Work Order Tracking / (CM) / (HSE) / (Tr) - Actuals tab

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Attributes

Tab / Table / Section	Attribute	Remarks
Actuals		Tab
	Parent WO	Parent of the work order shown in the Work Order field. When this field is blank, the work order in the Work Order field is a top-level work order. To assign a work order to a parent, select Assign to New Parent from the Select Action menu.
Actuals > Children of Work Order		Table with button "New Row" and "Select Work Orders" button. "Change Status" and "Mark Row for Delete" icon are available in every row.
Actuals > Children of Work Order > Child Information		Section
	Sequence	Indicates sequence in which to execute the work orders in a work order hierarchy.
	Work Order	Identifies the work order.
	Location	Identifies the work order's location. This is not necessarily the asset's location, however, if an asset is entered, its location will default here
	Asset	Identifies the asset. The Asset field is for the Maximo asset identifier, the value Maximo uses to track the asset. An asset can also have one or more aliases. Transportation (Tr) applications have an Alias field next to the Asset field. You can enter either a Maximo asset identifier or an asset alias in the Asset field. If you enter an alias, Maximo recognizes it and replaces it with the Maximo asset identifier. Maximo moves the alias to the read-only Alias field. Some applications do not have an Alias field that is paired with the Asset field. In these applications, if you enter an asset alias in the Asset field, the alias is simply replaced by the Maximo asset identifier. An alias can be associated with more than one asset. If you enter such an alias in the Asset field, Maximo displays a Select Value list of the assets that have that alias.
	Job Plan	Identifies the work order's job plan. When you assign a job plan to a work order, Maximo copies the job plan operations, material, labor, and tool information to the work order's work plan. Maximo also copies job plan data into these fields: Interruptible?, Crew, Supervisor, and WO Priority. If there is an existing association between the job plan and a safety plan when the job plan is used on the asset or location, Maximo also copies the safety plan to the work order. In addition, Maximo automatically copies a single measurement point if there is an existing association between the asset on the work order and the point name on the job plan.
	Service Group	Defines the service group for the work order, for example: IT, production, facility, or fleet.
	Service	Defines the service for the work order, for example: customer support, painting, print, telecommunications, and welding.
	Status	Status of the work order, for example, in progress, waiting on material, waiting for approval, completed, or closed.
	GL Account	General ledger account code to which work order costs are charged. The GL account consists of up to four components: cost center, activity, resource, and element, each separated by a hyphen. If the work order was generated from a PM, Maximo copies the GL account from the PM. This field is read-only if the Charge to Store? check box is selected.
	Priority	Identifies the importance of the work order, from 0-999, where 0 is the lowest priority and 999 is the highest.
	Inherit Status Changes	Specifies whether the work order's status will change when its parent work order's status changes. If the check box is selected (the default), the work order's status will change when the parent work order's status changes. If the check box is cleared, the work order's status will not change when the parent work order's status changes.
	Accepts Charges	Check box specifies whether or not the work order accepts charges. If the check box is selected (the default), the work order accepts charges. If the check box is cleared, the work order does not accept charges, and you cannot enter charges on the work order.
	Under Flow Control	Flag used to indicate a records participation in flow control. When applied to a parent, it rolls down the hierarchy to all its child records.
	Suspend Flow Control	Flag used to suspend and resume flow control on a parent record. Rolls down the hierarchy to all its child records.
	Flow Action	The action to be performed (if any) when the work order is started via process flow control
	Flow Action Assist	Suppresses the automatic firing of the action in flow control
	Launch Entry Name	Launch Entry
Actuals > Children of Work Order > Scheduling Information		Section
	Scheduled Start	Date the work order is targeted to begin. If the work order is generated from a PM, the date is supplied by the PM work order generation process.
	Scheduled Finish	Date the work order is targeted to be completed.
	Target Start	Date and time the work is scheduled to begin.
	Target Finish	Date and time the work is scheduled to be completed.
	Actual Start	Date and time the actual work begain.
	Actual Finish	Date and time the actual work was completed.
	Duration	Estimated remaining number of hours needed to complete the work.
	Time Remaining	Indicates the number of remaining hours needed to complete the work. You can modify this value until the work order is closed.
	Interruptible	Specifies whether the work order is allowed to be stopped once the work has begun and then restarted. If the check box is selected, the work can be stopped. If the check box is cleared, the work cannot be stopped and restarted.
	Predecessors	A non-persistent field to display the work orders predecessor work orders.
	Predecessors	A non-persistent field to display the work orders predecessor work orders.
