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- Add additional task cards or cancel task cards that are no longer valid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 or heavy maintenance 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/heavy maintenance 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.