Open Work Orders/Service Requests (Multi-unit Projects - Primary Information) |
The Open Work Orders/Service Requests tab enables you to specify whether the system should open work orders or service requests for all equipment units assigned to a multi-unit project.
Note: When a new work order for a multi-unit project is inserted, the equipment ID of the top-level parent is written to job_main.eq_parent_equip_no. You can run standard cost reports in FA Web Modules to see the full operating costs of the equipment.
The Primary Information screen supports location-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on project ID, originator, begin/completion date, campaign number, and account ID, among other values. This tab displays a maximum of 9,999 group rows.
The fields in the top section of this tab define the data that displays.
Project ID
Identifier of the project currently selected in the grid or that you are defining. This field has a list box. If the ID already exists, the project description displays to the right of the ID.
Status
The status of the project. This field is display only.
PENDING: There are no work orders or service requests associated with the project; the work orders or service requests associated with the project have a status other than CLOSED
COMPLETED: The work orders or service requests associated with the project have a status of CLOSED
The fields on the bottom section of this tab enable you specify whether work orders or service requests for the equipment units should be opened automatically. You can also specify that work be performed at a specific shop location instead of the equipment unit's assigned repair location. This option is useful if the affected vehicles are all in the same geographical area and a specialized shop is required to complete the work.
Open pending work for all equipment units on project equipment list as
Specifies whether to open work orders or service requests for all pending work associated with the equipment units assigned to the multi-unit project. Select the applicable option (either SERVICE REQUEST or WORK ORDER).
If WORK ORDER is selected, a work order for the project is automatically created on the work order screens.
If SERVICE REQUEST is selected, a service request for each equipment unit for each task ID on the project is automatically created on the Service Requests/Defects screen, and the values from the project are included on the request. If equipment units or tasks are subsequently added to the service request, a new request is generated only if the units or tasks are not listed on the existing request.
Note: If a service request has been opened for a project, you cannot open a work order for it, and vice versa.
Use this shop location instead of the equipment unit assigned location
Identifier of the shop location from which project work orders and service requests should be generated. This field has a list box. The location description displays to the right of the ID. This field is optional.
Tip: If a location is specified in this field, location-level access control is in effect, so you must belong to a user group with the applicable authorizations to make changes or updates.
Locations are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
The Equipment list screen group lists the equipment IDs assigned to the work order or service request. These fields are optional.
Equipment ID
Identifier of the equipment unit on the project equipment list.
Tip: You can set a zoom button for this field to detect the type of equipment and display the appropriate screen. If you used Administrator Mode to add a zoom button, you will need to use it again to remove your user-defined zoom button for this functionality to work.
Description
Description of the equipment ID.