Create Maintenance Order
Explanation
This activity is used to manually create a maintenance
order for depth/heavy maintenance visits. With this feature it is possible to
create a maintenance order without having a planned maintenance event generate
the maintenance order via a pending task. This supports the planning stage of a
maintenance order, as the planners of the visit can create the maintenance order
for the visit at any time prior to the actual visit occurring, and can add and
remove tasks from the work package (maintenance order) as the needs and
requirements for the visit are firmed up and established.
At creation, the maintenance order can be defined with
just the workshop and planned start and finish dates. Upon saving, the order will
be set to the New status and will represent an available maintenance
slot without any tasks yet being identified. As you plan the order in detail,
tasks can be added to or removed from the work scope as needed.
Prerequisites
To perform this activity, a workshop must be defined.
System Effects
- A maintenance order in the New
status is created.
- Creating a maintenance order holding, at minimum,
the workshop and the planned start and end dates represents an available
maintenance slot.
Window
Maintenance Order
Related Window Descriptions
Maintenance Order
Maintenance Order/Order
Procedure
Use the following procedure to define the initial
maintenance order:
- Open the Maintenance Order window
and create a new record (F5).
- Click the Order tab.
- In the Workshop field, enter the workshop
that is to carry out the work. If a default workshop is assigned to the
current user, the workshop ID is displayed automatically.
Note: Often during the planning process,
work is allocated to be performed at a recommended workshop. However as the
planning is firmed up and established, the recommended workshop may not be
available to support the visit. Therefore, it is possible to change the
workshop on the maintenance order until the release of the order. Use the
List of Values to select a valid workshop.
- In the Distribution Type field, specify the
distribution type to use when distributing tasks on the maintenance order. A
distribution type must be specified in order to connect tasks to the
maintenance order and to set the order to the Under Preparation
status.
- In the Order Dates area, the system date
and time is displayed automatically in the fields. If needed, you can change
the planned and required dates.
- Save the information (F12). An order number is
assigned automatically to the maintenance order.
Use the following procedure to enter detailed
information for the maintenance order:
- In the Top Part Number field, enter the
part number of the vehicle on the order. Use the List of Values to select a
valid value.
- In the Top Serial Number field, enter the
serial number of the vehicle. Use the List of Values to select a valid
value.
Note: The top part number and top serial
number must have been defined when setting the maintenance order to the
Initial Scope Definition status.
- Select the Create WO Structure check box if
a top work order should be created for the maintenance order and all tasks
connected to this top work order in a work order structure. This check box is only applicable for tasks of
distribution type Work Order.
- Select the Automatically Include Tasks check box if modification
tasks are to be automatically included on the maintenance order.
Modifications that are set to be done at the next visit in workshop or at
the next interval maintenance will be automatically included on the
maintenance order when a task for the same serial is included.
- In the Progress Template field, enter the
progress template to use when calculating progress of the work. If a default
progress template is connected to the site to which the specified workshop
is connected, the ID of this progress template is displayed automatically.
- In the Customer Number field, enter the ID
of the customer for whom the task is to be performed. Use the List of Values
to select a valid value.
- Select the Automatically Finish Order check box if
you want to automatically finish the maintenance order. If this check box is
selected the status of the maintenance order will be set to Finished
when the last task connected to the order is set to either the Finished
or Cancelled status.
- In the Product No field, enter the product
number of the product model connected to the top part revision. The value in
this field appears automatically. If a value is not displayed automatically,
use the List of Values to select a valid value.
- In the Model No field, enter the model
number of the product model connected to the top part revision. The value in
this field appears automatically. If a value is not displayed automatically,
use the List of Values to select a valid value.
- In the Grouping ID field, enter the
grouping ID for the required Execution Logic Structure (ELS) template. This
field is only applicable for tasks of distribution type Execution Logic
Structure. A grouping ID must be specified when setting maintenance
orders with distribution type Execution Logic Structure to the
Under Preparation status.