| Work Orders (tswcs2100m000) |  |
| Use this session to maintain work orders. You can also do the following in the session from the appropriate menu: Use Create Quotation to create the maintanance sales order quotation. Infor ERP LN populates the maintanance sales order quotation number in the Service Order Quotation field. Use Accept Quotation to register a customer's approval of a maintenance sales order quotation. Infor ERP LN changes the status of the quotation to Accepted. When you accept a quotation, Infor ERP LN makes the following modifications: Clears the Interrupted check box. Clears the Interruption Reason field. Cancel Quotation to register a customer's rejection of a maintenance sales order quotation. When you reject a quotation, Infor ERP LN changes the status of the quotation to Canceled. Additionally, Infor ERP LN makes the following modifications: Clears the quotation number from the Service Order Quotation field. Clears the Interrupted check box. Clears the Interruption Reason field. Note Infor ERP LN cancels the work order in case you cancel the maintenance sales order line. You must hold the CTRL key to select multiple records. Related topics Work Order Control (WCS) Shop maintenance/Depot repair To create follow-up work orders
Fields | Description
Work Order | The series code that identifies the work order. You can define the series defined for the work order number group in the First Free Numbers (tcmcs0150m000) session. The number group for work orders is set in the Work Order Parameters (tswcs0100m000) session. Work Order number cannot be modified after the creation of the order. Related topics Number groups in Service
Item | The item on which maintenance must be carried out. You can enter an anonymous item, or a serialized item. Note The item must be identified as a repairable item in the Items - Service (tsmdm2100m000) session. If the work order status is Free and the Label field is empty, you can add or change the item. If the item code is unreadable, you can leave this field empty and fill in a free description in the Label field. For batch repair work orders you can only include the serialized items with status set to defective. The item must be of the type serialized in Inventory Planning module in Infor ERP LN 6.1, Infor ERP LN 6.1 Common and Infor ERP LN 6.1 Service
Serial Number | The serial number of the serialized item. You can manually enter: The serialized item's existing serial number. A new serial number for the item. If you click Create Serialized Item, Service creates a serialized item based on a mask. Note If the work order has the Free or Planned status, you can change the item's serial number. If, in that case, the work order was derived from a maintenance sales order, the new serial number will also be refelected in the Maintenance Sales Control module.
Revision (In) | The value that indicates the engineering revision of a revision-controlled item. Note The Engineering Revisions Active check box in the General Service Parameters (tsmdm0100m000) session must be selected. You can maintain the revision if the work order status is Free, Completed, Signed-Off, or Closed. You can maintain the revision if the work order is a follow-up work order, or is derived from a maintenance sales order. You cannot maintain the revision for serialized items.
Effectivity Unit | A reference number on a sales order line or a sales quotation line that is used to model deviations for a unit effective item.
Label | If you cannot identify the item by an item code, for example, if the item code is unreadable, in this field, you can enter a free description to identify the item. You can also enter a Functional Element. Note If the work order status is Free and the Item field is empty, you can add or change the label. If you create the work order from a maintenance sales order or as a follow-up order from a work order, you cannot change the label. The label must be empty if the item is filled.
Maintainable Quantity | The maintainable quantity. Note For batch repair work orders, the maintainable quantity is equal to the number of items on the material lines with delivery type set to batch repair.
Maintained Quantity | The maintained quantity. Note For batch repair work orders, the maintained quantity is equal to the number of items with status set to working condition on a batch repair material line.
Department | The service department that is responsible for carrying out maintenance on the item. Note In most cases, you will use the (serialized) item's default main service department. You can only change the main service department if the work order has the Free status.
Buy-from Business Partner | If your work order is carried out by a third party, you must enter the code that identifies the subcontractor. Related topics Related topics Subcontracting - Work Order
Service/Cost Item | Enter a cost item or a service item to identify a subcontracting item. If you subcontract all or part of your work order, you also must define a subcontractor. The Service/Cost Item is used on a purchase order line. The item is needed because it is not possible to add an activity to a purchase order line, the item will be used as an activity definition. Related topics Subcontracting - Work Order
Work Order | The current status of the work order. The work order status is used to control the steps of the work order process. You can change the work order status at any time if: The status is Free. The status is Planned, unless, in the Work Order Parameters (tswcs0100m000) session, the Commitment Required option is selected. After the work order is released, all work order activities must be completed before the work order can be updated to the next status. You can delete a work order that has the Free, Closed, or Canceled status. Work Order Status
Order Date | The date and time when the work order is created.
Service Type | The service type is used to group work orders according to the work order procedure. Default value: the service type set in the Work Order Parameters (tswcs0100m000) session. Note If cost lines are related to the work order header or work order activity line, you must add a coverage type. For work order headers the coverage type related to the service type is offered as default, but you can also select another coverage type.
