The Job Reasons frame allows you to create and maintain a list of Job Reason Codes to define why a job is being performed. It is possible you might have multiple jobs on the same work order and each job has a different reason it is being performed on the unit. The Job Reason Codes allow you to differentiate between jobs for reporting and cost analysis purposes.
Create
To create a new Job Reason, type the new code in the Code field of the Reason Code Section. This field has a character limit of one. Type in a description for the code, for example ‘PREVENTATIVE’ or ‘ACCIDENT’. This field has a character limit of 20.
In the External Data section select ‘Yes’ or ‘No’ from the Required drop down. If ‘Yes’ is selected, the Caption field will open up, this is a required field. When adding a job to a work order that requires external data, the user will receive a popup and will be required to enter external data, it is not a validated field.
Next select ‘Yes’ or ‘No’ from the Allow Job Link drop down.
System Flags Section:
Exclude From Warranty – check this box to exclude from any warranty processing when a job with this reason is added to a work order.
Target Billing – this is used for reporting purposes.
Direct Account Required – if System Flag 5076 is set to ‘Y’ and this box is checked, then a valid Direct Account is required when a job that has this Job Reason is added to a work order.
Exclude Part Usage from Automatic Reordering Calculations – check this box if you want any part issues associated with a job that has this job reason to be excluded from automatic reordering calculations.
Cannot be Driven? - used in DVSA module for KPI reporting.
Reporting Classification:
Select Maintenance, Non-Maintenance, or Capital from the Maintenance Type drop down. Selecting Maintenance or Non-Maintenance will lock all Capitalization flags and selecting Capitalization will lock all Maintenance/Non-Maintenance flags.
Maintenance – dollars will be accumulated on the maint_do on unit_hist.
Non-Maintenance – dollars will be accumulated on the no_maint_do on unit_hist.
Capital – for capital reporting type, see Capitalization Section below.
Maintenance/Non-Maintenance Section:
The flags in this section are used primarily for reporting purposes:
Corrective – reporting only
Road Call – reporting only
Accident – the trigger for Accident Module Functionality
Damage/Abuse – reporting only
Re-work – reporting only
Preventive – triggers for jobs showing on the PM compliance report
Seasonal – reporting only
Non-cap – reporting only
Other – reporting only
Direct Invoice – only job reasons with the Direct Invoice flag checked will be available for use on the Direct Invoice frame.
Warranty – a trigger for Warranty Functionality
Recall – reporting only
Prep for Disposal – reporting, will also have an impact on the Unit Disposal frame Sales Information.
Component/Rebuild – the trigger for Component/Rebuild Functionality
Capitalization Section:
These flags are used for capitalization reporting purposes. These options will not be available unless the Capital option is selected for the Reporting Classification drop down.
Specifically, Prep for Service and Accessory Cost flags will cause dollars to accrue on the Unit Accounting frame on the Capitalization Cost tab in the Acquisition Prep and Accessory Cost fields.
The totals will represent the costs associated with any work order jobs for the unit that have been marked with Job Reasons with these flags checked.
History Type:
Also used for reporting purposes, choices include: Preventative Maintenance and Inspections, Maintenance and Repair, Accident, Non-maintenance/other, and Capital Improvements.
Modify
To modify a job reason, make any necessary changes to the data and click the Save button at the top of the frame.
Disable
To disable a job reason, select Disabled from the drop down to the right of the Reason Code Description field and click the Save button to disable the code.
Delete
You can delete a reason code provided it is not in use by any other tables in the system. If the code is in use, you will not be able to delete it from the system.
Last Update: 12/19/2016
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.