FAQ Solutions

Reporting on Work Order Closing Codes

You’re are using EAM for work orders, they get entered, worked, and then closed. So, then what? How can you take closed work orders and report on them? After all, this is extremely helpful and can really impact your ROA on EAM.

Action Codes

You can create a Close Work Order report that includes your Closing Codes. EAM has Action Codes, Cause Codes, Problem Codes, and Failure Codes. These codes are very important when improving best practices for any Maintenance program. Creating reports with these codes can be especially helpful with trending, allowing you to trend your work orders and equipment failures. So let’s get to the reporting part of these Action codes.

When you are reporting on closed work orders there are a couple very important fields that sometimes can be tricky to report on. Those pesky closing codes! I’m going to show you how to get those codes to display in a report showing the Description of the code. Something useful that anyone can understand!

Here we go!

The Closing Codes in EAM have a “code” and a “Description”. When reporting,  you want to display the description, something that the average user can understand. To get the description of the Closing Codes we will use a built in function Cognos gives us: REPGETDESC(. This function will return the description of the item. To successfully use this function you need to know the Entity in EAM for the closing codes, but finding these can be a bit tricky. Good thing you found DigitalThinker because I’m going to give those to you right here!

The following entities are what is used for Closing Codes in EAM for work orders:

ACCO = Action Code

CAUS = Cause Code

FAIL = Failure Code

RECO = Problem Code

In this example, we will look at the Action Code for a Work Order.

Create a data item in Cognos for our report:

  1. Login to Cognos with an Author License
  2. Add a Data Item to your query
  3. In the Functions tab find the REPGETDESC( Function, (
  4. Drag the function to the Expression box
  5. Next use EN for English, the code for your closing code above and the field you pulling the description from
  6. Your Expression should look like this, REPGETDESC (‘EN’, ‘ACCO’, [EVT_ACTION], null, null)
  7. Next take the data item and add it to your report on the report page.
  8. This will display the Description of the Action Code of your Work Order

Voila! It is that easy to get all your Closing Code Descriptions to display on Work Order Reports. Remember, You just need swap out the code in your expression with ACCO, CAUS, FAIL, RECO. Of course, you also will have to change the field from the work order in your expression.

Let Us Help!

If you are new to reporting or find yourself running into issues trying to do this, please do not hesitate to contact us and we can certainly help you get this straightened out. We would love to help you get more from your EAM!

4 Things Every Infor EAM User Should Know About Infor EAM:

Whether your a new to Infor EAM or upgrading from an older version, there are several important things to know about the software and with the process of an implementation. We help a lot of customers with all aspects of Infor EAM on a regular basis. As a result, we are commonly asked a lot of the same types of questions from those who don’t know the ins and outs of the software.   Listed below are some answers to frequently asked questions and are 4 things every EAM user should know.

  1. What is Business Process Review? Is it important?

The Business Process Review (BPR) is one of the most vital parts of the process. It doesn’t matter if you are new to EAM or upgrading from an older version – a business process review is in order. This review will help us show you the areas that are weak and allows us to assist you in strengthening those areas. Think of it as a planning stage to lay out all of your business processes. Furthermore, it can also be used as a “spring cleaning” so you can reorganize or look at processes that are in place but may need a little “sprucing up”.

  1. Why are Process Flow Diagrams important?

A lot of customers find that Process flow diagrams are very helpful and can be used as a quick reference for users as they are getting used to EAM. The diagrams have everything our user guides do, but in a quicker, easier to reference format.

  1. What are Inboxes and KPIs? Are they helpful?

Inboxes and KPIs return metrics on any aspect of work management, materials, and purchasing. For example; you can see the number of work orders assigned to a specific person and how many requisitions or Purchase Orders need your approval. Even more, you can see how many PM Work Orders are overdue or the inventory value of your warehouse.

                              a.Instead of hyperlinking to a screen, can you hyperlink to a report?

KPIs and Inboxes have a built-in hyperlink. When you double click the item, it will hyperlink you to the screen with the applicable records. You can also set it to hyperlink to a report as well.

  1. If you need each department to “sign off” on Equipment before it is active in EAM, how can you do that?

A lot of companies that are new to EAM or have a project going on would like for their managers or department heads to sign off on a new piece of equipment before it is officially installed and commissioned. You can do this without having to use any additional add-on modules by simply creating a different equipment status. Using the statuses, once one department has signed off, you can set it so they can only change the status to the next department that needs to approve.

