Planning material for CWO

This page allows you to plan material that is required for the execution of component work order. Tell me more.

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

The “Plan/Request Material” page appears.

The system displays the following:

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.

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

Note: The Part #-Serial # information is relevant and hence displayed for component work orders of job type – component only.

Comp. Work Order #	The component work order for which you wish to plan the materials.
CWO Description	The textual description of the component work order.
Part #	The part number to which the component belongs.
Serial #	The serial number of the component against which the component work order is raised.
Note: The Part #-Serial # information is relevant and hence displayed for component work orders of job type – component only.
Job Type	The job type of the component work order, which can be “Component”, “Receipt-Inspection”, “Facility”, “Piece Part”, “Make”, “Project” or “Miscellaneous”.
Note: The Make/Piece Part # and Make/Piece Part Desc is relevant and hence displayed for component work orders of job type - Receipt-Inspection, Facility, Piece Part, Make, Project or Miscellaneous only.
Make/Piece Part #	The number identifying the make part or piece part for which the component work order has been raised.

Enter the following field:

Task #	Use the drop-down list box to select the task for which you wish to plan material. The system lists all the tasks that are associated to the component work order. The system displays the number as a combination of the task number and the sequence number.
	Leave this field blank to update the material planning details for the entire component work order.
Material Type	Use the drop-down list box to specify the material type of the part. Mandatory. If the “Main Core Issue” field is set to “Required” and the task field is left blank, then the system displays the options “Main Core” and “Regular” and defaults to “Main Core”. Otherwise, the system displays the option “Regular”. If you select a value in the “Task #” field, the system displays the option “Regular” only.
Need Frequency	Use the drop-down list box to indicate the regularity of requirement of the part. The system displays: “Always” and “As Required”. By default, the system displays “Always”. This field is relevant only when the material type of the part is “Regular”. You will not see this field when the material type of the part is “Main Core”.

Click the “Get Details” pushbutton to retrieve the details of the material that has already been planned for the selected task.

The system displays the following fields in the “CWO Details” group box:

Task Description	The textual description of the task.
Make/Piece Part Desc.	he textual description of the make part or piece part.
Work Center #	The number identifying the work center.
	If you have selected a task in the “Task #” field, the work center in which the task will be performed is displayed.
	If you have left the “Task #” field blank, the primary work center responsible for component work order execution is displayed.
Work Center Description	The textual description of the primary work center or the work center in which the selected CWO - task will be performed.
Material Availability Status	The status of the material availability for the execution of the component work order. The system displays one of the following statuses: Fully Available: If all the parts required for the execution of the CWO or CWO – task are available in the warehouse. Partially Available: If some parts required for the execution of the CWO or CWO – task are partially available in the warehouse. Not Available - If all the parts required for the execution of the CWO or CWO – task are not available in the warehouse.
Material Plan Status	The status of the material plan. The system displays one of the following statuses if the issue setting for CWO in “Logistics Common Master” business component is set as “Issue only against MR”: Partially requested - If material request is not raised for all the parts that are required for the component work order execution. Requested - If all the parts with planning type “Disposition” are fully reserved for the requested warehouse in the “Disposition Review” activity of the “Stock Planning” business component. Partially Issued - If the material issue is not done for all the parts that have been identified as requirements. Issued - If the material is completely issued for all the parts that have been identified as requirements. The system displays one of the following statuses if the issue setting for CWO in “Logistics Common Master” business component is set as “Issue directly against work order”: Partially reserved - If all the parts with planning type “Disposition” are not reserved for the requested warehouse in the “Disposition Review” activity of the “Stock Planning” business component. Reserved - If all the parts with planning type “Disposition” are fully reserved for the requested warehouse in the “Disposition Review” activity of the “Stock Planning” business component. Partially Hard Allocated - If the parts that are required for the execution of the component work order are not fully hard-allocated in the “Stock Maintenance” business component. Hard Allocated - If the parts that are required for the execution of the component work order are fully hard-allocated in the “Stock Maintenance” business component. Not Planned – If material request is not yet created for the estimated parts in the component work order.
CWO Priority	The priority assigned to component work order.
AOG	Indicates that the component work order can be carried out when the aircraft is on the ground.

The system displays the following in the “Component Ownership Details” group box:

Ownership	Details of the ownership of the component, which can be “Owned”, “Supplier” or “Customer”.
Possession Status	The possession status of the component, which can be “Loaned-in “, “Rented-out” or “PBH”.
Owning Agency #	The code of the agency that owns the component.
Owning Agency Name	The name of the agency that owns the component.
PBH coverage	Indicates the PBH coverage of the component as per the agreement with the supplier. If the main component is directly listed in the PBH list of the supplier, then this field displays “Direct”. If the component on which the CWO is created is a child component of a component listed in the PBH list of supplier, then this field displays “Parent”. Otherwise, this field displays “Not Applicable”.

