The Work Order Query frame is similar to the Work Order Management frame but allows you to focus on specific work order jobs.
You can select filters within Selection Criteria to generate query results. A value is required in at least one of the following fields: Unit, Dept, Comp, Work Order, MCC, Tech Spec, or Requisition No. If all of the fields are blank, you will not be able to generate the query.
You can filter on one, all, or any combination of selection criteria filters, and then select Retrieve.
Unit, Dept, Comp, Work Order |
MCC |
Tech Spec |
Owner Dept |
Using Dept |
WO Location, Location Group, Login Location, Last Location |
Warranty Jobs |
WO Reference |
Job Note |
Job Code, Partial Job Code |
Job Reason |
System Code |
Requisition No. |
Job Status |
Job Location |
Symptom |
Source |
Resource Type |
WO Project Code |
Statuses |
Open |
Completed |
Closed |
Meter Readings |
Primary Meter |
Secondary Meter |
Start, End |
Work Order Date Range |
Work Order Completed Date Range |
Work Order Close Date Range |
Work Order Open Date Range |
Note: You can only enter Work Order Complete Date Range and Work Order Close Date Range when you select a status of Completed or Closed. |
The Query Results i-frame displays the results that match your selection criteria.
You can limit access to attachments via a security template for this frame on Menu Maintenance.
Unit, Dept, Comp, Work Order number |
WO No.(link)
Opens the work order on the Work Order Main frame. |
WO Location |
WO Status |
Meter |
Job Code |
Job Desc |
WO Lead Job Status |
Job Open Date |
Job Location |
Job Rsn |
Reason Desc |
Project Code |
Job Status |
Status Desc |
Job Completion Date |
Labor Cost |
Material Cost |
CommJob Cost |
Note (Y/N) |
Warr Notes (Y/N) |
W (Y/N)
Indicates whether a warranty violation exists |
I (checkbox)
Ignore warranty for claim purposes |
Attach (icon) |
Resource |
Displays the totals for Labor Hours, Labor Cost, Part Cost, Comm Cost, and Total Cost.
Flag No. | Description | Notes |
5001 | Adopting 3-char SYSTEM code/10-char JOB code? | This flag allows the user to define how they wish their job codes to display. If "Y", a 3-char system code is needed with the job code like 02-013-001. If "N" (the default), M5 utilizes the standard job code like 02-13-001. |
5010 | Client Prefix Code | This system flag sets the Client Prefix Code, usually set by AssetWorks. |
5283 | Default the location on query screens to login location (Y/N)? | If the flag is "Y", the location on Work Order Query, Work Order Job Query/Work Order Management and Work Request Query screens will have a default value of login location. If the flag is "N", the location will be blank. |
5301 | Job Note Read Only?(Y/N) | If the flag is set to "Y", the job notes will be read only. If set to "N", job notes field will be open for editing. |
5376 | Display job related descriptions Y/N | If the system flag is set to "Y", it will display three additional columns, Job Description, Job Reason Desc, Job Status Desc to the right of each associated code; If the system flag is set to "N", it will retain existing structure and also be the system flag default to preserve current display. |
5428 | Validate project code on JOB? (Y/N) | If "Y", the project code must be a valid project code created in the table PROJECT_CODE. If this flag is "N", the user can enter the project code as a free form field. |
5430 | Enable WO Project Codes? (Y/N) | Default is "N" to preserve existing functionality. If "Y", display WO Project Code Column on Work order Main and Work Order Query. |
5433 | Display Primary Job Status Description? Y/N | The default value is "N". When set to "Y", the wo lead job status field will be displayed on commercial work order entry, work order query and booking appointments screens; For work order main/express, the field visibility is controlled by the 'WO Leading Job Status' attribute on the screen designer work order information control. |
5485 | # Of Days Back For Work Order Query Open Date Range | On the Work Order Query screen, show work orders opened this number of days back. For example, if set to 365, work orders opened within the last 365 days will be shown. |
See also:
Component
Main
Department
Main
Job Reasons
Job Status
Codes
MCC Main
Shop
Planning Resources
System Codes
Unit Main
Work Order Main
Work Order Management
Work Order Application Training User Guide
Last Updated: 06/24/2020, 03/2023
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.