IFS Applications Modules & Capabilities

Budget Management8

Lets finance teams build and maintain budget versions, allocation rules, and period distributions, then compare planned figures against actual results in reporting and analysis.

Create Budget Version · Create Period Distribution · Export Budget File · Handle Annual Budget · Handle Period Budget

Business Planning7

Gives organizations a flexible toolkit for building multi-level business plans, reusing figures from operational sources such as sales and operations plans, depreciation, and revenue forecasts.

Create Business Plan · Create Planning Transactions · Create Planning Unit · Create and Use Planning Unit Structure · Define Personnel Planning

Cash Book17

Handles entry and processing of cash receipts and disbursements, bank statements, and mixed payments, and lets finance teams match transactions against outstanding invoices.

Approve and Modify Cash Box Payment · Cancel Cash Box Payment · Cancel Customer Check in Mixed Payment · Cancel Mixed Payment · Cleanup Payment File Trace Information

Inventory Financial Control13

Covers the financial side of inventory: costing, valuation, overhead adjustments, and country-specific reporting requirements for Italy and Portugal.

Analyze Inventory Values · Calculate Part Costs · Calculate Periodic Weighted Average Cost · Create Inventory Transaction Reports · Create Overhead Adjustments

Cash Planning7

Supports forecasting and consolidating future cash flows for a project, company, or group, drawing on finance, supply chain, and other automated sources to build multiple plans in parallel.

Cash Plan Snapshot Analysis · Create Cash Plan · Enter Cash Plan Adjustments · Order Cash Plan Snapshot · Prepare Cash Plan Sources

Customer Credit Management13

Monitors customer buying activity and payment timeliness, and provides tools for issuing reminders, interest invoices, and write-off notices on overdue balances.

Bad Debt Management · Cancel Reminder · Check Collection Level · Cleanup Reminder History · Collection Level Analysis

Customer Invoices without Customer Order15

Covers customer invoicing that is not tied to a customer order, including instant invoices, manually entered invoices, and invoices brought in from external systems.

Cancel Consolidated Invoice · Cancel Invoice · Cancel South Korea Tax Invoice · Correction Invoice · Credit Instant Invoice

Expense Administration13

Covers employee expense reporting and reimbursement, including logging expenses on expense sheets, tracking travel requests and plans, and importing personal or company credit card transactions.

Analyze Employee Expense Information · Approve Employee Travel Request · Authorize Employee Expense · Copy Expense Sheet · Define Travel Request Configuration

Customer Order Invoicing11

Generates invoices once goods on a customer order have been delivered, either automatically or manually, and supports advance, credit, rebate, and staged billing invoice types.

Create Customer Correction Invoice · Create Customer Credit Invoice · Create Customer Order Advance Invoice · Create Customer Order Invoices · Create Prepayment Based Invoice

Customer Payments25

Records customer payments received through banks, checks, bills of exchange, and direct debiting, and supports offsetting invoices against payments across single or multiple companies.

Acknowledge Direct Debiting and Create Payment · Cancel Customer Bill of Exchange · Cancel Customer Check · Cancel Customer Payment Order · Cash Customer Check

Depot Repair Invoicing4

Covers the invoicing steps for depot repair work, from creating the related customer order through reviewing costs and previewing the final invoice.

Create Customer Order · Create Invoice Preview · Review Cost and Sales

Financial Connector9

Integrates financial data between the system and an external financial platform, exchanging accounts, currency rates, customer and supplier records, invoices, and vouchers via APIs.

Receive Account · Receive Code Part · Receive Currency Rate · Receive Customer Info · Receive Supplier Info

Financial Invoice e-Reporting9

Covers country-specific electronic invoice and tax reporting requirements, including formats and declarations used in Italy, Spain, and Brazil.

E-invoice in FatturaPA format- Italy · Incoming Nota Fiscal - Brazil · LROE Report for spain · Outgoing Nota Fiscal - Brazil · Report Modelo 347- Spain

Fixed Assets Accounting19

Manages the full lifecycle of company fixed assets, from acquisition and activation through depreciation, lease accounting, value adjustments, and eventual disposal, across multiple accounting books.

Acquisition Value Adjustment per Book · Activate Fixed Asset Object · Activate Lease Contract · Activate Object · Calculate and Post Depreciation

Costing8

Applies activity-based costing to calculate real product costs by connecting activities, resources, and cost centers, alongside part cost data, purchase costing, manufacturing cost allocation, and continuous kaizen costing.

Analyze Cost Calculation · Cost Calculation · Define Part Cost Data · Kaizen Costing · Maintain Costing Data

Group Consolidation5

Consolidates balance sheet and income statement figures across a group of companies, supporting multiple operational and legal reporting structures in parallel.

Consolidation · Consolidation Balances Analysis · Reported Balance Analysis · Transfer Balances

Sales Application for Payment9

Manages the process of applying for payment from customers for completed work, covering preparation, certification, invoicing, and matching of payments received.

Allocate Payment on Application · Cancel Payments on Application · Certify Application · Create Project Invoice · Match Payment with Invoice

Invoicing and Closure5

Covers preparing, previewing, and finalizing sales invoices before they close out and post.

Create Invoice Preview · Define or Generate Sales Information · Handling Invoice Preview · Modify Invoice Preview Information

Journal Entry5

Covers entering manual vouchers for the general and internal ledgers, importing external voucher transactions, and updating ledger and currency balances.

Create Manual Voucher · Handle File External Voucher Transactions · Update Currency Balance · Update General Ledger

Maintenance Contractor Invoicing3

Covers billing arrangements for maintenance contractor work, from raising the related purchase order to generating payment lines.

Create Payment Lines · Create Purchase Order

Parallel Accounting6

Maintains a secondary internal ledger alongside the general ledger, supporting manual postings, account matching, year-end settlements, and archiving.

Archive Transaction Data - IL · Create Manual Internal Ledger Posting · Handle IL Year-End Settlements · Internal Ledger Account Matching · Update Internal Ledger

Period Reconciliation17

Covers period and year-end close activities, including consolidation preparation, cost allocation, currency revaluation, audit files, and closing balances between accounting years.

Activate Procedure · Archive Transaction Data - GL · Cleanup of Audit Information · Close Procedure · Create Accounting Journal

Periodic Invoicing in Service Contractor Agreement4

Covers recurring billing under service contractor agreements, from defining the invoicing schedule to generating payment lines and transferring related transactions.

Define Periodic Invoicing · Generate Contractor Agreement Payment Lines · Transfer Service Transactions

Project Accounting6

Tracks financial activity on projects originating from project or customer order modules, supporting revenue recognition forecasting, periodic capitalization, and project completion.

Complete Financial Project · Create Revenue Recognition Forecast · Handle Periodical Capitalization and Revenue Recognition · Handle Project Completion Details · Query Revenue Recognition

Supplier Invoicing23

Handles entry, matching, authorization, and posting of supplier invoices against purchase orders, projects, or subcontracts, and updates the supplier ledger from external systems.

Arrival Entry Supplier Invoice · Authorization Monitoring · Authorize Posting Proposal · Authorize Supplier Invoices for Payment · Automatically Match Invoice with Project Transactions

Supplier Payments28

Manages payments to suppliers through checks, bills of exchange, and electronic transfer, and supports netting and offsetting between supplier and customer balances.

Acknowledge Payment Proposal · Acknowledge and Create Payment · Calculate Supplier Interest Provision · Cancel Netting · Cancel Payment Order

Tax Reporting6

Prepares and submits legal tax reports to tax authorities based on transactions posted to the tax ledger, covering proposal creation, reconciliation, and output generation.

Clear Tax Account Balances · Create Tax Reconciliation · Handle Tax Reporting · Input Service Distribution · Prepare Tax Reporting

Work Order Invoicing3

Covers invoicing for costs and revenue recorded against work orders.

Define or Generate Revenue Information · Handle Invoicing

Other capabilities12

E-reporting · Voucher Queries Hold Table · Generate Metering Invoices · Invoice Contracts · Invoice Service Project

Aircraft Release (Line)4

Covers the checks and sign-offs required to clear an aircraft for service after line maintenance, including airworthiness evaluation and MEL/OPS restriction handling.

Evaluate Airworthiness · MEL OPS Restriction Management · Release Aircraft

Bundle Task Execution9

Lets dispatchers group many small individual work tasks, such as a batch of meter readings in one area, into a single bundle that is scheduled and executed as one unit while still honoring each task's own constraints.

Authorize Work Task Transactions · Calculate and Review Job Costs · Conclude WO · Disconnect Work Tasks · Execute Bundle Task

CAMRO Assemble Overhaul Object8

Covers the MRO assembly process for putting an overhaul object back together, from issuing the shop order and checking conformance through to reporting operations and signing off completed subtasks.

Issue Shop Order · Perform Preliminary Conformance Check · Receive Assembled Overhaul Object · Repair Assembly Shop Order Component · Report Operations

CAMRO Disassemble Overhaul Object3

Covers taking an overhaul object apart for inspection and repair, including automated disassembly and receipt of the resulting components.

Automatic Disassembly · Receive Disassembled Overhaul Object

CAMRO-CRO Disposition Overhaul Object5

Covers deciding what happens to each part of an overhaul object after inspection, from creating and carrying out the disposition to identifying parts and shipping unrepaired units onward.

Create Disposition · Perform Disposition · Set Parts Identified · Ship Dirty

Assortment and Part Master Data4

Centralizes part master data setup across many sites and product lines using assortments and site clusters, cutting down duplicate data entry and keeping part records consistent.

Define Assortment and Part Defaults · Distribute New Parts and Master Data · Mass Update Parts and Master Data

Batch Balancing3

Batch Balancing aligns batch-produced supply against the demand of parent items and converts balanced requisitions into shop orders.

Balance Supply to Parent Demands · Create Shop Orders from Balanced Shop Order Requisitions

Complete Project Deliverables3

Covers marking a project's deliverables as complete and carrying the deliverables structure over to the equipment records it produced.

Complete Project Deliverables Structure · Copy Deliverables Structure to Equipment

Contractor Order Execution4

Covers how external contractors view and accept work assignments, carry out the work, and report progress back into the system.

Execute Work · Report Work · View and Accept Assignment

Create Material Supply for Project Deliverables8

Covers generating and managing the material supply needed to fulfill project deliverables, including MRP calculations at both company and project level, supply requests for purchasing or manufacturing, and issuing material to the deliverable.

Create Supply Request for Purchase Order Plan · Create Supply Request for Shop Order Plan · Issue to Project Deliverables · Perform Calculation for MRP · Perform Calculation for Project MRP

Depot Repair Execution6

Covers repair work performed at a depot, from accepting the assigned task and triaging the incoming unit through executing the repair, tracking unit details, and managing warranty coverage.

Accept Task Assignment · Edit Unit Details · Execute the Repair · Manage Warranties · Triage the Repair

Dispatch Asset and Close Maintenance Visit3

Covers dispatching an asset back into service and formally closing out the associated maintenance visit.

Complete Maintenance Visit · Conclude Maintenance Visit

Execute CRO Work Scope Repair Shop Order6

Covers carrying out the work scope of a repair shop order under a complex repair order (CRO), including monitoring machine performance, adjusting the work scope, reporting downtime and indirect time, and signing off completed work.

Machine Monitoring and Performance - OEE · Modify CRO Work Scope · Report Indirect Time · Report Machine Downtime · Sign Off Work

Costing8

Applies activity-based costing to calculate real product costs by connecting activities, resources, and cost centers, alongside part cost data, purchase costing, manufacturing cost allocation, and continuous kaizen costing.

Analyze Cost Calculation · Cost Calculation · Define Part Cost Data · Kaizen Costing · Maintain Costing Data

Execute Line Maintenance3

Covers carrying out line maintenance activities, from full maintenance events to streamlined, simplified checks.

Complete Maintenance Event · Perform Simplified Maintenance Events

Define Templates and Modifications5

Defines reusable template structures for parts or assets and the modifications that can be applied to them, including maintaining templates by modification.

Define Modification Details · Define Template Structure · Maintain Template Structure · Maintain Template Structure by Modification

Execute Maintenance Visit4

Covers running a maintenance visit end to end, including folding in newly discovered work, rescheduling work orders as needed, and testing the asset for acceptance.

Integrate Emergent Work · Reschedule WO · Test and Acceptance

Design Project Deliverables5

Structures a project's deliverable items, from systems and sub-systems down to individual materials, each with its own item number, description, and eventual part number as the design is finalized.