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

Customer Order #	The code identifying the customer.
Promised Delivery Date	The date on which the serviced maintenance object will be delivered to the customer.
Customer Order Description	The textual description of the customer order.
Spares Supplied By	The source that supplies the spares.

Note: The system retrieves and displays the above details from the “Customer Order” business component, if the current business component interacts with the “Customer Order” business component. Else, the system displays the details as available in the CWO.

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

Planned Start Date & Time

The date and time at which the CWO - task or the component work order execution is planned to be started.

Planned End Date & Time

The date and time at which the CWO - task or the component work order execution is planned to be completed.

Suggested Date

The date suggested for starting the component work order execution.

The system displays the latest date of all the earliest available dates, if the earliest available date is earlier than the planned start date.

The system displays the following fields in the “Material Details” multiline, if the material has already been planned. If you have not yet planned the material, the system displays the estimated part details of the task.

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

Planning Action	Use the drop-down list box to select the method by which the part will be assigned to the CWO-task or CWO.The system lists the options based on the following conditions: If the “Issue Directly Against Work Order” box is checked in ‘Issue Routes’ for component work order, the system lists the options “Reserve”, “Unreserve”, “Allocate” and “Deallocate”. You can select these options for a part of planning type “Disposition”. If the “Issue Only Against Material Request” box is checked in ‘Issue Routes’ for component work order, the system lists the options “Generate MR”, “Generate MR and Allocate” and “Short Close MR”. If the “Issue route” for the CWO is set as “Issue only against material request” in the “Logistics Common Master” business component, then the system sets this field to “Generate MR”. If the “Issue route” field is set to “Issue directly against work order”, then the system sets this field to “Allocate” by default.
Required Date	The date on which the requested material is needed to execute the maintenance work. The system sets this field to the “Planned start date” of the component work order, or the current server date, whichever is later.
Request Priority	Use the drop-down list box to specify the request priority for the component work order. Mandatory. The system lists the options “AOG” and “Normal”. If the CWO priority is “AOG”, then the system sets this field to “AOG”. Otherwise, the field is set to “Normal”.
Action Remarks	Any general comments regarding the material request generated for parts, at CWO level, or comments regarding short closing of all or specific material request(s) at CWO level (Alphanumeric, 255). Zoom facility available.

Enter the following fields in the “Part Requirement Details” multiline to specify the material planning details. Only estimated materials can be planned in this page:

Part #

The number identifying the part that is required for the CWO - task or CWO execution (Alphanumeric 40). Ensure that the part has already been defined in the “Create Parts Main Information“ activity of the “Part Administration“ business component and is in “Active” planning status. Ensure that the part has already been estimated for the CWO in the “Estimate Parts Requirement” page of the “Create Component Work Order” activity.

Note that planning information must be already defined in the Part Administration component for the specified part.

Help facility available.

Note: For a given part, the system ensures that there is a work center-warehouse mapping in the “Maintenance Setup ” business component. Also, the part number must be unique for a given “Required Date” and “Stock Status” combination.

Part Description

The textual description of the part.

The part description is mandatory for new parts.

Note: The system ignores the description specified for an existing / old part and retains the description already defined for the part in the Part Administration component.

New Part ?

Use the drop-down list box to indicate whether the part is new or already available in the inventory. The drop-down list box displays “Yes” or “No”.

Note that planning information must be already defined in the Part Administration component for the specified part.

Note: For parts with Material Type as “Main Core”, the New Part ? must be set to “No”. This infers that main core parts cannot be new and, by now available in the inventory.

