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Manage Qualification Materials#

🔒 MaintenanceActivityOrder.AssignMaterialsToQualification

🔒 MaintenanceActivityOrder.ManageQualificationMaterials

Overview#

This operation is used to manage Qualification Materials in a Maintenance Activity Order (MAO). If you want to assign or unassign Materials to each individual MAO Qualification Check, use the Special Manage Qualification Materials operation.

Preconditions#

  • The MAO exists and is Active.
  • The MAO Maintenance Type is set to Qualification.
  • The MAO Material Type Restriction Mode is set to Require Specific.
  • The MAO Execution State is Requested, Approved, Released, In Progress, or Waiting For Acceptance.
  • There must be at least one MAO Qualification Check whose system state is neither Completed or Obsolete.
  • The Material exists, is Active, and Non-Template.
  • The Material is Top-Most and not in an Off-Flow (either Temporary Off-Flow or Rework).
  • The Material Pick List Item Count must be empty.
  • The Material In Transfer Order Item must be empty.
  • If the Material is associated with a Resource, and the state of the Material is Consumable, Durable, Dispatched, In Process, or the property In Store is set to true, the Resource Inventory Locked must be false.
  • The Material Is Approved property must not be set to false.
  • The Material Expiration Date is null, or if defined, it must be in the future.
  • The Source Material Floor Life must be valid. This condition is met if any of the following applies:
    • Floor Life Remaining Hours is null; or
    • Floor Life Remaining Hours is greater than 0 and the Floor Life Counter State is Stopped; or
    • The Floor Life Counter State is Running, and the Floor Life Remaining Hours - calculated as Floor Life Remaining Hours - (Now() - Floor Life Open Date) - is greater than 0.
  • The Material Product must not be blocked or if blocked, the Material property Override Product Block must be true.
  • The Material is in the same Facility of the MAO object (Resource or Area).
  • The Material is Queued or Dispatched.
  • The MAO Material Type matches the Type of the Material.
  • If the MAO Product is set, it must match the Product of the Top-Most Material.
  • If the MAO Flow Path is set, it must match the Flow Path of the Top-Most Material.
  • If the MAO Logical Flow Path is set, it must match the Logical Flow Path of the Top-Most Material.
  • The MAO Step must match the Step of the Top-Most Material.
  • If a Minimum Quantity is set in the MAO, the Material Primary or Secondary Units must match the Minimum Quantity Units defined.
    • If the Minimum Quantity Units matches the Material Primary Units - the Material Quantity (Primary Quantity + Sub-Materials Primary Quantity) is greater or equal to the Minimum Quantity value defined.
    • If the Minimum Quantity Units matches the Material Secondary Units - the Material Quantity (Secondary Quantity + Sub-Materials Secondary Quantity) is greater or equal to the Minimum Quantity value defined.

Sequence of Steps#

  1. Select a MAO that matches the preconditions above.
  2. On the top ribbon, select the Manage dropdown, then choose Manage Materials. Alternatively, go to the Materials section, open the Manage dropdown, and select Manage Materials.
  3. In the Manage Qualification Materials wizard, assign or unassign the required Materials using the and icons. When a Material is selected, its details are displayed in the panel below. If no Materials are available for selection, review the preconditions described above.
  4. Optionally, enter a comment.
  5. Select Update to complete the operation.

Screenshot of the Manage Qualification Materials wizard