Creating work scope/component work order

When the 'Process Unserviceables for Repair' page is launched from the 'Create CWO' activity of the 'Component Work Order' business component, Source document will be defaulted with 'Planner Group' and Source document# will be defaulted with login user's planner group of the source details data cluster.

When the 'Process Unserviceables for Repair' page is launched from the 'Report Inspections and Findings' page or from 'Create CWO' page of the 'Component Work Order' business component, auto execution will be done and the parent part # and serial # and work order details in the first row of the multiline without any work unit details.

Also the removed unserviceable part #(s) and serial #(s) of the child components for the parent, which are removed in the corresponding CWO # will be available in the source details data cluster.

Using this tab you can create a work scope/component work order in “Fresh” status, for the work units selected in the multiline.

Select the “Route To Shop For Repair” tab in the "Process Pending Component Jobs" page.
Enter the following fields in the “Center Route To Shop For Repair” group box:

Execution Unit	Use the drop-down list box to select the organization unit to which the work unit is allocated for execution. By default, the system leaves this field blank.
Work Center #	Use the drop-down list box to select the work center in which the work units have to be performed. The system lists all the ‘Active’ primary work centers that have been defined in the “Work center” business component of the login organization unit, along with the value “Default Work Center”, if a value is selected in the “Execution Unit” drop-down list box. By default, the system leaves this field blank. If you have selected an “Execution Unit”, then the system lists all the primary work centers mapped to the execution unit, as defined in the “Work Center” business component. If this field is set to ‘Default Work Center’, the system considers the default work center number defined in the maintenance information of the part in the “Part Administration” business component while creating the work scope. If the Return Option is selected as "Ware House", then ensure that the Ware House # is mapped to the selected Work Center # for the “Return Warehouse # - Cores” field for the Part Type” as “Component” in the “Associate Workhouse” page in the “Work Center” business component.
Priority	Use the drop-down list box to select the priority to be given to the work center. The system lists all the priority numbers defined in the “Create Priority Number” activity of the “Common Master” business component. By default, the system leaves this field blank.
Required Date	The date on which the work unit is required to be executed (Date Format)
	This date should not be earlier than the current server date.
Work Center Capability Check	Use the drop-down list box to specify whether the capability of work center must be checked for visit package execution. The system lists the options: "Required" and "Not Required". By default, the system leaves this field blank.
Work Scope Category	Use the drop-down list box to specify the user-defined category to which the work scope belongs. Mandatory. The system lists all the active work scope categories created in the "Create Quick Codes" activity. The system retrieves all the work scope numbers of the category specified here.
Return Option	Use the drop-down list box and select the option “Warehouse”, if the part has to be returned to the warehouse after repair. Else, select the option “Originating Work Center”. The system displays “Warehouse” by default, if the source document type is set as “Planner Group”. Else the system displays the value “Originating Work Center” by default. If the Return Option is set as “Warehouse”, then the system validates if the Part Classification of the part selected in the “Pending Component Job Details” multiline in the main page, is allowed in the warehouse.
Note: If the Part Classification is set as “None” or nor defined in the “Part Administration” business component, then the part is classified as Non-Repairable.
COM Reqd?	Use the drop-down list box and select the option “Yes”, if COM is required for the component. Else select the option “No”.
Authorization?	Use the drop-down list box and select the option “Required”, if authorization for the task is required. Else, select the option “Not Required”. The system displays “Not Required” by default.
Comments	Any comment or remark pertaining to the allocation of work unit to the work center (Alphanumeric, 255)
Work Title	Textual description of the work performed.

The system ensure that the work center selected is capable of performing the maintenance, if “Work Center Capability Check” is set as “Required”

Click the “Create Work Scope” pushbutton to create the work scope.

Note: The system does not allow the creation of a work scope for a serial-controlled part, if the SOS Disposition is "Suspected Failure" and, the “Restrictions for Suspect Removals” is set to "Prevent Routing" in the Common Masters component.

The system performs the following:

