| # Plan Groups and Activity Sets (tsspc3220m000) Use this session to plan the activities in a group planning. Related topics Priority Rule Check Resource Availability Resource allocation for group planning Group planning process Group planning data set-up Territory planning process Route-based planning process Selection Range Activity Origin The origin of the activity. The origin can be service order activities, work order activities or planned activities. Allowed values Activity Origin Level The group planning level to be planned. Allowed values Level Group The From and To fields define a range of: groups that must be planned. Group The From and To fields define a range of: groups that must be planned. Activity Set Sequence The From and To fields define a range of: activity sets in a group that must be planned. Activity Set Sequence The From and To fields define a range of: activity sets in a group that must be planned. Activity Sequence The From and To fields define a range of: activities that must be planned. Activity Sequence The From and To fields define a range of: activities that must be planned. Planned Start Time The From and To fields define a range of: earliest start date and time of all activity sets in the specified group. Planned Start Time The From and To fields define a range of: earliest start date and time of all activity sets in the specified group. Planned Finish Time The From and To fields define a range of: latest finish date and time of all activity sets in the specified group. Planned Finish Time The From and To fields define a range of: latest finish date and time of all activity sets in the specified group. Options Simulate If this check box is selected, ERP Enterprise runs the plan process in simulation mode. The results are not saved in the database. This process enables you to review the results before planning the selected groups and activity sets.. Plan Forward The options to determine how the specified activities can be planned. Allowed values Plan Forward Plan Forward From The start time of the first activity in a group to be planned. Note This field is enabled only if you set the Plan Forward field to From Time. Automatically Freeze Activity Set If this check box is selected, ERP Enterprise freezes the activity sets after the activity sets are planned. Freeze Activity Set When Start Before The latest start time of the groups that must be frozen. The activity sets that have a start time before this specified time, are frozen. Note This field is enabled only if Automatically Freeze Activity Set check box is selected. Automatically Firm Plan Activities If this check box is selected, ERP Enterprise sets the status of the activity of the group planning, to Firm Planned. Note If the status of the original service order activity or work order activity is equal to or higher than the status specified in the Firm Plan From Status field, ERP Enterprise sets the status of the activity of the group planning, to Firm Planned. An activity is set to firm planned only when the planning process is executed successfully. Firm Plan From Status The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to firm planned. Allowed values Service Order Status Note This field is enabled only when the Activity Origin field is set to Service Order and the status of the activities added to group planning is set to Planned. When an activity in group planning is set to Firm Planned, the status of all the existing activities in the same activity set is also set to Firm Planned. ERP Enterprise does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned. Firm Plan From Status The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to firm planned. Allowed values Work Order Status Note This field is enabled only when the Activity Origin field is set to Work Order and the status of the activities added to group planning is set to Planned. When an activity in group planning is set to Firm Planned, the status of all the existing activities in the same activity set is also set to Firm Planned. ERP Enterprise does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned. Firm Plan From Status The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to firm planned. Allowed values Planned Activity Status Note This field is enabled only when the Activity Origin field is set to Planned Activity and the status of the activities added to group planning is set to Planned. When an activity in group planning is set to Firm Planned, the status of all the existing activities in the same activity set is also set to Firm Planned. ERP Enterprise does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned. Print Options Process Report If this check box is selected, ERP Enterprise generates process report. The report contains details of all the activities that are moved. Error Report If this check box is selected, ERP Enterprise generates error report. This report contains details of all warnings and errors that occur during the process. |