Closing Component work order

• Select the “Close Component Work Order” link under the “Component Work Reporting” business component.

The “Close Component Work Order” page appears.

The system displays the following:

To search for a component work order

• Enter the following in the “Search Criteria” group box to search for a component work order. Data entry in the following fields is optional:

• Click the “Get Details” pushbutton to retrieve component work orders based on the specified criteria.

• Enter the following in the “Update Details” group box:

Note: If all the above fields are left blank, the system retrieves the details of all component work orders that are in “Completed” status.

The system displays the following in the “CWO Details” multiline:

Note: The system retrieves the details of all the CWOs, whose owning agency number is same as the customer number and owning agency name is same as the customer name entered in the search criteria.

• Enter the following:

The system displays the following:

• Enter the following:

Note: If you have specified the duration, actual start date and start time, the system automatically calculates the actual end date and end time.

If the “Actual Start Date, “Start Time”, “Actual End Date” and “End Time” fields are left blank, then the system will display the default date and time.

If a component work order is in “Scheduled’ status, then the system displays the scheduled start and end dates and the scheduled start and end time in the actual date and time fields.

The system displays the following information:

• Enter the following:

The system displays the following information:

The system displays the following details, when the job type of the selected component work order is “Make” or “Piece Part #”:

Note: If the option to "Check whether assembly status is complete" is set to “Yes”, then the system ensures that the assembly status of the part number and serial number is “Complete” in the “Configuration” business component.

The system also ensures that all the sign-off requirements are met, while closing the Component Work Order.

If Issue of Certificate of Maintenance is set as “Mandatory” for a Component Work Order, the system ensures that Certificate of Maintenance has been issued for the Component Work Order. However, even though Certificate of Maintenance is set as mandatory, the system will allow you to close the CWO without issuing the Certificate of Maintenance, if the component is phased out in the Component work Order.

The system also ensures that all the returnable and excess spare parts issued for the Component Work Order/Task are returned while closing the Component Work Order/Task. In other words, no material should exist as “Pending Return”.

Note: If a CWO is temporarily on hold and the "Allow reporting of component work orders that are on hold" option  is set to “No”, the system will not retrieve component work orders that are in "Hold" status.

• Select the work order to be closed or pre-closed, in the multiline.

• Click the hyperlinked task description in the multiline to view task information.

To close the work order

Note: On closing the work order comprising EO related work units, ensure that the affected part/component configuration, is in “Active” status.

• Click the “Close work order” pushbutton to close a work order.

Note: The component work order can be closed only if the “Deferment of Discrepancy / MR” is set as “Yes” in “Set Options” activity . If the “Status of CWO /Task to be closed” option is set to “Only completed”, then the system will allow you to close only those work orders that are in “Completed” status. If the “Status of CWO/Task to be closed” option is set to “All statuses”, then the system will allow you to close any work order, irrespective of its status.

Note: The system ensures that all the time sheet records recorded against the CWO are in either “Authorized” or “Not Required” status before closing the CWO.

Note: You cannot close the work order, when the clock is  running for recording the time sheet for a particular employee using the “Record Timesheet for Comp. Work Orders” activity.

The system performs the following on closing the work order:

• If the status of the CWO is “Pre-closed” or “Closed”, then the status of all the tasks in the CWO is changed to “Pre-closed” or “Closed”. If a start date or end date has not been specified for a task, then the start date and end date specified for the CWO is updated as the start date and end date for the task. The system also updates the status change of the component work order at CWO or CWO-Task level, in the CWO-Task status change history.

• If the status of the CWO is “Pre-closed” or “Closed” and if the work order is based on a customer order and if any internal part has got issued against the component work order, then the stock status of the internal parts that got issued, will get changed to ‘Customer’ stock status.

• When a work order is closed, the system updates the condition of the component to “Overhaul” if the component condition in the CWO was set as “Overhaul”. Similarly, if the component’s condition in the CWO was “Repair”, “Inspection” or “Others”, then the system updates the condition of the component as “Serviceable” after closure.

• If the condition of the component on which the CWO is raised, is updated to “Phased Out” in the “Report Component Condition Updation” activity, financial entries are being posted to the relevant account codes in the "Finance Book Processing" business component, for the work order. If any scrap quantity is recorded or if the condition of the piece part is recorded as “Phased Out”, the system posts the financial entires in the scrap account.

• Updates the “Opportunity Maintenance” work units in the component maintenance program.

• Updates the standard parameters recorded for the CWO-Task/Sub Task, in the “Aircraft” business component and in the Parameter History, with the CWO# / Task# / Sub Task# as reference document number for the parameter and any remarks entered for the parameter as the comments.

• Splits the time sheet records into time slabs and computes the skill price as defined in the roster code of the service price list attached to the customer order. However, this happens only if  the work order is based on a customer order with a service price list, which has the Pricing Method set to “Roster Code”.

