Generate Plan (tsspc3200m000)

Field Information

Activity Origin

Activity Origin

The origin of the activity.

Allowed values

Service Order

Work Order

Planned Activity

Project

Non-Conformance Report

Corrective Action Plan

Job Shop Order

Project (PCS)

Note: Based on the value the Activity Origin field is set to, the fields are enabled on the related tab.

Order

The From and To fields define a range of: orders.

Order

The From and To fields define a range of: orders.

Activity/Activity Line

The From and To fields define a range of: order activities for which group planning is generated.

Activity/Activity Line

The From and To fields define a range of: order activities for which group planning is generated.

Service Order Activity Status

The From and To fields define a range of: service order activities status.

Allowed values

Planned

When you plan a service order by means of the Service Order Resource Planning (tssoc2260m000) session, the service order status changes from Free to Planned.

Released

Under this status the service engineer carries out the service order. You can change the service order's status to Released when you plan the service order by means of the Service Order Resource Planning (tssoc2260m000) session, or when you choose Release on the appropriate menu in the Service Orders (tssoc2100m000) session.

Completed

The status of service orders that are successfully carried out. To change a service order's status from Released to Completed, choose Complete on the appropriate menu in the Service Orders (tssoc2100m000) session. The service order is then removed from the planning system.

Costed

The status of financially approved service orders. To change a service order's status to Costed (only possible if the status is Released or Completed), choose Cost on the appropriate menu in the Service Orders (tssoc2100m000) session.

Note: Before you change the status to Costed, make sure that all the service order's actual cost lines are entered, and financially approved.

Closed

You can change a service order's status from Costed to Closed by means of the Close Service Orders (tssoc2201m000) session. Service orders with the status Closed cannot have their data changed.

Canceled

You can cancel service orders of status Planned, or Released, by means of the Cancel Service Order (tssoc2204m000) session, but only if all the activities linked to the service orders have the status Planned or Released and have no actual costs booked.

Note: If costs are already invoiced (cost line status is Costed or Posted to Finance), you cannot change the status of the service order and its related activities to Canceled.

Rejected

Free

The status when you first define a service order.

Work Order Activity Status

The From and To fields define a range of: work order activities status.

Allowed values

Planned

Released

Completed

Signed-Off

Closed

Canceled

Free

Planned Activity Status

The From and To fields define a range of: planned activities status.

Allowed values

Released

Transferred

Canceled

Free

Job Shop Order

Job Order Operation Status

The From and To fields define a range of: the Job Shop Order operation status.

Allowed values

Planned

The status when the plan is created.

Ready to Start

When there is enough Quantity Completed on all the previous operations to report complete the minimum order quantity of the operation in the Report Operations Completed (tisfc0130m000) session, the operation status is set to Ready to Start by the previous operation.

Started

If you use LN the operation status is Started when any quantity is reported as completed in Job Shop Control .

Active

A WIP transaction has been performed on this operation. When the first operation is set to Active, the order status becomes Active too.

Blocked

The operation has been blocked in Job Shop Control by the user or by an inspection order. Refer to Blocking operations.

Completed

All the work has been completed for the operation. The quantities reported as completed and rejected are final. You can set this status in the Report Operations Completed (tisfc0130m000) details session. If required, you can click Reset Operation Status in the Report Operations Completed (tisfc0130m000) details session to change the operation status from Completed back to Active.

Closed

The financial results of the operation have been calculated. Operations can only be closed in LN.

Project (PCS)

Project Activity Status

The From and To fields define a range of: the Project (PCS) activity status.

Allowed values

Not Started

In Progress

Completed

Planned Start Time

The From and To fields define a range of: planned start time of the activities for which group planning is generated.

Planned Finish Time

The From and To fields define a range of: planned finish time of the activities for which group planning is generated.

Earliest Start Time

The From and To fields define a range of: earliest start time of the activities for which group planning is generated.

Latest Finish Time

The From and To fields define a range of: latest finish time of the activities for which group planning is generated.

Emergency Orders Only

If this check box is selected, LN considers only emergency orders to generate group planning.

