Adding equipment to work orders to split work order costs - HxGN EAM - 12.0.1 - Mobile

HxGN EAM Mobile User

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HxGN EAM
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HxGN EAM Version
12.0.1

Add equipment to work orders to split costs across equipment on the work order. When creating a work order, you must specify a piece of equipment on the work order header. However, the system enables you to add additional equipment to the work order (including the equipment on the header) to which to distribute work order costs.

When applying work order costs to multiple equipment work orders (for booked labor, issue parts, etc.), specify a value for Equipment on forms within the system where work order costs are accrued to indicate whether the costs should be distributed evenly across all work order equipment, a specific equipment, or only the work order header equipment.

There are two types of work orders related to the addition of multiple equipment records to work orders for distributing work order costs: a "multiple equipment work order" and a "multiple equipment child (MEC)" work order. There are many references to these two types of work orders in the user documentation. See the following descriptions for clarification of the two types:

Work Order type

Description

Multiple equipment work orders

Multiple equipment work orders are work orders to which at least one equipment has been added on the Equipment tab of the Work Orders form to distribute the work order costs across the equipment records. When the first equipment record is added to the Equipment tab of the Work Orders form, the system automatically selects Multiple Equipment on the work order header.

Multiple equipment child (MEC) work orders

An MEC work order is the work order type that is assigned to a Related Work Order that the system automatically creates for each equipment record added to the Equipment tab of the Work Orders form. Upon saving the equipment to the work order, the system generates the Related Work Order (of type Multiple Equipment Child) for the equipment. The Related Work Order, which cannot be viewed within HxGN EAM Mobile, then enables the system to track work order costs at both the work order and equipment level.

For example, if you add EQUIP-001 and EQUIP-002 to the Equipment tab of the Work Orders form, the system generates a Related Work Order of type MEC for both EQUIP-001 and EQUIP-002 when you save the work order, such as work order numbers 50001 for EQUIP-001 and 50002 for EQUIP-002.

In the user documentation, all references to "MEC work order" or "related work order" are to the type of work order that is automatically created by the system for equipment records added to the Equipment tab of the Work Orders form.

The system does not show MEC work orders in HxGN EAM Mobile.

To add equipment to work orders to split work order costs:

  1. Select Work > Work Order.

  2. Select the work order for which to add equipment, and then click the Equipment tab.

  3. Click New Record.

  4. Specify this information:

    Equipment - Specify the equipment to add to the work order.

    Click Add WO Header Equipment to add the equipment on the work order header to the Equipment list to distribute costs to the header equipment. The system does not automatically distribute the work order costs to the equipment on the work order header. You must add the header equipment to the Equipment list to include the header equipment in the work order cost distribution.

    The system automatically selects Warranty on each MEC work order and each activity if the Equipment on the MEC work order is under warranty.

  5. Click Save. The system creates a MEC work order for each equipment in the Equipment list and selects Multiple Equipment on the work order header. Add additional equipment to the work order as necessary.

    Work order planning information is not copied to related work orders. Therefore, the system sets the Estimated Hours, Hours Remaining, and Task Qty. to 0 for all the activities on any created related work order(s).