Final Thoughts:

These 4 things are essential in helping you understand some of the most highly used things in EAM. At DigitalThinker, we are always striving to build concrete knowledge for anyone looking to upgrade or purchase Infor EAM and we are always available to help you if needed. Please don’t hesitate to comment on this blog or get in contact with us for any further questions you may have.

Cascading Report Prompts on Custom Reports

When writing custom reports for customers, most of them will give us a list of prompts that they want to use when creating it. In this blog, I would like to quickly explain the usefulness of cascading prompts on your custom reports and why they can be beneficial. Below are a couple of common situations where cascading prompts will be helpful.

Issue:

Customer needs a report for labor hours for specific organization and wants to be able to select one or more employees to run the report on.

Solution:

Build the custom report with a prompt for organizations that also cascades (filters) for only the employees for that organization.

Issue:

Customer needs a report for Parts for a specific organization and supplier by store/bin location.

Solution:

Build a custom report that prompts for organization and cascading (filtering) prompts for parts in that organization and store/bin location for the parts.

 

These are just two common reports that we can write for customers. But report writing is limitless. We can discuss your needs and draft out a report that is customized for your specific needs. We can also continue customizing it until it is exactly what you want. Remember, writing reports and even revising versions of a report that you may already have in EAM can be tedious. During our discussions with you, we will be upfront with you on what it will take on our part to meet your expectations so we can either continue or scale it back a little and revise it at a later time.

We have lots of experience in working with custom reports. As a result, we have many ways of customizing them and making them work for you. As always, reach out to us for any questions, concerns, or for any further help on this topic. Thank you for reading!

 Are you having trouble running reports after you upgraded to Infor EAM v11.3?

A customer of ours recently had an issue running reports after recently upgrading to v11.3. The issues were with custom reports but also with some of the ‘canned’ (Infor) reports as well. I wanted to share the details of this specific issue and the simple solution to the problem.

Issue: When printing from the PO Receipt screen or running the report from the report menu, several PO Receipts were coming back as “No Records Found”.

Troubleshooting: Investigated the reports in Cognos to see if there was anything that would causing the errors. They used a modified version on the Goods Received Note, so we looked at the original version of Goods Received. We found there were issues running that report as well. At this point, since we were unable to identify any issues that would be causing these reports to error, we submitted an incident to InforXtreme.

Solution:

  1. Go to Administration | Setup | Reports
  2. Filter for Base Reports
  3. Find report SZRCVF
  4. Click on the Parameters Tab
  5. Find the Print report parameter
  6. Change the default value from blank to +
  7. Save the change

You will not see this parameter on the prompt page for the report when you run it from the menu in EAM. The only place to change this parameter is the parameter tab of the Report Setup. This is not something that customers have been made aware of. Therefore, we wanted to share the solution to keep you from getting frustrated by looking for an issue in the actual reports. If you do any report writing, you know how daunting and time consuming it can be to look for that needle in the haystack.

If you apply this solution and still are having issues, please reach out to us or your EAM support team.

Change a Supplier on a PO

I have been asked this question a lot recently. We all know that sometimes the Requisition may request a part or parts from a Vendor, then the Buyer realizes there is a better Vendor for that part… “How can I change a supplier on a PO?” Well to the answer the question, you can’t… Good news is there is a way to fix your problem!

The idea is to delete the part lines from the PO and cancel the PO. Then you go to the Requisition and change status to “Unfinished” and then change the Supplier. You can approve the Requisition and generate another PO.  Here is the quick down and dirty way to get this PO to your vendor.

Scenario: Requisition is “Approved”, PO was generated. Buyer figures out the Supplier is incorrect.

Steps to correct the issue:

Buyer: Navigate to Purchasing | Purchase Orders

  1. Go to the PO that is incorrect, make sure the status is “Unfinished”
  2. On the Parts Tab, Delete the Part Lines from the PO
  3. Go to the record view of the PO and change the status to “cancelled”(Do not cancel the Requisition/Lines when the windows asks if you want to)

Requisitioner: Navigate to Materials | Requisitions

  1. Go to the Requisition with the incorrect Supplier
  2. Change status to “Unfinished”
  3. Go to the Part line with the incorrect supplier and choose the correct Supplier
  4. On record view change the status back to “Approved”

Buyer: Navigate to Purchasing | Process | Generate POs

  1. Enter the Orginator
  2. Enter the supplier in the Supplier field (this is not required, just narrows the results to help)
  3. Click on the Preview tab
  4. Select the Requisition lines you corrected the Supplier on
  5. Click the Generate button

Now you have corrected the Supplier and created a new PO. As always, if you need any help or more information on this topic, please reach out to us. We would be thrilled to help you out!

