WORK ORDER CALCULATION

PM information (see Equipment Maintenance, Preventive Maintenance Tab) gets used during the Work Order Calculation program. This procedure goes through each PM Item for every vehicle and determines if the PM Item is due. If it is, a Work Order is generated.

Work Order Calculation is found under the Equipment Menu.

Work Order Calculation needs only the current date and assumes a Meter Reading History that is reasonably current.

The first pass simply produces a list of equipment codes that have PM Items due. You can then use the check box list to remove any equipment from the list. Once the "Generate Work Order" button is pressed, then the actual Work Orders are generated.

Work Orders

Work Orders are created by the Work Order Calculation program or in Equipment Maintenance on the Work Order Tab. This tab will list all the Work Orders for the current equipment. Double clicking on a work order in the grid will bring up the Equipment Work Order Maintenance screen where Work Orders can be viewed, modified, deleted or new ones created.

Work Orders provide several services:

•The first is a list of work to do on a piece of equipment. Notes and parts lists can be part of this. These Work Orders can be created automatically by the Work Order Calculation program or annually by the Work Order Maintenance dialog.

•Next, the Work Order Complete procedure allows the software to know the completion date and meter readings (if required) on each PM Item.

•Labor and parts costs can be applied to Work Orders so that the true cost of maintaining a vehicle is known. Payroll postings can be applied to a Work Order as well as Inventory Posting. If you want these costs to be accumulated by Work Order, a reporting method must be implemented to show the Work Order that was worked upon.

•The Work Order provides a complete history of what was done on an equipment item and provides a place for notes and other information.

A Work Order consists of three elements:

•The Work Order Header that contains dates, descriptions and reasons, etc.

•The Work Order Line Items that contain the individual items of work and define if a Preventive Maintenance item is part of this work order.

•The Work Order Parts contains a list of parts. The Work Order Calculation will copy these from the PM Items to the Work Order automatically.