Create Navigation Model · Create Project Deliverables Basic Structure · Create Project Deliverables Definition · Create Project Deliverables Detailed Structure

Handle Faults4

Covers logging, deferring, and documenting the resolution of faults identified on an asset.

Defer Faults or Non-Routines · Raise Logbook Fault · Record Historic Corrective Action

Design Standard Product11

Covers the end-to-end design of a standard product, from qualifying and prioritizing requirements through structuring the product, evaluating the product range, and preparing part revisions for release.

Create Part Revision · Create and Maintain Engineering Part · Describe Product Functions · Design Product Structure · Evaluate Product Range

Handle Non-Routines3

Covers capturing and analyzing unplanned findings, known as non-routine work, discovered during maintenance.

Analyze Non-Routines · Record Non-Routine Description

Eco-footprint5

Calculates a standard environmental footprint per part across its full lifecycle, based on substances the customer defines, to support Life Cycle Assessment and regulatory analysis.

Define Eco-footprint Master Data · Eco-footprint Analysis · Eco-footprint Calculation · Regulation Analysis

Hangar Maintenance Execution12

Supports aviation maintenance teams running hangar checks end to end, from preparing for aircraft arrival and recording maintenance work through to raising non-routines and releasing the aircraft, either standalone or integrated with a third-party engineering system.

Acquire Tools · Complete JIC/Tally Sheet · Heavy Maintenance Contract · Maintenance Release (Hangar) · Perform Work

Install and Commission Project Deliverables5

Covers installing and commissioning the deliverables produced by a project, including turning work packages into work orders and copying the deliverables structure into asset design records.

Copy Deliverables Structure to Asset Design · Create Work Order from Work Package · Create Work Package · Review and Manage Work Order

Kanban Planning5

Kanban Planning supports just-in-time replenishment using standard containers and cards as the signal to trigger supply, organized into kanban circuits defined per part and supply location. It covers creating and calculating circuits, managing kanban cards, initiating replenishment, and recalculating circuits as demand changes.

Create and Calculate Kanban Circuit · Initiate Kanban Replenishment · Manage Kanban Cards · Recalculate Kanban Circuit

Line Maintenance Execution6

Covers carrying out and recording line maintenance activities on an aircraft between flights, including fluid servicing and reviewing turnaround work.

Perform Maintenance · Record Fluid Servicing · Record Work Completed · Review Fluid Servicing Record · Review Turn

Line Maintenance Work Management3

Covers organizing line maintenance work, including assigning technicians and resources to tasks and releasing the aircraft once work is complete.

Aircraft Release (Line) · Assign Resources

Inventory Build Recording8

Records the build and inspection history of an aviation asset as it's received, inspected, and assembled, including component replacements, new components, life-limit adjustments, and usage hours.

Adjust Life Limits Activity Diagram · Complete Work Package Activity Diagram · Create New Components · Inspect Aviation Asset Activity Diagram · Receive Incoming Aviation Asset Activity Diagram

Make to Order Planning9

Make to Order Planning gives planners a visual, chart-based view of labor, machine, and material capacity tied to specific shop orders, so they can spot and resolve shortages or overload before production starts. It covers building and maintaining DOP order structures, calculating costs, netting demand, running capacity checks, releasing structures, and resolving planning alarms.

Calculate and View DOP Cost · Create DOP Header Manually · Create DOP Structure · Maintain DOP Order/Structure · Net DOP Order/Structure

Maintenance Release (Hangar)4

Covers the final steps of clearing an aircraft after hangar maintenance, from analyzing test flight results and confirming requirement completion to authorizing the release.

Analyze Results of Test Flight · Authorize Maintenance Release · Evaluate Requirement Completion

Make to Stock Planning3

Make to Stock Planning covers forecast-driven stocking of spare parts and running project-level material requirements planning.

Handle Spare Parts · Perform Project MRP

Maintenance and Cleanup of Data4

Covers keeping operational data accurate and manageable over time, including archiving historical logs, correcting erroneous entries, and updating vehicle condition history.

Archive Historical Operational Loggings · Correct Operational Loggings · Update Vehicle Condition History

Master Planning5

Master Planning covers running master scheduling at different levels, rough-cut resource planning, and sales and operations planning to balance demand against overall capacity.

Perform MS Level 0 · Perform MS Level 1 · Perform RRP · Perform Sales & Operations Planning

Mobile Work Order Execution - Maintenance18

Supports field technicians running maintenance work orders from a mobile device, covering work acceptance and execution, material and stock handling, document and object access, remote assistance, and shift, e-form, and synchronization management.

Create/Update Map Position · Define Workflow Configuration · Execute Work, Mobile Work Order · Find and Accept Mobile Work, Mobile Work Order · Material Handling, Mobile

Material Planning Simulation6

Material Planning Simulation lets planners model demand and supply scenarios using MRP, master scheduling, and capacity requirements planning logic without touching live data, so they can run what-if analysis before committing changes. It covers maintaining simulation profiles, managing simulation results, and running CRP, MRP, and master schedule level-1 simulations.

Maintain Simulation Profile · Manage Material Planning Simulation Result · Perform CRP Simulation · Perform MRP Simuation · Perform Master Schedule Level 1 Simulation

Mobile Work Order Execution - Service (Request)11

Lets field technicians execute service request work from a mobile device, including reviewing and updating sales lines connected to a task so sales reports capture the work actually performed.

Conclude Mobile Work · Create Request Quotation, Mobile Work, Service · Execute Mobile Work · External Contacts In Mobile · Handle Customer Warranty in Mobile

Mobile Work Order Execution - Service (Work Order)4

Lets field technicians execute service work orders from a mobile device, including quoting additional work and tracking travel to the customer site.

Execute Mobile Work Assignment - Service Work order · Mobile Service Quotation · Travel to Site - Service Work Order

Operate Asset4

Covers day-to-day operation of an asset, including logging operational entries, managing flight logs, and planning daily operations.

Make Operational Entry · Manage Flight Logs · Plan Daily Operations

Production Schedule Manufacturing5

Covers running repetitive manufacturing against a production schedule, from maintaining the schedule and reporting progress points to recording completions and quality results.

Maintain Production Schedules · Report Production Schedule Completion · Report Production Schedule Progress Point · Report Repetitive Production Quality

Project Conclusion4

Covers the final phase of a project, where deliverables are handed over to the customer, the project plan is completed, and the project is formally closed once all objectives are confirmed met.

Close Project · Complete Project · Hand Over Project Deliverables

Project Execution15

Covers day-to-day execution of project work, including recording time against activities, developing and approving forecasts and accruals, and analyzing overall project performance.

Analyze Project Performance · Approve Project Accrual · Approve Project Forecast · Connect Objects Manually to Activity · Create Project Accrual

Project Reporting17

Covers financial reporting and transaction handling for projects, including invoicing, cost accounting, work-in-progress tracking, and posting logic for project-related transactions.

Approve Transaction · Change Project Transactions · Credit Project Invoice · Forward Employee Expense · Forward Material Withdrawal

Project Reporting for Contractors5

Lets project managers request and track work performed by temporary contractors hired through employment agencies, from connecting them to a purchase order to approving the time they report.

Connect Contractors to Purchase Order · Create Invoicing Advice · Create Purchase Order Line for Contractors · Report Project Time

Production Control4

Production Control covers receiving and uploading production work scope and reviewing work load against the labor schedule to keep production on track.

Receive Workscope · Review Work Load and Labor Schedule · Upload Workscope

Manufacturing Standards13

Defines the manufacturing routings, structures, and lead times used as production standards for a part, including transferring structures from engineering or template libraries and validating part configuration setups.

Calculate Lead Time · Complete Routing · Complete Structure · Create Routing · Create Structure

Repair Work Order Execution5

Manages repair work orders raised for broken serialized or non-serialized parts and objects, covering moving items between the facility, inventory, and repair workshop, and issuing parts for repair.

Issue Parts for Repair · Move Part to Inventory · Move from Repair Workshop to Facility · Move from Repair Workshop to Inventory

Part Management8

Creates and maintains the different part types a business needs, master, manufactured, purchased, sales, and package parts, plus part configuration revisions and purchase-part suppliers.

Create and Maintain Manufactured Inventory Part · Create and Maintain Master Part · Create and Maintain Package Part · Create and Maintain Part Configuration Revision · Create and Maintain Purchase Part

Production Schedule Planning3

Production Schedule Planning acts as a manufacturing execution method for items produced on lines rather than through individual shop orders, with line schedules coming from master scheduling, from MRP, or entered by hand. Schedules move through planned, firm, and past-due horizons, and planners can manually firm a record to keep it from being replanned.

Define Production Schedule · Handle Production Schedule

Request Bundle Task Execution4

Covers grouping multiple request tasks into a single bundle for scheduling and execution, and splitting or reporting on them when needed.

Disconnect or Unbundle Task · Execute Request Bundle task · Report Request Bundle Task

Request Task Execution6

Covers executing service request tasks, from accepting or canceling the work assignment through carrying out the task, handling material, and reporting the outcome.

Accept Work Assignment · Cancel Work Assignment · Execute Request Task · Material Handling · Report Request Task

Request Task Execution in Service Execution Portal7

Lets external service providers execute request tasks through a dedicated web portal, covering finding and accepting tasks, restocking and travel, task execution, notes, reporting, and finalization.

Execute Service Task in Execution Portal · Finalize Service Task in Execution · Find and Accept Task in Service Execution Portal · Report Service Task in Execution Portal · Restock and Travel to Site

Ship Project Deliverables3

Covers shipping a project's deliverables to their destination, including creating and managing the shipment.

Create Shipment · Review and Manage Shipment

Shop Order Disassembly Execution3

Covers disassembling a manufactured item under a shop order, including managing the tools used and receiving the disassembly shop order, with labor costs calculated from reported hours and configured rates.

Manage Operation Tools · Receive Disassembly Shop Order

Tool Check-In and Check-Out6

Tracks tools as they move in and out of the tool crib, including checking tools in and out, monitoring what's currently out, flagging overdue tools, and putting tools away.

Check-In Tool · Check-Out Tool · Monitor Checked-Out Tools · Notify Maintenance of Overdue Tool Status · Put Away Tool

Shop Order Disassembly Planning16

Shop Order Disassembly Planning covers creating and maintaining disassembly shop orders and requisitions, checking material, component, and resource availability, sequencing operations, running finite scheduling, raising material review board cases, and releasing and reserving orders for execution.

Analyze Shop Order · Create Disassembly Shop Order · Create Disassembly Shop Order Requisition · Create Material Review Board Case · Create Operation Block

Shop Order Manufacturing Planning6

Shop Order Manufacturing Planning covers creating manufacturing shop orders and their requisitions, managing them through execution, and preparing finished shop orders for packing.

Create Manufacturing Shop Order Requisition · Create Shop Order · Handle Shop Order · Handle Shop Order Requisition · Prepare Shop Order for Packing

Shop Order Remanufacturing Planning4

Shop Order Remanufacturing Planning covers creating remanufacturing shop orders and their requisitions, and pegging direct supply against them.

Create Remanufacturing Shop Order · Create Remanufacturing Shop Order Requisition · Peg Direct Supply to Remanufacturing Shop Order

Shop Order Repair Planning3

Shop Order Repair Planning covers creating repair shop orders and managing multilevel repair structures across their components.

Create Repair Shop Order · Handle Shop Order Multilevel Repair Structure

Takt Time Planning3

Takt Time Planning covers setting the target run rate for a production line and generating the supply needed to sustain it.

Establish Production Line Run Rate · Generate Production Line Supply

Other capabilities34

Receive Repaired Part into Inventory · Handle Order Structure · Report Work Task · Fulfill Kanban Replenishment · Compliance Check and Delivery

AOG Management5

AOG Management coordinates the response to an aircraft-on-ground event, covering fault analysis, line maintenance work, flight-operations notification, and sourcing extra labor or a third-party maintenance organization to return the aircraft to service.

Analyze Faults · Line Maintenance Work Management · Notify Flight Operations Aircraft AOG (as required) · Transfer Skilled Labor or Hire T/ Party AMO

Distribution Order5

Moves inventory parts between company sites, automatically generating the linked purchase part and sales part records required to complete the transfer.

