Open/Update/Close Work Order - Launch

Program/Screen: WOCRTT/WOCRTT10

Description:

Use this screen to launch the Work Order programs where you quote, create, update, inquire on, and bill and close work orders.  A work order is created to record the repair and maintenance on equipment.  The equipment can be owned by your organization or by one of your customers.  A work order can be created for equipment that is in your yard and for equipment that is out on rent at a customer job site.

 

The following programs launch from this screen:

• Open Work Order

• Update Work Order

• Close and Bill Work Order

• Create/Close Work Order

• Create Work Order Quote

• Update Work Order Quote

• Equipment Maintenance Entry

 

Use the Create/Close Work Order program to open a work order and close and bill it at the same time from one program.

 

Use the Equipment Maintenance Entry program to open, update, and complete a scheduled maintenance form (SMF) for internal billings only.  Use this option when you do not want to open, update, close, and bill work orders.  Closing the SMF creates a closed work order.

 

Use control record OPENWO to indicate whether work orders should be automatically opened when equipment is returned or exchanged; when a pickup ticket is processed; or when a cycle bill is processed.

 

Click a link to advance to that section of the topic.

 

• Navigation

• Fields

• Function Keys

• Special Topics

 

Navigation

Access the Work Order programs from the Equipment Maintenance menu.  If your system requires it, enter your user name and password; and then enter either the work order number to update or the equipment number or serial number or customer number for a new work order or work order quote.  If the work order is for bulk equipment, enter the bulk category/class ID in the Equipment Number field, and on the next screen, enter the quantity of bulk items to be serviced.  If the work order is for customer-owned equipment, enter the customer number, and then choose the equipment from the Customer Owned or Rented Equipment screen.

 

If you are converting an existing work order quote to a work order, press F9.  Press F14 (Shift + F2) to clone/copy a work order.

 

Unique Open/Update/Close Work Order Screens

Open/Update/Close  Work Order - Launch

Equipment Information Entry

Quote to Order

Clone Work Order

Open/Update/Close Work Order - Header

Additional Information

Labor Description

Labor Detail

Maintenance Steps

Parts

Parts Detail

Work Order Review

 

Where Used

Equipment Due for Service Inquiry

 

Additional Program Screens

Equipment Maintenance Steps

Equipment Status Change

Bar Code Entry

 

Fields

Work Order Number

If you are updating, billing and closing, or inquiring on a work order, enter the work order number.  If you are creating a work order or work order quote, or you are in the Equipment Maintenance Entry program, this field does not display.

 

Equipment Number

If applicable, enter the number of the piece of equipment for the work order or quote.  If you enter a number that does not exist in your equipment master or category/class master file, warning messages display, and you are presented with the Equipment Information Entry popup window and prompted for basic information about the equipment and whether you want to add the equipment to the master file.

 

If the work order is for bulk equipment, enter the bulk category/classTwo-part classification for individualized and bulk equipment. Rental rates are entered by category/class, and the ID number for bulk items is the category/class ID. ID in this field.

 

Serial Number

If you do not know the equipment number or choose not to enter it, you can enter the equipment's serial number for the work order, and the system pulls in the equipment information.

 

Customer Number or Name

If the work order or quote is for customer-owned equipment, enter the customer's number or name, and then select the equipment from the Customer Owned or Rented Equipment screen.  If you are in the Equipment Maintenance Entry program, this field does not display.

 

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Currency

Enter or accept the currency in which the work order is to be transacted.

 

Estimated Close Date

Enter the date on which you estimate the work order will close.  You can leave this field blank and fill it in later in the work order creation process.

 

Date Opened/Maintenance Date

Enter or accept the date the work order or quote is opened or the date the scheduled maintenance was performed.

 

Date Closed

If you are billing and closing a work order, enter the closing date.

 

Function Keys

Function Key	Description
F1	Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.
F2	Scan.  Open the Bar Code Entry popup window.
F3	Exit.  Exit the page or program.
F4	Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.
F8	Equipment Step Maintenance.  Advance to the Equipment Maintenance Steps program.
F9	Quote to Order.  Advance to the Quote to Order screen to convert a work order quote to a work order.  This function key is not applicable when you are creating a work order quote.
F12	Cancel/Previous.  Exit the program or move back a screen.
F13 (Shift + F1)	Equipment Status Code Change.  Advance to the Equipment Status Change program.
F14 (Shift + F2)	Clone Work Order.  Advance to the Clone Work Order screen to clone or make a copy of a work order.
F19 (Shift + F7)	Print SMF.  Print a Scheduled Maintenance Form for the entered equipment.
F24 (Shift + F12)	More.  Display more available function keys for the program.

 

Special Topics

Equipment Maintenance Application white paper

Work Orders for Bulk Items quick guide

 

 

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