The Completion of a Plant Service Order, using the 'Complete PSO' button, gives the PSO a Status of Complete.
- If the Recurring type is 'None', then that is the completion of the process
- If the Recurring type is From Start or From Completion, then a new PSO will be automatically created for the next instance of service under the Policy on the PSO being completed
Note that the Completion process does not 'Close' or 'Finalise' the Job Code under which the work is being done.
The PSO Completion box at the bottom of the screen holds the required completion details for the PSO
Before a PSO can be completed you must:
- Select a Person from the 'By' dropdown in the PSO Completion box, being the person who has indicated this PSO is complete. This is mandatory.
- If the meter is not Calendar Days based, enter a Completion Meter Reading. This is required data, as it is the basis of setting the Activate Meter Reading and the Start Date in the next PSO that will be created in the sequence This is done from the Meter Reading button. The Plant Code, Plant Meter and PSO Number will default from the PSO through to the reading. The date entered on the meter reading should be the Completion Date. The Assumed Daily Rate resulting from the meter reading will display
This data will display as below:
- Click the 'Complete PSO' button. You will be prompted to automatically create the next PSO in the sequence under this policy, which you would always do
- In the event that you have not entered a Completed By person or a Completion Meter Reading, you will be warned as below. You cannot exit the PSO until this has been done
- The new PSO will then display.
Note the Parent Plant Service Order number (being the previous PSO in the sequence) is displayed at the top of the screen
...
, and the following data will automatically be created on the
...
next PSO in the sequence
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.
- Created Meter Reading; : this will default to the Completion Meter Reading of the previous PSO
- Activate Meter Reading; : this will default to the Completion Meter Reading of the previous PSO plus the Service interval of the Policy under which the service is being done
Start Date
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: If the Recurring setting is From Start
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:
- The process calculates the number of days until the next service is due as
- = (Activate Meter Reading of the new PSO - – Activate Reading of the previous PSO) / Assumed Daily Rate.
- The Start Date is then Completion Date plus this number of days
If the Recurring setting is From Completion
...
, The process calculates the number of days until the next service is due as:
- = (Activate Meter Reading of the new PSO - – Completion Reading of the previous PSO) / Assumed Daily Rate.
- The Start Date is then Completion Date plus this number of days
PSO Process Dates tab:
- This tab presents on a single screen all the relevant dates to do with this Plant Service Order
PSO Cost Sheets tab:
- Where a Plant Policy and / or its related Plant Service Orders are to be costed for the purpose of a budget for the work or a Procurement List for the required materials, Costs Sheets will be used.
- The Cost Sheet functionality is inherent in the Quotations module and the Procurement module. Refer to those manuals for further details