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).
The cap calculation is based on the quantity and price caps defined
in the heavy maintenance contract connected to the event, covering resource
(person and tool/equipment groups) and material demands included in the
event. The following are simple examples of quantity and price cap
calculations:
- Quantity Cap Calculation - If the quantity cap for personnel is two
hours, set at the Maintenance Event grouping level, and
a mechanic is required for three hours in a non routine event, the first
two hours are covered without charges. However, any additional work
beyond this quanity cap, such as the third hour, requires customer
approval before proceeding.
- Price Cap Calculation - If the price cap for materials is 100 USD,
set at the Maintenance Event grouping level, and a non
routine event requires materials costing 250 USD, customer approval is
required for the 150 USD exceeding the price cap before proceeding with
the event.
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.