Planning material for a work order

This page allows you to reserve material that is required for the completion of the work order . Tell me more.

Select the “Plan Material” link at the bottom of the “Select Work Order” page.

The “Plan Material” page appears.

The system displays the following:

Date & Time Format

The format in which the date and time 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 and time format from the "Enterprise Modeling" business component by default.

The system displays the following details in the “Work Order Details” group box:

Work Order #

The work order for which you wish to plan the materials.

Enter the following fields:

Display Option	Use the drop-down list box to specify whether you need to retrieve work order or work order tasks. The system provides the options, “All Parts” and “Problem Parts”. The system displays “All Parts” by default.
	Select “All Parts”, if you wish to retrieve all the parts required for the execution of the work order.
	Select “Problem Parts”, if you wish to retrieve only those parts whose earliest available date is later than the scheduled start date of the work order.
Task #	Use the drop-down list box to select the task for which you wish to plan the material. The system lists all the tasks that are associated to the work order. The system displays the number as a combination of the task number and the sequence number. The system sets the field blank by default. Leave this field blank to update the material planning details for the entire work order.

The system displays the following fields:

Task Description	The textual description of the task. Zoom facility available.
Aircraft Reg #	The aircraft in which the work order task is executed.
Visit Package #	The visit package created for the aircraft.
Work Center #	The work center that is responsible for the execution of the work order.
Status	The status of the work order, which could be “Fresh”, “Scheduled” or “In-Progress”.
Material Availability Status	The status of the material availability for the execution of the work order, which could be “Fully Available”, “Partially Available” or “Not Available”.
Material Plan Status	The status of the material plan, which could be “Partially Reserved”, “Reserved”, “Partially Requested”, “Requested”, “Partially Hard Allocated”, “Hard Allocated”, “Partially Issued”, "Issued”, "Material Not Available" or "Not Planned"..

Click the “Get Details” pushbutton, to retrieve the part details.

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.

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.

Enter the following in the “Schedule Details” group box:

Sch. Start Date & Time	The scheduled start date and time of the work order task or the work order (Date and Time Format). Mandatory.
Sch. End Date & Time	The scheduled end date and time of the work order task or the work order (Date and Time Format). Mandatory. Ensure the date is greater than or equal to the starting schedule date.

Note: If the starting and ending schedule dates are the same, ensure the ending time is greater than the starting time.

You cannot change the sch.start date and time, if the status of the work order is in “In-Progress”.

The system displays the following field, on clicking the “Reserve” pushbutton:

Suggested Date

The latest date of all the earliest available dates for the problem parts.

Enter the following field:

User Status

Use the drop-down list box to select the user status of the work order. The system lists all the quick codes of type “User Status” as defined in the “Create Quick Codes” activity. The system sets the field blank by default.

The system displays the following fields in the “Part Details” multiline:

Part #	The part that is required for the execution of the work order.
Part Type	The type to which the part belongs.
Part Description	The textual description of the part.
UOM	The unit of measurement of the part.
Planning Type	The planning type of the part as defined in the “Part Administration” business component.
Warehouse #	The warehouse that will issue the part.
Est. Quantity	The total number of parts estimated for the work order task or the work order.
Required Quantity	The quantity of parts required for the work order task or the work order.
Problem Quantity	The number of parts that would not be available for carrying out the work order task or work order on the planned start date. The system determines this quantity as explained below: Problem Qty = Required Qty – (Reserved Qty + Available Qty).
Available Qty	The number of parts available as “free stock” in the warehouse.
Requested Qty	The quantity requested for the work order task or work order.
Reserved Quantity	The number of parts that are already reserved for the selected work order task or work order. This will be shown only for those parts whose planning type is “Non-disposition”.
Hard Allocated Qty	The number of parts that are hard allocated for the selected work order task or work order. This will be shown only for those parts whose planning type is “Disposition”.
Issued Qty	The number of parts issued for the execution of the work order task or work order from the warehouse.
Earliest Available Date	The date on which the parts will be available the earliest based on the purchase request raised.
	The earliest available date of the part whose planning type is “Disposition” is retrieved from the "Stock Planning" business component.
	For parts of type other than “Disposition”, the system calculates the earliest available date by adding the total purchase lead time as defined in the “Part Administration: business component to the current server date.
Substitute Availability	The system displays “Yes” or “No” to indicate whether alternate parts are available for the selected part.

