Planning Material

Select the “Plan Material” link from Record Aircraft Maintenance Execution Details, Plan Aircraft Maintenance or Manage Work Assignments and Reporting activity.

The “Plan Material” page appears. More...

The system displays the following field:

Date & Time Format

The format in which the date and time fields are displayed in this page. 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 and time format from the “Enterprise Modeling” business component by default.

Enter the following fields in the “Search Criteria” group box:

Display Option

Use the drop-down list box to select the display option. The system lists the following options:

“All Parts” - Select this option, to display the part requirement of tasks regardless of their Need Frequency attribute.
“Regular Parts” - Select this option, to display part requirement of the tasks for which the Need Frequency is set as “Always Required” in the Maintenance Task component.“
“As Required Parts” - Select this option, to display part requirement of tasks for which the Need Frequency is set as “As Required” in the Maintenance Task component.“
“No Parts mapped” - Select this option, to display tasks for which no Part Requirements are defined in "Maintenance Task" component.

By default, the system displays “Always Required Parts”.

Task # / Discrepancy #	The code identifying the task. / The number identifying the discrepancy reported on the aircraft.
Description	A textual description of the task / discrepancy.
Search On	Use the drop-down list box to select entity that will be the basis for the search. The drop-down list box displays the following: Package #, Package Type, Requested Part #, A/c Reg # and Work Center #. Enter the name of the entity that you have selected in the input box alongside. Tell me more
Planned Date: From / To Date	The start and end dates of the period for which you want the search to retrieve records. The system retrieves part requirements of tasks with planned / scheduled start-date during the period between the From and To dates.
Material Request #	The number identifying the material request generated for the aircraft to carry out the maintenance task. The system displays all the Material Request numbers that are similar to the number entered here. Note the following: The “Display Requested Items?” checkbox must be checked if you wish to retrieve records with code number similar to the MR # entered in this field. The system displays only those records for which MR status is other than “Cancelled”.
Exclude Child Tasks?	Check this checkbox if you do not wish to retrieve the child tasks. More.. By default this checkbox remains unchecked.
Display Requested Items?	Check this check box if you wish to retrieve tasks for which MR generated and for tasks for which MR is yet to be generated. More.. By default this checkbox remains unchecked.

Click the “Search” pushbutton, to search for the tasks.
Enter the following fields in the “Default Details” group box for Bulk material request for a single task:

A/C Reg #	The registration number of the aircraft on which the task execution is carried out. Data entry in this field is mandatory if the A/C Reg # field in the “Parts Requirement” multiline is left blank. Ensure that the number entered in this field is a valid A/C Reg. # as defined in the “Aircraft” business component which is neither in Inactive or Frozen record status. Help facility available
Package #	The code identifying the package. Data entry in this field is mandatory if the Package # field in the “Parts Requirement” multiline is left blank. Ensure that the status of the package number specified here is “Draft”, “Fresh”, “Planned”, “InProgress”, or “'Completed”. Help facility available
Need Date	The time limit or the date set for the delivery of the part. Data entry in this field is mandatory if the Need Date field in the “Parts Requirement” multiline is left blank.
Task # / Discrepancy #	The code identifying the task. / The number identifying the discrepancy reported on the aircraft. Data entry in this field is mandatory if the Task # / Discrepancy # field in the “Parts Requirement” multiline is left blank. Ensure that the status of the task number specified here is “Draft”, “Fresh”, “Planned”, “InProgress”, or “'Completed”. Help facility available
Seq #	The sequence number of the task. Ensure that the number entered in this field is available in the AME #

Note: The Task # and Seq # combination must be available in AME.

Enter the following fields in the “Part Requirements” multiline:

A/C Reg #

The aircraft for which material is required / requested. Data entry in this field is mandatory if the A/C Reg # field in the “Default details group box is left blank.

The aircraft you specify must exist in Active status as defined in the Aircraft component.

Ensure that the number entered in this field is a valid A/C Reg. # as defined in the “Aircraft” business component which is neither in Inactive or Frozen record status.

