Estimating part requirements

In this page, you can retrieve all the tasks within the work order and the estimate the part requirements.

Select the “Est. Part Details" tab in the “Edit Work Estimates” main page.
Enter the following fields in the “Display Filters” group box:

Task # / Description	The code identifying the task / description of the task. You can enter the number / description in full or specify it partially using the “*” character. The system lists all the task numbers / descriptions that are similar to the values entered here.
Part # / Mfr. Part #	The code identifying the part / the number assigned to the part, by the manufacturer of the part. You can enter the number in full or specify it partially using the “*” character. The system lists all the part numbers that are similar to the values entered here.
Search By	Use the drop-down list box and select one of the following values based on which part requirement details must be retrieved in the multiline. The system lists the following values: Est. Reqd. For – Indicates whether estimation is required for parts, resources or specific part. If you select this option the system lists the following values in the drop-down list box provided alongside: Mtl. Est – Select this option to retrieve the task for which part estimates is required. Res. And Mtl. Est – Select this option to retrieve the task for which resource and part estimates are required. Specific Part – Select this option to retrieve the task for which estimates is required for a specific part. Estimation Status – The estimation status of the task. If you select this option, the system lists the values “All Pending”, “Pending Estimates”, “Pending Confirmation”, “Confirmed Estimates”, “Not Required”, “Pending Re-estimates” and “Released Estimates” in the drop-down list box provided along side. Need Frequency – Indicates whether the part is mandatory for the execution of the task. If you select this option the system lists the following values in the drop-down list box provided alongside: As Required - Select this option to retrieve the details of the part which is not mandatory for the execution of the task. Always Required - Select this option to retrieve the details of the part which is mandatory for the execution of the task. Stock Status – The stock status of the part. If you select this option, the system lists all the active stock statuses mapped to the “Material Requisition” transaction in the “User Defined Stock Status” business component, in the drop-down list box provided alongside Estimation History – The estimation history of the part agains the task. If you select this option, the system lists the following values in the drop-down list box provided alongside: Latest Estimation – Select this option if you wish to retrieve in the multiline all the latest revisions baseline numbers against the relevant task. All Revision - Select this option if you wish to retrieve in the multiline all the estimation revisions of the tasks from estimation baseline 1 to (latest Est. baseline-1). By default the system leaves this field blank.
Part Description	The textual description of the part. (Alphanumeric, 150). You can enter the description in full or specify it partially using the “*” character. The system lists all the part descriptions that are similar to the values entered here.

Click the “Search” pushbutton to retrieve the details of part requirements estimated for execution of task within the work order.

The system displays the following field above the multiline:

Currency

The base currency defined for the part.

Enter the following details in the “Part Requirements” multiline:

The sequence in which the task must be executed. (Integer).

Task #

The unique code identifying the task. (Alphanumeric, 30). The task entered here must be a valid task number defined in the “Maintenance Task” business component and must be included within the Work Order.

Data entry in this field mandatory, if the task sequence number is not entered.

Help facility available.

The system displays the following field:

Task Description	The textual description of the task.
Exec. Status	The execution status of the task, which could be “Fresh”, “Planned”, “In-Progress”, “Complete”, “Pre-closed”, “Closed” or “Cancelled”.
Estimation Status	Indicates the estimation status of the task, which could be “Not Required”, “Pending Estimates”, “Pending Confirmation”, “Confirm Estimates”, “Released Estimates” or “Re-estimates Required
Est. Baseline #	The baseline number displayed when the part requirements are estimated and confirmed. If the part requirements were estimated and confirmed multiple times, the baseline number is incremented by 1 every time estimations are updated and moved to baseline history already.

Enter the following fields:

Estimation Remarks	Any comments pertaining to the estimation. Note that the system displays “Estimates auto revised to zero due to task cancellation” in this field if the relevant task is cancelled.
Part #	The code identifying the part for which the task must be executed. (Alphanumeric, 40). Mandatory. The part entered here must be a valid part number as defined in the “Part Administration” business component. Help facility available.
Mfr. Part #	The number assigned to the part, by the manufacturer of the part. (Alphanumeric, 40). Mandatory. The part entered here must be a valid part number as defined in the “Part Administration” business component. Help facility available.
Mfr. #	The code identifying the manufacturer of the part. (Alphanumeric, 45). . The manufacturer number entered here must be a valid supplier as defined in the “Supplier” business component. Help facility available.
UOM	The unit of measurement for the part. (Alphanumeric, 15). Help facility available.

