MNT WO Tab

Purpose: To define the elements displayed on the W/O (Work Order) tab of the Maintenance XL Work Order window.

Work Order Group Box

Located at the top of the left column of group boxes.

• WO No (Work Order Number) field - Displays the work order number designated on the Add New MNT WO window.
• WO Type (Work Order Type) field - Displays Maintenance-XL for all MNT work orders.
• Cust PO No (Customer Purchase Order Number) - Enter the customer's purchase order number, if applicable.
• icon button - Left-click and a drop down menu will appear.
  
  
• Call Tracking - Left click to open the Call Tracking  module.
• Emails - Left-click to open the Internal Email module.
• icon button - Left-click to view the Record Modification Traceability window (which displays the user who created the MNT work order and the user who last modified the MNT work order).
• icon button - Left-click to open the parent document, if it exists.
• icon button - Left-click to view the Transactions Expediting Tree window (link pending).

Customer Information Group Box

Located in the left column of group boxes just below the Work Order group box.

• icon button - Left-click to open the customer file associated with the MNT work order.
• Customer Number field - Displays the customer number related to the customer associated with the MNT work order.
• Customer Name field - Displays the customer name of the customer associated with the MNT work order.
• Attn: (Attention) field - Displays the contact number related to the contact associated with the MNT work order. The user may modify the contact (link pending) by left-clicking the ellipsis while in edit mode(adj) in any document, left-click the Edit button (most commonly located in the document window toolbar); after the button is selected "[Editing]" should appear in the document window title bar.
• Contact Name field - Displays the contact name of the contact associated with the MNT work order.

Shipping Information Group Box

Located in the left column of group boxes just below the Customer Information group box.

• Incoterms Label field - Displays the label for the incoterms for the MNT work order. The user may modify by left clicking the ellipsis to select an alternate incoterms label.
  
  NOTE: By default, this field is populated with the value from the Incoterms Label field on the Defaults tab of the customer file.
• Incoterms field - Displays the incoterms for the MNT work order. The user may modify by left clicking the ellipsis to select alternate incoterms.
  
  NOTE: By default, this field is populated with the value from the Incoterms field on the Defaults tab of the customer file.
• Incoterms Description field- Displays the description of the code selected in the Incoterms field from the FOB List (link pending).
• Ship Via field - Displays the shipping or freight method for the MNT work order. The user may modify by left clicking the ellipsis to select an alternate shipping or freight method.
  
  NOTE: By default, this field is populated with the value from the Ship Via field on the Defaults tab of the customer file.
• Ship Via Description field- Displays the description of the code selected in the Ship Via field from the Ship Via List (link pending).
• Terms field - Displays the payment terms for the MNT work order. The user may modify by left clicking the ellipsis to select alternate payment terms.
  
  NOTE: By default, this field is populated with the value from the Terms field on the Financials tab of the customer file.
• Terms Description field - Displays the description of the code selected in the Terms field from the Terms List (link pending).
• Prepared by field - Displays the code of the user who prepared the MNT work order. The user may select an alternate user by left clicking the ellipsis while in edit mode.
  
  NOTE: By default, this field is populated with the user code of the user who created the MNT work order.
  NOTE: Some organizations use this field to identify who is responsible for administration of the work order.
• User Name field - Displays the first and last name of the user selected in the Prepared by field from the Users List (link pending).
• Priority field - Displays the priority of the MNT work order. The user may modify by left clicking the ellipsis to select an alternate priority.
  
  NOTE: By default, this field is populated with the value from the Priority field on the Defaults tab of the customer file.
• Priority Description field - Displays the description of the code selected in the Priority field from the Priority List .

Memo Group Box

• Message button - Left-click to add, edit, or view a message for external use in the Memo Editor.
• Memo button - Left-click to add, edit, or view a message for internal use in the Memo Editor.

Reference Group Box

Located in the center column of group boxes just to the right of the Work Order group box.

• Ref 1 thru Ref 4 fields - Displays four (4) reference fields available for the MNT work order header.
  
  NOTE: In the screen shot above, these reference fields are labeled Our Ref#, Your Ref#, Contract #, and Project #. The labels of all of these fields are managed in the Maintenance XL Work Order Global Setup (link pending).

Dates Group Box

Located in the center column of group boxes just below the Reference group box.

• Arrived field - Displays the date and time that the customer requested the work or that the aircraft/component arrives at your facility. The user may modify by left clicking the drop down button to select a date and time.
• Quoted field - Displays the date and time that the MNT work order was quoted. The user may modify by left clicking the drop down button to select a date and time.
  
  NOTE: If an ACTUAL MNT work order is converted from a QUOTE MNT work order then, by default, this field is populated with the value from the Printed field on the W/O tab of the MNT work order quote.
• Ordered field - Displays the date and time that the MNT work order was created. The user may modify by left clicking the drop down button to select a different date and time.
  
  NOTE: By default, this field is populated with the value from the Order Date field in the Add New MNT WO window.
• Delivery field - Displays the date and time that the MNT work order is to be delivered. The user may modify by left clicking the drop down button to select a date and time.
• Due By field - Displays the date and time that the MNT work order is due to be completed. The user may modify by left clicking the drop down button to select a date and time.
• Valid Until field - Displays the date and time that the MNT work order is valid until. The user may modify by left clicking the drop down button to select a date and time.
  
  NOTE: This field is most commonly used for MNT work order quotes.
• Completed field - Displays the date and time that the MNT work order is closed.
• Printed field - Displays the date and time that the MNT work order is printed.
• Into Stock field - Displays the date and time that the item being worked on in the MNT work order is placed into stock.
• Revision field - Displays the revision designation of the MNT work order.

Doc Status Group Box

Located in the right column of group boxes just to the right of the Reference group box.

Open - The document is not yet closed

Closed - The document is completed and closed

Hold by/on Group Box

Located in the right column of group boxes just below the Doc Status group box.

If the MNT work order is placed on hold, the user code of the user who placed the MNT work order on hold and the date on and time at which the work order is placed on hold will be displayed in the group box.

Accounting Summary Group Box

• Parts Ttl (Parts Total) or Flat Rate field - Displays either the total parts charge from the Chrgs tab or the flat rate charge from the Acct tab.
• Discount field- Displays the total of all discounts.
• Charge Ttl (Charge Total) field - Displays the total of all charges including labor.
• Misc Ttl (Miscellaneous Total) field - Displays the total of all miscellaneous charges.
• Tax Ttl (Tax Total) field - Displays the total of all taxes.
• Doc Total (Document Total) field - Displays the document total.
• Crncy Base (Currency Base) field - Displays the code related to the base currency from the Currency List (link pending).
• Crncy Conv (Currency Converted) field - Displays the code related to the converted currency from the Currency List (link pending).
  
  NOTE: The arrows will appear to the left of the currency in which the work order costs and charges are displayed.

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		MNT WO Tab