Creating maintenance material request

In this page, you can create a maintenance material request transaction. Tell me more.

Select the “Create Material Request” link in the “Select Work Order” business component.

The “Create Maintenance Material Request” page appears.

Note: Based on the details entered in the main page, the system retrieves only those work orders, for which not all the quantities of required parts are requested, and consumption mode is set as “Normal”.

The system displays the following field:

Date Format

The format in which the date fields are displayed. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

The system displays the following field in the “Maintenance Request Details” group box on clicking the “Create Material Request” pushbutton:

Material Request #

A unique number identifying the material request. This number is generated by the system based on the numbering type specified, at the time of creating the material request.

Enter the following fields:

Numbering Type

Use the drop-down list box to select the numbering type for generating the material request number. Mandatory. The system lists the numbering types defined for the “Material Request” transaction type in the “Create Numbering Class” activity in the “Document Numbering Class” business component.

The system displays the following fields:

MR Type	The type of the maintenance request. The system displays “Planned”, if all the quantity required is requested. Otherwise, the system displays “Unplanned”.
Status	The status of the material request.
MR Class	The class of the maintenance material request. The system displays “Maintenance”.

Enter the following fields:

User Status	Use the drop-down list box to set the user-defined status for the material request. The system lists all the “active” quick codes of type “User Status” defined in the “Create Quick Codes” activity of the Material Request business component.
Warehouse #	Use the drop-down list box to select the warehouse from where you wish to collect the required part. Mandatory. The system lists all the “Active” warehouses defined in the “Create Warehouse Information“ activity of the “Storage Administration” business component. By default, the system displays the issue warehouse associated to the primary work center, if the issue warehouse is common for all the part types. Else, the system leaves the field blank by default.
Note: If the hangar work order has reference to customer order, ensure that the warehouse selected in the above field is valid and is mapped to the customer. The system displays the following:
Warehouse Description	The textual description of the warehouse.
Request For	Indicates whether the material request is created for internal parts, customer parts or both the internal and customer parts.
Enter the following:
Need Date	The date on which the parts will be consumed or needed (Date Format). Mandatory. The date entered here should be equal to or later than the current server date. By default, the system displays the current server date or the earliest schedule date of the associated work order or work order tasks, whichever is later.
MR Category	Use the drop-down list box to specify the category to which the material request belongs. The system lists the quick codes of type “MR Category” as defined in the “Create Quick codes” activity of the “Material Request” business component that are in the “Active” status.
MR Priority	Use the drop-down list to assign a priority to the material request. Mandatory. The system displays the following options:
	Normal - MR raised for parts that pertain to the usual requirement of an aircraft.
	AOG - MR raised on the aircraft on ground. This is the situation where the parts are required immediately since the aircraft has been grounded. MR of this type must be assigned the highest priority.
	The system displays “Normal” by default.

Note: If the MR priority is set to “AOG”, ensure that the need date is the date next to the current server date or earlier.

The system displays the following in the “Customer Details” group box:

Customer #	The number identifying the customer, who owns the aircraft.
Customer Name	The name of the customer owning the aircraft.
Customer Order #	The number identifying the order placed by the customer.
Aircraft Release Date	The date on which the aircraft should be released to the customer, after the completion of the work order.

Note: The "Customer #" and "Customer Name" fields are applicable only when the aircraft is not self-owned and the customer details are recorded in the system.

The system displays the following fields in the “Reference Document Details” group box:

Visit Package #	The number that identifies the visit package.
Work Order #	The work order for which the maintenance material request is raised.
Work Center #	The work center where the parts are required.
Aircraft Reg #	The aircraft for which the parts are required.

Enter the following:

Requestor

The number identifying the employee who raised the request for the part (Alphanumeric, 15).

The employee number should have already been defined in the “Create Employee File“ activity of the “Employee Information” business component.

The system displays the login employee code by default.

The employee name will be displayed alongside, if the employee code has been entered. If the employee code has not been entered, you can enter the employee name here (Alphanumeric, 77).

Help facility available.

Component #

The component number of the part (Alphanumeric, 90). Ensure that the value entered here is a valid component number in “Active” status as defined in the “Aircraft” business component. Also ensure that the component is attached only to the aircraft specified in the “Aircraft Reg #” field.

By default the system displays the component number involved in the “On-Wing” or “Component Removal” job associated to the work order specified in the “Work Order #” field.

If no “On-Wing” or “Component Removal” job exists for the work order, the system leaves the field blank by default.

Help facility available.

Enter the following fields in the “Options: group box:

Hard Allocation Required

Check this box to indicate whether reserved or hard allocation is required for ‘non-disposition’ kind of part.

The system displays the following field:

Part Type

The type of the part for which the maintenance material request is raised.

Enter the following:

Issue in Single Lot

Check this box to indicate that the part has to be issued in a single lot.

Enter the following field in the “Part Details” multiline:

Part #

The number identifying the part for which the material request is raised (Alphanumeric, 40). Mandatory. Ensure that the part number is valid and is of “Active” planning status as defined in the “Create Part Main Information” activity of the “Part Administration” business component.

Help facility available.

