Authorizing Component Work Order

This page allows you to authorize a component work order.

Select the “Authorize Component Work Order” link under the “Component Work Order” business component.

The “Authorize Component Work Order” page appears.

The system displays the following field:

Date Format

The format in which the date field is displayed. This format is displayed from the "User Preferences" business component based on the login user id. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

Enter the following fields in the “Search Criteria” group box to search for a component work order. Data entry in the following fields is optional:

Display Option	Use the drop-down list box to specify the component work order details to be retrieved for authorization or cancellation. The system lists the following options:
	CWO – Select this option to retrieve the details of component work order for authorization.
	CWO – Task – Select this option to retrieve the details of tasks associated to component work order for authorization.
Job Type	Use the drop-down list box to select the job type of the component work order. The system displays the following options: “Component”, “Receipt Inspection”, “Facility”, “Piece Part”, “Make”, “Project” and “Miscellaneous”.”.The system retrieves details of component work orders that belong to the selected job type. This field is set to “Component” by default.

CWO Priority	Use the drop-down list box to indicate the priority of the component work order you want to modify. The drop-down list displays all priorities defined in the Common Masters component, having both Active and Inactive status.
Comp. Work Order #	The number of the component work order to be authorized (Alphanumeric, 18). You can enter the CWO number in full or specify it partially using the “*” character. The system retrieves all CWO numbers that are similar to the number entered here.
Maintenance Type	Use the drop-down list box to select the maintenance type of the component work order to be modified. The system lists the options “Inspection”, “Repair”, “Overhaul” and “Others”. Apart from this the system also retrieves the predefined maintenance types. The system retrieves component work orders of the type specified here. Leave this field blank to retrieve the CWOs irrespective of their maintenance type.
Part #	The part number to which the component belongs (Alphanumeric, 40). You can enter the part number in full or specify it partially using the “*” character. The system retrieves all CWO numbers containing part numbers similar to the value entered here.
Component #	The number identifying the component against which the CWO is raised (Alphanumeric, 90). You can enter the component number in full or specify it partially using the “*” character. The system retrieves all CWO numbers raised against component numbers similar to the value entered here.
CWO Category	Use the drop-down list box to select the category to which the component work order belongs. The system lists all the 'active' CWO categories defined in the “Create Quick Codes” activity. The system leaves the field blank by default.
Make/Piece Part #	The number identifying the make part or piece part for which the component work order has been raised (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system retrieves all component work orders raised for the part number entered here.
Work Center #	Use the drop-down list box to select the work center that is responsible for the execution of tasks associated to the component work order. The system lists all the 'active' work centers in the alphabetical order, defined in the “Create Work Center” activity of the “Work Center” business component and for which the login user has access rights. The system sets the field to blank by default.
Work Scope #	The number identifying the work scope against which the component work order has been created (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system retrieves details of all component work orders created against the work scope number entered here.
Transient Status	Use the drop-down list box to select the transient status of the component work order. The system displays the option “Hold”. If you do not wish to specify the transient status, leave the field blank.
User Status	Use the drop-down list box to select the user-defined status for the component work order. The system lists all the 'active' user statuses defined in the “Create Quick Codes” activity. The system leaves the field blank by default.
	Leave this field blank to retrieve CWOs irrespective of their user-status.
Planned Date: From	The date on which the component work order is planned to be started (Date Format). The system lists all the CWOs that have planned start dates on or after the date entered in this field.
Planned Date: To	The date on which the component work order is planned to be completed (Date Format). The system lists all the CWOs that have planned end dates on or before the date entered in this field.
Customer #	The number identifying the customer (Alphanumeric, 18). Enter the number in full or specify it partially using the “*” character. The system lists all the CWOs that have customer number similar to the number entered here.
Customer Name	The name of the customer (Alphanumeric, 40). Enter the name in full or specify it partially using the “*” character. The system lists all the CWOs that have the customer name similar to the name entered here.

Note: Ensure that the planned start date is not later than the planned end date.

The system retrieves only those component work orders, which are in “Fresh” status. The system retrieves the details according to the option selected in the “Display Option” field. Also only the work orders that are assigned to the login user for authorization in the “Work Flow Management” business component are retrieved.

If the above fields are left blank, the system lists all the component work orders created in the login organizational unit.

Click the “Search” pushbutton to display the search results.

Note: The system retrieves the details of all the CWOs with job type “Component”, whose owning agency number is same as the customer number and owning agency name is same as the customer name entered in the search criteria.

Note: The system retrieves all the CWO transactions that are workflow enabled for the login user.

