Assign a new sublet work order

1. At the EMMS main menu, click the Work Orders button. The Work Orders display screen appears.
2. Right-click on the work order and select Change. The Edit Work Order change screen appears.
3. Click Actions . The Work Order Actions screen appears.
4. Click Assign New Sublet WO. The Assign Sublet Work Order enter screen appears.
5. Fill in the fields as required. As information is added, additional fields may appear.

   Agreed is the completion date and time agreed to with the customer.

   Bill Statusis the billable status of the work. You can click on the Prompt button to select the status from a list. Valid values are:
        - A - bill affiliate
        - B - billable (A/R)
        - M - billable (maintenance reserve)
        - N - non-billable (show)
        - S - non-billable (skip)

   Billing Customeris the customer that should be billed for the work if different from the assigned customer. This field is added to the screen as needed. You can click on the Prompt button to select the billing customer from a list.

   Commentsare any comments that will appear on the sublet work order.

   Componentis the system, assembly, and part that work will be performed on for the sublet. You can click on the Prompt button to select the component from a list.

   Cost Codeidentifies the rate that will be used to calculate labor costs for the sublet work order. It defaults to internal (int). You can click on the Prompt button to select the cost code from a list.

   Crewis the crew that will work on the job. It is optional.

   Customeris the customer the unit is assigned to, if applicable. This field can be left blank to default to the customer on the vehicle master. You can click on the Prompt button to select the customer from a list.

   Customer Contactis the name of the person at the customer company who can be contacted concerning this work order.

   Customer POis the number imprinted on the customer's purchase order for the work, if applicable.

   Deptis the department or shop to which the work order is assigned. You can click on the Prompt button to select the department from a list.

   Edit New WOidentifies whether or not you wish to edit the new work order immediately.

   Employeeis the employee responsible for the sublet work order. You can click on the Prompt button to select the employee from a list.

   Estimateis the estimated cost of the sublet work, to 2 decimal places.

   Facilityis the facility to which the work order is assigned. You can click on the Prompt button to select the facility from a list.

   Maintenance Limitdisplays the customer's maintenance limit, if applicable.

   Metricslists the metrics applicable to the unit and allows you to enter the meter reading and UOM. You can click on the Prompt button to select the unit of measure from a list.

   Miscellaneous Unitflags whether or not this is an unassigned, miscellaneous unit.

   More Commentsidentifies whether or not additional comments exist for the sublet.

   Openedis the date and time the work order was created. It defaults to the current date and time. If the facility changes, Enrich will re-evaluate the open date/time based on the new facility; if the date/time is adjusted based on the time zone, you will see an informational message: "WO open date/time re-evaluated based on facility."

   Override Address #is the number identifying the address for the customer to be billed at that is different from the standard, if applicable. You can click on the Prompt button to select the address from a list.

   Pay To Vendoris the vendor who will be paid for the work, if different from the vendor. You can click on the Prompt button to select the pay-to vendor from a list.

   PO Requiredidentifies whether or not a PO is required for the selected customer.

   Province/Stateis the province or state that the sublet vendor is located in. You can click on the Prompt button to select the province or state from a list.

   Ptyclassifies the importance of the work. It is optional. You can click on the Prompt button to select the priority from a list.

   Reasonidentifies why the work order is being created. The default reason will vary depending on the equipment unit. You can click on the Prompt button to select the reason from a list.

   Requested Completionis the date and time the work should be finished.

   Roadside Service Numberis the number of the roadside service unit, if applicable.

   Taskis the task that will be performed on the specified component. You can click on the Prompt button to select the task from a list.

   Unit #identifies the equipment unit the work order is for. If the work order is being created to perform work on multiple units, this field can be left blank. You can click on the Prompt button to select the unit from a list.

   Vendoris the vendor that will be doing the sublet work. You can click on the Prompt button to select the vendor from a list.

6. Click Enter twice. A new work order will be created. The system assigned the next available work order number.
   • On the newly created work order, the Sublet $ field appears with the amount of the sublet work order line entered, and the words "TP 999" will appear above the assigned field.
   • On the newly created work order, any sub-activities are exploded and any instructions for the VMRS/task are placed as comments on the line.

Back to work order Actions or Sublet