The Quantity field on a Work Order record and the # of Units field on a Work Order Taskrecord indicate how many items were worked on during the course of the Work Order or Task. The Units field on the Work Order Asset record indicates how many units each Asset represents. These values (Quantity, # of Units and Units) help the system calculate how much it cost to work on each Asset.
The user can opt to manually enter a Quantity or allow the system to calculate the value. There are two types of calculations the system can perform:
Count - Usually applied when the Work Order involves discrete assets that are considered individual units. Theoretically, the work performed on each asset is the same amount. The result of the calculation is the total number of assets worked on.
Example:Painting Fire Hydrants - The crew painted five fire hydrants. Quantity = 5
Sum - Usually applied when the Work Order involves assets that can vary significantly in size. Assuming that a larger requires more resources to work on than a smaller asset; the amount of work performed will vary depending on the asset. To produce the sum, the system adds the values of the same metric (e.g., length, area, etc.) from each Asset record.
Example:Cleaning Sewer Pipes - The crew cleaned two sewer pipes, which totaled 500 linear feet of sewer pipe. Quantity = 500
Note: If there are multiple types of Assets on the Work Order, the system performs the sum function only on those Assets that are of the same Category as the Work Order.
The Category of the Work Order determines which calculation method (count or sum) the system uses to determine the Quantity. The system calculates quantities only when the Work Order Category is associated with an Inventory module.
In the Category Setup module, select the desired Category. The Classification field must say "Inventory Items."
On the Setup tab, set the UoM Type to "Sum."
In the UoM Field field, select the field from the related Inventory module that the system should add to produce a sum.
Note: This will typically be a length or area field. For example, if the related module is a Pipe Inventory you would want to select its Length field.
Note: To choose a field that does not appear in the list, select Custom and then type the field name in the text box.
Set the Unit of Measure to something that represents the measurements being added together. This value will be carried over to the Work Order, clarifying what the Quantity field measures.
Create a new Work Order and select the sum-configured Category.
In the new Work Order's Asset grid, add one or more Assets of that Category.
Look at one of the Asset records' Units field. It should display a value from the item's corresponding Asset Inventory record—specifically, the value of the field you selected for the UoM when configuring the Category.
Check the Work Order > Quantity field. It should show a sum of the Units values for all records in the Asset grid.
Note: If there are multiple types of Assets on the Work Order, the system performs the sum function only on those Assets that are of the same Category as the Work Order.
How to configure a Category for a Count calculation
to save the Category Setup record.