Recording commercial / financial information

This allows you to capture commercial information such as expense details and warranty details.

Enter the following details in the “Costing Details” group box:

Expense Type

Use the drop-down list box to specify the expense type of the work order. The system lists the following values:

Revenue – Select this option to indicate that the expense type of the work order is “Revenue”.
Capital – Select this option to indicate that the expense type of the work order is “Capital”.

The Expense Type must be set as “Revenue” for external shop work orders. The Expense Type can be either “Capital or “Revenue” for internal shop work orders.

The system displays “Revenue”, by default.

CAPEX #

The capital expense proposal number applicable to the work order. The capital expense proposal number entered must be valid as defined in the “Asset Proposal” business component. This field must be entered, only if the ‘Expense Type’ is set as “Capital”.

Help facility available.

Enter the following details in the “Costing Details” group box:

Warranty Reco.?

Use the drop-down list box to specify whether warranty is recommended for the part. The system lists the options “Yes” and “No”.

You must select the values “Yes” or “No” in this field based on the Warranty Resolution for the work order, as shown below:

If Warranty Resolution for the work order is set as “Accepted”, ‘Warranty Reco.?’ must be selected as “Yes” for operational tasks.
If Warranty Resolution for the work order is set as “Rejected”, ‘Warranty Reco.?’ must be selected as “No” for operational tasks.
If Warranty Resolution for the work order is set as “Partial”, ‘Warranty Reco.?’ must be selected as “Yes” for at least one operational task in the work order.

If Warranty Resolution for the work order is set as “Partial”, and if ‘Warranty Reco.?’ is selected as “Yes” for a task at part / resource estimation level, you cannot modify the ‘Warranty Reco.?’ as "No" provided at least one operational task has 'Warranty Reco.?' as "Yes".

By default, the system displays “No”.

Est. Remarks

Any additional remarks related to the work order estimation.

Click the “Edit Commercial / Financial Information” pushbutton to record the commercial / financial details of the task.

The system performs the following on clicking the pushbutton above:

Ensures that Component # / Facility Object # for which the Shop Work Order is created, has Asset ID & Asset Tag mapped to it in the “Maintenance Asset Tracker” business component, if following conditions are met.

If ‘Expense Type’ is set as “Capital”.
If “Enforce Object to Asset Mapping For” is set as “Component” / “Facility” in the “Set Options” activity of the “Account Group” business component, and if the ‘Job Type’ of the Shop Work Order is “Component” / “Facility”.

Ensures that the Asset Class to which the Asset No and Asset Tag are mapped for the Component is same as the Asset Class of the Capex Proposal # specified in the Shop Work Order of Job Type “Component”. This is possible only if following conditions are satisfied:

If the current business component interacts with the “Asset Planning” business component.
If ‘Expense Type” is set as "Capital".
“Asset Capitalization” and “Maintenance Asset Tracker” business components are deployed in the Login OU.
If “Enforce Object to Asset Mapping For” is set as “Component” in the “Set Options” activity of the “Account Group” business component.

To proceed carry out the following:

Select the “Task Details” tab to capture the task details.
Select the “Discrepancy Details” tab to record the discrepancy details of the task.
Select the “Execution Information” tab to record the execution details of the task.
Select the “Reference Information” tab to view the reference details of the task.