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Secondary Tab
Use the Secondary tab to supply additional information which may be needed to complete the work. Remember, the more information you can fill in on any iMaint form, the more helpful to those performing the work and future reporting and tracking procedures.
The Secondary tab on the Work Order form contains the following information.
Note: Labels with red text denote required fields. You must enter information in these fields.
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Fields |
Description |
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Assigned to ID |
A unique identifier of the employee the work order is assigned to. |
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Supervisor ID |
A unique identifier of the person who may be responsible for overseeing the completion of a work order line item, or the person who expects to be notified when a work order item is completed or encounters problems. You can enter new text directly into this field or use the Standard Lookup icon to search for a description already existing in the iMaint system. This field accepts numbers or letters (alphanumeric) up to 40 characters, including spaces. |
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Problem Type ID |
A unique identifier of the type of problem the work order covers. |
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Assigned By ID |
A unique identifier for the person who made resource assignments on the work order so that he/she may go back and check the progress. |
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Building ID |
A unique identifier of the specific building where the work is to take place. |
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Floor |
The specific floor within the building where the work is to take place. |
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Room |
The specific room on the floor within the building where the work is to take place. |
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Project ID |
If the work order is part of a larger project, the Project ID is specified here. If specified, any cost allocated to this work order is also applied to the project and can be seen in the Project Data Entry window or via Project Reports. This field accepts numbers or letters (alphanumeric) up to 25 characters, including spaces. |
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Reason ID |
Indicates a single reason on a work order. This can be a reason needed, reason not done, reason delayed, etc. This field accepts numbers or letters (alphanumeric) up to 25 characters, including spaces. |
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Delay |
Specifies why a work order was delayed. This field accepts numbers or letters (alphanumeric) up to 255 characters, including spaces. |
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Skill |
Identifies a skill associated with a work order. This field defaults to the Skill in the schedule (if the work order was created from a schedule). This field accepts numbers or letters (alphanumeric) up to 25 characters, including spaces. |
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Shift ID |
A unique identifier of the shift on which a work order is expected to be performed. This field accepts numbers or letters (alphanumeric) up to 25 characters, including spaces. |
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Default Warehouse ID |
A unique identifier of the warehouse where all parts for a work order are pulled from. This field accepts numbers or letters (alphanumeric) up to 25 characters, including spaces. |
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Customer ID |
A unique identifier of the customer the work order is for. |
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Default GL |
Allows the user to detect how the default General Ledger Account for a work order (and costs applied to it) will be determined. The valid options are: Work Order - Always uses the GL Account ID or split percentages from the Work Order header. (If you need to split GL's across a work order, right click in the GL ID field to display the GL Split pop up window. Asset - Always uses the Primary GL Account ID for the asset the cost is being applied to. If there is no asset associated with the cost, then the Work Order header GL ID is used. If the Work Order header GL ID is empty, then the GL header at the site level is used. Line Item - Use the GL attached to the specific asset/procedure line items.
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GL Account ID |
A unique identifier of the General Ledger Account used as a default for all cost-related transactions associated with a work order (if the Default GL is set to "Work Order"). This field can hold a single GL Account ID, in which case all costs go to one account. To enter more than one GL Account, right click on the field and select "Split". Users can then enter any number of GL accounts and a percentage for each in the popup window. The percentage must add up to 100. If the user has split costs, then this field displays "-Split-". The user must again right mouse click and select "Split" to see the intended cost breakdown. This field accepts numbers or letters (alphanumeric) up to 40 characters, including spaces. |
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Customer ID |
Use the look up button to access a list of internal and external customers. If this field is blank it will automatically get populated by the asset/procedure line if a customer is specified. |
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Combine Asset/Proc Billing: |
Check this box to combine all the asset and procedure detail lines on the work order for billing. |
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WO GL Account Splits Popup Window
From the Work Order Secondary tab, or the Time Card form, right click within the GL Account ID field to display the GL Account Splits popup window. The Default GL setting, on the Work Order Secondary tab, must be set to Work Order or the option to select GL Splits is greyed out.
When the GL Split window pops up, it contains a grid that enables you to add, change, or delete General Ledger Account IDs and the associated percentage of each. Under the grid is a read-only calculated field with the total percentage of all line items.
You are allowed to enter up to 100 GL Account IDs to split the line items cost (or set as default for the work order), along with a percentage of the cost to go to the GL account. The total percentage on this window must total 100 before you can save your changes. You can always close the window, losing your changes, even if you have not set the total percentage to 100.
If there was a valid GL Account ID on the Work Order, the total percentage will automatically appears in the grid as 100%. Add another GL Account ID using the blank bottom line if you would like to make a split.
Use a right click menu, within the GL Account ID field to remove the splits.
Click here to continue forward to the following Work Order tabs: