Introduction
This page details of the Work Order Operations Page.
Business and SAP Context
The Technical Object assigned to the Order Operation will be automatically added to the Orders object list - conditional that the assignment of Objects at the Operational Level is controlled by SAP setting for the Work Order Type and, where not applicable, the field is hidden. See IMG - PM & CS - Maintenance & Service Processing - Maintenance & Service Order - Functions & Settings - Define Notification & Order Integration | Assignment of Operations to Objects List Entries Inactive.
Where Operational Account Assignment is active then any new Operations will be assigned the default settlement rule. To determine if Operational Account Assignment is active, the switch LOG_EAM_OLC must be active and the operation Plant and Work Center must allow account assignment. See IMG - PM & CS - Maintenance & Service Processing - Maintenance & Service Order - Functions & Settings - Costs at Operation Level - Define Cost Settings.
Contents
- Work Order Operation Page - Operation Tab
- Inspection Tab
- Documents Tab
- Components
- PRT Tab
- Measurement Points Tab
- Confirmation Outbox Tab
Work Order Operation Page - Operation Tab
Detail Section
The majority of the fields displayed in this section are self explanatory. Object links to the Functional Location and Equipment records, where maintained, can be followed to access the underlying BlueWorx records for these objects:
The following screen fields and controls are defined, where not documented they are considered self explanatory or are explained elsewhere:
| Field/ Control | Explanation/ Use |
|---|---|
| Detail | |
| Activity | Maintain Activity - on Create |
| Sub Activity | Maintain Sub Activity (where required) - on Create |
| Description | Maintain Description - on Create |
| Standard Text Key | Maintain Standard Text Key - on Create |
| Work Centre | Maintain Work Center. |
| Users Assigned | View the assigned Users. Note that editing assigned users occurs at the Operation List and is enabled based on Configuration settings for the Crew Manager Users. |
| People | Maintain the number of People required for the Operation - where allowed. |
| Planned Work | Maintain the total Planned Work effort for the Operation - that is the work for all assigned personnel. |
| Control Key | Maintain the Control Key for the Operation. |
| System Condition | Maintain the System Condition for the associated asset when the Operation is carried out. |
| Objects | |
| Functional Location | Where appropriate based on SAP Order Type configuration users can maintain the Functional Location and Equipment fields. |
| Equipment | |
| Dates | |
| Earliest Start | Adjust the operation start date. Note that SAP may reject this change on sync according to SAP processing rules and if the Order/ Operation has work already recorded against it. |
| Status | |
| SAP Status | View SAP Status for Operation |
| SAP User Status | View SAP User Status for Operation |
Linear Data Section
Where the Functional Location or Equipment maintained for the Operation is Linear then the following section will be displayed:
Long Text Section
This section displays any long text that may have been maintained for the Operation and allows additional text to be entered:
The following screen fields and controls are defined, where not documented they are considered self explanatory or are explained elsewhere:
| Field/ Control | Explanation/ Use |
|---|---|
| Add Text button | Initiate Adding Text for the Operation:
You can optionally:
|
Inspection Tab
This tab shows any inspections specific to the selected operation. Required Inspections are indicated by a red flag
Selecting an Inspection will take you to the Asset Inspection detail.
Documents Tab
This tab displays any documents (from PRT's) specific to the operation. Note that online reports are not available at the operational level as these are Order based.
Components
This tab displays the Components for the Operation.
Requisition Items
To add items to be purchased directly, as opposed to from or through stock, select the Purchase Button:
This will open this dialog:
Note that, as of SP11, you can also search for non stock material items, where so configured and online, and these too will become Requisitions.
Material Items
To search for and create Reservations or Issue Materials, choose this button:
You can also add reservations to Order via the Material List.
PRT Tab
This tab displays any PRT items applicable to this operation.
Measurement Points Tab
This tab shows any Measurement Points appropriate for this operation:
Confirmation Outbox Tab
This tab shows Order Confirmations (or CATS Timesheet entries depending on BlueWorx config) created but yet to be Synced with SAP.
Selecting an entry allows you to edit it or pressing circle cross icon to delete.
Initiate Confirmations
To initiate a Confirmation or Timesheet entry chose the button:
Initiating a confirmation can also be done from the Operations tab as documented above. This action opens up the confirmation dialog:
Note that this screen can change slightly if SAP HR Time Sheets (CATS) has been activated in SAP and BlueWorx administration and LAM data entry is not available using CATS.
Where the Operation specific Asset (FL or Equipment) is linear managed, or if not specified the Orders primary asset in linear managed then the following screen is also available for LAM data entry:
