Investigate Cap Exceeding Non Routine

Explanation

This activity is used to investigate the non routines that have exceeded agreed on contract cap values. If a heavy maintenance contract is connected to a maintenance event and the planned material and resource demands on a non routine maintenance event exceed the free cap values defined on the heavy maintenance contract, commercial approval is required before the non routine event can be released.

The Non Routine Revenue Analysis page can be used to find the non routine events that require commercial approval as well as to investigate,

• How much the cap values are exceeded by
• The total planned material and resource demands
• Price of the exceeded material and resource demands etc.

This page consists of three sections:

• Search By - The fields in this section can be used to filter records based on different criteria.
• Planned Total - In this section you can view all the contract rule lines in relation to the given filter. By expanding the list for a particular contract line, you can view details of all resource and material demands planned under the contract rule line. There can be resource and material demands from different non routines if the same contract line is used in multiple non routines in the same work scope.
• Non Routines - In this section you can view all the non routines in relation to the given filter. By expanding the list for a particular non routine, you can view details of all the resources and material demands plannded for the non routine.

When the non routine event is created, the non routine approval status is initially set to Not Started. Once task cards are included and the non routine event is set to Under Preparation, a calculation is triggered to identify if cap values are exceeded or not. If the cap values are exceeded, commercial approval, i.e., customer approval, is required. At this time, the non routine approval process can be initiated if there is an integrated non routine quotation flow (e.g., a business process integration or BPA flow that creates a non routine quotation based on the exceeded cap values).

Note: If changes have been made to the resource and material demands of a non routine after it has been set to the Under Preparation status, it is recommended to use the Recalculate option to recalculate the cap values for the non routine event before initiating the commercial approval process.

If the customer approves or rejects the non routine quotation, the status of the non routine approval can be changed to Approved or Rejected. This status change can be done,

• From the Non Routines for Approval page
• From the Non Routines section in the Non Routine Revenue Analysis page

Prerequisites

• A heavy maintenance contract must be connected to the maintenance event.
• Heavy maintenance contract details must be defined on the non routine event.
• The Commercial Approval Needed option must be enabled for the non routine event.

System Effects

If the non routine event is approved:

• The non routine approval will be set to the Approved status.
• The non routine event can be released.

If the non routine event is rejected:

• The non routine approval will be set to the Rejected status.
• The non routine event can be released if the Procced At Risk option is enabled.

Pages

Non Routine Revenue Analysis
Non Routines for Approval

Activity Diagrams

Integrate Emergent Work