MANUALS > Production > Production Module > Production, Update Menu > W/O > Work Order Detail > Work Order Detail, General Tab

The Work Order Detail, General tab is used to enter all of the primary information for the Work Order, such as the Location, Status, Description, Schedule, etc.

The following information/options are available in this window:
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Production W/O

The Work Order used to categorize, manage, and schedule work requirements for aircraft maintenance. This field is generated automatically once the W/O is created.

Note: Production Switch WOSEQ - Work Order Next Sequence Number - The next sequential number for a Work Order. Start number is set at implementation. The Config Number field is used. For more information refer to Switch WOSEQ via the Production Switches Manual.

Warning: It is important to set Customer Orders Switch 'CUST/ORD' at a much higher configuration number than the configuration number of Production Switch 'WOSEQ' to avoid Sales Orders and Work Orders from ever having the same order number. This will prevent inventoried parts from being misallocated.

QR Code

The QR code allows users to pull up records using QR code scanner functionality via the applicable eMobility application.

Authorization icon

Indicates that the Work Order has been authorized.

Note: Production Switch WOATHREL - Authorization By Step - When set to Yes, authorization is performed through the W/O Authorization Explorer. When set to No, authorization is completed automatically. For more information refer to Switch WOATHREL via the Production Switches Manual.

Parent W/O

If this Work Order acts as a “child” to a parent Work Order, that parent Work Order should appear here. For more information on how to create parent/child Work Order relationships, please refer to the Change The Parent Work Order button section of the Productions manual.

Status drop down

The current status of the Work Order. The following options are available:

Closed - Work Order is closed, no updates allowed. The Closed status indicates that the W/O Actuals are finalized and the financials are closed. Unused materials cannot be returned to stock to credit the W/O.

Note: When Production Switch PCWOFBR is set to Yes, a W/O's status cannot be changed from Closed to any other status, even if the user has security access to 'W/O Re-Open' (above). When set to No, a W/O can be changed from Closed status (as long as they have the above security access to 'W/O Re-Open'). For detailed information refer to Switch PCWOFBR via the Production Switches Manual.

Note: The Work Order can be re-opened with security access. This field is security-controlled via Production/ Update/ W/O/ W/O Re-Open. For more information refer to the Security Explorer via the System Administration Training Manual.

Open - The Work Order has been created and authorized (if applicable). The W/O is available for users to action tasks, track man hours, and issue parts while accomplishing tasks attached to the W/O.

Note: If a part is issued to a W/O and later returned to stock (RTS) while the W/O is Open, the system will force the user to RTS Credit W/O, which may not be the desired transaction.

Completed - Once all Task Cards attached to the W/O are actioned (closed, deferred, canceled) the W/O status automatically changes from Open to Completed. At this point the W/O is completed but not closed, updates are allowed.

Hold - Work Order is on Hold, no updates allowed, but not closed.

Line - Work Order is for Line Maintenance Issues only (items returned will not require Credit Work Order). Because it is necessary for material to be issued to a Work Order on the system, some companies prefer to use specific Work Order's for this purpose. A Work Order could be created for every aircraft turn around but this may cause an unacceptable administrative burden. For the purposes of creating W/O's with material requirements, it is possible to select the Line status rather than Open status (when creating the new Work Order). The Line status will allow rotable parts to be issued to the Work Order and later returned U/S (if removed at a later time). For additional information, please refer to the Work Order closing section regarding closing Line Work Orders.

Generation - Work Order is in the process of being created and tasks are being attached. No technician or Mechanic will be able to log on to a Task Card until the status is changed to Open.

Note: Planners create Work Order's with the status Generation. Upon completing the Work Order package, the planner should change the status to Open.

Post Completed - When the Post Completed status is set, compliance records are written for E/Cs, P/N E/Cs, P/N Controls, and defects, their repeat schedules reset, and unused material can be returned to stock (RTS) to credit the W/O. This status takes place before the W/O is officially closed.

Note: Parts that were issued to the Work Order can be returned to stock even after the W/O is in Closed status. For more information refer to the Batch in Inventory Audit (via the Return to Stock button) in the Inventory Training Manual.

Note: Production Switch WOPOSTCM must be set to Yes.

Pre/Auth - Work Order is in Pre/Auth status, meaning that authorization steps have been set up for the Priority that was used to create the Work Order. Once the Work Order is saved, and released for authorization, it goes from 'Open' to 'Pre/Auth' status. The authorization steps must then be authorized, then accepted for the Work Order status to be updated to 'Open'.

Category

Work Order Category code.

Note: In the Interactive Planner, the W/O Category can allow for graphical color assignment by category.

Company

The company the Work Order was created for.

Note: For more information, refer to the Multi Company Functionality.

Third Party checkbox

If the W/O is for a Third Party, then the Third Party Flag should be selected. The system will automatically go to the Customer Orders Window upon Save. If the aircraft is in the A/C Master, and is identified with the ownership control and is 'Managed', the Third Party Checkbox will default upon selecting that A/C. For more information, please refer to the A/C Master, Other 1 Tab of the Settings manual.

Note: Production Switch DEF3PTY - Third Party Work Orders As Default. If set to Yes, new Work Orders will default to being Third Party Work Orders. If set to No, new Work Orders not automatically default to being Third Party Work Order.

Note: Non-Routine Task Cards can be created without a Scheduled Task Card or Defect for Third Party Work Orders.

Note: With the TPW checkbox selected, it is mandatory to specify a Customer Contract. Not doing so will not allow for the Third Party Work Order to be saved.

Note: Non-Routine Task Cards associated with a Third Party Worker Order will have their fields protected once a Customer has authorized it. For more information regarding Non-Routine Task Cards, refer to W/O Non-Routine Task Card, General Tab.

