Specifying service requirements for the work order

This page allows you to specify service requirements in a work order. Tell me more

Select the “Service” link from the bottom of the “Edit Work Order” page.

The “Work Order Service Requirement” 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 which can be “Fresh” or “WaitAppr”.
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.
Sch. Start On	The date on which the work order is scheduled to start.
Sch. Compl. On	The date on which the work order is scheduled to complete.

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

Line No.

The line number automatically generated by the system, for every service requirement specified for the work order.

Enter the following fields in the “Services” multiline:

Service Code	The service that is required for carrying out the plan (Alphanumeric, 45). Ensure that the service is already defined as an item of type “Service” with its source as “Sub-contract” in the “Item Administration” business component “ of Ramco Corporate Solutions” 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, 4). Data entry in this field is mandatory if the service has more than one variant. Ensure that the variant has been defined for the item service in the “Item Administration” business component of “Ramco Corporate Solutions”.
	Press <Enter>. The system retrieves the details of the “Service Code – Service Variant” combination.

Note: Ensure that you specify at least one service code in the multiline, to save the service requirements for work order.

Service Desc.

The description of a non–standard service (Alphanumeric, 150). This field cannot be entered 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 nonstandard service belongs. The system fills in this field all the classes that have been defined in the “Type set-up” business component of Ramco Corporate Solutions. Do not leave this field blank, if you have specified a non–standard service in the “Service Description” field.
BOM	The bill of material, which consists the details of materials 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 “Create UOM” activity of 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 preventive maintenance (Decimal). The quantity cannot be negative. If you leave the field blank, the system assigns “0”.
	Press <Enter>.
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”.
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 on different dates.
	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 the 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 “Planned Completion Date” field and earlier than the date displayed in the “Plan Sch. Start Date” field.
Remarks	Any additional information about specifying the service for carrying out the plan (Alphanumeric, 255).
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 defined as an employee in the “Employee Information” business component of Ramco Human Resources Management Solution and is in “Current” status. Help facility available
	Press <Enter>.
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 “Plan Sch. Start Date” field.
	The date entered here is not later than the date displayed in the “Plan Sch. End 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 plan.
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, 30). 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 maintenance planning.
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 is 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 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.

To proceed, carry out the following

Select the “Issue List” link from the bottom of the page to specify the list of items that may be required for carrying out the service.
Select the “Specify Inclusion / Exclusion” link from the bottom of the page to specify inclusion and exclusion lists for items that are required for carrying out service.
Select the “Staggered Schedule” link from the bottom of the page to specify the schedule for which service is required, if the “Schedule Type” field is set to “Staggered”.
Select the “View Estimated Service” link from the bottom of the page to view the details of services estimated for the work order.

What you can do in this page

Specify the schedule type of service

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

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

Prerequisite

“Create Item” activity of the “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” .

Work Order Service Requirement – An overview

This page allows you to specify service requirements in a work order. Service can be standard or non–standard. A standard service is already defined in the system. A non-standard service represents an ad-hoc service that is not defined in the system. 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 materials required for carrying out the standard service.
The estimated quantity of service and the unit of measurement.
The date by which the service is required, whether the entire service quantity is required on a single date or over a period of time. If the quantity is required on a specific date, you can specify the “Need Date”. If the quantity is required over a period of time, the dates and the corresponding quantities can be specified in the “Staggered Schedule for Services” page.
The estimated cost per unit of the service
The employee code of supervisor, if the service is to be performed by the supplier under internal supervision.
The supplier of the service.
The duration and the planned completion date of the service.
If the need date, preferred supplier and the supervisor are 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.