Enter Operations

Explanation

This activity is used to plan the operations required to a work order that is to be quoted. If the work should be executed by different maintenance organizations and crafts, you may consider dividing the work into multiple tasks by entering one operation line for each task. Operations can be planned only on the site that the service quotation is created to. 

On each operation line you can enter a work description, maintenance organization, craft, planned men and planned hours. You should also make sure that a sales part is connected to the operation line. A sales part is automatically added if you connected a sales part to the craft ID or maintenance organization in the Organization Basic Data window.

 

Prerequisites

• Maintenance organizations and crafts must have been defined and connected to each other in the Organization Basic Data window.
• If you expect the sales part to be fetched as the maintenance organization and craft are entered, sales part must have been defined and maintenance organizations and crafts should be connected to the sales part in the Organization Basic Data window.
• If the operation is to be connected to a job, the jobs must be defined on the Jobs tab prior to connecting the operation to the work order.

System Effects

As a result of this activity, operation lines will be planned for the work order to be quoted.

Window

Service Quotation

Related Window Descriptions

Service Quotation
Service Quotation/Work Order
Service Quotation/Work Order/Operations

Procedure

1. Open the Service Quotation window and query for the service quotation.
2. Click on the Work order tab, create new (F5) or query existing.
3. Select Operations tab and add new record (F5).
4. In the Operation No. field, enter a unique number for the order of operations. Optionally, you can leave this field blank and a value will be assigned automatically.
5. Enter a work description and a value for the Craft ID field. Note: The value for Maint. Org. is automatically retrieved from the work order header. You can change it if necessary. Use the List of Values (F8) to select suitable values.
6. Enter values in Planned Hours and Planned Men fields. 
7. Enter a value in Sales Part Number or change the automatically fetched if required, using the List of Values (F8). Optionally, change values in Unit Sales Price/base, Unit Sales Price/curr or Discount%. 
8. Enter a value in the Job ID field if the operations is needed to be connected to an existing job in the work order.
9. Save the information (F12).
10. Repeat step 3 to 9 as necessary.