Warehouse #	Use the drop-down list box to specify the warehouse that will issue the part. The drop-down list displays all the warehouses defined in the Storage Administration component, which are in "Active" status.
UOM	The unit of measurement for the part. The UOM is mandatory for new parts. If the UOM is not specified for existing parts, the system takes into consideration the UOM defined for the part in the Part Administration component. Help facility available
Stock Status	Use the drop-down list box to specify the stock status of the part. Mandatory. The system displays all values with stock status attribute “Ownership-Customer” or “Ownership-Internal”, which are mapped to the “Material Request” transaction in the “User Defined Stock Status” business component. Additionally, the system also lists the value “PBH”, If the possession status of the main component is “PBH”. The selected stock status must be mapped to the warehouse # of the requested part in the Storage Admin component.
Note: If a material request has already been created for the specified part number, do not change or modify the stock status.
Planning Action	Use the drop-down list box to select the method by which the part will be assigned to the CWO-task or CWO. The system lists the options based on the following conditions: If the “Issue Directly Against Work Order” box is checked in ‘Issue Routes’ for component work order, the system lists the options “Reserve”, “Unreserve”, “Allocate” and “Deallocate”. You can select these options for a part of planning type “Disposition”. If the “Issue Only Against Material Request” box is checked in ‘Issue Routes’ for component work order, the system lists the options “Generate MR”, “Generate MR and Allocate” and “Short Close MR”. If the “Issue route” for the CWO is set as “Issue only against material request” in the “Logistics Common Master” business component, then the system sets this field to “Generate MR”. If the “Issue route” field is set to “Issue directly against work order”, then the system sets this field to “Allocate”. Ensure that some pending allocation quantity is available for allocations, if you choose “Allocate” option in this field. Leave this field blank to assign parts to the CWO/CWO-task, irrespective of the planning action. You must not specify any planning action for old parts with material type as “Regular”.
Note: If the planning type of the part is “Disposition” and if the material type selected is “Main core”, then the planning action should not be selected as “Allocate” or “Deallocate”.
Required Date	The date on which the material is required (Date Format). Mandatory. Ensure that this date is later than or equal to the current server date.

Note: If you leave the “Planning Action” and “Required Date” fields blank, the system updates these fields with the values specified in the “Default Details” group box.

Qty.	The total number of parts that you wish to reserve or un-reserve, for the CWO-task or CWO execution (Integer). Mandatory. Ensure that the value entered is positive.

Note: If a particular part is already estimated and requested more than once, the system subtracts the required quantity from the estimated quantity, and displays the value in the “Qty.” field.

Remarks

Any general comments pertaining to each requested part, at line item level (Alphanumeric, 255).

Required Condition

Use the drop-down list box to specify the condition in which the material is requested. The system lists the options “New”, “Overhauled” and “Serviceable”. You can specify the required condition only if the part type of the requested part is “Component”.

If the part type of the requested part is not “Component” or if the requirement type is “Specific”, the system ignores the value entered in this field.

Note: You must not specify any required condition for new parts.

Request Mode

Use the drop-down to select the requirement mode for the part. If the part required for CWO is a Main Core part, the drop-down list displays “Normal” only. However, if the part is a Regular part, the drop-down lists the following: "Normal", "Conditional Requisition" and "Force Requisition". Select,

"Normal", if the requested part is effective for the parent part or component.
"Conditional Requisition", if the requested part is conditional effective for the parent part or component.
"Force Requisition", if the requested part is not effective for the parent part or component

By default, the requirement mode is set to “Normal”. (The effectivity of parts is defined in the Manage Part Effectivity activity of Aircraft business component.)

Remarks

Additional details on requirement of the part.

Remarks are mandatory, if you have set the request mode of the part to “Conditional Requisition”.

The system displays the following fields:

Est. Qty.	The total number of parts estimated for the CWO - task or the CWO.
Avail. Qty.	The number of parts available in the warehouse.
Planning Type	The planning type of the part. The system displays the following: “Dispositionable” if the planning type of the item is “Disposition” and material type is “Main core”. “Allocable” - If the planning type is not “Dispositionable” and if the “Allocable” check box is selected in the “Part Administration” business component. “Not applicable” – If the part is not “Disposition” or “Allocable”.
Consumption Mode	The consumption mode of the part, which can be “Backflush” or “Regular”. The system displays “Backflush” in this field if the following conditions are fulfilled: Work center is defined as “Backflushable” in the “Work Center” business component Warehouse number is defined as “Backflushable warehouse” in the “Storage Administration” business component and Part number is defined as “Backflushable part” in the “Part Administration” business component. If these conditions are not satisfied, the system displays “Regular” in this field.
Resv. Qty.	The number of parts that are already reserved for the selected CWO - task or component work order.
Alloc. Qty.	The number of parts that are hard allocated for the selected CWO - task or component work order in the “Stock Maintenance” business component.
Issue Qty.	The number of parts issued for the CWO - task or CWO execution from the warehouse.
Return Qty.	The number of parts that have been returned to the stores.

Problem Qty.	The number of parts that would not be available for carrying out the CWO - task or component work order on the planned start date. The system determines this quantity as explained below:
	The earliest available date of the part for which the material request is raised is determined from the "Stock Planning" business component.
	If the earliest available date is after the planned start date of the CWO - task or the component work order, the system displays that quantity of the part as the problem quantity in this field.

