Fullscreen Image

Work Order Transfer Business Rules

A work order tied to an asset which is not available in the destination segment cannot be moved using the work order segment move feature.

In order for a work order to be moved to another segment, any resource assignments on it must be available in the destination segment.

In order for a work order to be moved to another segment, any procedures on it must be available in the destination segment.

If time has been charged to a work order, the work order can only be moved to another segment if the resource, hours type, account, and cost center (if any) used on the time charge are available in the destination segment.

If a material has been issued to a work order, the work order can only be moved to another segment if the material, warehouse, receiving resource (if any), account and cost center are available in the destination segment.

Work orders of type PM and PE cannot be moved to another segment.

Work orders of status CANCL and CLOSE cannot be moved to another segment.

In order for a work order to be moved to another segment, the account, skill, type, status, sub status, and priority must either be available in the destination segment or indicated at the time of the transfer.

Code fields whose values are not available in the destination segment will be cleared.

A work order with child work orders cannot be moved to another segment.

The work order will be assigned a new work order number upon transfer.