Creates the work scope in “Fresh” status.
Changes job status of the selected work units to “Allotted” and sets the work scope type as “Planned”.
Ensures that the numbering type is mapped for the work scope transaction in the “Document Numbering Class” business component.
Ensures that the return option is set to “Originating Work Center”, if the component for which the work scope is created has hangar work order number as the source document reference number, and replacement type as “Restoration”. The system does not perform this check if the source document type is set as “Planner Group”.
Updates the status of the work unit as “Pending Cust. Auth”, if the “Authorization” is set as “Not Required” for Work Scope/Component Work Order and if the “Approval of Additional Work Scope” field is set to either “Required” or “As Required” for the Customer Order (If the Work Scope is Customer Order based) in the “Customer Order” business component.
Ensures that the “Warranty?” field is set to “Yes”, if the order type is set as “Warranty Claim” and the claim status is set as “Claim Accepted” or “Claim Partially Accepted” for the Customer Order (If the Work Scope is Customer Order based) in the “Customer Order” business component.
Updates the newly added work units for the part #-serial # combination with planning status as “Unplanned”, for the customer order number in the “Customer Order” business component, if the work scope being created has reference to the customer order.
If the source document number has customer order reference, the system sets the “COM Required?” flag to “Required”, the expense type for all the work units as “Revenue, and the “Required Date” as “Promised Delivery Date” in the “Customer Order” business component. Otherwise the system sets the value selected in the “COM Required?” field against the work units and updates the earliest schedule date among the pending work units as the “Required Date” for the work scope.
If the “Return Option” drop-down list box is set as “Warehouse”, the system generates the stock return document for the warehouse # identified as return warehouse. The return warehouse is already identified in the Associate Warehouses page in the “Work Center” business component, for the work center # selected in the “Route to Shop for Repair” tab page. The system considers the default value set in “Numbering Type” field in the “Document Numbering Class” business component.

More information on processing of tasks added to the work scope

Click the “Create Component Work Order” pushbutton to create the component work order.

Note: The system does not allow the creation of a component work order for a serial-controlled part, if the SOS Disposition is "Suspected Failure" and, the “Restrictions for Suspect Removals” is set to "Prevent Routing" in the Common Masters component.

The system performs the following:

Ensures that the return option is set to “Originating Work Center”, if the component for which the work scope is created has hangar work order number as the source document reference number, and replacement type as “Restoration”. The system does not perform this check if the source document type is set as “Planner Group”.
Copies the job source, expense type, and customer order comments from the source document to the work scope being created, if the source document is of type “Visit Package”, “Work Scope” or “Technical Log” and has a reference to the customer order.
Updates the newly added work units for the part #-serial # combination with planning status as “Unplanned”, for the customer order number in the “Customer Order” business component.
Updates the capacity planning start date as the “Schedule Date” for each work unit, if the capacity planning is done in confirmed status and if the work unit level start date and end date are available for the customer order. Else the system updates the ‘Expected Receipt Date’ defined in the “Customer Order” business component as the Schedule Date.
Creates a component work order in “Fresh” status, for each component maintenance type with reference to the work scope, if you have selected more than one component along with the maintenance type to be executed.
Creates component work order for each standard procedure and tasks, if the work unit type is “Standard Work Package”.
Changes job status of selected work units to “Allocated”, and updates status of the work units from “Pending Processing” to “Processed”, if the work scope referred in the CWO does not have customer order reference.
Copies the customer order details from the work scope, if the work scope has customer order reference. The system updates the “Planning Start Date” and “Planning End Date” for each work unit from the “Capacity Planning” business component.

Note: The system considers the “Expected Receipt Date” as the “Planned Start Date” for all the work units, if the capacity planning is not performed for the customer order, and computes the “Planned End Date” as the sum of the “Planned Start Date” and the “Est. Elapsed Time” of the task.

Creates work scope in “Released” status, and sets the work scope number and work scope as the source document number and type for the component work order, respectively. The system also sets the CWO type as “Planned”.
Sets the work scope priorty and work scope category as CWO priority and CWO category respectively. The system also sets “Required Date” of the work scope as the “Planned Start Date”.
Sets the “Maintenance Type” of the CWO as "Others" if the maintenance type of the workunits is "Retire" on the main component, and sets the specified workcenter # specified for workunits in the mutline ( Task, SP & WP) of the workscope, as the 'Work center #' for CWO.
Sets the Expense Type as “Revenue”, if the CWO has customer order reference. If the CWO does not have customer order reference, the system sets the expense type as “Capital” if the expense type of the component on which CWO is raised is of expense type “Capital” and if at least one work unit being copied to the CWO is of expense type “Capital”. Else, the system sets the expense type as “Revenue”.
Copies the description of the selected standard procedure into the description of the created CWO, if the selected work unit type is “Standard Procedure”. If the selected work unit type is other than “Standard Procedure”, the system copies the details present in the "Comments" field of the work scope to the description of the created CWO.
Sets the value available in the “Work Title” field as the description of the CWO being created, irrespective of whether it is from a standard procedure or not. If multiple work orders are created, then the system sets the work tiltle as the CWO description only for the first CWO being created.
Copies the source document number, work scope number and source document type on to the corresponding CWO generated, when the source document type specified in the selected work unit is “Engineering Order” or “Fleet Campaign Directive” .
If a 'retired' work unit of a child component having “CoM Reqd?” set as “Yes”, is added to the CWO of its immediate parent or main component, then the system ensures that “CoM Reqd” of the CWO is set as “Yes”, irrespective of the CoM status of the other work units available for the component.
If the CWO generated has a reference to customer order, then the system sets the “COM Reqd.?” flag to “Yes”.
If no customer order reference is available for the CWO, then the system performs the following:

