Managing Long Term Planning

This chapter covers the following topics:

Overview

The Oracle Complex Maintenance, Repair, and Overhaul Long Term Plan module maximizes maintenance scheduling by balancing maintenance requirements with available maintenance capacity. It allows you to simulate a visit or sequence of visit combinations in order to find the optimal maintenance visit schedule.

Key functions supported by the Long Term Planning module provide essential tasks for planning the long term maintenance needs of fleet units. See:

Long Term Plans

The Long Term Planning (LTP) module is used by a maintenance planner to schedule maintenance visits based on the optimal use of capable maintenance facilities, available resources and material constraints. The maintenance planner using Long Term Plan is able to make a complete assessment of the maintenance resources available at all maintenance locations. The maintenance planner is able to do this by balancing visits created for forecasted maintenance requirement information from Unit Maintenance Plan against projected maintenance capacity. The planner will schedule maintenance visits, assess capacity and reserve required materials.

Key Business Processes

Create a Visit

A visit is created in Visit Work Package and is a group of events created by the maintenance planner made up of selected maintenance requirements —defined in Unit Maintenance Plan or directly from Fleet Maintenance Program— and associated routes, with projected compliance times based the unit's forecasted operational times. This visit is used to group events together for long and short term capacity planning, and to facilitate scheduling to a maintenance base. Visits are used for production through Visit Work Package and Production Planning. Creation of a maintenance visit consists of selecting and creating tasks for maintenance requirements and associated routes, and projecting compliance times based the unit's forecasted operational times.

Define a Visit's Resource Requirements

Maintenance visit resource requirements must be defined to allow accurate scheduling and capacity planning. Visit resource requirements are based on the maintenance requirement's associated routes—which are created in Route Management—and the man hour requirements by skill, skill level and certification, required tooling, required materials, duration and required completion times as defined by Unit Maintenance Plan.

Schedule a Visit

After a visit has been created it must be scheduled at a maintenance facility. Availability for this is based on currently scheduled visits, material constraints, and the forecast resources of the maintenance facility. The visit start time is set by considering due dates calculated for maintenance requirements by Unit Maintenance Plan. Required materials are reserved and the maintenance planner can determine if capacity is exceeded or does not fulfill requirements.

Schedule Required Materials

After a visit has been created and scheduled to a capable maintenance facility, the associated material requirements are factored into the supply chain plan through Oracle's Advanced Supply Chain Planning application. The visit's required materials, defined through the routes associated to each task, are scheduled based on the start date and time of each task for the applicable organization. LTP provides the planner, functionality to identify any schedule conflicts, when the required materials will not be available by the start date of the applicable visit task. Alternate items for these requirements may be selected and scheduled, or the planner may make scheduling changes to ensure that the materials will be available by the start of the associated work order.

Capacity Versus Work Load Requirements

You can compare resource capacity versus resources required for the projected workload, which is an essential tool for accurate scheduling and planning and ensures that available resources are used as efficiently as possible. This is accomplished through the Resource Leveling feature of Long Term Plan. To derive the optimal schedule, you must have the ability to adjust visit schedules, change maintenance locations, and remove and add visit requirements.

Simulations

The simulation function works in conjunction with both the scheduling and resource leveling functions of Long Term Plan. This allows the user to test different scheduling scenarios without changing the original visits. Visits can be copied into a simulation plan and their schedule or structure changed. After evaluating these visits, and taking into account schedule and resource consumption, the changes can be implemented for the entire simulation plan, or for individual visits within the plan.

Finding Scheduled and Unscheduled Visits

The Search Visit page provides the ability to search and display all maintenance visits regardless of their status.

To find a visit

  1. Navigate to the Long Term Planning page from Oracle Complex Maintenance, Repair, and Overhaul's home page. Click the Visits link to display the Search Visits page.

    You can view all primary visits, scheduled and unscheduled. All visits that need to be associated to an item (model) or serial number, all visits of a certain visit type, all visits due during a defined period, or all visits associated to an organization and department.