Enter the following fields:

Substitute Part #

The number that identifies the alternate part for the selected part (Alphanumeric, 40). Ensure this is an “active” part as defined in the “Create Parts Main Information” activity of the “Part Administration” business component.

Help facility available.

Substitute Type

Use the drop-down list box to select the type to which the substitute part belongs. The system provides the options, “Alternate” and NHA”. The system sets the field blank by default.

Note: Substitute type is mandatory, if a substitute part is entered.

Note: 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 a valid alternate part number of Alternate Type “Direct”, “Customer Specific” or “Condition based”, as identified in the “Create Part Main Information” activity of the “Part Administration” business component, for work orders based on customer order. If Customer Order reference is not identified for the Work Order, system ensures that the values entered is a valid alternate part number of Alternate Type “Direct” or “Condition based”.
the value entered in the “Substitute Part #” field is a position-based alternate as identified in the “Build Aircraft Configuration” activity of the “Configuration” business component, for work orders that does not have any reference to customer order.

The system displays the following field:

Stock Status

The stock status of the part.

Select the hyperlinked part description to view the parts information.
Check the box in the “Select” column of the multiline for reserving, unreserving, selective reserving or viewing the warehouse stock balance.

Note: The planning type for the selected parts should not be of the type “Non-Disposition”.

To reserve the parts

Click the “Reserve” pushbutton to reserve the selected parts for the work order task or work order.

The system reserves the pending reserved quantity for the selected parts. The system updates the modified scheduled date and time and stores the name of the login user and the current server date as the last modified date of the work order.

To unreserve the parts

Click the “UnReserve” pushbutton to cancel the reservation of the selected parts for the work order task or work order.

The system cancels the reservation of the pending reserved quantity for the selected parts. The system updates the modified scheduled date and time and stores the name of the login user and the current server date as the last modified date of the work order.

To update the schedules

Click the “Edit Plan” pushbutton to modify the schedule details for the work order task or work order.

To allocate parts

Click the “Allocate” pushbutton to allocate parts for the work order task or the work order.

For all the selected records, the system allocates the material in the warehouse / zone / bin

To cancel the part allocation

Click the “Unallocate” pushbutton to cancel the parts allocated for the work order task or the work order.

For all the selected records, the system de-allocates the material in the warehouse / zone / bin

To proceed, carry out the following

Select the “Selective Reservation” link at the bottom of the page to selectively reserve the spare parts for the work order.
Select the “View Warehouse Stock Balance” link at the bottom of the page to view stock balance for a warehouse.

Refer to “Viewing stock balance for a warehouse– An overview” for more details.

Planning material for a work order – An overview

This page allows you to reserve material that is required for the completion of the work order as well as for the tasks that are specified for the work order. Only estimated material can be planned for the work order. You can reserve material for the work order selected in the “Select Work Order” page.

You can allocate disposition or non-disposition parts to the work order. A disposition part is a part for which only a minimum quantity of the part is maintained in the inventory. A non-disposition part is one that is always available in the inventory. Reservation of parts is done only for a disposition part. If the scheduled quantity of a disposition part is not available in the inventory, the system reserves the available quantity and raises a purchase request for the remaining quantity. The earliest available date of the part for which the purchase request is raised is determined from the inventory. If the earliest available date of the item is later than the scheduled start date of the work order, the system displays that quantity of the item as problem quantity.

You can also unreserve the parts that have already been allocated to the work order, in this page. You can unreserve only disposition parts that have been allocated for the work order.

What you can do in this page

Reserve disposition parts for the work order

Unsreserve parts for the work order

Reserve disposition parts for the work order

You can reserve disposition to the work order. A disposition part is a part for which only a minimum quantity of the part is maintained in the inventory.

Select the parts in the multiline that you need to reserve.
Click the “Reserve” pushbutton, to reserve the selected parts for the work order.

Unsreserve parts for the work order

You can unreserve disposition parts that are already reserved for the work order.

Select the parts in the multiline that you wish to unreserve.
Click the “UnReserve” pushbutton, to unreserve the selected parts for the work order.