How to report consumptions associated with the work order?

How to report consumptions associated with the work order?

When a work order is in a state that allows to record costs, it is possible to record material consumptions. To report material consumptions, you must access the work order file you wish to report the costs to "Work | Work Orders", select the WO that you wish to report the cost.

  1. On the work order file, on the link "Operations" select the option "Consumptions";
  2. The consumption records list associated to the WO is presented;
  3. Select the option "Create".

When filling in the consumption record, you must consider:

i.By default, the field equipment, tool or location is filled in with the work order asset;

ii.If the work order is for a route, select the asset category and fill in the corresponding asset;

iii.The consumption can be reported to the work order, the maintenance plan, the maintenance plan task or to additional tasks

    1. Report to the maintenance plan;
      1. Select the maintenance plan you wish to report.
      2. You can only report to maintenance plans associated to the work order.
    2. Report to the maintenance plan task
      1. Select the maintenance plan.
      2. You can only report the tasks associated to that maintenance plan.
    3. Report to additional tasks
      1. You can only report to tasks associated to a work order.

iv.The report date cannot be before the work order creation date.

v.If the work order is for a route, one of the fields equipment, tool or location must be filled in.

vi.You can only associate the labor to the user authenticated.

vii.It is only possible to record consumptions, if the work order state allows to record costs

viii.You can only select company warehouses to which you will report consumptions.

ix.The workshop manager the work order belongs to can create, edit and delete records for the technician.

x.If you create a consumption in which you select an externally managed warehouse, you will not be able to select warehouses that are not managed externally in other lines of a consumption.

Enter the data. The information to be filled in is organized in tabs. You can see the required fields using the orange margin or from the list on the right lower corner, next to the Reset button;

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