  2. Select values in the applicable fields and select Go to display the results of your search.

    • Organization

    • Department

    • Item

    • Due From, Due To: These two attributes allow the user to filter the displayed visits based on when a visit is due.

    • Start From, Start To: Lists the date of the first day of effectivity of an operation.

    • Display Only: Used to filter displayed visits by Scheduled, Unscheduled, or Visits with conflicting end dates. This field is empty by default. A visit is considered scheduled if its start date is defined and it is associated with a department and organization. Visits not assigned to any organization and/or department and with no Start Date are Unscheduled Visits. Conflicting visits are visits whose Derived End Date is greater than it’s Planned End Date.

    • Visit Type: Defines what kind of maintenance visit is required, such as C-Check, D-Check, Preflight. The types are user defined. This allows maintenance to be classified into categories. Larger visits can include many different maintenance requirements, but can still be grouped together under one visit type.

    • Visit Number

    Search Visit

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  3. To search for a visit, in production or in planning stage, whose derived end date has exceeded the manually defined planned end date, select Visits with Confliction End Dates from the Display Only drop-down menu. Click Go. You can manually adjust the planned end date in the Schedule Visit page. See Scheduling a Visit.

Assessing a Work Schedule

Long Term Planning allows quick identification of a maintenance base's workload. This assessment identifies the current scheduled visits at an organization's capable department and spaces for a given maintenance visit.

To assess a work schedule

  1. Retrieve the visit schedule you want to view in the search results region.

  2. Select Plan Visit to navigate to the Scheduled Visit page.

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  3. Enter the schedule information in the applicable fields.

  4. Select Go. All Visits within the selected criteria are displayed, showing the Organization, Department, Space, and Category. The schedule is indicated by icons, which are defined at the top of the page.

Scheduling a Visit

Long Term Plan permits maintenance organizations to schedule visits, which can be created specifically for a maintenance requirement. An empty visit can be created and later be associated to requirements.

Note: You can now schedule a maintenance requirement more than once to the same instance in a single maintenance visit.

Prerequisites

To schedule a visit

  1. Click Schedule Visit to navigate to the Schedule Visit page.

  2. Select the visit you want to schedule, then select Plan Visit button.

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  3. Select information in the following fields.

    This page enables you to assign a visit to an organization and department. You also must define its start date. All three of these attributes must be assigned and define a visit as scheduled. After a visit has been scheduled, spaces can be assigned and Long Term Planning’s resource leveling functionality can be used. You can also reschedule a visit from this page if it is in planning status.

    • Visit Number: All maintenance visits are assigned a unique visit number. All visit numbers for all visits that have been created are available for selection.

    • Duration: the total length of the visit in days. It is the sum total of the durations of the associated visit tasks. Maintenance visits can be any length, from an hour to an unlimited number of days.

    • Visit Type: this enables maintenance to be classified into categories. Some of the larger visits, like a D-Check, will often include many different maintenance requirements, but can still be grouped together under once visit type.

    • Due By: The due date of a visit is defined by the associated maintenance requirements from Unit Maintenance Plan. The maintenance requirements are associated to the visit's tasks.

    • Item: All visits must be associated with an item.

    • Unit: serial number of a specific item.

    • Simulation Plan: Identifies the visit by simulation plan the visit or if it is a visit in the primary plan. When coming from the Search Visits screen, the visit will always be part of the Primary Plan. When coming from the View Simulation Plan screen, the value is defined by the plan in context.

    • Organization

    • Department

    • Start Date

    • Planned End Date

    • Planned End Time

    • Service Category

    You can also adjust the planned end date for a visit with conflicting planned and derived end dates.

    You can schedule and reschedule a visit while viewing current visit details in the Scheduled Visits page. You can search for availability periods using the following search criteria:

  4. Select Apply to save your work.

To schedule and reschedule visits

  1. Navigate to the Scheduled Visits page to view details for a currently scheduled visit number.

  2. In the Search Scheduled Visits region, enter information in the applicable fields and select Go. The schedule details appear in the Scheduled Visits results table.

