Cancel Related Work on PM Plan

Explanation

Use this activity to cancel the work tasks or work task steps related to the PM action from the work order generated for a Maintenance Plan line. This will remove the work order reference from the plan line and make it available for regeneration.

If the work order has been generated for a single PM action or by grouping several PM actions;

• Cancel Related Work will cancel the work tasks referenced to that PM action (on which the cancellation is done). Permits originating from the PM action will need to be manually adjusted on the work order to reflect the cancelled Preventive Maintenance event.

If the work order has been generated by merging several PM actions;

• Cancel Related Work will cancel the work task step referenced to that PM action (on which the cancellation is done). Other information related to this PM action that are on the merged work task such as duration, planning lines, purchase requisitions and material demands need to be manually removed. Additionally, permits originating from the PM action should be adjusted on the work order to reflect the cancellation.

Prerequisites

• The PM action should be active and valid.
• A work order should be generated for the PM Maintenance Plan line.
• Cancel cause should be set for work task and/ or work task step in Work Task Basic Data.

System Effects

• The work tasks or work task steps that originated from the PM action will be cancelled on the generated work order.
• The Work Order reference will be removed from the PM Maintenance Plan line and the Plan line will be available for regeneration by Calendar, Condition, Event or manual generation.
• The references to the PM action will be removed from the work tasks and/ or work task steps.
• Journal entry will be made on Prepare Work Order and Report In Work Order windows to record the cancellation of work tasks and/or task steps.

Window

PM Action

Related Window Descriptions

PM Action 
PM Action/Maintenance Plan

Procedure

1. Open the PM Action window and query for an existing record (F3).
2. Click on the Maintenance Plan tab and select the plan line for which a work order has been generated.
3. Right-click on the plan line and click Cancel Related Work.
4. Select the Cancellation Cause from the list of values in the Cancellation dialog, add a comment and click OK.