	Percent complete by actual hours	Specifies the percent complete as calculated by actual hours vs. planned hours.
	Percent complete by tasks completed	Specifies the percent complete as calculated by tasks completed vs. planned.
	Physical percent complete	Specifies the user-defined percent complete as entered manually.
Actuals > Tasks for Work Order		Table with button "New Row" button. "Change Status" and "Mark Row for Delete" icon are available in every row.
Actuals > Tasks for Work Order > Task Information		Section
	Task	Identifies the task.
	Sequence	Indicates sequence in which to execute the work orders in a work order hierarchy.
	Status	Status of the work order, for example, in progress, waiting on material, waiting for approval, completed, or closed.
	Classification	When you specify a classification for an object, you can organize related parent and child objects in a hierarchical structure, similar to a file directory. You can then drill up and down through the hierarchy to view associated items. Create and manage classifications in the Classifications application.
	Class Description	Description of the classification specified for this record
	Inspection Form	The number of the inspection form.
	Inspection Result	The number of the inspection result.
	Under Flow Control	Flag used to indicate a records participation in flow control. When applied to a parent, it rolls down the hierarchy to all its child records.
	Flow Action	The action to be performed (if any) when the work order is started via process flow control
	Flow Action Assist	Suppresses the automatic firing of the action in flow control
	Launch Entry Name	Launch Entry
	Inherit Status Changes	Specifies whether the work order's status will change when its parent work order's status changes. If the check box is selected (the default), the work order's status will change when the parent work order's status changes. If the check box is cleared, the work order's status will not change when the parent work order's status changes.
	Accepts Charges	Check box specifies whether or not the work order accepts charges. If the check box is selected (the default), the work order accepts charges. If the check box is cleared, the work order does not accept charges, and you cannot enter charges on the work order.
	Owner	The person currently responsible for the work order.
	Owner Group	The group currently responsible for the work order.
Actuals > Tasks for Work Order > Work Reference and Measurement Information		Section
	Work Order	Identifies the work order.
	Location	Identifies the work order's location. This is not necessarily the asset's location, however, if an asset is entered, its location will default here
	Asset	Identifies the asset. The Asset field is for the Maximo asset identifier, the value Maximo uses to track the asset. An asset can also have one or more aliases. Transportation (Tr) applications have an Alias field next to the Asset field. You can enter either a Maximo asset identifier or an asset alias in the Asset field. If you enter an alias, Maximo recognizes it and replaces it with the Maximo asset identifier. Maximo moves the alias to the read-only Alias field. Some applications do not have an Alias field that is paired with the Asset field. In these applications, if you enter an asset alias in the Asset field, the alias is simply replaced by the Maximo asset identifier. An alias can be associated with more than one asset. If you enter such an alias in the Asset field, Maximo displays a Select Value list of the assets that have that alias.
	Service Group	Defines the service group for the work order, for example: IT, production, facility, or fleet.
	Service	Defines the service for the work order, for example: customer support, painting, print, telecommunications, and welding.
	Observation	Describes the visual inspection data for this operation. If the work order has an associated work plan, Maximo copies this information from the Plans tab. You can edit this field until the work order is closed.
	Inspector	Identifies the inspector assigned to the work order
	Measurement Point	The point number on the asset from which the measurement is taken.
	Measurement	Recorded Measurement
	Measurement Date	Date/Time when measurement was taken or when observation was taken. This field becomes read-only when you enter a measurement and save the record.
Actuals > Tasks for Work Order > Scheduling Information		Section
	Scheduled Start	Date the work order is targeted to begin. If the work order is generated from a PM, the date is supplied by the PM work order generation process.
	Scheduled Finish	Date the work order is targeted to be completed.
	Target Start	Date and time the work is scheduled to begin.
	Target Finish	Date and time the work is scheduled to be completed.
	Actual Start	Date and time the actual work begain.
	Actual Finish	Date and time the actual work was completed.
	Duration	Estimated remaining number of hours needed to complete the work.
	Time Remaining	Indicates the number of remaining hours needed to complete the work. You can modify this value until the work order is closed.
	Predecessors	A non-persistent field to display the work orders predecessor work orders.
	Predecessors	A non-persistent field to display the work orders predecessor work orders.
	Percent complete by actual hours	Specifies the percent complete as calculated by actual hours vs. planned hours.
	Percent complete by tasks completed	Specifies the percent complete as calculated by tasks completed vs. planned.
	Physical percent complete	Specifies the user-defined percent complete as entered manually.
