<?xml version="1.0" encoding="utf-8"?>
<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>Use the <GUIRef href="/baanerp/ts/spc/tsspc2200m000" role="session">Generate Maintenance Plan (tsspc2200m000)</GUIRef> session to generate <Link href="/baanerp/ts/glossary/glossary#MaintePlanni.ts" role="glossary">maintenance planning</Link>. You can plan <Link href="/baanerp/ts/glossary/glossary#000359" role="glossary">maintenance activity</Link> for the <Link href="/baanerp/ts/glossary/glossary#000306" role="glossary">cluster</Link> and <Link href="/baanerp/ts/glossary/glossary#Objects.ts" role="glossary">serialized item</Link> that the service organization manages. You can schedule and display the activities in the <GUIRef href="/baanerp/ts/spc/tsspc2100m000" role="session">Planned Activities - Cluster (tsspc2100m000)</GUIRef> session. 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>
		<ProcedureSection><SectionTitle>How to generate maintenance planning</SectionTitle>
			<Steps><Step><StepTitle>Service contract</StepTitle>
					<Paragraph>If any service contract is active for the cluster, the planning is not generated for that cluster.</Paragraph>
				</Step>
				<Step><StepTitle>Serialized items</StepTitle>
					<Paragraph>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. 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. 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.</Paragraph>
				</Step>
				<Step><StepTitle>Planned Activities</StepTitle>
					<Paragraph>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.</Paragraph>
				</Step>
				<Step><StepTitle>Usage Class</StepTitle>
					<Paragraph>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:</Paragraph>
					<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>
				</Step>
				<Step><StepTitle>Predicted Activities</StepTitle>
					<Paragraph>SSA ERP first checks whether <Link href="/baanerp/ts/glossary/glossary#000012" role="glossary">predicted activity</Link> 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.</Paragraph>
				</Step>
				<Step><StepTitle>Reference Activities</StepTitle>
					<Paragraph>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 present, the reference activities are used to generate the planned activities.</Paragraph>
				</Step>
				<Step><StepTitle>Maintenance Cycle</StepTitle>
					<Paragraph>The maintenance planning can be carried out in three different ways, based on the start of the maintenance cycle:</Paragraph>
					<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>
				</Step>
			</Steps>
		</ProcedureSection>
		<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 receiving 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><Figure UserLevel="Novice" UserType="Taskuser"><HTML:IMG SRC="../images/tr_graph_formulaearlierstartdate.jpg" height="106" width="467" xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40"/></Figure>
		</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 + one year.</ListItem>
		</List>
	</GeneralSection>
</ManualTopic>
