Set Maintenance Order to Under Preparation
Explanation
This activity is used to set a maintenance order to the Under Preparation
status. This is done once the planner has assigned required events to the
maintenance order.
When a maintenance order is set to the Under Preparation status, you
have the option of releasing all resource and material demands included on the
order. When this is done, material can be reserved or pegged to the maintenance
order at an early stage. For the resource demands, corresponding resource activities
will be generated. For more information on releasing maintenance order demands,
refer the Release Demands
activity.
When a maintenance order is in the Under Preparations status, it is
possible to:
- Specify task cards for events without connected task cards
- Add additional task cards or cancel task cards that are no longer valid
- Add additional events to the maintenance order
- Change the grouping ID for a maintenance order with the Execution
Logic Structure distribution type
- Connect documents to the task cards
- Release resource and material demands on the maintenance order, if the
demands have not already been released
To set a maintenance order to the Under Preparation status, click
Status, and then click Under Preparation from the
Manage Maintenance Order
page. You can also set a maintenance order to the Under Preparation
status from the New Maintenance Order assistant.
When setting the maintenance order to the Under Preparation
status, click Release Material and Resource Demands if you want to release material and resource demands on the maintenance
order. Disable the option if demands will be released at a later stage.
Prerequisites
- A maintenance order in the Initial Scope Definition status must
exist.
- At least one event must be connected to the maintenance order. If predefined
task cards exist for the event, the connected resources and material must
be valid at the maintenance order site. For resources, the site connection
is set in the Connections tab in the
Resource Details page.
System Effects
- If task cards have been connected to event codes, these task cards will
be added to the corresponding events that have the Work Order and
Execution Logic Structure distribution types. The event is set to
the Under Preparation status.
- If predefined task cards do not exist for an assigned event, the event
will be set to the Incomplete status.
- For a maintenance order with the Execution Logic Structure distribution
type, an execution logic structure (ELS) will be created automatically based
on the ELS template defined for the given grouping ID. All task cards and
subtasks connected to the events with in the Under Preparation status
will be sorted. The following effects will occur for the generated
ELS:
- If multiple resources are used on the task card or subtask, and
these resources are included in the selected ELS template, the task
card or subtask will be coped to each ELO node corresponding to the
resources on the task card or subtask.
- If multiple zones are used on the task card or subtask, and these
zones are included in the selected ELS template, the task card or subtask
will be copied to each ELO node corresponding to the zones on the task
card or subtask.
- The planned start date for all the execution logic orders (ELOs)
will be set to the date given in the Req Start field on the maintenance
order. This is valid for both grouped and ungrouped task cards.
- The dependencies predefined in the ELS template will be drawn between
the relevant ELOs.
- The grouping and ELO nodes in the ELS will be sorted in the same
order as set up on the ELS template. This sequence is reflected in
the ELS and the Gantt chart available in the
Execution Logic Structure Gantt page.
Ungrouped ELO nodes will always be placed at the bottom of the ELS
and the Gantt chart.
- The duration of the ELO is set to the hour consumption of the task
card with the highest consumption within the ELO.
- The planned finish date for the ELO will be calculated by adding
the duration of the ELO to the planned start date.
If maintenance order demands have been released:
- Soft-pegged demands are created for the material on the maintenance
order.
- Resource activities will be generated for the resources on the maintenance
order. Resource activities can be viewed in the
Resource Activities page. The resource origin for generated resource
activities will be set to Maint Order Task Card.
- The Demands Released option will be enabled on the maintenance
order and the Release Demands menu option will be disabled.
- The workshop on the maintenance order can only be changed to a workshop
within the same site.
- Any further changes to resources and material while the maintenance
order is in the Under Preparation status will automatically release
new/changed demands.
When material demands are added to a maintenance order with distribution
type Work Order or Execution Logic Structure
(e.g., when events with predefined task cards are assigned to the
maintenance order or when task cards are added to the assigned events):
- The part provisioning rules on the service
contract connected to the maintenance order will be used to set the
ownership of the maintenance order material demands.
- The explicit part provisioning rules on the contract have the
highest priority. If a valid explicit rule exists for the part number,
ownership of the material demand will be set based on the value of
Part Provided By on the part provisioning rule. If the part is to be
provided by the company, ownership will be set to Company Owned
on the material demand. If the part is to be provided by the customer,
ownership will be set to Customer Owned and the
customer of the maintenance order will be defaulted as the owner.
- If a valid explicit rule does not exist, the part
provisioning rule defined for the part main group of the part is used to
determine if the part is to be provided by the company or customer.
- If a valid part provisioning rules does not
exist on the contract or if a contract is not connected to the
maintenance order, the ownership of the material demand will be set to
Company Owned.
- The default ownership values can be changed till
the event is released and provided there are no peggings or reservations
against the material demand line.