This registry provides a number of options to control how this function runs.
Testing Your Registry Entries
The system does not verify the validity of registry entries. Be sure to test your registry entries after completing them to verify that they are functioning correctly.
See Specify_Status_for_Specific_Work_Order_Types for a sys-web-access option to specify the default status of preventive maintenance web orders.
Registry to Disable Use of Equipment Service Task when Master Contract PM's are Created.
Id: sys-start-scrtepmwo
See the Standard Registry section in Registry Viewer for additional Registry Id formats to allow entries for specific Users, Branches, Security, or User Groups to override the main entry.
Setting Key: RequirePO Setting Value: true (default is false)
This setting controls the initial setting of each Checklist line's Do box. If a site requires a PO and the new registry setting is enabled, the Do box defaults to False (blank) when the Customer PO is unknown.
When the CheckAll sidebar button is clicked and the RequirePO option is set to true, the system now only checks lines where the PO is completed.
Setting Key: AssignPMInvoiceIds Setting Value:false
If this option is implemented, the PM Invoice Id in the PM Workorder will not be set (using information available in the Job record) when the Create PM WorkOrder function is run.
Otherwise, any lines posted directly to the work order (i.e. WO Other, WO Inventory, WO Labor) will reference the pre-billed PM Invoice # and any Labor Journal or Job Journal entries posted against the same workorder/inspection will reference a different invoice number when the PM inspection work order is closed out & invoiced. The user is notified that the WO has already been invoiced during Labor Journal and Job Journal entry.
Important Note: if this option is implemented, you either have to associate the lines of the Work Order through PWP or you have to create a $0 invoice to avoid have unbilled costs.
Setting Key: BuildWorkRequestedFromTaskList Setting Value: false
By default, Service Task List items are listed on the Work Order Equipment’s Work Requested field. Depending upon which reports you are using, this behavior may be undesirable, creating redundancy and wastes space in several reports in the system. Implementing this option disables the default behavior: the list of service tasks will no longer be written to the Work Requested field(s) on the Equipment Lines of PM Work Orders.
Setting Key: DocumentCategories Setting Value: a,b,c
where a, b and c are replaced by the Document categories defining the list of documents to attach to each PM Work Order. All documents associated with these categories will be attached.
Setting Key: DefaultCallSequence Setting Value: 900
This registry option enables you to set the initial sequence number of PM Work orders that controls positioning on the Classic Board. It in new PM’s appearing below the more sensitive Service WO’s on the Classic Board. It also allows for facilitated processing in the following example:
At 8:00 am a user creates Group A of PM workorders.
At 9:00 am they bring Group A up using the classic board. The WO's would now show in WO id Order. Then they assign some WO’s to other Techs. The call sequence numbers on the rest of Group A would be assigned by the classic board from 1 to the number of WOs in the group.
At 10:00 am they create Group B of PM workorders.
At 11:00 am they bring up the Classic Dispatch Board. If this registry entry is not set, all WOs in Group B would have 0 call sequence numbers, which means they would display above Group A since this group had call sequence numbers assigned. With this registry all of group B's WOs would display below group A.
Setting Key: WorkOrderPO Setting Value: job (use PO# from job, ignore site record)
Setting Key: WorkOrderPO Setting Value: job,site (use PO# from job first, site second)
Setting Key: WorkOrderPO Setting Value: site (use PO# from site, ignore job record)
Setting Key: WorkOrderPO Setting Value: site,job (use PO# from site first, job second)
Setting Key: ShowInvoiceDescriptionAsWorkRequested Setting Value: true
If implemented, the PM Work Order’s Work Requested will default from the Client Site Equipment PM Schedule’s Invoice Description.
SAMPro uses a grouping order to determine whether or not PM Schedule lines will be combined on a single PM Work Order. See PM WO Grouping for important details. The following options impact the default grouping order.
If set to true, this registry enforces a single equipment per PM Work Order limit. If it is set to false or is absent, multiple equipment may be included on a PM Work Order.
Setting Key: SingleEquipmentPerWO Setting Value: true
Warning: This registry is overridden by IgnoreCase3242=true.
By default, if the Work Code Id is different on two lines of the Client Site Equipment PM Schedule for the same day and technician, the system forces a separate work order to be created. Since some users prefer to have PM lines with multiple work codes appear on the same work order, the following registry entry is available:
Setting Key: IgnoreCase3242 Setting Value: true
Setting Key: OrderBy Setting Value: field1,field2 ...
The order of the Inspection lines displayed in this function's check list viewer is critical to determining how individual inspection lines can be combined into a single WO. In the absence of this option, the default ORDER BY is "clntste_id, clntsteeqpmntpm_dte_schdld_inspctn, wrkcde_prrty, clntsteeqpmnt_id" which may not always produce the optimal results.
Example
Setting Key: OrderBy
Setting Value: clntste_id,clntsteeqpmntpm_dte_schdld_inspctn,tchncn_id,clntsteeqpmnt_id
For Sybase Users
If the Client Site Equipment's Inspection Date is referenced in the OrderBy statement, its database name must be entered as clntsteeqpmntpm.clntsteeqpmntpm_dte_schdld_inspctn instead of clntsteeqpmntpm_dte_schdld_inspctn to prevent a Sybase error -144 column not found error when the revised Report PM WorkOrder List dated 2017-09-12 or later is run.
Setting Key: OrderBy
Setting Value: clntste_id,clntsteeqpmntpm.clntsteeqpmntpm_dte_schdld_inspctn,tchncn_id,clntsteeqpmnt_id
Note: the ORDER BY registry option supports references to any column in this list of tables - clntste, clntsteeqpmnt, clntsteeqpmntpm, scrty, srvcetsks, brnch, wrkcde, clnt, jbcstcde, jb, prjct, srvcectgry, tchncn.