  3. Select the intersecting icon, between the start date and corresponding department or space, to schedule the visit to the applicable organization, department and space. The Schedule Visit page appears.

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  4. Enter the schedule details, and select Apply to save your work.

  5. To reschedule a visit, select the icon for the visit in the results table. Make the necessary changes, and click Apply.

  6. Optionally, assign Spaces. See: Assigning Spaces to a Visit. The Space information is carried over to the Schedule Visit page for assignment.

  7. To view the visit details assigned to a department or space, select the View icon for the applicable row in the results table. The View Details page displays the department and all scheduled visits starting during the previously defined period.

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    The Additional Spaces Assigned column indicates whether or not additional spaces are assigned to the visits.

  8. To return to the Scheduled Visits page, select the visit and Schedule.

To unschedule a maintenance visit

  1. Retrieve the visit you want to schedule.

  2. Select Unschedule.

    The visit is removed from the schedule and no longer appears in the Visits results. The Organization, Department, Start Date and any associated Spaces are removed from the visit.

To view scheduled visit details

  1. Retrieve the visit you want to view.

  2. Select Plan Visit. The Schedule Visit page appears, displaying the currently scheduled visits for the relevant visit number.

Assigning Spaces to a Visit

Long Term Plan uses spaces to assign locations to the maintenance work required during a visit. One or more spaces may be assigned to a visit.

Prerequisites

To assign spaces to a visit

  1. Retrieve the visit you want to assign a space in the Schedule Visit page, and select Plan Visit.

    The Schedule Visit page appears. The Assigned Spaces information is displayed in the lower half of the page.

  2. Select Add More Rows, and add information in the provided fields. Select a value in the Space field.

  3. Select Apply to save your work.

Material Demand Planning and Scheduling

Oracle CMRO's integration with Oracle Advanced Planning and Scheduling (APS) provides comprehensive material planning, scheduling and rescheduling capabilities. Planners have complete visibility into forecasted, planned, and unplanned material requirements. You can plan materials well in advance to accommodate fluctuations in demand and supply for both planned and unplanned material requirements. You can also maintain optimum stock to meet specific service levels under the defined inventory budget constraints. The APS integration includes the following:

Demand Planning collects these material requirements, factors them into the global demand, and feeds the global demand to Inventory planning and supply chain planning. The forecast/demand variability along with the supply variability (like supplier capacity and lead-times) is then used to specify time phased safety stock recommendations for the supply chain.

Material Demand Planning

The three primary material streams into the APS engine are global material demand from forecasted maintenance requirements, scheduled maintenance requirements and historical non-routine material requirements. Demand Planning factors the required materials into global material demand; and pushes it into Inventory Planning where the supply and demand variability is considered to compute safety stocks at all locations. Demand plans created in the process, provide visibility into the upcoming material requirements long before the applicable maintenance is scheduled to a facility.

Demand Planning includes the following procedures:

Create demand plans

  1. Navigate to the Demand Plans window in Oracle Demand Planning

  2. Create a Demand Plan. See: Procedure to Define a Demand Plan, Oracle Demand Planning User's and Implementation Guide

    You must define the following Input Parameters:

    • Material Requirements - Scheduled

    • Material Usage History - Unplanned

    • Material Usage History - Planned

    • Material Requirements - Planned

    These streams account for global demand from Unit Maintenance Plan, scheduled requirements in Long Term Planning and historical requirements from non-routine maintenance defined during the production process.

Run data collections

  1. Navigate to the Custom Stream Collection window in Oracle Demand Planning.

  2. Select the CMRO streams, and run collections.

    See: Procedure for Collecting Data, Oracle Demand Planning User's and Implementation Guide This process collects the material requirements from CMRO and populates demand plans with it.

Build demand plans

Once a demand plan has been defined in the Demand Planning Server, you build the demand plan in the Demand Planning Engine. This process builds the Demand Planning databases, and download data from the Demand Planning server to these databases.

