Plan Work Order – A summary of the activity

This activity allows you to plan the requirement details for the work order. Work order planning involves the following:

•  Resource and Employee Assignment

• Material Planning

In this activity, you can assign material, resources and employees required for the work order execution.

The “Select Work Order” page allows you to select the work order for planning. The “Plan Material” page allows you to plan the material required for the work order execution.

The “Selective Reservation” page allows you to selectively reserve parts for the various work orders. You can remove parts that are already reserved for the work order and assign them to another work order, in this page. You can view the stock balance in the warehouse in the “View Warehouse Stock Balance” page.

The “Plan Resource” page allows you to plan the resources required for the work order execution. The “View Work Assignments” page allows you to view the work assigned to the work center. You can assign resources to a work order in the “Assign Resource(s) page.

The workload of the resource and employee can be viewed in the “View Resource Loading” and “View Employee Loading” pages. In the “View Resource Assignments” page, you can view the resource assignment details. The “Assign Work Group / Employee(s)” page allows to assign work groups or employees to a work order. You can view the work information of an employee in the “View Work Information” page. You can view the skills assigned for a work order in the “View Skills Requirements” page. You can view the skills required for a work order in the “View Skills Requirements” page.

Getting familiar with the pages inside

What you can do in this activity

Assign resources to a work order

Assign employees or work groups to a work order

Reserve parts for the work order

Selectively reserve parts for the work order

Assign resources to a work order

The resources that are required for work order execution can be assigned to the work order or the work order tasks.

• Select the work order in the “Select Work Order” page.

• Use the “Assign Resource(s)” page, to assign resources to the work order.

Assign employees or work groups to a work order

You can assign employees or work groups to the work order or work order tasks.

• Select the work order in the “Select Work Order” page.

• Use the “Assign Work Group / Employee(s)” page, to assign the employees or work groups to the work order.

Reserve parts for the work order

You can 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. You can also unreserve material that is no longer required for the work order execution.

• Use the “Plan material” page, to reserve parts for work order execution.

Selectively reserve parts for the work order

If there is an urgent need for parts for the execution of a work order and if the parts are not available in the inventory, you can remove the parts reservation of the same part from another work order and add the parts to the current work order. This is termed as “Selective Reservation”.

• Use the “Selective Reservation” page, to selectively reserve parts from one work order to another work order.