For each work unit having “CoM Reqd?” set as “Yes” in the work scope, the system generates a CWO with “COM Reqd?” check box enabled.
If the work unit with "COM Reqd?" set as "Yes", is of type ‘Work Package’ and if any CWO already exists for the work package, then the system will enable the " COM Reqd?" check box for the CWO existing with the earliest schedule date for the work package.
If the restoration work unit is added to the work scope of child components which have existing work units with “COM Reqd.?” set as “Yes”, then the system will enable the “COM Reqd?” check box for the CWO to which the restoration work unit is added.
If the retired work unit of the child component with “COM Reqd.?” set as “Yes”, is added to the CWO generated for its immediate parent component or main component, then the system enables the “ COM Reqd.?” check box for the CWO, irrespective of whether work units are available or not for that component.

Sets the “Main Core Issue” field as “Required” in the generated CWO, if:

a) The component work order is the first generated CWO on the component in the work scope.

b) There is no CWO in “Fresh”, “Scheduled”, “In-Progress” or “Completed” status on the component with the “Main Core Issue” as “Required”, irrespective of whether the CWO component work order is created from the work scope or directly. The system performs this validation only if the return option is set as “Return to Warehouse” in the reference work scope

Sets the job type of the generated CWO as "Component", if the component is not referred in any "Object Types" in the interacting “Aircraft” business component. Otherwise, the system sets the job type as per the mapping for object type in the “Aircraft” business component.

Note: The job type of the work order should be set based on the object type reference for the component in the “Identify Non-Component Maintenance objects” activity in the “Aircraft” business component.

Sets the stock status for all parts copied as spare part requirements for generated work order, to “Accepted”, if the main component ID on which the CWO is raised, does not have possession status as "PBH".

Note: If the main component ID on which the work order is raised has the possession status as "PBH", then the system ensures that the part estimated, or any of its higher assemblies, is covered in the PBH list of the supplier. If the estimated part or any of its higher assemblies is in the PBH list, then the system sets the stock status for those parts as "PBH".

For the CWO that has customer order reference, the system ensures that the “Under Warranty” flag is checked in the “Customer Order” business component, if the order type of the CWO is “Warranty Claim” and the claim status is “Claim Accepted” or “Claim Partially Accepted”.

Sets the authorization status of the task as”Pending Authorization”, if the job type is “Component” and if the “Authorization of Work Order” field is set to “Required” in the “Component Work Order” business component. The system updates the status of the work unit as “Pending Cust. Auth”, if the “Authorization” is set as “Not Required” for Work Scope/Component Work Order and if the “Approval of Additional Work Scope” field is set to either “Required” or “As Required” for the Customer Order (If the Work Scope is Customer Order based) in the “Customer Order” business component The system sets the authorization status as “Not Required”, if the “Authorization of Work Order” field is set to “Not Required” and if the “Approval of Additional Work Scope” field is set as “Not Required” in the reference customer order.

Note: For CWO, whose job type is other than “Component”, the system updates the authorization status of the task as “Pending Authorization if the “CWO Authorization Req.?” field is set as “Yes” in the “Identify Non-Component Maintenance Objects” activity of the “Aircraft” business component. Else, the system sets the authorization status as “Not Required”.

Removes all the pending work units for the component and its associated child components from the pending tray, if the condition of the component is updated as “Phased Out” in the “Aircraft” business component.

Includes work units whose maintenance type is “Retire”, in the component work order created on the parent component, if the work scope is having work units of the parent component. If not, the system retrieves the immediate parent of the child component from the “Aircraft” business component and creates a component work order on the immediate parent with the work units, of the child component, whose maintenance type is “Retire”.
Creates a work order on a component, with maintenance type as “Retire”, if the component is not in the configuration of the main component on which the work scope is created.
If the “Return Option” drop-down list box is set as “Originating Work Center”, the system updates the originating documents in the newly created Component Work Order. If the “Return Option” drop-down list box is set as “Warehouse”, the system does not update the originating documents in the newly created Component Work Order.
If the “Return Option” drop-down list box is set as “Warehouse”, the system generates the stock return document for the warehouse # identified as return warehouse. The return warehouse is already identified in the Associate Warehouses page in the “Work Center” business component, for the work center # selected in the “Route to Shop for Repair” tab page. The system considers the default value set in “Numbering Type” field in the “Document Numbering Class” business component.
Ascertains the part requirement for tasks to be executed for the component work order. However, if the Need Frequency attribute of a part for a task is set to “As Required” in the Maintenance Task component, the system does not include the requirement information for the part in the newly generated component work order.

More information on processing of tasks added to the work order

To proceed carry out the following:

Select the “Route For External Repair” tab to create a repair order.
Select the “Execution Document Details” tab to view the work order execution details.