Actuals > Labor		Tab
Actuals > Labor > Labor		Table with button "New Row", "Enter Time By Crew",  "Select Labor" and "Select Planned Labor" button. "Mark Row for Delete" icon are available in every row.
Actuals > Labor > Labor > Labor		Section
	Task	Identifies the task for which you are reporting labor.
	Labor	Identifies the person or craft performing the work.
	Approved	Specifies whether the labor transaction has been approved and a service receipt can be written. If the check box is selected, the transaction has been approved. If the check box is cleared, the transaction has not been approved. You can edit labor transactions until the work order is closed or cancelled.
Actuals > Labor > Labor > Details		Section
	Craft	Identifies the craft. This field is read-only, if the Labor/Craft field contains a craft. If you edit this field, the Rate and Premium Pay Code fields are updated automatically.
	Skill Level	Identifies the skill level of the labor.
	Crew	Identifies the crew that performed the work.
	Start Date	Date on which the reported work began.
	Start Time	Time at which work began. If you enter a Start Time and a Finish Time, Maximo calculates values for the Hours field, but will not write over a value you have already entered in the field. You can only enter a value if the work order has a status of Approve. You can modify the field until you save the record.
	Regular Hours	Number of regular hours (not overtime, holiday, weekend, etc.) worked.
	Rate	Pay rate for the labor. Maximo copies the pay rate for the labor from the labor record.
	End Date	Date on which the labor finished the work. If you have entered a Start Date, Start Time, and Finish Time, Maximo calculates a value for the Finish Date field using this formula: (start date) + (finish time - start time). The work order must be approved before you can insert a value. You can modify the field until you save the record. Maximo then updates the Line Cost field.
	End Time	Time at which the work was finished.
	Line Cost	Extended or lump sum cost of labor transaction.
	Type	The type of time being entered (work, travel, vacation, etc.). If you use WORK, TRAV, or WMATL as the type, you must enter a work order, GL account, asset, or location.
	Timer Status	Indicates whether a user created the labor transaction using the timer on the Maximo toolbar. If the field is blank, the timer was not used. If the field has a value, the timer was used to create this labor transaction.
Actuals > Labor > Labor > Outside Labor		Section
	Outside	Specifies whether the work was performed by an outside contractor or by an employee. If the check box is selected, the work was performed by a contractor. If the check box is cleared, the work was performed by an employee. Maximo selects or clears the check box based on the value in the Labor field.
	Vendor	Vendor who provided the labor.
	Contract	Identifies the contract for the outside labor for the transaction. You can select a contract based on the value in the Craft field or in the Labor field.
	Revision	Identifies the Active Revision Number of the contract for this labor transaction.
Actuals > Labor > Labor > Premium Pay		Section
	Premium Pay Code	Identifies the premium pay code for this labor transaction, for example, holiday hours, Sunday hours, greater than 40 hours per week, greater than eight hours per shift.
	Premium Pay Hours	Number of hours for which the labor will be paid the premium rate.
	Premium Pay Rate	Identifies the labor's rate for work done beyond the usual work shift, for example, the overtime rate. Maximo displays the premium pay rate in this read-only field and uses it to calculate the Line Cost.
	Premium Rate Type	Describes the type of premium rate, for example, hourly, incremental, or multiplier.
Actuals > Labor > Labor > Charge Information		Section
	GL Debit Account	General ledger account to charge for the labor transaction.
	GL Credit Account	General ledger account to which the cost of the labor is to be credited.
	Location	Identifies the location to which labor costs are charged.
	Asset	Identifies the asset to which labor costs are charged. The Asset field is for the Maximo asset identifier, the value Maximo uses to track the asset. An asset can also have one or more aliases. Transportation (Tr) applications have an Alias field next to the Asset field. You can enter either a Maximo asset identifier or an asset alias in the Asset field. If you enter an alias, Maximo recognizes it and replaces it with the Maximo asset identifier. Maximo moves the alias to the read-only Alias field. Some applications do not have an Alias field that is paired with the Asset field. In these applications, if you enter an asset alias in the Asset field, the alias is simply replaced by the Maximo asset identifier. An alias can be associated with more than one asset. If you enter such an alias in the Asset field, Maximo displays a Select Value list of the assets that have that alias.
	Memo	Describes any notes or comments about the performed work.
	Recorded as Received	The date and time the transaction was recorded in Purchasing.
Actuals > Materials		Tab
Actuals > Materials > Materials		Table with button "New Row", "Select Materials", "Select Reserved Items" and "Select Asset Spare Parts" button. "Available Labor", "Available Crew" and "Mark Row for Delete" icon are available in every row.
