Basic Information about Work Order, Status, Origin Lines & Ledger Entries

Basic Information about Work Order

The work order is the central component of MAIN-TOOL Work Order Management.

Each work order is created manually, either by entering the relevant fields individually or by using functions in MAIN-TOOL. This manual describes several possibilities to create different order types:

•  Ad Hoc Order e.g. for troubleshooting,
•  Standing Order e.g. for time recording of general workshop activities,
•  Subsequent entry of a Work Order e.g. due to urgency without previous Work Order Request.

Explanation of Work Order Status

Different status values can be assigned to a work order, as listed below (with internal order status value) and explanation of the status:

Note:

• If required, new Statuses can be added between 100 and 400 and existing Statuses can be renamed (Search for “Work Order Management Setup”, then click on “Actions”, “Functions”, finally “Change Work Order status”.
• Any status change is logged in the status history.

Explanation Origin Lines

Origin lines provide information from which "data source" the order originates, or what its origin is. Possible field contents in the Origin line field are:

If a Work Order was created from a Work Order Request, for example, the fields “Type of Origin” and “Origin No.” are preset in the Work Order Card Page.

With Click on „More Options”, then “Navigate”, “Work Order” and finally “Origin Lines”, the List view “Work Order Origin Lines” can be opened, for example, to mark the Work Order Origin Line as “Finished” at the Origin Object after completion.

Explanation Ledger Entries

Like the basic application Microsoft Dynamics 365 Business Central, MAIN-TOOL is based on the entry principle. This means that the expenses and consumptions are displayed in Entries.

There are Work Order Ledger Entries and Work Order Value Entries that can be selected and displayed by clicking on the 3 dots icon "..." then "Related" then "Work Order", then "Entries".