Batch Repair | The delivery type batch repair is available if the status of the work order is set to Free and no material line with delivery type Batch Repair is defined in the specific work order.
Cancel Reason | The reason for canceling the work order. You must use the Cancel Work Orders (tswcs2260m000) session to cancel the work order.
Cancel Time | The date and time when the work order was canceled. You must use the Cancel Work Orders (tswcs2260m000) session to cancel the work order.
Order Text | If this check box is selected, this indicates that some text with additional details on the work order is available. Related topics To use texts
Initiate Cancelation | If this check box is selected, the cancelation of a work order for which actual costs are present is initiated. To actually cancel the work order, take the following steps: Close the work order in the Close Work Orders (tswcs2265m000) session. Cancel the work order in the Cancel Work Orders (tswcs2260m000) session.
Cancel Text | If this check box is selected, this indicates that some text with additional cancelation details is available. Related topics To use texts
Interrupted | If a maintenance sales quotation is created from the work order data, Infor ERP LN selects this check box. If this check box is selected, Infor ERP LN does not allow any change to the work order after a maintenance sales quotation is created. Note When you create a maintenance sales quotation, the work order is interrupted. You can create a maintenance sales quotation in the following status of the work order: Free Planned Released When material / tools are not available, a work order can be interupted in the Released status.
Reason | The reasons why Infor ERP LN interrupts the work oder. Note You can define the interruption reasons in the Work Order Parameters (tswcs0100m000) session.
Item Delivery Method | Indicates the origin of the work order.
From Warehouse | The warehouse in which the (serialized) item will be received or is present. From this warehouse, the (serialized) item can be delivered to the shop.
Lot (In) | The lot code that can be used to control the incoming material flow of the work order. A specific lot can represent a specific item or a group of items with a uniform condition. By defining the lot on the work order, a selection of the item to be maintained can be made. Assigning a lot code to an item also enables you to trace a part's financial value.
From Location | The location at which the (serialized) item will be received or is already received. Related topics Location
From Work Center | The work center from which the item will be delivered or is delivered, which is the previous work center. Note If the order originates from a parent work order activity, the work center of that activity is used as a default.
Planned Item Receipt Time | The planned date and time when the item is received in the warehouse or in the location.
Actual Item Receipt Time | The actual date and time when the item is received in the warehouse or in the location. Note If the item is received, you can release the work order. If you click Item Receipt, ERP LN calculates the actual receipt time.
To Warehouse | The warehouse to which the (serialized) item will be returned.
Lot (Out) | The lot code that can be used to control the outgoing material flow of the work order. A specific lot can represent a specific item or a group of items with a uniform condition. Assigning a lot code to an item also enables you to trace a part's financial value.
To Location | The location at which the maintained item must be returned or will be delivered. Related topics Location
To Work Center | The work center to which the item must be delivered. If the order originates from a parent work order activity, the work center of the related 'assembly' activity is used as a default.
Earliest Start Time | The earliest time when you can start to carry out the work order. Note If you have made an appointment for the work order, you can only modify the earliest start time and the latest finish time in the Appointments (tsmdm0123m000) session. The planned start time must be after the earliest start time. If the work order is derived from a maintenance sales order, the earliest start time is equal to the planned receipt time on the maintenance sales order line. If the work order is a follow-up work order that is created from a work order material resource line, the earliest start time is equal to the current time.
Latest Finish Time | The latest time at which you can finish the work order. Note If you have made an appointment for the work order, you can only modify the earliest start time and the latest finish time in the Appointments (tsmdm0123m000) session. The planned finish time must be before the latest finish time. If the work order is derived from a maintenance sales order, the latest finish time is equal to the planned delivery time on the maintenance sales order line. If the work order is a follow-up work order that is created from a work order material resource line, the latest finish time is equal to the earliest start time of the work order activity/order depending on which the line is linked to.
Appointment | If this check box is selected, an appointment exists for the work order, and you can only modify the earliest start time and the latest finish time in the Appointments (tsmdm0123m000) session. Note If the work order is derived from a maintenance sales order, you must enter the delivery time of the sales order on the appointment to determine the earliest start time and the latest finish time.
ATP Date | The ATP date when the specific spare part is available in the warehouse. Note When the ATP date is greater than the earliest start time then the earliest start time is set equivalent to the ATP date. The Planned Delivery Date is also changed to match the ATP date. The ATP date is not generated when: The ATP check does not generate any date. The Item is not present in the warehouse The master plan is not present When the item falls outside the range of the master plan horizon range.