Help facility available

Package #

The package comprising all the tasks to be executed on the part in the aircraft. Data entry in this field is mandatory if the Package # field in the “Default details” group box is left blank.

The package you specify must not hold Closed or Cancelled status.

Ensure that the status of the package number specified here is “Draft”, “Fresh”, “InProgress”, or “'Completed”.

Help facility available

Note: The above columns do not appear, if you have accessed this page from the Aircraft Maintenance Execution activity.

Task # / Discrepancy #

The maintenance task to be executed on the part attached to the aircraft. Data entry in this field is mandatory if the Task # / Discrepancy # field in the “Default details group box is left blank.

Ensure that the status of the task number specified here is “Draft”, “Fresh”, “InProgress”, or “'Completed”.

The task you specify:

Must exist in Active status as defined in the Maintenance Task component.
Must not hold any of the following statuses: Closed, Cancelled or Pre-closed.

Seq #

The order of execution of the task in the package.

Note: The Task # - Seq # combination must exist in AME #.

Part #

The part required to carry out maintenance task scheduled to be executed.

The part you specify must exist in “Active” status as defined in the Part Administration component.

New Part?

Use the drop-down list box to indicate whether the part is new to the inventory. Select “Yes”, if the part is new. This implies the part has not yet been defined in the Part Administration component. Select “No”, if the part is an existing part.

By default, this field is set to “No”.

Note: Do not select “Yes” in this field, if you have specified a valid part defined in the Part Administration component.

The multiline displays the following:

Std. Qty

The standard quantity of the part required for executing the task. The system retrieves this value from the “Edit Part Requirements” page of the “Maintenance Task” business component.s.

Enter the following fields in the “Part Requirements” multiline:

UOM

The unit of measurement of the part.

This field is mandatory for new parts.

The UOM that you specify must exist in Active status with conversion defined in the UOM component.

Help facility available

Need Date	The date by which the part is required (Date Format). Mandatory. Data entry in this field is mandatory if the Need Date field in the “Default details” group box is left blank.
Warehouse #	Use the drop-down list box to select the issuing warehouse for the part. The system lists all the “Active” warehouses defined in the “Storage Area Administration” business component. By default, the system fetches the Part’s Workcenter’s Service Req. Warehouse #.
Required Qty	The total quantity of the part required (Integer), Mandatory. It is calculated as the difference between the standard quantity and the requested quantity. If the standard quantity is lesser than or equal to the requested quantity, then required quantity will be “Zero”.
Stock Status	Use the drop-down list box to select the stock status of the part. The system lists all the “Active” stock statuses as defined in the “User Defined Stock Status” business component, which are applicable for the “Material Request” transaction. If the part is“Under PBH”, the system displays “PBH” stock status. If the part is owned by the customer, the system will also list the “Customer Goods” stock statuses. By default, the system leaves the field blank. Note: If you have selected a stock status that is not the same as the preferred stock status of the aircraft, the selected stock status must necessarily be an alternate for the aircraft preferred stock status in either “1 way” or “2 way” alternate definitions.
Substitute Type	Use the drop-down list box to select the type of substitute for the part. The system displays the options: Not Allowed - Indicates that some other part other than the given part cannot be used. Specific Alternates - Indicates that some other part can be substituted for the given part. NHA - Indicates some other part can be substituted for the given NHA (Next Higher Assembly) part By default the system leaves this field blank.
Substitute Part #	The number identifying the alternate part that can be used if the part entered in the “Requested Part #” field is not available. Data entry in this field is mandatory if “Specific Alternates” or NHA is selected as the “Substitute Type” Ensure that the number entered in this field is a Part # as defined in the “Part Administration” business component. Help facility available

The system displays the following in the “Part Requirements” multiline:

Available Qty	The free quantity of the part in the warehouse with the stock status.
Material Request #	The number identifying the material request (if already) created for the part assigned to the task or package. Displays “Multiple”, if multiple material requests exist for the part number and task combination.
Required Qty	The total quantity of the part required for the task.
Issued Qty	The total quantity of the part issued against the requirement.
Enter the following in the “Part Requirements” multiline.
Need Frequency	Use the drop-down list box to indicate the regularity of requirement of the part. The drop-down list box displays the following: Always Required or As Required. By default, this field is set to “Always”.
Request Mode	Use the drop-down list box to select the request mode for the required part. Select, “Normal”, if the required part is “Effective” for the aircraft or model or the aircraft. “Conditional Requisition”, if the required part is “Conditional Effective” for the aircraft or model or the aircraft. “Force Requisition”, if the required part is not “Effective” for the aircraft or model or the aircraft. Note that Effectivity for a part is defined in the “Manage Part Effectivity” activity of the Aircraft component.
The “Part Requirements” multiline displays the following.
Effectivity Notes	The conditions under which the part is Conditional Effective for the aircraft or the model of the aircraft.
Enter the following in the “Part Requirements” multiline.
Remarks	Any additional comments pertaining to the part requirement for the task (Alphanumeric, 150). Remarks are mandatory, if the request mode of the part is set as “Conditional Requisition”. Note: The system retrieves the remarks that is defined in the “Edit Part Requirements” screen of the “Maintenance Task” business component for the Task # and Part # combination.
The “Part Requirements” multiline displays the following.
Task Schedule Date	The planned date of execution of the task.
Due-In Qty	The quantity of the part for which purchase order (s) has been generated but not yet received into the warehouse. Note that purchase orders of the type “Service”, “Adhoc” or “Customer Goods” are not considered for ascertaining the Due-In-Qty.
In Transit Qty	The serviceable quantity of the part that has been procured through the "Stock Transfer Issue” transaction but not yet received by the warehouse.
Sourcing Strategy	The representation of procurement for the part such as Alternate Stock Status, Alternate Part, Alternate Warehouse and Procurement when the required quantity is greater then the available quantity. Tell me more
Part Type	The type of the part, such as Component, Expendable, Consumable, Miscellaneous, Tool or Kit.
Base A/C Model	The model of the aircraft.
Enter the following in the “Part Requirements” multiline.
Part Description	The short name (description) for the part.

The system displays the following in the “Part Requirements” multiline:
Task Description	The short name (description) of the task.

Enter the following in the multiline.

Requested by Emp.

The code of the employee who generated the material request for the part.

If a material request is already available for the task that you selected in the previous page, the system displays the code of the employee who has generated the material request.

The employee code that you specify must be valid as defined in the Employee Information HRMS component.

Help facility available

The system displays the following in the “Part Requirements” multiline:

Requestor Name	The name of employee who generated the material request for the part.
Parent Task #	The parent / Block task of the task.
Root Task #	The code identifying the root task.
Customer Order #	The number identifying the customer order
Sp. Est. Reqd?	Indicates whether specific estimation is required for the part requested for a task in the package. The system displays “Yes” or “No”.
Hold Status	The hold status of the task. The system displays the value “On Hold” if the task is on hold.

The system displays the following in the “Material Request Generation Options” group box:

MR Type

The type of the material request, which will be “Planned” or “For Stock”.

Displays “Planned” if the MR Class is “Maintenance”.
Displays “For Stock” if the MR class is “Replenishment”.

Enter the following fields in the “Material Request Generation Options” group box:

MR Class	Use the drop-down list box to select the class of the material request. The system lists the options “Maintenance” and “Replenishment”. Maintenance – Select this option to retrieve the MR created for a maintenance requirement. Replenishment – Select this option to retrieve the MR created for replenishment of parts. However, only “Maintenance” is available, if this page is accessed from Work Monitoring Control and Aircraft Maintenance Execution components. Data entry in this field is mandatory.
MR Category	Use the drop-down list box to select the category of the material request. The system lists all the “Active” quick codes of type “MR Category”, as defined in the “Create Quick Codes” activity of the “Material Request” business component. By default, the system displays the “Auto Material Request MR Category” set in the “Set Options” activity of the current business component.
Priority	Use the drop-down list box to select the priority of the material request. The system lists all the “Active” priority codes defined in Maintain Priority Codes activity of Logistics Common Master business component ”.
Comments	Any additional information pertaining to the material request generation or short closure (Alphanumeric, 256). You must enter the comments, if the MR record is selected for shortclosure.