  1. Navigate to Demand Plan Administration in Oracle Demand Planning. A list of Demand Plans appears.

  2. Select the demand plan that you want to work with, and build it. See: Building a New Demand Plan, Oracle Demand Planning User's and Implementation Guide

Reliability Planning

Reliability Planning enables you to reduce inventory levels at maintenance facilities and transient stations. This functionality provides forecast capabilities for non-routine items, based on identified failure probabilities, using the Supply Chain Planning engine. You can avoid costly interruptions to flight schedules if the correct parts are available, and also avoid situations of overstocking inventory by providing a query to analyze the reliability of rotable parts.

Reliability Planning functionality uses historic part change reports and identifies failure probabilities. Earlier inspections and possible item replacements at more opportune times can reduce unplanned maintenance and associated costs. Historic calculations use standards such as part and age. For example, if a standard engine requires an overhaul every 8000 hours under certain operational conditions, but historical data shows it is actually closer to every 7500 hours—the future performance is compared to the standard. You can then determine if the proposed action should be used for the overall maintenance. Reliability Planning includes the following features:

Reliability Planning is setup in Oracle Inventory, Oracle Planning, and in Complex Maintenance Repair and Overhaul's Administration mode. The Reliability tabbed region in the Administration mode is used to:

Prerequisites

To view and define conditions and removal codes for reliability planning

  1. Navigate to the Reliability Setup page.

    The Setup Summary region displays Conditions and Removal Codes, and the number of records associated with each attribute.

    The Setup Details region is used to add or delete Condition and Removal Code records.

  2. In the Setup Details region, select the Conditions tab to view the conditions set for reliability analysis.

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  3. To add a record, select Add Another Row and choose the List of Value icon to display the Search and Select page.

  4. Select a value and choose Select to refresh the Reliability Setup page with the new record.

  5. Select the Removal Codes tab to view the codes enabling removal of the condition in the reliability analysis.

  6. To add a record, select Add Another Row and choose the List of Value icon to display the Search and Select page.

  7. Select a value and choose Select to refresh the Reliability Setup page with the new record.

  8. Save your work.

To view and define base and override counter associations

  1. Navigate to the Counter Associations page to display base and override counters.

  2. To add records, select Add Another Row. Choose the List of Value icon in the Base Counter field, and select a value from the Search and Select page.

    Counters track usage, for example, each time an engine is started counts as one cycle. Base counters represent the total hours or cycles on a part, usually represented by Time Since New (TSN) or Cycles Since New (CSN).

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  3. Choose the List of Value icon in the Override Counter field, and select a value from the Search and Select page.

    Override counters are used to factor in a more accurate time component in the reliability analysis. For example, when a part is overhauled, time is more accurately represented by the Time Since Overhaul (TSO), but for accountability purposes, the TSN counter is tracked.

  4. Enter a counter description for the override counter—for example: hours, cycles or formula.

  5. Save your work.

To view planning forecasts associated with probability rates

  1. Navigate to the Forecast Associations page.

  2. In the Search Region, you can search for forecasts associated with predicted failure rates using filter criteria in the following fields:

    • Organization

    • MRP Forecast

    • Type:

      • Historical—uses historical data for calculation

      • MTBF—Mean Time Between Failure, uses a manual figure for calculation

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  3. Select Go to display the results of your search.

To associate forecasts with reliability data

  1. Navigate to the Forecast Associations page, and choose Create to display the Create Forecast Associations page.

  2. Select values in the Organization and Forecast Designator fields.

    The forecast designator is the planning forecast name.

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  3. Select a reliability planning type to be used for the calculation. Choices are:

    • Historical—calculation of anticipated failure of components using historical information.

    • MTBF—Mean Time Between Failure, this is a manual calculation of predicted failure of components.

  4. Enter a percentage value in the Probability Failure Rate From and To fields.

    These fields are used to determine which forecast is used to populate a material requirement. Reliability planning calculates the average life of an item, and predicts the probability of failure as the larger unit arrives at each service station. The requirements are added to the applicable forecast, identified by these two fields.