Enter Distribution Allocation · Enter Distribution Order · Handle Distribution Allocation · Handle Distribution Order

Customer Order Delivery5

Covers delivering a customer order, from picking the goods and confirming delivery to approving exchanges raised under a complex repair order.

Approve CRO Exchange · Deliver Customer Order, Single Order Delivery · Delivery Confirm Customer Order · Handle Picking

Component Returns3

Handles returned components, capturing why a component was removed and determining the right repair routing for it.

Determine Removal Reason · Identify Repair Routing Option

Analyze Faults7

Analyze Faults supports diagnosing reported aircraft or asset faults, covering repair-reference lookups, fault analysis, proposed corrective actions, labor and material requirements, and troubleshooting.

Add or Update Repair References · Analyze Fault · Fill In Proposed Corrective Action · Record Labor Requirements · Request Materials

Customer Return Management6

Covers processing goods a customer sends back, from creating and approving or denying the return through to completing it and deciding whether items are returned to stock or scrapped.

Approve Customer Returns · Complete Customer Returns · Create Customer Returns · Deny Customer Returns · Return or Scrap Customer Returns

Analyze Non-Routines3

Analyze Non-Routines covers reviewing and managing unplanned findings discovered during maintenance that fall outside the original work scope.

Analyze Non-Routines · Handle Non-Routines

Demand Management4

Manages part demand across sites, covering acquiring parts, manually reserving stock at the local site, and reserving inventory held remotely.

Acquire Parts · Reserve Manually in Local Site · Reserve Remote Inventory

Shipment Delivery6

Manages shipments that consolidate order lines bound for the same receiver and address into a single dispatch, covering consolidated loading, packing, scheduling, and delivery of goods through preliminary, completed, and closed status.

Create Shipment · Deliver Shipment · Load Consolidated Shipment · Packing of Goods · Scheduling in Shipment

Asset Procurement3

Asset Procurement covers identifying material demand tied to asset work and initiating the purchasing process to fulfil it.

Handle Material Demand · Initiate Procurement

Follow-up and Analysis, Sales10

Provides sales follow-up and analysis tools spanning order statistics, consignment stock, job costing, Intrastat export reporting, customer part acquisition value, superseded part replacement, and order event history.

Analyses, Sales · Customer Order Statistics · Handle Customer Consignment Stock · Handle Job Costing · Intrastat Export Reporting

Asset Work Preparation3

Asset Work Preparation covers preparing components for installation, including assembly and prefabrication activities ahead of scheduled work.

Assembly · Prefabrication

Batch Balancing3

Batch Balancing aligns batch-produced supply against the demand of parent items and converts balanced requisitions into shop orders.

Balance Supply to Parent Demands · Create Shop Orders from Balanced Shop Order Requisitions

Manage CRO Request3

Registers a CRO (component repair) request and converts its lines into customer orders.

Create Customer Order from CRO Line · Register CRO Request

Shipment Order3

Handles internal transfers of goods between sites or remote warehouses within the same company, executed through the standard shipment and receipt process.

Enter Shipment Order · Handle Shipment Order

Manage Customer Order11

Manages customer orders entered manually, covering confirmation, release, reservation, scheduling, configuration handling, and cleanup of related sales data.

Cleanup Sales Data · Confirm Customer Order · Enter Customer Order · Enter Customer Order Additional Activities · Handle Configuration Change Request

Bundle Task Planning3

Bundle Task Planning groups many small, geographically clustered tasks under a single schedulable unit, letting dispatchers plan and assign them as one job while still honoring each task's individual constraints. It covers resource allocation for the bundle and the preparation needed before the technician executes it.

Bundle Task Resource Allocation · Plan and Prepare Bundle Task

Manage Sales Quotation3

Manages sales quotations entered manually, letting sales teams enter and process quotations before they convert into customer orders.

Enter Sales Quotation · Handle Sales Quotation

Procurement, Supplier Schedules3

Manages recurring supplier delivery schedules and the scheduling details tied to them.

Handle Supplier Schedule · Scheduling in Procurement, Supplier Schedule

Repair RMA Initiation8

Authorizes and tracks returned or repaired units through Return Material Authorizations, recording serial numbers per line, tracking service objects, and managing linked warranties and contracts.

Create New Repair RMA · Install or Deinstall Service Object · Manage Contracts · Manage Warranties · Modify Repair RMA

Define CRO Work Scope5

Define CRO Work Scope covers inspecting returned parts, selecting the services to perform, reserving parts, and releasing the repair for customer repair orders.

Inspect Parts · Release CRO Repair · Reserve Parts Manually · Select Services

Request Initiation5

Creates and manages generic service or work requests, including their tasks, before releasing them for execution.

Create New Request · Modify Request · Modify Request Task · Release Request

Define Work Scope4

Define Work Scope covers configuring and approving the scope of MRO work, capturing shop visit information, and planning maintenance events for the MRO variant.

Configure And Approve Work Scope · Manage MRO Shop Visit Information · Plan Maintenance Events, variant MRO

Sales, B2B12

Gives B2B customers a self-service platform for viewing product information, placing and changing orders, answering quotations, and reviewing invoices and consignment stock, including bulk orders, templates, and punchout integration.

Answer Sales Quotation, B2B · Customer Order Change Request, B2B · Enter Bulk Order, B2B · Enter Customer Order, B2B · Enter Order Template, B2B

Demand Driven MRP8

Demand Driven MRP applies a buffer-based planning strategy that compresses lead times while protecting service levels and inventory cost, starting with identifying which parts should be strategically buffered. It covers calculating buffer levels, positioning buffer parts, running demand-driven execution and planning, and making dynamic adjustments as conditions change.

Calculate Buffer Levels · Manage MRP Result · Perform Demand Driven Execution · Perform Demand Driven Planning · Perform Dynamic Adjustments

Demand Planning6

Demand Planning covers setting up forecasting data, generating demand forecasts, monitoring them through a dashboard connected to a dedicated demand planning server, and controlling which users can access published forecasts.

Define Demand Planning Data · Demand Forecast · Demand Plan Server Dashboard · Demand Planning Server · Publish Forecast User Access

Sales, Customer Schedules3

Manages repetitive customer demand through long-term plan schedules and short-term call-off schedules, governed by a customer schedule agreement and typically received via EDI.

Handle Customer Schedule · Scheduling in Sales, Customer Schedules

Dispatch6

Dispatch covers booking customer appointments, manually adjusting the scheduling optimization workbench, allocating and monitoring field resources, integrating with scheduling engines, and surfacing service data through dashboard widgets.

Appointment Booking · Make Manual Update on PSO Workbench · Manual Resource Allocation and Monitoring · Scheduling Integration · Service Management Widgets

Transport Administration3

Maintains freight price lists used to calculate transport charges on orders.

Enter Freight Price List · Maintain Freight Price List

ETOPS Management9

ETOPS Management supports the extended-range twin-engine operations rules for aircraft, covering degradation tracking, oil-consumption analysis, fault handling, line and hangar maintenance execution, aircraft release, work packaging, and configuration validation.

Aircraft ETOPS Degradation · Aircraft Release (Line) or Maintenance Release (Hangar) · Analyze Oil Consumption · Handle Faults · Hangar Maintenance Execution

Work Requests8

Captures work requests and fault reports, tracking when work should begin and be wrapped up and matching them against service level agreements, before appointments are booked and work orders generated.

Book Appointment · Cancel Appointment · Create Fault Report · Create New Mobile Work · Create Repair Work Order

Equipment and Personal Safety Management5

Equipment and Personal Safety Management covers creating and preparing isolation orders, planning the permits linked to them, and managing work permits to keep equipment and people safe during maintenance.

Create Isolation Order · Isolation Order and Permit Planning · Manage Permit · Prepare Isolation Order

Handle Fleet Forecasting3

Handle Fleet Forecasting covers building an operational budget for the fleet and running forecasts to anticipate future fleet requirements.

Make Operational Budget · Run Forecasting

Hangar Maintenance Visit Planning13

Hangar Maintenance Visit Planning builds long-range plans for hangar maintenance visits, covering usage forecasts, duration and yield calculations, non-routine estimation, location capability checks, operational constraints, blocking strategy, frozen visit lockdown, and adjustments as fleet changes or requirements evolve.

Adjust the Maintenance Plan · Define Predicted Usage Forecast · Determine Duration Efficiency Factors · Determine Min/Max Yield · Estimate Non-Routine Ratio For Planned Work

Inventory Planning6

Inventory Planning provides reorder-point based replenishment for parts with independent demand, such as sales spares and distribution stock, where supply is decoupled from other parts' bills of material. It can run alongside Kanban and MRP and depends on accurate lead-time, ordering-cost, and inventory-rate data, covering planning-data calculation, reorder handling, availability monitoring, and scheduling.

Calculate Planning Data · Handle Inventory Reorder · Monitor Inventory Part · Monitor Inventory Part Availability · Scheduling in Handle Inventory

Export Control5

Tracks export licenses and controlled documents so restricted parts and technical data are handled in line with export regulations.

Create Export License · Define Export Controlled Documents · Define Part Data · Find and Connect Parts

Kanban Planning5

Kanban Planning supports just-in-time replenishment using standard containers and cards as the signal to trigger supply, organized into kanban circuits defined per part and supply location. It covers creating and calculating circuits, managing kanban cards, initiating replenishment, and recalculating circuits as demand changes.

Create and Calculate Kanban Circuit · Initiate Kanban Replenishment · Manage Kanban Cards · Recalculate Kanban Circuit

Line Maintenance Planning8

Line Maintenance Planning covers building work packages for line maintenance, assigning tasks, faults, and parts to them, reviewing upcoming maintenance requirements, scheduling aircraft at a hangar location, and transferring the finished package to production.

Assign Tasks/Faults to Existing Work Package · Assign Unassigned Parts · Create New Work Package · Review all Upcoming Maintenance Requirements · Schedule Aircraft at a Hangar Location

MEL OPS Restriction Management9

MEL OPS Restriction Management tracks the operational restrictions imposed by the minimum equipment list, covering fault review, deferral approval and recording, monitor-task definition, cumulative restriction identification, dispatch notification, and AOG management, and reviewing time-limited item MEL/CDL entries.

AOG Management · Approval to Defer Fault · Define Monitor Tasks (as required) · Identify Cumulative Restrictions · Notify Dispatch

Maintenance Standards Planning3

Maintenance Standards Planning covers creating and revising the preventive maintenance programs that define recurring maintenance standards.

Create PM Program · Revise PM Program

Make to Order Planning9

Make to Order Planning gives planners a visual, chart-based view of labor, machine, and material capacity tied to specific shop orders, so they can spot and resolve shortages or overload before production starts. It covers building and maintaining DOP order structures, calculating costs, netting demand, running capacity checks, releasing structures, and resolving planning alarms.

Calculate and View DOP Cost · Create DOP Header Manually · Create DOP Structure · Maintain DOP Order/Structure · Net DOP Order/Structure

Make to Stock Planning3

Make to Stock Planning covers forecast-driven stocking of spare parts and running project-level material requirements planning.

Handle Spare Parts · Perform Project MRP

Manage Maintenance Program7

Manage Maintenance Program covers building preventive maintenance programs, defining task cards, life limits, fault deferral rules, and post-maintenance check definitions, and maintaining aircraft or asset modifications over time.

Define Fault Deferral Rules · Define Life Limits · Define Post Maintenance Check Definitions · Define Preventive Maintenance Program · Define Task Cards

Master Planning5

Master Planning covers running master scheduling at different levels, rough-cut resource planning, and sales and operations planning to balance demand against overall capacity.

Perform MS Level 0 · Perform MS Level 1 · Perform RRP · Perform Sales & Operations Planning

Material Planning Simulation6

Material Planning Simulation lets planners model demand and supply scenarios using MRP, master scheduling, and capacity requirements planning logic without touching live data, so they can run what-if analysis before committing changes. It covers maintaining simulation profiles, managing simulation results, and running CRP, MRP, and master schedule level-1 simulations.

Maintain Simulation Profile · Manage Material Planning Simulation Result · Perform CRP Simulation · Perform MRP Simuation · Perform Master Schedule Level 1 Simulation

PM Planning13

PM Planning covers applying and disconnecting preventive maintenance programs, generating and preparing PM actions and work orders, creating work task templates, scheduling maintenance through the planning board or maintenance planning and scheduling tools, handling resource breaks, and marking programs not applicable when needed.

