Conclude Work Order

Explanation

This activity is used to conclude a work order. Once the necessary information is entered and the work is completed, the work order can be set to the Finished status.

A work order is created automatically for each maintenance task in IFS/VIM (IFS/Vehicle Information Management) that is distributed with the distribution type Work Order. These work orders are handled directly in IFS/Work Order Management on the site for the specified workshop. When the work is completed and the status of the work order is set to the Finished status, information such as the consumed material and tools/facilities will be reported back to IFS/VIM. This information is retained on the relevant VIM history records. Note: If the serial's unit of measure (UoM) is different to the UoM of the site at which the work order is created, the system will automatically convert the material quantity (displayed on the Materials tab of the work order) into the quantity of the serial's UoM when the consumed material is reported back to IFS/VIM.

A part identity change on serials in IFS/VIM (IFS/Vehicle Information Management) can be achieved when the modification causing the identity change is embodied through IFS/Work Order Management. If a modification task (with execution type Terminating Action) resulting in a part identity change is distributed as a normal work order, the serials assigned to and/or affected by the modification will be renamed automatically with the new part number and revision once the work order is finished. The system will perform a check to validate the following information before renaming the serial and setting the modification work order to the Finished status:

• the new part number is a valid alternate of the old part number (i.e., if the serial being renamed is installed in a structure)
• the maintenance program and maintenance group for the old part number is valid for the new part number (i.e., if a new maintenance program and revision is not entered for the serial being renamed)
• the manufacturer and manufacturer part number of the old part number is valid for the new part number (i.e., when a new manufacturer and manufacturer part number is not entered for the serial being renamed)
• the template of the old part number is valid for the new part number (i.e., if the serial being renamed has a structure)
• all running tasks for the serial which are mandatory to cancel have been cancelled or finished with.
• the serial being renamed is not included in a work scope that is in any status between Started or Closed (i.e., if the serial is used in a Complex Assembly MRO flow).

This activity can be used to conclude a modification task in IFS/Work Order Management, where the modification being concluded introduces one or more new structure positions into a template structure or removes an existing structure position from the template structure. When a new structure position is added to a template structure as a result of a modification, an empty structure position will be added automatically to the serial structure for which the modification is embodied. If an existing structure position has become invalid as a result of the modification, this structure position will be removed from the template when the modification is embodied. When this is done, the empty structure position that corresponds with the removed position will be removed automatically from the serial structure for which the modification is embodied. Empty structure positions are used to indicate where expected serials or parts are missing from a serial structure.

When concluding a modification work order, you can specify the historical records that are to be updated with the new part number and revision of the serial being renamed. You can choose to update the operational log history, replacement history, as well as other history records by selecting the relevant check box. You can also modify the maintenance program, maintenance group and manufacturer information for the serial as described in this activity.

Prerequisites

• All work order information must have been reported in.
• All postings must have been authorized.
• All operations on the work order must be in either the Finished or Cancelled status.
• The actual finish date must have been specified on the Report In tab of the Report in Work Order window.
• For work orders that include rental parts which should be fully returned, all rental events should be ended and rental transactions should be fully generated.

The following prerequisites are required when the work order created for a modification task with execution type Terminating Action and distribution type Work Order is concluded:

• If the task being finished is a modification task of execution type Terminating Action and leads to a part identity change, the new part number and revision must have been entered for the serial. These values can be entered in the Define Modification/Assign Part Revisions tab or the Modification Details/Affected Parts tab.
• If the modification work is supposed to result in an automatic part identity change for a serial installed in the structure, the new part number must have been defined as a valid alternative for the old part number.
• If the task being finished is a modification task of execution type Terminating Action and leads to a part identity change, a valid manufacturer and manufacturer part number must exist for the new part number of the serial.
• If the task being finished is a modification task of execution type Terminating Action and leads to a part identity change, a valid maintenance program and maintenance group must exist for the new part number of the serial.
• If the task being finished is a modification task of execution type Terminating Action and leads to a part identity change, the serial cannot exist on a shop order with a status between Started and Closed when using a Complex Assembly MRO flow.

