- DIVISION OR "ALL"
- Type ALL to include Internal Work Orders from all divisions or
select an G/L Accounting division from the drop-down list as setup
in Divisions.
Note: This utility respects Divisional
Restricted Views according the Security
Roles assigned to the operator.
LOCATION OR "ALL"- Type ALL to include Internal Work Orders from all locations or
select an Inventory location from the drop-down list as setup in
Divisions.
FROM WORK ORDER- Leave this field blank to include all eligible Internal Work
Orders or enter a starting W.O. number for the range.
- TO WORK ORDER
- Leave this field blank to include all eligible Internal Work
Orders or enter an ending W.O. number for the range.
PRODUCT#- Leave this field blank to include Internal Work Orders for all
sales, bulk and non-bulk rental fleet equipment or enter the
product number or select it from the Inventory
Search window.
SORT BY- Select one of the following sort options:
- Click Product# to sort the bulk internal Work Orders by
product number in the resulting list.
- Click Work Order to sort the bulk internal Work Orders
by W.O. document number in the resulting list.
Note: Regardless of the sort order, if a metered product is on
multiple Work Orders the meter units can only be modified on the
first W.O. record.
Similarly the "Status" can only be modified on the first
W.O. record for the product.
TEXADA WEB COMPLETED ONLY- Check this box to only include Work Orders that were completed
in the Texada Web W.O. application. Uncheck this box if Work Orders
completed in SRM and in Texada Web should be included.
EXCLUDE WOs W/PARTS, LABOR, OR SERVICES- Check this box to omit any Work Orders with Parts and/or Labor
and/or Service details from the bulk close action.
This will require Work Orders with details to be reviewed and
closed manually.
Uncheck this box to include Work Orders with billing details for
Parts, Labor, and Services.
Note: Regardless of this flag, if the "Prevent Invoicing of
W.O.s with Parts on BO" feature is enabled in the Company Estimate and W.O. Parameters and a Work
Order has backordered parts or a W.O. is linked to a PO parts
order, then that W.O. is not eligible to be closed.
INCLUDE WOs W/ALL POSTING TYPES- Check this box to include Work Orders with any Posting Type,
including 'Std Invoice', 'Cust Damage', 'Internal' as well as Work
Orders with no posting type defined.
All the W.O.s closed by this utility will then be closed as
Internal repairs regardless of the original Posting Type.
Uncheck this box to only include Work Orders already flagged
with the Posting Type of 'Internal'.
REPAIR CODE- Enter a default repair code or select one from the drop down
list as setup in Repair Maintenance Code
table.
The Repair code can be used to sort and categorize the repair
transactions on the Repair History Report.
The selected code becomes the default assigned to the Work
Orders in the resulting W.O. list and can be changed in the
expanded detail record for specific WOs as required, before the
Work Orders are closed.
USE WORK ORDER CHARGE CODE- The Charge codes determines the G/L account for posting the
expense of the internal repair.
The selected code becomes the default assigned to the Work Orders
in the resulting W.O. list and can be changed for specific W.O.s in
the expanded detail record as required, before the Work Orders are
closed.
Check this box to use the Charge Code
that has already been assigned to the Work Orders, or to use the
default Charge Code defined in the
Rental Produce Class.
- CHARGE CODE IF CLASS NOT SET
- Enter a default charge code or select one from the drop down
list as setup in Charge Code table, that
should apply if there is no Charge Code on
the W.O. and none defined in the Rental
Produce Class.
Uncheck this box to set a new default Charge Code for all Work Orders.
- CHARGE CODE
- Enter a default charge code or select one from the drop down
list as setup in Charge Code table.
The selected code becomes the default assigned to all Work Orders
in the resulting W.O. list and can be changed for specific W.O.s in
the expanded detail record as required, before the Work Orders are
closed.
USE WORK ORDER CUSTOMER- Check this box to use the Customer number that has already been
assigned to the Work Orders.
Uncheck this box to set a new default Customer for all Work
Orders in the list.
- REPAIR CUSTOMER
- Enter a default customer or select one from the Customer Search window.
The selected customer becomes the default assigned to the Work
Orders in the expanded detail record in the resulting W.O. list and
can be changed for specific WOs as required before the Work Orders
are closed.
UPDATE STATUS CODE- Check this box to enable the 'Status' code field for the Work
Orders in the resulting W.O. list.
The product Status can then be changed on specific Work Orders as
required.
The Product Status Code Search window is
provided.
Uncheck this box if the Product Status code should not be
changed for Work Orders in the list.
UPDATE METER- The Meter units displayed for metered assets defaults from the
current meter reading stored Rental
Inventory. This may not be the same as the meter units logged
on the Work Order.
Check this box to enable the 'New Meter' field for the Work
Orders in the resulting W.O. list so the meter units can then be
updated on specific Work Orders as required.
Uncheck this box if the Meter Units should not be changed for
Work Orders in the list.
CLOSE ON WORK ORDER DATE- Check this field to close each selected Work Order to a Repair
as of the Work Order date.
Dates on individual Work Orders can be changed in the expanded
detail record in the resulting W.O. list before the Work Orders are
closed.
