Issue And Return Of Materials On Work Order

You can return a material which was issued from inventory to Work Order. You can do so by inserting a new row in Work Order Material Actuals tab with Transaction Type as “Return”. However, if the issue to the Work Order was because of a direct-issue item, then you cannot use the Work Order Material Actuals. In this case, you can return the material to vendor by using Receiving application. Provide PO Number against which the material was received.

Courtesy: An old compilation from Infy Team

How Maximo Avoids Creation of Duplicate Work Orders

If you create a work order on an asset/location with a failure class & problem code and if there already exists a work order with same combination (asset/location, failure class & problem code), maximo gives you a warning stating that problem has already been reported. You can skip the creation or go ahead with the creation.

This is optional, depends upon the organization settings under Work Order Options>>Other Organization Options>>Display Duplicate Problem Warning section.

Courtesy: An old compilation from Infy Team

Some Tips on Applying a Job Plan / Route to a Work Order

Ø       Attaching a Job Plan to a work order creates task work orders for the operations mentioned in the job plans. All these work orders inherit the location and asset from the work order (main) to which job plan was attached. These work orders also have the parent as the main work order.

Ø       Making a work order as parent to an existing work order does not inherit the location and asset to the child from parent.

Ø       Applying a route to a work order creates Child Work Orders (not the task work orders) for route stops mentioned in route definition. If a route stop has job plan attached, there will be task work orders (Activities) created, for the operations mentioned in job plan, attached to the child work orders created earlier.

Courtesy: An old compilation from Infy Team

Capturing Cost On Work Order

If Asset and Location both have their individual GL account defined on them, and when you create a WO on asset, the GL Account field in Work Order gets populated by Asset’s GL. If the asset does not have any GL Account, then this field gets populated by location’s GL.

If the Work Order is being created by a PM, then the PM’s GL Account takes precedence on asset and location (i.e. gets defaulted to Work Order). If PM does not a GL defined, then asset’s GL takes precedence. If asset does not have a GL, then location’s GL take precedence.

Courtesy: An old compilation from Infy Team

Work Order Status Flow

The Work Order Cycle has the following main statuses:

WAPPR: Work Order Waiting for Approval. WOs are created in this status (Quick Reporting WOs are created in INPRG status).

APPR: Work Order Approved. Materials are reserved at this status.

WMATL: Work Order Waiting for Materials. After approval, if there is a PO for materials required to execute the WO which has not been received yet, the WO will remain in this status.

INPRG: Work Order In progress. Indicates that WO is being executed (Actual Start Date gets auto-populated).

COMP: Work Order Completed. Indicates that WO execution is done (Actual Finish Date gets auto-populated).

CLOSE: Work Order Closed. All reviews are done and WO is electronically closed.

You can directly go from WAPPR to CLOSE, bypassing all intermediate statuses. Same logic holds good for INPRG and COMP.

Courtesy: An old compilation from Infy Team

Working On Start Center Result Set

If you use an application very frequently and want a specific set of its records be displayed on the first screen after login, you can configure the Start Center to get something like this.

Step 1:

Go to the application who’s data (records) you want to extract.

Make a Query to pull the specific record set and save it (need not be public).

Lets say, the application is Work Order and the where clause is the Owners = Inventory Team

Step 2:

Go to Start Center/Change Layout and Configuration/ Right Column

Select Content = Result Set

Finished

Step 3:

Go to Start Center/ Result Set – pencil icon (Edit Port let)

Select Query created above

Select Chart Options

Show Chart by Default?   Yes   

   Chart Type                 Bar (in this case)

   Display By                 Status (in this case)

Courtesy: An old compilation from Infy Team

Some Rules on Work Order

Ø       Reservations are cancelled if a Work Order is closed.

Ø       Reorder routine does not consider the items from a closed WO.

Ø       PR generated for a WO cannot be approved if WO (with a direct issue item) requesting that item has been closed.

Ø       PO generated for a WO cannot be approved if WO (with a direct issue item) requesting that item has been closed. Anyhow while closing the WO, maximo will notify that an open PO exists for it, but will let you close the WO.

Ø       If you try closing a WO which has been referenced in an open PO, Maximo gives warning but does not force.

Ø       Even if the PO is approved, receipt is not allowed for a Closed WO.

Ø       Items cannot be issued using Inventory application to a cancelled or closed Work Order.

Courtesy: An old compilation from Infy Team