Reference Activities (tsacm1101m000)

Use this session to maintain reference activities.

Note

You can view the Required Skills option, only if the Skills implemented checkbox is selected in General Service Parameters (tsmdm0100m000) session.

On the appropriate menu, you can start the following sessions:

  • Resource Requirements (tsacm2120m000) Use this session to specify the resources (and their related costs) required for a reference activity.
  • Reference Activity - Measurement Types (tsacm3160m000) Use this session to specify the measurements that are used in relation to a reference activity.
  • Reference Activity - Costs Overview (tsacm2525m000) Use this session to view cost related to the reference activity.
Note

If you have started this session by zooming, you can only find and select a record.

 

Reference Activity

The smallest unit of work that is required to carry out maintenance.

Description

The reference activity's description.

Search Argument

An alternative form of a description used for convenience during searching. A search key is usually an abbreviation, an acronym, or a mnemonic alternative to a full description.

Related topics

Activity Use

The reference activity can be used for either of the following reasons: Field Service: The reference activity can be used only for Field Service usage. Depot Repair: The reference activity can be used only for Depot Repair usage. General: The reference activity is not restricted to any particular usage and can be used generally. This activity can be used for Field Service and/or depot repair.

Activity Group

The reference activity group to which the reference activity belongs.

The reference activity group is shown together with other reference activity information, and can be used as a selection criterion in various sessions.

Note

This field is visible only if the Use Activity Groups check box is selected in the Reference Activity Management Parameters (tsacm0100m000) session.

Activity Group

The description of the reference activity group.

Coverage Type

A financial classification that indicates to what extent work is covered under warranty or contract, and what part of the activities can be charged.

Coverage type is used for cost-related grouping of reference activities.

Labor Rate Code

The labor rate applicable to the reference activity.

Labor Rate

The labor rate description

Use Fixed Price

If this check box is selected, you can set the Sales Price as the default value for the related object to which, the Reference Activity is linked.

Calculated Sales Price

The sales price that is calculated based on the related resource requirements.

Note

This value is expressed in the specified Currency.

Sales Price

The sales price that is set as the default value for the Reference Activity. You must specify a numeric value.

Note
  • This field is enabled only if the Use Fixed Price check box is selected.
  • This value is expressed in the specified Currency.

Currency

The currency in which the Sales Price and the Calculated Sales Price are expressed.

Note
  • This field is enabled and mandatory only if the Use Fixed Price check box is selected.
  • By default, the local currency is used.
Item

The item for which the reference activity is defined.

If you want to define an activity that is valid for all items, you must leave this field blank.

Note

For a PCS project, you can specify the customized items if:

  • The status of the PCS project is set to Closed and the In-Service check box is selected in the General Projects (tcmcs0552m000) session, or
  • The status of the project is set to Active.
Description

The item description.

Functional Element

A grouping of exchangeable items with identical functions. Functional elements can be used in item breakdowns, physical breakdowns, and reference activities.

Example

When a maintenance activity is defined for a configuration, a functional element can be specified. This way, the activity applies to all items covered by that functional element, and multiple, identical reference activities for similar items are avoided.

Note

Functional elements can only be defined if the Functional Elements Active check box in the General Service Parameters (tsmdm0100m000) session is selected.

Functional Element

The description of the functional element.

Diagnosis
Problem

The default problem code offered on field service orders, when a reference activity is used for call processing.

Note

This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session.

Description

The problem description.

Solution

The default solution code offered on field service orders, when a reference activity is used for call processing.

Note

This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session.

Description

The solution code description.

Activity Text

Text (additional) Additional information with regard to reference activity

Sales Text

Additional sales information with regard to reference activity

Service Office

The department that is responsible for the execution of a work order.

Service Department

The service department's name or description.

Work Center

The subdepartment of the service department that is responsible for the execution of a work order.

Work Center

The work center's name or description.

