PM Outline Agreement

ImageIn Plant Maintenance, in every maintenance order process,we do a lot of external services, for instance, Painting Services,Fabrication, even Carpentry; This can be covered by making Outline Agreements.

The outline purchase agreement is often referred to as a blanket or umbrella purchase order. It is basically a long-term agreement between the purchasing department and vendor for material or services for a defined period of time. The purchasing department negotiates with the vendor a set of terms and conditions that are fixed for the period of agreement. A longer-term agreement between a purchasing organization and a vendor regarding the supply of materials or the performance of services within a certain period according to predefined terms and conditions.

There are two types of Outline Agreements:

  • Contract is a type of outline purchase agreement against which release orders (releases) can be issued for agreed materials or services as and when required during a certain overall time-frame.
  • Scheduling Agreement is a form of outline purchase agreement under which materials are procured on predetermined dates within a certain time period.

The Outline Agreement has the following Characteristics :

  • Document header: contains information relating to the entire agreement. For example, the vendor information and header conditions are in the document header.
  • Items: containing the information specific to the relevant material or service. For example:
  • Statistics on ordering activities for the item
    • Quantity or price of the item
    • Conditions, such as quantity discounts and surcharges

    ImageIn a Maintenance Work Order Process, we create Maintenance Order with a Purchase Requisition ( with DIEN material ),create a Contract Based on PR, then Third Party Services will execute the job specified in the order, the Maintenance Planner will inspect the job and Completes the Maintenance Order, Store Clerk will perform Goods Receipt for the Finance department to process the payment.

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MAINTENANCE ORDER TECHNICAL COMPLETION ( TECO )

ImageIf we set the Maintenance Order to TECO Status :

  • The maintenance order is given the status “technically completed”, that is, all maintenance work required on the order is designated as having being completed.
  • The maintenance order can then only be changed as follows:

– It can be locked and unlocked.

– The deletion flag can be activated.

  •  The location and account assignment data given to the maintenance order are fixed and can no longer be changed.  However, the order can still receive costs, for example invoices for material delivered and used.
  •  If no settlement rule has been maintained for the maintenance order it is creates automatically by the system.  Should this be impossible due to missing data, the system takes you to settlement rule maintenance (see settlement rule).
  •  All open purchase requisitions that still exists for the maintenance order are given a deletion indicator.
  •  All open reservations that still exist for the maintenance order are closed.
  • Capacities that have been planned for the maintenance order and that are still open, are closed.
  • The order data and the data from the maintenance notifications and usage histories are available in the maintenance history and can be used for the evaluation of the past work and the planning of new work.

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