Work Order Processing PM_WO_300 Use the forward button below ( ) to advance through the slides. Work Order Processing PM_WO_300_LSO_v1 1 Prerequisites and Roles Prerequisite UK_100 IRIS Awareness & Navigation If you have not completed UK_100,
please do so prior to taking this course. Roles This course is primarily intended for all Plant Maintenance managers, supervisors, and workers who will process work orders will take this class. Work Order Processing PM_WO_300_LSO_v1 2 Course Content
Setting the Training Environment Activating GUI-XT Unit 1 Work Planning Overview Unit 2 Work Orders Overview Unit 3 Creating a Work Order Unit 4 Changing Work Orders Unit 5 PM Materials Unit 6 Work Order List Displays Work Order Processing PM_WO_300_LSO_v1 3
Course Assessment There are two parts to the Work Order Processing assessment which must be completed successfully prior to receiving credit for this course. Part 1 Check for Understanding: This is a series of questions which will be presented at the end of each unit. To complete: 1. Click on the radio button next to your answer 2.
Click on the Next button 3. Repeat Steps 1 & 2 for each question 4. After answering all of the questions, click on the Submit All or Submit All Answers button 5. Upon passing, click on the Finish button to continue to the next unit in the course Work Order Processing PM_WO_300_LSO_v1
4 Course Assessment (Continued) Part 2 Work Order Processing Assessment: This is the hands-on portion of the assessment which you will perform in the Training Sandbox. Further information on this part of the assessment will be given to you at the very end of this course. Work Order Processing PM_WO_300_LSO_v1 5 Work Order Processing Practice Guide
As noted at various points in this course, the Work Order Processing Practice Guide is available should you want to practice the various transactions discussed in this course. The guide is optional and not a requirement for completing this course. To access the guide: 1. Click on the Attachments link ( corner of this screen 2.
Click on the Work Order Processing Practice Guide link (the guide will open in a separate browser window) 3. Print the guide 4. Follow the instructions listed in each exercise Work Order Processing PM_WO_300_LSO_v1 ) in the upper-right 6 Work Order Processing Training Environment Plant Maintenance uses a GuiXT (graphical user interface) that changes the
look of the IRIS/SAP screens. On the Main Menu screen it adds push buttons on the left side of the screen. You can use these buttons to get to various transactions once your training is complete but during training please do not use the push buttons to navigate to the various transactions we will use. Main Menu screen without the GuiXT activated Main Menu screen with the GuiXT activated Work Order Processing PM_WO_300_LSO_v1 7 GuiXT Activation If your screen does not show the push buttons on the left side of the screen you will need to activate the GuiXT by following these steps: Click on the Customize Local Layout icon on the standard toolbar. Click Activate GuiXT Press Enter
This will activate the GuiXT and your screen should now show buttons on the left side of the screen. Work Order Processing PM_WO_300_LSO_v1 8 Plant Maintenance IRIS Project Goals Integrate Plant Maintenance with Finance, Human Resources, and Materials
Allow enhanced scheduling and planning for work assignments Provide work scheduling as well as management reporting tools Improve automated updates to customers about the status of work Implement a Preventive Maintenance system for buildings, areas, and equipment Use standard SAP functionality to collect utility use and cost information for recharge calculations Work Order Processing PM_WO_300_LSO_v1 9 Unit 1
Work Planning Overview Work Order Processing PM_WO_300_LSO_v1 10 The Plants in Plant Maintenance The Maintenance Plant
Represents the physical facility The entire UK campus: buildings and grounds Represents the place where maintenance materials are kept Always UK10 The Planning Plant Organizational in nature There are 4 main Planning Plants: - Main Campus PPD (CPPD), - Medical Center PPD (MPPD), and - Housing (HOUS) - Capital Project Management Division (CMPD)
