Updating planning information for the service

This page allows you to update the planning details of a service, when it is newly created. You can enter planning details such as the time required for service completion, whether planning is proportionate to sub-contract order information and part analysis classification details. You can also copy the planning details from a location to the service.

Select the “Maintain Planning Information” link in the previous page.

The “Maintain Service Planning Information” page appears.

Note: The planning information for a service can be updated only if the “Reference Status” of the service is “Active”.

The system displays the following:

Date Format

The format in which the date 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 format from the “Enterprise Modeling” business component by default.

The system displays the following in the “Service Information” group box:

Service #

The unique number identifying the service for which the planning information must be updated.

Enter the following field:

Planning Status	Use the drop-down list box to set the inventory status of the service. Mandatory
	Fresh – Select this status if the planning details have not been incorporated completely.
	Active – Select this status if the planning details have been incorporated completely.
	Inactive – Select this status if the service is no longer referred in transactions. The system displays “Active” by default.

Note: Services that are already in the “Active” status cannot be changed to “Fresh”. Similarly, services in “Inactive” status cannot be changed to “Active” or “Fresh”.

The system displays the following.

Service Description	A textual description of the service.
Key Word	The key word used to easily identify the service.
Service Type	The type of the service, which could be “Regular” or “Conversion” or “Activity”.
Service Category	The category to which the service belongs.
Service Description	A textual description of the service.

Enter the following in the “Copy Details” group box, to copy the planning information from a different organization unit.

Location	Use the drop-down list box to select the organizational unit from which you wish to copy the planning information. The system lists all organizational units where the service can be created.
Purchase Information	Check this box, if you wish to copy the purchase information of the service from the organization unit selected in the “Location” field.

Note: The purchase information, if available, will be copied, when the box is checked and when the “Reference Status” of the service is “Active”.

The system sets the planning status of the service to “Fresh” if the planning and purchase information are copied.

Click the “Get Planning Details” pushbutton to retrieve the planning details.

The system retrieves and displays the planning details, if available in the selected organization unit, for the service number.

Enter the following field in the “Planning Details” group box.

Est. Elapsed Time	The time required for completing the service activity (Decimal)
	Use the drop-down list box to select the time unit, which could be “Days”, “Weeks”, “Months” and “Years”.
Proportionate For Order?	Use the drop-down list box to specify whether the planning details must be proportionate to sub-contract order details. The system lists the options “Yes” and “No”.

The system displays the following field.

Default UOM	The default UOM of the service
Standard Cost	The standard cost of the service

Enter the following fields in the “Part Analysis Classification” group box.

ABC Class

Use the drop-down list box to select the ABC Class analysis classification for the service. This analysis is based on the earlier consumption records of the service. The system displays the options “A”, “B” and “C” which represent the different levels of classification under which the service can be classified. The system also displays the option “None”.

Click the “Update Planning Information” pushbutton to update the planning details for the service.

The system performs the following:

Updates the planning status, based on the option selected in the “Planning Status” field.

Stores the login user ID and the server date in the “Created by” and “Created Date” fields or in the “Last Modified By” and “Last Modified Date” fields, as the case may be.

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

Created By	The login ID of the user who defined the planning information of the service.
Created Date	The date on which the planning details were defined.
Last Modified by	The login ID of the user who last modified the planning information of the service.
Last Modified Date	The date on which the planning details were last modified.

To proceed, carry out the following

Select the “Maintain Purchase Information” link at the bottom of the page to update the purchase information of the service.
Select the “Maintain Bill Of Material” link at the bottom of the page to update the Bill of Material details.