Generating maintenance orders
You can generate a PPM / maintenance order for each recurring or non-recurring activity of an activity definition. The linked standard order is used as a template for order generation. When generating (clustered) orders for a maintenance plan, the period between the start and end date of the activity definition is binding. Depending on your order generation settings in Field definer there may be further restrictions.
 | In Field definer, Planon administrators can make business object settings for order generation. On the Base activity definitions, settings can be made with regard to: • Selection of a start date-time in the past (this setting affects the default start date-time in the Enter values dialog box. The end date-time can never be later than either the end date of the maintenance plan or the end date of the activity definition, depending on which of these two comes first.), • Additional clustering criteria, • Using the asset's technical end date as start date of the activity, • Order generation on non-working days • Order generation outside the applicable contractual period • Activity definition planning outside the applicable contractual period. |
See Settings for the Base Activity Definitions business object and its subtopics, for more information on the settings in Field definer .
Procedure
1. At > > , select the activity definition(s) for which you want to generate orders.
Ensure that a relevant schedule is linked to the activity definition.
2. On the action panel, click Generate orders (or, if you selected multiple activity definitions select Action on selection Generate orders).
The Enter values dialog box appears, with default start date-time today, 00:00.
3. Enter a relevant start date-time and end date-time between which you want to generate maintenance orders.
4. Click OK.
Maintenance orders are now generated in the Work Orders TSI for each recurring and non-recurring activity in the graphical planner from the selected start date until the selected end date, and in accordance with the frequency specified in the linked schedule. Any existing default addresses and default persons are applied while generating maintenance orders. For more information on maintaining defaults and preferences, refer to Supporting data > Defaults and preferences.
| | • If you do not want to generate a maintenance order for each individual activity, you can cluster activities by certain criteria and generate only one clustered order, or a few (depending on the criteria). See Generating maintenance orders for clustered activities. • If you want to schedule the generation of maintenance orders as an automated process, you can implement the settings and use the procedure described in Scheduling automatic generation of maintenance orders. |
 | Products (materials) & order generation: If the formal product requisition process applies ( Apply product requisition process field = Yes on the maintenance activity definition) and if material costs are defined, these costs are added to the generated order(s), as requisition lines. There are two methods to include the material costs in requisition lines: • Use a standard maintenance order without subrequisition as the basis for order generation. In that case, any material costs are included as requisition lines directly under the generated maintenance order. • Use a standard maintenance order with one subrequisition as the basis for order generation. In that case, any material costs are included as requisition lines in a subrequisition, under the generated maintenance order. Please note that the first method is the newer, preferred method. If you are already working with the older method, but want to start using the preferred method, it is recommended that you transfer the subrequisition of the standard order to the archive. |