Planning and releasing service ordersAfter you create a service order with the appropriate labor and materials, you can plan the service order’s execution. This planning consists of assigning the material, providing for the necessary inventory transactions to ensure that the material is available, allocating engineers, and checking the business partner’s credit. Planning consists of two phases: global ERP and detailed ERP. Global ERP makes the mid- to long-term plans, such as several weeks or months, while detailed ERP performs the detailed planning for a few days or weeks ahead. Overview of service resource planning (SRP) Planning for engineers and service orders is called service resource planning (SRP), and is controlled in the Service Order Control (SOC) module. The input for this planning is all service orders created in the other modules and the constraints defined in contracts, calls, and service master data. Note You use the Service Order Resource Planning (tssoc2260m000) session to carry out SRP for a service order. Preliminary conditions To run SRP successfully for a service order, the following conditions must be met:
If the First Order Procedure Step for Blocking field is Order Planning or Order Definition in the Service Order Parameters (tssoc0100m000) session and global SRP is run, LN carries out the following actions:
If the service order's Blocked check box is not selected, LN carries out the SRP. If a blocking reason limit is exceeded, the Blocked check box is selected, and LN creates the service order blocking reason in the Blocking Reasons (tsmdm1101m000) session. The service order is not planned. If you select the Process Report check box and the Error Report check box, the blocked service orders are printed on the error report, and the unblocked service orders are printed on the process report. SRP actions When you run SRP, and the required conditions are met, LN processes the service order and service order activities with the following statuses:
The attributes of a service order and its related activities that are affected when you run SRP, depend on the status of the service order and its related activities. If the service order status is Free, LN carries out actions on the following:
If the service order status is Planned, LN carries out actions on the following:
If the service order status is Released, LN carries out no actions on the service order. If the service order status is either Free, Planned, or Released, and the activity status is Free, LN carries out actions on the following:
If the service order status is Planned or Released, and the activity status is Planned, LN carries out actions on the following:
When you run the Service Order Resource Planning (tssoc2260m000) session, the actions LN carries out on the attributes of a service order (SO) and/or, service order activity, if the status permits, are described in the following sections: Preferred engineer The Service Engineer field of the service order is filled with the Installation group's Preferred Engineer 1, when:
Note The Service Engineer field of the service order is not be changed if this field is already filled. Recalculated planned dates If the activity status is Free or Planned, the Planned Finish Time field will be recalculated based on the serialized item and Installation group calendars. If these calendars are not available, the engineer, work center or company calendars are used. If a serialized item or Installation group calendar is available for the serialized item, the Planned Finish Time field on the service order header will also be recalculated. If the required capacity (time) is not available, LN prints the following message in the process report: Required capacity for activity line %1$s not (completely) available. Note If you add, delete or change an activity line, the Planned Finish Time of the service order will be updated directly. Activities with the status Planned are only replanned if the Replan check box is selected in the Service Order Resource Planning (tssoc2260m000) session. Coverage date If the Coverage Time field of the service order activity is empty, LN enters the planned start time of the service order. Travel cost lines Estimated traveling cost lines are created in the Service Order Estimated Other Costs (tssoc2140m000) session, if the service order status is Free and the Travel Cost Method field in the General Service Parameters (tsmdm0100m000) session is not None. On the Costing tab, in the Service Order Parameters (tssoc0100m000) session, if:
Inspection lines For each measurement type of the Installation group/serialized item that is entered in the reference activity of the activity line, LN creates an inspection line in the Inspections (tscfg3100m000) session. Service order (activity) status LN updates the status of the service order or service order activity to Planned when the SRP was carried out successfully. Purchase
Note
Materials If the statuses of the service order and service-order activity are Free, SRP creates soft allocations for the required items, which means:
Tools
Reports
Service Order Status After you plan the service order, LN changes the service order status to Planned. Parameters The following parameters are used: To create traveling cost lines:
To allocate preferred engineers during service orders planning:
For service order signaling and/or blocking:
For service order procedure step when service blocking must be carried out:
For traveling costs:
For implementing tooling:
Release Service Orders After you plan the service order, you can release the service order to service engineer to execute the order. Use the Release Service Orders (tssoc2200m000) session to release a group or a batch of service orders with Free or Planned statuses. You must have at least one activity linked to service order. An activity must have either one or more engineers assigned to it or a header engineer for the service order to be released. Note After you release the service order, LN changes the service order status to Released.
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