NextGen FSM
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Reference: Accounting monitor

Features > Core > Work Order Management > Accounting Monitor

Filters

If you fill in this field, it automatically populates some of the other sections:


Field

Type

Description

Options

Select saved search

Dropdown

A saved search for a work order (WO)

Varies

Intervention

Field

Mandatory

Type

Description

Options

Operation center

Yes

Dropdown

The operation center associated with a WO

Varies

Work center

No

Dropdown

The work center associated with a WO

Varies

Enterprise

No

  • Enter

  • Search

The Enterprise associated with a WO 

Varies

Scheduling date

No 

Calendar select

When the WO was scheduled

  • From

  • To

Execution date

No

Calendar select

When the WO was executed

  • From

  • To

Intervention status

No

Dropdown

What status the WO is in.

Varies, but options include:

  • Open

  • Closed

Current user relationship

No

Checkbox

Indicates if the customer is currently a user

  • Blank

  • Yes

  • No

Execution data

Field

Type

Description

Options

Outcome cause

Dropdown

The result of the intervention

Varies, can include:

  • Cancelled

  • Completed

Material presence

Checkbox

If the materials were at the site

  • Blank

  • Yes

  • No

Attachments availability

Checkbox

If the attachments were available

  • Blank

  • Yes

  • No

Technical data availability

Checkbox

If the technical data was available

  • Blank

  • Yes

  • No

Validation status

Field

Type

Description

Options

Intervention validation

Dropdown

The validation status of the intervention

Varies, can include:

  • Automatic validation

  • Validation in progress

Manpower validation

Dropdown

The validation status of the resources

Varies, can include:

  • Automatic validation

  • Validation in progress

Transmission status

Dropdown

The validation status of the transmission

Varies, can include:

  • To send

  • Sent in error

Resources

Field

Type

Description

Options

Resources

  • Enter

  • Search

The resource (technician) associated with the WO

Varies

Resource management

Dropdown

The type of resource management used

  • Enterprise container

  • Normal 

Resource validation

Dropdown

If the resource has been validated

  • Automatic validation

  • Manually validated

  • To be validated

  • To validate on mobile

  • Validation in progress

Include assistants

Checkbox

If assistants are counted in the resources

  • Blank

  • Yes

  • No

Absent

Checkbox

If a resource was absent

  • Blank

  • Yes

  • No

Materials

Field

Type

Description

Options

Material

  • Enter

  • Search

Materials used for a work order (WO)

Varies

WO data

Field

Type

Description

Options

WO code

Alphanumeric

The code that identifies a WO in your system

-

External system WO code

Alphanumeric

The code that identifies a WO in other systems

-

WO status

Dropdown

The status of a WO

Varies, can include:

  • Schedulable

  • In charge

Operation status

Dropdown

The status of an operation

Varies, can include:

  • Planned

  • Submitted

Request type

Dropdown

The type of WO request

Varies

Service type

Dropdown

The type of service needed for the WO

Varies

Facility type

Dropdown

The type of facility that needs the WO completed

Varies

Technical object code

  • Enter

  • Search

The code associated with the WO’s technical object

Varies

Town

Alphanumeric

The town where the WO takes place

-

Free parameters

Field

Mandatory

Type

Description

Options

Free parameter

No

Table 

Conditional clauses that define what types of WOs are filtered

Select a clause from the table or add one