Work Order Express

Print unit mark up cost? 0=none; 1=on inventory issue; 2=on part transfer; 3=on both inventory issue and part transfer.

This flag allows the user to print unit mark up on part issue ticket when the inventory is issued (1), when the part is transferred (2), when the inventory is issued or the part is transferred (3). The default is "0".

1) If module flag is set to "Y" then M5 will always generate a NEW PO.

2) If the module flag is set to "N" then the user MUST provide a PO #.

3) If the module flag is set to "R" then M5 will use auto-generated PO on Part Purchase Order and Service Order frame, but prevent auto-generation of PO’s on work order main, commercial work order entry, part issue and work order express.

If "1", then issued inventory will come from the inventory location associated with the job location on the work order which is the way M5 works by default. If "0", then issued inventory will come from the log in user frame location for the Part Issue frame.

Part Request inventory locations are set on the part request frame only and when 1, the inventory location will be the Job location, when 0, the work order location. The location value set when the part request is created is the inventory location used for Part Request Issue, regardless of this flag setting.

Use this flag to indicate who may enter labor. If you are a timekeeper, you can enter labor for anyone at any time. You can always enter labor for yourself.

 "0" means there are no restrictions. Anyone can enter labor for any employee.

 "1" means if you are a supervisor, you can enter labor for employees that you supervise.

 "2" means if you are a supervisor, you can enter labor for any employee.

 "3" means if you are a supervisor, you can enter labor for any employee whose home location you can log into. You need not be their supervisor.

In order to use this system flag properly, every application user needs to have his/her corresponding employee no.

When the user inputs a bin number in a part number field and if that number is not a part or xref number, it will show in the field the actual part number in that bin and location.

If there are more than one part number in the bin, then present a list of parts the user can choose from.

The following screens will have this functionality:

Part Issue; Part Return; Purchase Order; Part Reserve; Part Inventory Location; Part Journal

Core Track Query; Part Transfer;  Part Charge WO

Available options are: 0, 1, 2, and 3.

Option 0:Time is recorded on WO, WOE, and Labor Timecard by # of hours.

On WO and WOE, Labor records for the same employee on the same work order default to the shift start time, then the previous record's end time for subsequent entries. However, the default start time values can be manually overridden. Labor Time Card defaults to the employee's shift start time for the first labor record of a shift and then defaults to the previous record's end time on all subsequent records. However, the default start time values can be manually overridden.

Former flag setting of "N"

Option 1: Users enter time by date/time; Labor Timecard defaults the employee's shift start time and defaults the previous end time from the line above when entering 2 or more lines, however labor entry on Work Order Main/Express allows users to enter a date/time value but does not create any default value. Former flag setting of "Y"

Option 2: Labor Timecard frame’s functionality will remain the same as if set to Option 0 (enter # of hours).WO and WOE labor control functionality will expand to include labor entry start at the end of a previous entry across multiple work order/indirect account labor entries for a particular employee/date/shift. A data validation rule will be added to WO and WOE to prevent a single employee from logging overlapping time entries, i.e., a given employee could not work on 2 or more jobs at the same time. An informative error message will inform the user of the invalid entry and provide instruction on how to correct it (Fix the data on Labor Timecard, as an example).

Option 3: Labor Timecard frame's functionality will remain primarily the same as if set to Option 1 (enter Time In and Time Out values). WO and WOE labor control functionality will be modified to behave in the same manner as Labor Timecard in that the default start time will be either the employee's shift start (if it is the first labor entry for that employee on that day) or will default to the last labor entry recorded for that employee on that date. Effectively, labor records on that date/shift will default to start at the end time of that employee's previous entry; this behavior will apply across multiple work order/indirect account labor entries for a particular employee/date/shift. A data validation rule will be added to WO and WOE to prevent a single employee from logging overlapping time entries, i.e., a given employee could not work on 2 or more jobs at the same time. An informative error message will inform the user of the invalid entry and provide instruction on how to correct (WO Number that is overlapping and/or Labor Timecard entry data that overlaps).

When this flag is set to 2 or 3, this flag's functionality will override 5080's for labor entries only such that the value populated on the Work Order Main labor tab's Date/Time In field is the latest labor entry’s Date/Time Out value for the current date (if other labor entries exist) or will default to the shift start time for the employee whose labor is being entered for that day. If there are no previous labor entries for the current date and the start time for the current date does not exist (shift is set for the employee to be OFF on the day in question), then the current date/time will be populated.

If this flag is set to Yes, then the Estimated Cost On Job field will be displayed on the work order.

Will be required to be set to Y in order to set 5499 to Y.

Setting this flag to "Y" will display the Direct Account Number field on the Work Order Jobs control.

This flag has no effect on the ability to add jobs with a job reason set to require a Direct Account Number when entering the job from Labor Wedge using the Add Jobs to Work order frame.

Setting this flag to "Y" will prevent closing a Work Order which carries a job with a job reason requiring a Direct Account Number if the Direct Account Number has not been entered.

Note: If you choose to hide the Direct Account Number field on a screen designed Work Order Jobs control's setup, M5 will still require the Direct Account to be entered to save the record when adding it to a Work Order on your frame. Effectively, users won't be able to add a job with the job reason set to require the Account number from this type of frame setup.

This flag will control whether a bin number on Unit Main is required/validated:  

 N - Bin Number is not required/validated; will allow the Bin Number to be free form up to 30 characters;  Y - Bin Number is not required but will be validated against a part bin and is limited to 6 characters if entered; R - Bin Number is required but will not be validated; V - Bin Number is required/validated.

When a unit's billing code gives the option to bill an estimate with "Bill Estimate If Job Set To Do So", this flag determines whether to default "Bill Fixed" (BILL_FIX_FL) to yes or no for each job (or work request). A job's "Bill Fixed" (BILL_FIX_FL) setting is brought down from its work request, if there was one.

