After creating work order headers, define the specific work order activities to perform. You can either define work order activities on the Work order activities form (WDACTJ) or on the Activities page of the Work orders form (WMJOBS).
Define the trades necessary to perform the work, the specific steps involved, the materials required, and the work duration. Specify whether labor needs to be specially ordered. After task completion, indicate that an activity is completed.
You can also use the Activities page of the Work orders form to issue and return parts to an activity, schedule the activity, and book hours against the activity.
|
You cannot delete an activity after requisitions or quotations for the activity are created. |
If you previously specified a standard work order, Datastream 7i automatically displays the activities of the standard work order. Change the information as necessary.
Also, if you are using the VMRS option, you can associate VMRS codes with work order activities, enabling you to link warranty documents directly to work order activities, which enables you to create warranty claims at either the work order or the work order activity level.
|
You can also link warranty documents directly to work order activities on the Work order activities form (WDACTJ). |
Follow these steps to define regular work order activities.
Open the Work orders form (WMJOBS).
Query for the work order for which to define activities.
Click the Activities tab. Datastream 7i displays the Activities page.
Activity—Enter an activity number for the first activity. If you do not provide a number, Datastream 7i assigns a number.
Start date—Enter the starting date for the activity.
Trade—Click to select the trade required to perform the activity.
Order?—Select if you must procure services for the activity from an outside supplier.
|
If you are entering activities on the Work order activities form (WDACTJ), click Order details to enter service order details. |
Task—Click to select the task list for the activity.
Material list—Click to select the parts from a material list.
Estimated—Enter the estimated number of hours required to complete the activity.
In Hours remaining, Datastream 7i displays the estimated number of hours remaining for the activity. You may update this field at any time during the life cycle of the work order.
People required—Enter the number of people required to perform the activity. If no value is specified, Datastream 7i divides the value for Estimated by the product of the number of hours specified for the workday installation parameter on the Installation codes form (BNINST) and the value specified for Duration. Datastream 7i then enters that value as the number of people required.
Duration—Enter the duration of the activity, in days. Datastream 7i will not permit an activity’s Duration to exceed that of the entire work order. Recalculate Duration on the Record view page as necessary.
Task quantity?Enter the required number of units of the task to associate with the activity.
|
The number specified for Task quantity for the work order activity identifies the required quantity of a task based on the unit of measure defined for the task. When defining a task on the Tasks form (WNTASK), you can specify the number of Hours required for a task and the UOM for the Hours in the Task Details section of the form. When you enter a value for Task quantity for a work order activity, Datastream 7i automatically recalculates the total for Estimated for the work order activity by multiplying the number specified in Task quantity by the number of Hours defined for the task. |
% complete—Enter the percentage of work that has been completed for the activity.
Completed—Select if the activity is completed.
Complete steps 16-23 only if you use the American Trucking Association’s Vehicle Maintenance Reporting System (VMRS).
Reason for repair—Click to select the reason the vehicle needs repair (Code Key 14).
Work accomplished—Click to select the work performed on the vehicle (Code Key 15) as necessary.
Technician part failure—Click to select the reason the technician or supplier thinks the vehicle failed (Code Key 18) as necessary.
Manufacturer—Click to select the Manufacturer/Supplier Code (Code Key 34) to associate with the vehicle.
System level—Click to select the VMRS code identifying the system, e.g., brakes, frame, suspension, needing repair (Code Key 31).
Assembly level—Click to select the VMRS code identifying the subsystem needing repair (Code Key 32). The values available are based on the system-level code.
Component level—Click to select the VMRS code identifying the specific component or part needing repair (Code Key 33). The values available are based on a combination of the system-level code and the assembly-level code.
Warranty—Datastream 7i automatically selects Warranty based on whether Warranty is selected on the work order header. You can unselect Warranty as necessary.
If Warranty is selected on the work order header, Datastream 7i considers the warranty coverage as a "bumper-to-bumper" warranty that is applicable to all of the activities on the work order. However, if Warranty is not selected on the work order header, there may be warranties that are applicable to specific activities on the work order rather than the entire work order. Therefore, Datastream 7i locates all of the warranties that are associated with the VMRS code(s) selected for the System level, Assembly level, and/or Component level for each activity. If warranties exist, then Datastream 7i also verifies whether the warranties are active for the Equipment selected on the work order header. If so, then Datastream 7i automatically selects Warranty for each applicable activity. Again, you can unselect Warranty for each activity as necessary.
|
Whenever you update activity VMRS codes, Datastream 7i re-determines whether the Warranty flag is still applicable for the activity. |
Complete the following steps on the Parts subpage:
Choose one or more of the following options:
Manually add parts—Click for Part to select the part.
Add parts from an existing material list—Click for Copy from to select the material list from which to build a new list for the parts required for the activity.
Click Add to add the parts from the copied material list to the temporary material list.
Quantity—Enter the quantity of the part required for the activity.
Select one of the following options:
Reserve—Select to manually create a reservation for the part. You can reserve more parts than are in stock. To view and/or change reservations for all non-direct parts, click Reserved items. Datastream 7i displays the Reserved items dialog box as well as all stores holding the part. Update the information as necessary. Click OK to return to the Activities page of the Work orders form.
|
If you selected Reserve for a part, and then you delete the part or update the quantity of the part to reserve to zero, Reserve remains selected, and you cannot unselect it. You can only edit Reserve when you are manually creating a part reservation for the part prior to saving the record to the database. You can update part reservations quantities on the Reserved items dialog box as well as the Work order activities form (WDACTJ). |
Direct—Select to order the part immediately and have the part delivered directly to the work order, rather than to stock.
You cannot specify Reserve and Direct for the same part line.
Click Create requisition to immediately create a requisition for the part. Datastream 7i displays the Create requisition form.
Description—Enter a description of the requisition.
Store—Click to select the store requesting the part.
Supplier—Click to select the supplier from which to request the part.
Requested by—Click to select the employee requesting the part.
Choose one of the following options:
Attach individual parts to the requisition—Select Attach next to each line to attach.
Attach all parts to the requisition—Click Assign matching suppliers.
Click Assign requisition lines, and then click OK. Datastream 7i creates a requisition for the part/task and returns to the Activities page of the Work orders form. You cannot create a requisition if PM Revision control is activated.
|
Datastream 7i only displays the requisition if there are parts associated, not services. |
Click Create pick list to create a pick list for the work order. Datastream 7i displays the Create pick list form and all the nondirect Parts listed on the material list for the current activity as well as those parts that are not associated with other pick lists.
Store—Click to select the store from which to obtain the parts for the pick list.
Date required—Enter the date by which the list of parts is needed.
Deliver to supplier—Click to select the supplier to which to deliver the parts.
Deliver to employee—Click to select the supplier employee to whom to deliver the parts.
Delivery address—Click to select the address to which to deliver the parts.
Default approver—Click to select the individual responsible for approving the pick list.
Date approved—Select to indicate that the new pick list has Approved status.
Attach—Select to attach the part to the pick list.
Qty required—Enter the number of the part to add to the pick list.
|
Click Assign all lines to attach all parts listed to the pick list. Datastream 7i automatically selects Attach for each part. |
Click OK. Datastream 7i displays a confirmation and then displays the new pick list number in Pick list on the Activities page of the Work orders form.
Click the Comments tab. Datastream 7i displays the Comments subpage.
Enter any comments or instructions for the activity.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.
|
If PM Revision Control is activated, PM fields on this form are read-only. |