Actuals > Materials > Materials > Details		Section
	Task	Identifies the task for which the item or material was used.
	Item	Item that you want to issue from this storeroom or that you used on a work order.
	Line Type	Identifies the line type, for example, ITEM, TOOL, or MATERIAL.
	Storeroom	The location of the storeroom.
	Site	Site Identifier
	Quantity	Number of the item you want to issue or have issued from this storeroom.
	Unit Cost	Cost of the item on this transaction.
	Line Cost	Line cost of the transaction, calculated as Unit Cost multiplied by the Quantity of the item.
	Bin	Bin number in this storeroom from which the item is issued.
	Lot	Lot number of the item, if the item is in a lot.
	Expiration Date	Use-by date for the item being issued or transferred, if in a lot. Click the Select Date button to use the calendar control.
	Lot Type	Specifies whether the item is tracked by lot (LOT) or not (NOLOT). LOT is used for an item that is lotted, typically has an expiration date, and is able to be assigned lot numbers upon receipt. NOLOT means that the item does not need to be tracked by lots. Click the Select Value button to choose a lot type.
	Condition Code	Condition code that reflects the current physical condition of the item being issued. Click the Select Value button to choose a condition code.
	Rate Percentage	Condition Rate Percentage
	Condition Enabled	Specifies whether this item has a value or worth you want to assign and track based on its physical condition. You can apply different rates to an item as its condition changes from use, such as from new to used. If the check box is selected, you must assign at least one full value (100%) condition code for this item, and any other codes you assign must be a percentage of that. If the check box is cleared (the default), the physical condition of the item is not tracked.
	Stock Category	Indicates whether the item is a stocked item (STK), or a non-stocked item (NS). If the value is SP, then the item was identified as a special order item by the system as part of the purchasing process.
	Entered By	Maximo user name of the person initiating this transaction.
	Actual Date	Date and time of the issue transaction, which may be different than the time the transaction is recorded in Maximo. Maximo populates the current date and time by default. You can modify the value in this field. Click the Select Date and Time button to use the calendar control.
Actuals > Materials > Materials > Charge Information		Section
	Requisition	Requisition number associated with this transaction. Click the Select Value button to choose a requisition.
	Requisition Line	Line number on the requestion for the item being issued.
	Location	Location to charge for this transaction.
	Asset	Asset number associated with this transaction. The Asset field is for the Maximo asset identifier, the value Maximo uses to track the asset. An asset can also have one or more aliases. Transportation (Tr) applications have an Alias field next to the Asset field. You can enter either a Maximo asset identifier or an asset alias in the Asset field. If you enter an alias, Maximo recognizes it and replaces it with the Maximo asset identifier. Maximo moves the alias to the read-only Alias field. Some applications do not have an Alias field that is paired with the Asset field. In these applications, if you enter an asset alias in the Asset field, the alias is simply replaced by the Maximo asset identifier. An alias can be associated with more than one asset. If you enter such an alias in the Asset field, Maximo displays a Select Value list of the assets that have that alias.
	Rotating Asset	Identifies the rotating asset number associated with the item being issued. The Asset field is for the Maximo asset identifier, the value Maximo uses to track the asset. An asset can also have one or more aliases. Transportation (Tr) applications have an Alias field next to the Asset field. You can enter either a Maximo asset identifier or an asset alias in the Asset field. If you enter an alias, Maximo recognizes it and replaces it with the Maximo asset identifier. Maximo moves the alias to the read-only Alias field. Some applications do not have an Alias field that is paired with the Asset field. In these applications, if you enter an asset alias in the Asset field, the alias is simply replaced by the Maximo asset identifier. An alias can be associated with more than one asset. If you enter such an alias in the Asset field, Maximo displays a Select Value list of the assets that have that alias.
	GL Debit Account	GL account being debited when the item is issued. Click the Select Value button to choose a GL account.
	GL Credit Account	GL account being credited when the item is issued. Click the Select Value button to choose a GL account.
	Transaction Type	Type of transaction, either ISSUE or RETURN. Click the Select Value button to choose a transaction type.
	Outside	Specifies whether the item being issued is a consignment good. If the check box is selected, the item belongs to a contractor (or vendor), but it is stored on-site, and it is an item for which you expect to be charged for its use. If the check box is cleared (the default), the item is not owned by an outside party.
	Issued To	Person to whom the item, tool, or material is issued. Click the Detail Menu button to choose a person or go to the People application.
Actuals > Services		Tab
Actuals > Services > Services		Table with "Mark Row for Delete" icon available in every row. If you want to record Services in the Actuals of a Work Order, you must approve a Purchase Order with the Work Order number and receive the Purchase Order in Receiving application.
