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 Generating an Order and Inspection Lot from a Maintenance Call

To generate a maintenance order and an inspection lot from a maintenance call, there are the following options:

  • The system generates an order and an inspection lot automatically within the scheduling function. You can influence the date for releasing and generating using the scheduling parameters. In this case, only the prerequisites outlined below must be fulfilled.

  • You can release a maintenance call manually . When saving, the system generates an order and an inspection lot. The procedure describes the manual release.

Note Note

If you have chosen an order type in an order which is linked with an inspection type from Quality Management, the system also generates an inspection lot without a maintenance plan when the order is released.

End of the note.


  • You have created a piece of equipment as test equipment.

  • You have created a task list and:

  • Assigned inspection characteristics (for example, diameter, color) to it

  • Maintained the QM data at header and operation level

  • You have created a maintenance plan and:

  • Assigned a task list

  • Specified an order type which is linked with an inspection type from Quality Management, and thereby allows orders and inspection lots to be generated automatically

  • The order has the status Released .

  • If you want to update the measurement documents in Plant Maintenance as an automatic follow-up action for the inspection lot, the following prerequisites also apply:

  • You have assigned a measuring point or counter to this piece of equipment. The characteristic of the measuring point/counter must have been created with reference to a class characteristic of the classification system.

  • You have created master inspection characteristics in Quality Management (QM). For more information, see Master Inspection Characteristics in the Quality Management component.

Note Note

If you do not want to use this function, you can also work with task list inspection characteristics.

End of the note.

For more information about follow-up actions, see Usage Decision for Inspection Lot .

Procedure for Manual Release

If the order should not be released automatically by the system and you want to release it manually, proceed as follows.

  1. Choose Start of the navigation path Logistics Next navigation step Qualitäty Management Next navigation step Test equipment management Next navigation step Calibration planning Next navigation step Maintenance planning Next navigation step Scheduling End of the navigation path .

  2. You reach the initial screen for scheduling a maintenance plan.

  3. Enter the number of the maintenance plan you want to reschedule and choose Enter .

  4. You reach the Schedule Maintenance Plan screen.

  5. Select the maintenance call you want to release and choose Start of the navigation path Goto Next navigation step Display schedule Next navigation step Scheduled calls Next navigation step Release call Next navigation step . End of the navigation path

Note Note

You cannot change the status of a manual call.

End of the note.

The system releases the call and automatically creates an order and inspection lot when you save.

  1. Save the maintenance plan.

For more information about working with maintenance plans, see PM – Maintenance Planning .


  • The system generates an order and an inspection lot which can be processed.

  • The system sets the status ILCR (inspection lot created) in the order.