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<ManualTopic ID="/baanerp/ts/onlinemanual/000032" xml:lang="en">
   <Header>
      <Title>To generate maintenance planning</Title>
      <Keyword type="header" order="d1e2775721">
         <Level1>Generate maintenance planning</Level1>
      </Keyword>
      <Keyword type="header" order="d1e2775724">
         <Level1>Maintenance planning</Level1>
         <Level2>generate</Level2>
      </Keyword>
      <Keyword type="header" order="d1e2775729">
         <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">installation group</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 (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 Installation
				group, the planning is not generated for that Installation
				group.</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. ERP Enterprise 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 Installation
				  group</ListItem>
                  <ListItem>The usage class</ListItem>
               </ProcedureList>
            </Step>
            <Step>
               <StepTitle>Predicted Activities</StepTitle>
               <Paragraph>ERP Enterprise 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, ERP Enterprise 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="option">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="option">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="option">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="manual">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 Installation
		  group.</ListItem>
      </List>
      <Paragraph>Earliest start time =</Paragraph>
      <Formula space-and-orientation="indented-estimated">
         <Figure space-and-orientation="indented-estimated">
            <HTML:IMG xmlns:HTML="http://www.w3.org/TR/REC-html40" height="106" width="467"
                      SRC="../images/tr_graph_formulaearlierstartdate.jpg"
                      alt="[...]"/>
         </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">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>