Using Single Page Report In Work Order—Exercises

Basic Data Setup

Work Processing

Purpose: The purpose of this exercise is to show you how to set up the basic data required for the following exercises. 

  1. Set up the work processing basic data.

General exercise for Work Processing

Required Data

Inventory Part

Purpose: The purpose of this exercise is to show you how to set up the data required for the following exercises

  1. Create a new inventory part XX-IP (where XX are your initials) to be used for the work order.
  2. Receive 100 pcs of this part into inventory.

General exercise for Inventory Part

Enter Condition Codes

Purpose: The purpose of this exercise is to show you how to set up the data required for the following exercises

  1. Create a condition code to be used for the part.

General exercise for Enter Condition Codes

Serial Object

Purpose: The purpose of this exercise is to show you how to set up the data required for the following exercises

  1. Create a new serial object from a serial tracked part. Ensure that condition code handing is activated for this part to be used for the work order.

General exercise for Serial Object

Functional Object

Purpose: The purpose of this exercise is to show you how to set up the data required for the following exercises

  1. Create a new functional object to be used for the work order.
  2. Add 2 test points and 2 parameters to this object.

General exercise for Functional Object

Create Work Order

Purpose: The purpose of this exercise is to show you how to set up the data required for the following exercises

  1. Open the Service Request window.
  2. Create a new record. (F5)
  3. Enter OIL LEAKAGE in the Directive field.
  4. Enter the functional object you created in the Object ID field.
  5. Enter the maintenance organization to which the employee registering the work order is connected.
  6. Enter values in the following fields:
  1. Save the record. (F12)

Plan and Prepare Work Order

Purpose: The purpose of this exercise is to show you how to set up the data required for the following exercises

  1. Open the Prepare Work Order window.
  2. Query for the work order that you created. (F3)
  3. Right-click, point to Work Order Status, and then click Under Preparation.
  4. Click the Operations tab.
  5. Enter 2 operations with different descriptions, the same user in the Reported By field, and 1 in the Planned Hour field for both records.
  6. Save the record. (F12)
  7. Click the Materials tab.
  8. Create a new material requisition record. (F5)
  9. Save the record. (F12)
  10. Create another material requisition record and enter the part no XX-IP (where XX are your initials). Enter the current date in the Date Required field and enter 1 in the Quantity Required field.
  11. Save the record. (F12)
  12. Click the Tools and Facilities tab.
  13. Create a new record and enter 1 in the Planned Quantity field, 1 in the Planned Hours field and select a suitable sales part. Connect this record to the first operation line using the List of Values in the Operation No field.
  14. Save the record. (F12)
  15. Click the Planning tab.
  16. Create a new record.
  17. Select Expense in the Work Order Cost Type field, enter 1 in the Quantity field, 200 in the Cost field and select a suitable sales part.
  18. Save the record. (F12)

Change Status to Released

Purpose: The purpose of this exercise is to show you how to set up the data required for the following exercises

  1. Open the Prepare Work Order window.
  2. Query for the work order that you created. (F3)
  3. Right-click, point to Work Order Status, and then click Released.

Main Exercise

Purpose: The purpose of this lesson is to report in the work done on the work order.

Change Status to Started

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order that you created. (F3)
  3. Click Started.

View/Change Work Order Address

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order that you created. (F3)
  3. Click WO Address.
  4. Add a new address or modify the existing address and click OK.

Print Work Order

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order (F3).
  3. Click Print.
  4. Click Preview and preview the work order before printing.
  5. Click Print to confirm the operation.

Report in Demands

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order that you created. (F3)
  3. In the Demand section, enter 1 in the Quantity To Report in field of the record.
  4. Save the information. (F12)

Change Status to Work Done

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order that you created.
  3. Click Work Done. 

Report in Action

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order that you created. (F3)
  3. Enter Damaged Oil Seal in the Cause Details field.
  4. Enter Replace Oil Seal in the Work Done field.
  5. Enter Loosened the Flange Bolt and Removed the Existing Oil Seal and Replaced with New Oil Seal in the Work Details field.
  6. Enter values for the Class, Type, Performed Action and Cause fields. Use the List of values to select the values.
  7. Enter the current date in the Actual Start field.
  8. Enter the current date in the Actual Finish field.
  9. Save the information. (F12)

Report in Time

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order that you created. (F3)
  3. In the Resources table, enter 1 in the Hours field for both the operations you planned in the Prepare Work Order window.
  4. Save the record. (F12)
  5. Ad-Hoc work (not planned) can be handled by creating a new record in Resources section.
  6. Enter 2 in the Hours field.
  7. Enter your own employee ID in the Employee ID field.
  8. Save the record. (F12)
  9. Update the sales part information for this additional time line by right-clicking and clicking Manage Sales Revenue.

Report in Tools and Facilities

  1. Open the Single Page Report In Work Order page.
  2. In the Resources table, enter values in the Hours field for the relevant tools/facilities entered in the Prepare Work Order window.
  3. Save the record. (F12)

Report in Expenses/External Costs

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order that you created. (F3)
  3. In the Others table, enter 1 in the Hours/Qty field.
  4. Enter some text in the Comment field.
  5. Save the record. (F12)

Place Serial in Structure

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order that you created. (F3)
  3. Click Place Serial in Str. The Place Serial in Equipment Structure for Work Order window opens.
  4. Click List and select a part number and click OK.

Enter Measurement

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order that you created. (F3)
  3. Click Measurements.
  4. Enter measurements on the table as required.
  5. Save the record (F12).

Change Status to Reported

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order that you created. (F3)
  3. Click Reported.

Authorize Transactions

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order that you created. (F3)
  3. Click Authorize.

Invoice Transactions

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order that you created. (F3)
  3. Click Invoice.

Change Status to Finished

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order that you created. (F3)
  3. Click Finished. 

Create Work Order for Additional Work

  1. Open the Single Page Report In Work Order page.
  2. Create a new record. (F5)
  3. Enter Additional Filter Adjustments in the Directive field.
  4. Enter the serial object created earlier in the Object ID field.
  5. Save the record. (F12) (This work can now be planned in the usual way in the Prepare Work Order window by the planner.)
  6. Click Released.

Note: The Maint.Org field is a mandatory hidden field in the Single Page Report in Work Order page and a value can be entered by configuring the page. However, this field will receive a value by default if the employee reporting the work order is connected to a maintenance organization.

Change Condition Code

  1. Open the Single Page Report In Work Order page.
  2. Query for the work order with the serial object. (F3)
  3. Click Change Condition Code. The Change Condition Code dialog box is opened.
  4. The part number, part description, serial number, lot batch number, and the current condition code and description appears automatically.
  5. Click List.
  6. Select the new condition code from the List of Values.
  7. Click OK to accept the new condition code value.