The Work Order Closure Tab shows all the information that is required to close a work order. You can enter the following closure information for a work order:
Asset Barcode - This is the barcode number for the asset for which the work order was created. Pinnacle will display the Asset Barcode from the Details tab. You cannot edit the Asset Barcode.
MWA Status - This is the current status of the work order. Pinnacle will automatically determine the work order status, and you cannot edit this.
Location - This is the location of the work order. Pinnacle will display the location from the Details tab.
Location Timezone - This is the time zone that the location operates within. Pinnacle will automatically display the time zone for the location, and you cannot edit this.
Asset Title - This is the asset title of the work order. Pinnacle will display the Asset Title from the Details tab.
Warranty for "Asset Barcode" Asset - This indicates whether the work was carried out under any kind of warranty. Pinnacle will automatically determine the warranty status, based on the Barcode Number in the Asset Barcode field, and you cannot edit the warranty status.
Description of Problem - This is the description of the problem. Pinnacle will display the description from the Details tab.
Supplier - This is the supplier of the contract for the work order. Pinnacle will display the supplier from the Details tab.
Supplier Short Name - This is the short name of the supplier of the contract for the work order. Pinnacle will automatically display the supplier short name for the supplier, and you cannot edit this.
Supplier Phone - This is the phone number for the supplier of the contract for the work order. Pinnacle will display the supplier phone from the Details tab.
Contract Rate Display - This displays the rates for the selected skill chosen for the work order. The Rate Display consists of the Rate type, and the Skill Rate. Pinnacle will automatically display the rates for the selected skill.
Expected Commencement Date/Time - This is the date and time that the work order was expected to be commenced.
Expected Completion Date/Time - This is the date and time that the work order was expected to be completed.
Barcode Worked On - This is the asset barcode number that was actually worked on as the work order was carried out. When you type in the barcode number of an asset, Pinnacle will search for that asset. If a match is found, Pinnacle will display the asset title of the matching asset. If no match is found, Pinnacle will display the message "Barcode not recognized" instead of the asset title. After the work order has been finalised, you can only edit this field if you have the access rights to do so. If there are any barcode reconciliation issues raised as a result of the Barcode Worked On field, the Issue Number and Name will be displayed next to this field.
Actual Commencement Date/Time - This is the date and time that the work order was commenced.
Actual Completion Date/Time - This is the date and time that the work order was completed.
Trade (Skill) - This is the skill that was used to carry out the work for the work order. This is the Trade from the Work Order Details tab, but you can change this to a different skill if you wish.
Hours Worked - This is the number of hours of work that have been done by the contractor to complete the work order.
No Charge - This flag indicates whether there is a charge for the work order. If the work order is under warranty (either manufacturers warranty or contract warranty), this flag will be checked on, and cannot be edited.
Feedback Code - This is the feedback code for the work order. You must enter the Actual Completion Date/Time before you can select a feedback code.
Warranty for "Barcode Worked On" Asset - This indicates whether the work was carried out under any kind of warranty. Pinnacle will automatically determine the warranty status, based on the asset barcode number in the Barcode Worked On field, and you cannot edit the warranty status.
Work Performed - This is the description of the work that was carried out to complete the work order. If you need to enter a longer description than can be seen on the Closure tab, there is an Extension button (...) next to the field. If you click on this button, Pinnacle will display a window that will allow you to type in a much longer description. When you close the window, as much of the description as possible will be displayed on the Closure tab.
After you save the changes to the work order on the Work Order Closure Tab, Pinnacle will check if there are any issues with the asset barcode number in the Barcode Worked On field. If there are any issues, they can be viewed and managed from the Work Order Barcode Reconciliation window. If the Barcode Worked On field is changed before the Work Order is finalised, any issues that were associated with the previous barcode number will be removed, including Closed issues, and the new Barcode Worked On value will be used to determine if any new issues need to be raised. The same process applies if the Actual Completion Date is changed. Any existing issues that were raised due to the completion date will be removed, including Closed issues, and new issues raised if necessary.
Submitting a work order allows you to progress the work order through the stages of the work order life cycle. When you submit a work order, Pinnacle determines what stage of the work order life cycle the work order can be progressed to, and will ask you if you want to submit the work order to that stage.
If you are submitting a work order for closure, Pinnacle can send a copy of the work order to the supplier of the work order, if the Auto send Maintenance Work Authority flag is checked on for the location that the work order was raised for. You can also choose to bypass sending the copy of the work order.
If you choose to submit a work order, Pinnacle will perform all the necessary postings to the general ledger for the appropriate stage in the work order life cycle, and will update the status of the work order.
Open the Work Order Module.
Open the work order you want to submit.
Change to the Closure tab.
Choose Submit from the Backlog menu
OR
Click the Submit button.