Window

New Feature

Creating a New Work Turnover Record

• Outgoing Shift: The outgoing shift that is leaving and therefore turning over their work to the incoming shift
• Incoming Shift: The incoming shift that is coming and accepting the work from the outgoing shift

Customer Contract Detail

• In TRAX Version X and all later releases, the Customer Contract Detail window contains an interactive display that allows users to set up all necessary Customer Contract configurations from the same window. This new display contains all of the same functionality as the classic Customer Contract detail, but the information is organized through new buttons at the bottom of the window. When either button is selected, a selection window pops-up where exact information (such as flat rates fees, tax percentages, labor costs, etc.) can be added to the contract. This layout provides users with a more intuitive method of applying information to the contract.

Customer Invoice Authorization Other, Detail

• Sub Category: Select from one of the following drop down options:
  • Labor Flat
  • Labor Surcharge
  • Material Flat
  • Material Surcharge
  • Miscellaneous
  • Tax

Engineering Pending Release

• W/O Location: Indicates the Work Order's creation date
• W/O Sched Start: Indicates the Work Order scheduled start date
• W/O Printed Date: Indicates the date and time that the Work Order was printed

Import W/O N/R Task Card Button

• Criteria for W/O N/R Task Card Import file:
  • Scheduled Start Date
  • Hour (Start)
  • Min (Start)
  • Scheduled End Date
  • Hour (End)
  • Min (End)

Import W/O Task Card Button

• Criteria for W/O Task Card Import file:
  • Schedule Start Date
  • (Start) Hour
  • (Start) Min
  • Schedule End Date
  • (End) Hour
  • (End) Min

Invoice Header Button, via Customer Invoice Authorization Invoice

• From the Customer Invoice Authorization Invoice window, select the Invoice Header button.
• The user can also choose to add an invoice description by selecting the Notes button. For information regarding the Notes button, refer to the Notes Button, via the Standard Buttons which can be found in the System Standards Training Manual.

Invoice Cancel Button, via Customer Invoice Authorization Invoice

• The Invoice Cancel button allows the user to cancel an invoice in the event that a change to the Work Order must be made.

Invoice Flat Rate

• Terms: The terms of payment may be defined on the Customer Contract Header by selecting from the pre-defined listing established in the System Transaction Codes. For additional information, please refer to the Terms section of the System Transaction Codes Training manual. Terms may be changed for a contract as required.

Invoice Merge Button, via Customer Invoice Authorization Buttons

• PBH: The Power By Hour indicator will appear when an invoice contains a PBH item in the invoice

W/O Task Card Item, Work Accomplished Tab, via the Items Multi Button

• Entered in Error checkbox: Select this checkbox if the Item was entered in error
• Note: Item entries cannot be deleted. Items entered in error will still be visible by supervisors after the N/R T/C Item work is accomplished.
• RII checkbox: Indicates if the Item requires inspection. This is only available for Items following the first Item
• Notify Inspection checkbox: Allows users to notify the Inspection department which is assigned the N/R T/C. This checkbox is only available for the first Item.
• Notify Engineering checkbox: Allows users to notify the Engineering department which is assigned the N/R T/C. This checkbox is only available for the first Item.
• Notify Planning checkbox: Allows users to notify the Planning department which is assigned the N/R T/C. This checkbox is only available for the first Item.
• Notify Appearance checkbox: Allows users to notify the Appearance department which is assigned the N/R T/C. This checkbox is only available for the first Item.
• Inspection Only Item checkbox: Indicates that any Item after the first Item does not require to bed signed-off by an inspector. The same person can complete the Item and the Work Accomplished for the item. The first Item cannot be selected as Inspection Only.

Work Order Header, Allowed Location Override Tab

• The Allowed Location Override tab is used to recommend locations and/or sites where work can be performed for attached Task Cards and Defect Reports.

Work Order Header, General Tab

• Closed Status: The Work Order can be re-opened with security access

Work Order Task Card Assignment

• Task Card Start Date: The Start Date/Time of the required Task Card(s)
• Task Card End Date: The End Date/Time of the required Task Card(s)

  Note: This date/time is calculated differently for scheduled Task Cards and Non-Routine Task Cards. Scheduled T/Cs end date/time is based on the elapsed Man Hours for each Item on the T/C, while N/R T/Cs end date/time is the same as the W/Os end date/time. For more detailed information refer to the Task Card Button, Schedule Tab and the Non-Routine Task Card Button, Schedule Tab via the Production Training Manual.

• T/C Skills MH (Man Hours): Signifies the total Man Hours required to complete the work for each Skill on the selected W/O T/C. Each number in this field represents a Skill in the T/C Items which will indicate the amount of hours required to complete the particular Skill. For each Item Skill, the Man Hours required for each Skill are multiplied by the amount of Men Required to complete the Item's task.
• T/C Skills MR (Men Required): Signifies the amount of Men Required to complete the work on the selected W/O T/C. Each number in this field represents a Skill in the T/C Items which will indicate the amount of workers required to complete the particular Skill. If a Task Card's Items all contain the same Skill, all Man Hours required are added together. If a Task Card's Items contain different skills, the Man Hours required for each skill are listed individually (see MH above).

W/O Non-Routine Task Card, Optional 1 Tab

• Was the Reference Document marked AD? (Yes/No drop down): The drop down field will automatically default to 'Yes' if the associated Scheduled Task Card Category code is 'EA-AD, EO-AD or ROUTN-AD.' This field will default to 'No' if one of the specified Category codes is not selected. A user without permissions will not be able to change the defaulted values.

W/O Non-Routine Task Card Express, Informational Tab

• Supervisor Rejection History button: If multiple rejection reasons have been entered by a Supervisor, selecting this button displays all of the multiple reasons why the Supervisor rejected the N/R T/C. When selected, the following window pops up:
• Inspector Rejection History button: If multiple rejection reasons have been entered by an Inspector, selecting this button displays all of the multiple reasons why the Inspector rejected the N/R T/C. The pop-up window looks like the Supervisor Rejection History window (above).

W/O Task Card and Non Routine Print Button, via W/O Task Card and Non-Routine Search

• The Print button allows the user to print all search results that populate the query section of the W/O Task Card and Non-Routine Search window.

W/O T/C Assignment Workshop, Task Card Assignments Tab

• Task Card button: Selecting the Task Card button will take the user to the correct Task Card in the W/O Task Card window