Work groups are grouped by plant Work Order Processing PM_WO_300_LSO_v1 11 Functional Locations The Functional Location identifies the physical location of a building, room, elevator, stairway, equipment, etc. The Structure of the Functional Location is as follows:
The first level would be the campus (LX-) The next level is the building (LX-xxxx) The next level is the floor (LX-xxxx-xx) The next level is the room (LX-xxxx-xx-xxx) There is a separate structure for Grounds (exterior space) Work Order Processing PM_WO_300_LSO_v1 12 Functional Location Structure - Example
Click though the following example to see how a location, room 72 in McVey Hall, is identified by the functional location. The Building: McVey Hall The Floor: LX-0045 LX-0045-00 McVey Hall, basement, The Room: LX-0045-00-72
McVey Hall, basement, room 72 Work Order Processing PM_WO_300_LSO_v1 13 How Functional Locations are Used Maintenance repairs and work requests are written referencing the functional locations. Work orders may be listed by functional location or rolled up to the organizational area (CPPD, MPPD, HOUS, CMPD). Accounting information for chargeback is automatically assigned to the
work order from the functional location. (This may be overridden if required.) Statistical reporting will provide summary work order counts and costs at the functional location or the organizational level(s) above it. Equipment may be assigned to a functional location. Work Order Processing PM_WO_300_LSO_v1 14 Unit 1 Check for Understanding Work Order Processing PM_WO_300_LSO_v1 15 Unit 2 Work Orders Overview
Work Order Processing PM_WO_300_LSO_v1 16 What is a Work Order? A work order is a financial and work management transaction used to plan and charge labor, stock materials, non-stock purchases, and services It is integrated with Financials, Materials Management, and Human Resources in the IRIS system A Work Order may be created from a Notification or without an existing Notification Multiple Notifications can be turned into ONE Work Order
Work Order Processing PM_WO_300_LSO_v1 17 Why are Work Orders used? Work Orders are used: To plan and schedule work To accumulate charges for work that will be recharged to others To document the costs of an event For Preventive Maintenance work Work Order Processing PM_WO_300_LSO_v1
18 Who Creates Work Orders? This function will be used primarily by the Dispatch area (Work Control Centers) to create orders to initiate work to be done. Authorized users responsible for creating orders for their area will also have access to create work orders in IRIS. Work Order Processing PM_WO_300_LSO_v1 19 Required Information on a Work Order
Order Type - A four-character code used to distinguish the different work order types. Priority - An indicator of when this work should be scheduled. Examples: REPR = Corrective Repair; RENV = Renovation Examples: Daily Operations; Emergency Object to be maintained Functional Location or Equipment
Functional Location - Place where the work is to be performed; i.e., a building, floor, room, or exterior (Grounds) Example: LX-0030-01-104 = 104 Student Center (0030=Student Center, 01=First Floor, 104=Room 104) Equipment Can be located at a Functional Location Example: H-222 Ice Maker Work Order Processing PM_WO_300_LSO_v1 20
Optional Information on a Work Order Description Text describing the work that is to be done; this can include long text of unlimited length Work Duration Number of hours of planned labor Examples: Repair thermostat; Fix broken window
Example: 2 H (2 hours) Main Work Center = 2 fields Field 1 - Initially created Unassigned but could be changed to the Work Center or individual responsible for maintaining the order, equipment, etc. - Field 2 - The responsible planning plant - based on the Functional Location. Work Order Processing PM_WO_300_LSO_v1 21 Other Work Order Information
