Release Maintenance Order
Explanation
This activity is used to release a maintenance order. This is done when the planned maintenance order is ready
for its maintenance visit. When a maintenance order is released, the work can be started.
When a maintenance order is in the Released status it is possible to:
- Specify task cards for events without task cards.
- Add additional task cards to events.
- Cancel existing task cards on events.
- Add additional events to the maintenance order.
To release a maintenance order:
- Click Status and then click Release to open the Release Maintenance Order dialog. In the
Release Date field, the system date is displayed automatically. You can change the default date if needed,
provided that the new date is not in the future.
- Enable the Update Sign Off Requirements option if you want the sign off requirements on the
maintenance order to be updated automatically. Enable the Snapshot of Maintenance Order option if you want
a snapshot of the maintenance order to be taken upon releasing.
- Enable the Include Serial Structure in Service Contract Line Search
option if you want to traverse through the serial structure when finding valid vehicle service lines for the work
orders/work tasks that will be generated when the maintenance order and events are released. This option is only
applicable when a service contract is connected to the maintenance order. The option is enabled by default. The
default value can be changed. Refer the system effects below for more information on the functionality related to
this option.
- In the Snapshot Description field, a default description appears automatically. If needed, you can
enter additional information there. A value in this field is required to be entered if the Snapshot of
Maintenance Order option is enabled.
Prerequisites
- A maintenance order with connected events must exist. The maintenance order and connected events must be in
the Under Preparation status if the distribution type is Work Order or Execution Logic
Structure.
- If the distribution type of the maintenance order is Simplified Work Order, the maintenance order you
want to release can be in the Initial Scope Definition status.
- If a heavy maintenance contract is connected to the maintenance order and assigned
maintenance events, contract line details must be defined on the maintenance event level.
The following prerequisites are only valid if the maintenance order or the events on the maintenance order are
connected to a service quotation:
- The service quotation must be in the Released status, at least.
- The service quotation must not be in the prospect mode, i.e., the value in the Customer Type field
should not be set to Prospect.
System Effects
- The maintenance order and all connected events will be released and work orders will be created with
connected work tasks, resources, material etc. If the distribution type is Execution Logic Structure, a
work order structure will be created based on the connected execution logic structure (ELS) and presented in the
same logical order as in the structure and gantt chart on the maintenance order.
- When transferring material demands, the ownership and owner information defined on the
maintenance order material demand line will be transferred to the corresponding work task, i.e., part
provisioning rules defined on the maintenance order service contract or heavy maintenance contract will not be
re-applied during the transfer.
- If zones and access panels have been defined for the task card with connected subtasks that was transferred
to IFS/Work Order Management, the zones and access panels defined on the task card will be copied to each
connected subtask when they are created as work tasks.
- If resource activities have been generated for the resource demand on the maintenance order, these activities
will be created as resource activities for the work order. The activity origin of the resource activities will be
changed from Maint Order Task Card to Task Management Line.
The following system effects are only applicable if the maintenance order is connected to a
service contract:
- The service contract on the maintenance order is transferred to the generated work orders/work tasks. Vehicle
service lines, defined on the maintenance order contract, will be assigned automatically to the work orders/work
tasks at this time, based on following criteria. If a valid vehicle service line does not exist, the contract
will not be applied to the work orders/work tasks:
- The work type defined for the maintenance event should be the same as the work type
on the vehicle service line.
- The part on the vehicle service line must be the same as (listed below based on given priority),
- The part on the maintenance event.
- The template part above in the structure of the maintenance event part and the
Use On Structure option must be enabled for the line.
- The top part on the maintenance order.
Note: To loop through the structure and find template information, the Include
Serial Structure in Service Contract Line Search option should be enabled when releasing the
maintenance order. The setting of this option will apply to all maintenance events included on the
maintenance order, including events or task cards added after releasing the maintenance order. This
option can only be changed in the Release Maintenance Order dialog. If this
option is disabled, and there are no vehicle service lines for the maintenance event part, vehicle
service lines for the top part will be retrieved. If this option is enabled, and there are no vehicle
service lines for the maintenance event part, the system will search for vehicle service lines for the
parts above in the structure of the maintenance event part (i.e., traverse up the structure to find the
template information), and if this too does not exist the system finally searches for the vehicle service
lines for the top part on the maintenance order.
- If there is more than one vehicle service line fulfilling the criteria, the line with the
latest Valid From Date will be applied on the work order/work task.
- For maintenance orders with the Work Order distribution type, the
contract and contract line will be applied to the work orders (generated for the maintenance events) and work
tasks. For maintenance orders with the Execution Logic Structure distribution type, the contract
and contract line will be applied to the work tasks only.
The following system effects are only applicable if the maintenance order is connected to a
heavy maintenance contract:
- The heavy maintenance contract on the maintenance order is transferred to the generated work orders/work
tasks. Contract groups and contract lines, connected to the included maintenance events will be assigned
automatically to the generated work orders/work tasks. If a valid heavy maintenance contract line does not exist
for a maintenance event, the contract will not be applied to the generated work orders/work tasks.
The following system effects are only applicable if the maintenance order is connected to a service
quotation:
- The customer identity is set on all work orders created for the maintenance order. If the maintenance order
has the Execution Logic Structure distribution type, the customer ID is taken from the maintenance order.
For all other distribution types, the customer ID is taken from the service quotation to which the event is
connected.
- The quotation currency is set on all work orders created for the maintenance order. The quotation currency
governs the currency in which the revenue lines (quoted work) will be sent to the customer.
- For each work order that is created, the customer order type is set to SEO (Service Order).
- For each work order that is created, the coordinator of the work order is set to the coordinator of the
service quotation.
Note: The service contract or heavy maintenance contract will not be applied to the
corresponding work orders and work tasks if,
- Both contract and service quotation are connected to the maintenance order or
- A contract is connected to the maintenance order and a service quotation is connected to an included
maintenance event.
This is because in both instances the service quotation is prioritized instead of the service contract or the
heavy maintenance contract.