| To transfer planned activities to service orders |  |
| Use this process to create planned activities and transfer the planned activities to service order. How to generate planned activities and transfer planned activities to service order Step 1. Define Maintenance Concept Use the Maintenance Concepts - Item (tsspc1120m000) session to list the reference activity that constitute an item's maintenance concept. On the Specific menu, you can click Generate Predictions to start the Generate Prediction (tsspc1225m000) session, which you can use to generate a list of predicted activities for the item, based on the item's reference activities listed in this session. You can click Resource Requirements to start the Reference Activity - Resource Requirements (tsacm2120m000) session, which you can use to view the list of resource requirement for the particular reference activity. Step 2. Generate Predictions Use the Generate Prediction (tsspc1225m000) session to generate a maintenance prediction for a range of items based on the reference activities listed for the items in the Maintenance Concepts - Item (tsspc1120m000) session. Step 3. Generate Planning Use the Generate Maintenance Plan (tsspc2200m000) session to generate maintenance planning for a range of cluster. Step 4. Transfer Planning to Service Order To run the planned maintenance activity, you must make a service order from the activity. To transfer planned activities to a service order, you can use the Transfer Maintenance Plan to Service Order (tsspc2220m000) session. The planned activities must meet the following conditions: The Service Order field must be empty. The status of the planned activity must be Released or Final. The Planned Start Time must be in the specified range. If a service order is generated: The activities and requirements are automatically copied to the service order. The status of the planned activity is updated to Final. The Service Order field and the Activity Line Number field are filled for the planned activity.
Legend
Abbreviation | Description
Act | Activities
ESO | By Existing Service Orders
AG | By Activity Group
Loc | By Location
Tdm | In Tandem
DST | By Different Start Time
Grouping Planned Activities
| Act | ESO | AG | Loc | Tdm | DST | Description and Order Duration
1 | Yes | No | No | No | No | No | All the planned activities that have the same planned start time are grouped into one service order. Equal to the longest duration of all the activities.
2 | Yes | Yes | No | No | No | No | Activities are not grouped among themselves, but each activity, when transferred to a service order, are checked against the existing service orders on particular conditions, such as department, business partner, location, planned start time, and so on, and are grouped under the same service order. Equal to the sum of all the activities duration.
3 | Yes | No | Yes | No | No | No | All the planned activities that have the same reference activity group and te same planned start time are grouped into one service order. Equal to the longest duration of all the activities.
4 | Yes | No | No | No | No | Yes | For every planned activity, the remaining planned activities are checked to see if the activities fall within the time difference specified and are grouped accordingly with the first planned activity.
5 | Yes | No | Yes | No | No | Yes | All the planned activities must have the same reference activity group and, for every planned activity, the remaining planned activities are checked to see if they fall within the time difference specified and are grouped accordingly with the first planned activity.
6 | Yes | No | No | No | Yes | No | All the activities that have the same planned start time are grouped into a single service order. The next activities have their planned start time changed to the planned finish time of the previous activity. Equal to the sum of all the activities duration.
7 | Yes | No | Yes | No | Yes | No | All the activities that have the same planned start time and reference activity group are grouped into one service order, but activities from the second one onwards have get their planned start time changed to the planned finish time of the previous activity. Equal to the sum of all the activities duration.
8 | Yes | No | No | No | Yes | Yes | For every planned activity, the remaining planned activities are checked to see if the activities fall within the time difference specified and are grouped accordingly with the first planned activity, but activities from the second activity onwards have their planned start time changed to the planned finish time of the previous activity.
9 | Yes | No | Yes | No | Yes | Yes | All the planned activities must have the same reference activity group and, for every planned activity, the remaining planned activities are checked to see if the activities fall within the time difference specified and are grouped accordingly with the first planned activity, but activities from the second activity onwards have their planned start time changed to the planned finish time of the previous activity.
10 | Yes | No | No | Yes | No | No | All the planned activities that have the same planned start time and same location(either of the cluster or of the serialized item) are grouped into a single service order. Equal to the longest duration of all the activities.
11 | Yes | No | Yes | Yes | No | No | All the planned activities that have the same planned start time and same location, either of the cluster or of the serialized item, and the same reference activity is grouped into a single service order. Equal to the longest duration of all the activities.
12 | Yes | No | No | Yes | No | Yes | For every planned activity, the remaining planned activities are checked to see if the activities fall within the time difference specified and, if the activities belong to the same location, either of the cluster or of the serialized item, are grouped accordingly with the first planned activity.
13 | Yes | No | Yes | Yes | No | Yes | Activities that have the same reference activity group, activities that belong to the same location, either of the cluster or of the serialized item, and for every planned activity, the remaining planned activities are checked to see if the activities fall within the time difference specified, and are then grouped accordingly with the first planned activity.
14 | Yes | No | No | Yes | Yes | No | All the activities that have the same planned start time and the same location are grouped into a single service order, but the service order activities from the second activity onwards have their planned start time changed to planned finish time of the previous one. Equal to the sum of all the activities duration.
15 | Yes | No | Yes | Yes | Yes | No | All the activities that have the same planned start time, same reference activity group, and same location are grouped into a single service order, but service order activities from the second activity onwards have their planned start time changed to the planned finish time of the previous activity. Equal to the sum of all the activities duration.
16 | Yes | No | No | Yes | Yes | Yes | For every planned activity, the remaining activities are checked if the activities fall within the time difference specified (behind/beyond) and belong to the same location, and are grouped accordingly with the first planned activity, but service order activities from the second activity onwards have their planned start time changed to planned finish time of the previous activity.
17 | Yes | No | Yes | Yes | Yes | Yes | For every planned activity, the remaining activities will be checked if the activities fall within the time difference specified (behind/beyond) and have the same reference activity group and run in the same location, the activities are grouped accordingly with the first planned activity, but service order activities from the second activity onwards have their planned start time changed to planned finish time of the previous one.
Note To start the Transfer Maintenance Plan to Service Order (tsspc2220m000) session, you must define defaults for your login in the User Profiles (tsmdm1150m000) session. If a service contract is linked to the planned activity by means of the cluster, and the contract is active for that cluster, a warning message appears. Related topics To view the service orders, run the Service Orders (tssoc2100m000) session. |