Taylor Universal Work Order Checklist

Electronic Work Orders

File should start with EWO.

How Work Orders are selected for processing

The ‘Start Taylor Universal Work Order Generation’ function allows the user to enter a date range. The database is then queried for Work Orders matching the following criteria:

The Work Order’s Close Date must fall between the indicated date range.

The Work Order must have a jchstry record having a non-blank jchstry_rfrnce_ar_invce_id value

The Work Order must not already been included in a UWO file

The Work Order must not be ‘Private’. Currently, only Work Orders having a priority of 7 are considered Private.

TYPE 1 OPEN RECORDS:

[ ] Distributor Number (registrykey=DistributorNo)

[ ] Distributor Branch (registrykey=DistributorBranch should be blank if only one)

[ ] Work Order Type (1st character of wrkordr_usr1)

  Valid choices:

  D - Deliveries

  H - Shop Work

  I – Install/startup

  N – Normal

  P – PM

  R – Install/no startup

  S – Scheduled

  U – Pickup

  V – 14 Day check out

  X – 30 Day check out

[ ] Model Family (clntsteeqpmnt_mnfctrr_mdl 1st four characters)

[ ] Phase Type (clntsteeqpmnt_usr19 1st charcter)

  Valid choices 1 or 3

[ ] Cooling Type (clntsteeqpmnt_usr20 1st character)

  Valid choices A or W

TYPE 2 PARTS RECORDS

[ ] Distributor Number (registrykey=DistributorNo)

[ ] Distributor Branch (registrykey=DistributorBranch should be blank if only one)

[ ] Part Number 1 (invntryitmbyvndr_vndr_prt_nmbr) REQUIRED FOR PARTS TO BILL.

[ ] Who Pays Flag (jb_usr10 1st character)

  Valid choices M, D, or C

TYPE 3 CHARGES RECORDS FOR LABOR

[ ] Distributor Number (registrykey=DistributorNo)

[ ] Distributor Branch (registrykey=DistributorBranch should be blank if only one)

[ ] Category Field (lbrrte_unt_msre 1st character)

  Valid choices L (labor), H (1st half hour), T (travel), M (misc), or X (tax)

[ ] Who Pays Flag (jb_usr10 1st character)

  Valid choices M, D, or C

Preventive Maintenance WOs Type 3 Record Exception:

Type 3 records are used to report the contents of a Work Order's "Other" tab (as well as the "Labor" tab). The value of "M" (for Material) entered into the Type 3 "Other" records "Category" field. In this release, an exception to the above is made for PM Work Orders. These are identified by the Work Order Type column having a value of "preventivemaint". Type 3 "Other" records deriving from PM Work Orders should have the "Category" field set to "L" (for Labor).

TYPE 3 CHARGES RECORDS FOR OTHER

[ ] Distributor Number (registrykey=DistributorNo)

[ ] Distributor Branch (registrykey=DistributorBranch should be blank if only one)

[ ] Who Pays Flag (jb_usr10 1st character)

  Valid choices M, D, or C

TYPE 4 CLOSE RECORDS

[ ] Distributor Number (registrykey=DistributorNo)

[ ] Distributor Branch (registrykey=DistributorBranch should be blank if only one)

[ ] Approval Name (wrkordr_po should begin with AUTH#(space) or it will be blank, will remove

these characters and use the rest)

[ ] Service Begin Date (wrkordr_dte_erlst_strt)

[ ] Service Begin Time (wrkordr_tme_erlst_strt)

[ ] Service Completion Date (wrkordr_dte_mst_cmplte)

[ ] Service Completion Time (wrkordr_tme_mst_cmplte)

[ ] Recall? ‘Y’ if wrkordr_type is 'Call Back'; otherwise ‘N’

[ ] Rewrite? ‘Y’ if wrkordr_orgnl_wo_id is not empty; otherwise ‘N’

EXCLUSION RULES:

Inventory, Labor or Other records with a job cost category where the jbcstctgry_usr2 field is set to “Y” will be excluded.

ADDITIONAL INVENTORY EXCLUSION RULE:

Inventory items with invntryitm_usr2 field is set to “Y”.