Person Assigned could be someone with a specialty in a certain area Materials parts and supplies needed to perform the work Planned labor and materials Actual labor and materials costs Special Conditions Examples: may have to wait to do work when patient leaves Hospital room or when students leave residence hall, or may be hazardous materials in the area Many of these items are added later as additional planning is performed for
more complex work orders. Work Order Processing PM_WO_300_LSO_v1 22 Unit 2 Check for Understanding Work Order Processing PM_WO_300_LSO_v1 23 Exercise 1 To set up your PC to practice the transaction(s) discussed in this course, refer to: Exercise 1 Preparing to Use the IRIS Training Sandbox
as detailed in the PM_WO_300 Practice Guide. Work Order Processing PM_WO_300_LSO_v1 24 Exercise 2 To practice the transaction(s) discussed in this unit, refer to: Exercise 2 Display a Work Order IW33 as detailed in the PM_WO_300 Practice Guide. Work Order Processing PM_WO_300_LSO_v1 25
Unit 3 Creating a Work Order Work Order Processing PM_WO_300_LSO_v1 26 Creating Work Orders Work Orders can be created in a number of ways. They can be created: Directly using Transaction code IW31 Directly from a Notification with Transaction code IW22
Using a Notification with Transaction code IW34 Using more than one Notifications with Transaction code IW34 Work Order Processing PM_WO_300_LSO_v1 27 Create a Work Order Transaction Code IW31 There are 3 required fields on the Create Work Order Initial screen: Order Type Priority Functional Location or Equipment You can type entries directly into the fields or select them from possible entries. Work Order Processing PM_WO_300_LSO_v1
28 Work Order Order Types Enter the Order Type or select one by clicking on the Possible Entries icon. From the list of possible Order Types, double-click on the one you want to use. Notice that the last entry in the Possible Entries list is labeled Type SM03 Repair Service but Type REPR Corrective (Repair) is the correct one to used. Work Order Processing PM_WO_300_LSO_v1 29
Work Order Types and Examples The table below shows the five Order Types used and an example of each Type CASH EVNT PREV RENV REPR Description Cash Charge out Order Example: Fraternity Work Special Event Example: Commencement Preventive Maintenance
Example: Oil HVAC regularly Renovation (Charged Out) Example: Install new bathroom Corrective (Repair) Example: Repair hinge on door Work Order Processing PM_WO_300_LSO_v1 30 Priority To enter the Priority, click on the drop-down icon in the Priority field to see the available choices.
Each priority has a specified time span for the work. The time span indicates when the work needs to be performed and is incorporated in the Work Order. Select the appropriate priority. Work Order Processing PM_WO_300_LSO_v1 31 Priority and Time Spans for Work Orders The table below shows the start and end times for various priorities for all the areas in Facilities. Description Start
End Emergency 10 Min 24 Hours General Maint. 7 Days 30 Days Schedulable Maint. 7 Days 30 Days
Daily Operations 1 Day 2 Days Research Fac. 1 Hour 4 Hours Patient Care 1 Hour 4 Hours
Elect. Improv. 3 Days 10 Days - - Renovations Work Order Processing PM_WO_300_LSO_v1 32 Functional Location If you know the Functional Location you can enter it directly into the field. If you do not know the Functional
Location, you can either click on the: Possible Entries icon, or Structural List icon to search for it search. We will cover both methods. Click on the Possible Entries icon. Work Order Processing PM_WO_300_LSO_v1 33 Functional Location Possible Entries The Possible Entries function is used throughout SAP to search for what could possibly go into a particular field. It is a very valuable and helpful technique to understand. The first time you click on Possible Entries from any field, the Functional Location search box will appear. If it is a tab format, it will open to the first tab. It does this because it does not know yet how you like to search from that particular field.