In addition to these options, Required Resource processing must be enabled.
SettingKey: RequiredResourceInventoryCostCategory SettingValue: CostCategoryIdInventory
Setting Key: RequiredResourceOtherCostCategory Setting Value: CostCategoryIdOther
In the first option, specify a Cost Category Id to be used with the Inventory Items on the PM Parts list.
In the second option, specify a Cost Category Id to be used with the Other Items on the PM Parts list.
Registy Id: sys-start-scrtepmwo
Setting Key: ReqPMPartsStatus Setting Value: status
By default, PM Work Orders which were generated with any ReqResource lines were ALWAYS set to Waiting Parts. This registry provides an override so that customer can specify a different status for PM's with ReqResource parts.
Example: To set PM's with ReqResource lines to Waiting Service:
Id: sys-start-scrtepmwo
Setting Key: ReqPMPartsStatus Setting Value: Waiting Service
If your firm uses required resources, the following option may be used to prevent the writing of PM parts to the Required Resources tab for non-subcontractor technician (Required Resource lines are never written if the PM is created for a subcontractor technician):
Setting Key: DisableReqPMParts Setting Value: true (default is false)
This registry entry only controls the writing of flagged service parts to the Required Resources tab.
The TechServiceParts option (see below) is used to determine whether flagged parts will also be written to
The Work Order Equipment Work Requested (Sub)
No additional lines written (No)
The above options control the behavior of flagged service parts if the technician is not a subcontractor or if a technician is not assigned. Flagged service parts are always written to the Work Order Equipment Work Requested for subcontractor techs.
Required Resource WO Escalation Status
By default, PM Work Orders will ONLY be set to Waiting Parts if Required Resource parts (from flagged Service Parts lines) will be written to the PM. The ReqPMPartsStatus defined above may be used to override this value.
Note: Required Resource users should also review the above option (DisableReqPMParts).
Setting Key: TechServiceParts Setting Value: No or Sub or Yes
If this registry option is set to No:
Flagged Service Parts will Not be used to create quoted lines on the PM Work Order;
If Required Resources are enabled for PM and the Tech is NOT a Sub, flagged parts will only be written to the Required Resource tab.
If the Technician is a Sub, flagged Parts will be only written to the Equipment Work Requested.
If this registry option is set to Sub:
If the Technician is not a Sub, handle flagged Service Parts using the subcontractor processing (that writes these parts to the Work Requested). If Required Resources are enabled for PM's, flagged parts will also be written to the Required Resource tab.
If the Technician is a Sub, flagged Parts will also be written to the Equipment Work Requested.
If this registry option is set to Yes or is not present,use the default processing that flagged Service Parts are used to create quoted lines on the PM Work Order.
If the Technician is not a Sub and Required Resources are enabled for PM's, flagged parts will also be written to the Required Resource tab.
If the Technician is a Sub, flagged Parts will also be written to the Equipment Work Requested.
If flagged parts from the PM's parts list are written to the Inventory or Other tabs (if the TechServiceParts option is set to Yes or this option is absent), the following registry option enables you to select a default job cost category for each of these.
Setting Key: PMPartsInventoryCostCategory Setting Value: CostCategoryIdInventory
Setting Key: PMPartsOtherCostCategory Setting Value: CostCategoryIdOther
In the first option, specify a Cost Category Id to be used with the Inventory Items on the PM Parts list.
In the second option, specify a Cost Category Id to be used with the Other Items on the PM Parts list.
This registry option would be only used if the user actually puts budgets in the system for their PM jobs. On Time of Service PM’s, the QU and Extra boxes are checked when the work order is generated resulting in the budget to be overstated. The following registry option turn off the QU flag when generating Time of service PM work orders so that an additional budget entry will not be made.
Setting Key: MarkContractValueEntryAsQuoted Setting Value: false
The default value is True to preserve the original behavior. When the setting is False, the Quote box will NOT be flagged when generating the Contract Value line.
Registry Id: sys-start-scrtepmwo
Setting Key: GetServiceAccountManagerFromClientSite Setting Value: true (default is false)
If the above registry is enabled, Start Create PM Workorder will default the Service Account Manager from the Client Site only when Preventive Maintenance Work Orders are generated. If this registry is not enabled or the value is false then it will set the Service Account Manager first from the Client Site Equipment then from the Client Site, maintaining the previous default behavior.
By default, entries on the Client Site WO Other tab are not added to Preventative Maintenance Work Orders created by Start Create PM Work Orders. The following registry may be implemented to add Client Site WO Other lines to Workorder Other Records when processing PM Workorders.
Registry Id: sys-start-scrtepmwo
Setting Key: ClientSiteWOOtherAdd Setting Value: true (default is false)
This registry may be used to modify the calculation of the Sub NET / PO amount for Master Contract linked equipment. By default, when a PM Work Order is generated for a Subcontractor technician, the sub's NTE amount will be set to Cost amount on either the Inspections tab or the Provider Rates tab on the Master Contract record.
In this release, the following registry modifies this; if the Master Contract does NOT have a Cost amount on either the Inspections tab or the Provider Rates tab, the Equipment record's Sub NTE will be used to set the Sub NTE on the Purchase Order and PM Work Order when Create PM Work Orders is run. This functionality requires that the PM is generated for a Subcontractor Tech.
Id: sys-start-scrtepmwo
Setting Key: LastResortSubNTE Setting Value: equipment