  5. Select Apply to save your work.

Some failure rates are manually defined when an item is new and has no historical data attached it. Once you have historical data, you can delete this information. For the MTBF flow, you define known average failure rates for items in a specific position within a configuration.

To view or define manual reliability definitions

  1. Navigate to the Reliability Definitions page.

  2. You can search for Master Configuration details in the Search region by selecting search criteria, and selecting Go.

    You can searching using the following values:

    • Master Configuration

    • Position

    • Revision

    • Item Number

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    The results of your search display in the Master Configuration Details region.

  3. For records that have accumulated historical data, and no longer need to be manually defined, select Remove to delete this record.

  4. Choose Create to display the Create Reliability Definition page for specifying new definitions.

  5. Select a value in the Master Configuration field.

  6. In the Position field, select Go to display the Select Position page. This page lists available positions. See: Select Position Page

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  7. Select a Position and choose Associate to add this record to the reliability definition.

    The Edit Reliability Definition page appears.

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  8. In the MTBF Details region, choose Add Another Row to enter counter and MTBF definitions.

  9. Select the List of Values icon to display the Search and Select Counter page, and select a counter value.

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  10. Enter a value in the MTBF field.

    This is the average failure rate for the item in this specific position, within a configuration.

  11. Select Apply to save your work.

The last step in Reliability Planning analysis is running the Reliability Analyzer Process. The reliability process identifies the probability of component failures. This information is used for material requirements in applicable planning forecasts.

To run the Reliability Analyzer Process for defined period

  1. Navigate to the Submit Requests window.

  2. In the program Name field, select Reliability Analyzer Process.

  3. In the Parameter field, select a date range.

  4. Select the other information needed to generate this program.

    See: Submitting a Request, Oracle E-Business Suite User's Guide

  5. Choose Submit to generate this concurrent request.

Viewing Historic Part Changes

Part change transactions can be viewed and used in planning calculations. A summary of the part change transactions is displayed in the summary region of the Part Changes page. This information can be exported to other reporting programs.

To view historic part changes

  1. Navigate to the Part Changes page.

  2. To find your appropriate records, select search criteria In the Search region. You can select information in the following fields:

    • Serial Number

    • Unit Configuration

    • Item

    • Lot Number

    • Visit Number

    • Organization Code

    • Transaction Type

  3. Select Go to display the results of your search.

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    The page displays information for each item in several regions: Item Details, Configuration Details, and Visit Details.

    You can review the information for the following values: serial number, lot number, master configuration, subconfiguration, position, unit configuration, transaction type, date, visit number and name, workorder, organization, condition, and removal code.

  4. Select Export to move these results to another document program.

Supply Chain Planning

When maintenance requirements, forecast, routine, and non-routine, are scheduled to an organization through a visit, the associated material requirements are automatically picked up through Oracle Advanced Supply Chain Planning's (ASCP) collection process. The required materials are pegged against the applicable visit and task. Material requirements associated with the scheduled visits then appear in the Scheduled Materials page as scheduled. Scheduled materials are then removed from the global demand defined for planned MRs to ensure that the requirements are not counted twice by the planning engine.

The scheduled dates and quantities are displayed in the Scheduled Materials page. The collection process also returns exception dates, i.e. the dates on which the material is required but will not be available. If for a particular material requirement, either the scheduled date or the scheduled quantity is unsatisfactory, the maintenance planner can select alternate items, and schedule it using the same process.

The planner then creates an ASCP Plan to process the net existing supplies and generate Planned Orders. Material Demand is reflected as Sales Order in ASCP. The Sales Order number is displayed as concatenated visit number, task number and Complex MRO. (such as 100.2.Complex MRO). When the sales order is released, the Scheduled date and Scheduled quantity is automatically updated.

