Create a standard work order

1. At the EMMS main menu, click the Work Orders button. The Work Orders display screen appears.
2. Click Add . The Work Order Type to Create screen appears.
3. Click Regular WO's.
4. Click Enter . The Create Work Order enter screen appears.
5. Fill in the fieldsFacilityis the facility where the work will be done. You can click on the Prompt button to select the facility from a list.
   Unitis the equipment unit the work order is for. You can click on the Prompt button to select the unit from a list. If the work order is being created to perform work on multiple units, this field should be left blank. as required.
6. Click Enter to save the work order. If the unit entered belongs to a customer, the screen will extend to allow you to enter additional customer information, if required.
7. Fill in the fields as required.

   Assigned Customeris the customer to which the unit is assigned. It can be left blank to default to the customer on the equipment master. Note that a customer can be entered when no unit is specified, i.e. on a multi-unit work order. You can click on the Prompt button to select the customer from a list.

   Billing Customeris the customer who will be billed for the work. If the business parameter is set and the unit is on a rental agreement, the system will look for the rental billable customer. If the unit is on overlapping rental agreements, Enrich will select the first customer record found for the unit. However, if you enter a customer here, it will be considered an override, and the system will not look for a rental billable customer. You can click on the Prompt button to select the customer from a list.

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

   Crew Numberis the number of the crew that will perform the work. This is optional, and may or may not appear on the screen.

   Customer Contactis the name of the person at the customer company to contact concerning this work order.

   Customer POis the number imprinted on the customer's purchase order for the work. This may or may not be required, depending on the customer's setup.

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

   Override Address #identifies the customer address to be billed if different from the standard. You can click on the Prompt button to select the address from a list.

   Priorityidentifies the importance of the work. It can be left blank. You can click on the Prompt button to select the priority from a list.

   Readingsare the current meter readings on the unit, followed by the unit of measure for the reading. These will only appear if meters exist for the unit. If multiple meters exist, multiple reading and UOM fields will appear.

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

   Roadside Serviceis the number of the roadside service unit. This is optional, and may or may not appear on the screen.

   Shopis the department or shop to which the work order is assigned. Depending on the setting of the work order facility restriction business parameter, you might not be able to switch to an unsecured facility. You can click on the Prompt button to select the shop from a list.

8. If the customer to be billed for the work is different from the one set up on the equipment master:
   1. Click Customer to Bill . The Billing Customer field appears under the Assigned Customer field.
   2. Type in or select the Billing Customer.
9. If more than 3 meters exist:
   • Once all other information has been entered on this screen, press F2. The Work Order Header screen appears, allowing for entry of up to 6 readings.
10. Click Enter . The Edit Work Order change screen appears. If outstanding defects or work roster entries exist for the unit, a message indicating that will appear at the bottom of the screen.
    • If a meter reading is not within defined tolerance levels, the Measurement Tolerance Warning screen appears first. Click Yes and Enter to override the warning and continue, or click Exit to return to the previous screen and correct the reading.
    • If a credit problem exists for the customer, the Warning Credit Restrictions screen will appear. You will have to get a supervisor's approval to continue.
    • If user-defined fields exist for work orders, the Additional Information Entry screen appears. Type in the required information and click Enter to save. Then click Exit to continue.
    • If work roster entries exist for the unit, the Add to Work Order display screen appears, listing the entries. To place a roster entry on the current work order, right-click on the entry and select Place on WO. Otherwise, click Exit to continue.
    • If comments exist for the equipment unit, the Display Comments screen appears. Click Exit to continue.
11. Fill in the fields as required.

    Componentis the VMRS code identifying the component to be repaired. You can right-click in the field and select Prompt to select the component from a list.

    Taskidentifies the type of work that will be performed on the component. You can right-click in the field and select Prompt to select the task from a list.

12. Click Enter to save the work order.

What next?