Labor |
The Labor screen enables you to post labor across multiple work orders simultaneously.
Note: Use the Data -> Equipment Activity -> Multi-unit Projects -> Primary Information screen to manage campaigns and other major work that must be performed separately across a large number of equipment units.
For linear assets, use the Data -> Shop Activity -> Linear Work Order screen.
The Labor screen has one tab, Basic Info.
Labor to be apportioned across the selected items
Parent work order ID
Identifier of the multiple equipment work order currently selected in the grid or that you are inserting (opening). This field is required.
The work order ID is composed of three parts:
Location identifier of the shop to which the work order is assigned. Defaults to the location ID in the user's Session location ID field on the
Basic Info
tab of the System Management -> Setup -> Access Rights ->
Users screen. This field has a list box of locations that the user has access to as defined on the System Mgmt -> Setup -> Access Rights -> Rights Templates -> Location Access Template screen. The location must support work orders.
If there is a check 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, it must be the equipment IDs access rights location ID specified on the
Locations
tab of the Data -> Equipment Units ->
Fleet Equipment screen.
Calendar year in which the work order was opened.
Sequential number in the range from 1 to 9999999. This field has a list box.
When you insert (open) a new parent work order, you can assign a work order ID manually or you can let the application assign the work order ID for you. To have the application assign the work order ID, type the location ID where the work order will be filled. The current year fills in automatically and the next sequential number available at that shop is assigned. To change the number, type another number over it.
Employee ID
Identifier of the employee assigned to the work order. This field has a list box. This field is required.
Employee IDs are assigned on the Personal Info tab of the Data -> Shop Activity -> Setup -> Employees -> Primary Information screen.
Task ID
Identifier of the task. This field has a list box, with tasks from the multi-unit work order listed first. The task ID must consist of valid bar code characters only. You cannot post indirect tasks to a work order. Required. Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
If an account ID is entered for the line, the task IDs that display are only those associated with the account. If there are no associated task IDs listed for the account, all active tasks that support that account will display. This does not include accounts that have the Enforce task restrictions for this account option enabled on the Tasks tab of the Accounts Primary Information screen.
Note: The task may not be defined as a PM TASK.
Work accomplished code
Code associated with the task ID for the work accomplished. It provides more detail about the work performed in relation to the task. This field has a list box. This field is optional.
If you manually enter a parts issue or request, this field auto-populates with the code (if specified) in the Default work accomplished code for part issues field on the Issues tab of the Data -> Parts Items -> Setup -> Options screen. You may change it.
Date
Date (in MMDDYYYY format) that the labor was posted to the work order. If you specify a task ID and this field is blank, it auto-populates with the current date, which you can change. Must be later than the date that the multiple equipment work order was opened and later than the date and time in for the selected work order.
Tip: If labor, parts, or commercial charges are posted to a work order in WORK FINISHED status, the posting date defaults to the date the work was finished. If labor, parts, or commercial charges are posted to a work order in OPEN status, the posting date defaults to the current date.
Labor hours
Number of hours. Must be a positive number. This field is optional.
Time code ID
Identifier of the type of time, such as overtime, double time, compensation time, holiday time, and sick time. This field populates automatically when the employee ID is specified, but you can change it. This field has a list box. Only time codes with a check in the Use on labor transactions field on the Data -> Shop Activity -> Setup -> Time Codes screen may be used. This field is optional.
Classification
Employee's time classification. This field is optional.
Account ID
Identifier of the general accounting system account associated with the labor. This field populates automatically when the parent work order ID is specified. This field has a list box. The Edit Criteria - General tab of the Data -> Setup -> Options screen specifies whether this information is required, optional, or not required.
If a task ID is entered for the line, the account IDs that display are only those associated with the task. If there is no associated account ID listed for the task, all active accounts that support that task will display.
Financial project code
The Financial project code choicelist allows the user to select from active Financial Project Codes or Usage Tickets. Once selected, the description of the chosen code will populate in the description field.
Reversal
A check displays in this field if there is a check in the Has a core field on the Data -> Parts Items -> Setup -> Part Classifications screen.
Note: If there is a check in the Restrict labor reversals based on hours posted to the work order for that task and employee field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, you cannot reverse more hours than were posted.
Shift ID
Identifier of the employee's shift assignment. If this field is blank and an employee with a default shift is specified, this field populates automatically. This field has a list box. Optional. Shifts and shift IDs are defined on the Data -> Shop Activity -> Setup -> Shifts screen.
No parts needed
Check this if no parts are needed.
Comment to apply to selected rows
Text-only field for comments that apply to the work orders specified in the screen group. When processed, the comment is added to all specified work orders that do not have existing comments. Displays in the Comments field of the Posted transactions screen group on the Labor tab of the Data -> Shop Activity -> Work Order Center screen, for example.
Select all
If this field has a check, labor is posted to all the work orders in the screen group.
Select
If this field has a check, the labor is posted to the work order in this row.
Equipment ID
Identifier of the equipment unit. This field populates automatically when the parent work order ID is specified. This field is display only.
Work order ID
Identifier of the child work order. This field populates automatically when the parent work order ID is specified. This field is display only.
% Complete
Percentage of the labor that has been completed. The maximum is 100.
The Require task percentages upon closing of work order field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen specifies whether verification of task completion percentages is never required, required on work orders with the status WORK FINISHED, or when the work order is closed. Percentages entered in this field display in the Task completion percentage group on the Task Completion tab of the Data -> Shop Activity -> Work Order Completion screen.
Comments
Text-only field for comments about the work order. This field is optional.
Position ID
Identifier of the position of the equipment unit. This field has a list box. Required if there is a check in the Requires positional information field on the Basic Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen. Otherwise, optional.
Service request ID
Identifier of the service request assigned to the work order. This field has a list box. This field is optional.
Linear multi-asset work order support:
The following columns are the parameters that provide support for multi-asset work orders. These values are defined in the database.
From marker ID
From segment ID
To marker ID
To segment ID
To offset