Aggregating the service requirements in the plan

Aggregate Service Requirement

This page allows you to consolidate the service requirements in the plan and create an aggregate service request. Tell me more

Select the “Plan Level Aggregation” link from the bottom of the “Service List For Plan” page.

The “Aggregate Service Requirement” page appears.

Plan No.	The plan for which the service requirements must be specified.
	The description of the plan is displayed alongside.
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Plan Status	The status of the plan, which can be “Fresh” or “Confirmed”.
Plan Type	The type of the plan.
Plan Category	The category to which the plan belongs.
Plan Priority	The priority or level of importance assigned to the plan.
Plan Sch. Start Date	The date on which the plan is scheduled to start.
Est. Duration (Hrs.)	The estimated duration of the plan in hours.
Plan Sch. End Date	The date on which the plan is scheduled to be completed.

Enter the following fields in the “Request Information” group box:

Requester

The code of the employee who has created the service request (Alphanumeric, 10). Data entry in this field is mandatory, if you wish to create service requests. Ensure that the employee is already defined in the “Employment Information” business component of Ramco Human Resources Management Solution and is in “Current” status.

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Mode

Use the drop-down list box to specify the mode of generation of the service request. The system provides the options “Normal” and “Express”. Set the field to “Express”, if a faster processing of service request is required. The system sets this field to “Normal”, by default.

Request Folder

Use the drop-down list box to select the request folder in which the request must be createdThe system fills in all the request folder values defined in the “Type Set-Up” business component of “Ramco Corporate Solutions”. This field should not be left blank, if a service request must be created.

Click the “Include WO Reqt.” pushbutton, to include the service requirements for the work orders that must be performed as part of the plan.

The system retrieves the consolidated service requirements of the plan in the “Services” multiline:

Line No.	The line number for which service requirements must be defined.
Service Code	The service required for carrying out the plan.
Service Variant	The variant of the service code.
Service Desc.	The description of the service.
Adhoc Service Class	The class to which the non–standard service belongs.
BOM	The bill of material, which consists of the details of the materials that are required for the service.
UOM	The unit of measurement of the service.
Total Est. Qty.	The estimated number of services required for carrying out the plan.
Already Requested Qty.	The quantity that is already requested for carrying out the plan.

Enter the following fields:

To Request Qty.	The quantity that is requested for carrying out the plan (Decimal). Data entry in this field is mandatory if a service request must be created. Ensure that the quantity entered is positive.
Need Date	The date on which the service is required (Date Format). Ensure the following:
	The date must not be earlier than the current system date and the date displayed in the “Plan Sch. Start Date” field.
	The date must not be later than the date displayed in the “Plan Sch. End Date” field.
Est. Unit Cost	The estimated cost per unit of the service (Decimal).
Preferred Supplier	The supplier from whom the service is required (Alphanumeric, 16). Ensure that the supplier is already defined in the “Employment Information” business component of Ramco Human Resources Management Solution.
	Press <Enter>.

The system displays the following field:

Name

The name of the supplier.

Enter the following fields in the “Default Information” group box:

Need Date	The date on which the service is required (Date Format). Ensure the following:
	The date must not be earlier than the current system date and the date displayed in the “Plan Sch. Start Date” field
	The date must not be later than the date displayed in the “Plan Sch. End Date” field.
Preferred Supplier	The supplier from whom the service is required (Alphanumeric, 16). Ensure that the supplier is already defined in the “Employment Information” business component of Ramco Human Resources Management Solution.

Click the “Create Service Request” pushbutton to create the service request.

The system performs the following:

If the “Need Date” and “Preferred Supplier” fields are blank in the multiline, the system assigns the need date and preferred supplier entered in the “Default Information” group box.
If the ”Need Date” field is left blank in the multiline and the “Default Information” group box, the system assigns the plan start date or the current system date, whichever is earlier, as the “Need Date”.
Adds the quantity that is entered in the “To Request Qty” field, to the quantity displayed in the “Already Requested Qty” field.
Creates a service request in a “Fresh” status for the selected rows in the multiline and for the quantity specified in the “To Request Qty” field.

The system displays the following fields in the "Record Statistics" group box:

Created By	The login ID of the user who created the receipt.
Created Date	The date and time at which the receipt was created.
Last Modified By	The login ID of the user who last modified the receipt.
Last Modified Date	The date and time at which the receipt was last modified.

To proceed, carry out the following

Select the “View Service Requests” link from the bottom of the page to view the service requests that have been raised.
Select the “Service Estimation In WO” link from the bottom of the page to view the details of service that is estimated for the work order.
Select the “Service Scheduling in WO” page to view the services that are scheduled for the work order.

What you can do in this page

Include work order requirements

Specify the mode of generation of service requests

Include work order requirements

You can include the service requirements that have been specified for the work orders that are a part of the plan.

Click the “Include WO Requirement” pushbutton to retrieve the work order requirements.

The system retrieves in the “Services” multiline, the service requirements that have been specified for the work orders that are a part of the plan.

Specify the mode of generation of service requests

You can specify the mode in which the service requests can be generated.

Set the “Mode” field to “Express”, if you require faster processing of the service request; else set the field to “Normal”.

Aggregate Service Requirement – An overview

This page allows you to consolidate the service requirements in the plan and create an aggregate service request. The system retrieves the service requirements defined for all the equipment and locations that are a part of the plan. You are also provided with the option of retrieving the service requirements that have been defined for all the work orders that must be performed as a part of the plan.

The following information must be specified for aggregating service requests:

The employee ID of the requester of the service
The mode of generation of the service requests
The category of the request that is generated
The quantity of service for which the request must be raised and the date on which the service is needed
The estimated cost per unit of the service and the preferred supplier.

If the needed date and the preferred supplier of the service is the same for all the services, you can enter the same as a default information, which will be assigned for all the services in the multiline.

The system creates service requests for the selected services in the multiline. The system re-computes the already requested quantity by adding the newly entered quantity for which service request has been raised.