Assignment of Notifications to Orders 

Use

To plan and execute the tasks requested in a notification in detail, you need a service or maintenance order, to which the notification must be assigned.

Detailed planning means, for example, that the individual work steps are described in detail, the required materials and production resources/tools are specified, the budget and account assignment details have been defined for subsequent cost allocation, and permits are assigned. Once all the work steps have been executed, and the order thereby completed, the costs incurred are billed to the party responsible (for example, the cost center that owns the piece of equipment) and the order is completed.

When planning concrete tasks in the order, you can refer to several notifications or technical objects. For this, you can use object lists, which contain all the relevant notifications and technical objects.

On the one hand, you can combine several notifications that refer to a particular object in a single order. This could be the case, for example, if several object defects are to be repaired on one maintenance or service date.

On the other hand, you can combine several notifications that refer to different objects in a single order. This would be advisable, for example, if connected object defects need to be repaired on one maintenance or service date.

However, you can also create an order directly, without having to create a notification first.

Technical findings, such as data regarding system downtimes, system statuses, and tasks can only be entered in the notification, not in the order. For more information, see Entry of Technical Findings.

Features

To assign a notification to an order, which does not exist in the system, you can choose one of the following procedures:

You create an order from the notification, but do not branch into it. Usually, the order is created in the background, using the existing notification data. You access this function using: Order ® Create ® In background.

You create an order from the notification, and branch to it in order to process it immediately. You access this function using Order ® Create ® Direct.

To assign a notification to an order, which already exists in the system, you can choose one of the following procedures:

During notification processing, you can enter the number of the existing order in the notification. You can thereby assign an order to the notification.

During order processing, you can enter the number of a notification. You thereby assign a notification to the order.

During order processing, you can create a notification.

You are also able to delete assignments.

Activities

Once you have saved the assignment between order and notification, the object list for the order contains the number of the assigned notification, and the notification contains the number of the assigned order.

Whenever the notification is called up from the order, the system reads the current notification data, but does not copy any notification data to the order. This enables you to change the notification, even though it is assigned to an order. The order always reads the current status of the notification.