Work Order - Putting it to Actuals

There are separate applications in maximo to report actuals against a work order.

1. Quick Reporting [generally used by technician/supervisor or equivalent roles to report Labor, Material or Tool usage]

2. Labor Reporting [generally used by supervisor or equivalent roles to report Labor (only)]

This facilitates making minimal information visible to them by hiding planning and scheduling information, yet be able to put actuals entries.

Alternatively, this can also be done in Work Order Tracking application as well.

One can 

Use “Copy Planned Labor” button to copy labor.Use “Select Reserved Items” button to copy materialsUse “Select Planned Tools” button to copy tools.

This copies the plans (Task and Child WO) mentioned in the planned tab to Actual tab, after which the quantity, work start/finish time details can be supplied.

Courtesy: An old compilation from Infy Team

Automatic Lead-time Updation

There is a parameter in the Storeroom application called as

Recent Lead Time Weight in % = X% (in storeroom application)

This is used to update the Lead-time in Inventory application.

The Lead-time formula is:

New lead-time = old lead-time*(1-X%)  + Receipt Time*X%

Where receipt time is the difference in (receipt) Actual Date and Ordered Date. If actual date is earlier to order date the lead-time is not calculated.

Additional Note:

There is also an average delivery/lead-time by Vendor-Item in the Vendor Analysis (action item in inventory application). This calculation is a simple average of all the delivery/lead-times for that Item by that Vendor.

Courtesy: An old compilation from Infy Team