Supply Chain Planning involves the following processes:

Create an supply chain plan

  1. Navigate to the Supply Chain Plans window in Oracle Advanced Supply Chain Planning.

  2. Create a supply chain plan and set it to ATP enabled. See: Creating a Supply Chain Plan, Oracle Advanced Supply Chain Planning Implementation and User's Guide

Run data collections

  1. Navigate to the Planning Data Collection concurrent program in Oracle Advanced Supply Chain Planning.

  2. In the Parameters field for Planning Data Pull, the following two parameters must be set up to collect data from Oracle CMRO:

    • Select the applicable CMRO instance from the Instance list of values.

    • Select Yes for Sales Orders.

    This ensures that material requirements from CMRO are collected as sales orders for the correct organization and instance. See: Running Standard Collections, Oracle Advanced Supply Chain Planning Implementation and User's Guide

  3. Launch the plan.

Checking the Material Schedule

Oracle Complex Maintenance, Repair, and Overhaul Long Term Plan provides the ability to check the material schedule in order to assess available material resources. When a visit is planned, materials are automatically scheduled. The scheduled materials show up in the Scheduled Materials page. ASCP collections run on a regular basis to collect the requirements and provides exception dates if the material will not be available by the required date. When a conflict exists between a maintenance visit and the associated material schedule, the planner can select alternate items or reschedule the applicable visit, tasks within a visit, or maintenance requirement.

Prerequisites

To check the material schedule

  1. Navigate to the Schedule Visit page, and select Scheduled Materials.

    The Scheduled Materials page appears displaying information about the materials scheduled for the visit. The scheduled date and quantity is displayed for each scheduled material requirement. The Item Description column enables the planner to identify the correct material requirement when item number is not enough. ASCP collection, that is set up to run on a regular basis, collects the requirements and provides any exception dates when the material will not be available by the required date.

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    Items defined with a 100% replacement percentage in the associated disposition list are automatically planned and scheduled by ASCP. Items defined as material requirements in Route Management are assumed to be 100 % replacement items. Planners must manually specify the quantity to be scheduled for non 100 % replacement items. Only items that are scheduled will flow into work orders as material requirements.

  2. To manually check for exception dates when collections have not run, select Schedule Conflicts from the Display Only drop-down menu. Select Go.

    The exception dates are displayed in the Materials table.

  3. Optionally, you can search for and plan materials using the following search criteria:

    • To search for material requirements for a specific task or item, select Task and Item.

    • To search for materials by disposition percentage, enter a value in the Replace % or Rework % fields.

      These percentages indicate the likelihood of the materials being required when executing the task.

  4. Select Go to display results matching the search criteria.

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  5. Select the Item icon to select an alternative item to replace the item that appears by default in the Materials list.

    For a sub-configuration or position, the item that is installed is automatically selected to be planned. When no item is installed, the planning engine picks up the alternates defined based on priority.

  6. Set the quantity to be scheduled.

  7. Select Apply to save your work. Select Cancel to return to the previous page.

Checking Material Availability

Oracle Complex Maintenance, Repair, and Overhaul's Long Term Planning module provides the ability to check the availability of materials for task starting time and location through Oracle's Available to Promise application. The ASCP collection runs periodically to automatically schedule materials, when visits are assigned to organizations. Alternatively, maintenance planners can also manually schedule materials through the Material Availability page.

Prerequisites

To check material availability

  1. Navigate to the Schedule Visit page, and select Material Availability.

    The Material Availability page appears.

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    If needed, you can use the filter to search material requirements by the department that is associated to the route/operation's associated task.

  2. To schedule materials, based on current material supply against given organization, select the relevant material requirement, and click Schedule Materials.

    The applicable requirements are passed through ATP and scheduled into the correct ASCP plan. Optionally, you can select Schedule Materials for All to schedule all the materials in the visit.

    Note: This feature enables the maintenance planner to manually initiate the scheduling process, and determine conflicts if any, between the available quantities and the required quantities. This may be required for visits that have been recently scheduled or rescheduled, or when additional maintenance requirements have been associated with a visit.

  3. To check availability for all the materials, click Check Availability For All.

    Optionally, to check material availability for one material at a time, select an item, and click Check Availability. If the material will not be available by the required date, a warning is displayed.

