You can generate work order hierarchies from PM hierarchies
and from PM records that have associated routes.
About this task
When generating work orders, the system evaluates all PMs
in the hierarchy to determine if any are due to generate work orders:
- It first evaluates the top-level PM, and if that PM is due, the
PM triggers the PM hierarchy to generate its work order hierarchy.
- If the top-level PM is not due, the system evaluates each child
PM in the hierarchy. If it finds a child PM that is due, and the Use
this PM to Trigger PM Hierarchy check box is selected
on the child PM, the child PM triggers the PM hierarchy to generate
its work order hierarchy.
- The system inserts each work order into a work order hierarchy
at the same level as the PM that generated it.
- If the system cannot generate work orders for one PM in a hierarchy,
it does not generate work orders for any PMs in the hierarchy. For
example, if it has a GL account that is not valid, work orders are
not generated.
You can apply routes to PM records. When you generate work
orders for a PM with an applied route, you generate a work order for
the work asset on the PM record, and a work order task for each asset
listed on the route.