WORK ORDERS AND REQUESTS

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Contents

Introduction

Work Orders are created to facilitate business relationships between service organizations and customers. Customers describe specific requests for services that are to be fulfilled by the service organization in Work Orders. Other details, such as due dates, billing information and special instructions may also be provided.

This module has been designed for use in conjunction with other business and support modules in PPDM version 3.6. Important relationships with projects, electronic information and product management, seismic, wells etc. are described in this reference guide.

Business Process Overview

Purpose

The Work Order module provides a mechanism for describing work requests from customer to service organization.

Description

Increasing recognition of the value in business specialization has encouraged the creation of a new generation of service organizations. Exploration and Production (E&P) Companies now outsource many functions that for many years were managed internally. For example, brokerage searches, seismic processing, records management, tape copying and help desk support are all functions that today are commonly supported by service companies.

Both customer and service provider require a mechanism for tracking the work that is requested. This allows the customer to ensure that a request is documented and fulfilled correctly, and gives the service provider backup for billing purposes. Although these documents are referenced using many names, Work Order is the most common. A Work Order is simply a document that describes work or service to be provided, due dates, shipping information and billing information. In many countries, a Work Order is actually a type of contract and is legally binding.

The requirements of the Work Order for services may be called obligations; in some business practices it is useful to list the obligations that are incurred by the service provider (tasks to be done) or customer (fees to be paid). While most organizations have an accounting package that tracks details of payments, it is useful to provide a pointer from the Work Order into the accounting system (as an AFE or cost center number).

From the service company’s point of view, the Work Order is used to initiate a series of activities. In PPDM, these activities are grouped together as a project. High-level project plans or templates can be designed to support each type of Work Order; these plans are associated with specific projects created for each Work Order.

Inter-relationships between service organizations can make fulfilling a work order complex. For example, a service company handling tape-copying services may not send a copied tape to the client, but to another service company for additional handling. Capturing the relationships between Work Orders both within an organization and with external organizations is consequently an important component of service operations. In fact, many Work Orders are fulfilled without any products ever reaching an employee of the client organization.

In PPDM 3.6, the Work Order support module is not intended for stand-alone implementation; many other components are necessary to provide robust support for work order management.

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