Work Order Processing PM_WO_300_LSO_v1 34 Functional Location Possible Entries (cont) The easiest way to change tabs is to click on the tab list icon. This shows you all the tabs that are available. You simply click on the tab you want. Click on the Text (= Description) tab. Work Order Processing PM_WO_300_LSO_v1 35 Search with Possible Entries Now that you are on the Text (= Description) tab, enter your search text in the Description field. Remember to use the asterisk (*) as the wildcard character to expand your search criteria and since you do not know how entries will be listed, it is best
to start with asterisks on each side of the entryExample: You need the Functional Location for 72 McVey Hall. Enter *mcvey* for McVey Hall. Do not use any spaces since they will become part of your search criteria. Once your search criteria is entered press the Enter key. Work Order Processing PM_WO_300_LSO_v1 36 Possible Entries Results The Functional Locations that match your query will be displayed and the results are always sorted by the first column. In the example all locations with mcvey in the description are shown. If you need to tweak your search criteria to either expand or reduce the number of entries found, click the bar under the tab headings. The original search criteria will be
displayed and can be changed. After you press enter the new results will be displayed. Work Order Processing PM_WO_300_LSO_v1 37 Possible Entries Results (cont) In this example you needed the Functional Location for 72 McVey Hall. When you locate the Functional Location you need, double-click on it to populate the Functional Location field on the Create Work Order screen. Work Order Processing PM_WO_300_LSO_v1 38
Functional Location Structure List Another method to search for a Functional Location is the Structure List. To see the complete Functional Location Structure, enter LX first and then click the Structure List icon The list will take a while to open. NOTE: If you click the Structure List icon before you enter lx in the field, click the application menu to open it and then click Stop Transaction. This will take you back to the main SAP Menu screen and you will need to start over. Work Order Processing PM_WO_300_LSO_v1 39
Create Order: Structure List Once the Structure List appears you will be able to see all Functional Locations and Equipment Locations. You can expand and collapse locations as needed by clicking the triangles or the FunctLocation icon You can expand and collapse equipment as needed by clicking the equipment icon Clicking the double arrows shows all objects. Work Order Processing PM_WO_300_LSO_v1 40 Create a Work Order IW31
Once the 3 required fields are complete Press Enter Work Order Processing PM_WO_300_LSO_v1 41 Multiple Work Orders for Functional Location If there have been 3 or more work orders for this functional location during the previous 12 months, the Object Information box appears. This is an informational notice only and alerts the user that there might be a recurring problem and that proactive action might be taken when time permits.
Press Enter to close this notice and proceed to the work order screen. Work Order Processing PM_WO_300_LSO_v1 42 Anatomy of a Work Order Save and Exit Save Release and Save Description Order Type/Number To add more detail to the description
Main Work Center Priority Basic start and end times Functional Location Work Center Plant Planned Labor Required Work Order Processing PM_WO_300_LSO_v1 43 Create a Work Order Description In this unit you will only enter a short description
and planned labor. Enter a description of the work. To add more detail, click on the Create Text icon. Work Order Processing PM_WO_300_LSO_v1 44 Create a Work Order Planned Labor For planning purposes it is suggested that you enter an estimate of the labor time required. 2 hours were entered on this order. After entering planning time, click either on the Save icon
or the Save and Exit push button to save the order. Work Order Processing PM_WO_300_LSO_v1 45 Work Order Number The 12 digit Work Order number is displayed in the lower-left corner of the screen. As soon as you click somewhere the number will disappear. Only REPR (Corrective Repair) Work Orders are saved with a notification number (background system paperwork) All other Work Orders are saved without a notification number. Until the Work Order is released it can not be worked and any components will not be staged or ordered.
Work Order Processing PM_WO_300_LSO_v1 46 Notifications and Work Orders A Notification is a non-financial transaction that is used to report a problem, request work, or record an event or activity. It is purely informational in nature. A Work Order is a financial and work management transaction that is used to plan and charge labor,
stock materials, non-stock purchases, and services. Not all areas in Facilities use Notifications. A notification is typically the what, where, and contact info. Work Order Processing PM_WO_300_LSO_v1 47 Create Work Order from Notification IW34
A Work Order can be created from an existing Notification by using transaction code IW34. This function can be used after looking at a list of Notifications to create an order to do the work. One Work Order can be created for multiple Notifications. For example, if 10 Notifications are received for the same power outage, only one Work Order is really needed. To create a work order from a notification using IW34 the following information is required: Order Type A four-character code used to describe an order type Priority Indicates when the work should be scheduled Notification (number) The number assigned to the notification by the system when the notification was created
Work Order Processing PM_WO_300_LSO_v1 48 Required Fields IW34 Click on the Possible Entries icon to see the list of Order Types and doubleclick the one you want. Type the Notification number in the Notification field. If you do not know the number, click on the Possible Entries icon to search for it. Click the drop-down icon in the Priority field to see the choices, and then click on the one you want.
