FUNCTIONAL DESIGN Modified eAM Work Order Entry Form

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Topical Essay
CSX Intermodal is a multi-modal form of transportation that uses rail and road to efficiently move consumer goods in containers and trailers through domestic and international supply chain. CSX pays for the repairs to equipment entering, exiting and stored in its facilities. The Repair Vendors evaluates each repair and enter Work Order (WO) through Oracle eAM module. The out of the box Work Order entry form is lengthy with many unnecessary fields. This document outlines the basic business needs and functional requirements for the customization of Work Order Entry form.

Current State

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Unn ece ssar y Zon es

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Future State: Header Section of Work Order Entry Form

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Header Section of Work Order Entry Form: Field Definitions

Field
Supplier Name

Type
ReadOnly/ Required ReadOnly Required

Description
This field will be auto-populated based on the suppliers login. If the user is internal, they will be able to select a Supplier and manually create invoicing on their behalf. This field will be auto-populated based on the supplier. Dropdown LOV: Container Chassis Trailer Hostler Lift Equipment Depending which equipment type, is selected, certain fields are not active. This field will a drop-down LOV based on Repair Equipment Type selection and user. If the user is a member of the ISS Staff or CCT Maintenance User Group, then the LOV should include both In Service or Termination. Otherwise, the only option in the LOV should be In Service. This field is the physical location where the repair was made, based on values in the Supplier Table. If only one option is present, that should be the default. If more than one value is present in the Supplier Table, the system should default as null; a drop-down LOV should display all options for that supplier. The Repaired Equipment is comprised of two segments: Mark and Number. The Repaired Equiment should be a validation against eAM Asset Table for a match, else do not allow the work order to be submitted. Field is only active if the equipment type is Container, Chassis, or Trailer. Dropdown LOV: Load Empty Bare Field is only active if the equipment type is Container, Chassis, or Trailer. Pool Type will auto-populated based on equipment identifier in Asset Table. Pool Type value will null if the equipment is not found in the eAM Asset Table. Field is only active if the equipment type is Container, Chassis, or Trailer.

Address Repair Equipment Type

Business Type

Required

Service Location Repair Equipment Mark / Repair Equipment Number

Required Required

Load / Empty / Bare

Required

Pool Type

ReadOnly

Manufacturer

Optional/

If the equipment type is Container, Chassis, or trailer

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Field

Type
Required/ ReadOnly

Description
The left column version of the field should be active (See screenshot) the center column version should be inactive. If business type = In Service, and the estimate cost is greater than USD450, then this field will be required (validated upon invoice submission). Otherwise, the field is optional. If the equipment type is Lift or Hostler The left column version of the field should be inactive (See screenshot) the center column version should be active.

Date Built

Optional/ Required/ ReadOnly

Field will be populated based on the Repair Equipment ID, per the asset table. If the equipment type is Container, Chassis, or trailer The left column version of the field should be active (See screenshot) the center column version should be inactive. If business type = In Service, and the estimate cost is greater than USD450, then this field will be required (validated upon invoice submission). Otherwise, the field is optional. If the equipment type is Lift or Hostler The left column version of the field should be inactive (See screenshot) the center column version should be active.

Associated Equipment

Optional

Field will be populated based on the Repair Equipment ID, per the asset table. This field will contain the associated unit. This field will be a combination of Mark and Number. Field is only active if the equipment type is Container, Chassis, or Trailer.

Foreign RR PO Number

Optional/ Required

This field will contain the foreign railroads PO; field is required if the Damage Responsibility line item is Owner and the Equipment Owner is not CSX. (Damage Responsibility is in the line items section, therefore, this validation should be evaluated upon attempt to process the work order) Field is only active if the equipment type is Container, Chassis, or Trailer. Work Order Number is auto-assigned upon creation; generated in non-repeating sequence (Current Date) Defaults to values based on activity, but may be modified via LOV.

