Connect Work Order Cost Types to PM Action 

Explanation

Use this activity to enter work order costs for the PM action. The tab can contain one or several rows with information on the following cost types: Personnel, Material, Tool/Equipment, External, Expenses, and Fixed Price.

New planning lines are created automatically each time a new resource or material line is created. New planning lines for the External, Expense, and Fixed Price (only used in IFS/Service Management) cost types should be entered manually.   

Prerequisites

Before the costs are entered for the PM action, the following must have been completed:

• The current PM action must have been retrieved in the window.

System Effects

As a result of this activity, the costs are linked to the PM action. When the work task template is linked to to a PM action or a work order, all the costs entered here will be copied.

Window

PM Action

Related Window Descriptions

PM Action
PM Action/Work List/Planning

Procedure

Use the following procedure to enter the information:

1. Open the PM Action window, create a new record (F5) or query for an existing one (F3).
2. Click the Work List/Planning tab and create a new record.
3. Select the Work Order Cost Type. Use the dropdown menu to select a suitable value.
4. Enter the Planned Quantity for the cost type. 
5. If you want to invoice the price of the work order cost types to a customer, enter the Sales Part No.
6. Save the information (F12).