Apply PM Program · Create Work Task Template · Define PM Action and Set Conditions · Disconnect PM Program · Generate PM Action

Plan Project Deliverables8

Plan Project Deliverables covers estimating and planning the deliverables of a project, including material, shipment, and work task plans, operational guidelines, and reserving the material and serialized items needed to fulfil them.

Create Material Plan · Create Operations and Guidelines · Create Shipment Plan · Create Work Task Plan · Estimate Project Deliverables

Prepare Line Maintenance7

Prepare Line Maintenance covers calculating due dates, planning line maintenance activities and their resource and material requirements, scheduling the resulting work order, and cancelling or replanning work as needed.

Cancel or Replan Work · Perform Due Calculations · Plan Line Maintenance Activities · Prepare Material · Prepare Resource Requirement

Prepare Maintenance Visit6

Prepare Maintenance Visit covers defining and planning a maintenance visit, handling the customer's requested work scope, and running the induction and inspection steps that kick it off.

Define Maintenance Visit · Handle Customer Work Scope · Maintenance Visit Induction · Maintenance Visit Inspection · Plan Maintenance Visit

Production Control4

Production Control covers receiving and uploading production work scope and reviewing work load against the labor schedule to keep production on track.

Receive Workscope · Review Work Load and Labor Schedule · Upload Workscope

Production Schedule Planning3

Production Schedule Planning acts as a manufacturing execution method for items produced on lines rather than through individual shop orders, with line schedules coming from master scheduling, from MRP, or entered by hand. Schedules move through planned, firm, and past-due horizons, and planners can manually firm a record to keep it from being replanned.

Define Production Schedule · Handle Production Schedule

Project Emissions Calculation3

Project Emissions Calculation tracks a project's CO2 or CO2-equivalent footprint by combining emissions data from project parts with manually entered figures at the demand, activity, sub-project, or project level. Totals are visible at every level, from a single activity up to the whole project.

Enter Manual Emissions · Get Emissions for Miscellaneous Demands

Project Planning23

Project Planning covers the full life cycle of setting up a project, from initiation, budgeting, and approval through defining deliverables and schedules of work, tendering, forecasting and assigning resources, and keeping demand, estimates, contracts, and forecasts current as the project progresses.

Approve Budget · Approve Project · Create Project Cash Forecast · Create Schedule of Work Estimate · Create Schedule of Work Production

Recurring Services4

Recurring Services covers setting up and preparing a program of recurring service visits and generating the service requests it produces.

Create Recurring Service Program · Generate Request · Prepare Recurring Service Program

Repair Planning and Assignment6

Repair Planning and Assignment covers assigning repairs to a repair bench, planning bench details, searching for available benches, logging repair activity, and tracking repairs still awaiting assignment.

Repair Bench Assignment · Repair Bench Details Planning · Repair Bench Search · Repair Log · Unassigned Repairs

Ship Project Deliverables3

Covers shipping a project's deliverables to their destination, including creating and managing the shipment.

Create Shipment · Review and Manage Shipment

Request Bundle Task Planning3

Request Bundle Task Planning groups multiple individual request tasks in the same area and timeframe into a single schedulable bundle, saving dispatchers and technicians time while still respecting each task's own constraints. Existing tasks can be connected to a bundle from the request task overview, and more can be added while the bundle hasn't yet started work.

Plan and Prepare Request Bundle Task · Request Bundle Task Resource Allocation

Request Preparation3

Request Preparation covers checking warranty coverage and preparing the work needed to fulfil a service request.

Manage Warranty Information · Service Work Preparation

Resource Planning and Monitoring6

Resource Planning and Monitoring covers allocating miscellaneous resources, managing resource relocation, building resource schedules and shifts, entering forecast scenarios, and monitoring resource requirements against availability.

Create and Manage Misc. Resource Allocations · Create and Manage Resource Relocation · Create and Manage Resource Schedules and Shifts · Enter Forecast Scenario · Monitor and Manage Resource Requirements

Schedule Maintenance Visit4

Schedule Maintenance Visit covers estimating the visit budget, preparing general visit information, and viewing or modifying the work order structure behind it.

Estimate Budget · Prepare General Information · View-Modify WO Structure

Service Campaign Creation3

Service Campaign Creation lets service organizations plan and coordinate large-scale proactive actions — recalls, upgrades, or scheduled maintenance pushes — across many service objects under a single initiative. It supports generating the underlying requests and repair RMAs in bulk so campaigns can be tracked and executed consistently.

Create Repair RMA/s with Service Campaign · Create Request/s with Service Campaign

Service Project Resource Capacity Planning and Scheduling3

Service Project Resource Capacity Planning and Scheduling coordinates resource capacity across grouped service work, such as installations, refurbishments, or recurring service packages, without invoking full project management overhead. It covers planning and scheduling capacity across the service project's quotations and requests, distinguishing requested dates from internally planned delivery dates, including Gantt-based scheduling.

Resource Capacity Planning and Scheduling · Scheduling with Service Project Scheduling, Gantt

Shop Order Disassembly Planning16

Shop Order Disassembly Planning covers creating and maintaining disassembly shop orders and requisitions, checking material, component, and resource availability, sequencing operations, running finite scheduling, raising material review board cases, and releasing and reserving orders for execution.

Analyze Shop Order · Create Disassembly Shop Order · Create Disassembly Shop Order Requisition · Create Material Review Board Case · Create Operation Block

Shop Order Manufacturing Planning6

Shop Order Manufacturing Planning covers creating manufacturing shop orders and their requisitions, managing them through execution, and preparing finished shop orders for packing.

Create Manufacturing Shop Order Requisition · Create Shop Order · Handle Shop Order · Handle Shop Order Requisition · Prepare Shop Order for Packing

Shop Order Remanufacturing Planning4

Shop Order Remanufacturing Planning covers creating remanufacturing shop orders and their requisitions, and pegging direct supply against them.

Create Remanufacturing Shop Order · Create Remanufacturing Shop Order Requisition · Peg Direct Supply to Remanufacturing Shop Order

Shop Order Repair Planning3

Shop Order Repair Planning covers creating repair shop orders and managing multilevel repair structures across their components.

Create Repair Shop Order · Handle Shop Order Multilevel Repair Structure

Takt Time Planning3

Takt Time Planning covers setting the target run rate for a production line and generating the supply needed to sustain it.

Establish Production Line Run Rate · Generate Production Line Supply

Work Order Planning9

Work Order Planning covers preparing work orders for planned and unplanned maintenance or service tasks, whether generated from a PM program, fault report, or service request, including the resource, material, budget, and document requirements attached to each work task. It also supports the mobilization and demobilization work orders used to prepare and return rental assets.

Connect Permit · Evaluate Requests and Fault Reports · Plan and Prepare Work Task · Prepare Document Requirement · Schedule with Dispatch Console

Work Packaging4

Work Packaging covers preparing and finalizing work packages for hangar maintenance and predrawing materials needed to complete them.

Finalise Hangar Maintenance Work Package · Planning Predraw · Prepare Work Package

Other capabilities23

Demand Management · Handle Cost and Sales Lines · Handle Order Structure · Storefront Manager · Create Contractor Order

Complete Project Deliverables3

Covers marking a project's deliverables as complete and carrying the deliverables structure over to the equipment records it produced.

Complete Project Deliverables Structure · Copy Deliverables Structure to Equipment

Contractor Order Execution4

Covers how external contractors view and accept work assignments, carry out the work, and report progress back into the system.

Execute Work · Report Work · View and Accept Assignment

Create Material Supply for Project Deliverables8

Covers generating and managing the material supply needed to fulfill project deliverables, including MRP calculations at both company and project level, supply requests for purchasing or manufacturing, and issuing material to the deliverable.

Create Supply Request for Purchase Order Plan · Create Supply Request for Shop Order Plan · Issue to Project Deliverables · Perform Calculation for MRP · Perform Calculation for Project MRP

Contract Change Management5

Contract Change Management governs how variations to a contract or project's scope, timeline, or commercial terms are reviewed, approved, and tracked once the original agreement is in place.

Analyze Contract Change Order · Approve Contract Change Order · Finalize Contract Change Order · Plan and Implement Contract Change Order

Sub Contract Management10

Manages sub contracts with suppliers across their lifecycle, from tender invitations and awards through cost control, revisions, and applications for payment.

Award Sub Contract · Create Contract Requirements · Execute Sub Contract · Finalize Sub Contract · Modify Sub Contract

Sub Contract Valuation6

Values work performed under sub contracts and processes the resulting certifications, applications for payment, invoices, and payments.

Certification · Create Valuation · Payment · Receive Application for Payment · Receive Invoice on Sub Contract

Compatible Unit Execution-As Built6

Tracks execution of compatible unit work in the field, covering activation, work task execution and conclusion, redesign, and decommissioning of a revision.

Activate Compatible Unit Revision · Conclude Work Task · Decommission Compatible Unit Revision · Execute Work Task · Redesign Compatible Unit Revision

Design Project Deliverables5

Structures a project's deliverable items, from systems and sub-systems down to individual materials, each with its own item number, description, and eventual part number as the design is finalized.

Create Navigation Model · Create Project Deliverables Basic Structure · Create Project Deliverables Definition · Create Project Deliverables Detailed Structure

Sales Application for Payment9

Manages the process of applying for payment from customers for completed work, covering preparation, certification, invoicing, and matching of payments received.

Allocate Payment on Application · Cancel Payments on Application · Certify Application · Create Project Invoice · Match Payment with Invoice

Invoicing and Closure5

Covers preparing, previewing, and finalizing sales invoices before they close out and post.

Create Invoice Preview · Define or Generate Sales Information · Handling Invoice Preview · Modify Invoice Preview Information

Sales Contract Management10

Manages sales contracts through their full lifecycle, from responding to tenders and estimating costs through negotiation, revision, and completion, with financial control throughout.

Bid Contract · Complete Contract · Create Contract Enquiry · Estimate Contract · Finalize Contract

Install and Commission Project Deliverables5

Covers installing and commissioning the deliverables produced by a project, including turning work packages into work orders and copying the deliverables structure into asset design records.

Copy Deliverables Structure to Asset Design · Create Work Order from Work Package · Create Work Package · Review and Manage Work Order

Estimate Bid Management9

Manages the estimating and bidding process using separate revision and version handling, so the scope of work and its pricing can each change independently across multiple offers to a customer.

Calculate Estimate · Create Business Object · Create Estimate Version · Enter Estimate Request - Generic · Enter Estimate Request - Product

Project Accounting6

Tracks financial activity on projects originating from project or customer order modules, supporting revenue recognition forecasting, periodic capitalization, and project completion.

Complete Financial Project · Create Revenue Recognition Forecast · Handle Periodical Capitalization and Revenue Recognition · Handle Project Completion Details · Query Revenue Recognition

Maintenance and Cleanup of Data4

Covers keeping operational data accurate and manageable over time, including archiving historical logs, correcting erroneous entries, and updating vehicle condition history.

Archive Historical Operational Loggings · Correct Operational Loggings · Update Vehicle Condition History

Plan Project Deliverables8

Plan Project Deliverables covers estimating and planning the deliverables of a project, including material, shipment, and work task plans, operational guidelines, and reserving the material and serialized items needed to fulfil them.

Create Material Plan · Create Operations and Guidelines · Create Shipment Plan · Create Work Task Plan · Estimate Project Deliverables

Project Conclusion4

Covers the final phase of a project, where deliverables are handed over to the customer, the project plan is completed, and the project is formally closed once all objectives are confirmed met.

Close Project · Complete Project · Hand Over Project Deliverables

Project Execution15

Covers day-to-day execution of project work, including recording time against activities, developing and approving forecasts and accruals, and analyzing overall project performance.

Analyze Project Performance · Approve Project Accrual · Approve Project Forecast · Connect Objects Manually to Activity · Create Project Accrual

Manage Rent to Project3

Manages project-based rentals initiated from project demand, covering rental transfers and finalizing project rental charging.

Finalize Rental, Project Charging · Manage Rental Transfers

Project Reporting17

Covers financial reporting and transaction handling for projects, including invoicing, cost accounting, work-in-progress tracking, and posting logic for project-related transactions.

Approve Transaction · Change Project Transactions · Credit Project Invoice · Forward Employee Expense · Forward Material Withdrawal

Project Reporting for Contractors5

Lets project managers request and track work performed by temporary contractors hired through employment agencies, from connecting them to a purchase order to approving the time they report.

