Planned Inventory Transaction for Planned Activities

You can plan required material resources for a planned activity, when the planned activity is transferred to a Service Order or a Work Order and that order is subsequently planned. If the lead time for the required items is long, you can plan and purchase the required materials in advance, without creating the Service Order or Work Order.

To implement this functionality, you must select the Create Planned Inventory Transactions check box in the Service Planning Parameters (tsspc0100m000) session.

You can select the Create Planned Inventory Transactions for Planned Activities check box in the Items - Service Defaults (tsmdm2105m000) session, for the selected item group for which you want to generate the planned inventory transactions. This value is defaulted to the Create Planned Inventory Transactions check box in the Planned Activity - Material Requirements (tsspc2110m000) session. However, you can clear this check box manually.

Note

By default the check box is selected in the Items - Service Defaults (tsmdm2105m000) session, if the Create Planned Inventory Transactions check box is selected in the Service Planning Parameters (tsspc0100m000) session and the Item Type is set to Purchased or Manufactured.

When a new item is created in the Items - Service (tsmdm2100m000) session, the Create Planned Inventory Transactions for Planned Activities check box is selected/cleared based on the Items - Service Defaults. This default setting is based on the value set for the Item Type in the Items - Service Defaults (tsmdm2105m000) session.

Note

When you modify the Create Planned Inventory Transactions for Planned Activities check box for a selected item, you can use the Update Planned Activities option from the Action menu to update all existing material requirements with the new value of the Create Planned Inventory Transactions for Planned Activities check box.

Planned Activities - Material Requirement

When new material requirements are created for planned activities (manually, by Infor LN or by generating maintenance plan) in the Planned Activity - Material Requirements (tsspc2110m000) session, the value of the Planned Inventory Transactions Created check box is defaulted from the Items - Service (tsmdm2100m000) session, however you can modify this value.

Because a warehouse is required to create Planned Inventory Transactions, you must specify the value in the Warehouse field, if the Create Planned Inventory Transactions check box is selected and the value in the Delivery Type field in the Planned Activity - Material Requirements (tsspc2110m000) session is set to:

  • From Warehouse
  • From Warehouse in Car
  • From Car
  • From Warehouse by Transport
  • By Purchase Order
  • To Warehouse
  • To Warehouse by Transport
  • From Service Kit

Infor LN defaults the warehouse based on the following scenarios:

  • If the value in the Activity Use field in Planned Activities (tsspc2100m000) session is set to Field Service, Infor LN uses the following search sequence to default the warehouse:
    • User Template
    • Item / Serial
    • SO header (main or reference item)
    • Determine default estimated or actual warehouse
  • If the value in the Activity Use field in Planned Activities (tsspc2100m000) session is set to Depot Repair, Infor LN uses the following search sequence to default the warehouse:
    • Item / Serial
    • Work Order Department
    • Work Order Activity Work Center
    • Item Warehouse for ordering data)
    • Service Kit
  • If the value in the Activity Use field in Planned Activities (tsspc2100m000) session is set to General, Infor LN uses the following search sequence to default the warehouse:
    • Warehouse linked to the Service Department
    • Item Ordering Data
Releasing Planned Activity

There are a number of ways to ‘release’ the Planned Activity:

  • You can start the Generate Maintenance Plan (tsspc2200m000) session using the Generate Maintenance Plan... option from the Action menu in the Planned Activities (tsspc2100m000) session, to set the Status of the new Planned Activities to Released.
  • You can manually change the Status of the planned activity from Free to Released in the Planned Activities (tsspc2100m000) session or Planned Activity (tsspc2600m000) session.
  • You can release a planned activity using the Switch Status Maintenance Plan (tsspc2201m000) session. This session can be accessed directly or using the Switch Status... option from the Action menu in the Planned Activity (tsspc2600m000) session.
  • For a Planned Activity, you can manually enter a Planned Activity - Material Requirements line in the Planned Activity - Material Requirements (tsspc2110m000) session with Activity Status set to Released and the Create Planned Inventory Transactions check box selected.
Note
  • When the Released Status of the planned activity is reverted to Free or changed to Canceled in the Planned Activities (tsspc2100m000) session / Planned Activity (tsspc2600m000) session or using the Switch Status Maintenance Plan (tsspc2201m000) session, the existing PIT is deleted.
  • Planned inventory transaction is not created for the planned activity material requirements, if the Delivery type field in the Planned Activity - Material Requirements (tsspc2110m000) session is set to:
    • From Service Inventory
    • From Dealer's Inventory
    • To Scrap
Preventive Maintenance via Field Service

When the planned activities are transferred to Field Service and the resulting Service Order is subsequently planned using the Service Order Resource Planning (tssoc2260m000) session, the PIT originally created with Create Planned Inventory Transactions check selected in the Planned Activity - Material Requirements (tsspc2110m000) session, is removed. After the planned activity PIT is removed, the Planned Inventory Transactions Created check box is cleared.

Preventive Maintenance via Depot Repair

When a planned activity is transferred to Depot Repair, a part Maintenance Line with a work order (activity) linked to it, is generated. When the work order activity is planned, before the PIT is created, a check is to be performed for existing PITs for the planned activity that the work order activity originate from. If available, the existing Planned Inventory Transaction linked to the planned activity must be cleared first, before the PIT for the Work Order Material Resource line is created.

Update ‘Create PIT’ on Planned Activity Material Requirements

When the Create Planned Inventory Transactions for Planned Activities check box is modified (selected/cleared) in Items - Service (tsmdm2100m000) session, a range of Planned Activity Material Requirements containing the modified item can be updated using Update Planned Activities option from the Action menu.

You can access the Set 'Create Planned Inventory Transactions' on Planned Activities (tsspc2210m000) session using Update Planned Activities option from the Action in the Planned Activity (tsspc2600m000) session.