Managing Work Order Cost Distribution History

You can use the Distribution History tab to confirm the work order costs assigned to individual assets, and to roll back work order costs as needed.

Topics

Reviewing Work Order Cost Distribution History

Review a list of distributed work order costs in the Distribution History portlet if you want to confirm the work order cost assigned to individual assets.

To review work order cost distribution history

  1. Navigate to the Work Order portlet and use Search to locate the work order for which you want to review costs.

  2. Click the work order link in the Record ID column.

    Civic Platform displays the work order details on the Summary tab.

  3. Click the Distribution History tab.

    Civic Platform displays the cost transactions completed for the selected work order.

Rolling Back Work Order Cost Distribution

When you roll back costs, you remove all the costs assigned to assets in a transaction. For example, you have a work order cost transaction that distributes costs to three assets. You want to roll back the costs for one of the assets. In order to do this, you must roll back the costs for all three assets included in the work order transaction.

To roll back work order cost distribution

  1. Navigate to the Work Order portlet and use Search to locate the work order for which you want to review costs.

  2. Click the work order link in the Record ID column.

    Civic Platform displays the work order details on the Summary tab.

  3. Click the Distribution History tab.

    Civic Platform displays the cost transactions completed for the selected work order.

  4. Select the transaction numbers you want to work with.

    Civic Platform automatically selects all transactions with the same transaction number.

  5. Click Undo.

    You are prompted to confirm whether you want to roll back all the costs.

  6. Click OK to proceed.

    Civic Platform rolls back all the costs for the selected transaction.