Taylor Distributors must transmit a complex file to Taylor Corporate for each invoiced Work Order that they wish to report. This is known as the “Universal Work Order” or “UWO” field. In addition to the generation of this “UWO” file, Sampro keeps track of the work orders already processed in a “Transmissions” database table.
Certain database fields must be set up correctly for this functionality to be operational: these fields are discussed in this topic.
See Taylor Universal Work Order Checklist for a handy checklist for users to consult when running this function.
See Taylor Universal Work Order Checklist for a handy checklist for users to consult when running this function.
See Start Taylor Universal Work Order Generation for information on running the generate function itself.
See Registry Start Taylor Universal Work Order Generation for the registry options required for this functionality.
Taylor UWO Installation Guidelines
December 5, 2012
Introduction
The Taylor Universal Work Order (UWO) Sampro feature allows the user to select a group of completed Work Orders and to export the contents of these Work Orders into a file formatted according to the Taylor UWO specifications. The user is responsible for transmitting this file to Taylor.
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. This is determined by querying the ‘tylruwotrnsmssns’ table. See below.
The Work Order must not be ‘Private’. Currently, only Work Orders having a priority of 7 are considered Private.
The user may add additional Work Orders to the list once it is displayed on the list screen. The number of blank lines on the screen is controlled by an entry in the Sampro Registry.
The user may remove a Work Order from the list by blanking out the Work Order Id on the list screen.
The Transmissions table (tylruwotrnsmssns)
The Transmissions table is used to record the Work Orders written to the UWO files.
The Transmissions table is created automatically when it is needed. Therefore, the Taylor UWO feature can be added to any version of Sampro without requiring a database update.
Currently, there are no Sampro Viewers for the Transmissions table.
The Taylor UWO record types
The Tayor specs call for 4 types of records that can be generated for each Work Order:
Type 1 (‘Open’) records One per Work Order
Type 2 (‘Parts’) records Zero or more per Work Order
Type 3 (‘Charge’) records Zero or more per work Order. Charges may be either
Labor Charges or Other Charges
Type 4 (‘Close’) records One per Work Order
Sources of data within the UWO records (Type 1 Open Records). Fields not listed are left empty.
Distributor # Sampro Registry (key = DistributorNo)
Distributor Branch # Sampro Registry (key = DistributorBranch)
Transaction Id ‘1’
System W.O.# wrkordr_Id
Taylor Technician # tchncn_id
Secondary W.O. wrkordr_po
Tertiary W.O. invce_id
Open Date wrkordr_dte_opnd
Open Time wrkordr_tme_opnd
Customer Name clntste_nme
Address 1 clntste_addrss_shp_addrss_strt
Address 2 clntste_addrss_shp_addrss_strt_2
City clntste_addrss_shp_addrss_cty
State clntste_addrss_shp_addrss_stte
Zip Code clntste_addrss_shp_addrss_zp
Phone 1 clntste_phne_vce
W.O. Type wrkordr_usr1 (first character only)
Model Family clntsteeqpmnt_mnfctrr_mdl (first 4 characters only)
Serial # clntsteeqpmnt_srl_nmbr
Phase Type clntsteeqpmnt_usr19 (first character only) Must be ‘1’ or ‘3’
Cooling Type clntsteeqpmnt_usr20 (first character only) Must be ‘A’ or ‘W’
Unit Install Date clntsteeqpmnt_dte_instlld
Dispatcher Problem Text wrkordr_wrk_rqstd (first 180 characters only)
Date Format Version Level ‘1A’
Sources of data within the UWO records (Type 2 Parts Records). Fields not listed are left empty
Distributor # Sampro Registry (key = DistributorNo)
Distributor Branch # Sampro Registry (key = DistributorBranch)
Transaction Id ‘2’
System W.O.# wrkordr_Id
Part number 1 invntryitmbyvndr_vndr_prt_nmbr
Part Removed/Installed Flag1 ‘I’
Who Pays Flag jb_ usr10 (first character only) Must be ‘M’, ‘D’ or ‘C’
Part Description 1 invntryitm_nme
Quantity 1 wrkordrinvntry_unt_actl
Sources of data within the UWO records (Type 3 Charges Records for Labor Charges). Fields not listed are left empty
Distributor # Sampro Registry (key = DistributorNo)
Distributor Branch # Sampro Registry (key = DistributorBranch)
Transaction Id ‘3’
System W.O.# wrkordr_Id
Category Field lbrrte_unt_msre (first character only) Must be ‘L’, ‘T’, ‘M’, or ‘X’
