Release Maintenance Order
Explanation
This activity is used to release a maintenance order.
This is done when the planned maintenance order is ready for its maintenance
visit. When a maintenance order is released, the work can be started.
When a maintenance order is in the Released status it is
possible to:
- Specify task cards for events without task cards.
- Add additional task cards to events.
- Cancel existing task cards on events.
- Add additional events to the maintenance order.
Prerequisites
- A maintenance order with connected events must
exist. The maintenance order and connected events must be in the Under
Preparation status if the distribution type is Work Order or
Execution Logic Structure.
- If the distribution type of the maintenance order
is Simplified Work Order, the maintenance order you want to release
can be in the Initial Scope Definition status.
The following prerequisites are only valid if the maintenance order or the
events on the maintenance order are connected to a service quotation:
- The service quotation must be in the Released status, at least.
- The service quotation must not be in the prospect mode, i.e., the value
in the Customer Type field should not be set to Prospect.
System Effects
- The maintenance order and all connected events will
be released and work orders will be created with connected work tasks,
resources,
material etc. If the distribution type is
Execution Logic Structure, a work order structure will be created based
on the connected execution logic structure (ELS) and
presented in the same logical order as in the structure navigator and gantt
chart on the maintenance order.
- If zones and access panels have been defined for
the task card with connected subtasks that was transferred to IFS/Work
Order Management, the zones and access panels defined on the task card
will be copied to each connected subtask when they are created as work
tasks.
- If resource activities have been generated for the resource demand on
the maintenance order, these activities will be created as resource
activities for the work order. The activity origin of the resource
activities will be changed from Maint Order Task Card to Task
Management Line.
The following system effects are only valid if the maintenance order is
connected to a service quotation:
- The customer identity is set on all work orders created for the
maintenance order. If the maintenance order has the Execution Logic
Structure distribution type, the customer ID is taken from the
maintenance order. For all other distribution types, the customer ID is
taken from the service quotation to which the event is connected.
- The quotation currency is set on all work orders created for the
maintenance order. The quotation currency governs the currency in which the
revenue lines (quoted work) will be sent to the customer.
- For each work order that is created, the customer order type is set to
SEO (Service Order).
- For each work order that is created, the coordinator of the work order
is set to the coordinator of the service quotation.
Window
Maintenance Order
Related Window Descriptions
Release Maintenance Order
Maintenance
Order
Maintenance Order/Order
Procedure
- Open the Maintenance Order
window
and search for the necessary maintenance order.
- Right-click, point to Status, and then
click Release. The Release Maintenance Order dialog box
opens.
- In the Release Date field, the system date
is displayed automatically. You can change the default date if needed,
provided that the new date is not in the future.
- Select the Update Sign Off Requirements
check box if you want the sign off requirements on the maintenance order to
be updated automatically.
- Select the Create Snapshot of Maintenance Order
check box if you want a snapshot of the maintenance order to be taken upon
releasing.
- In the Snapshot Description field, a default description appears
automatically. If needed, you can enter additional information to the
existing description or enter a new description in the field. A
value in this field is required to be entered if the Create Snapshot of
Maintenance Order check box is selected.
- Click OK.