Executing Work Orders—General Exercises
Required Data
Connecting and Registering Work Orders
Purpose: The purpose of this exercise is to familiarize
you with the data that must be in place before you can perform the exercises below.
- Connect and register a work order to an activity. Prepare and plan the work
order by specifying material and purchasing requirements, tools and facilities,
and operations requirements.
General exercise for
Connecting and Registering
Work Orders
Releasing Activities
Purpose: The purpose of this exercise is to familiarize you with the data
that must be in place before you can perform the exercises below.
- Release activities in your subproject structure.
General exercise for
Releasing
Activity
Main Exercise
Purpose: The purpose of this exercise is to show you how
a connected work order will update the activity with costs, hours and progress,
as the work order is being executed.
Windows:
Prepare Work Order
Report In Work Order
Project Navigator/Activity
Project Navigator/Connections
- Open the Prepare
Work Order window, populated with the desired work order which is
connected to a project activity.
- Look at the
Operations,
Materials, Requisitions
and
Tools and Facilities
tabs to see how the work order
has been prepared. Note the number of planned hours and costs.
- Return to the Project
Navigator window populated with your project.
- Select the relevant activity in the Navigator and click the
Activity tab and observe
that the values retrieved to the Planned column are based on the cost
and hours defined on the work order. Verify that the values update the correct
cost elements, based on how you set up the relevant posting control rules and
cost element mappings.
- Release the work order.
- Go back to the project activity which is connected to the work order. Observe
that the values retrieved to the Committed column on the
Cost and Hours
tabs are based on the work order planned cost and hours. Verify that the values
update the correct cost elements, based on how you set up the relevant posting
control rules and cost element mappings.
- Go back to the work order. If you have created purchase requisitions for
non-inventory purchase parts or no-parts in the
Prepare Work Order/Requisitions tab, proceed with the process so
that the purchase order is received. On the Cost
tab for the project activity, observe that the Committed
values have decreased while the Used values have increased, based on
the purchase transaction value for your receipt. Verify that the values update
the correct cost elements, based on how you set up the relevant posting control
rules and cost element mappings.
- On the work order, report
hours on the
Prepare Work Order/Tools and Facilities tab. On the project
activity Hours tab, observe that the
Committed values have decreased while the Used values have increased
based on the number of hours reported on tools and facilities. Verify that the
values update the correct cost elements, based on how you set up the relevant
posting control rules and cost element mappings.
- Go back to the work order.
Report time on the
Report
In Work Order/Time Report tab. On the project activity
Hours tab, observe that the Committed
values have decreased while the Used values have increased based on the
number of hours reported. Verify that the values update the correct cost elements,
based on how you set up the relevant posting control rules and cost element
mappings. Note also that Used and Actual Hours have increased
while Committed Hours have decreased.
- Click on the Connections tab. Note
that the object progress for the work order is calculated as a percentage of
reported hours versus planned hours.
- Open the Report
In Work Order window, query for the work order you have been working
with and enter the actual completion date. Set the work order status to Finished.
- Go back to the Connections tab for
the project activity that is connected to the work order. Observe that the value
retrieved to the Object Cost Progress and Object Hours Progress
fields is 100% because the work order has been completed. Note also that the
object type is now a historical work order.
- If you have more than one work order connected to your activity, note that
the value in the Calculated Cost Progress and Calculated Hours Progress
fields on the Activity
tab will be based on all the connected work orders.