Work Order Number Work Order Date Work Order Status

ReadOnly ReadOnly Required

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Field

Type

Description
"In-Service" Work Order Statuses: Pending Vendor Review o Assigned upon Work Order creation if created by a member of the ISS Staff, CCT Maintenance Staff or Lift Maintenance Staff Maintenance in Process o Assigned once vendor acknowledges work order created by CCT Maintenance Staff, Lift Maintenance Staff, or ISS Staff, and adds an estimate under the threshold o Assigned if Repair Vendor creates a work order directly with an estimate under the threshold o Assigned if CSX approves Pending CSX Approval Work Order Pending CSX Approval o Assigned once vendor acknowledges work order created by CCT Maintenance Staff, Lift Maintenance Staff, or ISS Staff, and adds an estimate over the threshold o Assigned if Repair Vendor creates a work order directly with an estimate over the threshold Declined o Option available to CCT Maintenance Staff, Lift Maintenance Staff, ISS Staff users Complete Cancelled o May be manually set by Repair Vendors, if a declined Work Order will not be corrected/resubmitted o May be manually set by ISS Staff or CCT Maintenance Staff

Estimate Amount

Required/ ReadOnly Required

"Termination" Work Order Statuses - Complete o Assigned immediately upon Work Order submission if business type = Termination. This should be the only option available (no HOLD, etc) If the user is a member of the ISS Staff, CCT Maintenance, or Lift Maintenance Staff, this is an enterable field. Else, the field is a ReadOnly sum of the line items. The Lift/Hostler ID should be a validated against eAM Asset Table for a match, else do not allow the

Lift/Hostler ID

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Field

Type

Description
work order to be submitted. Field is only active if the equipment type is Hostler or Lift. User input Field is only active if the equipment type is Lift or Hostler. Determined based on Supplier Expenditure Org will be auto-populated by system based on Project Accounting Logic. Expenditure Org will be auto-populated by system based on Project Accounting Logic. Expenditure Org will be auto-populated by system based on Project Accounting Logic. Expenditure Org will be auto-populated by system based on Project Accounting Logic. Free-form text and/or populated by supplier (RV) Free-form text and/or populated when CSX updated Invoice status to Approved Populated based on code selected when CSX declines an invoice Free-form text entered to support declination codes entered when CSX declines an invoice Required only if Equipment Type is Container, Chassis or Trailer and the Estimate Amount >= repair threshold. (Standard FND ATTACHMENTS feature)

Engine Hours BPA Number Project ID Task ID Expenditure Type Expenditure Org Comments Approval Notes Declination Codes / Description Declination Notes Attachments

Optional ReadOnly ReadOnly ReadOnly ReadOnly ReadOnly Optional Optional ReadOnly Optional Required/ Optional Add/update/r emove functionality

Line Item Details Section

If the user is a member of the ISS Staff, CCT Maintenance, or Lift Maintenance Staff, there is no requirement for a line item section. Else, see the CCT Invoice MD-050 and Lift Invoice functional requirements form section, field definition, and validation logic is identical. See master templates for layout.

Audit Trail/Notes Section

See the CCT Invoice functional requirements and Lift Invoice functional requirements field definition is identical. See master templates for layout.

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User Procedures
User groups include: -

Internal: CCT Maintenance Staff Internal: Lift Maintenance Staff External: ISS Staff External: Suppliers

The WO Entry form will be available to the External Suppliers via Portal where other related forms will also be available e.g. CCT Invoice and LIFT/HOSTLER Invoice entry forms. The Internal users will access the WO Entry form via Oracle.

Assumptions
This design assumes that the following statements are true: The Suppliers will be assigned a custom responsibility to enter only their WOs. ISS Staff, CCT Maintenance Staff and Lift Maintenance Staff can create WOs on behalf of any valid suppliers. The Suppliers credentials to log on to the Portal will already be in place and communicated to the User(s).

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