Note: The system displays the “Mfr. Part #” and “Mfr. #” fields, and hides the “Part #” field, if the parameter “Enable Manufacturer Part # control in transaction” under the Category ‘Manufacturer Part #’ is set as “Yes” in the “Set Inventory Process Parameters” activity of the “Logistics Common Master” business component. If the parameter is set as “No”, the system displays only the “Part #”.

The system displays the following fields:

Std. Qty.

The standard quantity of parts for the completion of the task within the work order.

Enter the following fields:

Est. Qty.

The estimated quantity of parts required to complete the task within the work order. (Decimal). Ensure that a positive value, is entered in this field.

Note that the system displays “0” in this field for cancelled tasks if “Yes” is set as the option for the process parameter “Automatically update estimates as zero for cancelled tasks” in the “Define Process Entities” activity of the “Common Master” business component.

The system displays the following field:

Reqd. Qty.

The confirmed quantity of parts required for completion of the task.

If the user modifies the ‘Est. Qty’ and checks the “Update Requirements” box, on clicking the “Confirm Estimates” pushbutton, the value in the ‘Est.Qty’ is copied to the ‘Reqd. Qty’.

Note: The system defaults the ‘Est.Qty’ and ‘Reqd.Qty’ with the ‘Std. Qty.’. If the ‘Need Frequency’ of the part is set as “As Required” and estimation is not done, the system displays ‘Est.Qty’ and ‘Reqd.Qty’ as '0'. If the user enters a value in the ‘Est.Qty’ and clicks the “Estimate Parts” pushbutton, the system defaults the ‘Reqd.Qty’ with the ‘Est.Qty’ specified by the user.

Enter the following fields:

Stock Status

Use the drop-down list box to specify the stock status of the part. The system lists all the active stock statuses mapped to the “Material Requisition” transaction in the “User Defined Stock Status” business component.

You cannot modify the Stock Status, if the value “PBH” is selected.

The system leaves the field blank, by default.

Part Condition

Use the drop-down list box to specify the condition of the part. The system lists the following values:

New - Indicates that the part is new.
Serviceable - Indicates that the part can be serviced.
Overhaul - Indicates that some major maintenance action or servicing has to be performed on the part to make it serviceable.

The system leaves the field blank, by default.

The system displays the following:

Need Frequency

Indicates whether the part is mandatory for the execution of the task. The system displays one of the following values:

As Required - Indicates that the part is not mandatory for the execution of the task.
Always Required - Indicates that the part is mandatory for the execution of the task.

Enter the following fields:

Probability

The probability of requirement of the part. (Decimal). The system defaults the value ‘1’, if the “Need Frequency” is set as “Always Required”.

You must enter any value ranging between 0 and 1, if the ‘Need Frequency’ is set as “As Required”.

Repair Classification

Use the drop-down list box to specify the repair classification in order to differentiate the tasks which are over and above the contract (COA - Contract Over and Above) between the operator and the MRO. The system lists all the ‘Active’ quick codes of type “Repair Classification” defined in the “Maintenance Task” business component.

The system leaves the field blank, by default.

The system displays the following fields:

Part Description	The textual description of the part.
Sp. Est. Reqd.?	Indicates whether part estimation is required for external work orders. The system displays the values “Yes” or “No” based on the value of “COA?” defined in the “Sale Contract – Services” business component.
Std. Cost	The standard cost of the part, defined in the “Part Administration” business component.
PMA?	Indicates whether the part is a Parts Manufacturer Approval (PMA) part. PMA parts are those parts which are manufactured and supplied by the Original Equipment Manufacturer (OEM). The system displays the following values: “Yes” – Indicates that the part is a PMA part. “No” – Indicates that the part is not a PMA part. These parts are manufactured and supplied by an external source, with the approval of the Federal Aviation Administration (FAA).

