Work order contract [Details]

This tab describes the period of the work order Contract selected on the [Results] tab.

It consists of 8 or 9 sub-tabs:

General information on the period, controls to be performed on disbursements: [General] tab, described below,
List of equipment covered by the contract, Work order contract [Details] [Equipment] Details ] [Equipment],
Distribution and calendar for assignment of the cost of the contract among the cost centers, Work order contract [Details] [Assignment], Detail ] [Assignment],
Purchase request schedule to be generated for the supplier, Work order contract [Details] [Purchase schedule] Details ] Purchase schedule],
Lists of work orders performed for the contract, Work order contract [Details] [Work orders] Details ] [Work orders],

Some tabs are similar to those of a Purchase Contract:

General

Period: Identifier of the period.
Quality: Service evaluation index. This area is filled in when the period is archived. This is a configurable values list.
Status: Status of the period. There may be several periods validated at the same time in a contract.
Name: Name of the period.
Start and end dates: Defines the period over time. Periods of a contract must not overlap.
Cancellation: Date as of which the person in charge must create and enable the next contract period; see Period renewal. This date is figured based on the advance notice time for the contract.
Cancellation = End date of the period - Advance notice time of the contract.
Work order lead time: Maximum work order lead time guaranteed by the supplier (in hours); for information purposes only.
Asset: Maximum stoppage time for an equipment item guaranteed by the supplier (in hours); for information purposes only.
Comment: Detailed description of the period.

Work order settings

Authorized inventory withdrawal: To be checked if it must be possible to perform inventory withdrawals for work orders allocated to the contract.
Authorized purchases: To be checked if it is possible to proceed with purchases for work orders linked to the contract.
Entries by calendar: To be checked if the cost accounting Assignments are governed by the calendar. Otherwise, the assignment is prorated to the work orders completed; see Work order Contract [Details] [Assignment].

Estimate

No. of work orders: Planned number of work orders. This information is useful for allocating against a schedule, see Assignment to the work order.
Average duration: Average estimated duration (in hours) of the work orders.
Contract cost: Total estimated amount for the period. Depending on the assignment method, this must be equal to the sum of the costs declared on the [Equipment] and [Assignment] tabs. This is the overall estimated envelope.
% progress:
Number of validated work orders × 100/Number of planned work orders
Duration of completed work order × 100/Total planned duration
Amount consumed over the period × 100/Planned cost of the contract period

Summary

For more details, see Summary of the period.

Included in lump sum

Lump sum price: Estimate of the amount consumed compared to the overall envelope as a function of the progress. Contract cost of contract × % progress
Surcharge: All costs not included in the contract: additional costs, inventory consumption, internal labor, miscellaneous operating costs.
No. of work orders: Number of validated work orders allocated to the contract.

Not inclusive

Surcharge: All costs of work orders outside the lump sum.
No. of work orders: Number of work orders performed over the contract period but defined as "outside the lump sum" (check box for the work order).

Surcharge: Surcharge outside the lump sum × 100/Total surcharge
No. of work orders: No. of work orders outside the lump sum × 100/Total No. of work orders

Total

Surcharge: Sum of the surcharges.
No. of work orders: Total number of work orders.
Total costs: Amount consumed over the period × 100/Planned cost of the contract period