Prepare Work Order

[About Work Order] [About Condition Codes] [About Work Order Dates] [About Mobile Workforce Management Work Order Scheduling Dates] [About Appointment Booking with Mobile Workforce Management] [About External Repair Orders] [About Mobile Work Orders]

[To WO Processing] [To Service Order Processing] [To Queries and Reports, WO Processing] [To Execute CRO Work Scope, Work Order]

Usage

Use this window to create a new work order or to enter further information on an existing one. Existing work orders may, for instance, be those that are automatically created via calendar-based generation, event-based generation, or criteria-based generation and that have the Work Request status. Existing work orders could also be those that were manually entered and have the Fault Report status as well as work orders with the Under Preparation status.

In addition, you can use this window to start an external repair order, which would be used to send a part to a supplier for maintenance and repair services. For this purpose, use the Requisitions tab.

The window consists of several tabs that are used to view, enter, or change the information for the work order. The tabs will be visible, depending on the modules installed. 

For a description of each tab in the window, follow the appropriate link: General, Prepare, Budget, Free Notes, Planning, Jobs, Operations, Materials, Requisitions, Tools and Facilities, Returns, Permits, CO Information, Sub Contract, Journal, Linear Asset, Scheduling, Sub Contract.

Activity Diagrams

Connect Permit
Estimate Budget
Execute WO
Prepare Craft Requirement
Prepare Document Requirement
Prepare General Information
Prepare Material
Schedule WO
View/Modify WO Structure
Prepare tools and facilities
Execute Sub Contract
Issue Material Reports, WO Processing
Modify CRO Work Scope
Book Appointment
Cancel Appointment
Transfer WO to IFS Mobile Work Order

Activities

Change Condition Code
Enter Purchase Requisition Header
Enter Purchase Requisition Lines for External Services
Add tools and facilities to work order
Connect Permit
Connect Work Order to Project Activity
Disconnect Work Order from Project Activity
Connect Work Order to Sub Contract
Add Standard Job on Work Order
Authorize Price
Report Non Routine
Print Work Order Structure Report
Create Pick List
Release Pick List
Print Pick List
Pick All
Pick with Difference
Connect Linear Asset to Work Order
Request Appointment Offers
Move Reservations
Transport Task Lines
View Available WOs
Transfer Work Order to the Mobile Device