Select the “Maintain Function Parameters” link under the “Service Work Order” business component.
The “Maintain Function Parameters” page appears.
Note: Clicking this icon available near certain fields takes you to the help page of the respective field.
Enter the following details in the group box:
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Cost Center |
Enter the cost center of the service work order to which it should be booked. (Alphanumeric, 10) The entered cost center is validated for its existence from cost center master. |
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Finance Book |
Use the drop-down list to select the finance book. The values mapped to this OU get populated in this drop-down list. |
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Update Unit Spare Parts List On Closing of WO |
Select this check box, if you would like to update the unit spare parts list on closure of the service work order or else leave it blank. |
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Default Response Time [h] |
The number identifying the default response time at which the service will be attended by Service engineer (Integer). The system checks whether a positive value is entered in this field.Otherwise, the system displays an error message. |
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Planning Horizon [D] |
Enter the planning horizon in days. (Integer,4). The system checks whether a positive value is entered in this field. Otherwise the system displays an error message. |
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Set Default Allocation Method for all parts |
Use the drop-down list box to set an allocation method as the default. The system provides the following options: |
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The system leaves the field blank, by default |
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Default UOM |
The unit of measurement that is to be defaulted. |
Enter the following details in the “Default Values for Customer Call” group box
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Auto Generated WO Status |
Use the drop-down list box to specify the automatic work order status. The combo is loaded with the following options “Fresh” and “Scheduled”. The system displays “Fresh” by default. Based on the parameter set, the auto generated service work order from Customer Call component will either be in ‘Fresh’ or ‘Scheduled’ status. |
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WO Category |
Specify the work order category. The combo is loaded with the work order category values defined in the “Maintain Codes” activity. |
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WO Numbering Type |
Specify the work order category. The combo is loaded with the work order category values defined in the “Numbering Class" for the Service Work Order Transaction. |
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WO Type |
Specify the work order type. The combo is loaded with the work order type values defined in the “Maintain Codes” activity. |
Enter the following details in the “Default Values for SLA Reporting” group box:
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WO Category |
Specify the work order category. The combo is loaded with the work order category values defined in the “Maintain Codes” activity. |
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WO Numbering Type |
Specify the work order numbering type. The combo is loaded with the work order numbering type values defined in the “Numbering Class" for the Service Work Order Transaction. |
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WO Type |
Specify the work order type. The combo is loaded with the work order type values defined in the “Maintain Codes” activity. |
Click the “Generate PM WO” pushbutton to generate the preventive maintenance work order.
The system executes the service to create the PM WO. It passes the entered value of planning horizon saved in the option setting to service. If the planning horizon is saved as null/blank, 0 days will be the planning horizon value.
Enter the following details in the “Default Intervention Period” group box:
Enter the default intervention period for “Monday”:
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From |
The time from which the service can be provided for the customer (Time Format). The system displays an error message if the from time entered for Monday is greater than the to time entered for Monday. |
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To |
The time until which the service can be provided for the customer (Time Format). |
Enter the default intervention period for “Tuesday”:
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From |
The time from which the service can be provided for the customer (Time Format). The system displays an error message if the from time entered for Tuesday is greater than the to time entered for Tuesday. |
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To |
The time until which the service can be provided for the customer (Time Format). |
Enter the default intervention period for “Wednesday”:
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From |
The time from which the service can be provided for the customer (Time Format). The system displays an error message if the from time entered for Wednesday is greater than the to time entered for Wednesday. |
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To |
The time until which the service can be provided for the customer (Time Format). |
Enter the default intervention period for “Thursday”:
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From |
The time from which the service can be provided for the customer (Time Format). The system displays an error message if the from time entered for Thursday is greater than the to time entered for Thursday. |
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To |
The time until which the service can be provided for the customer (Time Format). |
Enter the default intervention period for “Friday”:
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From |
The time from which the service can be provided for the customer (Time Format). The system displays an error message if the from time entered for Friday is greater than the to time entered for Friday. |
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To |
The time till which the service can be provided for the customer (Time Format). |
Enter the default intervention period for “Saturday”:
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From |
The time from which the service can be provided for the customer (Time Format). The system displays an error message if the from time entered for Saturday is greater than the to time entered for Saturday. |
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To |
The time till which the service can be provided for the customer (Time Format). |
Enter the default intervention period for “Sunday”:
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From |
The time from which the service can be provided for the customer (Time Format). The system displays an error message if the from time entered for Sunday is greater than the to time entered for Sunday. |
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To |
The time till which the service can be provided for the customer (Time Format). |
Note: If the default intervention periods from Monday to Friday is not entered, then the system defaults values From as "9.00A.M" and To as "6.00 P.M". For Saturday and Sunday, the system displays “Blank” by default.
Enter the following details in the “Item Rates” multiline tab:
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Default Item Code Labour |
Enter the item code labour to be defaulted. (Alphanumeric, 32). The entered item code for item Labor should be of Service type and should be in active status. |
Enter the following details in the “Item Rates” multiline:
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Monday |
Tick this check box, if the item is to be done on Monday by the assigned employee. |
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Tuesday |
Tick this check box, if the item is to be done on Tuesday by the assigned employee. |
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Wednesday |
Tick this check box, if the item is to be done on Wednesday by the assigned employee. |
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Thursday |
Tick this check box, if the item is to be done on Thursday by the assigned employee. |
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Friday |
Tick this check box, if the item is to be done on Friday by the assigned employee. |
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Saturday |
Tick this check box, if the item is to be done on Saturday by the assigned employee. |
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Sunday |
Tick this check box, if the item is to be done on Sunday by the assigned employee. |
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Holiday |
Tick this check box, if the item is to be done on a Holiday by the assigned employee. |
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From Time |
Enter the start work time of the particular item. (Time Format). |
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To Time |
Enter the end work time of the particular item. (Time Format). |
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Item Code Labour |
Enter the item code labour. (Alphanumeric, 32). This code is for identifying the labour of the item. |
Enter the following details in the “Holidays” multiline tab:
Enter the following details:
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Year |
Use the drop-down list to select the year. Year starting from ‘2004’ to ‘2020’ gets populated in the drop-down list. |
Note: - On selecting the particular year from the “Year” drop-down list, the system retrieves the holiday date(s) and it’s description for the pertaining selected year.
Enter the following details in the “Holidays” multiline:
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Date |
Enter the holiday date. (Date Format). |
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Description |
Enter the descriptive information. (Alphanumeric, 150). |
Click the “Set Options” pushbutton to set the entered/modified option settings.
The system displays the following details in the ‘Data History” group box:
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Created By |
The login user ID of the person who had set the parameters. |
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Created Date |
The date/time on which the parameters was set. |
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Last Modified By |
The login user ID of the person who had finally modified the parameters. |
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Last Modified Date |
The date/time on which the parameters was finally modified. |