| # Service Planning Parameters (tsspc0100m000) This session contains: A history list of parameter sets and their effective dates. The most recent parameter sets are at the end of the list. The current parameter set, at the top of the list (without an effective date). To view historical sets, double-click one of the historical parameter sets. You can use the Print Service Parameters (tsmdm0400m000) session to print and compare the parameter sets. To view or change the current parameters, double-click the set without an effective date that appears at the top of the list. The Service Planning Parameters (tsspc0100m000) details session starts. If you make changes and save the new parameter setting, LN performs the following actions: Adds the new set at the end of the history list. Updates the current set (at the top of the list). Note By default, the Description field contains the date and time when the previous parameter setting was saved. To avoid confusion, if you change the parameters, change or delete the default Description text. Related topics Service inspections and preventive maintenance scenarios Introduction Date The date and time from which the parameters are valid. The parameters are valid up to the effective date of the most recent parameter setting. Description The description of the parameter set. For example, the reason why the previous setting was changed. Unit for Year The Unit for Year can be used for the upperscale in the graphical planning tool. This unit is also used for manual input of a prediction's relative moments. Note The unit must be of physical quantity time and must have a conversion factor. Unit for Day The Unit for Day can be used for the lowest scale in the graphical planning tool. This unit is also used for manual input of a prediction's relative moments. Note The unit must be a physical quantity of type time and must have a conversion factor. All relative moments of the prediction are converted to this unit, before stored in the database. Unit The description or name of the code. Unit for Tolerance Period The unit must be a physical quantity of type time. Number Group for Planned Activities The default number group for planned activities. Description The description or name of the code. Series for Planned Activities The default series defined for the planned activities. Description The description or name of the code. Step Size for Activity The number that defines the sequence for the successive steps that must be performed for activity. Note For example, if you enter the value 10, the numbers assigned to successive activities are 10, 20, 30, and so on. Use Master Routing If this check box is selected, master routing data can be used to generate activities for service planning and concepts. Related topics Master routings and routing options Create Planned Inventory Transactions for Planned Activities If this check box is selected, LN allows you to create planned inventory transactions (PIT) for the planned activity material requirements, during the release of the planned activity. Number Group for Maintenance Scenarios The default number group for maintenance scenarios. Related topics Number groups in Service To use number groups and series Series for Maintenance Scenarios The default series defined for the maintenance scenarios number group. Group Planning Number Group for Group Planning Groups The default number group for planning groups. Related topics Number groups in Service To use number groups and series Number Group for Attribute Groups The default number group for attribute groups. Related topics Number groups in Service To use number groups and series Group planning process Group planning data set-up Series for Group Sets The default series defined for the group sets. Note This field is applicable only if the Field Service check box and the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is applicable only if the Implemented check box for the service order, work order and planned activity is selected in the Service Planning Parameters (tsspc0100m000) session. This field is applicable only if the Number Group for Group Planning Groups check box is selected. Series for Reference Points The default series defined for the reference points. Series for Resources The default series defined for the resources. Distance Calculation Method The method that must be used to calculate the distance between two locations. Allowed values Distance Calculation Method Maximum Number of Route Locations Group Planning Service Orders Implemented Implemented If this check box is selected, the group planning functionality is implemented for service order activities. Series for Groups The default series defined for the service order groups. Workload Leveling Method The method to level the workload for group planning. Note This field is applicable only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is applicable only if the Implemented check box for the service order is selected. Allowed values Workload Leveling Method Plan Method The method to plan the service order activities. Note This field is set to Planning Based on Time if the value for the Workload Leveling Method for the service order is set to Scheduling. This field is set to Planning Based on Route if the value for the Workload Leveling Method for the service order is set to Geographically. Allowed values Plan Method Sort Method The sorting method for service order activities in an activity set. Allowed values Sort Method Time Period The time period format used while planning the activities. Allowed values Time Period Workload Leveling Number of Iterations The number of iterations to be performed by the territory planning engine for the service orders. A maximum of 10 iterations can be performed. The default value is five. Note This field is applicable only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is applicable only if the Implemented check box for the service order is selected. This field is enabled only if Workload Leveling Method for the service order is set to Geographically. Minimize Slack If this check box is selected, the slack periods must be minimized. When workload leveling is implemented, Infor LN minimizes the slack of the activities (for engineers) that are moved from one group to another within a group set. Note This field is applicable only if the Implemented check box for the service order is selected. This field is applicable only if the value for the Workload Leveling Method field for the service order is set to Scheduling. This field is applicable only if the Respect Earliest Start Time field is set to Scheduling. Relative Weight of Travel for Service Orders The factor that determines the required travel duration of the service activities in a group. The value indicates the significance of the travel time to level the workload. A high factor has a higher impact on the required travel duration. Note The default value is three. This field is applicable only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is applicable only if the Implemented check box for the service order is selected. This field is not applicable if the value for the Workload Leveling Method field for the service order field is set to Scheduling. This factor is used by the territory planning engine to estimate travel (number of kilometers). Allowed values Relative Weight of Travel Respect Earliest Start Time If this check box is selected, LN considers the earliest start time to plan the service order activity. Note For a service order activity, the planned start time must not be planned after the earliest start time. Material Availability Date The date LN refers to, for the material availability check in group planning, for the service orders. Allowed values Material Availability Check Date Note This field is visible only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is enabled only if the Respect Material Availability Date check box is selected on the Group Planning Service Orders tab. By default this field is set to ATP Date, if the Respect Material Availability Date check box for service orders is selected. However, you can modify this value. Related topics Introduction to Material Availability Check Material Availability Material Issue Constraints Material Availability in Group Planning Respect Material Availability Date If this check box is selected, LN considers the Material Availability Date to schedule the service orders, using group planning. Note This field is visible only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is enabled only if the Implemented check box is selected on the Group Planning Service Orders tab. Related topics Introduction to Material Availability Check Material Availability Material Issue Constraints Material Availability in Group Planning Material Availability Date The date LN refers to, for the material availability check in group planning, for the work orders. Allowed values Material Availability Check Date Note This field is visible only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is enabled only if the Respect Material Availability Date check box is selected on the Group Planning Work Orders tab. By default this field is set to ATP Date, if the Respect Material Availability Date check box for work orders is selected. However, you can modify this value. Related topics Introduction to Material Availability Check Material Availability Material Issue Constraints Material Availability in Group Planning Respect Material Availability Date If this check box is selected, LN considers the Material Availability Date to schedule the work orders, using group planning. Note This field is visible only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is enabled only if the Implemented check box is selected on the Group Planning Work Orders tab. Related topics Introduction to Material Availability Check Material Availability Material Issue Constraints Material Availability in Group Planning Respect Latest Finish Time If this check box is selected, LN considers the latest finish time to plan the service order activity. The Planned Finish Time cannot be planned after the Latest Finish Time. Note LN re-plans the route for the activity. Propagate Firm Planned Down If this check box is selected, Propagate Frozen Down If this check box is selected, Route Planning Start Address of Route The start location of the route. Allowed values Start Address of the Route Average Travel Speed The average travel speed to calculate travel time when planning a route. Unit The unit in which the average travel speed is expressed. Travel Offset Time The travel offset time to calculate travel time when planning a route. Unit The unit in which the travel offset time is expressed. Step Size Group Planning Activity Set Sequence The step size of the sequence in activity sets for service order activities. Group Planning Activity Sequence The step size of the sequence in activities for service order activities. Resource Allocation Based on Attribute Values If this check box is selected, LN allocates resources based on attribute values for service orders. Based on Skills If this check box is selected, LN