Note: This field is displayed only for parts of type “Disposition”.

Earliest Available Date	The date on which the parts will be available the earliest based on the material request raised. For the parts that have already been reserved, this date is retrieved from “Stock Planning” business component.
Req Qty.	The number of parts for which the material request is raised. Note that the quantity required can be a fractional number only if the Fractions Allowed attribute of the UOM for the part is set to “Yes”.
Note: Ensure that the MR quantity is not greater than the estimated quantity.
Material Request #	The number identifying the material request raised for the component work order.
Substitute Availability	Indicates whether the substitute part is available in the warehouse. The system displays the options “Yes” or “No”.

Enter the following fields:

Substitute Part #

The number identifying the substitute part (Alphanumeric, 40). The substitute part can be the NHA part number or the alternate part number. This field is mandatory, if you specify Substitute Type as “NHA” or “Specific.

If the alternate part number is specified, then ensure that the part number is already defined in the “Maintain Alternate Part Nos” activity of the “Part Administration” business component.
If the NHA part number is specified, then ensure that the part number is already defined in the “Build Component Configuration” activity of the “Configuration” business component.

Help facility available.

Note: You can modify the substitute part number only if no material request is raised against the substitute part number and Component Work Order and Task combination.

If the “Substitute type” field is set to “Not allowed”, do not enter a value in the “Substitute part #” field.

Substitute Type	Use the drop-down list box to select the type of the substitute part. The system lists the options “NHA”, “Specific Alternate” and "Not Allowed".The system leaves this field blank by default. If the Material Type is “Main Core”, you must specify the Substitute Type as “Not Allowed”. However, you must not specify any substitute type for new parts.
Note: If you have set this field to “Specific Alternate”, ensure that the part number entered in the “Substitute Part #” field is identified as an alternate part in the “Maintain Alternate Part Nos” activity of the “Part Administration” business component, if the requested part is identified as either “Direct Alternate”, “Conditional Alternate” or “Customer Specific Alternate”.
The system displays the following.
Requirement Type	If a serial number has been specified for each part number –and task number in the multiline, the system displays “Specific” in this field. Otherwise, the system displays “Normal”.
PBH?	Indicates the PBH status of the part. The system displays the following: “Not applicable” – If the possession status of the main component is not “PBH”. “Yes” – If the possession status of the main component is “PBH” and the part number is available in the PBH part list of the supplier. “No” – If the possession status of the main component is “PBH” and the part number requested is not available in the PBH part list of the supplier.
Part Type	The type to which the part belongs.
Effectivity Notes	Details of conditions in which the part is effective on which it can be attached to the parent part or component.

Click “Get Part Availability” pushbutton to displays numbers of the part available in stock in the Avail. Qty field in the “Part Requirement Details” multiline.

Note: The system does not display the available numbers of the part, if the Need Frequency for the part is set to “As Required” for the task in the Maintenance Task component.

Click the “Process Material Reqmts” pushbutton to update the plan details for the component work order.

Note: The system allows for the creation of material request for component work orders in “Fresh” status, if the Material Request for CWO / Tasks in ‘Fresh’ Status in the Set Options activity is set to “Allowed”.

The system ascertains the part requirement for tasks to be executed for the component work order. (Note that you can see the part requirement details in the “Edit Part Requirements” page). 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 (or in the “Edit Part Requirements” page).

The system performs the following on clicking the “Process Material Reqmts” pushbutton:

If the part is of type “Disposition” and the option selected in the “Planning Action” field is “Reserve”, then the system reserves the number of parts entered in the “Quantity” field.
If the part is of type “Component”, the system updates the requested condition of the part as “Preferred Condition” in the “Material Request” business component, at line item level.
If the option selected in the “Planning Action” field is “Unreserve”, and some parts have already been reserved, the system cancels all the reservations including the purchase requests (if any) raised.
If the “Planning Action” field is set to “Short Close MR”,

The system considers the value entered in the “Quantity” field to be short closed. If you have not specified a value in the “Quantity” field, the system considers the value in the “Issue Quantity” field to be short closed.
Updates the status of the material request as “Short Closed” in the “Material Request” business component.
If the line item quantity with respect to the material request is short closed, the system updates the status of the stock issue and stock transfer issue documents existing in "Fresh" or "Draft" status for the short closed material request, to "Cancelled".
Updates the status of the stock transfer documents existing in “Draft”, “Fresh” or “Authorized” status as “Cancelled”.

