Estimates in Work Control System

You 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:

The Status is set to Free.
The Estimated Resource Line check box is selected.
The Estimated Quantity is defaulted on all the resource and subassembly lines linked to the new work order, from the existing work order resource and subassembly lines.
The outgoing subassembly lines are also copied.

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:

The Estimated Resource Line check box is selected for all the resource lines linked to this work order activity.
The Quantity specified for the reference activity in the Resource Requirements (tsacm2120m000) session is defaulted in the Estimated Quantity field on the work order resource lines and subassembly lines.

Similar process is followed when a work order is created:

From a planned activity
From a maintenance sales quotation
In the process of department transfer
From a subassembly

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:

Work Order Material Resources (tswcs4110m000)
Work Order Labor Resources (tswcs4120m000)
Work Order Other Resources (tswcs4130m000)
Work Order Outgoing Subassemblies (tswcs4150m000)

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:

Actual costs are specified for the resource and subassembly lines.
The Ownership of the item is other than Customer Owned.

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:

Resource lines created in the estimated phase exist for the activity.
Coverage lines exist for the activity.