Basic Info |
The Basic Info tab enables you to record details about the production run, including resources class, part ID/suffix, quantity, dates, and location. The information that displays depends on the type of production run that you are viewing:
Part ID with suffix (parts)
Resources class (equipment)
Part ID with suffix and resources class (serialized components).
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on run ID, stage, part ID and suffix, requested or required date, and production ID, among others.
The field in the top section of this tab defines the data that displays.
Run ID
Identifier of the production run. Automatically generated by the application. This field is display only.
The fields in the bottom section of this tab records the details of the production run.
Resources class
The resource class. This field has a list box. The resources class description displays to the right.
Tip: If the part has a template equipment ID, this field auto-populates with the resource class from the template equipment ID. Parts are associated with template equipment IDs on the More Info tab of the Data -> Parts Items -> Primary Information screen.
Note: If you enter a resource class without a serialized part ID, you can generate a work order for any equipment ID that matches the class. If you enter a resource class and a serialized part ID, you must enter a serial number, and if the serial number is associated with an equipment ID, the equipment ID must be in the class.
Equipment classes are defined on the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen. Equipment class IDs are assigned to equipment units on the Classes tab of the Data -> Equipment Units -> Fleet Equipment screen.
Part ID
Identifier of the part to be rebuilt. The ID is associated with the part suffix. This field has a list box of rebuildable parts. The part description displays to the right.
Part IDs and suffixes are defined on the Basic Info tab of the Data -> Parts Items -> Primary Information screen. Whether a part is classified as rebuildable is specified on the Data -> Parts Items -> Setup -> Part Classifications screen.
Part suffix
Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID. Defaults to the suffix specified for rebuilt parts. If entered, must be classified as rebuildable.
Note: When a work order (internal rebuild) for a serialized part not associated with a component is generated, the part suffix changes from AWAITING REBUILD to REBUILT.
Quantity required
Number of units that are needed. You may change the quantity of a line item even if a work order has been generated.
Fabrication - no core
If this field has a check, the part was fabricated or rebuilt from scratch and does not have a core. The application will not look for a core to include as part of the rebuild effort.
Tip: If there is a check in the Item is fabricated/rebuilt without a core field on the Basic Info tab of the Data -> Parts Items -> Primary Information screen, this field is checked automatically when you open a work order for an internal rebuild.
Date
Requested: Date (in MM/DD/YYYY format) that the part was requested. Defaults to the current date, but you can change it. Must be the same as or earlier than the current date. This field is required.
Required: Date (in MM/DD/YYYY format) that the part is needed. Optional, but must be the same as or later than the date requested.
Location
Requesting: The identifier of the location requesting the part. This field has a list box. The location description displays to the right.
Receiving: Identifier of the inventory location receiving the part. This field has a list box. The location description displays to the right. Required if a part ID and suffix are provided.
Tip: When a work order for a component equipment rebuild is closed, the rebuild location from the production run is used as the destination location.
Reason
The reason the part was rebuilt. This field has a list box of codes that have a check in the Applies to production requests field on the Data -> Parts Items -> Setup -> Adjustment Reason Codes screen. The reason description displays to the right. This field is optional.
Note: If there is a value in the [Repair reason IDs for the following special repair reasons] Other field on the Repair Reasons tab of the Data -> Shop Activity -> Setup -> Options screen, it displays in this field.
Release ID
Identifier of the release. Used to help manage and group rebuild work. Alpha-numeric field; maximum field length is 20 characters. Optional.
Requesting employee ID
Identifier of the employee who requested the work. This field has a list box. The employee name displays beneath the ID.
Priority ID
Identifier of the priority assigned to the work order. Used by work orders generated on this screen. This field has a list box. The priority description displays beneath the ID. Required.
Note: The choice list is limited to priorities with a check in the Production planning field on the Functions tab of the Data -> Shop Activity -> Setup -> Priority Codes screen.
Account ID
Identifier of the account charged for the rebuild. This field has a list box. The account description displays beneath the ID.
Whether the account ID is required, not required, or optional is specified on the Edit Criteria - General tab of the Data -> Setup -> Options screen.
Note: Account IDs on internal rebuild work orders generated on this screen display on the Basic Info tab of the Data -> Parts Repair -> Internal Rebuilds screen.
Department ID
Identifier of the department charged for the rebuild. This field has a list box. The department description displays beneath the ID. This field is optional.
Production type ID
Identifier of the production type. This field has a list box and is required. When set, the product type must be active.
Production types are defined on the Data -> Production Planning -> Setup -> Production Types screen.
Work order location ID
Identifier of the work order location. When a production type is entered, this field auto-populates with the information from the Basic Info tab of the Data -> Production Planning -> Setup -> Production Types screen. This field has a list box. This field is required.
Note: The work order location may not be changed if work orders have been generated for the production run.
Changing production type will rebuild the parts required list - any changes made will be lost
Reminder that if the production type is changed, the existing parts required list is deleted and a new one built based on the new production type.