Charge Description 1 lbrrte_nme
Unit Quantity 1 wrkordrlbr_unt_bllble
Unit Rate 1 wrkordrlbr_rvne_rte
Who Pays Flag: #1 jb_ usr10 (first character only) Must be ‘M’, ‘D’ or ‘C’
Sources of data within the UWO records (Type 3 Charges Records for Other Charges). Fields not listed are left empty
Distributor # Sampro Registry (key = DistributorNo)
Distributor Branch # Sampro Registry (key = DistributorBranch)
Transaction Id ‘3’
System W.O.# wrkordr_Id
Category Field ‘M’
Charge Description 1 wrkordrothr_nme
Unit Quantity 1 wrkordrothr_unt_bllble
Unit Rate 1 wrkordrothr_rvne_rte
Who Pays Flag: #1 jb_ usr10 (first character only) Must be ‘M’, ‘D’ or ‘C’
Sources of data within the UWO records (Type 4 Close Records). Fields not listed are left empty
Distributor # Sampro Registry (key = DistributorNo)
Distributor Branch # Sampro Registry (key = DistributorBranch)
Transaction Id ‘4’
System W.O.# wrkordr_Id
Service Begin Date dte_erlst_strt
Service Begin Time tme_erlst_strt
Service Completion Date dte_mst_cmplte
Service Completion Time tme_mst_cmplte
Tech Failure Code wrkcde_id
Tech Resolution Code rsltncde_id
Service Performed Text wrkordr wrk_prfrmd
Recall? ‘Y’ if wrkordr_type is 'Call Back'; otherwise ‘N’
ReWrite? ‘Y’ if wrkordr_orgnl_wo_id is not empty; otherwise ‘N’
Approval Name Taken from the Work Order’s PO Id (see below)
Approval Name Logic
If the Work Order’s PO Id begins with “AUTH”, the Approval Name is taken from the PO Id with the first 6 characters removed. Note that it is assumed (but not verified) that the “AUTH” prefix will be immediately followed by a “#” and a space.
If the Work Order’s PO Id does not begin with “AUTH”, the Approval name will be blank.
Inventory, Labor, and Other Record Exclusions
The lines’ Job Cost Category will be examined to determine whether or not to include the line on the invoice.
The line will be excluded from the invoice if the first character of the jbcstctgry_usr2 field is set to “Y”.
Inventory Item Exclusions
Inventory Items will be excluded from the invoice if the first character of the item’s invntryitm_usr2 field is set to “Y”.
Computed UWO Field Sources:
Distributor #: Sampro Registry
Distributor Branch #: Sampro Registry
Private Flag: A Work Order will not be reported to Taylor if its priority is 7
W.O. Type: wrkordr_usr1 (First Character Only)
Phase Type: clntsteeqpmnt_usr19 (First Character Only)
Cooling Type: clntsteeqpmn_usr20 (First Character Only)
Taylor Technician #: Sampro Technician Id
Who Pays Flag: jb_usr10 (First Character Only)
Category Field (Labor): lbrrte_unt_msre (First Character Only)
Category Field (Other): “M”
Ground Check (Y/N): “Y”
Approval Name: Taken from the Work Order’s PO Id (see below)
Approval Name Logic:
If the Work Order’s PO Id begins with “AUTH”, the Approval Name is taken from the PO Id with the first 6 characters removed. Note that it is assumed (but not verified) that the “AUTH” prefix will be immediately followed by a “#” and a space.
If the Work Order’s PO Id does not begin with “AUTH”, the Approval name will be blank.
Inventory, Labor, and Other Record Exclusions:
The lines’ Job Cost Category will be examined to determine whether or not to include the line on the invoice.
The line will be excluded from the invoice if the first character of the jbcstctgry_usr2 field is set to “Y”.
Inventory Item Exclusions:
Inventory Items will be excluded from the invoice if the first character of the item’s invntryitm_usr2 field is set to “Y”.
The name of the Transmissions Table is “TylrUwoTrnsmssns”. This table is automatically created when Sampro identifies that it is needed. There is currently no Sampro Viewer for this table.
The columns in this table are:
tylruwotrnsmssns_rn numeric(10,0) NOT NULL UNIQUE,
tylruwotrnsmssns_id char(10) NOT NULL UNIQUE,
wrkordr_rn numeric(10,0) NOT NULL,
tylruwotrnsmssns_invce_nmbr char(10) NOT NULL,
tylruwotrnsmssns_dte_snt char(10) NOT NULL
Fields in the UWO file are computed based on certain ‘conventions’ employed by the installer when setting up the Sampro Database. While the base package has one set of conventions, Kappus has its own set. To account for this, UWO generation can run in ‘regular’ or ‘Kappus’ mode. This is controlled by entries in the Sampro Registry as described below.
In the base package, this function now the Work Code Id to report as the fail code and the Resolution Code Id to report as the resolution code.