Approve Non-Routines

Explanation

Non-routines will have certain caps defined for the resources and materials used in them in their connected contracts in terms of quantities or prices and needs to be handled with specific approvals and pre-defined configurations. 

Prerequisites

Prerequisites for Cap Exceedance and Approval 

Non-routine approvals will be based on the cap calculations that are triggered during different stages of the maintenance execution process. 

The system will perform a cap calculation automatically at the following trigger points. 

1. When the part/resources requirements change for a non-routine.  
   • Material (Parts): Add, modify, remove (only if there is a change for the price/planned quantity).  
   • Assignments: Add, modify, remove (only if there is a change for the planned quantity/hours).  
   • Tools: Add, modify, remove (only if there is a change for the planned quantity/hours).   
2. When new tasks (non-routines) are added to a work package.

   Info: When creating the non-routine (as planned hours are added to the corrective task when creating the non-routine).

3.  When connecting/editing/disconnecting a contract line to a non-routine that has planned materials and resources.  
4. When a technician pauses/job stops work, and records the remaining hours required to complete the work.
5. When disconnecting contract ID from work package and when disconnecting respective contract lines from the tasks.  
6. When sales lines are transferred to generate the invoice. 

Note: The CAP calculation performed at this point considers only the planned hours and planned quantity values for materials, tools, and assignments since the approval should be taken before doing the work.  Later the cap calculation is performed again when generating the invoice to apply the approved actual usages and prices. 

When any of the cap calculation triggering actions occur, the cap calculation will run automatically, and the Commercial Approval Needed field will be set to Yes on the cap exceeding non-routine.  

Prerequisites for Blocking Execution

If the BLOCK_CAP_EXCEEDED_NR_EXECUTION parameter is set to No by your administrator, there will be no blocking in the flows when the cap is exceeded. Irrespective of the Proceed at Risk field being set to Yes or No, you can perform work when the parameter is configured to unblock when the cap is exceeded. 

When the parameter value is set to Yes, you are blocked to perform work. 

Procedure

When a heavy maintenance contract is connected to a non-routine 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.  

Follow the steps below for cap-exceeded non-routines. 

1. Log in as a Project Manager. 
2. Navigate to the Non-Routines Approval page to view all the cap-exceeded non-routines that require commercial approval. 
3. Click Start to start the non-routine approval request. 

    Info: Enable the Proceed at Risk option to proceed with the execution of cap-exceeded non-routines at your own risk to continue the work without being blocked. 

4. Approve or reject cap-exceeded non-routines once the customer approval is received for them. 

System Effects

You can be unblocked to perform work as illustrated below. 

Scenario	Configuration Parameter Value	Proceed At Risk	Is Commercial Approval Needed?	Non-Routine Approval Status	Outcome
1	No	Any	Yes	Any	Execution Unblocked
2	Yes	Any	No	Approved	Execution Unblocked
3	Yes	Any	Yes	Approved	Execution Unblocked
4	Yes	Yes	Yes	Rejected	Execution Unblocked
5	Yes	Yes	Yes	Rejected	Execution Blocked
6	Yes	Yes	Yes	Awaiting/Not Started	Execution Unblocked
7	Yes	Yes	Yes	Awaiting/Not Started	Execution Unblocked