Setting options for Component Work Order

This page allows you to set options for "Component Work Order" business component. Tell me more.

Select the “Set Options” link under the “Component Work Order” business component.

The “Option Setting Information” page appears.

Date Format

The format in which the date field is 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.

Enter the following details in the “CWO Options” group box:

Default Description of Auto CWO:

The default description of the CWO, when it is created automatically in the “Component Maintenance Planning” business component (Alphanumeric, 150).

Work Scope is the execution document outlining the work to be accomplished on a component. When a work scope is released for execution by a shop planner, the system automatically generates component work orders for the constituent work units. During automatic creation, the system copies the default description provided here, as the component work order description.

Note that if a component work order is automatically created for a standard procedure, the component work order description will be inherited from the standard procedure description.

CWO Numbering

Use the drop-down list box to select the method by which the component work order numbering type is selected. The system lists the options “User-Defined” and “Auto”.

If “User Defined” is set, the system will prompt the user to provide the Component Work Order # manually during creation.
If “Auto” is set , the system will automatically generate the Component Work Order # based on the numbering type defined for component work order creation. This numbering type must have been defined already in the Document Numbering Class business component.

By default, this field is set to “Auto”.

Note: You cannot change the above option from “Auto” to “User-Defined” if any component work order has already been created using auto-numbering option.

Modification of CWO

Use the drop-down list box to specify whether the CWO can be modified. Note that the system will allow modification of component work orders in “Fresh”, “Scheduled” and “In-progress” statuses only.

The system provides following options:

Allowed – Select this option to allow modification of the CWO.
Not Allowed if scheduled – Select this option to disallow modification of the CWO, if the CWO is scheduled.
Requires Re-authorization – Select this option to insist on re-authorization if the CWO is modified.
Add new tasks only - Select this option to allow only addition of new tasks in the CWO.

Validation of Task Sequencing

Use the drop-down list box to specify whether the sequence of tasks must be validated during component work order scheduling and execution. The system provides the options “Yes” and “No” and sets the field to “Yes” by default.

Enter the following information in the “Authorization & Scheduling Options” group box:

Authorization of Work Order	Use the drop-down list box to indicate whether authorization of a component work order is mandatory or not. “Required” and “Not Required”. When you set the option as “Required”, the system will allow scheduling of the component work order only after authorization. When you set the option as ‘Not Required’, the system will allow scheduling of the component work order without the need for authorization.
CWO Assignments Prior to Scheduling	Use the drop-down list box to specify whether resource and part assignments are allowed before scheduling the CWO. The system provides the options “Allowed” and “Not Allowed”. When you set the option as “Not Allowed”, and the user tries to assign employees or resources, the system will not allow assignments to the Component Work Order. This is applicable, if it is in “Fresh” status. When you set the option as “Allowed”, the system will allow assignments (employees or resources) to the component work order if it is in “Fresh” status.
Reservation of parts on scheduling	Use the drop-down list box to indicate the nature of reservation of parts while scheduling the component work order. The system provides the following options:
	Auto – Select this option to indicate that the parts reservation must be automatically done during scheduling. The system automatically reserves disposition items and allocates non-disposition items for the component work order .
	Manual – Select this option to indicate that the parts reservation must be done manually during scheduling.
	By default, the field is set to “Manual”.
Addition of non-routine tasks to CWO during execution	Use the drop-down list box and set the field to “Allowed”, to allow addition of non-routine tasks, during the execution of component work order. Select “Not Allowed” otherwise. By default, this field is set “Allowed”.
Status of Non-Routine Tasks added during execution	Use the drop-down list box to specify the status of non-routine tasks, which are added to an ongoing component work order. The drop-down list displays “Fresh’ and “Scheduled”. By default, this field displays “Fresh”. If The user sets “Status of Non-Routine Tasks added during execution” as Fresh then the status of the added work unit will be updated as Fresh on Editing a component work order. If The user sets “Status of Non-Routine Tasks added during execution” as Scheduled then the status of the added work unit will be updated as Scheduled on Editing a component work order. Tell me more
CWO Reporting in “HOLD” status	Use the drop-down list box and set the field to “Allowed”, to allow reporting of CWO in “Hold” status. Select “Not Allowed” otherwise. This field is set to “Allowed” by default.

Enter the following details in the “Discrepancy and Work Deferments” group box:

Deferments of Discrepancies	Use the drop-down list box to specify whether the discrepancies can be deferred in the component work order. The system provides the options “Allowed” and “Not Allowed”.
Numbering Type for Discrepancy #	Use the drop-down list box to select the numbering type for the automatic creation of material request. The system lists all the numbering types created in the “Create Numbering Class” activity of the “Document Numbering Class” business component that are valid on the current date for the “Material Request” transaction type.

