Capacity calculations for work order
Each service line added to a work order, except when provided and delivery service lines are mixed on the same work order, contributes to the computed capacity. The capacity for an item can be computed either using product association or the ordered quantity.
For example, if the provided service
line has 2 associated product lines with a quantity of 3 in each line.
Then the total required capacity for the work order is 2
x 3 x CapacityMultiplier. The CapacityMultiplier is
a multiplication factor which varies between a provided or a delivery
service work order.
Capacity calculation for a delivery service work order
ComputedCapacity = Max (fixed capacity of each delivery service line) +
Sum (variable capacity of all delivery service lines)
The product catalog is used to determine the fixed and variable capacities. If capacity is estimated based on the ordered quantity, then computed capacity is calculated for a fixed capacity.
Additionally, required quantity of a delivery service line is computed based on the product lines included in the work order. However, when the service lines are added or removed, the requested quantity is recomputed unless the capacity overridden option is enabled in the work order. When a product that must be delivered, is not associated to a delivery service line on the sales order, the association is computed from the product catalog for variable capacity.
If
there is more than one delivery service line on a delivery service
work order, a variable capacity is computed for the item that is associated
with the product catalog. In the case of more than one delivery service
lines, the capacity for the delivery service work order is chosen
at random. When a product is not associated with any delivery service
item in the catalog it contributes 0 capacity.
Additional factors can also be taken into account when calculating required capacity on a delivery service work order.
Capacity calculation for provided service work order
ComputedCapacity = Sum (fixed capacity on all provided service lines) +
Sum (variable capacity of all provided service lines)
The capacity is considered to be fixed, when the computation is based on the ordered quantity.
RequestedCapacity = ComputedCapacity + AdditionalRequestedCapacity
The AdditionalRequestedCapacity can
be used to manually specify any additional capacity required. This
value can be a positive or negative number. For example, when the
installer delivers the product and the field supervisor knows that
it requires an extra 30 minutes to pick up the product from the hub.
In this case, the additional 30 minutes is considered as AdditionalRequestedCapacity.
However, this additional capacity can be overridden on the work order creation by manually specifying the requested quantity. The use-case of this situation arises for complex jobs where required capacity cannot be derived based on the service item associations.
Once requested quantity is overridden any changes to the quantities on the order lines do not result a change in the requested capacities. However, when the last service line is cancelled then the entire work order is cancelled.
The QuantityRequested indicates
the measure of capacity needed to complete the work order. The blocked
capacity is provided as AllocatedQuantity while planning
appointments. In most cases, the allocated and requested quantity
remains the same once an appointment creation process is complete.
Additional factors can also be taken into account when calculating required capacity on a provided service work order.