allocates resources based on skills for service orders. Automatically if only one found If this check box is selected, LN selects the Allocate Resource to Planning Group check box when only one resource is proposed. Automatically highest priority If this check box is selected, LN selects the Allocate Resource to Planning Group check box for the resource with the highest priority. Check Availability If this check box is selected, LN checks the availability of the resources for service orders. Minimum Availability Percentage The minimum availability percentage of the resource to be allocated for the group planning. Plan Activities in Resource Calendar If this check box is selected,: activity status changes to Not Planned after allocation of resources (planning is required before releasing groups) calendar of activities is updated with the calendar of the allocated resource (processing time required) If this check box is cleared,: activity status remains Planned after resource allocation calendar of activities remains the original customer/installation calendar performance is improved during allocation resources because updating of activities is not allowed Note During resource allocation, LN defaults this value in the Used for Planning check box in the Group - Resources (tsspc3102m000) session. Proposed Priority The priority sequence for resource allocation. Allowed values Priority Rules For Resource Allocation Related topics Group planning process Group planning data set-up Group Planning Work Orders Implemented Implemented If this check box is selected, the group planning functionality is implemented for work order activities. Series for Groups The default series defined for the work order groups. Sort Method The sorting method for work order activities in an activity set. Allowed values Sort Method Time Period The time period format used while planning the activities. Allowed values Time Period Respect Earliest Start Time If this check box is selected, LN considers the earliest start time to plan the work order activity. Note For a work order activity, the planned start time must not be planned after the earliest start time. Respect Latest Finish Time If this check box is selected, LN considers the latest finish time to plan the work order activity. The Planned Finish Time cannot be planned after the Latest Finish Time. The work order activity is not planned. Propagate Firm Planned Down Propagate Frozen Down Workload Leveling Minimize Slack If this check box is selected, the slack periods must be minimized. When workload leveling is implemented, Infor LN minimizes the slack of the activities (for engineers) that are moved from one group to another within a group set. Note This field is applicable only if the Implemented check box for the work order is selected. This field is applicable only if the value for the Workload Leveling Method field for the work order is set to Scheduling. This field is applicable only if the Respect Earliest Start Time field is set to Scheduling. Step Size Group Planning Activity Set Sequence The step size of the sequence in activity sets for work order activities. Group Planning Activity Sequence The step size of the sequence in activities for work order activities. Resource Allocation Based on Attribute Values If this check box is selected, LN allocates resources based on attribute values for work orders. Based on Skills If this check box is selected, LN allocates resources based on skills for work orders. Automatically if only one found If this check box is selected, LN selects the Allocate Resource to Planning Group check box when only one resource is proposed. Automatically highest priority If this check box is selected, LN selects the Allocate Resource to Planning Group check box for the resource with the highest priority. Check Availability If this check box is selected, LN checks the availability of the resources for work orders. Minimum Availability Percentage The minimum availability percentage of the resource to be allocated for the group planning. Plan Activities in Resource Calendar If this check box is selected,: activity status changes to Not Planned after allocation of resources (planning is required before releasing groups) calendar of activities is updated with the calendar of the allocated resource (processing time required) If this check box is cleared,: activity status remains Planned after resource allocation calendar of activities remains the original customer/installation calendar performance is improved during allocation resources because updating of activities is not allowed Note During resource allocation, LN defaults this value in the Used for Planning check box in the Group - Resources (tsspc3102m000) session. Proposed Priority The priority sequence for resource allocation. Allowed values Priority Rules For Resource Allocation Related topics Group planning process Group planning data set-up Group Planning Planned Activities Implemented Implemented If this check box is selected, the group planning functionality is implemented for planned activities. Series for Groups The default series defined for the planned activities groups. Workload Leveling Method The method to level the workload for group planning. Note This field is applicable only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is applicable only if the Implemented check box for the planned activity is selected. Allowed values Workload Leveling Method Plan Method The method to plan the planned activities. Note This field is set to Planning Based on Time if the value for the Workload Leveling