Work orders record details about Equipment maintenance.
Users can manually create Work Orders, or FX EAM creates Work Orders based on a Preventative Maintenance Schedule and a _Model type Work Order.
You can create six types of Work Orders.
Work Orders go through a life cycle.
Track Task Labor on the related Work Tasks when present or directly on the Work Order.
To setup and use work orders, you need to:
|Have these user licenses||Have these permissions||Complete these tasks
and review these topics
How It Works
Work Orders are added to track the repair and maintenance of Equipment.
Work Tasks track the kind of labor required to complete the work. Each task ties to either a specific Craft or uses the default labor rate as defined in Custom Settings. Tasks can be detailed into Work Task Steps.
A Work Task can automatically be added at Work Order creation if the Work Order Parameter Initial Est Hrs value in Custom Settings is set to something greater than zero.
The status of the work order determines whether demand is placed on unissued Stock Items in Planned Stock reports.
Model type Work Orders serve as the templates for preventative maintenance schedules.
The Work Order object contains header level details for the Work Order. Use the Related tab to add additional details for the Work Order, including:
Planned Labor Costs
Planned MRO Inventory
Miscellaneous Costs, such as work performed by a vendor
As work is completed and inventory is issued, use the Related tab to view inventory transactions or compare planned vs. actual costs.
Create a Work Order
Select Work Orders tab, then click New
Select the type of work order to add:
Record Type Description
Model Work Order
Template to use on Preventative Maintenance Schedules
Record of work that needs to be done, such as a bulb replacement or paint touch up
Each Record Type has its own Status sequence and fields.
Complete entries in each section. Required entries are indicated.
Many values populate automatically via workflows.
Category Fields Description / Action
Defaults to logged in user
Equipment on which to perform the work.
Account record for whom the work is done.
Specific location of the equipment.
The Space record that requires work or the Space location from the selected Asset ID.
Space is the Lowest level of the Building → Floor → Space hierarchy.
Current status of the work order.
Accept the default, as the Status is updated automatically.
Category for the work order within its Record Type.
Assign the work order to a case.
Problem Description / Scope of Work
Overview of the requirements for the work.
Rich Text field for including details of work to be done.
Planning & Scheduling
Original planned or scheduled date work expected to be completed
The Account ID for the Vendor doing the work.
The Account must be defined as a Vendor.
User planning the work
Area for the work.Used for Crews.
Scheduled Start Date
Original date work planned to begin
Actual Start Date
Date work actually stared
Scheduled Completion Date
Planned date of work completion
Actual work completion date
Date work is finalized
Completion Date typically indicates work is done, but a final inspection has not occurred.
Close Date means no additional labor or parts can be added to the Work Order and is typically after a final inspection.
Initial Est Hours
Number of hours planned for the job
Entering more than 0 in Initial Est Hours prompts EAM to automatically add a Work Task for the Work Order.
The default value for this field is defined in the Work Order Parameters Custom Settings.
Actual Reg Labor Hours
Regular rate hours automatically calculated based on work tasks for the work order
Actual OT Labor Hours
Overtime rate hours automatically calculated based on work tasks for the work order
Actual DT Labor Hours
Double time rate hours automatically calculated based on work tasks for the work order
Expense GL Account
Populated from Equipment item, but can be overridden by the user. Main G/L account to use for expenses for this work order.
GL Variable 1
GL Variable 2
GL Variable 3
GL Variable 4
Sub-ledger segment for assigning costs to a cost center
These variables are customizable to the business. See G/L Variables.
Hours Equipment item is unavailable due to work order
After creating the Work Order, use the Related tab from the Work Order to add
Planned Stock items
Inventory Transactions, including issuing Stock Items to the Work Order
Use the Related tab from the Work Order to review either of the following
Work Order History
Issue Stock to a Work Order
Access the Work Order record
From Quick Links or the Related tab go to Inventory Transactions and click New
Make the following entries:
Select the Stock Item to issue to the Work Order
Defaults to Issue
Amount issued from on hand quantity
To return items to the Warehouse, enter a negative quantity.
Select the Bin to take quantity from
If left blank, the Stock Item’s Primary Bin location is used.
Select the Work Order to issue the inventory to
Defaults the current date, but can be changed