The Standard Job Tech Spec frame allows you to configure the technical requirements for performing a repetitive or non-repetitive standard job. Technical Specifications (Tech Specs) group mechanically identical units. For example, all 2015 Ford Pickups with the same engines, transmissions, brake systems, number of doors, etc.
You can configure the estimated times, parts needed, test suites, and attachments that are necessary for successful completion of the standard job.
The MCC and Tech Spec play an important role in defining standard job parameters for a unit. The Standard Job MCC determines WHEN a scheduled job should be done/completed and the Tech Spec determines what should be done when the standard job is performed.
Detail Tab
Can this Job Span Shifts? - This option pertains to the Shop Planning Module and determines whether you can schedule a job that starts during one shift and then carries over into the next shift.
Add this Job to All Work Orders - If you want to add a job, such as a car wash/cleaning, to every work order opened for units in this tech spec, check this box.
Ask to Change Associations when Completing Jobs - If the job involves replacing components and an association exists, M5 will prompt to change associations during the work order process.
Ask to Change Base Units when Completing Jobs - If replacing base units during the job and the association exists, M5 will prompt to change base units during the work order process.
To be Sent to Vendor - A notification that follows through to the work request and work order, does not matter if the job is forecasted or manually added.
Add this Job to all WO Express Orders - If you want to add a job, such as a car wash/cleaning, to every work order opened via Work Order Express for units in this tech spec, check this box.
Fixed Price - If you select this check box, the standard job tech spec will be considered a fixed price. Once a work request is created by that standard job tech spec that fixed price will be cascaded down to the work request level. After the work request has been added to the work order, at the job line, the job will be denoted as Bill Fixed.
Notes Section:
Notes - Standard Job notes, you can assign a Note ID to the note so you can easily copy the note from one Tech Spec Standard Job to another, see Standard Job Tech Spec Duplicator.
Warranty Notes - If applicable you can enter the Complaint, Cause, and Correction warranty notes. See System Flags 2066 and 2067 in the System Flags section below for more details.
Parts
If the standard job requires parts to perform the service, you can add them here. These parts can post to the work order as pending parts depending on the setting of System Flag 5109. If you are using part exceptions, part charges will be listed as an exception if the parts and their respective quantities issued do not match what is listed. This will occur when the job is marked DON and the work order is completed.
Part Number - Enter a valid part number from the Part Main Catalog or double click in the field to select one from the list of values (LOV).
Description - This value will populate automatically based on the part value in the Part Number field.
Qty - Enter the amount or quantity for the part.
Required - check this box to require that the specified quantity must be issued on the work order before this job can be marked 'DON'. See also System Flag 5109.
Test Suites
The Test Suites tab list all available Test Suites from the Test Suite Maintenance frame. Check the 'Selected' box to include the Test Suite on work orders. See System Flag 5375 to exclude sub job test suites.
NOTE: Test Suites are not intended for use with Direct Invoice Entries. The screen will not function properly and you will receive an error if a unit belongs to a tech spec that has a standard job automatically added to every work order via the Details tab.
Dependent Jobs
Sub jobs are defined on the Dependent Jobs tab of the Standard Job Tech Spec frame. Users have the option to add a Job Reason for dependent jobs that will override the parent standard job’s default job reason if one has been set at the standard job level.
When using sub jobs in the Work Order process, M5 will assign the job reason for a sub job if it is defined on the Dependent Jobs tab for the associated Standard Job Tech Spec record. If there is no reason defined on the sub jobs, existing functionality is preserved and M5 will assign the same job reason as the parent job.
Seq. - Indicates the order in which the dependent jobs should be performed. M5 automatically creates the sequence number.
Job - Enter the subjobs to be completed when selecting the standard job.
Location - Location at which to perform the job.
Job Reason - Job Reason for the dependent job, see above for more details.
Estimates
If creating an "expanding" job, you will not be able to enter estimates as the expanded job will have the sum total of the dependent job estimates.
Setting (flags):
Labor Estimates are Always Entered as Hours - Labor estimate determined by the book time multiplied by the regular labor rate (not OT) according to the markup scheme assigned to the resource types.
Part Costs Based on Entered Lists - Dependent on setting of System Flag 5232. The part estimate is determined by the cost of the listed parts at the inventory location. If the inventory location does not have a cost for the part, the part master standard price will be used. The “Part cost” field will not be enterable. If not clicked, the “Part cost” field can be entered and changed.
Details Costs Entered, Estimate is Calculated - If checked, the estimated total will be derived as a sum of the detailed estimates. The “Estimated cost” field will not be enterable. If not checked, the “Estimated cost” field can be entered and changed.
Allow Changes on Work Request and Job - If checked, work request and job estimates derived from the standard job definition will be changeable, including the time values.
Hours/Cost:
Labor Time - Dependent on flag 5230 as to whether or not you can enter labor time and/or Labor Cost. Enter the labor hours needed to perform the job. These hours will be shown on the work request or work order in the estimated hours field.
Shop Time - Amount of time the job usually takes from the shop’s resources: mechanic time, towing, getting parts, etc. For Shop Planning, the next job begins after the end of the shop time, not the plan time.
Book Time - Flat rate time.
Industry Standard Time - Enter the industry standard hours it takes to complete the job, if required.
