Calculate Work Orders from Planning Worksheet

Use the Planning Worksheet to calculate multiple Work Order Plans (and Round Plans if you use the Rounds module in EAM-BC) at a time and create Work Orders (or Round Orders) from the plans.

1. On your role center, select Work Orders > Planning Worksheet.
2. Select Calculate Plan from the tab.
3. On the Calculate Work Orders pop-up screen, you can:
   1. Select OK to calculate Work Order Plans with the status 'Released'. You can only create a new Work Order for a Work Order Plan if it has no active Work Orders.
   2. Create a filter, based on the asset, for which work order plans you want to calculate work orders. You can also define whether you want to take Round Orders plans into consideration.
      • If you select Round Order plans, they are taken into consideration based on the filter set up for Work Order Plans. The filter for Asset is not applied in that case. In the situation when a round plan is released, and the filter is set up for assets but not for the work order plan, then when Plan Round Orders is selected, this round order plan will be calculated.
4. Select the Accept Action Message check box for the plans you want to create a Work Order for.
   1. If you want to create a Work Order for all the plans in the list, select the Accept All Action Messages button to select the check box for all plans.
5. Select the Carry Out Action Message button to create Work Orders.
6. Click OK to close the message.
7. The Work Order Plans for which Work Orders have been created are deleted from the Planning Worksheet.
8. You can now go to Work Orders from the toolbar to view the Work Orders that you just created.

Calculate Work Orders pop-up screen.