This page can be used to investigate the non routines that have exceeded the agreed-up-on cap values. When a heavy maintenance contract is connected to a non routine event and the planned material and resource demands on that non routine exceeds the free cap values defined on the heavy maintenance contract, commercial approval is required before proceeding with the non routine event. For more information on how to investigate cap exceeding non routines, refer to the activity Investigate Cap Exceeding Non Routine.
This page consists of three sections: Search By, Planned Total and Non Routines.
Search By - The fields in this section can be used to filter records based on Maintenance Order, Maintenance Event, Task Card, Work Task, Contract ID, Contract Group and Contract Line.
Planned Total - This section can be used to view all the contract rule lines in relation to the given filter. By expanding the list for a particular contract line, users 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.
Following are the fields and their respective descriptions under the Planned Total section,
| Purpose | Fields |
| Event Type | Event type that the heavy maintenance contract rule will be applicable for. Valid values are Routine, Non Routine or All (applicable for both routine and non routine work). |
| Item Type | Specifies whether the heavy maintenance contract rule applies to a Cost Type (i.e., Material, Personnel) or to a Sales Group (i.e., Engineering, Consumables, Rotables). If All Other is selected, that rule applies to all other cost types or sales groups not explicitly defined for an Event Type. |
| Sales Group | The short code of the sales group that connects to the sales part. A sales group is a logical grouping of the sales parts, and all sales parts are connected to a specific sales group. |
| Cost Type | Specifies the cost type for which the heavy maintenance contract rule will be applicable. Valid values are Expenses, External, Material, Personnel, and Tool/Equipment. A value in this field is required if the item type of the contract line is Cost Type. |
| Price Rollup | Applicable only if the commercial type is Firm Fixed Price. If Price Rollup option is enabled for a fixed price rule line, all the prices of resources and materials planned under the specified grouping level will be combined and invoiced as a fixed price amount. |
| Sales Price | Sales part is mandatory when defining a sales price. This price will be used as the sales part price when quoting and/or invoicing exceeded cap values or fixed price amounts. The price is always shown in the currency of the service contract. |
| Sales Part | The ID of the sales part that will be used when invoicing and/or quoting the exceeded cap values or fixed price amounts. |
| Revenue Percentage | Percentage value to represent the revenue percent used to calculate the sales price amount. For instance, if the revenue percentage is set to 100, the total of the sales price will be included on the customer invoice, whereas a revenue percentage of 0 indicates that the transaction is not to be invoiced. |
| Cost Based Pricing | If this option is enabled, the sales price amount is calculated based on the cost and markup %. If this option is disabled, the revenue percentage is used to calculate the sales price amount. |
| Cost Based Markup % | The markup percentage when the price source is Cost Based. The sales price will be calculated accordingly by adding a markup to the cost. Discounts will not be applicable when markup is present. Sales Price = Cost + (Cost X Markup %) |
| Grouping Level |
For cap handling and fixed price handling, a grouping level is mandatory. This indicates the level at which the cap values or a fixed price should be applied. The valid values are:
Note: In the context of cap values, the grouping level indicates the level at which reported non routines should be grouped to calculate the cap values. |
| Customer | The customer with whom the heavy maintenance agreement is made. |
| Service Contract ID | Unique identifier for the heavy maintenance contract. |
| Contract Group | The identification of the contract group. Contract groups are specific definitions within a contract, designed to differentiate various categories of maintenance work. |
| Contract Line No | Heavy maintenance contract line number. |
| Discovered On Order No | The order number of the maintenance order where the fault or non routine was discovered. |
| Discovered on Maintenance Event | The number of the maintenance event where the fault or non-routine was discovered. |
| Discovered on Task Card | Identity of the task card where the fault or non routine was discovered. |
| Discovered on Work Task | The number of the work task where the fault or non routine was discovered. |
| Non-routine Event Number | The event number of the non routine event. |
| Currency Code/curr | Currency code of the heavy maintenance contract currency. |
| Free Price Cap/curr | Price cap value (price limit) agreed between the customer and the
MRO shop for material usage. The customer will not be charged up to
the defined cap values. For example, if the material/price cap for consumable
parts is set at 1000 for the grouping level Maintenance Event,
it means up to $1000 of planned consumables for non routine work reported
for the originating routine maintenance event will not be charged. Any
amount exceeding $1000 will be invoiced to the customer. Note: Cap values can only be defined for the Non Routine event type. |
| Total Price/curr | The total price includes the price for planned materials, resources, or man-hours without deducting the cap amount. |
| Approved Price/curr | The commercially approved price for materials, resources, or man-hours that exceeded the free cap value. |
| Price To Approve/Curr | Price of the materials that has exceeded the free cap value, requiring commercial approval. |
| Free Qty Cap | Quantity cap value (hour limit) agreed between the customer and
the MRO shop. The customer will not be charged up to the defined cap
values. For example, if the quantity/man-hours cap for engineering work
is defined as 10 for the grouping level Maintenance Event,
the first 10 hours of engineering work planned for non routines reported
for the originating routine maintenance event will not incur charges.
Anything beyond 10 hours will be billed to the customer. Note: Cap values can only be defined for the Non Routine event type. |
| Total Quantity | Total planned resources/man hours related to a heavy maintenance contract line. |
| Approved Quantity | The commercially approved resources/man-hours quantity, that exceeded the free cap value. |
| Quantity to Approve | Resources or man-hours quantity that has exceeded the free cap value requiring commercial approval. |
Non Routines - This section can be used to view all the non routines in relation to the given filter. By expanding the list for a particular non routine, users can view details of all the resources and material demands planned for the non routine.