Generating work orders for repairable core parts - HxGN EAM - 12.0.1 - Help - Hexagon

Generate work orders for repairable core parts to be repaired internally. If you select to generate work orders for internal repairs, the system checks to see if there is a Qty. for Repair for any parts in store. If a positive quantity for repair exists, the system generates a work order of Type Repairable Core containing the part(s) to be repaired internally. If Auto-Assign and Active are on, the system automatically moves the part from Qty. on Hand to Qty. at Shop when the internal repair work order is generated.

1. Select Work > Process > Generate WOs.

2. Specify this information:

   Organization - Specify the organization to which the work order belongs if you use multi-organization security.

   Department / Equipment / Location / PM / PM Class / WO Type - Specify one or all of these selection parameters for generating the work order batch.

   Generate Through - Specify the due date through which to process the work orders.

   To generate all work orders meeting the specified selection criteria up to the current date, leave Generate Through blank.

   Print Summary Report - Select to generate a summary report of all the generated work orders after the batch generation process is complete.

   Print Work Orders - Select to print work order cards for the work orders created/updated when processing the work order batch.

   Generate WOs for Repairable Cores - Select to create work orders for repairable core parts to be repaired internally. The system enables Store and it is required. The system populates Store Org. based on the selected Store.

3. Click Process. The system displays the Preview page listing all of the work orders meeting the selection criteria.

   The Preview page retains the settings for Print Work Orders from the Parameters page. You can select or clear Print Work Orders as necessary.

4. Select each work order you wish to generate in the work order batch as necessary.

   To select all the work orders at once, check Select. To clear all the work orders at once, clear the Select check box.

5. Click Generate. The system generates the work order for the selected records. If any errors occur, then the system changes the record’s visual attribute to red and displays an error message in the Error Message column of the Preview list.

   If you set up the system to require an electronic signature to authorize status changes to work order headers, the system displays the eSignature pop-up once for every work order in the work order batch for which there is a status change.

   See the following processing rules when generating work orders for repairable spare parts:

   • If you selected Use Stock Method for a part on the Repair Details tab of the Parts form, the system calculates the Qty. to Repair based on the stock replenishment method specified for the part in the holding store. For example, you create a part OOV-REX-TRA-25G for which Min/Max is the Stock Method with a Minimum Qty. of 5 and a Maximum Qty. of 10. The current Qty. on Hand ofOOV-REX-TRA-25G is 4 and the stock Qty. for Repair is 9. When you generate an internal repair work order for the part, the system calculates the Qty. to Repair on the work order as 6 parts rather than 9 to update the Qty. on Hand of the part in stock to the specified maximum of 10.

   • If you do not select Use Stock Method for a part on the Repair Details tab of the Parts form, the system automatically generates the work order for the full Qty. for Repair on the Repair Details tab of the Parts form.

   • If you do not select Auto Assign on the Repair Details tab of the Parts form, the system automatically generates the work order for a Qty. Assigned of 0, and you must use the Assign Repair Details popup on the work order to make assignments.