Filter
Top Products
Operator Screens
312353B 29
Add Parts To Work Order
In the drop down list at the top left, select the category of
parts you wish to choose from; the parts loaded into
Matrix in that category (appear in the list box on the left.
Click Add>> to select the part. Selected parts appear in
the list box on the right. Clicking the Clear All button
removes the entire list of selected parts. Individual parts
can be removed from the selected list by selecting the
part and pressing Remove Part.
When finished adding parts, click Send To Meter, which
submits this work order for validation. If successfully val-
idated, the work order is then sent to the meter and will
appear in the meter’s work order list. The list of selected
parts are not physically sent anywhere; Matrix “remem-
bers” the selected parts list for this work order until the
fluid has been dispensed and successfully posted to the
RO in R & R; once this has happened, the selected
parts list is also posted to the RO.
Work Order Validation
A work order is considered “validated” if within the R & R
DMS it meets these criteria:
1. The work order exists, including the user-entered
job number on that work order.
2. The work order is open and is not currently being
edited. Matrix cannot post charges to work orders
that have been closed.
3. The status of the work order must be such that addi-
tional parts/charges can be added to the work order.
Depending on the activity level of the network and the R
& R DMS, the time it takes to validate a work order can
range from a few seconds to 30 seconds.
If the work order is not validated, a message similar to
F
IG. 55 will appear, stating the reason why it could not
be validated. Right click on the work order to try validat-
ing it again or correct the core problem (e.g., if someone
has the work order open and is editing it, retry again
when they are out of it).
Work Order Posting
Matrix does not add any parts or other charges to a
work order (RO) on the R & R DMS until the Matrix sys-
tem has dispensed fluid against that work order. Upon
completing a fluid dispense, Matrix will do the following:
1. Record the amount dispensed in the meter dis-
pense history.
2. Based on the unit and measure pricing configuration
for the fluid dispensed, the appropriate part or GOG
charge is determined.
3. The part of GOG charge is sent to the DMS for that
work order. See “Interface Behavior, Parts and
GOG” on page 52 and Table 1 on page 53 for more
details
If a posting is successful, the Dispense History will
appear similar to the one shown in F
IG. 56. To view
more detailed posting status, right-click on the Work
Order Record and select View Posting Details
(F
IG. 56). Additional posting details will appear in a
popup screen (F
IG. 57). This information is also
available in report format using Matrix Reporter.
F
IG. 55