Project

Project

The From and To fields define a range of: projects for which group planning is generated.

Activity

The From and To fields define a range of: project activities for which group planning is generated.

Line

The From and To fields define a range of: project activity lines for which group planning is generated.

Budget Status

The From and To fields define a range of: status of the project assignments.

Non-Conformance Report

Status

The From and To fields define a range of: Non-Conformance report activities status.

Allowed values

Open

Submitted

Assigned

Dispositioned

Canceled

Closed

Corrective Action Plan

Task

The From and To fields define a range of: Corrective Action Plan tasks.

Status

The From and To fields define a range of: Corrective Action Plan activities status.

Allowed values

Open

Submitted

Approved

Modified

Closed

Cancelled

Note: You can cancel a CAP with status Open, Modified, Submitted or Approved. When you re-open the cancelled CAP, LN sets the CAP status to Modified.

Options

Simulate

If this check box is selected, LN runs the group planning process in simulation mode. The results are not saved in the database. This process enables you to review the results before generating the group planning.

Read Original Activity Times

The start and finish time options that can be considered for group planning.

Allowed values

Planned Times

Original Times

Actual Times

Note: 

• This field is set to Planned Times and disabled when a QM-related origin is chosen.
• This field is set to Planned Times or Actual Times when a Manufacturing related origin is chosen.

Update Planning Fields of Group Planning Activities

If this check box is selected, LN updates the existing group planning data.

Note: LN generates an error report if an existing activity is identified. The firm planned activities are not updated.

Plan Forward

The options to determine how the specified activities can be planned.

Allowed values

No

Activities are sorted based on time, the activities will not be planned.

From Start Time Activities

The start time of the first activity in a group to be planned is the earliest start time of the activity. If no earliest start time is specified for the activity, the planned start time (a mandatory field) will be used.

From Specified Time

The start time of the first activity to be planned is defined by the user in field Plan Forward From. The time in this field is the start time of the first activity in a group to be planned. When no start time is specified LN displays an error message.

From Finish Time Orders

The start time of the first planned activity to be planned is the finish time of the last service order with the same characteristics as the planned activity. This option is only applicable for planned activities.

Plan Forward From

The start time of the first activity in a group to be planned.

Note: This field is enabled only if you set the Plan Forward field to From Time.

Delete Plan

If this check box is selected, LN deletes the existing group planning data.

Delete Plan From

The planned start time of groups to be frozen. All the groups that are generated after this specified time are deleted.

Note: This field is enabled only if Delete Plan check box is selected.

Delete Transferred Planned Activities from Group Planning

If this check box is selected, LN deletes the existing planned activities that are linked to the service orders or work orders, from the group planning.

Note: This field is disabled when a QM-related activity origin or Manufacturing-related origin is chosen.

Process Report

If this check box is selected, LN generates process report. This report contains an overview of the activities that are added during the load run.

Error Report

If this check box is selected, LN generates error report. This report contains details of the warnings and errors that occur during the load run.

Automatically Freeze Activity Set

If this check box is selected, LN freezes the activity sets after planning.

Freeze Activity Set When Start Before

The latest start time of the groups that must be frozen. The activity sets that have a start time before this specified time, are frozen.

Note: This field is enabled only if Automatically Freeze Activity Set check box is selected.

Automatically Firm Plan Activities

If this check box is selected, LN sets the status of the activity of the group planning, to Firm Planned.

Note: 

This field is enabled only when the Activity Origin field is set to Service Order or Work Order and the status of the activities added to group planning is set to Planned.

If the status of the original service order activity or work order activity is equal to or higher than the status specified in the From Service Order Activity Status field, LN sets the status of the activity of the group planning, to Firm Planned.

An activity is set to firm planned only when the planning process is executed successfully.

From Service Order Activity Status

The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to firm planned.

Allowed values

Planned

When you plan a service order by means of the Service Order Resource Planning (tssoc2260m000) session, the service order status changes from Free to Planned.