When a unit's billing code gives the option to bill an estimate (unless the estimate is zero) with "Bill Estimate If Job Set To Do So Unless Zero", this flag determines whether to default "Bill Fixed" (BILL_FIX_FL) to yes or no for each job (or work request).

A job's "Bill Fixed" (BILL_FIX_FL) setting is brought down from its work request, if there was one.

If this flag is Y, only email addresses created in the EMAIL ADDRESS MAINTENANCE frame OR an Email Group can be used. Otherwise, any email address can be entered within the application, but Email Groups will not function.

NOTE: When this flag and 5410 = Y, if the entered value is an email address (without the domain) AND corresponds to an email group, we will use the Email GROUP, not the singular email address.

WARNING: If you are using LDAP authentication setting this flag to Y will prevent you from logging on to the system if your email address has not been entered into the EMAIL ADDRESS MAINTENANCE frame.

0 - Dates are not audited (system default); 1 - Audit Due Date only; 2 - Audit Contact Dates only (Notify and Pick-up); 3 - Audit WO Due Date and Contact Dates.

Enter number of days back from the approval date of the work order project code to display on list of values.

Default value will be set to N. If set to Y, then pricing will first look to see if the customer has a customer contract that applies, if not, look to see if a global contract applies secondary, if not it would then fall through and use standard M5 pricing logic. If set to N, M5 pricing will use standard M5 pricing logic only.

Default value will be set to N. If the system flag is set to Y, a checkbox will be added to each part charge row on Work Order Main where authorized users can approve Part Charges.

Please note, users with the APPROVE PART REQUEST privilege will be able to set the check box/approve parts lines.

Enter a default vendor code for approved part requests. If a vendor code is entered, all approved part requests will default system flag value vendor code within the vendor column on the Part Request Handling screen.

Default value will be set to N. Setting this flag to Y, users will get a warning the part being issued is under warranty when issuing from Part Issue and Work Order Main Part tab.

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.

The default will be 1 to preserve the existing functionality. The Job Quantity field will be present and editable on the Booking, Work Request and Work Order, but have no enhanced functionality. The standard functionality of Job Quantity is that when it is amended on Work Request Main, it recalculates part quantities proportionately; and when 'Recalculate Estimates' is selected, it will recalculate the parts costs (if part costs are calculated.)

When system flag is set to 2: The Job Quantity will be present on the Booking, Work Request and Work Order Main. When it is updated on Booking Appointments or Work Request Main, it will automatically recalculate the Labour Time and Shop Time by an amount proportionate to the Job Quantity change. When it is updated on Work Order Main, it will automatically recalculate the Labour Time only by an amount proportionate to the Job Quantity change. Additionally, on the Booking, Job costs will be recalculated if the Job is Contract Job. The existing functionality on Work Request Main (described above) will also still apply. Note: The Job Quantity on Work Order Main, in the Change Job Visit Reason popup, is always read-only.

When system flag is set to 3: All of the changes from option #2 will occur, and additionally the System/Assembly Code frame will have a new validated column where jobs are granted the ability to allow changes to Job Quantity on a row by row basis. The default setting for each row will be N; the setting will only need to be changed for jobs which do allow a Job Quantity of greater than 1. When the setting for a System/Assembly is N, a user will not be able to amend the Job Quantity for that job on any screen.

This flag work in conjunction with System Flag 5480. If a vendor labor rate is not set on the vendor record this value will be used to populate the Work Order Main Commercial tab and the Commercial Work Order frame. This flag will be reference for any vendor record which does not have a value populated in the new Default Labor Rate field. It should be numeric with a positive value and up to 2 decimal places. The default value should "0" (zero).

Default value is N to preserve the current functionality.

When set to Y job notes for work orders will be a required to set a job status to DON. This applies to the Work Order Main, Work Order Express, and Labor Wedge frames for Work Orders in Open Status only.

(Jobs added to completed/closed work orders, by definition, default to DON status. Users are not "setting" the status, thus this functionality does not apply/notes are not required.)

Note: auto-generated job notes do not qualify when the flag is set to Y. Any system-generated notes are not considered to be valid job notes for this functionality.

When set to N job note functionality will work as previously designed (job notes are not required to set a job status to DON).

If set to Y, the Estimate Cost field on the Job tab for a previously-saved job must have a value > 0 for users to be able to enter Commercial charges for that job.

Will require flag 5023 to be set to Y to set this flag to Y.

If set to Y, the defect information will be shown on both the Work Request List modal window and the Job Tab on Work Order Main. If set to N, those fields will be hidden. The default is Y.

The default is N to preserve the current functionality. When set to Y, and when the application user is assigned to vendor(s) on Application User Maintenance Vendor List iframe, he/she will be restricted to only see work from that vendor(s) on the Commercial Work Order screen.

When this flag is set to Y, users can access Part Request Notes for a Job through the Job Control of Work Order Main.

When set to N, the notes icon on the Job lines of WO Main, WO Express, and/or Commercial Work Order job lines and the Add Job Notes link via Labor Wedge will be used to show all job notes AND 3C notes associated to that job on a new frame, which will also include the new ‘Print’ functionality. The Warranty Notes icon and frame will still be available, as before, which should be used if users wish to cancel the Warranty.

Allows the user to add commercial charges in work order main.

Allows the user to add labor charges to a work order from work order main.

Authority to run immediate Crystal Reports

If the user does not have the WO COMM privilege, then they are not allowed to change any commercial charges on Work Order Main.

Gives user the ability to create a Department Requisition on the fly.

Authority to update work order parts information.

Allows user to adjust the job reason on a closed work order provided they also have the ADJUST CLOSED WO privilege.