Note: If the part requested is either unplanned (parts which are not identified as standard requirements in the work order) or of additional quantity (excess quantity which is not identified as standard requirements in the work order), then the quantity requested additionally is apportioned amongst the reference documents through which the MR is created.

The system displays the following fields:

Part Description	The textual description of the part.
Part Type	The type of the part.

Enter the following:

UOM

The unit of measurement in which the parts are required. Mandatory. The unit of measurement must be a valid “Active” status UOM for the part defined in the “Create UOM” activity of the “Unit of Measurement Administration” business component or you can enter any valid UOM defined for the part in the “Maintain UOM Conversions” of the “Part Administration” business component. If you leave this field blank, the system assumes the UOM in which the part is stocked.

Entry in this field is mandatory, if the “Part #” field is entered.

Help facility available.

The system displays the following fields:

Est. Qty.

The estimated quantity of the parts required to complete the work order task.

Enter the following:

Qty. Required

The total quantity of the part required (Decimal). Mandatory. Ensure this is a positive value. If the part type is “Kit” or “Component”, ensure the number is not entered in fractions.

The system displays the following fields:

Available Qty

The quantity of parts available for issue.

Enter the following:

Substitute Part #	The number identifying the alternate part that can be used, if the part entered in the “Part #” is not available. Ensure this part number is defined in the “Create Part Main Information” activity of the “Part Administration” business component, and is in “Active” status. Help facility available.
Substitute Type	Use the drop-down list box to select the substitute type for the part. The system lists the following options: “Not Allowed” – Select this option to indicate that substitution with the alternate part is not allowed for the requested part. “NHA” – Select this option to retrieve the next higher assembly for the requested part. “Specific Alternates” – Select this option to retrieve specific alternate parts for the requested part. Entry in this field is mandatory, if the “Substitute Part #” field is entered.
Note: If the “NHA” or “Specific Alternates” option is selected, ensure that the “Substitute Part #” field is not left blank. If the “Specific Alternates” option is selected in the “Substitute Type” field, the system ensures that the value entered in the “Substitute Part #” field is either a valid alternate part number as identified in the “Create Part Main Information” activity of the “Part Administration” business component, or is a position-based alternate as identified in the “Build Aircraft Configuration” activity of the “Configuration” business component.
Stock Status	Use the drop-down list box to select the stock status in which the part is required. The system lists all the “Active” stock statuses that are mapped to the transaction type “Material Request” in the “Create User Defined Stock Status” activity of the “User Defined Stock Status” business component.
Note: Ensure that “PBH” option is selected, under the following circumstances: a) The part is identified as PBH part for the supplier who is mapped to the aircraft specified in the “Aircraft Reg #” field. b) The part and its higher assembly part are identified as PBH object list for a supplier. c) The component that is requested for a “Component Removal” job or “Onwing” job, along with its higher assemblies, is identified as PBH for the supplier. Note: You cannot modify the stock status from “PBH” to any other stock status, for a part that is mapped as a PBH part for the aircraft and the supplier. You cannot repeat the part number for a particular stock status.
Preferred Condition	Use the drop-down list box to specify the condition in which the part of type “Component” is required. The following are the available conditions:
	New – Select this option to indicate that the part must be new or purchased recently.
	Overhauled – Select this option to indicate that some maintenance action or servicing must be done on the part, and the part has not been used after servicing.
	Serviceable – Select this option to indicate that the part must be in a usable condition.
	The system sets the field blank by default. Leave this field blank if you do not wish to specify the condition.

The system displays the following field:

Issue Basis

Indicates whether the part is a “Returnable”, “Non Returnable” or a “Core Returnable” part. Core returnable indicates that instead of the issued part any other part can be returned.

Enter the following:

Exp Return Date	The date on which the part is expected to be returned (Date Format). Data entry in this field is mandatory if the “Issue Basis” is “Returnable”. Ensure the date is equal to or later than the current server date.
Remarks	Any comments or remarks on raising the material request for the part (Alphanumeric, 255)

Select the hyperlinked part description to view the parts information.
Enter the following field in the “Other Details” group box:

User Defined Details – 1	Any other additional details pertaining to the material request (Alphanumeric, 255).
User Defined Details – 2	Any other additional details pertaining to the material request (Alphanumeric, 255).
Delivery Instruction	Any general instruction regarding the delivery of the parts (Alphanumeric. 255). Zoom facility available.
Remarks	Any additional remarks pertaining to the material request. Typically, the reason for creating the material request can be entered here (Alphanumeric, 255). Zoom facility available.

Check the box in the “Select” column of the multiline to mark the part for deletion.
Click the Delete icon in the toolbar above the multiline to delete the selected parts.

To create the material request

Click the “Create Material Request” pushbutton to create the material request.

Note: Only one material request can be generated for the work order at a time.

Note: The system ensures that at any instance only one material request is generated for the work order.

Note: Ensure that the planning status of the part selected for material request creation, is set to “Active” for the login organization unit.