Check the box in the select column of the multiline to mark the task for which the material request must be generated or short closed.

To generate a material request

Click the “Generate Request” pushbutton to generate the material request.

Note: For Main Base operations, ensure that the execution work center corresponding to the selected A/C Maint. Exe. Ref. Document is Online.

The system performs the following:

Allows generation of MR only if the parameter for the hold code of the task “Prevent A/C Execution” is set as “No”and 'Prevent Material Request' is set as ‘No’ in the “Define Process Entities” activity of the “Common Masters” business component.

Part Requirement Stock Status default logic for customer-owned aircraft

“Parts Supplied By” set in the “Sale Contract – Services” business component	The system defaults
Customer	Preferred Stock Status – Customer	“Part Handling Details” tab page of the “Edit Terms of Execution” link page in the “Manage Sale Contract” activity of the “Sale Contract – Services’ business component.
MRO	Preferred Stock Status – Internal	“Part Handling Details” tab page of the “Edit Terms of Execution” link page in the “Manage Sale Contract” activity of the “Sale Contract – Services’ business component.
Specific Parts By Customer	Customer Supplied Parts	Part Handling Details” tab page of the “Edit Terms of Execution” link page in the “Manage Sale Contract” activity of the “Sale Contract – Services’ business component.

Generates a material request with MR Type as “Planned” for the task # and warehouse # combination automatically for the required quantity.
Generates individual MR for each requester, for a task and warehouse combination, the system.
Generates single MR for a task and warehouse combination, for different parts.
Sets the MR Class of the material request to"Maintenance" when left unspecified for tasks allocated to a package and "Replenishment" for tasks not allocated to any package.
Generates material request in “Authorized” status if the MR Class is “Maintenance”. Further, if the required part is available in the warehouse, the system automatically creates a stock issue document in “Fresh” status.
Generates a material request in “Fresh” status if the MR Class is “Replenishment”.
Generates a material request in “Confirmed” status, if the MR Class is “Replenishment”and sets the MR Type to “For Stock” and Priority to “Low”.
If Requested by field is not specified, the system sets the login user as the requester of the material request.
The system generates MRs for a task with illustrations as illustrated in the following table.

Task	Warehouse	Part	Requester	Material Request
TI	WH1	P1	John	MR1
TI	WH1	P2	Peter	MR2
TI	WH1	P2	John	MR1
T2	WH1	P1	John	MR3
T2	WH1	P2	John	MR3
T2	WH1	P1	Peter	MR4
T1	WH2	P1	John	MR5
T1	WH2	P1	Peter	MR6
T2	WH2	P2	John	MR5
T2	WH2	P2	Peter	MR5

If the process parameter 'Validate Warehouse - User Mapping during creation of MR from Plan Material screen?' under the entity type ‘Package Type’ and entity "--All Package--" in the Define Process Entities activity of Common Master is 1/Required, the system allows creation of material request only under the following condition:
The login user must have access privileges to the warehouse as determined by the Warehouse to User mapping in Storage Administration.

To short close a material request

Click the “Short Close Request” pushbutton to short close the material request.

Note: For Main Base operations, if Aircraft Reg. # corresponding to the entered Exe. Ref. # is offline, ensure the following:

Source of Exe. Ref. # is set as "Online" (or)
Source of Exe. Ref. # is set as "Offline", Status of Exe. Ref. # is "Completed" and process parameter ‘Closure of Completed Packages’ in set as “Online” in the “Configurator” business component.

