Task summary details

This tab provides an overview of the estimation details of the task within the work order. You can also confirm the part / resource estimates.

Select the “Task Summary Details” tab in the “Edit Work Estimates” main page.
Select the following radio buttons:

Work Scope Items

Select this radio button to display all the tasks that have WBS code for which the process parameter ‘Workscoping Element’ is set as “Yes” in the “Set Process Parameters” page of the “Common Master” business component.

Detailed Items

Select this radio button to display all the tasks that have WBS code for which the process parameter ‘Execution Operations?’ is set as “Yes” in the “Set Process Parameters” page of the “Common Master” business component.

This radio button appears checked, by default.

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

#	The sequence in which the task must be executed in the shop work order.
Task #	The unique code identifying the task.
Task Description	The textual description of the task.

Click the hyperlinked task description to view the task details.

Estimation Status	The estimation status of the task, which could be “Pending Estimates”, “Pending Confirmation”, “Confirmed Estimates”, “Not Required”, “Pending Re-estimates” or “Released Estimates”. Note that the system retrieves the cancelled tasks in the multiline if the task is cancelled when the Estimation Status is “Pending Confirmation / Released Estimates”
Est. Reqd. for	Indicates whether estimation is required for parts, resources or specific part. The system displays the following values: Mtl. Est – Indicates that estimation is required for the parts. Res. And Mtl. Est – Indicates that estimation is required for both parts and resources. Specific Part – Indicates that estimation is required for a specific part.
Parts Estimated?	Indicates whether part estimates are available for the task. The system displays the values “Yes” or “No”.
Resource Estimated?	Indicates whether resource estimates are available for the task. The system displays the values “Yes” or “No”.
Est. Reqd.?	Indicates whether part / resource estimation is required for external work orders. The system displays the values “Yes” or “No”.

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”.

If Warranty Resolution for the work order is set as “Accepted”, ‘Warranty Reco.?’ must be selected as “Yes” for the tasks.
If Warranty Resolution for the work order is set as “Rejected”, ‘Warranty Reco.?’ must be selected as “No” for the tasks.
If Warranty Resolution for the work order is set as “Partial”, ‘Warranty Reco.?’ must be selected as “Yes” for at least one task in the multiline.

Estimation Remarks

Any comments related to the part / resource estimation. Mandatory.

File Name

The name of the file which contains the task details.

Help facility available.

The system displays the following fields:

Exec. Status	The execution status of the task, which could be “Draft”, “Fresh”, “Planned”, “In-Progress”, “Completed”, “Pre-closed” or “Closed”.
Parent Task #	The code identifying the parent task.
Parent Task Desc.	The textual description of the parent task.
Root Task #	The code identifying the root task.
Root Task Desc.	The textual description of the root task.

Click the hyperlinked parent task description to view the parent task details.
Click the hyperlinked root task description to view the root task details.

Re-estimation Remarks

Any remarks related to the re-estimation of the part / resource. For external work orders, the system retrieves the remarks from the “Sale Quotation” business component.

Enter the following fields in the “Task Details” group box:

Change Status to

Use the drop-down list box to change the status of the task. The system lists the value “Not Required”.

You can select the value “Not Required”, only if the Estimation Status of the task is "Pending Estimates" or "Pending Confirmation".

The system leaves the field blank, by default.

User Status

The user status with respect to the work order. The system lists all the 'Active' Quick Codes created for the Quick Code type 'User status' in the “Maintain Quick Codes” activity of the “Shop Work Order” business component.

The system leaves the field blank, by default.

Enter the following fields in the “Order Details” group box:

Est. Remarks

Any remarks related to the estimation of the work order. Mandatory.

Click the hyperlinked “View File” to view the associated file.
Check the “Update Requirements” check box:

Update Requirements

Check this box to update the part and resource requirement details in the execution side.

The box remains checked, by default.

Select the “Confirm Estimates” pushbutton to confirm the part and resource estimates.

Note: Only tasks whose Estimation Status is “Pending Confirmation”, can be confirmed.

Note: Ensure that for the selected task the Part / Resource / Charge estimates against the Estimated Baseline # is “Zero” for cancelled tasks for which estimates is to be confirmed.

The system performs the following on confirming the estimates.

Triggers Quotation service, if the work order has a customer order reference.
If the process parameter “Auto MR Generation on confirmation of Estimate?” under entity ‘Log Cards’ or ‘User Defined’ of entity type ‘Package Type’ in the Define Process Entities actviity of Common Master is 1/Yes, the system generates the relevant material requests for tasks on confirmation of estimates under the following conditions:

a. The execution document must be 'A/C Maint. Exe. Ref.#'

b. The status of the task must be ‘Planned’ or ‘In-Progress’

c. The need frequency of the part must be ‘Always’

d. The part # for which the MR needs to be generated must be be Effective to the aircraft

e. The process parameter ‘Prevent Material Request?’ for Hold Code of the task must not be 1/Yes in the Define Process Entities activity of Common Master.

If the ‘Exec. Status’ of the task is “Closed”, “Pre-closed” or “Ext. Routed”, the system allows confirmation of estimates, only if the “Update Requirements” check box is not checked.
The system sets Need Date of the material request on the basis of the AME Ref. # referenced task as illustrated in the table

If Plan Start Date of the task/discrepancy is a	Need Date of the MR will be set as
Current/Future date	Plan Start Date of the task/discrepancy
Past date	System Current date

In a situation in which multiple material requests are auto-generated by the system, the requests are consolidated on the basis of Need Date or the serviceable request warehouse of the task work center.

To proceed carry out the following:

Select the “View Associated Doc. Attachments” link to view the associated document attachments.

Refer to “Object Attachments” online help for more details.

Select the "Order Execution & Warranty" tab to record the warranty information details of the part.
Select the “Part Requirements” tab to estimate part requirements for the execution of tasks within 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.