Specifying work orders/inspection orders/calibration orders to be carried out as

Edit Transactions

This page allows you to specify the work orders, inspection orders and calibration orders to be performed as a part of the plan. Tell me more.

Select the “Transactions” link from the bottom of the main page.

The “Edit Transactions” page appears.

The system displays the following:

Plan No.	The number of the plan for which transactions must be specified.
	The description of the plan is displayed alongside.

	Zoom facility available
Plan Status	The status of the plan, which can be “Fresh” or “Confirmed”.
Plan Sch. Start Date	The date on which the plan was scheduled to start.
Est. Duration (Hrs.)	The number of hours required for the execution of the plan.
Sch. Compl. Date	The date on which the plan is scheduled to end.

Enter the following fields:

Plan Type	Use the drop-down list box to modify the type of the plan. The system lists all the plan types that have been defined in the “Define Plan Types” activity and are in the “Active” status. Leave the field blank, if you do not wish to specify a plan type. You cannot modify this field if the plan is confirmed.
Plan Category	Use the drop-down list box to modify the category of the plan. The system lists all the plan categories that have been defined in the “Define Plan Categories” activity and are in the “Active” status. Leave the field blank, if you do not wish to specify a plan category. You cannot modify this field if the plan is confirmed.

The system displays the following fields:

Est. Cost

The estimated cost that will be incurred on carrying out the plan.

Enter the following fields:

Work Group	The work group that is responsible for carrying out the plan (Alphanumeric, 30). Data entry in this field is mandatory if you wish to confirm the plan. Ensure that the work group is already defined in the “Create Work Group” activity of the “Work Group” business component.
	Help facility available
Calendar	The calendar based on which the transaction is performed. This field cannot be modified.
Apex Loc.	The location to which the cost incurred on execution of the plan will be posted (Alphanumeric, 30). Data entry in this field is mandatory, if you are confirming the plan. Ensure that the location is already defined in the “Create Location” activity of the “Maintenance Organization” business component and is in the “Active” status. You cannot modify this field if the plan is already confirmed. Help facility available.
	The description of the location is displayed alongside.
	Zoom facility available
New Sch. Start Date	The new date on which the execution of the plan is scheduled to start (Date Format).

Enter the following fields in the “Transactions” multiline:

Transaction No.	The work order or inspection order or calibration order that you wish to perform as a part of the plan (Alphanumeric, 18). Ensure the following:
	If you are specifying a work order number, ensure that the work order has been created in the “Create Work Order” activity and is in the “Fresh”, “Approved”, “Interrupted”, “Scheduled” or “Deferred” statuses.
	If you are specifying an inspection order, ensure that the inspection order has been created in the “Create Inspection Order” activity and is in the “Fresh” Status.
	If you are specifying a calibration order, ensure that the calibration order has been created in the “Create Calibration Order” activity and is in the “Fresh” Status.
	The transaction should not have already been attached to another plan.
	Help facility available
	Press <Enter>. The system retrieves the “Description”, “Trans On” and “Code” fields in the multiline.
Transaction Type	Use the drop-down list box to specify the type of the transaction. The system provides the options: “Work Order”, “Inspection Order” and “Calibration Order”. If you leave the field blank, the system
	Displays “Work Order” in this field if the transaction was defined as a work order in the “Create Work Order” activity in the “Work Order” business component.
	Displays “Inspection Order” in this field if the transaction was defined as an inspection order in the “Create Inspection Order” activity in the “Inspection Order” business component.
	Displays “Calibration Order” in this field if the transaction was defined as a calibration order in the “Create Calibration Order” activity in the “Calibration Order” business component.
	The system leaves the field blank, by default.

The system displays the following fields in the multiline:

Desc.	The description of the work order, inspection order or calibration order.
Trans On	The maintainable object on which the transaction is raised. The system displays “Equipment” or “Location”.
Code	The equipment or location for which the transaction is raised.
Sch. Start Date	The date on which the execution of the plan is scheduled to start. If you click the “Shift Sch.” pushbutton, the system shifts the scheduled start date by the number of days the plan scheduled start date shifted.
Time	The time at which the execution of the transaction is scheduled to start.
Sch. Compl. Date	The date on which the transaction is scheduled to end.
Time	The time at which the transaction is scheduled to end.

Enter the following fields in the multiline:

New Sch. Start Date	The new date on which the execution of the transaction is scheduled to start (Date Format). You cannot enter a new start date in this field if the status of the transaction is “Completed” or “Closed”.
Time	The time at which the execution of the transaction is scheduled to start (Time Format).
Work Group	The work group that will be responsible for carrying out the transaction (Alphanumeric, 30). Ensure that the work group is already defined in the “Create Work Group” of the “Work Group” business component and is in the “Active” status. You cannot modify this field if the status of the transaction is “Completed” or “Closed”.
	Help facility available
Supervisor	The login ID of the user who is responsible for supervising the carrying out of the transaction (Alphanumeric, 10). Ensure that the user has already been defined in the “Define Employee” activity of the “Resources” business component and is in the “Current” status. You cannot modify this field if the status of the transaction is “Completed” or “Closed”.
Duration	The number of hours required for carrying out the transaction (Decimal) Mandatory. Ensure that the duration is positive. You cannot modify this field if the status of the transaction is “Completed” or “Closed”.

