Set Work Order Status to Prepared

Explanation

This activity is used to change the work order status to Prepared so that the CBS server can schedule resources for it.

Prerequisites

• A work order that is connected to a CBS enabled site. A site is CBS enabled in the Scheduling Basic Data window.
• The work order should be clearly defined in terms of craft, number of people and hours required for the operation, tools-and-facilities required, material used and dependencies between work order operations.
• Material and tools-and-facilities must be connected to the operations for which they are required.

System Effects

• As a result of this activity the status of the work order will be changed to Prepared.
• A journal entry is created for this event. Journal entries are generated in the Journal tab found in the Prepare Work Order and Report In Work Order windows.
• If the site on the work order is a CBS enabled site, and if the work order is connected to a project, dependencies are retrieved from the project plan and transferred to CBS. If the work order is connected to a work order structure, the dependencies between work orders are retrieved from the work order structure and transferred to CBS.
• If the CBS server does not encounter any unresolved resource constraints;

• The Planned Start and Planned Finish fields of the operation lines will receive new scheduled dates from the CBS server.
• The scheduling status of the operation lines will be set to Scheduled.
• Allocations will be made for the operation and tools-and-facilities lines.
• The Required Date of the material requisition will be changed to that of the operation line.
• The start and completion dates of the work order will be changed to the start date of the first operation and the end date of the last operation respectively. In addition the Scheduling Constraint field on the Prepare Work Order/General tab or the Work Order Execution Logic tab will be set to Resolved.
• If the work order is the parent work order of a structure the start and completion dates of the parent work order will be changed to the start date of the first work order and the completion date of the last work order. The Scheduling Constraint of the parent work order will be set to Resolved provided all operations within the structure are scheduled.

• If the CBS server encounters an unresolved resource constraint;

• The scheduling status of the relevant operation line will be set to Unscheduled and allocations will not be made.
• The Scheduling Constraint field on the Prepare Work Order/General tab or the Work Order Execution Logic tab will be set to Unresolved or Unresolved (Tardy). If the Unresolved (Tardy) value is set, all constraints have been resolved but the requested finish date on the work order has not been met.
• For work order structures - the Scheduling Constraint of the parent work order will be set to Unresolved or Unresolved (Tardy). The Changes Pending value will be displayed in this field when there are changes done to the work order after it was scheduled the last time, i.e., if for instance another craft is need than originally assumed. Actions must then be taken to resolve the constraints. One such action can be to add more resources of a missing craft. Use the information in the Scheduling Info field of the operation line to identify the issue.

Window

Prepare Work Order
Work Order Execution Logic

Related Window Descriptions

Prepare Work Order
Work Order Execution Logic
Schedule Standalone Work Order - Dialog Box
Change Work Order Status and Schedule Work Orders - Dialog Box   

Procedure

1. Open the Prepare Work Order or Work Order Execution Logic window and query for the relevant work order.
2. Right-click the window, point to Work Order Status and click Prepare.
3. In case the work order is not connected to a project or is part of a work order structure, it will be scheduled immediately. If the work order is part of a work order structure or a project the Change Work Order Status and Schedule Work Orders dialog box will appear. Specify if the whole work order structure or the whole project should be considered when scheduling by selecting the appropriate check box.

If the work order is not connected to a project or is not included in a work order structure:

3. The Schedule Standalone Work Order dialog box opens.
4. Select the As Late as Possible check box if you want the scheduling server to place the orders as close as possible to their given need date.
5. Select the Compress Downstream from Bottleneck check box if you want the scheduling server to try to keep the work order operations as close as possible to the bottleneck resource.
6. Select the Refresh Materials check box if you want the system to update the scheduling server with the current material availability profile for the site. 
7. Click OK.

If the work order is part of a work order structure or a project:

3.  The Change Work Order Status and Schedule Work Orders dialog box opens.
4. Specify if the whole work order structure or the whole project should be considered when scheduling by selecting the appropriate check box.
5. Click OK.