Close Maintenance Work Orders
Work Order Menu -> Maintenance Scheduling -> Maintenance Work Orders -> Close Maintenance
Work Orders
This utility can be used to identify open Work Orders for a
location, and when the service is completed to close them in a
batch by converting them to repair history transactions.
It applies only to Work Orders that were created through Create Maintenance Work Orders.
Close Internal Work Orders can also be
used to close individual Work Orders.
When the Work Orders are closed the costs of parts used will the
print on the Rental Journal Transaction report and post on the next
Daily Close 3.
Note: Work Orders that have no labor, parts, services, or
comments (other than system generated comments) are deleted and an
audit record is written that can be viewed in Delete Log . A Repair transaction is not
created.
If the W.O. was created because the item was due per the
Maintenance Schedule, and it is now deleted, the Maintenance
Schedule is not updated with a service date.
The prompts to generate an edit list in preparation for closing
the completed Work Orders to repair transactions are:
-
- LOCATION, "ALL" OR "SEL"
-
- Type ALL to include Work Orders for all locations in the edit
list.
- To view products for a single location, leave this field blank
for the Head Office, or enter a specific location code, or select
one from the drop-down list.
- Type SEL to select a range of inventory locations to include in
the edit list, as outlined in Division Select
By Region.
REPAIR CODE
- Enter the Repair Code that should be assigned to most of the
Repair transactions, or select one from the window as set up in
Repair/Maintenance Codes.
Repair codes can be changed for specific transactions in the edit
screen as required.
CHARGE CODE
- Enter the Charge Code that should be assigned to most of the
Repair transactions, or select one from the drop-down list as set
up in Repair Charge Codes.
Repair codes can be changed for specific transactions in the edit
screen as required.
Finished?
- Click ACCEPT to proceed, or CANCEL to abort.
Edit Close Maintenance Work Orders Output Screen
-
- Any error warnings are displayed explaining why a W.O. could
not be closed and a window is provided to drill down to the W.O.
details as outlined in View Document
Information.
e.g. "Parts are on backorder" or "Zero cost on part"
- In the output screen, W.O. records can be deleted if the
service work is not completed and they should not be closed
yet.
- Repair and Charge codes can be changed.
- Meter readings can be updated for the W.O. and when appropriate
to also update the product file meter reading.
The fields are:
- LOC
- The location that the W.O. will be closed to, displays.
WORK ORDER
- The W.O. number displays.
A window is provided to drill down to the W.O. details as outlined
in View Document Information.
DATE
- The W.O. header date is displayed.
MAKE/MODEL
- The product number of the equipment being serviced is
displayed.
DESCRIPTION
- The product description is displayed.
METER
- The Meter reading from the W.O. is displayed where
applicable.
This can be updated as required.
Expanded Record
- Click EXP/CON or press <F9> to expand the
record and to view the Repair and Charge Codes.
These can be changed as required.
Finished ?
- When the listing Work Orders is verified, click ACCEPT to
accept, or CANCEL to abort.
Generate Report Confirmation Screen
- Select one of the following:
Accept Report Confirmation Screen
- Click YES to close the completed Work Orders to repair history,
posting parts costs in the next Daily Close 3.
Work Orders with no information will be deleted and an audit record
written to Delete Log.
Click NO to abort. The Work Orders will remain open for further
processing.
Topic Keyword: WRPH13