Plan Work Orders (tswcs3200m000)

Use this session to plan or to release work orders and their related work order activities.

Work orders are planned when:

The work order is accepted in the work load of a shop or a depot.
The work order activities for the work order are planned.
Required resources are allocated to the work order (activity).

You can release:

The work order.
The first work order activity. After you release, carry out, and complete the first activity, you can release the next sequential activity.
All work order activities. You can release all activity lines in a batch.

If commitment control is implemented, a commitment from Warehousing for the material requirement lines is required in the planning phase. The item must then be received in the shop or depot before the work order and the work order activities are released.

After the work order is released, the shop documents must be printed. If the work order is subcontracted, a purchase order must be created. For each work order activity a corresponding subcontracting resource line is used to create the purchase order line. The additional required items are added to a text and are added to the purchase order text.

A work order can be planned if:

The work order status is Free or Planned.
The work order is not subcontracted.
The work order can originate from a maintenance sales order.

If the maintenance sales order is blocked, the related work order cannot be planned or released.

If the Via Purchase delivery type is used, you must create a purchase order for each material resource line. The delivery time is equal to the earliest start time.

If you have selected another delivery type, allocate the materials to the work order. If commitment control is implemented, a commitment from Warehousing for the material requirement lines is required.

You can also allocate tools and other requirements to the work order.

To recalculate planning times, the work order status must be set to Planned. The activities that are related to the work order are planned. Next, you must check if a subcontracting item is defined for all activities. The item can be defined in the Activity Management module or on the work order. You can create a resource line for each work order activity. You can modify the standard cost, which is used when the order is transferred as a purchase price to the Purchase Control module.

Field Information

Work Order

The From and To fields define a range of: work orders that must be released.

Work Order

The From and To fields define a range of: work orders that must be released.

Planned Start Time

The From and To fields define a range of: date and time for which the work orders must be released.

Planned Start Time

The From and To fields define a range of: date and time for which the work orders must be released.

Operations Department

The From and To fields define a range of: service departments for which the work orders must be released.

Service Department

The From and To fields define a range of: service departments for which the work orders must be released.

Sold-to Business Partner

The From and To fields define a range of: business partners for whom the work orders must be released.

Sold-to Business Partner

The From and To fields define a range of: business partners for whom the work orders must be released.

Maintenance Sales Order

The From and To fields define a range of: maintenance sales order.

Maintenance Sales Order

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

Action

Select the appropriate action:

Check Skill

If this check box is selected, LN checks if the assigned engineer has the required skills to execute the work order activities.

Default value

By default, this check box is selected.

Check Assignments

Indicates if assignments are linked to the activity.

Default value

By default, this check box is selected.

Note: This field is visible only if the Use Assignments in Work Orders and the Assignments are Mandatory check boxes in the Work Order Parameters (tswcs0100m000) session are selected.

Material Availability

Check ATP Inventory

If this check box is selected, the ATP Inventory check is performed.

Note: The ATP check is only performed, if the Order System is set to Planned in the Items (tcibd0501m000) session and the Include in Enterprise Planning check box is selected in the Warehouses (tcmcs0103s000) session.

Skip Blocked Inventory

If this check box is selected, the blocked quantity is subtracted from the On Hand quantity during the Planned Inventory check and the On Hand Inventory check.

Note: This field is enabled only if the Check Planned Inventory check box or the Check On Hand Inventory check box is selected.

Check Planned Inventory

If this check box is selected, the Planned Inventory check is performed.

Check On Hand Inventory

If this check box is selected, the On Hand Inventory check is performed.

Scope of Inventory Check

Check if the material is available in the warehouse defined on the Material Line (Current Warehouse Only) or in one of the warehouses in the same cluster as the warehouse defined on the Material Line (All Warehouses in Cluster).

Note: This field is enabled only if the Check Planned Inventory or the Check On Hand Inventory check box is selected.

Allowed values

All Warehouses in Planning Cluster: Checks if the material is available in the warehouse defined on the Material Line.
Current Warehouse Only: Checks if the material is available in one of the warehouses in the same cluster as the warehouse defined on the Material Line.

Planning Times for Shortage

Update Planned Delivery Time of Material Lines

If this check box is selected, the Planned Delivery Time of the Material Lines is updated with the Planned Available Date when Inventory Check Status is set to Supply is late or Shortage in the Service Material Availability (tstdm2520m000) session. When this check box is selected, the performed inventory check (ATP Inventory or Planned Inventory) is recalculated after the update.

Note: This field is enabled only if Check ATP Inventory or Check Planned Inventory is selected.

Update Activities and Orders with Latest Planned Material Line

If this check box is selected, the Planned Start time of the orders and the activities of the related material line, are updated with the latest Planned Delivery time of the material lines..

Synchronize Materials with Latest Planned Material Line

If this check box is selected, the Planned Delivery time of all material lines belonging to the order or activity are updated with the last Planned Delivery time of the material lines.

Order Type

purchase order type

Note

You can only select a range of purchase order types and purchase order series if the Order Management (TD) check box is selected in the Implemented Software Components (tccom0100s000) session.

Order Series

The series code that identifies the purchase order.

Note:

You can only select the purchase order series for the number group that is defined in the First Free Numbers (tcmcs0150m000) session.
You can only select a range of purchase order types and purchase order series if the Order Management (TD) check box is selected in the Implemented Software Components (tccom0100s000) session.

Process Report

Error Report

Information Report

If this check box is selected, LN displays the error or information message, which are defined in LN Warehouse module.

When you release a work order, warehouse orders get generated in LN Warehouse module. Warehouse orders can be automatically processed. When warehouse orders are processed, LN throws errors or displays messages related to processed warehouse orders. These messages are displayed in the information report.

Process Materials

Indicate if the material for a work order must be processed when the work order is planned.

Allowed values

Yes
No
Use Default Settings

Note: If this field is set to Use Default Settings, LN considers the processing of material based on the selection in the Handle Materials during Planning check box in the Work Order Parameters (tswcs0100m000) session.