Connect Contractors to Purchase Order · Create Invoicing Advice · Create Purchase Order Line for Contractors · Report Project Time

Project Emissions Calculation3

Project Emissions Calculation tracks a project's CO2 or CO2-equivalent footprint by combining emissions data from project parts with manually entered figures at the demand, activity, sub-project, or project level. Totals are visible at every level, from a single activity up to the whole project.

Enter Manual Emissions · Get Emissions for Miscellaneous Demands

Project Planning23

Project Planning covers the full life cycle of setting up a project, from initiation, budgeting, and approval through defining deliverables and schedules of work, tendering, forecasting and assigning resources, and keeping demand, estimates, contracts, and forecasts current as the project progresses.

Approve Budget · Approve Project · Create Project Cash Forecast · Create Schedule of Work Estimate · Create Schedule of Work Production

Ship Project Deliverables3

Covers shipping a project's deliverables to their destination, including creating and managing the shipment.

Create Shipment · Review and Manage Shipment

Resource Planning and Monitoring6

Resource Planning and Monitoring covers allocating miscellaneous resources, managing resource relocation, building resource schedules and shifts, entering forecast scenarios, and monitoring resource requirements against availability.

Create and Manage Misc. Resource Allocations · Create and Manage Resource Relocation · Create and Manage Resource Schedules and Shifts · Enter Forecast Scenario · Monitor and Manage Resource Requirements

Service Project Resource Capacity Planning and Scheduling3

Service Project Resource Capacity Planning and Scheduling coordinates resource capacity across grouped service work, such as installations, refurbishments, or recurring service packages, without invoking full project management overhead. It covers planning and scheduling capacity across the service project's quotations and requests, distinguishing requested dates from internally planned delivery dates, including Gantt-based scheduling.

Resource Capacity Planning and Scheduling · Scheduling with Service Project Scheduling, Gantt

Other capabilities15

Create Contractor Order · Invoice Contracts · Invoice Service Project · Prepare Service Project · Apply Complex Assembly Service Contract

Distribution Order5

Moves inventory parts between company sites, automatically generating the linked purchase part and sales part records required to complete the transfer.

Enter Distribution Allocation · Enter Distribution Order · Handle Distribution Allocation · Handle Distribution Order

Customer Order Delivery5

Covers delivering a customer order, from picking the goods and confirming delivery to approving exchanges raised under a complex repair order.

Approve CRO Exchange · Deliver Customer Order, Single Order Delivery · Delivery Confirm Customer Order · Handle Picking

Handle Inventory18

Covers day-to-day inventory and warehouse operations: task prioritization, cycle counting, barcode scanning, kit assembly, material requisitions, and rotable pool management.

Cleanup Inventory Data · Define and Maintain Rotable Pool · Execute Warehouse Tasks · Handle Availability Control for Part · Handle Barcodes

Customer Return Management6

Covers processing goods a customer sends back, from creating and approving or denying the return through to completing it and deciding whether items are returned to stock or scrapped.

Approve Customer Returns · Complete Customer Returns · Create Customer Returns · Deny Customer Returns · Return or Scrap Customer Returns

Demand Management4

Manages part demand across sites, covering acquiring parts, manually reserving stock at the local site, and reserving inventory held remotely.

Acquire Parts · Reserve Manually in Local Site · Reserve Remote Inventory

Inventory Financial Control13

Covers the financial side of inventory: costing, valuation, overhead adjustments, and country-specific reporting requirements for Italy and Portugal.

Analyze Inventory Values · Calculate Part Costs · Calculate Periodic Weighted Average Cost · Create Inventory Transaction Reports · Create Overhead Adjustments

Shipment Delivery6

Manages shipments that consolidate order lines bound for the same receiver and address into a single dispatch, covering consolidated loading, packing, scheduling, and delivery of goods through preliminary, completed, and closed status.

Create Shipment · Deliver Shipment · Load Consolidated Shipment · Packing of Goods · Scheduling in Shipment

Assortment and Part Master Data4

Centralizes part master data setup across many sites and product lines using assortments and site clusters, cutting down duplicate data entry and keeping part records consistent.

Define Assortment and Part Defaults · Distribute New Parts and Master Data · Mass Update Parts and Master Data

Receipt14

Covers the full goods-receiving flow: recording arrivals, moving items into inspection or stock, handling quality inspection and discrepancies, and receiving shop orders and dispatch advices.

Handle Arrival · Handle Receipt for Direct Delivery · Handle Receiving Advice · Move into Inspection Location · Move into Stock

Shipment Order3

Handles internal transfers of goods between sites or remote warehouses within the same company, executed through the standard shipment and receipt process.

Enter Shipment Order · Handle Shipment Order

Create Material Supply for Project Deliverables8

Covers generating and managing the material supply needed to fulfill project deliverables, including MRP calculations at both company and project level, supply requests for purchasing or manufacturing, and issuing material to the deliverable.

Create Supply Request for Purchase Order Plan · Create Supply Request for Shop Order Plan · Issue to Project Deliverables · Perform Calculation for MRP · Perform Calculation for Project MRP

Demand Driven MRP8

Demand Driven MRP applies a buffer-based planning strategy that compresses lead times while protecting service levels and inventory cost, starting with identifying which parts should be strategically buffered. It covers calculating buffer levels, positioning buffer parts, running demand-driven execution and planning, and making dynamic adjustments as conditions change.

Calculate Buffer Levels · Manage MRP Result · Perform Demand Driven Execution · Perform Demand Driven Planning · Perform Dynamic Adjustments

Demand Planning6

Demand Planning covers setting up forecasting data, generating demand forecasts, monitoring them through a dashboard connected to a dedicated demand planning server, and controlling which users can access published forecasts.

Define Demand Planning Data · Demand Forecast · Demand Plan Server Dashboard · Demand Planning Server · Publish Forecast User Access

Inventory Planning6

Inventory Planning provides reorder-point based replenishment for parts with independent demand, such as sales spares and distribution stock, where supply is decoupled from other parts' bills of material. It can run alongside Kanban and MRP and depends on accurate lead-time, ordering-cost, and inventory-rate data, covering planning-data calculation, reorder handling, availability monitoring, and scheduling.

Calculate Planning Data · Handle Inventory Reorder · Monitor Inventory Part · Monitor Inventory Part Availability · Scheduling in Handle Inventory

Kanban Planning5

Kanban Planning supports just-in-time replenishment using standard containers and cards as the signal to trigger supply, organized into kanban circuits defined per part and supply location. It covers creating and calculating circuits, managing kanban cards, initiating replenishment, and recalculating circuits as demand changes.

Create and Calculate Kanban Circuit · Initiate Kanban Replenishment · Manage Kanban Cards · Recalculate Kanban Circuit

Inventory Build Recording8

Records the build and inspection history of an aviation asset as it's received, inspected, and assembled, including component replacements, new components, life-limit adjustments, and usage hours.

Adjust Life Limits Activity Diagram · Complete Work Package Activity Diagram · Create New Components · Inspect Aviation Asset Activity Diagram · Receive Incoming Aviation Asset Activity Diagram

Make to Stock Planning3

Make to Stock Planning covers forecast-driven stocking of spare parts and running project-level material requirements planning.

Handle Spare Parts · Perform Project MRP

Maintenance and Cleanup of Data4

Covers keeping operational data accurate and manageable over time, including archiving historical logs, correcting erroneous entries, and updating vehicle condition history.

Archive Historical Operational Loggings · Correct Operational Loggings · Update Vehicle Condition History

Material Planning Simulation6

Material Planning Simulation lets planners model demand and supply scenarios using MRP, master scheduling, and capacity requirements planning logic without touching live data, so they can run what-if analysis before committing changes. It covers maintaining simulation profiles, managing simulation results, and running CRP, MRP, and master schedule level-1 simulations.

Maintain Simulation Profile · Manage Material Planning Simulation Result · Perform CRP Simulation · Perform MRP Simuation · Perform Master Schedule Level 1 Simulation

Part Management8

Creates and maintains the different part types a business needs, master, manufactured, purchased, sales, and package parts, plus part configuration revisions and purchase-part suppliers.

Create and Maintain Manufactured Inventory Part · Create and Maintain Master Part · Create and Maintain Package Part · Create and Maintain Part Configuration Revision · Create and Maintain Purchase Part

Tool Check-In and Check-Out6

Tracks tools as they move in and out of the tool crib, including checking tools in and out, monitoring what's currently out, flagging overdue tools, and putting tools away.

Check-In Tool · Check-Out Tool · Monitor Checked-Out Tools · Notify Maintenance of Overdue Tool Status · Put Away Tool

Other capabilities7

Fulfill Kanban Replenishment · Repair Routing · Materials Turn In

B2B Sub Contract5

Lets contractors submit Applications for Payment and application values to the contract owner online, then track certification, invoicing, and payment status.

Create Application for payment · Enter Application Values · Follow up on Certified Application · Follow up on Invoices and Payments

Business Activity Management for Supplier3

Logs and manages interactions recorded against suppliers, including a dedicated panel view summarizing supplier relationship data.

Enter and Handle Business Activity for Supplier · Manage SRM-Panel

Emmissions in Procurement3

Captures emissions data for purchased parts at the supplier level to support sustainability reporting in procurement.

Add Emissions Details in Supplier for Purchase Part · Add Emissions Details to Supplier for Purchase Part

Follow-up and Analysis, Procurement5

Provides analysis tools, transaction history, consignment reporting, and Intrastat import reporting for reviewing procurement activity.

Analyses, Procurement · Intrastat Import Reporting · Report Consignment Consumption · View Purchase Transactions and History

Asset Procurement3

Asset Procurement covers identifying material demand tied to asset work and initiating the purchasing process to fulfil it.

Handle Material Demand · Initiate Procurement

Maintenance Contractor Agreement7

Manages the creation, negotiation, activation, and rejection of agreements with maintenance contractors, including linking them to underlying supplier agreements.

Activate Maintenance Contractor Agreement · Add Maintenance Contractor Agreement Lines · Connect Supplier Agreement · Create New Maintenance Contractor Agreement · Maintenance Contract Agreement Negotiation

Initiate Purchase11

Covers the steps to start a purchase: entering requisitions and orders, requesting supplier quotations, creating supplier agreement releases, and authorizing requisitions.

Convert Purchase Requisition · Create Request for Quotation · Create Supplier Agreement Release · Enter Purchase Order · Enter Purchase Request in Self-service Portal

Manage CRO Receipt4

Manages receipts tied to a CRO, including confirming, modifying, and reporting what was received.

Confirm Receipt from CRO · Modify Receipt from CRO · Report Receipt from CRO

Manage Purchase8

Covers entering, confirming, changing, and authorizing purchase orders, plus monitoring procurement activity and sending orders to suppliers.

Confirm Purchase Order · Handle Purchase Order · Handle Purchase Order Change Order · Handle Purchase Order Line Components · Monitor Procurement

Receipt14

Covers the full goods-receiving flow: recording arrivals, moving items into inspection or stock, handling quality inspection and discrepancies, and receiving shop orders and dispatch advices.

Handle Arrival · Handle Receipt for Direct Delivery · Handle Receiving Advice · Move into Inspection Location · Move into Stock

Price Management, Procurement6

Maintains supplier pricing, discounts, warranties, fixed additions, and purchase charges such as landed costs used in procurement.

Enter and Maintain Supplier Warranties · Manage Fixed Supplier Additions · Manage Purchase Charges/Landed Costs · Manage Supplier Discounts · Manage Supplier Prices

Procurement Catalog Management4

Sets up and maintains product catalogs and default settings used for employee self-service purchasing.

Define Self-service Procurement Defaults · Manage Employee Self-service Catalog · Manage Hosted Supplier Catalog

B2B Contract Change Order4

B2B Contract Change Order manages the registration, updating, and follow-up of contract change orders exchanged electronically with business partners.

Follow Up B2B Contract Change Order · Register B2B Contract Change Order · Update B2B Contract Change Order

Service Contractor Agreement10

Manages the full lifecycle of service contractor agreements, from creation and negotiation through activation, revision, and rejection, including access control and linked request contracts.

Access Control · Activate Agreement · Add Contractor Agreement Lines · Add Service Notes · Agreement Negotiation

Procurement, B2B13

Gives suppliers a self-service portal to confirm purchase orders, manage vendor-managed inventory and consignment stock, respond to quotation requests, and maintain their own company and catalog details.

Confirm Purchase, B2B · Enter and Submit KPI Value, B2B · Estimated Future Demand Analysis, B2B · Handle Fully Received Purchase Orders, B2B · Handle Request for Agreement Quotation, B2B

Procurement, Supplier Schedules3

Manages recurring supplier delivery schedules and the scheduling details tied to them.

Handle Supplier Schedule · Scheduling in Procurement, Supplier Schedule

Contractor Order Execution4

Covers how external contractors view and accept work assignments, carry out the work, and report progress back into the system.

Execute Work · Report Work · View and Accept Assignment

Strategic Procurement Planning4

Supports strategic procurement planning by defining category assortments and generating spend analysis to guide sourcing decisions.

Define Procurement Category Assortment · Define Spend Analysis Settings · Generate and Perform Spend Analysis

Supplier Claims3

Handles claims raised against suppliers, including the return of excess inventory.

Manage Excess Inventory · Manage Supplier Claim

Contract Change Management5

Contract Change Management governs how variations to a contract or project's scope, timeline, or commercial terms are reviewed, approved, and tracked once the original agreement is in place.

Analyze Contract Change Order · Approve Contract Change Order · Finalize Contract Change Order · Plan and Implement Contract Change Order

Sub Contract Management10

Manages sub contracts with suppliers across their lifecycle, from tender invitations and awards through cost control, revisions, and applications for payment.

Award Sub Contract · Create Contract Requirements · Execute Sub Contract · Finalize Sub Contract · Modify Sub Contract

Sub Contract Valuation6

Values work performed under sub contracts and processes the resulting certifications, applications for payment, invoices, and payments.

Certification · Create Valuation · Payment · Receive Application for Payment · Receive Invoice on Sub Contract

Supplier Agreement Management5

Manages requests for agreement quotations, the resulting supplier agreements, and their ongoing handling and re-negotiation.

Create Request for Agreement Quotation · Handle Agreement Quotation and Agreement · Handle Supplier Agreement · Re-Negotiate Supplier Agreement

Supplier Management8

Maintains core supplier master data, hierarchy, and change requests, along with invoice, payment, and purchase settings for each supplier.

General Supplier Information · Manage Supplier Hierarchy · Manage Supplier Information Change Request · SRM Settings · Supplier Invoice Settings

Supplier Performance Evaluation and Rating6

Evaluates and rates supplier performance using configurable templates, KPIs, and KPI groups.

Create Supplier Evaluation Template · Create and Manage KPIs · Create and Manage Supplier Performance Evaluation Setup · Manage KPI Groups · Manage Supplier Performance Evaluations

Supplier Quotation Management3

Manages the process of requesting and handling supplier quotations, including finalizing the resulting supplier agreement.

Finalize Supplier Agreement · Handle Supplier Agreement Quotation

Supplier Request Management3

Creates and manages requests submitted to or about suppliers.

Create Supplier Request · Manage Supplier Request

Tender Handling, B2B5

Manages the B2B tender process, from inviting and approving contractors through submitting tenders and confirming purchase orders.

Approve Contractor · Confirm Purchase Order · Invite to Tender · Submit Tenders

Indemnity Management7

Indemnity Management gives a single place to log and track guarantees, performance bonds, insurance policies, permits, and licenses, whether issued to or received from customers, suppliers, or subcontractors.

Analyze Indemnities and Connected Objects · Approve Indemnity · Create Indemnity · Renew Indemnity · Retain Indemnity

Manage Rent In8

Manages the rent-in process initiated from purchase orders, covering supplier shipments, rental events, transactions, exchanges, write-offs, and finalizing the rental, using shared rental basic data such as chargeable days, date exceptions, and rental modes.

Finalize Rental, Rent In · Handle Supplier Shipment · Manage Exchanges, Rent In · Manage Rental Events · Manage Rental Transactions

Other capabilities16

Demand Management · Assign Contractor to Purchase Requistion · Onboard Maintenance Contractor · Onboard Service Contractor · Create Contractor Order

Supplier Claims3

Handles claims raised against suppliers, including the return of excess inventory.

Manage Excess Inventory · Manage Supplier Claim

Control Plan6

Control Plan defines quality control procedures for manufactured or purchased parts, including inspection templates, statistical process control, and capability analysis.

Calculate and Analyze Capability Indices · Calculate and Analyze Control Charts (SPC) · Define and Maintain Control Plan · Define and Maintain Control Plan Template · Report Purchase Part Quality

First Article Inspection6

First Article Inspection manages the verification of the first unit produced from a new or changed manufacturing process, from preparation through release.

Connect Shop Order · Finalize FAI · Prepare FAI · Prepare FAI Control Plan · Release FAI

Quality Assurance6

Quality Assurance covers auditing, compliance planning, corrective and preventive actions, non-conformance reporting, and material review board cases.

Audit Management · Compliance Planning · Manage Corrective and Preventive Actions · Non Conformance Report (NCR) · Process Material Review Board Case

Other capabilities6

Define and Maintain FMEA · Compliance Check and Delivery · Manage Punch Lists

Service Contractor Agreement10

Manages the full lifecycle of service contractor agreements, from creation and negotiation through activation, revision, and rejection, including access control and linked request contracts.

Access Control · Activate Agreement · Add Contractor Agreement Lines · Add Service Notes · Agreement Negotiation

Request Initiation5

Creates and manages generic service or work requests, including their tasks, before releasing them for execution.

Create New Request · Modify Request · Modify Request Task · Release Request

Customer Engagement Omni-Channel4

Customer Engagement Omni-Channel configures the communication channels, surveys, and queue routing used to handle customer interactions across multiple channels.

Configure Communication Channels · Configure Customer Engagement Survey · Define Queue Progression

Request Contract7

Defines contracts between a service provider and one or more customers, covering contract lines, invoice parameters, price agreements, quotations, and revisions.

Define Contract Lines · Define Invoice Parameters · Define Price Agreements · Define Request Contract · Quote Request Contract

Dispatch6

Dispatch covers booking customer appointments, manually adjusting the scheduling optimization workbench, allocating and monitoring field resources, integrating with scheduling engines, and surfacing service data through dashboard widgets.

Appointment Booking · Make Manual Update on PSO Workbench · Manual Resource Allocation and Monitoring · Scheduling Integration · Service Management Widgets

Request Quotation3

Prepares, prices, and manages quotations for service work before it is initiated, converting accepted quotations into requests once approved.

Create Request Quotation · Manage Request Quotation

Knowledge Management7

Knowledge Management lets users create, display, revise, and gather feedback on knowledge articles that capture troubleshooting steps and other reusable know-how, whether written manually or generated from completed work.

Create Knowledge Article from Completed Work · Display Knowledge Article · Feedback on Knowledge Article · Manage Knowledge Article · Manually Create Knowledge Article

Work Requests8

Captures work requests and fault reports, tracking when work should begin and be wrapped up and matching them against service level agreements, before appointments are booked and work orders generated.

Book Appointment · Cancel Appointment · Create Fault Report · Create New Mobile Work · Create Repair Work Order

Request SLA Management3

Manages service level agreement commitments tied to requests, applying SLA templates and creating commitments manually when needed.

Apply SLA Template Manually · Create SLA Commitments Manually

Request SLA Template3

Defines reusable service level agreement templates and connects them to the entities they apply to.

Connect SLA Template to Entity · Define SLA Template

Service Contract5

Defines service contracts and the services they cover, and provides lobby views summarizing cost, revenue, and margin for tracking and invoicing.

Define Invoice Parameters · Define Service Contract · Define Services · Invoice Service Contracts

Service Level Agreement Management5

Manages service requests and work tasks generated under service level agreements, using configurable SLA order templates and connections.

Create Service Request · Create Work Task · Define SLA Order Template · Manage SLA Order Connections

Service Quotation3

Creates and manages quotations for maintenance and service work across equipment types, letting different levels of work be combined on a single quotation.

Enter Service Quotation · Manage Service Quotation

Mobile Work Order Execution - Maintenance18

Supports field technicians running maintenance work orders from a mobile device, covering work acceptance and execution, material and stock handling, document and object access, remote assistance, and shift, e-form, and synchronization management.

Create/Update Map Position · Define Workflow Configuration · Execute Work, Mobile Work Order · Find and Accept Mobile Work, Mobile Work Order · Material Handling, Mobile

Last-Mile Customer Portal3

Last-Mile Customer Portal gives customers visibility into last-mile delivery or service status, with options to enable and customize the portal.

Configure Last-Mile Customer Portal · Enable Last-Mile Customer Portal

Mobile Work Order Execution - Service (Request)11

Lets field technicians execute service request work from a mobile device, including reviewing and updating sales lines connected to a task so sales reports capture the work actually performed.

Conclude Mobile Work · Create Request Quotation, Mobile Work, Service · Execute Mobile Work · External Contacts In Mobile · Handle Customer Warranty in Mobile

Manage Case6

Manage Case handles registering, resolving, and escalating customer service cases, including quick creation from predefined case issues.

Create Case · Enter Case Resolution · Event Escalation · Handle Case · Handle Case Task

Mobile Work Order Execution - Service (Work Order)4

Lets field technicians execute service work orders from a mobile device, including quoting additional work and tracking travel to the customer site.

Execute Mobile Work Assignment - Service Work order · Mobile Service Quotation · Travel to Site - Service Work Order

Request Bundle Task Execution4

Covers grouping multiple request tasks into a single bundle for scheduling and execution, and splitting or reporting on them when needed.

Disconnect or Unbundle Task · Execute Request Bundle task · Report Request Bundle Task

Request Task Execution6

Covers executing service request tasks, from accepting or canceling the work assignment through carrying out the task, handling material, and reporting the outcome.

Accept Work Assignment · Cancel Work Assignment · Execute Request Task · Material Handling · Report Request Task

Request Task Execution in Service Execution Portal7

Lets external service providers execute request tasks through a dedicated web portal, covering finding and accepting tasks, restocking and travel, task execution, notes, reporting, and finalization.

Execute Service Task in Execution Portal · Finalize Service Task in Execution · Find and Accept Task in Service Execution Portal · Report Service Task in Execution Portal · Restock and Travel to Site

Recurring Services4

Recurring Services covers setting up and preparing a program of recurring service visits and generating the service requests it produces.

Create Recurring Service Program · Generate Request · Prepare Recurring Service Program

Request Bundle Task Planning3

Request Bundle Task Planning groups multiple individual request tasks in the same area and timeframe into a single schedulable bundle, saving dispatchers and technicians time while still respecting each task's own constraints. Existing tasks can be connected to a bundle from the request task overview, and more can be added while the bundle hasn't yet started work.

Plan and Prepare Request Bundle Task · Request Bundle Task Resource Allocation

Request Preparation3

Request Preparation covers checking warranty coverage and preparing the work needed to fulfil a service request.

Manage Warranty Information · Service Work Preparation

Resource Planning and Monitoring6

Resource Planning and Monitoring covers allocating miscellaneous resources, managing resource relocation, building resource schedules and shifts, entering forecast scenarios, and monitoring resource requirements against availability.

Create and Manage Misc. Resource Allocations · Create and Manage Resource Relocation · Create and Manage Resource Schedules and Shifts · Enter Forecast Scenario · Monitor and Manage Resource Requirements

Service Campaign Creation3

Service Campaign Creation lets service organizations plan and coordinate large-scale proactive actions — recalls, upgrades, or scheduled maintenance pushes — across many service objects under a single initiative. It supports generating the underlying requests and repair RMAs in bulk so campaigns can be tracked and executed consistently.

Create Repair RMA/s with Service Campaign · Create Request/s with Service Campaign

Service Project Resource Capacity Planning and Scheduling3

Service Project Resource Capacity Planning and Scheduling coordinates resource capacity across grouped service work, such as installations, refurbishments, or recurring service packages, without invoking full project management overhead. It covers planning and scheduling capacity across the service project's quotations and requests, distinguishing requested dates from internally planned delivery dates, including Gantt-based scheduling.

Resource Capacity Planning and Scheduling · Scheduling with Service Project Scheduling, Gantt

Other capabilities14

Storefront Manager · Handle Customer Order, Service Management · Prepare Service Project · Handle Event Log · Manage SLA Commitments

Anomaly Detections4

Flags asset data that deviates from expected behavior over a configured period, then automatically creates work orders and notifies the right people so anomalies get investigated.

