Customer Contract – WO Criteria - HxGN EAM - 11.07.01 - Feature Briefs - Hexagon

HxGN EAM Contract Management

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HxGN EAM
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Feature Briefs
HxGN EAM Version
11.7.1

WO Criteria can be associated to any Customer Contract. Their purpose is to select which work orders are eligible for invoicing and which ones are not. If you enter no criteria for a contract that automatically implies you include all work orders. Once you add one line only work orders that satisfy that line will be invoiced. The work order attributes that the system looks at are:

  • Department

  • WO Class

  • WO Type

Enter a * for any of these values to tell the system that all values are included. Note that a record with * in all three fields is the same as not entering a record at all.

This functionality was also available in the Asset Management Services, with one difference, WO class was not available and instead that function offered the equipment class. A logical choice because Asset Management Services only offered one equipment reference per contract. Using the equipment class children of a certain class could be excluded from invoicing. Since Customer Contracts does not have this constraint, it made sense to replace this with the work order class.

The Grouping attribute can be used to aid grouping and identification of invoice lines. The Fleet Billing offered an ability to associate a work order type to either the maintenance or the non-maintenance group. The way it is solved here allows you to use any grouping codes and thus support more than two. Because the grouping function is combined on the WO Criteria tab and not on a dedicated tab you need to consider the following:

  • The Grouping values can be entered manually

  • They only work for work order types

  • Values entered for work order type * will not be used

  • There is no validation on unique constraints, so it is possible that you enter two different Grouping values for the same work order type. In case more than one value is found for the same WO Type the system will select the first if you sort them alphabetically.

Example:

Department

WO Class

WO Type

Grouping

*

CLASS 1

Breakdown

Maintenance Work

*

CLASS 2

Breakdown

Maintenance Work

PAINT

*

*

Other Work

BODYWORK

*

PM

PM Work

*

*

PM2

PM Work

First, determine which work orders will be included

  • Any work order with class is "CLASS 1" and WO Type is "Breakdown" will be included.

  • Any work order with class is "CLASS 2" and WO Type is "Breakdown" will be included.

  • From the "PAINT" department all work orders will be included.

  • From the "BODYWORK" department all work orders with WO Type "PM" will be included.

  • Any work order with WO Type "PM2" will also be included.

On the invoice lines the following Grouping may now appear, depending on whether work orders were found and invoiced for that WO Type:

  • "Maintenance Work" for WO Type "Breakdown."

  • "PM Work" from WO Type "PM" or "PM2".

    • Maintenance Work will be ignored because it is the second value for Breakdown.

    • Other Work will be ignored because it is associated to WO Type *

The WO Criteria only impact two of the six Charge Categories: WO Charges and Sales Transactions. Charge Categories are discussed in detail later in this document.

WO Criteria will be copied from the template to the Customer Contract automatically anytime a Contract Template is saved on the Customer Contract header. Once they are copied, these records can be changed on the contract without impacting the Contract Template and vice versa. Creating them from scratch without a template is also possible.