Work Order Processing PM_WO_300_LSO_v1 49 Work Order Created from Notification IW34 When all the required fields are complete, press the Enter key or click on the Enter icon and the Work Order is created. No matter how a Work Order is created A Work Order is a Work Order. Work Order Processing PM_WO_300_LSO_v1 50
Create Work Order Directly from Notification IW22 On IW22 type the Notification number in the Notification field. If you do not know the number, click on the Possible Entries icon to search for it. When the Notification appears click the Create Order icon Enter the Order Type on the Create Order dialog box that appears and press Enter. Work Order Processing PM_WO_300_LSO_v1 51 Work Order Created Directly from Notification IW22 If an Object Information box
appears, just press Enter to get to the Work Order. No matter how a Work Order is created A Work Order is a Work Order. Work Order Processing PM_WO_300_LSO_v1 52 Creating a Sub-order IW36
Sub-orders are typically used to break a project into units by craft or shop. Each shop can estimate its costs on a sub-order and these can be tracked at the sub-order and superior order level. A sub-order is a work order that has a link to a superior order. The actual costs of sub-orders may be viewed from the superior order The costs of the sub-orders may either settle to the superior order or directly to another cost object. Sub-orders may have sub-orders. To create a sub-order, a work order needs to be identified as the superior work order. Work Order Processing PM_WO_300_LSO_v1 53 Create Sub-order IW36 Using IW36 enter the: Order Type
Priority In the Superior Order field enter the work order number for the work order that will be identified as the superior work order. Work Order Processing PM_WO_300_LSO_v1 54 Sub-order Created The sub-order is created. The only difference between a work order and a suborder is the sub-order has a link to the superior work order.
No matter how a Work Order is created A Work Order is a Work Order. Work Order Processing PM_WO_300_LSO_v1 55 Superior and Sub-order Links The superior work order has a link that will show all the sub-orders under it. Click the icon to show the sub-orders. Double-clicking a sub-order will display the sub-order. All sub-orders have a link to their superior work order.
A sub-order can also be a superior order. It will have links to both the superior order and the sub-orders. Work Order Processing PM_WO_300_LSO_v1 56 Unit 3 Check for Understanding Work Order Processing PM_WO_300_LSO_v1 57 Exercise 3 To practice the transaction(s) discussed in this unit, refer to: Exercise 3 Create a Work Order IW31
as detailed in the PM_WO_300 Practice Guide. Work Order Processing PM_WO_300_LSO_v1 58 Unit 4 Changing Work Orders Work Order Processing PM_WO_300_LSO_v1 59 Change a Work Order IW32
You may need to modify an existing work order to change any of the following: Description of the Work Functional Location Work Duration Components Person or Work Group Assigned And other information Work Order Processing PM_WO_300_LSO_v1 60 Change a Work Order IW32 In IW32 enter the Order number in the Order field and press Enter. The work order is displayed ready to be
changed. If you do not know the Order number, click on the Possible Entries icon to search for it. Work Order Processing PM_WO_300_LSO_v1 61 Change a Work Order IW32 In this example we needed to add chairs, podium to the work description and increase the Labor Required from 2 hours to 3 hours. Remember, you can also change: Functional Location Add Components Person or Work Group Assigned And other information
When you have completed all the changes, click the save icon. The Work Order is saved with its original number and is displayed in the lower-left corner of the screen. Work Order Processing PM_WO_300_LSO_v1 62 Unit 4 Check for Understanding Work Order Processing PM_WO_300_LSO_v1 63 Unit 5 PM Materials Work Order Processing PM_WO_300_LSO_v1
64 Materials and Inventory Materials Management Inventory replaced Stores Inventory Systems On-shelf inventory should be kept to a minimum We are utilizing just-in-time inventory (parts are requisitioned daily) There are stock, non-stock, and non-file materials Materials may be planned (used on a routine basis) and unplanned Stock and non-stock materials will be identified by numbers in IRIS
Non-file materials are not identified by numbers in IRIS Work Order Processing PM_WO_300_LSO_v1 65 Types of Components Stock materials: - Parts are kept on hand and - have IRIS material numbers Non-stock materials:
- Parts which are used less frequently - they are ordered as needed from suppliers and - have IRIS material numbers Non-file materials: - Parts are ordered as needed and - do not have IRIS material numbers - remember non-file means not on file Services: Services provided by external companies and are requested as needed
Text Items: Text Items are instructions or comments about materials required for a work order, such as a note to bring a ladder or supplies like electrical tape. Work Order Processing PM_WO_300_LSO_v1 66 Planned Materials on a Work Order Planning a STOCK material results in a Reservation being created in the Storeroom.
