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!

Booking Labor: How you book labor can change how you report time

We recently were asked if a report will show the hours team members book labor for during the previous shift. This seems very straight forward. They book hours, with a date, and you just need to report on past 24 hours, right? Well yes and no. Do they work from 12am to 12am? Then it may not always be that easy.

Here’s How It’s Done:

You can use Cognos to create offsets from the systems time to report on the information about yesterday’s shift. Or, you could improve your book labor accuracy by having your team book the hours with the time they worked on the work order. For example, instead of booking 4 hours, you could book 1:00pm to 5:00pm. If you are familiar with the mobile app this is super easy to do. Booking labor by time fields are right there to choose your start time and end time and voila! You have now successfully booked your time with the actual hours you worked.

In EAM (the application) there is some admin work that needs to happen…


We want to start booking labor using Start time and End Time.

NOTE: Screen designer is required


  1. In the application go to Work | Work Orders | Book Labor tab
  2. Open Screen Designer for the user groups that need to book labor with Start time/End time
  3. Find the fields Start Time/End Time and make them available (or required)

Booking Labor Infor EAM



4. On the Book Labor tab the hours field will still be required, but now you can enter the Start Time and End Time of the labor you are booking.

Booking Labor EAM 2


That’s It!

For more help with booking labor in the application or the mobile app or anything else EAM don’t hesitate to contact us. We would love to help you improve your labor accuracy or reporting and KPIs!

PM Schedules/Work Orders with Routed Equipment – Organizational Options

Are your PM Schedules or work orders created with equipment on a route? If so, then you may be wondering if all the equipment will be listed on the work order or just the main piece of equipment selected. Furthermore, maybe you aren’t sure if EAM will create work orders for all the equipment or does it just create a work order for the one main equipment record. Those questions can quickly be answered with 2 Organizational Options.

By remembering these 2 organizational options listed below, you’ll be able to select the way you want to capture the information. You can find them by going to Administration à Security à Organizations. You will likely have to click the “More” tab and click on options.

Organizational Options:

MEROUTWO Determines which equipment to copy to route-based PM work orders. Select ‘C’ for route equipment only, ‘H’ for header equipment only, or ‘B’ to have both header and route equipment copied.
ROUTEEOB If Y, the system will create Multiple Equipment Child type work orders for each route equipment when route based PM work orders are released.   They will be related to the parent job.


You can always play around with the options, set them one way then test it out, then change it and test again. That is what your training environment is for. If you change the options, you must close the released PM work order. Log out and back in then generate PM work orders again for the changes to take effect.

I hope some of these tips help! If you have any further questions or need any help, feel free to let me know. I am always happy to help.

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.


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.


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


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


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.


  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.

Did you know?

With Infor EAM Messenger you can send an e-mail notification that includes a report. Suppose you want an e-mail notification sent to your main contact at the supplier of the Purchase Order you just approved. I know of some companies that want to automatically send a Preventive Maintenance Work Order to the contractor that normally does the work. All of this is doable with Infor EAM. Here’s how:

Setting up Email Notifications.

The first thing you need to do is make sure you have e-mail notifications working. There are three things that need to be configured before you go to town sending automatic e-mails. First go to Administration | Security | Install Parameters. Query for SMTP and you will find SMTPSEND which is nothing more than the name of the e-mail sender used for replying to the messages.

Most people enter You will also find SMTPSERV which is the SMTP mail server that sends the e-mail. If you’re in the cloud the SMTPSERV record will be read only, because the cloud team handles it for you. For users hosted on premise, enter your mail server.

Next, you need to go to Administration | Data Collection | Job Setup and make sure the MAIL driver is active. If it is active, it should have a last run and next run date/timestamp. If it’s not active, and you check active and hit save, be prepared to wait a little while for it to fire up. Now you’re ready to go.

Infor EAM E-Mail Messenger has three components:

• Viewer: Where you see what e-mail messages were sent or failed.
• Template: Where you determine where the e-mail goes and what’s in the subject and body of the e-mail and what report to attach if you choose to do so.
• Notification Setup: Where you select the table, conditions, parameters and other trimmings for the e-mail notification.

Once you get it all setup it will run like a champ. Just remember there are a lot of moving parts so attention to detail is critical. I know administrators who have accidentally sent hundreds of e-mail notifications by not paying attention to detail.

Attaching a PDF Report:

To send an automatic e-mail message with a report attached as a PDF go to the message template under Administration | E-Mail Messenger | E-Mail Templates. On the bottom of the screen you select the report you want to send with the e-mail message. Now comes the tricky part. In the E-mail Recipients field enter %1. This parameter will tell it who to send the e-mail message to.

Specify a table:

I’m assuming you know how to complete the rest of the template, so let’s move on to the important stuff. When you go to Administration | E-Mail Messenger | E-Mail Notification Setup, you are required to specify what table in EAM you want to use to trigger your e-mail message. To send a PO automatically to a supplier when the PO is approved, select or enter the table r5orders. Next, enter or select the template you created earlier, and check the Update checkbox. Lastly, enter or select a From Status as well as the To Status. It would be a good idea to use from status of Unfinished and to status of Approved. Save the record and then continue on to the most important part.


Select the record and click on the Actions button. Choose Create Parameters. Now comes a point of discovery. Enter 1 for the first parameter. This corresponds the 1 you entered as the e-mail recipient on your E-mail Template. You and I both know that when you go looking for a Column in the next field under parameter details you’re not going to find anything for the e-mail address of the supplier you want this notification to go to. The fact is, that all of the columns you see when you hit the look up begin with ORD which means you can only select columns of the table r5orders. You really don’t have an option other than to use a user defined field.

Select one of the thirty ORD_UDFCHAR fields. Once you’re finished here you’ll need to go to the Purchase Order screen and use screen designer to move the user defined field you chose to somewhere easy to get to, and relabel it “Supplier E-Mail Address” or something to that effect.


Enter 2 for the second parameter, and select ORD_CODE for the column. In the field Report Parameter Line Number you MUST enter the parameter that the report PZORDF uses that corresponds to ORD_CODE. If you go to Administration | Setup | Reports and query for PZORDF you’ll find the canned Print PO report. Click on the Parameters tab and find the parameter SEL_ORDER. The parameter line for this value is what you want to specify in your field for Report Parameter Line Number.

Enter 15 for the nest parameter and in the column field enter :MP5USER. This is the user currently logged on. These are the requirements to make the report send with the e-mail notification. Use the other parameters for whatever information you want to include in the body of the e-mail.

Useful Tip:

It would be a good idea to create a condition on your e-mail notification setup for the user defined field to say that it is not empty. That way if someone forgets to enter an e-mail address in your user defined field the e-mail notification won’t fire with nowhere to go.

With flex we could auto-populate the user defined field with the e-mail address of the supplier contact. You could also use a user defined checkbox and a condition to give the user the power to check the checkbox to confirm that he wants the PO to send via e-mail. There’s a lot you can do with Infor EAM.

For any questions related to this article or for any other information or requests, please leave a comment or visit our Contact Us page and submit a request. Thank you for reading!