Adding equipment to work orders to split work order costs

Add equipment to work orders to split costs across equipment on the work order. When creating a work order, you must specify an equipment on the work order header. However, you can add additional equipment to the work order (including the equipment on the header) to which to distribute work order costs.

When applying work order costs to multiple equipment work orders (for booked labor, issue parts, etc.), specify a value for Equipment on forms within the system where work order costs are accrued to indicate whether the costs should be distributed evenly across all work order equipment, a specific equipment, or only the work order header equipment.

There are two types of work orders related to the addition of multiple equipment records to work orders for distributing work order costs: a "multiple equipment work order" and a "multiple equipment child (MEC)" work order. There are many references to these two types of work orders in the user documentation. See the following descriptions for clarification of the two types:

  • Multiple equipment work orders
    Multiple equipment work orders are work orders to which at least one equipment has been added on the Equipment page of the Work Orders form to distribute the work order costs across the equipment records. When the first equipment record is added to the Equipment page of the Work Orders form, Multiple Equipment is automatically selected on the work order header.
  • Multiple equipment child (MEC) work orders
    An MEC work order is the work order type that is assigned to a Related Work Order that is automatically created for each equipment record added to the Equipment page of the Work Orders form. Upon saving the equipment to the work order, the Related Work Order (of type Multiple Equipment Child) is generated for the equipment. The Related Work Order, which can be viewed on many forms within the system, then enables you to track work order costs at both the work order and equipment level.

For example, if you add EQUIP-001 and EQUIP-002 to the Equipment page of the Work Orders form, a Related Work Order of type MEC is generated for both EQUIP-001and EQUIP-002 when you save the work order, e.g., work order numbers 50001 for EQUIP-001 and 50002 for EQUIP-002.

Note: In the user documentation, all references to "MEC work order" or "related work order" are to the type of work order that is automatically created for equipment records added to the Equipment page of the Work Orders form.

By default MEC work orders are not displayed on the List View page of the Work Orders form. You must use the Dataspy to access MEC work orders.

To add equipment to work orders to split work order costs:

  1. Select Work > Work Orders.
  2. Select the work order for which to add equipment, and then click the Equipment tab.
    Note: If you selected a work order that already has child work orders on the Children page of the Work Orders form and are not MEC work orders, all of the information on the Equipment page is protected.

    If the PMRVCTRL installation parameter is set to YES and the work order on the header is a PM work order, then all of the fields on the Equipment page are protected. You cannot add or remove a PM work order equipment from the work order if PM Revision Control is in use.

    If the ROUTEEOB installation parameter is set to Y, and the parent work order is associated with an equipment route, then all of the route equipment and corresponding work orders are displayed in the grid, and they are protected.

  3. Click Add Equipment.
  4. Specify this information:
    Equipment
    Specify the equipment to add to the work order.
    Note: You can retrieve multiple equipment to the work order using the Equipment lookup.

    Click Add WO Header Equipment to add the equipment on the work order header to the Equipment list to distribute costs to the header equipment. The work order costs are not automatically distributed to the equipment on the work order header. You must add the header equipment to the Equipment list to include the header equipment in the work order cost distribution.

    Click Import Route Equipment to select an existing equipment route from which to populate equipment.

    Warranty is automatically selected on each MEC work order and each activity if the Equipment on the MEC work order is under warranty.

    Duplicate equipment records are only allowed to be added to the Equipment list if the parent work order is route-based and the ROUTEEOB installation parameter is set to Y.

    Department
    Specify the department of the equipment.
    Location
    Specify the location of the work to be performed.
    Cost Code
    Specify the cost code of the work order.
    From Point
    Specify the point on the linear equipment record from which to begin the reference.
    Ref. Description
    Specify the description for the From Point reference.
    Geographical Ref.
    Specify the geographical reference for the From Point reference.
    To Point
    Specify the point on the linear equipment record from which to end the reference
    Ref. Description
    Specify the description for the To Point reference.
    Geographical Ref.
    Specify the geographical reference to the To Point reference.
    Inspection Direction
    Specify the direction in which to begin the inspection on the linear equipment.
    Flow
    Specify the direction in which the travel flows along the linear equipment, e.g., cars traveling on the linear equipment record for Highway 185 are traveling in the North-South flow direction.
  5. Optionally, select the Safety check box if this work requires special safety precautions.
  6. Optionally, select the Warranty check box to indicate the equipment is covered under manufacturer warranty.
  7. Click Submit.
    • The following fields are populated on the MEC work order(s) from the parent work order: Organization, Description, Type, Status, Duration, Priority, Problem Code , Entered By , Sched. Start Date, Date Reported, Class, and Class Org.
    • The following fields are populated on each MEC work order from the Equipment on the MEC work order: Equipment, Type, System Status, Equipment Type, Equipment System Type, Equipment, Equip. Organization, Location, Location Organization, Department, Cost Code , Criticality, and Safety.
    • Parent Work Order and Route Parent (in the database only) are automatically populated with the work order number (on the header).
    • The following fields are populated from the activities on the parent work order to each MEC work order: Activity, Start Date, Trade, Task, Hired Labor , People Required, Duration, Task Qty. (UOM), Reason for Repair, Work Accomplished, Technician, Part Failure, Manufacturer, System Level, Assembly Level, Component Level, Supplier, and Supplier Org.
    Note: Work order planning information is not copied to related work orders. Therefore, Estimated Hours, Hours Remaining, and Task Qty. are set to 0 for all the activities on any created related work order(s).

    Add additional equipment to the work order as necessary.

    If the AUTODMEC installation parameter is set to YES, then the MEC work order is deleted from the system altogether.

Parent topic: Creating regular work orders