Planning a NON-STOCK material results in a Reservation being created in the Storeroom and in the automatic creation of a Purchase Requisition. The Storeroom can then pick, stage, and deliver the materials as required. The requisition is processed by Purchasing and materials are delivered to Central Stores. The Storeroom can then pick, stage, and deliver the materials as required. Planning a NON-FILE material results in a Reservation being created in the Storeroom and in the manual creation of a Purchase Requisition.
The requisition is processed by Purchasing and materials are delivered to Central Stores. The Storeroom can then pick, stage, and deliver the materials as required. Work Order Processing PM_WO_300_LSO_v1 67 Unplanned Materials on a Work Order Unplanned stock materials may be issued directly to a work order. Storeroom personnel will issue the material and charge it to the work order
number. The name of the person receiving the material is also recorded. Work Order Processing PM_WO_300_LSO_v1 68 How to plan stock materials There are several ways to select the materials: Enter the component number, if known Use Possible Entries to search to find the part number or description.
Asterisks are used as wildcards in a search to let you search using partial information. Examples: *bearing* will find all materials with bearing anywhere in the description; *filter*16* will find all materials with filter and 16 in the description (such as Filter, Air, 16x20x1) For more detailed information using Possible Entries see the Functional Locations slides earlier in this course. Work Order Processing PM_WO_300_LSO_v1 69
Planning Materials on an Order To add materials to an order, click on the Components tab. The Components tab of a Work Order is displayed Work Order Processing PM_WO_300_LSO_v1 70 Columns on the Components Tab Item Sequential number on the list Component The component number in IRIS
Description Text describing the component Reqmt Qty Quantity required for the work UM Unit of Measure, such as EA for each IC Item Category; Stock, Non-stock, Non-file, etc. SLoc
Storage Location Plnt Plant; always UK10 Work Order Processing PM_WO_300_LSO_v1 71 Planning Stock Materials The component field is used for the IRIS Component number for both stock and non-stock items. If you know the component number, enter the number in the field. If you do not know the component number, use Possible Entries to search for the number. Work Order Processing PM_WO_300_LSO_v1
72 Planning Materials Possible Entries When the Possible Entries search box appears click the list icon and choose the Plant Material by description tab to search for components by a description. Work Order Processing PM_WO_300_LSO_v1 73 Planning Materials Search by Description We need to plan a faucet on the work order. Since we are not sure where in the description the word faucet appears, we use the wildcard character (the asterisk) both in front and in back of the word fauceti.e. *faucet*, to search for all materials with the word faucet anywhere in the description.
Work Order Processing PM_WO_300_LSO_v1 74 Planning Materials Search Results The search results appear. The faucet we need to plan is the Delta 501. Double-click the Delta 501 faucet to enter the component number in the component field. Work Order Processing PM_WO_300_LSO_v1 75 Planning Stock Materials Once the component number is entered you only need to enter the quantity required and press enter to complete the entry.
