Basic Info |
The Basic Info tab enables you to display and define the tasks associated with the standard job. When a task is added to an existing work order, the work order’s employee assignments and vendor assignments are added to the task’s work assignment record. The task’s default vendor per location is also added to the work order if not already assigned.
The field in the top section of this tab defines the data that displays.
Standard job ID
Identifier of the standard job currently selected in the grid or that you are defining. Maximum field length is 30 characters. This field has a choice list. If the ID is already defined, its description displays to the right of the ID. If authorized, you can define any number of standard jobs.
Data in the fields in the bottom section of this tab specify information about the tasks associated with the standard job. Unless otherwise indicated, these fields are required.
Description
Description of the standard job. This field is display only.
This screen group specifies information about tasks in the standard job. Unless otherwise indicated, these fields are required.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Task ID
Valid identifier of the single repair task, repair group, or PM service included in the standard job. This field has a choice list of IDs that have a check in the Active field on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen, which indicates you can post charges to the task.
Tip: The acceptable task types are PM SERVICE, INSPECTION, REPAIR GROUP, and REPAIR TASK.
Task description
Description of the task. This field is display only.
Task IDs are defined on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Work accomplished code
Code associated with the task or standard ID for the work accomplished. It provides more detail about the work performed in relation to the task. This field has a choice list.
Work accomplished codes and their descriptions are defined on the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen.
Parts only
If this field has a check, the task applies only to parts (as opposed to labor and parts).
If the task applies only to parts and you specify this standard job ID on the Labor tab of either the Data -> Shop Activity -> Work Order Center or Work Order - Short Form screens, the task is included in the screen group on the Parts tab of those screens, but not the screen group on the Labor tab.