Estimates in Work Control SystemYou can maintain the estimates for the work order resource and subassembly lines, in the Maintenance Sales Order - Estimated Coverage Lines (tstdm4100m000) session, before the work order or the activity is released (estimated phase). You can compare these estimated amounts with the actual amounts. To implement the Estimates functionality for work orders, you must select the Use Coverage Calculation for Estimates check box in the Maintenance Sales Control Parameters (tsmsc0100m000) session. You can use the Allow to Delete Estimates field in the Work Order Parameters (tswcs0100m000) session to indicate if the estimated resource and subassembly lines can be deleted. The impact of the estimates functionality General If a resource line or the subassembly line is created during the estimated phase (before the order or the activity is released), LN selects the Estimated Resource Line check box for the line. For work order If you create a copy of an existing work order, for the new work order:
For Work Order Material Resource Lines In the estimated phase, for a material resource line you can specify the Estimated Quantity of the material. In case the Estimated Quantity is modified, the Required Quantity is also modified. After the work order or the activity is released (the actual phase), you can specify or modify the Required Quantity. However, LN does not update the Estimated Quantity with this value. For Work Order Outgoing and Incoming
Subassemblies In the estimated phase, for an outgoing subassembly line you can specify the Estimated Quantity of the Item. In case the Estimated Quantity is modified, the Planned Quantity is also modified. After the work order or the activity is released (the actual phase), you can specify or modify the Planned Quantity. However, LN does not update the Estimated Quantity with this value. In the estimated phase, when an outgoing subassembly line is created, the incoming subassembly line is also created (confirming the outgoing subassembly is not required now). The incoming subassembly is updated or deleted based on the data modified in the outgoing subassembly line. For Work Order Activity based on a Reference
Activity If a work order activity is created based on a reference activity:
Similar process is followed when a work order is created:
For Work order created from part lines with
estimates If the Estimates functionality is implemented for a maintenance sales order, the work order is generated directly for the part maintenance line linked to the maintenance sales order. You cannot delete this work order when the maintenance sales order is being processed. For Synchronization of Estimates from Work Order to Part
Line During the estimated phase, all the manual changes to the estimated work order resource lines are synchronized with the related estimated coverage lines in the Maintenance Sales Order - Estimated Coverage Lines (tstdm4100m000) session. If an estimated work order resource line is created, modified or deleted, the related estimated coverage is also created, modified or deleted. The values in the Maintenance Sales Order - Estimated Coverage Lines (tstdm4100m000) session are updated from the following sessions:
For prices and discounts When the actual coverage lines are created, the prices and discounts that are modified manually on the estimated coverage lines, are defaulted on the actual coverage lines. If manually modified prices and discounts are not available, LN uses the default price and discount logic for the actual coverage lines. The manually modified Goodwill Sales Amount is not defaulted on the actual coverage lines. Closing a Work Order When a work order is closed, actual coverage lines are created in the Maintenance Sales Order - Coverage Lines (tsmsc1120m000) session, for the resource lines linked to the work order if:
Deleting work orders, activities and resource
lines For an internal work order, the deletion of the resource line or an activity is based on the Allow to Delete Estimates field setting in the Work Order Parameters (tswcs0100m000) session. For an external work order, the deletion of the resource line or an activity is based on the Allow to Delete Estimates field setting in the Maintenance Sales Control Parameters (tsmsc0100m000) session. When a resource line is deleted, LN checks if an estimated coverage line exists. When an activity is deleted, LN checks if:
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