  4. Select Cancel to return to the previous page.

Serial Number Reservation

Oracle Complex Maintenance, Repair, and Overhaul is integrated with Oracle Inventory serial number reservation functionality, enabling you to select a serialized item and reserve it for a specific task in a visit. Only serial controlled items can be reserved. You can select items to reserve using associated conditions and counter values. This is used in reducing aircraft down times and increasing the life expectancy of subcomponents by providing a method to track the usage of installed parts.

A global view of material requirements across maintenance visits is provided. You have the ability to identify material availability at the required location and for a specific date. You can search for requirements by exception dates to identify material shortages. This enables you to identify when materials are not available at the required location and date.

After you have reserved serialized items, the last step in the process is issuing items to the production work orders.

Prerequisites

To search for material requirement information

  1. Navigate to the Material Requirements page.

  2. You can search for records using the following fields:

    • Organization

    • Visit Number

    • Required Item

    • Required From and To Dates

    • Maximum Rework %

    • Maximum Replace %

    • Visit Status

    • Visit Type

    • Task Number

    • Work Order Number

  3. You can also specify if you want filter your search for reservations and exception dates by flagging the following check boxes:

    • View only requirements with reservations

    • View only requirements with exception dates

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  4. Select Go to display the results of your search in the Select Material Requirement region.

    The Material Requirement region provides a global view of all requirements. The Exception Date field enables you to easily identify material requirement shortages.

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To view reserved items

  1. Navigate to the Material Requirements page and select a record.

  2. Select View Reserved Items to display the Reserved Items page.

    The list of reserved items is displayed for each visit number. The visit number quantities are shown for required, scheduled, reserved, and completed. Reserved items are displayed in table rows by item, serial number, organization, and subinventory.

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To reserve items

  1. Select Reserve Items—either in the Material Requirements or Reserve Items page— to display the Reserve Items page.

  2. In the Search region, you can query items to reserve by counter values and condition. Results of your query display in the details table rows.

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  3. Select the items you want to reserve, and choose Apply to save your work.

To issue reserved serialized items to applicable work orders

  1. Navigate to the Material Issue page, and search for the work order to issue serialized items.

  2. In the Select Material region select your work order record, and the details for the issue transaction including Issue Quantity, Recipient, Serial Number, and Disposition.

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  3. Select Issue to save your work.

Related Topics

Item Reservations, Oracle Inventory User's Guide

Setting Up Serial Number Control, Oracle Inventory User's Guide

Generating Serial Numbers, Oracle Inventory User's Guide

Assigning Serial Numbers, Oracle Inventory User's Guide

Managing Simulation Plans

An important function of Long Term Planning is to balance the resources of work load requirements versus maintenance base resource capacity. This is important for scheduling purposes, to assure that the available resources are used as efficiently as possible. Simulation plans allow you to compare various plans before implementing them to enable selection of the most efficient maintenance plan.

See:

Related Topics

Viewing Simulation Plans

Creating a New Simulation Plan

Adding Visits to a Simulation Plan

Setting a Simulation Plan as Primary

Creating a New Simulation Plan

Prerequisites

To create a new simulation plan

  1. Navigate to the Simulations Plan page.

  2. Use the information in the following table to define a simulation plan.

    Field Description
    Plan Name All visits are associated with a simulation plan.
    Primary Plan Indicates whether or not the plan is set as the primary plan. When visits are created in Visit Work Package, they are automatically included in the primary plan. Copies of these visits can then be added to other simulation plans. See: Setting a Simulation Plan as Primary
    Number of Visits in Plan Visits included in the specified plan.

  3. Select Add More Rows to enter information in the provided fields.

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  4. Select Delete to delete a simulation plan.

    If the Simulation Plan is not the Primary Plan, it is deleted.

  5. Select Apply to save your work.

Adding Visits to a Simulation Plan

Prerequisites

To add a visit to a simulation plan

  1. Navigate to the Simulations Plan page.

  2. Select the simulation plan you want to add a visit. Select View Plan to display the View Simulation Plan page . .

  3. Select Add More Rows to add several rows to the table

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  4. Select values in the Visit Number and Item fields.

