Plan Demands from Maintenance Work Orders

You can plan supplies for components required by maintenance work orders, such as the components created to maintain production equipment and transportation fleets.

Before you can use this functionality for constrained or unconstrained supply planning, your enterprise must opt in to the Plan Demands from Maintenance Work Orders feature. For more information and detailed instructions on opting in to new features for your offering, refer to the Using Functional Setup Manager guide.

With this feature, you can plan demands from maintenance work orders in your constrained or unconstrained supply plans. This functionality ensures that you have the right components on hand to minimize the downtime of your assets and return them to service as quickly as possible.

For example, an international chemical manufacturer uses modular spectrometers in their production operations. These spectrometers require regular and timely maintenance to ensure progress of manufacturing operations with minimal downtime. To ensure that all of the required components are available at the time of scheduled maintenance, the maintenance planner creates maintenance work orders a month earlier than the scheduled maintenance. The planner ensures that the work order scheduled dates conform to the scheduled maintenance dates. The planner uses supply planning to collect maintenance work orders and suggest planned orders for the materials required in these maintenance work orders.

Only asset items that are planned items based on the Product Information Management Planning Method attribute are collected:

  • All collected assets are available in the plan.

  • Asset items are planned as normal.

  • All item attributes of these asset items are collected and you can edit the editable attributes in the plan.

You can view the maintenance work orders and maintenance work order demands in the Supplies and Demands table. The table also displays the asset name for the maintenance work orders and maintenance work order demand, but the Asset column is blank for all other supply order types.

The planning process collects the maintenance work orders as firm work orders, and you can't edit the Firm Status attribute. This means that you can't edit the date or quantity of the maintenance work order in the Supplies and Demands table. Also, the maintenance work orders aren't included in the Work Order measure.

The maintenance work order of collected assets are available in the plan. The maintenance work order demands are planned; however, the resources used to maintain the asset item aren't planned. Also, the maintenance work order:

  • Can't be edited.

  • Has an Action attribute of None, and it can't be released.

  • Isn't considered as a valid supply and the planning process pegs it to excess.

Checklist to Set Up Plan Demands from Maintenance Work Orders

Before you can use the Plan Demands from Maintenance Work Orders feature, you must set up your system.

Set up step

Comments

Opt in to the feature

Your enterprise must first opt in to the Plan Demands from Maintenance Work Orders feature. Refer to the Using Functional Setup Manager guide for more information about opting in to features.

Collect planning data for work order supplies

In the Collect Planning Data dialog box, Supply Planning Data tab, select Work Order Supplies to collect all work orders, including maintenance work orders.

Select a Planning Method

In the Product Information Management work area, select a planning method on the Manage Item page, Specifications tab, in the Planning section.

The asset item is planned if it's a planned item, based on the planning method attribute:

  • If the planning method is anything but Not Planned (for example, MRP Planning or MPS Planning), the asset item will be collected.

  • If the planning method is Not Planned, then the asset item won't be collected.

Select the Include in Planning check box

To select the Include in Planning check box to collect and plan maintenance work order components:

  1. In the Maintenance Management work area, select the Manage Maintenance Work Orders task.

  2. On the Maintenance Work Order page, select the work order.

  3. On the Edit Work Order page, Operations tab, click on the item.

  4. In the Edit Operation Items dialog box, select the Include in Planning check box.