Tips and Tricks for Work Processing

Below is a list of tips and tricks for the Work Processing course. Click one of the items below to see information that may be helpful to you as you take the course.

What Executables to Use

For running the exercises, there are two executables available, Enterprise Asset Management.exe (EAM.exe) and Service Management.exe (SM.exe). If you are using this material on your own, you can choose to run any of them depending on your preferences. However, if, for instance, you need to create a new customer to be used in Service Management, start the Distribution executable. Some of the lessons of the External Repair Order chapter can only be performed in the Distribution executable.

Importance of Student-Created Data

It is extremely important that you work with your own data to maintain data integrity. You will be working on company 70 and site 70 where there is an equipment object structure created. When you create your own data, it is recommended that you add your initials, XX to the data codes, e.g., XXPN-5-31 for the object ID. It will be easy for you to find your data later on during the exercises, and no one else should be using your data.

In the Prerequisites section of the exercises, some descriptions are set to *, which means that any appropriate data could be used.

Note: The lessons of the External Repair Order chapter take a slightly different approach in that they require you to create your own site. Once you have created your own site, you can enter the data, to create the external repair order, to your site, or you can copy it to your site if your instructor has already set up that data for you. For more details, refer to External Repair Order Chapter below.

Adding Data to Lists of Values

The Zoom feature helps you set up a piece of missing basic data using the List of Values, or to become familiar with the parameters set for a particular piece of basic data. An example of this is when you need to create an object level which has not been set up. With the cursor in the Object ID field, click Zoom on the Commands menu (Shift+F9). The Objects window appears, where you can create the needed data.

Data Used in Course Material

If you are an instructor, additional information is available about the Racing database, which is the database used by all IFS eLearning material.

The Racing database contains different data layers, including the following two layers that form the foundation of the database:

To see more information about the Racing database, including a link to documentation for the RTUBE data layer, see Racing Database in IFS Training Help.

External Repair Order Chapter

To set up your own static data, you can either manually enter it yourself or copy it to your site if your instructor has already set it up in the database.

If you are an instructor and want your students to enter the static data for a class you are teaching, keep the following in mind:

If you are an instructor and want to enter the static data for a class you are teaching, keep the following in mind:

The external repair order flow combines lessons from Work Processing, Procurement, and Receipt. All of these lessons are accessible from the Navigator of the External Repair Order chapter.

Prepare and Plan WO—Exercises

On the General tab, you can right-click and then click an appropriate option to perform various tasks, e.g., seeing whether the object has supplier warranties, turning it into a repair work order, copying a work order, and viewing work orders that are part of graphical structures. On the Prepare tab, you can connect a standard job to the work order. This option can be used when you need to enter many similar work orders. Use the Zoom feature to see information on the standard job.

Material Requirements—Exercises

Prepare Inventory Part

If you right-click on the Materials tab, many options appear on the menu. For example, you can click Spare Parts in Object. This is a list of all spare parts for the object in equipment. This window is used, for example, to copy spare parts included in an object spare part list to the material list on a work order. By clicking Spare Parts in Detached Part List, you can copy the spare parts from a detached spare part list. The spare parts kit can contain all spare parts included in an object, or those spare parts and possibly other items most often required for a specific repair job. You can also click Object Structure, which shows you the underlying object structure.

To check the quantity, open the Inventory Part and query for your parts. Look in the Quantity Onhand field. The quantity should be as stated above.

If you need to issue material, open the Issue Inventory Part and query for the part for which you want to issue material. In the lower part of the window, enter the quantity to issue in Quantity Issued the field, then save the record.

If you need to receive material, open the Receive Inventory Part and query for the part for which you want to receive material. In the lower part of the window, enter the quantity to receive in the Quantity Received field, then save the record. If there are no rows in the lower part of the window, you have to first create a new record.

Repair WO for Non Serial Part—Exercises

If the part you are going to repair still resides in inventory, you should consider issuing the part on the work order to ensure that your available quantity for the part is correctly reflected (the part you are repairing should not appear as available to use on other work orders). Note, though, that the material issue will appear as a cost on the work order. This issue will be offset when you receive the repaired part back into inventory but is not reflected on the work order. To update the quantity on hand correctly but not burden the work order (or the object) for the material cost, you may consider using other functions to issue the part, such as a regular material requisition. Make sure, though, that when the part is returned into inventory, the correct accounts are used.