The system performs the following on clicking the “Short Close Request” pushbutton:

Updates the material request status to “Short Close”.

Note: The system short closes only those material requests, which are in “Fresh, “Authorized” or “Partially Issued” status.

On short closing, the system also cancels the corresponding issues (if any) which are in status other the “Confirmed”.
Updates the total quantity of part required.
When MR is shortclosed and if the part raised in that MR is defined as part requirement for the task in the “Maintenance Task” business component, the system retrieves and displays the following on shortclosing when the user searches with the option ‘Display Requested Items? Checkbox unselected:

Retrieves and displays shortclosed record without MR #, Requested by Employee and Requestor Name.
Does not display Requested Qty.
Displays Required Qty as Required Qty=Std. Qty.

Example:

Consider that a package ‘PK1’ has task ‘T1’. ‘P1’ with 10 Qty is defined in the “Maintenance Task” businessc omponent. If MR1 raised for 6 Qty, on search with ‘Display Requested Items?’ box unchecked,

Package # Task # Part # Std.Qty Reqd.Qty MR # Requested Qty

PK1 T1 P1 10 - MR1 6

PK1 T1 P1 10 4 - -

If MR1 shortclosed, the system retrieves the record as follows:

Package # Task # Part # Std.Qty Reqd.Qty MR # Requested Qty

PK1 T1 P1 10 10 - -

When MR is shortclosed and if the part is not defined as part requirement in the “Maintenance Task” business component, the system does not retrieve the shortclosed record.

Example:

If part requirement is not defined in the “Maintenance Task” business component, MR is generated as shown below:

Package # Task # Part # Std.Qty Reqd.Qty MR # Requested Qty

PK1 T1 P1 10 - MR1 10

PK1 T1 P2 5 - MR1 5

If MR1 (T1-P2 record) is short-closed, the system retrieves the record as follows:

Package # Task # Part # Std.Qty Reqd.Qty MR # Requested Qty

PK1 T1 P1 10 - MR1 10

To print hard copy of MMD

Select the “Print MMD” pushbutton.

The system initiates printing of MMD only if material issues in “Fresh” status exist for material requests. However, for material requests with priority of “AOG”, the system prints the MMD regardless of any material issue.

Note: For material requests with priority “AOG”, the MMD printing transaction must be mapped to the transaction type "MRAOG” in the requesting warehouse. Likewise, for material request with matching material issue in “Fresh” status, the MMD printing transaction must be mapped to the transaction type "Issue”.

To proceed

Select “Edit Part Requirements for Task” to modify part requirements of a maintenance task scheduled for an aircraft/component.
Select the “Check Part Availability” link to ascertain the availability of part in a warehouse.
Select ‘Inquire Stock Balance across Warehouse” to find the balance of parts at all the warehouses in the organization.
Select the View Material Request” link to look for the details of the material request.
Select “View Alternate Parts” to see details of alternate parts for the part.
Select “Confirm Issue” to confirm the part issue.

Planning material – An overview

This page allows the planner to plan and acquire the material required to execute tasks.

You can plan material requirements for specific packages or specific tasks spanning different packages at one go in this page.

To acquire the required parts, you can generate material requests. You can also generate material requests for new parts that are not available in the inventory, if required for tasks.

Material Request (MR) is the document through which the planner communicates the need for material, required for the execution of the task on a specific date to the warehouses. Once the material request is processed based on the availability of the part in the inventory, the inventory personnel generates the issue document and the required parts are issued from the warehouse.

The system generates a unique material request number. Using this activity, you can also short close the material request, if the parts are not required anymore for executing the tasks. Once short closed, the material request will not be available for any future transaction. You can access this page from these components: Aircraft Maintenance Execution, Aircraft Maintenance Planning and, Work Monitoring and Control.

What you can do in this page

Generate or short close a material request

You can select the task for which the material request must either be generated or short closed.

Click the “Generate Request” pushbutton, to generate the material request.
Click the “Short Close Request” pushbutton, to short close the material request.