Actuals > Services > Services > Details		Section
	Task	Identifies the task for which the service was used.
	Line Type	Identifies the type of service, for example standard service (one that is used repeatedly, such as grounds maintenance or installation), or a service (a single-type purchase or not used often enough to maintain a vendor catalog for it, such as painting).
	Item	Identifies the standard service.
	Quantity	Quantity of the service received.
	Unit Cost	Cost of the service per unit.
	Order Unit	Standard unit by which the item is ordered, such as roll or case. After you enter a value, Maximo enters the corresponding conversion value in the Conversion field. If you are ordering a service, you can enter hours in this field. If you are ordering materials not in inventory, you can enter a new or existing unit in this field, or leave this field blank.
	Loaded Cost	Line cost loaded with taxes & special charges.
	Transaction Date	Timestamp - Key to Table
	GL Debit Account	General ledger account to charge for the service.
	GL Credit Account	General ledger account to credit for the cost of the service.
	PO	Purchase Order Number.
	PO Line	PO line item number.
	Received By	Identifies the person who received the service.
	Entered Date	Date the service use is reported.
Actuals > Tools		Table
Actuals > Tools > Tools		Table with button "New Row", "Select Tools", "Select Planned Tools" and "Select Issued Tools" button. "Mark Row for Delete" icon is available in every row.
Actuals > Tools > Tools > Details		Section
	Task	Identifies the task for which the tool was used.
	Tool	Identifies the tool used for the work.
	Outside	Specifies whether the tool is supplied by an outside vendor. If the check box is cleared (the default), the tool is internal. If the check box is selected, the tool is supplied by an outside vendor.
	Location	Identifies the location of the asset or the location where work was done.
	Asset	Identifies the asset on which work was done. The Asset field is for the Maximo asset identifier, the value Maximo uses to track the asset. An asset can also have one or more aliases. Transportation (Tr) applications have an Alias field next to the Asset field. You can enter either a Maximo asset identifier or an asset alias in the Asset field. If you enter an alias, Maximo recognizes it and replaces it with the Maximo asset identifier. Maximo moves the alias to the read-only Alias field. Some applications do not have an Alias field that is paired with the Asset field. In these applications, if you enter an asset alias in the Asset field, the alias is simply replaced by the Maximo asset identifier. An alias can be associated with more than one asset. If you enter such an alias in the Asset field, Maximo displays a Select Value list of the assets that have that alias.
	Rotating Asset	Identifies the rotating asset on which work was done. The Asset field is for the Maximo asset identifier, the value Maximo uses to track the asset. An asset can also have one or more aliases. Transportation (Tr) applications have an Alias field next to the Asset field. You can enter either a Maximo asset identifier or an asset alias in the Asset field. If you enter an alias, Maximo recognizes it and replaces it with the Maximo asset identifier. Maximo moves the alias to the read-only Alias field. Some applications do not have an Alias field that is paired with the Asset field. In these applications, if you enter an asset alias in the Asset field, the alias is simply replaced by the Maximo asset identifier. An alias can be associated with more than one asset. If you enter such an alias in the Asset field, Maximo displays a Select Value list of the assets that have that alias.
	Quantity	Quantity of the tool used on the work order.
	Tool Hours	Number of hours the tool was used on the work order.
	Rate	Rate per hour for the tool.
	Line Cost	Actual cost of the tool for the operation. Maximo calculates this using the following formula: Quantity x (hours) x (rate).
	GL Debit Account	General Ledger account to debit for the cost of the tool. The default value can come from the work order's GL account (which may have defaulted from an associated PM), the tool GL account, or both. The work order must be approved before you can insert a value in this field. You can modify this field until you save the record.
	GL Credit Account	General Ledger account to credit for the cost of the tool. The default value is the control account for the tool. The work order must be approved before you can insert or edit the value.You can modify this field until you save the record.
	Entered By	Person who entered the tool information. Once the work order is approved, you can modify the field until the record is saved.
	Entered Date	Date the tool use information was entered.
Actuals > Tools > Tools > Calibration Details		Section
	Type	Type of Buffer Solution
	Manufacturer	Manufacturer of the Buffer Solution
	Manufacturer Lot	Enter the lot number that the solution came from.
	Tool Comment Field	Enter a comment about the tool.
	Qualified Technician	Qualified Technician
	Due Date	Plus Cal - Tool Due Date
	Date Used	The date on which this tool was actually used to perform work on this work order
	Expiry Date	Enter an expiry date for the solution used.

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