When you press enter, the system checks for the component number in the Master Data file. The system then automatically populates the Description, Unit of Measure, Item category, and stocking information fields. Repeat entering the component field, required quantity, and pressing enter for each Stock Material you want to plan. Work Order Processing PM_WO_300_LSO_v1 76 Planning Non-Stock Materials To plan a non-stock component the process is the sameYou enter the component number, the quantity required and press enter to complete the entry. The only difference between a stock and non-stock component is one is kept on hand in stock and the other is ordered as needed. The IC (Item Category) column shows the stock and non-stock status. The system has all the information necessary to automatically start the purchase requisition process to order the non-stock component.
Work Order Processing PM_WO_300_LSO_v1 77 Planning Non-file Materials For a non-file component, first enter a description, quantity, and unit of measure and then press the Enter key. A Detail Purchasing dialog box appears. Although the only required field is the Price field you should complete as many fields as possible. Purchasing will use this information to order the non-file component needed. If you are planning Services remember to change the Material Group. Work Order Processing PM_WO_300_LSO_v1 78
Purchasing Information Reference Only Slide Information required to order non-stock materials: Requirement Quantity How many are needed? (defaults from quantity entered on the Components tab) Price - Cost of material Material Group
System defaults to PM000001 for PM Non-Material Master Material If requesting services change to PM000002 for PM Non-Material Master Service Purchasing Group Defaults to 000 / UK00 000 = Work Order / UK00 = Purchasing Goods Recipient Who should receive the material? Requisitioner Who is requesting the material? Unloading Point Where should material be delivered? Vendor Material Number Description of the material Work Order Processing PM_WO_300_LSO_v1 79 Adding a Text Component
To enter a text item (additional instructions), enter the information in the description field and enter a T in the Item Category field (see line 0040)then press enter. If you press enter before entering the T in the Item Category field the system will assume you are entering a non-file item. Also notice that the non-file item on line 0030 does not have a component number. The reason is that the system does not have any information about the itemi.e. non-file equals not on file. Work Order Processing PM_WO_300_LSO_v1 80 Planned Cost Display When you Save the Work Order, all Costs are calculated automatically. To see the calculated cost now, select the Cost tab. Work Order Processing PM_WO_300_LSO_v1
81 Calculating Planned Components Cost Notice that only the initial planned labor cost are currently shown on the Cost tab. When the Work Order was saved, those cost were calculated. To see the additional calculated cost (the components just entered) now you need to refresh the screen. To do this click on the Determine Costs icon. This will calculate all cost items that were added to the work order since the last time it was saved. Work Order Processing PM_WO_300_LSO_v1 82 Planned Components Cost After clicking the Determine Costs icon all cost items are displayed.
When you have finished adding Components, click either on the Save icon the Save and Exit push button or The work order is saved with the same work order number and all cost items are calculated and saved. Until the Work Order is released it can not be worked and components will not be staged or ordered. If the order is to be released now, click on the Release and Save push button. Work Order Processing PM_WO_300_LSO_v1 83 Unit 5 Check for Understanding Work Order Processing PM_WO_300_LSO_v1 84
Exercise 4 To practice the transaction(s) discussed in this unit, refer to: Exercise 4 Add Components to a Work Order IW32 as detailed in the PM_WO_300 Practice Guide. Work Order Processing PM_WO_300_LSO_v1 85 Unit 6 Work Order List Displays Work Order Processing PM_WO_300_LSO_v1
86 Work Order List Displays in IRIS List Displays can help manage work. You can specify criteria and produce lists of work orders for planning and analysis. Selection screens and variants can narrow your requests for information. Drill-down (double-clicking an item) functionality can provide detail. In this unit we will look at 2 list displays:
List Display Orders IW39 Multi-Level Order List Displays IW40 Work Order Processing PM_WO_300_LSO_v1 87 List Display Orders IW39 To display specific work orders, you can set criteria such as Order Status, Type, and/or Functional Location, etc. To search in any field, click on the Possible Entries icon for that field. In this example we want to display a list of REPR (Repair) Work Orders that are Outstanding (Not Released) or In process (Released) for the date period showing.
