Release Maintenance Order
Explanation
This activity is used to release a maintenance order. This is done when the planned
maintenance order is ready for its maintenance visit. When a maintenance order is
released, the work can be started.
When a maintenance order is in the Released status it is possible to:
- Specify task cards for events without task cards.
- Add additional task cards to events.
- Cancel existing task cards on events.
- Add additional events to the maintenance order.
Prerequisites
- A maintenance order with connected events must exist. The maintenance order
and connected events must be in the Under Preparation status if the distribution
type is Work Order or Execution Logic Structure.
- If the distribution type of the maintenance order is Simplified Work
Order, the maintenance order you want to release can be in the Initial
Scope Definition status.
The following prerequisites are only valid if the maintenance order or the events
on the maintenance order are connected to a service quotation:
- The service quotation must be in the Released status, at least.
- The service quotation must not be in the prospect mode, i.e., the value
in the Customer Type field should not be set to Prospect.
System Effects
- The maintenance order and all connected events will be released and work
orders will be created with connected work tasks, resources, material etc. If
the distribution type is Execution Logic Structure, a work order structure
will be created based on the connected execution logic structure (ELS) and presented
in the same logical order as in the structure navigator and gantt chart on the
maintenance order.
- If zones and access panels have been defined for the task card with connected
subtasks that was transferred to IFS/Work Order Management, the zones and access
panels defined on the task card will be copied to each connected subtask when
they are created as work tasks.
- If resource activities have been generated for the resource demand on the
maintenance order, these activities will be created as resource activities for
the work order. The activity origin of the resource activities will be changed
from Maint Order Task Card to Task Management Line.
- Service contract information will be applied to the
generated work orders and/or work tasks that fulfill the requirements described
under the Explanation section.
The following system effects are only valid if the maintenance order is connected
to a service quotation:
- The customer identity is set on all work orders created for the maintenance
order. If the maintenance order has the Execution Logic Structure distribution
type, the customer ID is taken from the maintenance order. For all other distribution
types, the customer ID is taken from the service quotation to which the event
is connected.
- The quotation currency is set on all work orders created for the maintenance
order. The quotation currency governs the currency in which the revenue lines
(quoted work) will be sent to the customer.
- For each work order that is created, the customer order type is set to
SEO (Service Order).
- For each work order that is created, the coordinator of the work order is
set to the coordinator of the service quotation.
The following system effects are only valid if the value of the object property
ENBL_SERV_CONTR_FUNC is set to TRUE:
- Service contract information will be applied automatically to the generated
work orders and work tasks (including work orders and work tasks generated for
maintenance events and task cards added after release). This will be done if
a customer is defined on the maintenance order, a work type is defined on the
maintenance event, and both the order and event are not connected to a service
quotation.
- If the distribution type is set to Work Order, contract
information will be applied to the work order generated for the event, and the
belonging work tasks.
- If the distribution type is set to Execution Logic Structure,
contract information will be applied to the work tasks only. This is because
the generated ELO work orders are not specific to a maintenance event.
- Following criteria will be used to find a valid service contract and vehicle
service line:
- The customer on the maintenance order is the same as the customer on
the service contract (including additional customers).
- The part revision on the maintenance event is the same as the part revision
on the vehicle service line.
- If vehicle service lines do not exist for the part revision on the event,
find lines where the top part revision on the maintenance order is the same
as the part revision on the vehicle service line, and the Use Line
on Structure check box is selected on the line.
- If there are more than one line applicable for the part revision of
the event or the top part revision on the maintenance order, the vehicle
service line with the latest Valid From date will be applied.
- The Use on Fault Report check box should be selected
on the vehicle service line for it to be used on work orders and work tasks.
- The service contract must be in the Active status.
Window
Maintenance
Order
Related Window Descriptions
Release Maintenance Order
Maintenance Order
Maintenance Order/Order
Procedure
- Open the Maintenance
Order window and search for the necessary maintenance order.
- Right-click, point to Status, and then click Release. The
Release Maintenance Order
dialog box opens.
- In the Release Date field, the system date is displayed automatically.
You can change the default date if needed, provided that the new date is not
in the future.
- Select the Update Sign Off Requirements check box if you want the
sign off requirements on the maintenance order to be updated automatically.
- Select the Create Snapshot of Maintenance Order check box if you
want a snapshot of the maintenance order to be taken upon releasing.
- In the Snapshot Description field, a default description appears
automatically. If needed, you can enter additional information to the existing
description or enter a new description in the field. A value in this field is
required to be entered if the Create Snapshot of Maintenance Order check
box is selected.
- Click OK.