Specifying the scheduled details of work order services

This page allows you to specify the service requirements for carrying out a work order that is scheduled. Tell me more

Select the “Service” link from the bottom of the “Schedule / Reschedule Work Order” page.

The “Schedule Work Order Services” page appears.

The system displays the following fields:

WO No.	The work order for which the service requirements must be specified.
Date	The date on which the work order is created.
Status	The status of the work order.
Desc.	The description of the work order.
	Zoom facility available.
WO On	The maintainable object on which the work order is raised. The system displays either “Equipment” or “Location”.
Code	The equipment or location for which the work order is raised.
WO Sch. Start Date	The date on which the work order is scheduled to start.
WO Sch. Compl. Date	The date on which the work order is scheduled to complete.

Enter the following fields in the “Request Information” group box:

Requester	The code of the employee who has created the service request (Alphanumeric, 10). Data entry in this field is mandatory, if you wish to create service requests. Ensure that the employee is already defined in the “Employment Information” business component of Ramco Human Resources Management Solution and is in “Current” status.
Mode	Use the drop-down list box to specify the mode of generation of the service request. The system provides the options “Normal” and “Express”. Set the field to “Express”, if a faster processing of service request is required. The system sets this field to “Normal”, by default.
Request Folder	Use the drop-down list box to select the request folder. The system fills in all the receipt folder values defined in the “Type Set-up” business component of Ramco Corporate Solutions. This field should not be left blank, if a service request must be created.

The system displays the following fields in the “Services” multiline:

Line No.

The line number, for which service requirements must be defined.

The system retrieves the services that are already specified for the work order, in the “Services” multiline. Enter the following fields, to add new services or to modify the existing services:

Service Code	The service that is required for carrying out the work order (Alphanumeric, 45). Ensure that the service is already defined in the “Item Administration” business component and is in “Active” status. Help facility available
	Press <Enter>. The system retrieves the details of the service.
Service Variant	The variant of the service code (Alphanumeric, 8). Data entry in this field is mandatory, if the service has been defined with more than one variant. Ensure that the variant has already been defined for the service in the “Item Administration” business component and is in an “Active” status.
	Press <Enter>. The system retrieves the details of the “Service Code – Service Variant” combination.
Service Desc.	The description of a non–standard service (Alphanumeric, 150). This field cannot be modified for a standard service.

Enter the following fields in the multiline:

Adhoc Service Class	Use the drop-down list box to select the class to which the non –standard service belongs. The system lists all the classes that have been defined in the “Admin” business component of Ramco Corporate Solutions. Do not leave this field blank, if you have specified a non–standard service.
BOM	The bill of material, which consists the details of materials that are required for the service (Alphanumeric, 18). You need to enter this field only for a standard service. Help facility available
	Press <Enter>.
UOM	The unit of measurement of the service (Alphanumeric, 10). Data entry in this field is mandatory, if quantity is entered in the “Total Est Qty” field. Ensure that the unit of measurement is already defined in the “UOM Administration” business component of Ramco Corporate Solutions. Help facility available
	Press <Enter>.
Total Est. Qty.	The estimated number of services required for carrying out the work order (Decimal). The quantity cannot be negative. If you leave the field blank, the system assigns “0”.
	Press <Enter>.

The system displays the following field:

Already Requested Qty.

The quantity that is already requested for carrying out the plan.

Enter the following fields:

To Request Qty.	The quantity that is requested for carrying out the work order (Decimal).
	If you have selected the row for creating service requests, the following must be noted:
	Data entry in this field is mandatory
	The quantity entered must not be negative
	If the “Schedule Type” field is set to “Staggered”, the total quantity entered here must be equal to the total of the quantity that has been specified on a staggered basis in the “WO Service Staggered Schedule” page.
	If you leave this field blank, the system assigns the difference between the quantity in the “Already Requested Qty” field and the “Total Est. Qty” field or “0”, whichever is greater.
Sch. Type	Use the drop-down list box to specify the type of the schedule. The system provides the following options:
	Single – Select this option if you require all the services on a specified date.
	Staggered – Select this option if you require the services at regular intervals.
	Do not leave this field blank, if you have specified a service. The system leaves the field blank, by default.

If you have set this field to “Staggered”, select the “Give Staggered Schedule” link from the bottom of the page to enter the scheduled quantity for various dates.

Need Date	The date on which the service is required (Date Format). Enter this field only if you have specified “Single” in the “Schedule Type” field. Ensure that the date entered here is not later than the date entered in the “WO Sch Completion Date” field and earlier than the date displayed in the “WO Sch. Start Date” field.
Est. Unit Cost	The unit rate per hour of the service (Decimal). Data entry in this field is mandatory, if you have specified a service in the “Service Code” field. The cost cannot be negative. You can modify this field for an already existing service, only if the “Schedule Type” is “Single”.
Supervisor	The employee code of the supervisor, if the service is to be performed by the supplier under internal supervision (Alphanumeric, 10). Ensure that the supervisor is already defined in the “Employment Information” business component of Ramco Human Resources Management Solution.
	Press <Enter>.
Remarks	Any additional information about specifying the service for carrying out the work order (Alphanumeric, 255).
Preferred Supplier	The supplier from whom the service is required (Alphanumeric, 16). Help facility available
	Press <Enter>. The system retrieves the name of the supplier in the “Name” field.

