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- Add additional task cards or cancel task cards that are no longer valid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.
When a maintenance order with the Execution Logic Structure
distribution type is set to Under Preparation, the
planned dates for task cards and the execution logic orders (ELOs) and grouping
nodes are set using the earliest start date of the order as a starting point.
When setting the planned dates, the work time calendar for the maintenance organization
associated with the workshop is applied. With time zone support, the calendar
is applied using the time zone of the workshop’s site. This ensures that the
ELS planning is carried out in the time zone where the work will be performed.
Since the calendar is applied in the time zone of the site, it is highly recommended
to set the user's working time zone to match the site's time zone.
Using the Change Workshop option, you can change the workshop
of a maintenance order until the maintenance order is released. When this option
is selected, a dialog opens containing two key sections, Workshop Information
and Site Time Zone and Calendar Information, if the distribution
type is Execution Logic Structure. The Workshop Information
section displays the current workshop details, including its site and
corresponding time zone. It also allows users to select a new workshop from
a list of values with the new site and site time zone displayed alongside.
The Site Time Zone and Calendar Information section is only
visible for the user when the status of the maintenance order is Under
Preparation and the distribution type is Execution Logic Structure.
If the site time zone of the new workshop differs from the current workshop,
a badge will indicate this. Another badge will indicate if the calendar of the
new workshop differs from the current workshop. If either of these badges is
set to Yes, the Plan Execution Logic Structure
toggle that is used to reflect these changes in the planned dates of
task cards on the maintenance order, will be automatically enabled by default.
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.
- The Change Workshop option is only enabled when the
maintenance order is in the New, Initial Scope
Definition and Under Preparation status. The workshop
cannot be changed when the ELS maintenance order is in the Released
and later statuses.
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 copied 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 task cards and ELOs will be set
to the date given in the Earliest Start Date 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 planned finish for the task cards will be calculated by adding
the duration to the task card’s planned start.
- 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.
- The work time calendar is applied to the task card and ELO planned
dates in the time zone of the workshop’s site.
- Once the planned dates are set on the task cards and ELOs, the workshop
can only be changed to one that has the same work time calendar and
is in the same time zone. This ensures that the planned dates remain
aligned with the local working hours and time zone.
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.