Checklist

Lists the points to which the service engineer must pay attention during the execution of a service activity. Checklists are used to group specific checks so that more than one check can be defined for a reference activity. According to the answers expected from the check, space is provided when printing the document related to the service order.

Checklist

The description of the checklist.

Downtime Ratio

downtime ratio The percentage (%) expressing the number of hours the machine or item will be used during maintenance.

Subcontracted

If this check box is selected, a requirement of type subcontracting can be added to the reference activity.

Note

You can create more than one requirement line of the type subcontracting for the reference activity.

Subcontractor

The buy-from business partner who executes the subcontract work.

Note
  • This field is enabled only if:
    • the Subcontracted check box is selected.
    • the Create Purchase Requisition check box is cleared.
  • When a subcontracted reference activity is added to a subcontracted master routing, the Buy-from BP must be empty, or equal to the Buy-from BP of the master routing.
Description

The description or name of the code.

Supply Item to Subcontractor

If this check box is selected, the subcontracted item is supplied to the subcontractor warehouse.

Note
  • This field is enabled only if:
    • the Subcontracting with Material Flow field is selected in the Implemented Software Components (tccom0100s000)
    • the Subcontracted check box is selected.
    • the Activity Use is set to Depot Repair.
Supply Material to Subcontractor

If this check box is selected, the material linked to a subcontracted activity is supplied to the subcontractor.

Note
  • This field is enabled only if:
    • the Subcontracting with Material Flow check box is selected in the Implemented Software Components (tccom0100s000)
    • the Subcontracted check box is selected.
Create Purchase Requisition

If this check box is selected, purchase requisition can be generated as the subcontractor is not identified for the activity.

Note

This field is enabled only if the Subcontracted check box is selected.

Duration

The estimated time that is required to carry out the reference activity.

Note

This is for informative purposes only.

Recalculate Activity Duration

The time duration unit that is defined in the General Service Parameters (tsmdm0100m000) session.

Tolerance Period Start

The maximum time period with which the start date of the generated reference activity can be shifted.

Note

The tolerance period is used only if the reference activity is used in preventive maintenance.

Unit for Tolerance Period

The unit in which tolerance period is expressed.

Tolerance Period Finish

The maximum time period with which the finish date of the generated reference activity can be shifted.

Note

The tolerance period is used only if the reference activity is used in preventive maintenance.

Adjust Activity Dates from Assignments

If this check box is selected, and the assignment is updated:

  • the planned start and the planned finish time of the reference activity is also updated.
  • the planned start time of the activity is set to the earliest of the planned start times of all the related assignments, and the planned finish times of the activity is set to latest of the planned finish times of all the related assignments.
Note
  • This field is visible and can be modified only if:
    • for a service order,
      • the Activity Use field is set to Field Service
      • the Adjust Activity Dates from Assignments check box is selected in the Service Order Parameters (tssoc0100m000) session, and
    • for a work order,
      • the Activity Use field is set to Depot Repair
      • the Adjust Activity Dates from Assignments check box is selected in the Work Order Parameters (tswcs0100m000) session.
Measurement Type

The measurement that acts as a counter to execute the maintenance plan.

Note

Infor LN allows you to select the measurement type from the Measurement Types by Serialized Item Group (tsmdm0171m000) session if the item specified in this session is part of a serialized item group, to which measurement types are linked. Else, you can select the measurement type from the Measurement Types (tsmdm0165m000) session.

Description

The description of the measurement.

During Life Cycle

If this checkbox is selected, the maintenance will be conducted through out the life cycle of the item. Else the maintenance will be carried as specified in the following fields.

Time Frequency

The frequency at which the maintenance plan will be executed.

Created By

The name of the user who defined the reference activity.

On

The date and time on which the reference activity was created.

Effective Time

The effective date and time.

Expiry Time

The expiry date and time.

Note

If the expiry date is in the past, you cannot modify this reference activity.