The system displays the following fields in the multiline:

Calendar	The calendar based on which the transaction is performed.
Est. Cost	The estimated cost of carrying out the transaction.
Status	The status of the transaction.

To save the details of the transactions

Click the “Save” pushbutton to save the details of the transactions that have been entered for the plan.

The system saves the transactions to the plan and performs the following:

If a work order is added to the plan,

	If the plan is confirmed, the system changes the status of the work order to “Scheduled”, if it is in the “Fresh”, “Approved” or a “Deferred” status.
	If there are tasks in the work order , the “Scheduled By” option of the work order is set as “By Task”
	If there are no tasks in the work order, the “Scheduled By” option of the work order is set as “By Work Order”.
	The status of all tasks in the work order, except those in the “In Progress”, “Interrupted” and “Completed” status, is set as “Scheduled”.
	If a new scheduled start date is specified for the work order, sets the scheduled start date of the work order as the new scheduled start date that is specified.

Refreshes the “Est. Duration (Hrs.)” field with the difference between the earliest scheduled start date and the latest scheduled completion date of the transactions entered in the multiline.
If the plan is confirmed, the scheduled start date and scheduled completion date of the plan level work order is set as the new scheduled start date and new scheduled completion date of the plan respectively. The details of the work order re-scheduling is posted to the work order re-scheduling history . The scheduled start date and the completion date of the tasks within the work order also changes according to the new scheduled start dates that you have specified.
Displays the description of the apex location.

To shift the scheduled start date of the plan

Click the “Shift Sch.” pushbutton.

The system performs the following:

Shifts the scheduled date on which the plan is expected to commence to the date entered in the “New Plan Sch Start Date”.
The system shifts the scheduled start date of the transactions by the number of days the plan was shifted.
If this process has re-scheduled any work order, the details of the re-scheduling is posted to work order-rescheduling history.

To confirm the plan

Click the “Confirm Plan” pushbutton to confirm the plan.

The system performs the following on the confirmation of the plan:

Sets the status of the plan as “Confirmed”.
Changes the status of all work orders that have created in the plan to “Scheduled” if they are in the “Fresh”, “Approved” or “Defferred” status.

Note: The system also creates clearance request or clearance permits for the work orders based on the option that is set in the “Option Settings” activity of the “Clearance Permit System” business component.

Creates a plan level work order for the apex location of the plan with the work order status as “Scheduled”. The system stores the scheduled start date of the plan as well as for the work orders that must be performed as a part of the plan. These dates are considered as baseline dates which are later used for taking variance reports.
Sets the scheduled start date and completion date of the plan level work order as the scheduled start and the completion dates of the plan.
Reserves spare parts for the work order if the automatic reservation of spare parts for a work order on scheduling has been set in the “Option Settings” activity of the “WO Planning and Scheduling” business component.
Records the status change of the work order in work order history

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

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

To proceed, carry out the following

Select the “Material Planning” link from the bottom of the page to plan the material required for carrying out the plan.
Select the “View Part Availability” link at the bottom of the page to view the details of parts that are available for carrying out the work orders that are to be executed as a part of the plan.

Specifying work orders/inspection orders/calibration orders to be carried out as a part of the plan – An overview

This page allows you to specify the work orders, inspection orders and calibration orders to be performed as a part of the plan. These work orders, inspection orders and calibration orders are referred to as transactions. You can specify the transactions for the plan by entering the following details:

The transaction number
The type of the transaction
The work group that is responsible for carrying out the transaction
The supervisor who is in charge of supervising the transaction
The number of hours required for carrying out the transaction
The calendar based on which the transaction must be performed

You can shift the schedule for carrying out the plan in this page. You can specify the new start date and time and shift the schedule of the plan. The system shifts the scheduled start date of the plan as well as the scheduled start date of the transactions that must be carried out as a part of the plan.

You can confirm the plan in this page. On confirmation, the status of the plan is set as “Confirmed” and a work order is generated at the plan level for the apex location. You can raise purchase requests and service requests only for a plan that is in the “Confirmed” status.

What you can do in this page

Shifting of plan schedules

Confirm the plan

Shifting of plan schedules

You can shift the scheduled start dates of the plan, thereby shifting the scheduled start dates of all the work orders in the plan.

Enter a new scheduled start date of the plan in the “New Plan Sch Start Date” field and click the “Shift Schedule” pushbutton.

Confirm the plan

You can confirm the plan and baseline the scheduled start dates of the plan for the purpose of taking variance reports.

Click the “Confirm Plan” pushbutton to confirm the plan.