Released

Under this status the service engineer carries out the service order. You can change the service order's status to Released when you plan the service order by means of the Service Order Resource Planning (tssoc2260m000) session, or when you choose Release on the appropriate menu in the Service Orders (tssoc2100m000) session.

Completed

The status of service orders that are successfully carried out. To change a service order's status from Released to Completed, choose Complete on the appropriate menu in the Service Orders (tssoc2100m000) session. The service order is then removed from the planning system.

Costed

The status of financially approved service orders. To change a service order's status to Costed (only possible if the status is Released or Completed), choose Cost on the appropriate menu in the Service Orders (tssoc2100m000) session.

Note: Before you change the status to Costed, make sure that all the service order's actual cost lines are entered, and financially approved.

Closed

You can change a service order's status from Costed to Closed by means of the Close Service Orders (tssoc2201m000) session. Service orders with the status Closed cannot have their data changed.

Canceled

You can cancel service orders of status Planned, or Released, by means of the Cancel Service Order (tssoc2204m000) session, but only if all the activities linked to the service orders have the status Planned or Released and have no actual costs booked.

Note: If costs are already invoiced (cost line status is Costed or Posted to Finance), you cannot change the status of the service order and its related activities to Canceled.

Rejected

Free

The status when you first define a service order.

Note: 

This field is enabled only when the status of the activities added to group planning is set to Planned.

When an activity in group planning is set to Firm Planned, the status of all the existing activities in the same activity set is also set to Firm Planned.

The group planning activities generated from service order activities or work order activities can be set to Firm Planned. Group planning activities generated from planned activities cannot be set to Firm Planned.

LN does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned.

From Non-Conformance Report Status

The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to Firm Planned.

Allowed values

Open

Submitted

Assigned

Dispositioned

Canceled

Closed

Note: 

This field is enabled only when the Activity Origin field is set to Non-Conformance Report and the status of the activities added to group planning is set to Planned.

If the activity in group planning is set to Firm Planned, then the status of all the existing activities in the same activity set is also set to Firm Planned.

LN does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned.

From Corrective Action Plan Task Status

The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to Firm Planned.

Allowed values

Open

Approved

In Progress

Completed

Closed

Canceled

Note: 

This field is enabled only when the Activity Origin field is set to Corrective Action Plan and the status of the activities added to group planning is set to Planned.

If the activity in group planning is set to Firm Planned, then the status of all the existing activities in the same activity set is also set to Firm Planned.

LN does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned.

From Job Order Operation Status

The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to Firm Planned.

Allowed values

Planned

The status when the plan is created.

Ready to Start

When there is enough Quantity Completed on all the previous operations to report complete the minimum order quantity of the operation in the Report Operations Completed (tisfc0130m000) session, the operation status is set to Ready to Start by the previous operation.

Started

If you use LN the operation status is Started when any quantity is reported as completed in Job Shop Control .

Active

A WIP transaction has been performed on this operation. When the first operation is set to Active, the order status becomes Active too.

Blocked

The operation has been blocked in Job Shop Control by the user or by an inspection order. Refer to Blocking operations.

Completed

All the work has been completed for the operation. The quantities reported as completed and rejected are final. You can set this status in the Report Operations Completed (tisfc0130m000) details session. If required, you can click Reset Operation Status in the Report Operations Completed (tisfc0130m000) details session to change the operation status from Completed back to Active.

Closed

The financial results of the operation have been calculated. Operations can only be closed in LN.

Note: 

This field is enabled only when the Activity Origin field is set to Job Shop Order and the status of the activities added to group planning is set to Planned.

If the activity in group planning is set to Firm Planned, then the status of all the existing activities in the same activity set is also set to Firm Planned.

LN does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned.

From Project (PCS) Activity Status

The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to Firm Planned.

Allowed values

Not Started

In Progress

Completed

Note: 

This field is enabled only when the Activity Origin field is set to Project (PCS) and the status of the activities added to group planning is set to Planned.

If the activity in group planning is set to Firm Planned, then the status of all the existing activities in the same activity set is also set to Firm Planned.

LN does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned.