Generating outsourced assignments
After the outsourced maintenance proposals have been negotiated and updated, outsourced assignments (contract lines) can be generated for the subcontractor's contract in the Subcontractors contracts TSI.
 | Some settings with regard to generating outsourced assignments can be made on the framework agreement. These settings will save you time and effort entering data, for example by enabling you to have data from previous outsourced assignments copied automatically to any subsequent ones. See Framework agreement fields and Detection of outsourced assignments to copy data from. |
Procedure
1. Go to Outsourced maintenance proposals and at Subcontractors, select the relevant subcontractor.
2. Go to Framework agreements and select the relevant framework agreement.
3. Go to Outsourced maintenance proposals and select the outsourced maintenance proposals from which outsourced assignments must be generated.
4. Click Generate outsourced assignments.
| | When the outsourced assignments are generated there will be a check on the start date of the outsourced maintenance proposal. It should be the same or later than the start date of the linked customer contract line. |
5. Go to the Subcontractor contracts TSI and select the relevant subcontractor and contract.
6. Go to Contract lines.
The generated contract lines of type Outsourced assignments are displayed. When you generate PPM orders in the Maintenance planner TSI (based on the maintenance activity definitions), additional checks are executed to find related outsourced assignments and subcontractors. The subcontractor and outsourced assignment are used as fixed criteria for order clustering and they are referred to on the PPM order.
| | Make sure that the Subcontractor and Outsourced assignment reference fields are available on the layout of the PPM order. |
| | For more information on generating PPM orders, see the Planned maintenance user documentation > Generating clustered maintenance orders. |