Work orders/lease - grouping into collective elements

Introduction

The document shows how lists of work orders/construction elements can be linked together. This allows you to create data in the system using a tree of dependencies between orders. This facilitates navigation and grouping of information.

We will base the example on the lease settlement system. The system has a number of structural elements, all of which are grouped into one lease settlement order. This allows for a quick review of delivery documents related to the main settlement account, but also division into individual structural elements in order to analyze the implementation of activities.

Preparing the structure

The first step is to determine the numbering of individual objects. We use the names exchanged between this system and the supplier’s system. Defines a given object with a billing account.

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Figure 1. Definition of contract scope numbering

For this scope, we create a new collective order that will be used to define the lease and collect data in electronic exchange.

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Figure 2. Bulk orders

Additionally, we add a new settlement account for this order, which we created as an account grouping costs for a given object (work order group).

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Figure 3. We add a collective settlement account

We select all work orders/construction elements according to the selection and use quick editing to assign them the parent order that we have just created.

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Figure 4. We select work orders and move them as child orders

During editing, we can also easily edit many parameters/data, e.g. the type of orders, their status, priority and status.

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Figure 5. Changing the parent order with changing additional parameters

As a result, we obtain a ready-made order structure that allows us to organize a wide list of basic work orders/construction elements. The data will also be in the system, appropriately grouped/broken down into individual cost centers.

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Figure 6. The end result - a tree of orders

Leases

In the case of lease settlement systems, we can also easily modify the basic parameters of a given main order. Use the context menu to edit information about leases.

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Figure 7. We edit information regarding leases

Using it, we can set the default supplier, lease rate or define additional parameters necessary to correctly calculate contract data.

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Figure 8. We determine the supplier/rate and parameters
This Howto is based on system version 1.21.0.0 (03.2023) and presents features that may not be available on your system. Ask AMAGE to provide this functionality.
Due to the ongoing development of the system, some screens or configuration files may look slightly different, but will still retain the full functionality described here. This does not affect the essential functions described in this document.