| # Generate Plan (tsspc3200m000) Use this session to generate a new group planning and add new groups to an existing 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 Order The From and To fields define a range of: orders. Note Based on the value the Activity Origin field is set to, you can either select a service order, work order or planned activity. Order The From and To fields define a range of: orders. Note Based on the value the Activity Origin field is set to, you can either select a service order, work order or planned activity. Activity/Activity Line The From and To fields define a range of: order activities for which group planning is generated. Note The Activity Line label is visible only when the Activity Origin field is set to Planned Activity. Activity/Activity Line The From and To fields define a range of: order activities for which group planning is generated. Note The Activity Line label is visible only when the Activity Origin field is set to Planned Activity. Service Order Status The From and To fields define a range of: service orders status. Allowed values Service Order Status Service Order Status The From and To fields define a range of: service orders status. Allowed values Service Order Status Work Order Status The From and To fields define a range of: work orders status. Allowed values Work Order Status Work Order Status The From and To fields define a range of: work orders status. Allowed values Work Order Status Planned Activity Status The From and To fields define a range of: planned activities status. Allowed values Planned Activity Status Planned Activity Status The From and To fields define a range of: planned activities status. Allowed values Planned Activity Status Planned Start Time The From and To fields define a range of: planned start time of the activities for which group planning is generated. Planned Start Time The From and To fields define a range of: planned start time of the activities for which group planning is generated. Planned Finish Time The From and To fields define a range of: planned finish time of the activities for which group planning is generated. Planned Finish Time The From and To fields define a range of: planned finish time of the activities for which group planning is generated. Earliest Start Time The From and To fields define a range of: earliest start time of the activities for which group planning is generated. Earliest Start Time The From and To fields define a range of: earliest start time of the activities for which group planning is generated. Latest Finish Time The From and To fields define a range of: latest finish time of the activities for which group planning is generated. Latest Finish Time The From and To fields define a range of: latest finish time of the activities for which group planning is generated. Emergency Orders Only If this check box is selected, LN considers only emergency orders to generate group planning. Options Simulate If this check box is selected, LN runs the group planning process in simulation mode. The results are not saved in the database. This process enables you to review the results before generating the group planning. Read Activity Times The start and finish time options that can be considered for group planning. Allowed values Read Activity Times Update Existing Activities If this check box is selected, LN updates the existing group planning data. Note LN generates an error report if an existing activity is identified. The firm planned activities are not updated. 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. Delete Plan If this check box is selected, LN deletes the existing group planning data. Delete Plan From The planned start time of groups to be frozen. All the groups that are generated after this specified time are deleted. Note This field is enabled only if Delete Plan check box is selected. Delete Transferred Planned Activities from Group Planning If this check box is selected, LN deletes the existing planned activities that are linked to the service orders or work orders, from the group planning. Automatically Freeze Activity Set If this check box is selected, LN freezes the activity sets after planning. 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, LN sets the status of the activity of the group planning, to Firm Planned. Note This field is enabled only when the Activity Origin field is set to Service Order or Work Order and the status of the activities added to group planning is set to Planned. 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, LN 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 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. The group planning activities generated from service order activities or work order activities can be set to Firm Planned. Group planning activities generated from planned activities cannot be set to Firm Planned. LN 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, LN generates process report. This report contains an overview of the activities that are added during the load run. Error Report If this check box is selected, LN generates error report. This report contains details of the warnings and errors that occur during the load run. |