Works requests are used to schedule and perform maintenance tasks. They can be created manually or through maintenance points.
The main features are:
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Ability to assign them to a group/resource
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Define a scheduled start date
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Define any necessary parts
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Expected time
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Purchase management: possibility to issue purchase orders/quotes
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Status Management: Planned, Released, In Progress, Completed
| Note |
| You can post requests only if the request is in the Released or Completed status |
The posting of work requests creates:
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Machine Entries
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Work Ledger Entries
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Item Ledger Entries for spare parts
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Resource Ledger Entries
Work requests provide for the issuance of quotes / purchase orders for spare parts.
Work Request creation
From the Work Request List (PLM),using New, you open the tab to create a new request:
you need to enter the main fields:
| Field | Description |
| Maintenance Point No. | you may or may not specify where you require the intervention |
| Description | provide a description for your request |
| Planned Starting Date | planned date for the intervention |
| Maintenance Point No. | specifies the maintenance point. |
| Resource Group No. | you can assign a group of resources that will perform the work (Electrical, hydraulic, mechanical maintenance, etc.) |
| Resource No. | you can choose a specific resource that will perform the intervention |
| Predicted Maintenance Time | you can indicate an expected time for the duration of the work |
| Maintenance Type / Work Type Code | maintenance operations can be classified using the two linked tables |
| Stop Production | specifies whether production is interrupted (only for informational purposes) |
| External Maintenance | specifies whether maintenance is external |
| Vendor No. | you can select a vendor from the list |
| Priority Status |
specifies the priority: |
| Status | from Actions->Change Status you can pass the request to one of the following states - Planned - Released - In Progress - Completed |
| From Work Request | you can link the request to another |
From Related->Spare Parts you can predict the parts to use or the resources that some tasks need to do.
In the example we have established that 4 Filter parts are required, which will be taken from the Blue warehouse:
Action->Post:
on the journal the system shows a summary of what we want to record:
You can manually modify the fields (e.g. you can enter/change the Quantity).
Using "Copy Suggested Quantity to Quantity" you can copy the suggested quantity in the quantity field.
| Note |
| Before Posting you need to enter a Description. |
| Action | Description |
| Post | allows you to post lines. However, the request is not considered closed by the system. You use this action when you have to make a partial posting (e.g. we post half an hour of activity and the rest later) |
| Post and Close | allows you to post lines. The request is considered closed by the system and goes to Completed state. |
Purchase Lines
From the Work Request page through Related-> Purchase lines you can manage the purchases relating to the spare parts to be used
From Copy From Work Request, the system automatically inserts the lines of the components linked to the request:
You can automatically issue Purchase Order or Offer for the vendor indicated on the lines.
The created order / offer is shown on the lines.
Movimenti contabili e attivitą
From the Work Request Tab, through Related-> Entries->Activity Entries, you can see a list of the activities
Da Related->Entries->Work Ledger Entries it is possible to see the G / L entries generated with Unit Costs and Amounts
Item / Resource Ledger Entries
Finally, in Item Ledger Entries, against the use of spare parts, the system records a negative adjustment:
and in Resource Ledger Entries, the lines for the activities performed by the resource are posted:
See also:
| Introduction |
| Setup |
| Machines |
| Maintenance Points |