Asset Structure and Anomaly Configurations · Configure And Schedule Asset Predictions · Handle Anomaly Detections

AOG Management5

AOG Management coordinates the response to an aircraft-on-ground event, covering fault analysis, line maintenance work, flight-operations notification, and sourcing extra labor or a third-party maintenance organization to return the aircraft to service.

Analyze Faults · Line Maintenance Work Management · Notify Flight Operations Aircraft AOG (as required) · Transfer Skilled Labor or Hire T/ Party AMO

Aircraft Release (Line)4

Covers the checks and sign-offs required to clear an aircraft for service after line maintenance, including airworthiness evaluation and MEL/OPS restriction handling.

Evaluate Airworthiness · MEL OPS Restriction Management · Release Aircraft

Assembly Induction7

Brings a newly received aviation assembly into the fleet, covering configuration setup, technical records for tracked sub-components, delivery document review, and activation onto the maintenance program.

Aviation Asset Configuration Management · Create Record of New Assembly · Establish Technical Records for Tracked Sub-Components Activity Diagram · Maintenance Program Activation · Review Delivery Documents Activity Diagram

Component Returns3

Handles returned components, capturing why a component was removed and determining the right repair routing for it.

Determine Removal Reason · Identify Repair Routing Option

Analyze Faults7

Analyze Faults supports diagnosing reported aircraft or asset faults, covering repair-reference lookups, fault analysis, proposed corrective actions, labor and material requirements, and troubleshooting.

Add or Update Repair References · Analyze Fault · Fill In Proposed Corrective Action · Record Labor Requirements · Request Materials

Bundle Task Execution9

Lets dispatchers group many small individual work tasks, such as a batch of meter readings in one area, into a single bundle that is scheduled and executed as one unit while still honoring each task's own constraints.

Authorize Work Task Transactions · Calculate and Review Job Costs · Conclude WO · Disconnect Work Tasks · Execute Bundle Task

Analyze Non-Routines3

Analyze Non-Routines covers reviewing and managing unplanned findings discovered during maintenance that fall outside the original work scope.

Analyze Non-Routines · Handle Non-Routines

Asset Design7

Lets engineers create and manage individual design objects and parts, track design status changes, attach images and documents, and maintain related technical characteristics.

Create Design Object · Create Design Part · Manage Design Object · Manage Design Object Project Connection · Manage Design Part

CAMRO Assemble Overhaul Object8

Covers the MRO assembly process for putting an overhaul object back together, from issuing the shop order and checking conformance through to reporting operations and signing off completed subtasks.

Issue Shop Order · Perform Preliminary Conformance Check · Receive Assembled Overhaul Object · Repair Assembly Shop Order Component · Report Operations

CAMRO Disassemble Overhaul Object3

Covers taking an overhaul object apart for inspection and repair, including automated disassembly and receipt of the resulting components.

Automatic Disassembly · Receive Disassembled Overhaul Object

Asset Procurement3

Asset Procurement covers identifying material demand tied to asset work and initiating the purchasing process to fulfil it.

Handle Material Demand · Initiate Procurement

Maintenance Contractor Agreement7

Manages the creation, negotiation, activation, and rejection of agreements with maintenance contractors, including linking them to underlying supplier agreements.

Activate Maintenance Contractor Agreement · Add Maintenance Contractor Agreement Lines · Connect Supplier Agreement · Create New Maintenance Contractor Agreement · Maintenance Contract Agreement Negotiation

Asset Engineering8

Covers building out the relationships, structures, and properties that define how design objects and parts connect to each other during engineering.

Create Design Object Connections · Create Design Object Structures · Create Design Part Structure · Create Properties · Manage Additional Parts for Design Object

Manage CRO Receipt4

Manages receipts tied to a CRO, including confirming, modifying, and reporting what was received.

Confirm Receipt from CRO · Modify Receipt from CRO · Report Receipt from CRO

Asset Work Preparation3

Asset Work Preparation covers preparing components for installation, including assembly and prefabrication activities ahead of scheduled work.

Assembly · Prefabrication

CAMRO-CRO Disposition Overhaul Object5

Covers deciding what happens to each part of an overhaul object after inspection, from creating and carrying out the disposition to identifying parts and shipping unrepaired units onward.

Create Disposition · Perform Disposition · Set Parts Identified · Ship Dirty

Assortment and Part Master Data4

Centralizes part master data setup across many sites and product lines using assortments and site clusters, cutting down duplicate data entry and keeping part records consistent.

Define Assortment and Part Defaults · Distribute New Parts and Master Data · Mass Update Parts and Master Data

Aviation Asset Configuration Management7

Manages configuration templates for aviation assets, including which alternate part numbers are authorized, consumables included, and how templates are created, revised, or invalidated.

Add Consumables to Template Activity Diagram · Authorize and Update Alternate Part Number Configuration Activity Diagram · Create New or Revise Existing Aviation Configuration Template · Determine if Alternate Part is Authorized for Use · Invalidate Part Number Activity Diagram

Manage CRO Request3

Registers a CRO (component repair) request and converts its lines into customer orders.

Create Customer Order from CRO Line · Register CRO Request

Aviation Tools and Equipment Administration4

Tracks aviation tools and equipment, covering check-out and check-in, calibration status, and the underlying tool or equipment records.

Aviation Tools Calibration · Check Out or Check In Tools and Equipment · Define Tool Equipment Object

Bundle Task Planning3

Bundle Task Planning groups many small, geographically clustered tasks under a single schedulable unit, letting dispatchers plan and assign them as one job while still honoring each task's individual constraints. It covers resource allocation for the bundle and the preparation needed before the technician executes it.

Bundle Task Resource Allocation · Plan and Prepare Bundle Task

Blocks Management8

Groups related maintenance requirements into blocks that can be approved, scheduled, and applied to a fleet as a single package.

Apply Blocks to Fleet Activity Diagram · Approve Block Activity Diagram · Create New or Revise Existing Block · Define Block Applicability Activity Diagram · Define Block Frequency Activity Diagram

Heavy Maintenance Contract4

Defines heavy maintenance contracts, their line items, and associated price agreements.

Define Heavy Maintenance Contract · Define Heavy Maintenance Contract Lines · Define Price Agreements

CRO-MRO Part Management7

Manages the repair and overhaul data behind CRO/MRO parts, including modification definitions, repair and maintenance-level structures and routings, repair and discrepancy codes, and service pricing.

Associate Repair Codes Discrepancy Codes and Modification Headers · Define MRO Manufacturing Operational Data · Define Modification · Define and Maintain Maintenance Level Structure and Routing · Define and Maintain Repair Structure and Routing

Depot Repair Invoicing4

Covers the invoicing steps for depot repair work, from creating the related customer order through reviewing costs and previewing the final invoice.

Create Customer Order · Create Invoice Preview · Review Cost and Sales

Installed Base Management7

Tracks a customer's installed base of serviceable equipment, defined through models and service bills of material that generate structured service objects.

Define Model · Define Service Bill of Material · Define Service Object · Handle Service Object Information · Move Service Object

Compatible Unit Configurator6

Helps design engineers compare alternative compatible unit structures by running automated evaluations against configuration rules and design attributes to produce comparable estimate revisions.

Create Compatible Unit Template · Define Configuration Criteria · Define Configuration Rules · Evaluate Configuration · Manage Compatible Unit Template

Repair RMA Initiation8

Authorizes and tracks returned or repaired units through Return Material Authorizations, recording serial numbers per line, tracking service objects, and managing linked warranties and contracts.

Create New Repair RMA · Install or Deinstall Service Object · Manage Contracts · Manage Warranties · Modify Repair RMA

Define CRO Work Scope5

Define CRO Work Scope covers inspecting returned parts, selecting the services to perform, reserving parts, and releasing the repair for customer repair orders.

Inspect Parts · Release CRO Repair · Reserve Parts Manually · Select Services

Depot Repair Execution6

Covers repair work performed at a depot, from accepting the assigned task and triaging the incoming unit through executing the repair, tracking unit details, and managing warranty coverage.

Accept Task Assignment · Edit Unit Details · Execute the Repair · Manage Warranties · Triage the Repair

Compatible Unit Design8

Covers the design lifecycle of a compatible unit, from initiating and configuring it using library templates through approval, ongoing management, and release.

Add Compatible Unit Templates from Library · Approve Compatible Unit Design · Configure Compatible Unit Design · Initiate Compatible Unit Design · Manage Compatible Unit Design

Define Work Scope4

Define Work Scope covers configuring and approving the scope of MRO work, capturing shop visit information, and planning maintenance events for the MRO variant.

Configure And Approve Work Scope · Manage MRO Shop Visit Information · Plan Maintenance Events, variant MRO

Dispatch Asset and Close Maintenance Visit3

Covers dispatching an asset back into service and formally closing out the associated maintenance visit.

Complete Maintenance Visit · Conclude Maintenance Visit

Compatible Unit Execution-As Built6

Tracks execution of compatible unit work in the field, covering activation, work task execution and conclusion, redesign, and decommissioning of a revision.

Activate Compatible Unit Revision · Conclude Work Task · Decommission Compatible Unit Revision · Execute Work Task · Redesign Compatible Unit Revision

Execute CRO Work Scope Repair Shop Order6

Covers carrying out the work scope of a repair shop order under a complex repair order (CRO), including monitoring machine performance, adjusting the work scope, reporting downtime and indirect time, and signing off completed work.

Machine Monitoring and Performance - OEE · Modify CRO Work Scope · Report Indirect Time · Report Machine Downtime · Sign Off Work

Costing8

Applies activity-based costing to calculate real product costs by connecting activities, resources, and cost centers, alongside part cost data, purchase costing, manufacturing cost allocation, and continuous kaizen costing.

Analyze Cost Calculation · Cost Calculation · Define Part Cost Data · Kaizen Costing · Maintain Costing Data

Execute Line Maintenance3

Covers carrying out line maintenance activities, from full maintenance events to streamlined, simplified checks.

Complete Maintenance Event · Perform Simplified Maintenance Events

Define Templates and Modifications5

Defines reusable template structures for parts or assets and the modifications that can be applied to them, including maintaining templates by modification.

Define Modification Details · Define Template Structure · Maintain Template Structure · Maintain Template Structure by Modification

ETOPS Management9

ETOPS Management supports the extended-range twin-engine operations rules for aircraft, covering degradation tracking, oil-consumption analysis, fault handling, line and hangar maintenance execution, aircraft release, work packaging, and configuration validation.

Aircraft ETOPS Degradation · Aircraft Release (Line) or Maintenance Release (Hangar) · Analyze Oil Consumption · Handle Faults · Hangar Maintenance Execution

Execute Maintenance Visit4

Covers running a maintenance visit end to end, including folding in newly discovered work, rescheduling work orders as needed, and testing the asset for acceptance.

Integrate Emergent Work · Reschedule WO · Test and Acceptance

Work Requests8

Captures work requests and fault reports, tracking when work should begin and be wrapped up and matching them against service level agreements, before appointments are booked and work orders generated.

Book Appointment · Cancel Appointment · Create Fault Report · Create New Mobile Work · Create Repair Work Order

Design Project Deliverables5

Structures a project's deliverable items, from systems and sub-systems down to individual materials, each with its own item number, description, and eventual part number as the design is finalized.

Create Navigation Model · Create Project Deliverables Basic Structure · Create Project Deliverables Definition · Create Project Deliverables Detailed Structure

Equipment and Personal Safety Management5

Equipment and Personal Safety Management covers creating and preparing isolation orders, planning the permits linked to them, and managing work permits to keep equipment and people safe during maintenance.

Create Isolation Order · Isolation Order and Permit Planning · Manage Permit · Prepare Isolation Order

Handle Faults4

Covers logging, deferring, and documenting the resolution of faults identified on an asset.

Defer Faults or Non-Routines · Raise Logbook Fault · Record Historic Corrective Action

Design Standard Product11

Covers the end-to-end design of a standard product, from qualifying and prioritizing requirements through structuring the product, evaluating the product range, and preparing part revisions for release.

Create Part Revision · Create and Maintain Engineering Part · Describe Product Functions · Design Product Structure · Evaluate Product Range

Handle Non-Routines3

Covers capturing and analyzing unplanned findings, known as non-routine work, discovered during maintenance.

Analyze Non-Routines · Record Non-Routine Description

Eco-footprint5

Calculates a standard environmental footprint per part across its full lifecycle, based on substances the customer defines, to support Life Cycle Assessment and regulatory analysis.

