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Requirements for closing a work order |
The following conditions must be met before you can close a work order:
Meter readings: If there is a check in the Require meter reading on finishing repair order field, the Require meter reading on finishing PM order field, or both, on the Meter Required tab of the Data -> Shop Activity -> Setup -> Options screen, you must record meter readings for the equipment unit.
If there is a check in the Require meter reading on closing repair field, the Require meter reading on closing PM order field, or both, on the Meter Required tab of the Data -> Shop Activity -> Setup -> Options screen, you must record meter readings for the equipment unit.
Meter types: If the equipment unit is assigned to a meter type other than NONE, the class to which the unit is assigned specifies whether meter readings are required to close the work order. Meter types are assigned on the Data -> Equipment Units -> Meter Types screen. Whether the meter type requires entries in meter reading fields is specified on the Meter Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen.
Service requests: If the Require match between assigned service request and work performed field on the Work Orders - Service Requests tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen for the work order location ID specifies EXACT TASK or ANY TASK IN REPAIR GROUP and the Service Requests/Defects tab of the Data -> Shop Activity -> Work Order Center screen indicates that a service request is assigned to the work order, there must be corresponding work performed (hours or costs for labor or parts) for the task ID or repair group on the service request.
Task completion percentages: The Require task percentages upon closing of work order field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen specifies whether verification of task completion percentages is never required, required on work orders with the status WORK FINISHED, or when the work order is closed.
Work orders cannot be closed under the following conditions:
Work order is in work delay. You must end the work delay before you can close the work order. For equipment units, use the Delay tab on the Data -> Shop Activity -> Work Order Center screen.
Work order has one of the following value/conditions listed in the Warranty work field on either the Basic Info tab or the Tasks tab on the Data -> Shop Activity -> Work Order Center screen (because the equipment unit or a component associated with a task ID is under warranty).
UNKNOWN: In Insert mode on work order screens, you cannot close work orders with this value. If you attempt to use a hand-held device to close a work order with this value, the job status is set to WORK FINISHED and a comment added to explain that the work order is not closed because of the unresolved warranty status. (Component warranties for equipment units are specified on the Data -> Equipment Units -> Additional Data screen.)
Tip: If you use a specific work order screen frequently, specify YES in the Default setting for warranty when warranty is in effect field on the Work Orders - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
YES: If there is a in the Automatically create equipment warranty claims when closing work order including warranty work field on the Work Orders - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen and you charge labor to more than one task that was warranty work, you must designate such tasks by placing a check in the Equip warranty work field on the Tasks tab of the Data -> Shop Activity -> Work Order Center screen. All tasks so marked are included on the warranty claim (or claims).
The location ID has a check in the Require labor for tasks when parts charged field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen and a task ID on the Parts tab has charges posted to it but there is no corresponding entry on the Labor tab.
The location ID has a check in the Require work accomplished code on work order tasks field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen and some tasks on the work order do not have work accomplished codes. (Not applicable to the Work Order - Short Form screen.)
On the Work Order Center screen, this applies only to REPAIR GROUP or REPAIR tasks assigned on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
There is a check in the Dependency field on the Work Order Relationships screen in FA Web Modules for one or more child relationships. All direct child work orders must be finished or closed before the work order may be closed.
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