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  • 1.  Adding A Custom Workorder Status

    Posted 10 days ago

    Good Afternoon All,

    I'm not getting a clear picture during my research on how you can include work order status change options to the list.

    We would like to place a work order in a new status created WINV (Waiting on Invoices). I added the status to the WOSTATUS domain (internal value INPRG). No problem.

    My issue is sometimes a work order will be Completed (COMP) and we may need to change status to WINV. This way we can query on work orders waiting on invoices.

    So I'm not completely sure on how to do this. I came across an article stating this is hard coded in the psdi.app.workorder.WOStatusHandler class

    Thanks for any insights. PS: We are not using the PO/Invoice module at this time.


    #Customizations

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    D Keith Henderson
    University of Louisville Physical Plant
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  • 2.  RE: Adding A Custom Workorder Status

    Posted 10 days ago

    Hi @Keith Henderson"

    In Maximo you have WO states that represent:

    - Planning: They allow you to register plans. They do not allow consumption to be recorded
    - Approval / In Progress: They do not allow planning. They allow consumption to be recorded
    - Completed: Allows you to register fault codes
    - Closed: End of WO. They do not allow it to be reopened.

    WINV is a "Completed" status (That's how I interpret it). I tell you this because the "Waiting" status in Maximo are planning status and if you create WINV as a planning status, Maximo will not allow you to go from COMP to WINV because when an WO is COMP, it can only go to another COMP or to a CLOSED status, but if you create WINV it as a CLONE status of Completed (COMP), you won't have a problem.

    Regards!



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    Martin Fabra
    ARSAT S.A. - Actively seeking employment
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  • 3.  RE: Adding A Custom Workorder Status

    Posted 9 days ago

    Everything Martin said is right, but to explain"why you can't go from COMP to INPRG?" is because once the work is completed, the PM schedules the next work date.  So you can't pull it back out to say it wasn't completed.  The next PM dates are already set.  i.e. If the next WO launches and then the prior WO moves back to INPRG, then you're all out of whack.  The system won't let you do that.

    We do use PO/Invoice and the WO will not close when there's open POs awaiting invoices.  Our method was to make a status called WCLOSE (Waiting to Close), synonym of COMP with a daily task to try to close those WOs.  Same situation as yours, less the daily attempt to close it.   But for the end worker, all the queries exclude WCLOSE status since that is an administrative burden for the buyers and I want those WOs out of sight for the wrenchers.  



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    gail smith
    chevron
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  • 4.  RE: Adding A Custom Workorder Status

    Posted 9 days ago

    Good Afternoon,

    Thanks for the information. I have a much better understanding on WO statuses and domains.

    However, I'm still having issue with getting the new status to list the WINV or WINVS.

    As you can see the WO is COMP, but still only getting Closed and Work Not Completed in the list.

    Here is the WOSTATUS domain. I first entered the WINV and checked Default, but determined this was not correct (will not let me delete).

    So I created a second status WINVS without default and it still is not listed.

    Just not sure why. Any suggestions ?

    Much Thanks



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    D Keith Henderson
    University of Louisville Physical Plant
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  • 5.  RE: Adding A Custom Workorder Status

    Posted 9 days ago

    Ok. I imagine that if you just created WINV, you must not have defined any conditions.

    So, you should look for some restriction. You can start with a global data restriction (Security Groups -> Global data restriction in the more actions menu). Look for:
    Object: SYNONYMDOMAIN
    App: WOTRACK
    Type: QUALIFIED
    Condition: Here, you must look for if there is a condition that analyzes status where DOMAINID = WOSTATUS (as I show you in the image below).

    If you find it, it means that those are the possible status of WO in the WOTRACK application. You just have to add it

    Regards!



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    Martin Fabra
    ARSAT S.A. - Actively seeking employment
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  • 6.  RE: Adding A Custom Workorder Status

    Posted 8 days ago

    Good Afternoon,

    I checked our global restrictions and we only have a few.

    I also looked at  Conditional Expressions thinking maybe it was there, no luck. I cannot believe adding the option for COMP work orders is so difficult.

    Do you have any other suggestions ? Thank you very much for your time



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    D Keith Henderson
    University of Louisville Physical Plant
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  • 7.  RE: Adding A Custom Workorder Status

    Posted 7 days ago

    Hi @Keith Henderson, I ask you to check in the WOSTATUS domain, if the WINV value has a condition added (at the end) it is the last column next to the trash. If that icon is there, it represents that you have a condition. Press it and verify that it must be met for WINV to be accessible.

    It works like this, if you put a condition on WINV, you will only be able to access WINV if the condition is met.

    Regards!



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    Martin Fabra
    ARSAT S.A. - Actively seeking employment
    ------------------------------