How to fix checklist items when they don’t show up correctly on Work Orders?

Problem:  

Checklist with Routes: Checklist items are not grouped by equipment

When it comes to sorting checklist items, one question I seem to get asked on a regular basis is; “When I use checklists in EAM with routes, why do the checklists not list properly on the Work Order? Shouldn’t it be grouped by equipment as the route would be done?”

I agree 100%! Let’s get in there and make that checklist look like it should.

Scenario:

Checklist is entered for 3 checklist items, sequence 10, 20, 30. The checklist items type is set to “Route and Equipment”. The following items should be setup when creating the PM schedule:

  1. A Route with several pieces of equipment
  2. A PM schedule is setup with a checklist on the activity
  3. The route is associated with the PM Equipment

Issue: 

The users find the list is grouped by the checklist item and not grouped by the equipment on the route. Using Routes to reduce the work order count is a great idea, but not when it makes the checklist much more difficult to use for the end user! I can see how this makes using the awesome checklist functionality a bit frustrating for most users.

As you can see the checklist is not grouped together by equipment. It would make sense as the user is working through the route, equipment by equipment, that the checklist items would be sorted that way.

Solution: 

The solution is quite simple for this one! Remember, that weird little thing you heard your trainer call a Dataspy? Well there is a sort function that can clean this up for you. Here are the steps to a better looking checklist:

  1. Go to a Work Order that has a checklist
  2. Go to the Checklist tab
  3. Click the Edit button next to the Dataspy about your checklist
  4. Choose the Sort tab (on the left)
  5. Once on the sort tab in the 1st sort choose Equipment
  6. In the 2nd sort choose Sequence
  7. Now choose save

When your Dataspy runs it should re-sort the list to group the checklist items by equipment. This is a common issue we see with checklist and routes. We know that anything we can do to make EAM easier for the end user is a success. This is a simple Dataspy edit that will certainly make a huge impact to the users executing the checklist. I hope this article was helpful. If you have any questions about checklist or EAM, please do not hesitate to ask! We are here to help!

Frequently asked questions about PM Schedules using Infor EAM Software

With Infor EAM Software’s Preventive Maintenance Scheduling functions, you want to be sure you can get the most out of it as possible while minimizing any potential problems a long the way. As we work with our customers in getting them up to speed on using their new or upgraded EAM software, I have noticed three most commonly asked questions and I would like to address them in this post.

“When I go to generate my Preventive Maintenance Work Orders, why am I not seeing a specific one?”

The first thing I will get a customer to do is go make sure there is a due date on the PM schedule. If there is, then I will get them to check the type of PM Schedule (Fixed, Variable, or Duplicate). When they go back to generate their PM work orders, I get them to make sure they have the box checked to “Generate WOs for Duplicate PMs”. Between these 2 things – the customer is usually able to successfully view the PM work order they were missing. There are other issues that could cause the work order not to show up, but this will require a bit more investigation.

“Why are there 10 different PM work orders for this PM? How can I have one PM work order with the multiple pieces of equipment listed on the work order?”

The answer to this is simple – Routes. Setting up routes will allow you to group PM equipment together so you will only have one PM work order, but the equipment that needs work needs to be performed on will be listed on the work order.

“If a piece of equipment is marked out of service and associated with a PM Schedule, will the PM still generate a work order?”

The answer is YES, it will still generate a PM work order that is awaiting release. You must clear the due date off the PM schedule to stop the automatic generation of PM work Orders. A lot of times, customers want to see this for themselves, not that they don’t believe me, so we will run through it together so they can see it for themselves. I am the same way – I always go back and test something or double check the functionality to make sure it is accurate. It is a good practice to get into. It will help you get more familiar with EAM and learn more about how things function.

While these are some of the most common questions, if you think of any other questions you might have, please don’t hesitate to ask! We are always here to help in any way we can.