• If the maintenance type is “Overhaul”, the system resets the “Since Overhaul”, “Since Repair”, “Since Inspection” and “Since Visit” fields to zero.  If the maintenance type is “Repair”, the system resets the “Since Repair” and “Since Inspection” values to zero. If the maintenance type is “Inspection”, the system resets the “Since Inspection” value to zero.

• If the “Enforce Core Return for Backflush/regular parts” field is set to “Yes” in the “Set Options” activity, the system ensures that, parts that are issued on the “Core returnable” basis are returned to the stores on closure of the work order. If the field is set as “No”, the system allows closure of the CWO/CWO-Task even if the CWO/CWO-Task has any part pending for return.

• The system updates the schedule information of all the work units of the “Maintenance Program” for the components  for which the “Job Completion Status”  is “Completed”.

Date-based schedule:

The system updates the “Last Performed Date” with the actual end date of the CWO. Also, if updation basis is 'Last Performed Date' and a floating interval is given, the system calculates the next scheduled date (floating) by adding the floating interval (converted to the 'Day' time unit) to the last performed date.

Usage-based schedule:

The system updates the “Last Performed Value” for the parameters of the component mapped to the maintenance program number, with the current values for each parameter. If a floating interval is given, then the system calculates the next scheduled value (floating) by adding the floating interval to the last performed value.

Note: The system updates both last performed date and last performed value, if both date-based and usage-based schedules exist for the component associated to the component work order.

The system updates the “Ownership” of components in “Aircraft” business component as “Customer”, if the ownership of the component on which CWO is generated, is “Customer”. The system also updates the “Ownership” of all serial numbers in the “Stock Maintenance” business component as “Customer”.

• The system updates the status of the work scope associated with the component work order to “Closed’, only if the work scope is associated with work orders that are in “Closed”, “Canceled” or in “Pre-closed” status.

• Updates the comments entered against the CWO or Task, as “Closing Comments”.

• If the CWO is created based on Discrepancy/MR, the system performs the following:

1. Updates the “Source Document Type” with the “Component Work Order”, “Resolution Document #” with the “CWO #”, “Reporting Station” as the station associated with the work center where the task is executed and the “Reported Date” with the CWO actual end date.

2. Updates the “Ref. Document Type” with “Component Work Order”, “Ref. Document #” with “CWO#”, “Performed Date” with “CWO Actual End date” and “Station” with the station associated to the primary work center of CWO, for each work unit associated with the CWO. The system also updates “Inspected By” and “Resolved By” with the details specified in CWO at the work unit level for the discrepancy.

3. Updates the status of the material request to “Short Closed” in the “Material Request” business component.

4. 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”. The system also updates the status of the stock transfer documents existing in “Draft” and “Fresh” status to “Cancelled”, and those existing in “Authorized” status to “Short Closed”.

• Updates the compliance for EO, with the work unit actual end date, if the following conditions are satisifed:

1. The Component Work Order has work scope reference.

2. The work unit has been associated to the component work order, from the work scope.

3. The work unit specified in the work scope has a “Forecast #” as reference.

4. The work unit available in the component maintenance program has a valid EO reference.

Note: For the work units of type “Standard Procedure”, the system updates the compliance details, when the last task of the standard procedure is closed.

• If the CWO has EO reference, the system performs the following:

1. retrieves the details of the aircraft applicable to the work order from “Aircraft” business component and updates it in the aircraft effectivity list corresponding to the EO.

2. retrieves the details of the part #/Serial #/Component # from the “Part Administration”/”Aircraft” business component and updates it in the part # and Serial # effectivity list corresponding to the EO.

3. Updates the compliance status of the EO as “Complied”.

• If the job type of the CWO is “Facility” and if there exists a facility object with the Part # defined in the “Component Work Order”, then the system updates the “Compliance Date” of the EO as the “Last Performed Date” for the facility. If the “Interval (Days)” has been defined for the facility object #, then the system updates the “Next Due Date” as the “Last Performed Date + interval (days), and the alert date as the Next Due Date – Alert (Days).

• If the expense type is “Capital”, the system updates the actual amount reported in the CWO as the actual amount for the CAPEX proposal # in the “Asset Planning” business component.

• Updates the status of the component work order to “Completed” on the basis of the “Deferment of Discrepancy/MR” option in the Set Options activity. When the option is set to “Yes”, the status of the component work order status becomes “Completed” even if any associated discrepancies are in “Under Resolution” status. However, the status does not become “Completed”, if the option is set to “No” and, any discrepancy that the component work order has undertaken is unresolved.

• Generates a stock return document for main core parts against “Component or “Piece Part” component work orders in “Fresh” status. These component work orders must have attained the “Closed” status from “In-Progress” or “Scheduled’. The “Auto Return” attribute for the part type of the issued part for the work center must be set to “Allowed” to facilitate automatic generation of the stock return.