Method for the planned activity is set to Scheduling. The value in this field is set to Planning Based on Route if the value for the Workload Leveling Method for the planned activity is set to Geographically. Allowed values Plan Method Sort Method The sorting method for planned activities in an activity set. Allowed values Sort Method Time Period The time period format used while planning the activities. Allowed values Time Period Respect Earliest Start Time If this check box is selected, LN considers the earliest start time to plan the planned activities. Note For a planned activity, the planned start time must not be planned after the earliest start time. Respect Latest Finish Time If this check box is selected, LN considers the latest finish time to plan the planned activities. The Planned Finish Time cannot be planned after the Latest Finish Time. The planned activity is not planned. Note LN re-plans the route for the activity. Workload Leveling Number of Iterations The number of iterations to be performed by the territory planning engine for the planned activities. A maximum of 10 iterations can be performed. The default value is five. Note This field is applicable only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is applicable only if the Implemented check box for the planned activities is selected. This field is enabled only if Workload Leveling Method for the planned activity is set to Geographically. Relative Weight of Travel for Service Orders The factor that determines the required travel duration of the service activities in a group. The value indicates the significance of the travel time to level the workload. A high factor has a higher impact on the required travel duration. Note The default value is three. This field is applicable only if the Field Service check box and the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is applicable only if the Implemented check box for planned activity is selected. This field is not applicable if the value for the Workload Leveling Method field for the planned activity is set to Scheduling. This factor is used by the territory planning engine to estimate travel (number of kilometers). Allowed values Relative Weight of Travel Minimize Slack If this check box is selected, the slack periods must be minimized. When workload leveling is implemented, Infor LN minimized the slack for the activities which are moved from one group to another within a group set. Note This field is applicable only if the Implemented check box for the planned activity is selected. This field is not applicable if the value for the Workload Leveling Method field for the planned activity field is set to Scheduling. This field is applicable only if the Respect Earliest Start Time check box is selected. Route Planning Start Address of Route The start location of the route. Allowed values Start Address of the Route Average Travel Speed The average travel speed to calculate travel time when planning a route. Travel Offset Time The average travel speed to calculate travel time when planning a route. Step Size Group Planning Activity Set Sequence The step size of the sequence in activity sets for planned activities. Group Planning Activity Sequence The step size of the sequence in activities for planned activities. Resource Allocation Based on Attribute Values If this check box is selected, LN allocates resources based on attribute values for planned activities. Based on Skills If this check box is selected, LN allocates resources based on skills for planned activities. Automatically if only one found If this check box is selected, LN selects the Allocate Resource to Planning Group check box when only one resource is proposed. Automatically highest priority If this check box is selected, LN selects the Allocate Resource to Planning Group check box for the resource with the highest priority. Check Availability If this check box is selected, LN checks the availability of the resources for planned activities. Minimum Availability Percentage The minimum availability percentage of the resource to be allocated for the group planning. Plan Activities in Resource Calendar If this check box is selected,: activity status changes to Not Planned after allocation of resources (planning is required before releasing groups) calendar of activities is updated with the calendar of the allocated resource (processing time required) If this check box is cleared,: activity status remains Planned after resource allocation calendar of activities remains the original customer/installation calendar performance is improved during allocation resources because updating of activities is not allowed Note During resource allocation, LN defaults this value in the Used for Planning check box in the Group - Resources (tsspc3102m000) session. General Number Group for Territory Planning The default number group for territory planning. Related topics Number groups in Service Series for Territory Planning The default series defined for the territory planning number group. Number of Visits per Day The average number of visits a service engineer can perform in one day. Unit The unit in which the number of visits per day is expressed. Calculation Use Provider for Distance Calculations If this check box is selected, LN uses web service to calculate distance/travel time. Provider The information provider to calculate travel/distance time. Allowed values Provider Note This field is enabled only if Use Provider for Distance Calculations check box is selected. Related topics Group planning process Group planning data set-up |