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<ManualTopic ID="/baanerp/ts/onlinemanual/000032" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To generate maintenance planning</Title>
		<Keyword><Level1>Generate maintenance planning</Level1>
		</Keyword>
		<Keyword><Level1>Maintenance planning</Level1>
			<Level2>generate</Level2>
		</Keyword>
		<Keyword><Level1>Planning</Level1>
			<Level2>generate maintenance</Level2>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>You can generate maintenance planning by using the <GUIRef href="/baanerp/ts/spc/tsspc2200m000" role="session">Generate Maintenance Plan (tsspc2200m000)</GUIRef> session. Maintenance activities can be planned for the cluster and serialized items that are managed by the service organization. The activities can be scheduled and displayed in the <GUIRef href="/baanerp/ts/spc/tsspc2100m000" role="session">Planned Activities - Cluster (tsspc2100m000)</GUIRef> session. The capacity, by means of individual service engineers or service departments, can be represented graphically in histograms. The maintenance planning provides the maintenance activities that must be carried out in the long term.</Paragraph>
		<Paragraph>The operational planning of the maintenance activities is based on the service order planning. All the operational (service) activities are carried out by means of service orders.</Paragraph>
		<Paragraph>The <Link href="/baanerp/ts/glossary/glossary#MainteConcep.ts" role="glossary">maintenance concepts</Link> are copied to the planned activities.</Paragraph>
		<List><ListIntro>Procedure</ListIntro>
			<ListItem>If any service contract is active for the cluster, the planning is not generated for that cluster.</ListItem>
			<ListItem>Select all top serialized items that are active during the specified <GUIRef href="" role="manual">Date-From</GUIRef> and <GUIRef href="" role="manual">Date-To</GUIRef> period.</ListItem>
			<ListItem>If the <GUIRef href="" role="manual">Date From</GUIRef> is earlier than the start date of the top serialized item, the <GUIRef href="" role="manual">Date From</GUIRef> becomes the start date.</ListItem>
			<ListItem>If the end date of the top serialized item is later than the <GUIRef href="" role="manual">Date-To</GUIRef>, the <GUIRef href="" role="manual">Date-To</GUIRef> becomes the end date.</ListItem>
			<ListItem>The planned activities are generated for the serialized items that are valid between these two dates. SSA ERP also generates the planned activities for the child serialized items that are related to the top serialized item. The child serialized items must also be valid.</ListItem>
			<ListItem>The <Link href="/baanerp/ts/glossary/glossary#UsageClass.ts" role="glossary">usage class</Link> that you must use when planned activities are generated, is selected in the following order: <ProcedureList><ListItem>The usage class of the serialized item.</ListItem>
					<ListItem>The usage class of the first parent serialized item.</ListItem>
					<ListItem>The usage class of the cluster.</ListItem>
					<ListItem>The usage class.</ListItem>
				</ProcedureList>
			</ListItem>
			<ListItem>SSA ERP first checks whether predicted activities are present for the item of the serialized item in the <GUIRef href="/baanerp/ts/spc/tsspc1125m000" role="session">Maintenance Concept - Predicted Activities (tsspc1125m000)</GUIRef> session. If present, the child serialized items of this serialized item are no longer traversed and the predictions are copied to planned activities.</ListItem>
			<ListItem>If no predicted activities are present, SSA ERP checks if reference activities linked to the item in the <GUIRef href="/baanerp/ts/spc/tsspc1120m000" role="session">Maintenance Concepts - Item (tsspc1120m000)</GUIRef> session are present. If they are present, the reference activities are used to generate the planned activities.</ListItem>
			<ListItem>The maintenance planning can be carried out in three different ways, based on the start of the maintenance cycle: <List><ListItem><GUIRef href="/baanerp/ts/domains/spc.2200.mth#start.date" role="enum">Start Date of Serialized Item</GUIRef> The start date of the maintenance cycle is equal to the start date of the serialized item.</ListItem>
					<ListItem><GUIRef href="/baanerp/ts/domains/spc.2200.mth#date.from" role="enum">Time from in Selection Range</GUIRef> The maintenance cycle starts on the Date-From that the planned activities will be generated.</ListItem>
					<ListItem><GUIRef href="/baanerp/ts/domains/spc.2200.mth#january" role="enum">1st of January</GUIRef> The maintenance cycle starts on the first of January.</ListItem>
				</List>
			</ListItem>
		</List>
		<Paragraph>The relative movements are transferred into the actual dates based on the value of the <GUIRef href="/baanerp/ts/mdm/tsmdm2100m000#tsmdm200.nrpe" role="formfield">Maintenance Cycle</GUIRef> field in the <GUIRef href="/baanerp/ts/mdm/tsmdm2100m000" role="session">Items - Service (tsmdm2100m000)</GUIRef> session. After it receives the start date, the first workable date receives the actual planned start date. The activity duration is added to this date to determine the end date. If the activity is derived from a prediction, and the prediction has the child item specified, the corresponding serialized item is found by traversing the tree below it. If more than one serialized item derived from the same item is found, the prediction is ignored.</Paragraph>
		<List><ListIntro>To find the first workable date and plan forward, the search path for calendars is:</ListIntro>
			<ListItem>The calendar of the serialized item.</ListItem>
			<ListItem>The calendar of the service department that is linked to the cluster.</ListItem>
		</List>
		<Paragraph>Earliest start time =</Paragraph>
		<Formula><Paragraph UserLevel="Novice" UserType="Taskuser">
planned start time + planned end time
------------------------------------- - tolerance period * 0.5,
                   2
</Paragraph>
		</Formula>
		<Paragraph>Latest start time =</Paragraph>
		<Formula><Paragraph UserLevel="Novice" UserType="Taskuser">
planned start time + planned end time
------------------------------------- - tolerance period * 0.5,
                   2
</Paragraph>
		</Formula>
		<Paragraph>For each planned activity that is generated, the requirement lines are copied from the <GUIRef href="/baanerp/ts/acm/tsacm2120m000" role="session">Reference Activity - Resource Requirements (tsacm2120m000)</GUIRef> session to one of the following sessions:</Paragraph>
		<List><ListItem><GUIRef href="/baanerp/ts/spc/tsspc2110m000" role="session">Planned Activity - Material Requirements (tsspc2110m000)</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/ts/spc/tsspc2111m000" role="session">Planned Activity - Labor Requirements (tsspc2111m000)</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/ts/spc/tsspc2112m000" role="session">Planned Activity - Other Requirements (tsspc2112m000)</GUIRef>
			</ListItem>
		</List>
		<Paragraph>Process Report: List of planned activities generated.</Paragraph>
		<Paragraph>Error Report: List of errors.</Paragraph>
		<List><ListIntro>Defaults:</ListIntro>
			<ListItem>The <GUIRef href="" role="manual">Date From</GUIRef> is the current date.</ListItem>
			<ListItem>The <GUIRef href="" role="manual">Date To</GUIRef> is the current date + 1 year.</ListItem>
		</List>
	</GeneralSection>
</ManualTopic>
