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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…

Scenario:

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

NOTE: Screen designer is required

Solution:

  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!

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.

 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.