Book Time Minimum % - Minimum percentage for the Book Time.
Labor Cost - Enterable only if "Labor Estimates are Always Entered as Hours," flag is not checked.
Part Cost - Only enterable if "Part Costs Based on Entered List," is not selected.
Commercial Cost - Estimated commercial cost for the job.
Estimated Cost - The estimated cost to perform the job. Only enterable if the "Details Costs Entered, Estimate is Calculated," is not checked.
Book Time Maximum % - Maximum percentage for the Book Time.
These links will only display if system flag 5466 is set to Y. See the system flags section below for more details on flags 5466 and 5467 which impact this functionality.
Age modifier hyperlinks will launch a popup screen with an editable table. Within this table users can add an infinite number of rows which modify the Hours as a direct amount or as a percentage increase, based on the age of the unit. The age of the Unit will be calculated using the Acquisition Date on Unit Main and the Due Date of the Work Request.
Then, when a standard job is created by any means which would normally apply the default hours, it will apply these values instead of the original. The calculation will apply at the point of initial save. Once a Work Request is created, any values may be changed and there will be no recalculations. When a Work Request is being created, it is important that the Due Date is correct before it is saved, in order for the correct age band to apply to the Hours.
Dependent Jobs and Estimates
System Flags
2059 - System Wide Part Price Variance on Receipt/Adjustment - Value entered here will be the system wide percentage variance on part receipt/adjustment.
2066 - Require Complaint Notes on New Warranty Jobs? (Y/N) - "Complaint" type warranty notes must be entered. Work Order Main verifies note entry when the user tries to complete a work order and the job is marked as a warranty job.
2067 - Require Cause and Correction Notes when Completing Warranty Jobs? (Y/N) - Both "cause" and "correction" type warranty notes must be entered. Work Order Main verifies note entry when the user tries to complete a work order where the job is marked as a warranty job.
5109 - Copy the parts list to pending parts table? (Y/N) - If this flag is set to Y, the parts lists from the standard job or work request will be copied to the pending parts table.
5232 - Estimates: Entered Detailed Costs or only Total? (1-4) - Estimates: Base part costs on list, or entered value? This flag has four settings:
1: Details are always entered;
2: Details or total may be entered, default details;
3: Details or total may be entered, default total;
4: Total is always entered.
5241 - Book Time Minimum Variance % - User Defined system wide percent that establishes the minimum book time variance value. The default value is 0.
5242 - Book Time Maximum Variance % - User Defined system wide percent that establishes the maximum book time variance value. The default value is 0.
5243 - Check Job Exception? (Y/N) - If is set to Yes, when work order jobs are marked DON, for only standard jobs on the work order when the user clicks on the save icon, M5 will check the exceptions for labor charge and parts charge.
5375 - Exclude sub job test suites? (Y/N) - When the flag is set to Y, if users add the parent job ONLY, the Test Suites displayed will be only those set up for the specific job added to the work order.
When the flag is set to N, if users add the parent job ONLY, the Test Suites displayed will be those set up for the Parent Job AND all Sub-Jobs (as set up on the Standard Job MCC frame).
Regardless of this flag's setting, if a specific job is added to a work order and it has test suites set up specifically for them, their test suites will be required to be completed, regardless of duplication or parent/sub-job designations.
Example:
Parent Job: 01-01-001, with test suites TEST1, TEST2, TEST3.
Sub-Job: 02-01-001, with test suites TEST2, TEST3, TEST4.
Sub-Job: 03-01-001, with test suites TEST4, TEST5, TEST6.
When set to Y and adding job 01-01-001 ONLY to the work order, users will see test suites TEST1, TEST2, TEST3.
When set to N and adding job 01-01-001 ONLY to the work order, users will see test suites TEST1, TEST2, TEST3, TEST4, TEST5, TEST6.
When set to Y and adding job 01-01-001, 02-01-001, and 03-01-001 to the work order, users will see test suites associated to each job:
1. 01-01-001 associated with test suites TEST1, TEST2, TEST3.
2. 02-01-001 associated with test suites TEST2, TEST3, TEST4.
3. 03-01-001 associated with test suites TEST4, TEST5, TEST6.
When set to N and adding job 01-01-001, 02-01-001, and 03-01-001 to the work order, users will see test suites associated to each job AND all test suites associated to the sub-jobs but attributed to the parent job:
1. 01-01-001 associated with test suites TEST1, TEST2, TEST3, TEST4, TEST5, TEST6.
2. 02-01-001 associated with test suites TEST2, TEST3, TEST4.
3. 03-01-001 associated with test suites TEST4, TEST5, TEST6.
5466 - Add Additional Fields for the age of the vehicle on standard job tech spec? (1/2/3) - 1 - No changes at all. This is the default value to preserve the current functionality. 2 - The new fields are visible and editable, but do not have any system impact. 3 - The new fields are visible, editable and alter the way in which Standard Jobs are created.
5467 - Shop Tine is calculated from Labor Time Plus Contingency Time? (Y/N) - The Shop Time may be left blank on Standard Job Tech Spec, when this flag is set to Y, and when a Standard Job is generated, the Shop Time will be calculated at the point of creation from the Labor Time plus the Contingency Time, taking into consideration any modifiers to the Labor Time and Contingency Time.
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.