Once the report output has been produced from Generate Maintenance Edit, then updated and verified in View Maintenance Edit Results, Work Orders can be generated for the selected Non-Bulk Rental equipment, including any Primary and Component items.
When a Work Order is created the corresponding Maintenance
Schedule record is removed from the edit list in View Maintenance Edit Results.
If a W.O. is not created, the maintenance schedule record remains
on the edit list until it is converted to a W.O. later, or deleted,
or the edit list is re-generated.
Taxes are only calculated on Work Orders that are created and invoiced through Work Orders and not on Maintenance Work Orders that are generated for repairs or service on rental fleet equipment.
The prompts to create the Work Orders are:
Note: The 'Posting Type' assigned to the new Work Orders is determined by the division of the new W.O. document according to the 'Default Posting Type' defined in the Division Work Order Parameters.
This customer number defaults from the 'Rental Return Work Order Customer' defined in the Division Work Order Parameters for the operator's signed in division but can be over-typed as required.
Check this box to assign the customer on the contract to the new
Work Order if the asset being serviced is currently on an open
contract.
If the asset is not currently on an open contract then the customer
selected above for the 'Post to Customer#' is assigned.
Regardless of “Use Contract Customer” value, the open Contract
number and customer number are always reflected on the report for
reference.
The open Contract number from "Maintenance Work Orders" is also
listed on the detailed spreadsheet output of the Work Order Report.
The Ship-To or Site address is also reflected on the W.O.
regardless of “Use Contract Customer” value.
Uncheck this box to print to the printer selected for this
workstation.
A printer can be confirmed or re-selected from the Printer option
located on the menu bar at the top of the screen.
For LINUX systems, check this box to print the Work Orders to the location printers setup in Check List Printers.
Note: When Maintenance Work Orders are printed using the Respect Check List Printers feature they do not respect the Forms Control print format, or server-side PDF printing, or emailing.
Uncheck this box if this document should not be emailed at this
time.
The order can later be emailed from Print
Maintenance Work Orders if required.
Check this box to email this document in a single email as
outlined in the Compose Email.
The report lists the Product#, Description, Contract#, Service Interval, Location, Last Service Date, Cost, and Component Cost.
Click NO if the information is not correct. The edit report can then be modified in View Maintenance Edit Results before re-running this utility to create Work Orders.
On LINUX systems, the W.O. can be set to print at the location printer as designated for the division in Check List Printers.
Service Work Orders can also be printed from Print Maintenance Work Orders.
Document Reprint Log:
When the orders are emailed or
printed a Document Reprint Log is generated
listing the documents with the actions and recipients.
Work Orders can be further edited manually using Work Orders.
Maintenance Instructions assigned in the Maintenance Schedule are added to the document
Comments on the W.O.
When the service work is completed they can be closed individually
to a repair through Work Orders using
Close Internal Work Orders, or closed by
batch in Close Maintenance Work
Orders.
Inspection Forms for Texada Web Work Orders:
When Texada Web is activated in Logistics, then Inspection
Forms will be automatically added to the resulting Work Orders if:
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