Enter the following details in the “Material Request Creation Option” group box:

Distinct Material Request for Main Core	Use the drop-down list box to specify whether a separate material request must be generated for main core parts. The system displays the options “Required” and “Not Required”. The component on which the work order has been raised is called “Main Core”. This is applicable only for work orders with object type “Component”. If you set the option as “Required”, the system facilitates creation of a distinct material request for a main core component, to execute the component work order. This will help in tracking the main core transaction separately. If you set the option as “Not Required”, the system combines the material request for the main core and regular spare parts.
Auto Creation of Material Request on Scheduling	Use the drop-down list box to specify whether the material request can be automatically created to procure parts required for the component work order. The system provides the following options: “Not Allowed” - Select this option to indicate that automatic creation of material request is not allowed on component work order scheduling. “For Main Cores Only” – Select this option to indicate that automatic creation of material request is allowed for main core parts only. “For Main Cores and Regular Parts” – Select this option to indicate that automatic creation of material request is allowed for both main core and regular parts. This field is set to “For Main Cores only” by default.
Request category for Regular Part	Use the drop-down list box to select the category of the auto material request for regular parts. The system lists all “Active” quick codes of type 'MR Category' as defined in the “Material Request” business component. By default, the system leaves this field blank.
Request category for Main Core	Use the drop-down list box to select the category of the material request generated automatically for main core parts. The system lists all active quick codes of type “MR Category” as defined in the “Material Request” business component. By default, the system leaves this field blank.
Numbering type for Regular Part	Use the drop-down list box to select the numbering type for the creation of material request for regular parts. The system lists all the active numbering types created in the “Create Numbering Type” activity of the “Document Numbering Class” business component that are valid on the current date for the “Material Request” transaction type. This field is set to the default value defined for the transaction in the “Document Numbering Class” business component.
Numbering type for Main Core	Use the drop-down list box to select the numbering type for the creation of material request for main core parts. The system lists all the active numbering types created in the “Create Numbering Type” activity of the “Document Numbering Class” business component that are valid on the current date for the “Material Request” transaction type. This field is set to the default value defined for the transaction in the “Document Numbering Class” business component.
Material Request for CWO / Tasks in ‘Fresh’ Status	Use the drop-down list box to specify whether material requests can be created for component work orders/tasks, which are in “Fresh” status. The drop-down list box displays the following values: “Allowed” and “Not Allowed”. When you select, “Allowed”, the system allows the creation of material requests for even those component work orders/tasks in “Fresh” status in the “Plan/Request Material” activity. “Not Allowed”, the system allows the creation of material requests for only component work orders/tasks in “Scheduled” or “In-Progress” status. By default, this option is set to “Not Allowed”.

Click the “Set Options” pushbutton to set the options.

The system displays the following fields in the “Record Statistics” group box:

Last Modified By	The login ID of the user who last modified the options.
Last Modified Date	The date on which the options were last modified.

Status of Non-Routine Tasks added during execution

The Status of Non-Routine Tasks added during execution in the Set Options activity determines the status of the non-routine tasks or tasks added to a component work order using the Edit Component Work Order activity.

if the Authorization of Work Order in the Set Options activity is set to “Not Required” and the Status of Non-Routine Tasks added during execution is set to “Scheduled”, the task status of the new work unit becomes “Scheduled” when the work order to which it is being added is in "Scheduled" or "In-Progress" status. Conversely, if the Status of Non-Routine Tasks added during execution is set to “Fresh”, the task status of the new work unit becomes “Fresh”.

However, if the Authorization of Work Order is set to “Required” and the Status of Non-Routine Tasks added during execution is “Scheduled”, the task status of the new work unit remains “Fresh” till the work order to which it is being added is authorized and, becomes "Scheduled" only after the work order is authorized. Conversely, if the option is set to “Fresh”, the task status of the new work unit becomes “Fresh”.

For component work orders based on customer orders, which are in "Scheduled" or "In-Progress" status, if the Status of Non-Routine Tasks added during execution is set to “Scheduled”, the task status of the new work unit becomes “Scheduled”. Conversely, if the option is set to “Fresh”, the task status of the new work unit becomes “Fresh”. However, the following conditions must be satisfied for the system to automatically set the status of new tasks created for an ongoing customer-based component work order.

The Authorization of Work Order is set to “Not-Required” in the Set Options activity.
The Approval of Additional Work Scope is set to “Not-Required” in the Set Options activity of the Customer Order component.