Create Maintenance Work Orders

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:

DATE OF SERVICE

Enter the service date. This will become the W.O. date.

LOCATION, "ALL" OR "SEL"

• Type ALL to include 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.

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.

POST TO CUSTOMER #

Enter the customer # for the W.O. or select one from the window.
i.e. REPAIR

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.

USE CONTRACT CUSTOMER

Uncheck this box if the customer selected above for the 'Post to Customer#' should be assigned to all the new Work Orders that are created from this run.

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.

RESPECT CHECK LIST PRINTERS

This feature does not apply to Windows systems.

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.

EMAIL

This field is only enabled if Respect Check List Printers is not selected and when the "Use Contact Document Emailing" feature is activated in the Company Email Configuration.

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.

Finished?

Click ACCEPT to generate the Create Work Order Report, or CANCEL to abort.

The report lists the Product#, Description, Contract#, Service Interval, Location, Last Service Date, Cost, and Component Cost.

REPORT Confirmation to Proceed

Click YES if a Work Order should be created for each product listed.

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.

PRINTING:

The new Work Orders are printed by location.
Work Orders generated from a Service Interval for a site are sorted by the Ship To City from the Contract, which is now also the Ship To City on the W.O.

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:

• Inspection Forms will automatically be added to the Work Order if the product being serviced has been assigned a standard 'Model' defined in the Make/Model and Re-Order Information window, and that 'Model' is flagged to "Assign to WO" in the 'Inspection Forms' window on the Product Make and Model Master table.
• Inspection Forms will automatically be added to the Work Order if the form is flagged to "Assign to WO" in the 'Inspection Forms' window on the product Group.