After entering all your criteria, click the execute icon Work Order Processing PM_WO_300_LSO_v1 88 Display the List The results display as a list of orders that match the criteria specified. Work Order Processing PM_WO_300_LSO_v1 89 Change the Layout
Click the Change Layout icon to add or remove columns. You can add fields and rearrange the order of the columns. Click the Save icon to save the layout, or press Enter to simply display it. Work Order Processing PM_WO_300_LSO_v1 90 The Changed Layout The new layout appears. Work Order Processing PM_WO_300_LSO_v1 91 Download Data to Spreadsheet
To download the data to an Excel spreadsheet follow these steps: When the list is displayed, click on the Spreadsheet icon. You will be prompted to Enter number of key columns. You can leave it unchanged at 1. You will be prompted to choose Table or Pivot Table. Choose Table and click on the Continue icon. You will be prompted to save to MS Excel. Click on the Continue icon. Be patient. The data will appear in an Excel spreadsheet and you can format, save, and use it as you wish just as any other Excel spreadsheet. Work Order Processing PM_WO_300_LSO_v1
92 Multi-Level Order List Display IW40 A multi-level order list allows more detailed information. Use this function to view an order from a list to see more detail, such as any sub-orders or labor costs associated with the order. Work Order Processing PM_WO_300_LSO_v1 93 Multi-Level Order List Display IW40 Similar to IW39, to display specific work orders, you can set criteria
such as Order number, Type, and/ or Functional Location, etc. To search in any field, click on the Possible Entries icon for that field. In this example we are searching for all outstanding and in progress work orders for the date period showing. After entering all your criteria, click the execute icon Work Order Processing PM_WO_300_LSO_v1 94 Multi-Level Order List Display IW40 The Order information is displayed. To see anything in more
detail just double click the itemexamples: Double click a work order to open it. Double click a functional location to see the master data The legend is also shown. Work Order Processing PM_WO_300_LSO_v1 95 Unit 6 Check for Understanding Work Order Processing PM_WO_300_LSO_v1 96
Exercise 4 To practice the transaction(s) discussed in this unit, refer to: Exercise 5 Change Layout of Order List Display IW39 as detailed in the PM_WO_300 Practice Guide. Work Order Processing PM_WO_300_LSO_v1 97 Course Summary You should now have an understanding of:
Creating Work Orders Creating Sub-orders Changing Work Orders Materials Adding Components to Work Orders Work Order List Displays Work Order Processing PM_WO_300_LSO_v1 98 Contact Information
First point of contact for any problems should be the IRISPM Power User in your area Nick Arnold [email protected] 559-7605 Kevin Jones [email protected] 257-3421 Skip Van Hook [email protected] 257-5397 IRIS Plant Maintenance Team Kevin Cheser [email protected] Ben Crutcher [email protected] For more information visit the IRIS PM web site: www.uky.edu/IRIS/PM Work Order Processing PM_WO_300_LSO_v1
99 Course Assessment To complete Part 2 of the course assessment: 1. Click on the Attachments link ( corner of this screen ) in the upper-right 2.
Click on the Work Order Processing Assessment link (the assessment will open in a separate browser window) 3. Print the assessment 4. Follow all of the instructions listed Email [email protected] with any questions or issues. Work Order Processing PM_WO_300_LSO_v1 100 Course Completion Instructions
To complete this course: 1. Click on the Attachments link ( corner of this screen ) in the upper-right 2. Click on the QRC Course Completion link (the QRC will open in a separate browser window) 3. Print the QRC
4. Follow all of the instructions listed Email [email protected] with any questions or issues. Work Order Processing PM_WO_300_LSO_v1 101