A Texada Web Work Order can be used to complete a service or repair on a customer's equipment or site, billing the parts, labor, and services to the customer on a W.O. invoice.
Texada Web Location/Mechanic Control:
When Texada Web is utilized as activated in Logistics, and an Employee is assigned to a Work
Order from the Texada Web app, the location of the W.O.
is changed to the default location of the Operator assigned that employee number, and the
following restrictions apply:
The prompts to generate a W.O. or a Requisition List are:
The ability to over-type the document number is controlled by
the Allow Custom Document# flag for the document type
defined in Last Used Transactions.
A warning is generated if the number has already been used.
Existing Work Orders can be viewed in the window on the Work Order# field as outlined in Estimates/Work Orders Search.
Locked W.O.:
If an existing Work Order is in use by a
Texada Web mobile unit, or an employee has been assigned to
W.O. through Texada Web, the W.O. cannot be modified or
deleted until the work is completed.
A warning is triggered to alert the operator of the conflict.
Only operators with the security flag to External WO Employee
Access in the "Texada Web/Rental Logic" window of Security Role Permission have the ability to remove
the employee from the Active Employees on this
Work Orders window and/or to release the external lock on the
Work Order.
When an Employee is initially assigned to an existing Work
Order from the Texada Web app, the location of the W.O.
is changed to the default location of the Operator assigned that employee number, and any
back ordered parts or requirement records are also changed to the
new location.
Refer to the notes above for Texada Web Location Control:
for more details.
The Ship To address indicates where the equipment will be
used.
The Ship To address defaults to the "Bill To" address, since most
equipment is used at the same place as it is billed.
If the Ship To address is different, enter the site or job
description that relates to this Work Order, or use the FL- Site Search window to select an existing site,
or to add a new site, or just over-type the "Ship To" with the
actual place the equipment was used.
Note: The Tax Code NTX over-rides any other code at any level.
Enhanced Tax window:
The taxes and exemptions to be applied are displayed as explained
for Enhanced tax processing in Tax Codes By
GEOCode.
If the operator has role permission, the tax codes can deleted in
the window and the exemptions can be modified as required.
Service history records are maintained by this Make/Model number
or description.
It prints on the work order and on the invoice.
REFERENCE PRODUCT SEARCH
Use this Reference Product Search window
to search for a customer's product that is NOT in your product
file, but that has been serviced on W.O. before, and so it does
have a repair history.
If the product is not in the product file and has never been serviced on a W.O. before, click OK to exit the search window without selecting a product record.
Finished?
Selected recommendations will be flagged to print in the Work Order Comments.
Note: All service recommendations for this non-bulk rental product can be viewed by clicking on the SERVICE REC button at the bottom of the screen.
When repairing a customer's product that has not been serviced
before enter a description of up to 20 characters.
e.g. CHAINSAW
If this is a non-bulk rental item from your rental fleet, the
serial number from the Asset Tag is displayed.
If this is a bulk rental item a Asset Tag
Search window is provided to view and select from valid tags
for this product. The serial number displays from the selected
tag.
If this is a customer's product, enter the serial number of the
item to be repaired.
This name will print on the Work Order and resulting Work Order
Invoice as "REPAIRED BY: Name".
The wording of the text preceding the name on the document,
respects the text defined for the two languages in the Document Field Labels table.
Click NO if the product file should not be updated with the new reading.
Click YES to update the product file.
Confirmation will be required as outlined in Update Product Meter Information.
If the equipment already carries a Reserved status, a
warning is first triggered.
e.g. currently On Contract, or On Delivery
The current configurable status code for this product is then
displayed.
e.g. Available for Rent
A new code can be entered for this product while it is being
serviced, or selected from the valid codes in the Product Status Codes Search window.
Only configurable codes having the same depreciation permission
flag as the current code, are valid for this product.
The corresponding warning message for this status code will then be
displayed if an operator attempts to put the product out on a
contract, until the status is changed back when the W.O. is closed
and it is ready to rent again.
When the W.O. is completed and closed, the operator will be prompted again to update the product status code.
WORK ORDER DETAILS
After the Work Order header information is completed, the details
on labor, parts, services, taxes, and comments can be entered as
outlined in the FL- Work Order Details.
The W.O. can be printed, or closed and converted to an Invoice.
ACTIONS:
Additional actions provided by buttons on the Work Orders
screen include:
To delete an existing W.O. click the DELETE button
before selecting the Work Order number, as outlined in Delete A Single Work Order.
This delete utility makes permanent deletions of the entire
W.O.
A deletion record for function WOWH19A is generated to track the deleted W.O.#, date and operator code. The deletion record can be reviewed in Delete Log.
Note: A Work Order cannot be deleted or closed if it is currently in use on a Texada Web device.
Review Service Recommendations for the W.O.:
The SERVICE REC button is only active when the Work
Order is for a non-bulk rental product and the Allow Service
Recommendations processing has been activated for the division
in Divisional Work Order Parameters.
Service recommendations for a W.O. can then be reviewed after the Work Order# for a non-bulk rental product is entered by clicking on the SERVICE REC button, as outlined in W.O. Service Recommendations.
This flag in the Divisional Work Order Parameters also triggers the service instruction notes for the equipment recorded in Service Recommendations, to be displayed automatically the next time the product is entered for service on a W.O., as a reminder to staff.
When a service recommendation detail is selected on the W.O. it is included in the W.O. comments and is flagged as closed in the recommendation file. Any remaining open recommendation details will display again the next time the product is entered for service on a W.O.
Link a File to this Document:
Click the ATTACHMENTS button to review and set any
File Attachments associated with this
document.
The link to an attached document will be passed on to any resulting
documents created by converting the document to another document,
such as Estimate to a W.O. or to an Invoice.
Note: If there are any attachments linked directly to this
document, a checkmark is displayed below the
ATTACHMENTS button to alert the operator.
No checkmark displays if there are only attachments on the
"Associated Tab" or if there are no attachments.
Assign an Inspection Form to this W.O.:
After selecting the Work Order, click the INSPECTIONS
button to review and add any Inspection
Forms that should be associated with the Texada Web service
work required by this W.O., in the Inspection
Forms for Work Order window.
This button is only available when Texada Web has been activated in Logistics.
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