The system displays the following fields in the “Search Results” multiline based on the filter criteria entered:

Comp. Work Order #	The component work order number defined in the system.
Task #	The task associated to the component work order. This field appears blank if you have set the "Display Option" field to "CWO".
Total Cost	The total estimated cost that will be incurred on the component work order. If you have retrieved CWO-tasks, this field will contain the total cost that will be incurred on the CWO-task.
Part #	The part number to which the component belongs.
Serial #	The serial number of the component against which the CWO is raised.
Work Center #	The work center that will carry out the execution of tasks associated to the component work order. This field appears blank if you have set the "Display Option" field to "CWO".
Transient Status	The transient status of the component work order.
Start Date	The date on which the component work order execution will be started.
Planned End Date & Time	The date on which the component work order execution will be completed.
Est. Man. Hrs	The total man-hours estimated to complete component work order execution.
Est. Elapsed Time	The estimated elapsed time for component work order execution.
Time Unit	The unit of measurement for the time allotted to the task, which can be “Hours” or “Days”.
Currency	The currency in which the cost incurred on the component work order is specified. If you have retrieved CWO-tasks, this field will contain the currency in which the cost incurred on the task is specified.
Resource Cost	The cost incurred on the resources engaged in the component work order. If you have retrieved CWO-tasks, this field will contain the cost of resources incurred on the CWO-task.
Material Cost	The cost incurred on the material used in the component work order. If you have retrieved CWO-tasks, this field will contain the cost of material incurred on the CWO-task.
Task Description	The textual description of the task in the component work order.
CWO Description	The textual description of the component work order.
CWO Priority	Indicates the priority of the component work order.
Part Description	The textual description of the part.
Customer #	The number identifying the customer.
Customer Name	The name of the customer.

Check the box in the “Select” column of the multiline to select the component work order or CWO – task.
Enter the following details in the “Work Order Options” group box:

Authorization	Use the drop-down list box and select the option “Customer Authorization Required”, if the authorization of the CWO is required. Else, select the option “Not Required”.The system leaves the field blank by default.
Authorization Comments	Any additional comments pertaining to the CWO authorization (Alphanumeric, 255).

Release CWO

Click the “Release” pushbutton to release the selected component work order or CWO task.

Note: This action is workflow-enabled. Notification messages can be sent as per the settings you have defined in the "Workflow Management" business component.

You can release only the component work orders or CWO – tasks in “Hold” transient status.

Hold CWO

Click the “Hold” pushbutton to hold the selected component work order or CWO task.

Note: This action is workflow-enabled. Notification messages can be sent as per the settings you have defined in the "Workflow Management" business component.

The system sets the transient status of the component work order as “Hold”.

Return CWO

Click the “Return” pushbutton to return the selected component work order or CWO task.

Note: This action is workflow-enabled. Notification messages can be sent and you can configure further processing of this document in the "Workflow Management" business component.

The system sets the status of the component work order as “Returned”, even if one task under the component work order is specified as “Returned”.

Before returning, ensure that the component work order is not in the transient status “Hold”.

Authorize CWO

Click the “Authorize CWO” pushbutton to authorize the selected component work order or CWO task.

Note: This action is workflow-enabled. Notification messages can be sent and you can configure further processing of this document in the "Workflow Management" business component.

Note: The system throws an error message if multiple CWOs are selected and if atleast one CWO has a customer order reference with “Approval of Additional Work Scope” field set to either “Required” or “Not Required” and “Authorization” drop-down list box set to either “Customer Authorization Required” or “Not Required”.

Before authorization, ensure that the CWO or CWO – Task in “Fresh” status. Also ensure that the login user has rights to approve the component work order.

The system performs the following on clicking “Authorize CWO” pushbutton:

The system sets the status of the selected component work order to “Authorized”, if the CWO does not have any customer order reference and if the “Approval of Additional Work Scopes is set as “Not Required” in the reference customer order. If “Process All” check box is checked, the system sets the status of all the component work orders listed in the multiline to “Authorized”.

Note: The system updates the authorization status of the CWO as “Pending Customer Authorization”, if the CWO has customer order reference and if the “Approval of Additional Work Scope” is set as “Required” or “As Required” in the reference customer order.

On authorization of the CWO, all the tasks associated to it attain the “Authorized” status”. When all the tasks are authorized, the status of the CWO is changed to “Authorized”.
The system posts a planned entry for dispositionable parts in “Stock Planning” business component if the authorization of component work order is set as “Mandatory” in the “Set Options” activity.
Updates the committed amount of the Estimated Total Cost of the work order in the “Asset Planning” business component, against the CAPEX Proposal number defined for the work order with expense type “Capital” and status “Authorized” or “Pending Customer Authorization”.
Ensures that the total estimated cost of the CWO is lesser than the available amount for disbursal against the CAPEX Proposal number, if the current business component interacts with the “Asset Planning” business component and if the CWO has reference to the CAPEX Proposal number.

To proceed, carry out the following

Select the “Edit CWO” link at the bottom of the page to edit the component work order details.