Tools/Usage |
The Tools/Usage tab displays information about specialized tools used to perform tasks on the work order.
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 start date, equipment ID, repair reason ID, job status, capital project ID, and task ID, 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 field (specified on the Basic Info tab).
The Work Order Planning screen supports location level and department-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
The fields in the top section of this tab define the data that displays. Unless otherwise indicated, these fields are required.
Work order ID
Identifier of the work order currently selected in the grid or that you are inserting (opening). The work order ID is composed of three parts:
Identifier of the shop location to which the work order is assigned.
Calendar year of the opening of the work order.
Sequential number in the range from 1 to 9999999.
When you insert (open) a new work order, this field populates automatically with the session location ID specified on the Basic Info tab of the System Management -> Setup -> Access Rights -> Users screen, the current year, and the next sequential number available at the shop. To change this number, type another number over it. You may not add a multi-unit work order ID to an existing PLANNING work order.
Equipment ID
Identifier of the equipment unit. Display-only from the Equipment ID field in the bottom section of the tab.
The fields in the screen group in the bottom section of this tab enable you to provide information about the tools to be used.
The screen group displays up to 200 rows of information. To view more than 200 rows, use the Queries/Reports -> Query/Report Generator screen to create and run a report that includes the information. You can also use Web Modules Reporting or any other reporting tool sold separately (such as Microsoft Access) that can attach to the database. Refer to the related documentation for these products.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save. You may not delete a work order if: employees are currently assigned; service requests are currently assigned; there are posted costs or delay hours or the work order is currently in DELAY status; there are incomplete part requests; or the work order is currently on a capital project.
Task ID
Identifier of the task that requires the tool. May not be a PM TASK, INDIRECT, GENERAL, or COST STANDARD task. You may not use a REPAIR task on a PM work order or a PM task on a REPAIR work order unless the applicable setting has been enabled. Required.
Note: A work order need not be approved to use tasks on a planned posting.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen. Whether repair tasks are permitted on PM orders or PM services are permitted on repair orders is specified on the Options tab of the Data -> Shop Activity -> Setup -> Options screen.
Tool type
Valid tool type to which the tool is assigned. This field has a list box. The tool description displays to the right of the type. Optional.
Tool types are defined on the Data -> Shop Activity -> Tools -> Setup -> Tool Types screen.
Equipment type
Type of equipment. This field has a list box. The equipment type description displays to the right of the ID. Optional.
Equipment types are assigned to equipment units on the Basic Info tab of the Data -> Equipment Units -> Fleet Equipment screen. Equipment types are defined on the Basic Info tab of the Data -> Equipment Units -> Setup -> Equipment Types -> Primary Information screen.
Hours used
Number of hours that the tool will be used to complete the task.
Total cost
Total cost associated with the tool's use. Charged to the work order.
Reversal
A check in this field reverses the posted charges.
Account ID
Account ID assigned to the work order on the Basic Info tab. This field has a list box. Account IDs and their status are defined on the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.