Enter the following fields:

Warranty Reco.?

Use the drop-down list box to specify whether warranty is recommended for the part. The system lists the options “Yes” and “No”.

When parts are estimated for a task with Warranty Resolution set as “Yes”, at least one part estimated for the task must have 'Warranty Reco.?' set as “Yes”. If Warranty Resolution is set as “No”, 'Warranty Reco.?' at Task-Part estimation level must be set as “No”.

By default, the system displays “No”.

Estimation Remarks

Any comments related to the part estimation.

The system displays the following fields:

Est. Baseline #	The baseline number displayed when the part requirements are estimated and confirmed. If the part requirements were estimated and confirmed multiple times, the baseline number is incremented by 1 every time estimations are updated and moved to baseline history already.
Exec. Status	The execution status of the task, which could be “Fresh”, “Planned”, “In-Progress”, “Complete”, “Pre-closed”, “Closed” or “Cancelled”.
Effectivity Notes	A brief note describing the effectivity details of the part with respect to the main core.
Estimation Status	Indicates the estimation status of the task, which could be “Not Required”, “Pending Estimates”, “Pending Confirmation”, “Confirm Estimates”, “Released Estimates” or “Re-estimates Required.

Note: Ensure that Task # - Part # - Repair Classification - Warehouse # combination is not duplicated .n the multiline.

Click the “Get Work Actuals” pushbutton to retrieve the execution related details i.e. actual part requirements utilized for the execution of the task.
Click the “Estimate Parts” pushbutton to estimate the part requirements.

Note: The system displays an error message, if any other concurrent user tries to modify the part requirement details retrieved in the multiline.

The system performs the following on clicking the “Estimate Parts” pushbutton:

Allows modification of part requirements only for those tasks which are in status “Draft”, “Fresh”, “Planned”, “Completed”, “Closed”, or “Ext. Routed”.

Note: For the task which is in “In-Progress” status, if Actuals is not booked and if the part is not issued, modification is allowed.

Allows deletion of a task, only if the status of the task is “Draft”, “Fresh” or “Planned”, and if the Estimation Status of the task is “Confirmed Estimates”.

Note: If the status of task is “In-Progress”, and if Actuals is booked and part is issued, those tasks cannot be deleted.

The system does not allow estimation of parts, if the task has WBS code satisfying the following process parameters defined in the “Set Process Parameters” page of the “Common Master” business component:

1. ‘Workscoping Element?’ set as “Yes”.
2. ‘WBS Level?’ set as “Root Level”.
3. ‘Execution Operations?’ set as “No”.
4. ‘Repair Scheme?’ set as “Yes”.
5. ‘Allow Part Requirement Definition?’ set as “No”.

Updates the Estimation Status of the higher level task, based on the Estimation Status of the child task. The least of all the estimation status of the child tasks is updated as the Estimation Status of the higher level task.
For a Customer based Work Order, if the Estimation status is 'Pending Re-estimates', the system changes the Estimation Status to “Pending Confirmation”, if part is estimated again in the “Part Requirements” tab page.
The system does not allow estimates to be added for cancelled tasks, that is Est. Qty column in the multiline must be “0” for cancelled tasks

Sum of Estimated Quantity

The system displays the Estimated Quantity as follows: Example

Part – P1

Task – T1

Warehouse – W1

Sum of estimated quantity for T1

Task #	Part #	Est. Qty.	Stock Status	Repair Class.	Warehouse #
T1	P1	4	Internal	DOD	W1
T1	T1	5	Internal	DOD	W1

On selection of a task T1 in the “Part Requirements” tab in the multiline and the “Estimate Parts” pushbutton, the system displays the sum of estimated quantity as follows:

Task #	Part #	Est. Qty.	Stock Status	Repair Class.	Warehouse #
T1	P1	9	Internal	DOD	W1

To proceed carry out the following:

Select the "Order Execution & Warranty" tab to record the warranty information details of the part.
Select the “Task Summary Details” tab to provide an overview of the estimates of the work order.
Select the “Resource Requirements” tab to estimate resource requirements for the execution of tasks within the work order.
Select the “Charge Details” tab to estimate charge details for the part / resource estimates.