• Updates the condition of a component on the basis of requirement of the CoM on completion of a CWO. If  the CoM is not required for a component work order, the new condition of component is updated to “Overhauled” or “Serviceable” following the completion of the CWO. Conversely, if the requirement of a CoM is set to mandatory, the new condition of the component is updated only after the issue of the CoM.

To pre-close the work order

• Click the “Pre Close Work Order” pushbutton to pre-close a work order.

The systems performs the following on clicking the “Pre Close Work Order” pushbutton:

• Updates the status of the component work order as “Preclosed”.

• On preclosure of the work order, the system updates the status of the material request as "Short-closed", if there exists any balance quantity that is not issued. The system updates this status only when the "Component Work Order - Issue Only Against Material Request" option is enabled in the "Inventory Set Options” activity of the "Logistics Common Master" business component.

• If mandatory work units are available in the “Component Maintenance Planning” business component during preclosure of the work order, the system automatically moves those work units to the pending tray for processing. The system also changes the status of those work units in the pending tray, from “Allocated” to “Pending”

• On preclosure of the component work order, the system updates the status of the discrepancy or maintenance report from “Under Resolution” to “Pending”, if the source document is other than current CWO.

• 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”. The system also updates the status of the stock transfer documents existing in “Draft” and “Fresh” status to “Cancelled”,54 and those existing in "Authorized" status to "Short Closed".

• Updates the status change of the component work order at CWO or CWO-Task level, in the CWO-Task status change history.

• Updates the comments entered against the CWO or Task, as “Closing Comments”.

• If the “Enforce Core Return for Backflush/regular parts” field is set as “Yes” in the “Set Options” activity, the system ensures that, parts that are issued on the “Core returnable” basis are returned to the stores on pre-closure. If the field is set as “No”, the system allows preclosure of the CWO/CWO-Task even if the CWO/CWO-Task has any part pending for return.

• The system updates the status of the work scope associated with the component work order to “Closed’, only if the work scope is in "Released" status and if the work scope is associated with work orders that are in “Closed”, “Canceled” or in “Pre-closed” status.

• If any scrap quantity is recorded, or if the condition of the piece part is recorded as “Phased Out”, the system posts the financial entires in the scrap account, in the “Finance Book Processing” business component.

Note: The system ensures that no employee has logged on to the current task for recording the time sheet,while preclosing  of the work order. The system also ensures that the clock is not running for recording the time sheet for a particular employee using “Record Timesheet for Comp. Work Orders” activity, while preclosing the work order.

Note: The system ensures that all the time sheet records recorded against the CWO are in either “Authorized” or “Not Required” status while preclosing the CWO.

• Generates a stock return document for main core parts against “Component or “Piece Part” component work orders in “Fresh” status. These component work orders must have attained the “Pre-Closed” status from “In-Progress” or “Scheduled’. However, the “Auto Return” attribute for the part type of the issued part for the work center must be set to “Allowed” to facilitate automatic generation of the stock return.

• If the expense type is “Capital”, the system updates the actual amount reported in the CWO as the actual amount for the CAPEX proposal # in the “Asset Planning” business component.

When the status of the component work order is changed to “Pre-closed” at CWO level

If the job type of the component work order is not “Make” and if the condition of the issued main core or regular returnable component is not ‘Phased-out’, the system ensures that the issued parts are returned to the inventory. The issued parts include:

• parts that are issued as main core items to the CWO.

• parts that are issued as regular items with issue basis as core-returnable or returnable to the CWO / CWO-Task, and having pending return quantity.

• parts that are issued as regular items with issue basis as non-returnable to the CWO, with the issued quantity not fully consumed against the CWO / CWO-Task or having any pending return quantity.

Prerequisites

4 The component work order must be in "Closed" status.

Closing Component work order– An overview

You can select the component work order that has to be closed. You can carry out a search based on filter criteria, such as the component work order number, maintenance type, CWO status, user status, part number, component number, CWO category, work center number and a range of planned dates. The system displays the component work order details that match the search criteria.

You can pre-close or close a work order. The “pre-close” option is used when a work order is not yet completed but has to be closed for various reasons. The system will allow you to pre-close work orders that are either “Scheduled” or “In progress” status. 

You can close any work order, irrespective of its status. However, if the “Status of CWO/task to be closed” option is set to “Only completed”, you can close only those work orders that are in "Completed" status.

Once a component work order is closed, you can only view its details. You cannot modify the details of a closed work order.

What you can do in this page

Close/pre-close component work orders

Close/pre-close component work orders

You can close or pre-close all the component work orders displayed in the multiline at the same time. This facility is very useful in situations where a large number of component work orders displayed in the multiline have to closed/pre-closed.

• Specify the search criteria to search for component work order.

• Click the "Get details" pushbutton.

The system lists the component work order tasks in the multiline.

• Check the “Select all” box in the multiline

• Click the “Pre-close work order” pushbutton to pre-close all work orders.

• Click the  “Close work order” pushbutton to close all work orders.