Uncheck this field to enter a 'Repair Date' to be assigned as
the default close date for all Work Orders in the list.
- REPAIR DATE
- Enter a date that becomes the default Internal Repair date and
Work Orders close date assigned to the for the W.O.s in the
resulting W.O. list. This date can be viewed and modified for
specific Work Orders as required in the expanded detail record in
the list before the Work Orders are closed.
Date Range Control:
If the operator does not have
date range override permission, to help prevent data entry
errors the date is checked against the current Date Range allowed
for "WORT" ENTER/CLOSE REPAIR TRX’S as defined in Date Range Control.
Even though this 'Repair Date' may be within the
allowable range there could be Work Orders that are outside the
range defined for WORT so a warning is triggered.
- The list of Work Orders outside the range are displayed by date
with the W.O.#, Bill name, date, product# and Ship/Site
name.
- The list can be resorted by any column in ascending or
descending order, by clicking on the column heading. Columns can
also be dragged and dropped to reposition them as required.
- Focus-on or highlight a W.O. line and click on the
DETAILS button to review the Header, Details, and
Totals information from the W.O. as outlined in View Document Information.
- Click on the EXCEL button to export the displayed
information to a spreadsheet.
Finished?- Click the ACCEPT button to generate the W.O. list, or CANCEL to
abort.
Resulting Work Order List
The eligible Work Orders for non-bulk rental equipment are listed
in a paging screen sorted by product number.
The information includes:
- SEQ
- The sequence number tracks the records in the paging
screen.
PRODUCT NO- The non-bulk rental asset on the Work Order is displayed for
reference.
WORK ORDER- The Work Order number is displayed for reference.
VIEW- Click on the button in the 'View' column to review the Header,
Details, and Totals information from the W.O. as outlined in
View Document Information.
CLOSE- Check this box if this W.O. should be closed by this
utility.
Uncheck this box if this W.O. should not be closed at this
time.
STATUS- The current status for the non-bulk rental product is
displayed.
This value can only be changed if the "Update Status
Code" option was selected in the initial parameters for this
run.
Enter the new Status Code or select it from the Product Status Codes Search window.
- Status Code Restrictions:
- Status Codes that turn off 'allow rent' or 'allow transfer'
cannot be selected as a change to these codes requires an Override
Reason. These Work Orders would have to be closed individually.
Only status codes having the same "Allow Depreciation" flag can be
re-assigned.
Any change to the Product Status Code is tracked in Status Code Change History for WOWH28.
Note: If there are multiple Work Orders for the same non-bulk
rental product, only the first occurrence of an asset will be
enabled to assign a new status value.
DESCRIPTION- The Status description is displayed for reference.
NEW METER- The current meter reading from Rental
Inventory is displayed.
This may not be the same as the meter units logged on the Work
Order.
This value can only be changed if the "Update Meter" option
was selected in the initial parameters for this run.
Enter the new meter in reading for the product.
Note: If there are multiple Work Orders for the same non-bulk
rental product, only the first occurrence of an asset will be
enabled to assign a new meter value.
REASON- If the New Meter reading entered is less than the
Current Meter Reading in Rental
Inventory, select a Reason Code from the Meter Reason Code Search window and complete any
required meter information as instructed for that Reason Code.
For information on tracking Meter correction, rollover or
replacement on equipment refer to Update
Meter Prompt/Meter Hours.
DESCRIPTION- The Reason description is displayed for reference.
Expanded Record Details- To view and access the Name, Repair Code, Charge Code and Date
fields, on the W.O. detail paging screen, press or click on the
EXP/CON button on the product detail line as follows:
- DESCRIPTION
- The rental asset description is displayed for reference.
REPAIR CODE- Accept the default Repair Code from the selection screen or
select one from the drop down list as setup in Repair Maintenance Code table.
CHARGE CODE- Accept the default Charge Code from the selection screen or
select one from the drop down list as setup in Charge Code table.
REPAIR CUSTOMER- Accept the default customer from the selection screen or select
one from or select one from the Customer
Search window.
CLOSE DATE- The close date of the Work Order defaults either from the
original W.O. or from the date specified in the selection screen of
this utility.
The date can be modified for SRM Work Orders as required.
Note: The Close Date is disabled if the W.O. was completed in
Texada Web.
OLD METER STOP- If the Meter has been replaced, the final meter reading on the
old meter is displayed for information only.
- NEW METER DIGITS
- If the Meter has been replaced, the number of digits on the new
meter is displayed for information only.
- NEW METER START
- If the Meter has been replaced, the new meter reading is
displayed for information only.
Finished?- Click ACCEPT to proceed with the bulk close or CANCEL to abort.
Date Security:
If the operator does have Date Range
Control permission Work Orders outside of the range will still
be closed on the W.O. date or on the W.O. adjusted date from the
paging screen.
If the operator does not have Date Range Override permission then
Work Orders outside of the range will be closed on the selected
'Repair Date'.
Bulk Work Order Close Summary:
The Close W.O. action will generate an Information Log report listing any Work Orders
that could not be closed with the reason, along with a list of Work
Orders that were closed to an Internal Repair. These are included
on the Print Repair Transactions
report.