System Effects

• The status of the work order is set to the Finished status.
• The work order becomes a historical record and can be used for informational purposes.
• The consumed material quantity that is reported back to IFS/VIM is correct in accordance with the UoM for the serial as defined on its Part Catalog record.
• A journal entry is created for this event. Journal entries are generated in the Journal tab found in the Prepare Work Order and Report In Work Order windows.
• If the Execution Logic Structure distribution type was used, the Work Order Finished check box will be selected on the Execution Logic Order (ELO) corresponding to the concluded work order. If the Work Order distribution type was used, the Work Order Finished check box will be selected for the corresponding task on the maintenance order.

The following system effects will occur when the work order created for a modification task of execution type Terminating Action, and leading to a part identity change is concluded:

• When the work order created for the modification task leading to a part identity change is finished, the part number of the serial will be changed all through IFS/VIM.  
• Information on the modification that has been complied with is retained in the serial identification history in IFS/VIM. This modification can be used as a reference for the reason a part identity change was performed on the serial.
• If a modification leading to a part identity change is embodied, the part number of the serial will also be changed in Part Serial Catalog and history will be generated.
• If the serial is in Inventory (i.e., the current position set to In Inventory) when being renamed through the embodiment of a modification, the correct quantity on hand will be created for the renamed individual.
• If the part number and/or serial number of the serial is changed through the embodiment of a modification, on a serial that exists in the Prepare Work Order/Returns tab or the Report In Work Order/Returns tab, the part number and/or serial number of this serial will be updated as well.
• If the serial's configuration becomes invalid as a result of the rename, the operational status of the renamed serial is automatically set to Out Of Operation.
• If the structure template information for the old template structure is not valid for the new template structure, the operational condition of the renamed serial is set to Non Operational.

Window

Report in Work Order
Report In Route
Single Page Report In Work Order

Related Window Descriptions

Report in Work Order
Report In Route
Single Page Report In Work Order

Procedure

Using the Report in Work Order or Report In Route window.

1. Open the Report in Work Order or Report In Route window. Note: For external repair orders, use the Report in Work Order window.
2. Query for the work order to be concluded (F3).
3. Click in the Status field, right-click, point to Work Order Status, and then click Finished. The status for the work order is changed to Finished and the work order is concluded.

Note: If the work order is created for a modification task leading to a part identity change on a serial, the following information can be changed in the Maintenance Order/Maint. Order Str./Supply Task Info/Modification sub tab prior to completion of the task or when concluding the work order.

1. If the maintenance program is to be changed on the serial being renamed, enter the new maintenance program in the Maint Program ID field. Use the List of Values to select a valid value.
2. If the maintenance program was changed, you can enter the new revision of the maintenance program in the Maint Program Revision field. Use the List of Values to select a valid value.
3. If the maintenance group is to be changed on the serial being renamed, enter the new maintenance group in the Maint Group field. Use the List of Values to select a valid value. Note: When the maintenance group is changed, the operational parameters are changed according to the new maintenance group.
4. By default, the Disconnect Serial from Maint Program check box is selected when no valid maintenance program exists for the new part number and revision. This check box cannot be updated.
5. Select the Update Operational Log History check box if you want to update operational log history records for the serial with the new part number and revision.
6. Select the Update Replacement History check box if you want to update replacement history records for the serial with the new part number and revision.
7. Select the Update Other History check box if you want to update other history records for the serial with the new part number and revision.
8. If the manufacturer of the serial is to be changed, enter the new manufacturer's number in the Manufacturer Number field. Use the List of Values to select a valid value.
9. If a new manufacturer is entered or if the manufacturer part number for the existing manufacturer is changed, enter the new manufacturer part number in the Manu Part Number field. Use the List of Values to select a valid value.
10. Save your changes (F12).

Using the Single Page Report In Work Order window

1. Open the Single Page Report In Work Order window.
2. Query for the work order to be concluded (F3).
3. Click Finished on the top part of the window.