    The item refers to a model name—such as Boeing 747-200B— that the visit is associated to. All visits must be associated to an item.

  5. Select the type of maintenance visit is required. This enables maintenance to be classified into categories.

  6. Select an applicable unit, this refers to the serial number of a specific item.

  7. Select the applicable organization and department.

  8. Select the Start Date, the date of the first day of effectivity of this operation.

  9. Select Apply to save your work.

  10. To delete a record, select the record and choose the Delete icon.

To view simulation plans

  1. Navigate to the Simulations Plan page.

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    All simulation plans are displayed, showing for each the number of visits in the plan, and if the plan is set to primary. Plan names may be changed, but must remain unique.

  2. Select the plan and select View Plan. The View Simulation Plan page appears, displaying the visit list.

Setting a Simulation Plan as Primary

To calculate maintenance requirement due dates

  1. Navigate to the Simulations Plan page.

  2. Select the simulation plan you want to set as the primary plan.

  3. Select Set Plan as Primary.

Copying a Visit to a New Simulation Plan

Prerequisites

To copy a visit to a new simulation plan

  1. Navigate to the Simulations Plan page

  2. Select a simulation plan to display the View Simulation Plan page.

  3. Select button next to the visit you want to copy, and choose Copy to a New Plan button. The Copy to a New Plan page appears.

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    When a primary visit is copied to a simulation plan, the new visit inherits all the unit effectivity associated with the parent visit. You can view the applicable visit's due by date, derived from the associated unit effectivity.

  4. Select Apply to save your work.

Running Resource Leveling Plans

Long Term Plan allows you to assess resources associated with the maintenance requirements of scheduled visits against the capacity of maintenance locations. Ideally, a certain percentage of maintenance capacity is kept free to allow for non routine maintenance needs. The resource leveling feature of Long Term Plan identifies shortcomings in your plan so that you can reschedule a visit or adjust it in Visit Work Package in order to better utilize available resources. Running resource leveling on different simulation plans allows you to identify the best plan with regards to resource capacity.

Resource leveling takes task level department assignments into consideration. Resource leveling procedure allows you to filter and display only those required resources that exceed a defined level of capacity.

Note: Resource leveling can display only those required resources that exceed a defined level of capacity. This means that the full set of procedures must now be run at the beginning of the process, as opposed to the previous function that drilled into each resource requirement before making these calculations. Enter a value in the Required Capacity field to set the reserve level.

The resource leveling procedure allows you to easily identify where a potential problem exists with regards to conflicts or shortages in available resources. When planning visits, a scheduler needs to be able to leave a certain percentage or resources available in anticipation of non-routine maintenance. If the planned requirements consume too much of these resources, the over plan must be changed by either rescheduling entire visits, tasks within a visit or maintenance requirements associated with a visit. Setting a reserve with the Required Capacity field resolves this need in Long Term Plan. A resource's unused capacity is defined by summing the required units, subtracting these from the total number of applicable people or machines defined for the applicable department, and dividing that by the number of available units. Available units are the total number of persons or machines minus those that are not available due to existing work order assignments.

Results in Resource Leveling can be filtered to display only those required resources that exceed a defined level of capacity.

Note: Resource leveling can only be done for one organization and simulation plan at a time and if all of the applicable resources and resource requirements have been setup correctly.

To run resource leveling

  1. Navigate to the Resource Leveling page.

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  2. To search for resources, you can select values in the following fields:

    • Organization

    • Department

    • Start and End Dates

    • Simulation Plan

    • Required Capacity %

      This field sets the percentage of capacity that you want to hold in reserve. All resources required for each period for all visits in the selected simulation plan are balanced against the total available resources.

  3. Select Go to display the results of your search.

  4. Select your record and choose View Resources to display the Resource Availability page.

  5. Select View Details to display the Resource Consumption Details page. Select the Visit or task column to edit the respective visit or task in Visit Work Package.