Customer

The customer the order is being placed with requiring the items.

Note: This field is displayed when the TPW checkbox is selected and a Customer Contract has been linked to the W/O via the Customer Orders window.

Vendor

The system code for the service/part provider.

Note: This field is displayed when the TPW checkbox is not selected and the Vendor field has been populated in the W/O Detail Optional tab.

Description

The description of the Work Order. At the bottom of the window, pre-defined phrases are available for users to quickly input commonly used phrases into the W/O's Description field. These phrases are defined via the WO Description Phase Transaction Code (located in the Production Transaction Codes section). Select pre-defined phrases to add that phrase to the Description field. The use of the '/' (forward slash) symbol in this field will prevent the T/C images from printing, therefore it is not allowed.

Note: When Production switch CHOMITWODESC is set to Yes, the system will not allow the Description of the W/O to contain the characters referenced in the Config Other field of this switch.

Contractual Summary button

Generates a print of the linked W/O contract. Only appears for Third Party W/Os.

Location

The Location for maintenance events, inventory stores, orders, transactions, or training events.

Site

The Site where the work should be carried out (if applicable). The system will only display production sites. For more information, please refer to the Location Master in the Settings manual.

Default Warehouse

The default warehouse location/site that will primarily be used for inventory reservation.

Note: This field is only available when Switch LOCDFTWHR is set to Yes. For more information, refer to the Settings Switches handbook.

Priority

The priority of the Work Order (e.g., Urgent).

Expenditure

Choose which expenditure code will be associated with this Work Order. The Expenditure Code related to this Work Order and all associated Task Cards Work Order. All material issues, labor actuals and expenses performed against this Task Card impacts this Expenditure Code financially. If the Expenditure Code is not captured in the Task Card, the system will search for the Expenditure Code associated to the Engineering Control (E/C) which brought the Task Card onto the work package and will impact the Expenditure Codes accordingly. If the E/C does not have a defined Expenditure Code, the system will use the Work Order Expenditure Code to capture and record all financial impacts. Financial transactions are recorded and available for view via the Journal Interface/ Query/ Journal Entry Query. Expenditure Codes may be created via G/L Interface/Update/Journal Entries Expenditure in the Creating a New Expenditure Code. For more information, please refer to the Creating a New Expenditure Code section of the G/L Interface manual.

Note: This code is mandatory in the Work Order. The user will not be able to create the Work Order without defining the Expenditure Code in the Work Order.

A/C

The individual aircraft tail number. If work is for non-aircraft work, this field can be left blank.

A/C S/N

The Aircraft's Serial Number which is provided by the manufacturer. This serial number is like a registration number, but it is not dependent on a country code and therefore never changes.

TAT

Turn Around Time for the contract. This field is only applicable for Third Party W/Os and is assigned through the associated Production Customer Contract.

TAT Date

The Time After Turnaround Date. This field is only applicable for Third Party W/Os and is assigned through the associated Production Customer Contract.

Schedule

The scheduled start and completion date/time for implementing the Work Order.

Note: The schedule fields may be automatically modified depending on the Category selected. For detailed information, refer to the W/O Config button in the W/O Category via the Production Transaction Code Manual.

Schedule Start Date - The date/time that the work is scheduled to begin. The Start Date does not affect whether the Work Order may be deleted or not. However, if the work has been started, the Work Order may not be deleted.

Schedule Completion Date - The date/time that the work is scheduled to be completed.

Override Task Card Date button

Select this button to save the changes made to the Scheduled Start/Completion date and apply it to associated Task Cards.

Flight Information

Select a flight record to link to the aircraft associated to the Work Order. For more information refer to Flight Information via the Production Training Manual.

This field is security controlled via Production/ Update/ W/O/ WO Flight. For additional information, refer to the Security Explorer via the System Administration Training Manual.

Actual

The actual start and completion date/time for implementing the Work Order.

Actual Start Date - The date that the W/O is actually started. This may differ from the previously scheduled date. If work has been started, this date cannot be deleted. The Start Date does not affect whether the Work Order may be deleted or not. If Work Order has been started, it cannot be deleted.

Actual Completion Date - The date that the W/O is actually completed. This date may differ from the previously scheduled date. This date will be the same as the scheduled date when the W/O is created but will be automatically overridden when the W/O is closed. This time field is defaulted to 23:59 upon creation of the W/O.

Completed On Tech Log

Allows entry of a defect number related to the closing of the Work Order.

Work In Progress Status

A user defined System Transaction Code which describes the status of the Work In Progress. Users must have security to have access to this System Transaction Code. For security to this Transaction Code, go to Security Explorer/Settings/Explorer/Work In Progress Status.

Note: When this Status is set to 'WIP' (work in progress), the Status of the W/O automatically goes from 'Generation' to 'Open' once the window is saved. This functionality only happens if the W/O's Category transaction code has the 'Activate the Time Fields for WIP' checkbox selected. This checkbox is available through the Config W/O button in the transaction code. For more information refer to the W/O Category via the Production Transaction Code Manual. Further, this functionality is only applicable when the W/O Status is Generation. In order for this option to be available, Switch WOSTATGEN must be set to Yes. For more information refer to the Production Switches Manual.

Work In Progress Modified By

The user who last modified the Work Order.

Work In Progress Modified Date

The date the Work Order was last modified.

W/O Description Phrases

Users can select from a listing of commonly used descriptive phrases to populate the Description field. These are optional and are intended to facilitate the data entry process. Description phrases are controlled through the W/O Description Phrase transaction code via Settings/Explorer/System Transaction Code.

This transaction code is security-controlled via Settings/Explorer/System Transaction Code/W/O Description Phrase. For more information refer to the Security Explorer via the System Administration Training Manual.

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