PM Order: Which Planner Group Create Order

[Former Member]

Hello,

I have a requirement from my client that I am trying to do but in vain! Is there any way to get the information regarding the orders created from any particular planner group (like; Mechanical)??

We have the facility to see the planner group who responsible for the order. But if an workshop guy want to see how many orders come from Electrical department, for example there is no option to track. This can happen for other department as well. Like, if Mechanical department want to see how many work orders came from electrical department there is no way to track it yet. Is there any way?? Thanks in Advance....

[MTerence · Accepted solution]

Hi,

This looks like a gap in your process.

What do you mean by "come from Electrical" ? Do you mean Work orders created by Electrical Planner Group and sent to Workshop Planner group ?

Responsible planner group is assigned to equipment and it flows to work order from that point. In work Order you have only one place where you update the planner group, so you cannot achieve your solution using Planner Group.

You need to use a custom field in the order or make use of PM Activity type (purpose of this field is different)

Regards

Terence