Create Maintenance Order

Explanation

This activity is used to manually create a maintenance order for a maintenance visit. With this feature it is possible to create a maintenance order without having a planned maintenance event generate the maintenance order via a pending event. This supports the planning stage of a maintenance order, as the planners of the visit can create the maintenance order for the visit at any time prior to the actual visit occurring, and can add and remove events from the work package (maintenance order) as the needs and requirements for the visit are firmed up and established.

At creation, the maintenance order can be defined with just the workshop and planned start and finish dates. Upon saving, the order will be set to the New status and will represent an available maintenance slot without any events yet being identified. As you plan the order in detail, events can be added to or removed from the work scope as needed.

Prerequisites

To perform this activity, a workshop must be defined.

System Effects

• A maintenance order in the New status is created.
• Creating a maintenance order holding, at minimum, the workshop and the planned start and end dates represents an available maintenance slot.

Window

Maintenance Order

Related Window Descriptions

Maintenance Order
Maintenance Order/Order

Procedure

Use the following procedure to define the initial maintenance order:

1. Open the Maintenance Order window and create a new record (F5).
2. Click the Order tab.
3. In the Workshop field, enter the workshop that is to carry out the work. If a default workshop is assigned to the current user, the workshop ID is displayed automatically.

Note: Often during the planning process, work is allocated to be performed at a recommended workshop. However as the planning is firmed up and established, the recommended workshop may not be available to support the visit. Therefore, it is possible to change the workshop on the maintenance order until the release of the order. Use the List of Values to select a valid workshop.

4. In the Distribution Type field, specify the distribution type to use when distributing events on the maintenance order. A distribution type must be specified in order to connect events to the maintenance order and to set the order to the Under Preparation status.
5. In the Order Dates area, the system date and time is displayed automatically in the fields. If needed, you can change the planned and required dates.
6. Save the information (F12). An order number is assigned automatically to the maintenance order.

Use the following procedure to enter detailed information for the maintenance order:

1. In the Top Part Number field, enter the part number of the vehicle on the order. Use the List of Values to select a valid value.
2. In the Top Serial Number field, enter the serial number of the vehicle. Use the List of Values to select a valid value.

Note: The top part number and top serial number must have been defined when setting the maintenance order to the Initial Scope Definition status.

3. Select the Create WO Structure check box if a top work order should be created for the maintenance order and all events connected to this top work order in a work order structure. This check box is only applicable for events of distribution type Work Order.
4. Select the Automatically Include Mx Event check box if modification events are to be automatically included on the maintenance order. Modifications that are set to be done at the next visit in workshop or at the next interval maintenance will be automatically included on the maintenance order when an event for the same serial is included.
5. In the Progress Template field, enter the progress template to use when calculating progress of the work. If a default progress template is connected to the site to which the specified workshop is connected, the ID of this progress template is displayed automatically.
6. In the Customer Number field, enter the ID of the customer for whom the event is to be performed. Use the List of Values to select a valid value.
7. Select the Automatically Finish Order check box if you want to automatically finish the maintenance order. If this check box is selected the status of the maintenance order will be set to Finished when the last event connected to the order is set to either the Finished or Cancelled status.
8. In the Product No field, enter the product number of the product model connected to the top part revision. The value in this field appears automatically. If a value is not displayed automatically, use the List of Values to select a valid value.
9. In the Model No field, enter the model number of the product model connected to the top part revision. The value in this field appears automatically. If a value is not displayed automatically, use the List of Values to select a valid value.
10. In the Grouping ID field, enter the grouping ID for the required Execution Logic Structure (ELS) template. This field is only applicable for events of distribution type Execution Logic Structure. A grouping ID must be specified when setting maintenance orders with distribution type Execution Logic Structure to the Under Preparation status.