Note: Ensure that the “Service Code – Service Variant – BOM – Preferred Supplier” combination is unique in the multiline.

The system displays the following field:

Name

The name of the supplier.

Enter the following fields:

Duration	The duration for which the service is required (Decimal). The duration cannot be negative.
Planned Compl. Date	The date on which the service must be completed (Date Format). Ensure the following:
	The date entered here is not earlier than the date entered in the “Need Date” field.
	If “Need Date” field is left blank, ensure that the date entered here is not earlier than the date displayed in the “WO Sch. Start Date” field.
	The date entered here is not later than the date displayed in the “WO Sch. Completion Date” field.

Enter the following fields in the “Default Information” group box:

Need Date	The date on which the service is required (Date Format). Enter this field only if you have specified “Single” in the “Schedule Type” field. Also ensure that the date is not earlier than the current system date and not later than the completion date of the work order.
Supervisor	The employee code of supervisor, if the service is to be performed by the supplier under internal supervision.(Alphanumeric, 10). Ensure that the supervisor is already defined in the “Employment Information” business component of Ramco Human Resources Management Solution and is in “Current” status.
	Press <Enter>.
Preferred Supplier	The supplier from whom the service is required (Alphanumeric, 16). Help facility available
	Press <Enter>.

Check the box in the “Select” column of the multiline to select those services that you do not wish to specify for the work order.
Click the Delete icon in the tool bar above the multiline to delete the selected services.

Note: You cannot, however, delete those rows for which service requests have already been raised for procurement of service. If a row for which the “Schedule Type” is set to “Staggered” is deleted, the system deletes the service requirement along with the staggered schedule that has been defined in the “Staggered Schedule for Services” page.

Click the “Save” pushbutton to save the details of the service requirements.

The system performs the following:

Saves the details of the service requirements for the work order.
Generates line numbers for all the rows and displays the line numbers in the “Line No.” field in the multiline.
If you have left the “Supervisor” field blank in the multiline, the system defaults the code of the supervisor that is entered in the “Supervisor” field in the “Default Information” group box.

To create service requests

Check the box in the “Select” column of the multiline, to select those rows for which you wish to create service requests.
Click the “Create Request” pushbutton to create a service request.

The system performs the following

saves the details of the service requirements for the work order.
generates line numbers for all the rows and displays the line numbers in the “Line No.” field in the multiline.
If you have left the “Supervisor” field in the multiline blank, the system defaults the code of the supervisor that is entered in the “Supervisor” field in the “Default Information” group box.
Adds the quantity that is entered in the “To Request Qty” field to the quantity displayed in the “Already Requested Qty” field and refreshes the fields in the multiline.
Creates a service request in a “Fresh” status for the selected rows in the multiline and for the quantity specified in the “To Request Qty” field.

To proceed, carry out the following

Select the “Specify Issue List” link from the bottom of the page to specify the list of items that are required for carrying out the service.
Select the “Specify Inclusion / Exclusion” link from the bottom of the page to specify the inclusion or exclusion list for service.
Select the “Give Staggered Schedule” link from the bottom of the page to specify the schedule in which service is required, if the “Schedule Type” field is set to “Staggered”.
Select the “Request References” link from the bottom of the page to view the details of service requests that are raised for the work order.

What you can do in this page

Specify the mode of generation of service requests

Specify the schedule type for the service

Specify the mode of generation of service requests

You can specify the mode in which the service requests must be generated.

Set the “Mode” field to “Express”, if you require faster processing of the service request; else set the field to “Normal”.

Specify the schedule type for the service

You can specify whether the service is required on a single date or over a period of time.

Set the “Schedule Type” field to “Single”, if the service is required on a single date.
Set the “Schedule Type” field to “Staggered”, if the service is required over a period of time.

Prerequisite

“Create Item” activity of “Item Administration” business component of Ramco Corporate Solutions. The service must have been created as an item of type “Service” and its source specified as “Sub-contract”

Schedule Work Order Services – An overview

This page allows you to specify the service requirements for carrying out a work order that is scheduled. The following details of the service can be specified:

The service code and its variant of a standard service.
The description, in the case of a non–standard service
The ad–hoc class to which the non–standard service belongs
The bill of material that consists of the details of the material required for carrying out the service.
The estimated quantity of service and the unit of measurement.
The estimated cost per unit of the service
The supervisor who is incharge of the service.
The supplier of the service.
The duration and the planned completion date of the service.

This page also allows you to raise service requests for procuring the estimated quantity. The following details must be specified if a service request must be raised:

The employee ID of the requester
The mode of generation of the service request
The category of request that must be generated.
The quantity of service that is requested
The date by which the quantity is required. The quantity can be required on a single date or on different dates. If the quantity is required on a specific date, the need date must be specified. If the quantity is required over a period of time, the various dates and the corresponding quantities can be specified in the “Staggered Schedule for Services” page.

If the need date, preferred supplier and the supervisor is the same for all the services, you can enter the same as the default information which would be assigned for all the services.

The system saves the details of service requirements for the work order and generates a sequential line number for every row of service that is specified. The system also creates requests, if any, for the selected services.