Merge Groups and Activity Sets (tsspc3230m000)
Use this session to merge groups or activity sets in group planning.
Planned by origin
In the Selection Range group box, for a selected , if the Planned by Origin check box is selected in the Resource Planning Parameters (tsspc0101m000) session:
- The Plan Forward field is set to No and cannot be modified.
- The Status fields associated with the origins are not displayed. For example, if the Planned by Origin check box is selected for the Service Order origin, the From Service Order Activity Status field is not displayed.
Field Information
- Selection Range
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- Activity Origin
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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)
- Level
-
The group planning level to be merged.
Allowed values
- Group
-
This option deletes a group or more than one group. The groups and activities of the selected groups are deleted.
- Activity set
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This option deletes the activity sets of the selected group.
- Activity
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This option deletes the activities of the selected group.
- Group
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The From and To fields define a range of: groups that must be merged.
- Activity Set Sequence
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The From and To fields define a range of: activity sets in a group must be merged.
- Target
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- Group
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The ID of the group with which activity sets or activities are merged.
- Activity Set Sequence
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The activity set with which the activities are merged.
- Options
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- Simulate
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If this check box is selected, LN runs the merge process in simulation mode. The results are not saved in the database. This process enables you to review the results before merging the selected activities.
- Keep Sequence of Activity Sets after Move
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If this check box is selected, LN does not change the sequence of the activity sets in the target group after the new activity sets are moved to the target group. The new activity sets are added after the existing activity sets. If this check box is cleared, LN sorts all the activity sets in the target group after moving new activity sets to the target group.
- Keep Sequence of Activities after Move
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If this check box is selected, LN does not change the sequence of the activities in the target group after the new activities are moved to the target group. The new activities are added after the existing activity. If this check box is cleared, LN sorts all the activities in the target group after moving new activity to the target group.
- Plan Forward
-
The options to determine how the merged 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
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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
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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. - Automatically Freeze Activity Set
-
If this check box is selected, LN freezes the activity sets after the activity sets are merged.
- Freeze Activity Set When Start Before
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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
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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
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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
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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
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The status of service orders that are successfully carried out. To change a service order's status from Released to Completed, choose on the appropriate menu in the Service Orders (tssoc2100m000) session. The service order is then removed from the planning system.
- Costed
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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
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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
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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 Activity Origin field is set to Service Order and 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.
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 Work Order Activity Status
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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
- Released
- Completed
- Signed-Off
- Closed
- Canceled
- Free
Note:This field is enabled only when the Activity Origin field is set to Work Order and 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 work order activities can 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 Planned 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
- Released
- Transferred
- Canceled
- Free
Note:This field is enabled only when the Activity Origin field is set to Planned Activity and 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.
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 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
- Free
- Actual
- Final
Note:This field is enabled only when the Activity Origin field is set to Project and 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.
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
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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
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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
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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 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.
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.
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.
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.
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.
- Print Options
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- Process Report
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If this check box is selected, LN generates process report. The report contains details of all the activities that are merged.
- Error Report
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If this check box is selected, LN generates error report. This report contains details of all warnings and errors that occur during the process.