One frustration that I have always had with MP2 is that it doesn’t provide a good way to drill down through the location hierarchy to find an equipment record. At least not from within the Work Order application, which is usually where you’d like to see it.
Although I can’t make MP2 work as smoothly as some other programs like Maximo or Infor EAM, I can show you a simple trick to perhaps ease some pain by making the Equipment lookup a little more location centric.
It involves making some changes to the screen layout. You can follow these steps on the image, below.
Open the Work Order application. Open any work order and navigate to the Equipment and Details tab.
Open the lookup for the Equipment field.
Click and drag the Location and Sub-locations fields so that they appear in order on the left. Also make any other changes to the column order.
(optional) Click and drag on the column dividers change the column widths, as desired.
Open the Sort drop-down menu and select “New”.
Provide a name for the filter and specify the ordered column(s), as desired. Click the OK button. TIP: You can only use three columns for the sort order. If the location is always the same for all equipment, you might want to skip it and start with ‘Sub-location 1’.
Don’t forget to click the Save Layout button.
Next time you open the lookup, you will immediately see the locations and sub-locations on the left, followed by the equipment number. The sort order that you created will also be the default.
Like this idea and wish that you could roll it out to all users? Would you like make a standard set of screen configurations for all your technicians, etc.? Give me a call – I have a trick that can help you do it.
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