ATP Check | This is a display field. The checkbox is selected by default when there is a change in the planned start time and appointment due to the ATP check. Related topics ATP
Order Duration | The order duration for a work order with no related activities can be manually entered and is equal to the time between the planned start time and the planned finish time. The order duration for a work order with related work order activities is the sum of the duration of the related work order activities. The activity duration is calculated in the Work Order Activities (tswcs2110m000) session. If you change the order duration, the planned start time and the planned finish time must be updated. Note The order duration is expressed in the time unit that you defined in the General Service Parameters (tsmdm0100m000) session. You can only modify the order duration for work orders that have the Free or Released status.
Order Duration | The time unit in which the order duration is expressed. The time unit for duration is defined in the General Service Parameters (tsmdm0100m000) session.
Planned Start Time | The planned time to start to carry out the work order. If you have defined work order activities, the planned start time is derived from the work order activities. The planned start time can be (re)calculated based on the order duration and the planned finish time. Click Determine Start to (re)calculate the planned start time based on a calendar. Note The planned start time must be: Equal to or after the earliest start time. Equal to or before the latest finish time.
Finish | The planned time on which you must finish the work order. If you have defined work order activities, the planned finish time is derived from the work order activities. The planned finish time can be (re)calculated based on the order duration and the planned start time. Click Determine Finish to (re)calculate the planned start time based on a calendar. Note The planned finish time must be: Equal to or after the earliest start time. Equal to or before the latest finish time.
Start | The date and time when work on the work order activities started.
Finish | The date and time when work on the work order activities was finished.
Reference | The reference used by the sold-to business partner to identify the order if the work order originates from a maintenance sales order.
Sold-to BP | The sold-to business partner if the work order originates from a maintenance sales order.
Cluster | If the work order originates from a maintenance sales order and the item is part of a cluster, the cluster is displayed.
Maintenance Sales Order | The maintenance sales order from which the work order is derived.
Top Work Order | The very first work order from which the initiating work order of the current work order was derived.
Initiating Work Order | The work order from which the current work order is derived. If the work order is a follow-up work order for disassembled items, the related parent work order is displayed.
Quotation | The quotation number that is linked to the work order.
Coverage Type | The coverage type for the work order is used to cover the general work order costs in Financials. Note You cannot change the coverage type after you have booked actual costs in Financials. However, you can change the coverage type for WIP costs that are booked in Financials.
Actual Problem | A source or symptom of malfunction or disturbance.
Actual Solution | Codes on calls and service orders that enable you to analyze the orders.
Problem Text | If this check box is selected, some text with additional problem details is available.
Solution Text | If this check box is selected, some text with additional solution details is available.
Commands | Description
Perform ATP check | Performs the ATP check for the selected work order and updates the ATP date. In case the item, quantity, warehouse or delivery date are changed then the ATP check is performed again and the ATP date is updated. Related topics ATP Impact of ATP Date
Work Order Activities | Choose this option to view existing activities or add new activities to a work order in the Work Order Activities (tswcs2110m000) session.
Calculate | Calculates the planned start time for the work order activity, based on activity duration, planned finish time, and applicable calendars. You can calculate the planned start time if the work order activity status is Free, Planned, or Released.
Generate... | Choose this option to create a serialized item for the item and the serial number in the Serialized Items (tscfg2100m000) session.
Plan... | Use this option to plan work orders and/or activities in the Work Order Planning/Releasing (tswcs3200m000) session.
Release... | Use this option to release work orders and/or activities in the Work Order Planning/Releasing (tswcs3200m000) session. The selected Work Order Activities are released, independent of the header status( Free or Planned). The status of the Work Order Activities, which are not selected for release, remains unchanged.
Close... | Use this option to close the work order (activities) in the Close Work Orders (tswcs2265m000) session.
Complete Order | Choose this option to change the work order status to Completed. You can change the status of a work order from Released to Completed if no activities are present for the work order.
Close Order | Choose this option to close a work order (status: Signed-Off or Completed ). You can close a work order with status Completed if no activities are present for the work order.
Calculate | Use this option to calculate the planned finish time for the work order activity, based on activity duration, planned start time, and applicable calendars. You can calculate the planned finish time if the work order activity status is Free, Planned, or Released.
Material Resources | Choose this option to add material resources to a work order activity.
Hours Accounting | Choose this option to do hours accounting in the Work Order Hours (bptmm1140m000) session. Note You cannot use this option if: People is not implemented. The work order status is Free or Planned.
Other Resources | Starts the Work Order Other Resources (tswcs4130m000) session.
Measurements | Starts the Work Order Measurements (tswcs2120m000) session.
Item Receipt | Use this option to calculate the actual receipt time for the work order.