Planning in the Order 

Use

You can use this function if an order was generated for the test equipment created as a piece of equipment when the maintenance call was released. This is used for further planning of work to be performed.

Detailed planning is necessary for a number of reasons, to minimize the time in which the test equipment is not available or of limited availability. Planning the task in more detail will enable the employees to perform the task more efficiently on site.

For an exact description of the individual order planning functions, see Orders in the Maintenance Processing component (PM-WOC).

Features

Individual functions available for planning in the order include the following:

Material Planning

For each operation in the order, you can schedule the materials which are needed to execute the task. The materials can be bill of material components of the reference object or materials that were created in the system within Materials Management.

Production Resource/Tool Planning

To execute specific order operations, the employees in charge of the task require utilities. These utilities are managed in the system under the term "Production resources/tools" (abbreviated to PRTs). You can plan PRTs for each order operation.

Scheduling

After you have planned an order with all operations and components, you use scheduling to determine the following data:

Permits

When planning specific work, it may be necessary to observe particular regulations or conditions which are in the form of permits.

These permits can be recorded in the master data of the reference object or entered manually by the maintenance planner.

Cost Estimation

You can specify for an order how high you estimate the cost of executing it will be. You should do this if you still do not have any order data relevant for planning, but the processing costs can already be approximated.

Planned Costing

Many different costs can be incurred when processing an order. To obtain an overview of the costs accruing before the work is performed, you can use the system to estimate the costs automatically for the work planned, and then display them.

Budget Management

The budget is the approved, binding cost ceiling for an order. Whereas in the planning phase, the project costs must be estimated as exactly as possible, the funds are defined during the approval phase in the form of a budget.

Settlement Rules

In order that the costs incurred by executing the maintenance task can be settled correctly, you must enter the correct settlement rule into the system.

Generally, the settlement rule for an order is determined automatically by the system from the object data. However, you can also enter it manually.

Work Scheduling Using Sub-Orders

For extensive orders, involving, for example, several maintenance planner groups, you can create sub-orders for an order that functions as the superior order.

Operation Networking Using Relationships

The chronological sequence and dependency of the individual operations is of utmost importance for effective planning and execution of extensive maintenance work. Therefore, it is important to configure the individual operations for an order chronologically, this means, link and network them with each other. For this, the network function and relationships are also available in the maintenance order.

For more information about orders, see Orders in the Maintenance Processing component (PM-WOC).