Release Maintenance Order

Explanation

This activity is used to release a maintenance order. This is done when the planned maintenance order is ready for its maintenance visit. When a maintenance order is released, the work can be started.

When a maintenance order is in the Released status it is possible to:

• Specify instructions for tasks without operations.
• Add additional operations when predefined operations do exist.
• Cancel existing operations.
• Add additional tasks to the maintenance order.

Prerequisites

• A maintenance order with connected tasks must exist. The maintenance order and connected tasks must be in the Under Preparation status if the distribution type is Work Order or Execution Logic Structure.
• If the distribution type of the maintenance order is Simplified Work Order, the maintenance order you want to release can be in the Initial Scope Definition status.

The following prerequisites are only valid if the maintenance order or the tasks on the maintenance order are connected to a service quotation:

• The service quotation must be in the Released status, at least.
• The service quotation must not be in the prospect mode, i.e., the value in the Customer Type field should not be set to Prospect.

System Effects

• The maintenance order and all connected tasks will be released and work orders will be created with connected operations, materials, etc. If the distribution type is Execution Logic Structure, a work order structure will be created based on the connected execution logic structure (ELS) and presented in the same logical order as in the structure navigator and Gantt chart on the maintenance order.
• If zones and access panels have been defined for the instruction with connected subtasks that was transferred to IFS/Work Order Management, the zones and access panels defined on the instruction will be copied to each connected subtask when they are created as work order operations.

The following system effects are only valid if the maintenance order is connected to a service quotation:

• The customer identity is set on all work orders created for the maintenance order. If the maintenance order has the Execution Logic Structure distribution type, the customer ID is taken from the maintenance order. For all other distribution types, the customer ID is taken from the service quotation to which the task is connected.
• The quotation currency is set on all work orders created for the maintenance order. The quotation currency governs the currency in which the revenue lines (quoted work) will be sent to the customer.
• For each work order that is created, the customer order type is set to SEO (Service Order).
• For each work order that is created, the coordinator of the work order is set to the coordinator of the service quotation.

Window

Maintenance Order

Related Window Descriptions

Release Maintenance Order
Maintenance Order
Maintenance Order/Order

Procedure

1. Open the Maintenance Order window and search for the necessary maintenance order.
2. Right-click, point to Status, and then click Release. The Release Maintenance Order dialog box opens.
3. In the Release Date field, the system date is displayed automatically. You can change the default date if needed, provided that the new date is not in the future.
4. Select the Update Sign Off Requirements check box if you want the sign off requirements on the maintenance order to be updated automatically.
5. Select the Create Snapshot of Maintenance Order check box if you want a snapshot of the maintenance order to be taken upon releasing.
6. In the Snapshot Description field, a default description appears automatically. If needed, you can enter additional information to the existing description or enter a new description in the field. A value in this field is required to be entered if the Create Snapshot of Maintenance Order check box is selected.
7. Click OK.