Summary Cost Info |
The Summary Cost Info tab displays a summary of information related to work order costs. You can use the % wildcard character to filter the results of choice lists on this screen.
Tip: To limit the display of information in the grid and maximize performance, use the filter. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. You can sort on work order information, from/to open date, equipment ID, repair reason, segment ID, to/from marker ID, and to/from offset, among other values. If you specify a range, any record that crosses any part of that range will be displayed. You can also use the sort button to arrange the order in which work order IDs are listed. If you do not specify a sort sequence, IDs are listed in descending order by the Date and time in service field (specified on the Basic Info tab).
To streamline data entry, you can copy work orders using the Copy button. For a list of the data items that are copied and not copied, see Work order data items copied. Remember that behind-the-scenes functionality specified on the Linear Work Order screen also applies to linear work order actions performed through the Shop Activity Portals in Web Modules.
The Linear Work Order screen supports location level access control, so you must belong to a user group with the applicable authorization to make changes or updates. In addition, the option specified in the Require match between work order location and equipment access rights location field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen indicates whether users can open work orders on this screen.
Detail View Header
The fields in the top section of this tab are display only from the Basic Info tab.
Work order ID
Identifier of the work order currently selected in the grid.
Equipment ID
Identifier of the linear asset.
Job status
Job status of the work order. The statuses are as follows:
OPEN: The work on the work order has not yet been completed.
WORK FINISHED: Shop personnel have completed the work and placed a check in the Date and time finished field on the Basic Info tab.
CLOSED: The work order is no longer open.
PENDING: Work has not yet started on this work order.
Current work delay
Identifier to represent the reason for the current work delay, if any, on the work order. The work delay description displays to the right of the ID. Display only from the Work delay ID field on the Delays tab.
Detail View
Data in the fields in the bottom section of this tab display the summary information related to the work order. The fields are display only.
Summary information
Tip: Hour details are maintained in the JOB_MAIN table as LABOR_HOURS and DELAY_HOURS. Cost details are maintained in the JOB_MAIN table as LABOR_COST, PARTS_COST, COMML_COST, and TOTAL_COST. Total tax and total markup data are stored on CML_MAIN.
Note: Effective with Release 12.1, commercial work labor and parts tax and markup data are stored in separate database fields. Test all custom reports and interfaces affected by this change to ensure that they work as expected.
Labor
Hours: Actual number of labor hours completed on the work order to date.
Cost: Actual cost of labor hours accrued on the work order to date. This includes markups.
Note: If the total hours posted are reversed to zero, the cost is reversed. If the total hours posted are greater than zero, the flat rate labor charge is (re)posted. The flat rate labor charge is specified on the Basic Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen.
Parts
Actual cost of parts installed for the work order to date. This includes markups.
Commercial
Actual commercial costs accrued on the work order to date. Includes markups, base charges, and taxes.
Total work order charges
Hours: Actual total of labor hours completed on the work order to date.
Cost: Actual total of costs accrued on the work order to date. This includes markups.
Overhead cost
If the shop makes a standard overhead charge, in addition to charges for work actually performed, this field contains the actual total of overhead costs accrued on the work order to date.
Small parts markup on labor
Actual total of markup on labor involving small parts, accrued on the work order to date. This applies to labor involved with parts and supplies too small to track individually, such as tightening a screw.
Small parts markup on parts
Actual total of markup accrued on the work order to date for small parts. This applies to parts and supplies too small to track individually, such as screws.
Delay
Number of hours of work delay accrued on the work order to date.
Estimated
When you insert a work order, the information in these fields reflects the sum of the estimated hours and costs on the Tasks tab.
Hours: Estimated number of hours of labor required to complete the work, to the nearest tenth of an hour.
Cost: Estimated cost for the work on this work order.
Total hours shop downtime
Total number of shop downtime hours accumulated for the linear asset due to shop activity on the work order. The system calculates the accumulated hours when you place a check in the Shop downtime end field on the Basic Info tab.
Total hours user downtime
Total number of user downtime hours accumulated for the user due to shop activity on the work order. The system calculates the accumulated hours when you place a check in the User downtime end field on the Basic Info tab.
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See Also