Executing Work Order—Exercises

Basic Data Setup

Inventory Part

Purpose: The purpose of this exercise is to create an inventory part used in the exercise below.

Window: Inventory Part

Note: If you have not yet already done so, create the following:

Part No Description Part Type
XX-187-CS Chain Saw 187 Manufactured

General exercise for Manufactured Inventory Part.

Customer

Purpose: The purpose of this exercise is to create a customer in need of purchasing service.

Window: Customer

Note: If you have not yet already done so, create the following:

  1. Create a customer with the information given below, where XX is your initials.
Customer Description
XX-CMRO Customer for CMRO

General exercise for Customer

Maintenance Organization

Purpose: The purpose of this exercise is to show you how to set up a Maintenance Organization responsible for the repair.

Windows: Organization Basic Data/Maintenance Organizations

Maintenance Organization Description Site
XX-ME Mechanical Your site

General exercise for Maintenance Organization.

Link Employee to Craft

Purpose: The purpose of this exercise is to link you as an employee to a craft class

Windows: Organization Basic Data/Link Employees/Crafts

General exercise for Link Employees/Crafts.

Enter and Link Employee to Maintenance Organization

Purpose: The purpose of this exercise is to connect your employee with your Maintenance Organization.

Windows: Organization Basic Data/Employees

  1. Enter a new employee.
  2. Link a maintenance organization to the employee.

General exercise for Enter and Link Employee to Maintenance Organization.

Required Data

Define Repair Workshop

Purpose: The purpose of this exercise is to show you how to set up the data required for the exercises. You will create a new repair workshop in IFS/Equipment as a regular functional object.

Window: Functional Object

  1. Create a new functional equipment object and name it as Repair Work Shop
  2. The object level has to allow connecting serial objects.

Functional Object Object Description
XX-1000 Repair Workshop

General exercise for Define Repair Workshop.

Create Component Repair Orders

Purpose: The purpose of this exercise is to create a component repair order that is required for being able to run the main exercises.

Window: Component Repair Order
 

The customer, XX-CMRO, is requesting a part to be repaired.

  1. Open the Component Repair Order window.
  2. Create a new record.
  3. Enter the customer number XX-CMRO.
  4. Enter the current date as the start date and a date within two months as the latest completion date.
    Note: Enter the fault information if you plan to perform the repair by using a work order.
  5. Save your changes.
  6. Click the CRO Lines tab.
  7. Create a new record.
  8. Select part XX-187-CS as the part to be repaired. Enter 5 as the quantity.
  9. Select Work Order as repair order type.
  10. Save your record.
  11. Select the component repair order line, right-click and then click Release to Repair.
  12. In the Process Repair dialog box, enter the Repair Shop ID and select your Maint Org.
  13. Click OK.

    Note: You can also create the component repair order by using the assistant.

General exercise for Entering Component Repair Order.

Main Exercise

Purpose: The purpose of this exercise is to show you how to process a work order create from a component repair order and execute service for the broken parts in the repair workshop.

Window: Prepare Work Order

Process Work Order

  1. In the repair CRO Lines/ Repair Order tab, right-click and then click Work Order.
    Note: For a work order a standard job is always generated when releasing the component repair order line. The setup for the service type and the separate standard job determines which; material, operation lines, tools and facilities to include in the work scope. In order to get a predefined work scope a standard job must exist in the Active status. It is always possible to add a service type to the component repair order line after release to repair and the work order is automatically updated with the standard job related to the service type. All standard jobs are generated together with the service type, this is in order to get a connection between the work order transactions and the service types. The purpose it that all costs generated when processing the repair should be associated with a service type so that it is possible to follow-up on how the costs have grown compared to the service type price. It is possible to use the list of value to change the service type for predefined material, operations, tools and facilities. If there are circumstances which require a change of a standard job’s service type, then there are no obstacles for the user to execute such change. It is also possible to add a service type to a standard job added to the work order after release to repair by using the List of Values. However it is only possible to select a service type which is recorded for the component repair order line, i.e. listed in the Service Type tab. Open the Component Repair Order window.
  2. Right-click and then click Work Order Status/Release.
  3. Click on the Material tab and select the line representing the repair part XX-187-CS (the one with the Repair Part No  selected).
  4. Right-click and execute the option Issue Parts to Repair.
    Note: When performing Issue Parts to Repair, a record for each serial is automatically created in the Returns tab. This is done to facilitate the return into inventory when the service is done.
  5. Click the Material tab, right-click and select the option Issue to issue the consumables needed for the execution of the repair.
  6. Click the Operation tab, select all operations, right-click and then click Operation Status/Release. Right-click again and then click Operation Status/Start.
  7. From the Prepare Work Order header right-click and then click Report In. The Report In Work Order window opens.
  8. Click the Time Report tab, create a new time report record for each of the operations.
  9. Click the Postings tab, a number of transactions appear connected to a cost type. These transactions represent the cost for the executed work scope.
  10. Select all lines, right-click and then click Authorize All Non-Authorized. It is first when a transaction has been authorized that it will appear in the Component Repair Order/Transactions tab.
  11. Click the Returns tab, update the condition code as applicable (should be the same condition code as defined for the dispatch customer order line). For each of the serials, right-click and then click Move Repair/Exchange Part to Inventory.
  12. The Move Repair/Exchange Part to Inventory dialog box appears. Create a new record in the table and define the receive quantity and the location.
    Note: The repair parts are automatically reserved to the dispatch customer order line when the parts are received into inventory after completion of repair.
  13. Click the Operation tab, select all operations, right-click and then click Operation Status/Finished.