Work Orders and the Matrix/R & R Interface

Work Orders and the Matrix/R & R Interface

For meters configured to use the Matrix R & R Interface, dispenses are tracked by work order. This version of Matrix requires that work orders entered at a Matrix PC or at a meter, be validated before fluid can be dis- pensed. Once the dispense is complete, the appropriate charge for the fluid will be automatically posted (added) to the work order (RO) in R & R.

Adding Work Order From PC

1.To add a work order, left click Add Work Order, located in the upper left corner of the screen (FIG. 52).

Operator Screens

For more information on what validation and post- ing means, see Work Order Validation and Work Order Posting below and on page 29.

To override validation, check the Don’t validate RO checkbox. To override posting of charges, check the Don’t post charges to RO checkbox. Enter a Matrix administrator’s user name and password. If posting charges is overridden, the Add Parts button is disabled.

6.At this point you may click, Send To Meter or Add Parts.

Clicking Send To Meter will submit this work order for validation. If successfully validated, the work order will be sent to the meter and appear in the meter’s work order list. If the work order is not vali- dated, a popup window similar to FIG. 53 will appear; you can either retry or cancel. Until the work order is successfully validated, the work order will not appear in the meter’s work order list.

FIG. 52 Add Work Order

2.Select the desired meter from the drop-down box. This is the meter that will dispense the fluid on the work order being entered.

3.Enter a work order number, up to 12 characters. This must exactly match the RO number in R & R.

4.Enter a numeric job code. The number entered into this field corresponds to the job (line) on the R & R RO to which the oil should be charged. It cannot be left blank or not be a number. This field is where the user tells Matrix where on the R & R RO the fluid part must be added.

5.Matrix administrators have the ability to override work order validation and/or posting of Matrix-gen- erated charges to the work order.

FIG. 53 Validation Failed

Clicking Add Parts will allow you to “attach” one or more non-fluid parts to this work order on a screen that looks like FIG. 54.

FIG. 54 Add Parts

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