BOM components vs task list components

[dan_dworak]

I have a general question about placing component parts on an equipment BOM, for example, versus adding them onto an equipment task list.  What are the advantages or disadvantages of each approach?  We currently have equipment task lists and general task lists that are used in PM orders are are looking to start implementing parts/components on orders.  From an order creation standpoint, they really seem similar in that the components can be referenced and/or defaulted and allocated by operation, but wanted to see if there was any advice or limitations from the community. 

Thanks

[Former Member · Accepted solution]

In most of the cases, its not possible to define Maintenance task list either Equipment or General for maintenance activities. Only for Preventive Maintenance activities, task lists can be defined. While defining those task lists, you can attach the components. Even in that case, if you use that component for that operation with the 100 % assurance, then its advisable to add it in task list. Else, unnecessarily, Reservations will be created.

And, adding component to task list directly without BoM can't have any item category. If you have some components which will be procured outside always should be defined with Non stock item.

And, take the case of other maintenance activities such as General / Breakdown. You can't have predefined task list with components as maintenance activities will vary case to case. In those cases, during order creation, BoM will help you to select appropriate components in order directly.

As a conclusion, Task list can be defined for Preventive Maintenance activities with the 100 % assured components. BoMs can be defined with all possible components which can be used while creating orders manually as well as for preventive maintenance activities where there is no 100 % assurance of usage at the planning stage.

[dan_dworak · Accepted solution]

That brings up some good discussion points and explains the pros and cons of each.  Thanks!

[peter_atkin]

Dan,

The primary function of a Task lists is to default operations into a work order (with associated work centres, time, materials, PRTs, inspection characteristics, etc).

Although TLs are mainly used in planned/preventive maintenance, some customer do use them for corrective maintenance too, especially if there are large volumes of the same types of equipment and/or repetitive tasks. In these cases the TL are called into the work order manually. An example here may be a repetitive corrective tasks like repairing a punctured tyre on a car/lorry.

TLs speed-up the order creation and, to some extent, encourages consistency across the organisation..

BOMs on the other hand are very good for storing information relating to all materials use for a given equipment (not just the materials used for planned maintenance - as per the TL). They can also be structured into multiple levels possibly showing materials for different types of the equipment.

PeteA