The system performs the following on clicking the “Create Material Request” pushbutton:

The system creates the maintenance material request and sets the status as “Draft”. The system stores the name of the login user and the current server date as the “Created Date”.
If the issue basis is “Returnable”, the system updates the expected return date (if not entered), with the schedule end date of the work order at the work order level, or the schedule end date of the visit package at the visit package level.
If the work order has reference to customer order and if the current business component interacts with the “Customer Order” business component, then the sytem updates the stock status for all the requested parts, based on the Preferred Stock Status identified for the reference Customer Order in “Customer Order” business component. Else, the system updates the preferred stock status identified for the Aircraft Reg # from the “Aircraft” business component.

On auto-generation of MR, the system performs the following if the hangar work order is based on the customer order:

updates the “Request For” field as “Customer”, “Internal” or “Internal and Customer” in the “Material Request” business component based on the value set in the “Spares Supplied By” field in the “Customer Order” business component, if Customer Order reference is identified for the Work Order
updates the “Request For” field as “Internal” in the Material Request” business component, if the ownership of the aircraft identified in the work order is “Owned” or “Leased Out”. Else, the system updates the value “Internal and Customer” in the “Request For” field.

To confirm the material request

Click the “Confirm Request” pushbutton to confirm the material request.

If the “Material Request Authorization” is set as “Required”, the system changes the status to “Fresh”. Otherwise, the system changes the status to ”Authorized”.

The system performs the following:

If the work order has reference to customer order and if the current business component interacts with the “Customer Order” business component, then the sytem updates the stock status for all the requested parts, based on the Preferred Stock Status identified for the reference Customer Order in “Customer Order” business component. Else, the system updates the preferred stock status identified for the Aircraft Reg # from the “Aircraft” business component.
updates the “Request For” field as “Customer”, “Internal” or “Internal and Customer” in the “Material Request” business component based on the value set in the “Spares Supplied By” field in the “Customer Order” business component, if Customer Order reference is identified for the Work Order
updates the “Request For” field as “Internal” in the Material Request” business component, if the ownership of the aircraft identified in the work order is “Owned” or “Leased Out”. Else, the system updates the value “Internal and Customer” in the “Request For” field.

To proceed, carry out the following

Select the “Edit WO–Part Requirements” link at the bottom of the page to modify the parts requirements of the work order.
Select the “Inquire Warehouse Stock Balance” link at the bottom of the page to view the stock balance in the warehouse.

Creating maintenance material request – An overview

In this page, you can create a maintenance material request transaction. A unique maintenance material request number will be generated by the system based on the numbering type you select in this page. You must specify the following details:

The material request priority, to indicate whether the material request created is for usual requirement of an aircraft or for an aircraft on ground.
The date on which the material is required
The warehouse from where the materials can be collected
The status of the material request.

You can also specify the category to which the material request belongs and the user-defined status for the warehouse.

The system displays the reference document, aircraft, work order and the work center that triggered the material request.

You can also specify whether hard allocation is required for ‘non-disposition’ type of part and whether the parts have to be issued in a single lot. You can enter the following part details based on the part type you select in this page:

The part number and required quantity
The alternate part if the requested part is not available
The stock status in which the part is required
The required condition of the part
The expected return date for the returnable part

You can also enter the user-defined details, delivery instructions and general comments about the material request. The system creates the material request number and stores the name of the currently logged in user and current server date.

For the “AOG” material request, if the “AOG Material Request Authorization” is set to “Automatic” in the “Set Inventory Option” activity of “Logistic Common Master” business component, the system sets the MR to “Authorized” status.

What you can do in this page

Set the priority for the material request

Specify the warehouse for the required parts

Assign a user-defined status for the material request

Specify the category of the material request

Specify the condition in which the part is required

Set the priority for the material request

The priority of the material request can be specified. You can create a material request with “Normal” priority to indicate that the MR is created for parts that pertain to the usual requirement of an aircraft or with priority “AOG” to indicate that the MR is created on the aircraft that is grounded. This is the situation where the parts must be available immediately because the aircraft cannot fly without the part. MR of this type must be assigned the first priority.

Set the “MR priority” field as “Normal”, to create a normal material request.
Set the “MR priority” field as “AOG”, to create an AOG material request.

Specify the warehouse for the required parts

You can specify the warehouse from where you wish to collect the required parts. The system lists all the “active” warehouses defined in the “Create Warehouse Information” activity of the “Storage Administration” business component, as options.

Set the appropriate option in the “Warehouse” field, to specify the warehouse from where you wish to collect the required parts.

Assign a user-defined status for the material request

You can specify the user-defined status of the material request.

Set the appropriate option in the “User Status” field, to assign a user-defined status for the material request.

Specify the category of the material request

You can specify the category to which the maintenance material request belongs.

Set the appropriate option in the “MR Category” field, to select the category of the material request.

Specify the condition in which the part is required

You can specify the condition in which the requested part is needed.

Set the “Preferred Condition” field to “New”, to indicate that the part must be new or purchased recently.
Set the “Preferred Condition” field to “Overhauled”, to indicate that some maintenance action or servicing must be done on the part, and the part has not been used after servicing.
Set the “Preferred Condition” field to “Serviceable”, to indicate that the part must be in a usable condition.