Work Order Reporting
The main process Work Order
Reporting is used in IFS Maintenance. This process is used both for internal and
external maintenance. When
using internal maintenance, you have your own employees in the business who have
knowledge of maintaining the objects within the company. By external
maintenance we mean all kind of service or maintenance performed against a
customer and his objects.
The Work Order Reporting contains the following steps:
- Before you conclude the work
on the work order, report-in the actions, time, external costs, and unissued
parts that not were used, and fill-in the date when the work order was
completed.
- Authorize the time and the external costs
transactions. You might also need to handle fixed price postings if this is
used. If the work order is created with
the VIM connection type (i.e., for a maintenance order distributed
from IFS/Vehicle Information Management), you can choose to create revenue
transactions for the corresponding maintenance order.
- Repairs are handled after that
the work have been performed. Either you should place them back into the
facility or place them in inventory.
- If the work was made against a
customer you may also transfer all transactions to customer order to send an
invoice on the work. Note: It is
very important to note that a work type is entered in the work order if the
control type C54 is used in the company. If a work type is not entered, the
user can post the cost of the work order to the code part set in the
Default Value No CT Value field. It is advisable for customers who are
always using work types in work orders to make the Work Type field
mandatory.
- Conclude the work order. It is
now you can all the reporting codes to classify the work in a more detailed
way. This will later on in the analysis give a more dynamic possibility in
analyzing your maintenance.
- Once the reporting is done, the financial manager
creates a voucher. Voucher
updates are conducted from a hold table in IFS/Accounting Rules™. All
vouchers generated in any of the modules are placed in the hold table and
then updated to the general ledger. The item becomes fully traceable from
here.