If the “Planning Action” field is set to “Generate MR” or “Generate MR with allocate”, the system generates a material request in the category specified in the “Set Options” activity.
If the “Planning Action” field is left blank, the system updates the estimated quantity with the value of the “Qty.”, for the CWO/CWO task.
If the “Planning Action” is not left blank and if the processing quantity is greater than the estimated quantity, the system updates the additional quantity as the requested quantity.
If the revised start and end dates (the dates revised due to the scheduling or modifying the component work order) are earlier than the current planned start and end dates, the system updates both the start and end dates.
If the possession status of an existing part is “PBH, its stock status is set to “PBH”.
If you have left the “Stock Status” field blank in the “Part Requirement Details” multiline, the system sets the stock status as “Accepted” if a new part number is requested and if the possession status of the main component is not “PBH”.
If the possession status of the main component is “PBH” and/or the stock status is set as “PBH”, the system ensures that the requested part number is available in the PBH list of the supplier.
If you have selected the “AOG” option for the work order and if the planned start date is earlier than the system date, the system sets the priority for the material request as “AOG”. Otherwise, the priority is set as “Normal”. For component work orders for which “AOG” option is not selected, the priority of the material request is always set to “Normal”.
Updates the “Remarks” for each requested part specified at line item level, in the created material request.
If “Action Remarks” is specified at CWO level, the system updates the action remarks in the created material requests at document level. If the “Action Remarks” is specified at document level while short closing all the material requests or any specific material request, the system updates the action remarks as short closing comments against the short closed material requests.
Updates the warehouse for the part from the “Storage Administration“ business component based on Customer – Warehouse mapping, if the work order has a reference to the customer order. Else, the system updates the warehouse from the “Work Center” business component based on Work Center – Warehouse mapping defined for the part.
Updates the stock status for all the requested parts, identified for the Customer Order in “Customer Order” business component, if the work order has reference to customer order and if the current business component interacts with the “Customer Order” business component. Else, the system updates the preferred stock status identified for the Aircraft Reg # from the “Aircraft” business component.

If a part has multiple material requests raised for the same work order and the last material request is short closed, the system displays the following:

The preceding material request number in the “Material Request # “field.
The difference between the total quantity requested for the part in the work order and the short closed quantity, in the “Req.Qty” field.
Check the box in the “Select” column of the multiline to edit material plan, update material requirements or view material estimates.

To proceed, carry out the following

Select the “Reallocate Material” link at the bottom of the page to selectively reserve parts for the CWO.
Select the “Edit Part Requirements” link at the bottom of the page to edit the material requirements for the component work order.
Select the “Edit Preferred Serial/Lot Information” link at the bottom of the page to modify the preferred/serial lot information.
Select the “View Material Request” link at the bottom of the page to view details of the material request associated to the CWO.

Refer the “Estimating parts required for CWO – An overview” for more details.

Select the “Inquire Stock Availability” link at the bottom of the page to view details of stock availability.

Refer the “Inquire Warehouse Stock Balance - A summary of the activity” for more details.

Select the “Plan Capacity” link provided at the bottom of the page to, plan and schedule execution of customer orders / maintenance objects.

Refer to the “Capacity Planning” online help for more details.

Select the “View Capacity Plan Execution Strategy” link at the bottom of the page, to view the customer order execution comments

Refer to the “Capacity Planning” online help for more details.

Select the “Inquire New Part Request Status” link to know details of the request for the new part.
Select the “Edit New Part Request Status” link to modify details of the request for the new part.

Planning material for CWO – An overview

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

You can allocate disposition or non-disposition parts to the work order. You must specify the part number, the warehouse from where the part will be issued and the quantity that you wish to allocate to the CWO or task.

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. The earliest available date of the part 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 component work order in this page. You can unreserve only disposition parts that have been allocated for the component work order.

Further, this page enables a mechanic/inspector to request for a new part necessary for executing tasks in the component work order. This means a part that is not defined in the Part Administration component yet but must be procured now as it is required for maintenance. Subsequently, the Record New Part/Part Attribute Change Request activity must be recorded in the Part Administration. Then on, the purchase and maintenance information for the new part must be defined using the Create Part Main Information activity in the same component.

What you can do in this page

Specify planning action for parts of CWO

Request for new part

Specify planning action for parts of CWO

You can specify the planning action for the parts associated to the component work order. This can be done based on the predefined options set in “Logistics Common Master” business component. If the issue of parts directly to work order is allowed, you can reserve, unreserve, allocate or deallocate the parts. If the issue of parts is allowed only through material request, you can generate material request, generate material request and allocate or short close material request.

Set the “Planning Action” field to the appropriate option.

Request for new part

Set the “New Part?” field to “Yes”.