Define Eco-footprint Master Data · Eco-footprint Analysis · Eco-footprint Calculation · Regulation Analysis

Handle Fleet Forecasting3

Handle Fleet Forecasting covers building an operational budget for the fleet and running forecasts to anticipate future fleet requirements.

Make Operational Budget · Run Forecasting

Hangar Maintenance Execution12

Supports aviation maintenance teams running hangar checks end to end, from preparing for aircraft arrival and recording maintenance work through to raising non-routines and releasing the aircraft, either standalone or integrated with a third-party engineering system.

Acquire Tools · Complete JIC/Tally Sheet · Heavy Maintenance Contract · Maintenance Release (Hangar) · Perform Work

Equipment Administration6

Manages equipment master records and serialized objects, including isolation templates, object information, and moving or renaming serial objects.

Create Isolation Template · Define Equipment Object · Handle Object Information · Move Serial Object · Rename Serial Object

Hangar Maintenance Visit Planning13

Hangar Maintenance Visit Planning builds long-range plans for hangar maintenance visits, covering usage forecasts, duration and yield calculations, non-routine estimation, location capability checks, operational constraints, blocking strategy, frozen visit lockdown, and adjustments as fleet changes or requirements evolve.

Adjust the Maintenance Plan · Define Predicted Usage Forecast · Determine Duration Efficiency Factors · Determine Min/Max Yield · Estimate Non-Routine Ratio For Planned Work

Manual IoT Observation Handling3

Manual IoT Observation Handling lets users review, correct, or flag incoming sensor observations that were not processed automatically, including marking readings as false or ignored.

Manage False Observations · Manage Observations

Estimate Bid Management9

Manages the estimating and bidding process using separate revision and version handling, so the scope of work and its pricing can each change independently across multiple offers to a customer.

Calculate Estimate · Create Business Object · Create Estimate Version · Enter Estimate Request - Generic · Enter Estimate Request - Product

Maintenance Contractor Invoicing3

Covers billing arrangements for maintenance contractor work, from raising the related purchase order to generating payment lines.

Create Payment Lines · Create Purchase Order

Export Control5

Tracks export licenses and controlled documents so restricted parts and technical data are handled in line with export regulations.

Create Export License · Define Export Controlled Documents · Define Part Data · Find and Connect Parts

Line Maintenance Execution6

Covers carrying out and recording line maintenance activities on an aircraft between flights, including fluid servicing and reviewing turnaround work.

Perform Maintenance · Record Fluid Servicing · Record Work Completed · Review Fluid Servicing Record · Review Turn

Line Maintenance Planning8

Line Maintenance Planning covers building work packages for line maintenance, assigning tasks, faults, and parts to them, reviewing upcoming maintenance requirements, scheduling aircraft at a hangar location, and transferring the finished package to production.

Assign Tasks/Faults to Existing Work Package · Assign Unassigned Parts · Create New Work Package · Review all Upcoming Maintenance Requirements · Schedule Aircraft at a Hangar Location

Line Maintenance Work Management3

Covers organizing line maintenance work, including assigning technicians and resources to tasks and releasing the aircraft once work is complete.

Aircraft Release (Line) · Assign Resources

Follow-up and Analysis, Maintenance4

Follow-up and Analysis, Maintenance covers risk analysis and reviewing maintenance objects and work order performance.

Initiate and Develop Risk Analysis · Perform Object Analysis · Perform Work Order Analysis

Follow Up Rental3

Reviews rental activity after the fact, covering transaction and posting analysis and asset-level rental follow-up.

Analyze Rental Transactions and Postings · Rental Asset Follow Up

MEL OPS Restriction Management9

MEL OPS Restriction Management tracks the operational restrictions imposed by the minimum equipment list, covering fault review, deferral approval and recording, monitor-task definition, cumulative restriction identification, dispatch notification, and AOG management, and reviewing time-limited item MEL/CDL entries.

AOG Management · Approval to Defer Fault · Define Monitor Tasks (as required) · Identify Cumulative Restrictions · Notify Dispatch

Inventory Build Recording8

Records the build and inspection history of an aviation asset as it's received, inspected, and assembled, including component replacements, new components, life-limit adjustments, and usage hours.

Adjust Life Limits Activity Diagram · Complete Work Package Activity Diagram · Create New Components · Inspect Aviation Asset Activity Diagram · Receive Incoming Aviation Asset Activity Diagram

Maintenance Standards Planning3

Maintenance Standards Planning covers creating and revising the preventive maintenance programs that define recurring maintenance standards.

Create PM Program · Revise PM Program

Job Instruction Cards (JIC) Management6

Manages Job Instruction Cards that document how a specific maintenance task is performed, including their creation, approval, application to a fleet, resource allocation, and supporting work documents.

Apply JIC to Fleet Activity Diagram · Approve Job Instruction Card · Create New or Revise Existing Job Instruction Card (JIC) · Determine Resource Allocations for JIC Activity Diagram · Determine Work Documents for JIC Activity Diagram

Maintenance Release (Hangar)4

Covers the final steps of clearing an aircraft after hangar maintenance, from analyzing test flight results and confirming requirement completion to authorizing the release.

Analyze Results of Test Flight · Authorize Maintenance Release · Evaluate Requirement Completion

Linear Asset Administration4

Manages continuous linear assets such as pipelines, highways, electrical lines, and rail corridors, where length and changing attributes along the asset matter for design and maintenance, whether created manually or generated automatically from a design object.

Create Linear Asset · Maintain Linear Asset · Manage Linear Asset

Maintenance and Cleanup of Data4

Covers keeping operational data accurate and manageable over time, including archiving historical logs, correcting erroneous entries, and updating vehicle condition history.

Archive Historical Operational Loggings · Correct Operational Loggings · Update Vehicle Condition History

Maintenance Change Management3

Captures maintenance change requests raised by technicians and other staff so proposed changes to how equipment upkeep is planned and carried out get recorded and reviewed.

Asset Management Widgets · Create Maintenance Change Request

Manage Maintenance Program7

Manage Maintenance Program covers building preventive maintenance programs, defining task cards, life limits, fault deferral rules, and post-maintenance check definitions, and maintaining aircraft or asset modifications over time.

Define Fault Deferral Rules · Define Life Limits · Define Post Maintenance Check Definitions · Define Preventive Maintenance Program · Define Task Cards

Maintenance Program Activation8

Activates a maintenance program on a fleet asset, covering check/phase and out-of-phase task activation, line maintenance planning, AD/SB and modification status review, and setting remaining time on active tasks.

Activate Applicable Out of Phase Tasks Activity Diagram · Activate Appropriate Check/Phase Activity Diagram · Assembly Induction · Line Maintenance Planning · Review and Update AD/SB Status Activity Diagram

Mobile Work Order Execution - Maintenance18

Supports field technicians running maintenance work orders from a mobile device, covering work acceptance and execution, material and stock handling, document and object access, remote assistance, and shift, e-form, and synchronization management.

Create/Update Map Position · Define Workflow Configuration · Execute Work, Mobile Work Order · Find and Accept Mobile Work, Mobile Work Order · Material Handling, Mobile

Maintenance Program Management6

Creates and maintains an asset maintenance program (AMP), including assigning requirements, applying the program to a fleet, evaluating the impact of revisions, and locking changes once approved.

Apply Maintenance Program to Fleet Activity Diagram · Assign Requirements to Maintenance Program · Create New Maintenance Program Activity Diagram · Evaluate Impact of Maintenance Program Revision Activity Diagram · Send AMP for Approval and Lock Changes Activity Diagram

Work Order Invoicing3

Covers invoicing for costs and revenue recorded against work orders.

Define or Generate Revenue Information · Handle Invoicing

Maintenance Requirement Management8

Defines individual maintenance requirements, including their applicability, scheduling, and linked job instruction cards, and manages their approval, revision, and rollout to the fleet.

Add JIC to Requirement · Apply Requirement to Fleet Activity Diagram · Approve Requirement Activity Diagram · Create New or Revise Existing Maintenance Requirement · Define Requirement Applicability Activity Diagram

Manage Configuration Baseline3

Keeps an asset's configuration baseline current as its assembly hierarchy changes over time.

Update Assembly Hierarchy · Update Configuration Baseline

PM Planning13

PM Planning covers applying and disconnecting preventive maintenance programs, generating and preparing PM actions and work orders, creating work task templates, scheduling maintenance through the planning board or maintenance planning and scheduling tools, handling resource breaks, and marking programs not applicable when needed.

Apply PM Program · Create Work Task Template · Define PM Action and Set Conditions · Disconnect PM Program · Generate PM Action

Operate Asset4

Covers day-to-day operation of an asset, including logging operational entries, managing flight logs, and planning daily operations.

Make Operational Entry · Manage Flight Logs · Plan Daily Operations

Manage Rent In8

Manages the rent-in process initiated from purchase orders, covering supplier shipments, rental events, transactions, exchanges, write-offs, and finalizing the rental, using shared rental basic data such as chargeable days, date exceptions, and rental modes.

Finalize Rental, Rent In · Handle Supplier Shipment · Manage Exchanges, Rent In · Manage Rental Events · Manage Rental Transactions

Manage Rent Out4

Manages the rent-out process initiated from customer orders, covering customer returns and exchanges through to finalizing the rental, using shared rental basic data such as chargeable days, date exceptions, and rental modes.

Finalize Rental, Rent Out · Handle Customer Returns · Manage Exchanges, Rent Out

Manage Rent to Project3

Manages project-based rentals initiated from project demand, covering rental transfers and finalizing project rental charging.

Finalize Rental, Project Charging · Manage Rental Transfers

Prepare Line Maintenance7

Prepare Line Maintenance covers calculating due dates, planning line maintenance activities and their resource and material requirements, scheduling the resulting work order, and cancelling or replanning work as needed.

Cancel or Replan Work · Perform Due Calculations · Plan Line Maintenance Activities · Prepare Material · Prepare Resource Requirement

Prepare Maintenance Visit6

Prepare Maintenance Visit covers defining and planning a maintenance visit, handling the customer's requested work scope, and running the induction and inspection steps that kick it off.

Define Maintenance Visit · Handle Customer Work Scope · Maintenance Visit Induction · Maintenance Visit Inspection · Plan Maintenance Visit

Manage Serialized Configuration5

Imports and maintains serialized asset structures, including bringing asset data in from external CSV sources, defining and maintaining serial structures, and entering historical life data for assets already in service.

Define Serial Structure · Enter Historical Life Data for Used Serials · Import Asset · Maintain Serial Structure

Manufacturing Standards13

Defines the manufacturing routings, structures, and lead times used as production standards for a part, including transferring structures from engineering or template libraries and validating part configuration setups.

Calculate Lead Time · Complete Routing · Complete Structure · Create Routing · Create Structure

Repair Work Order Execution5

Manages repair work orders raised for broken serialized or non-serialized parts and objects, covering moving items between the facility, inventory, and repair workshop, and issuing parts for repair.

Issue Parts for Repair · Move Part to Inventory · Move from Repair Workshop to Facility · Move from Repair Workshop to Inventory

Part Management8

Creates and maintains the different part types a business needs, master, manufactured, purchased, sales, and package parts, plus part configuration revisions and purchase-part suppliers.

Create and Maintain Manufactured Inventory Part · Create and Maintain Master Part · Create and Maintain Package Part · Create and Maintain Part Configuration Revision · Create and Maintain Purchase Part

Request Bundle Task Execution4

Covers grouping multiple request tasks into a single bundle for scheduling and execution, and splitting or reporting on them when needed.

Disconnect or Unbundle Task · Execute Request Bundle task · Report Request Bundle Task

Reference Documents Management5

Manages reference documents used in engineering and maintenance, covering their creation, revision, receipt, review and approval, and marking items as not applicable.

Create New or Revise Existing Reference Document · Receive Reference Documents Activity Diagram · Record Not Applicable Decision Activity Diagram · Send Reference Document for Review or Approval

Standard Repair Management5

Defines standard, repeatable repair procedures, including creating or revising them, entering them into the system, documenting them in a manual, and assigning a job instruction card.

Assign JIC to Standard Repair Activity Diagram · Create New or Revise Existing Standard Repair · Create Standard Repair in System Activity Diagram · Document Standard Repair in Manual Activity Diagram

Repair Planning and Assignment6

Repair Planning and Assignment covers assigning repairs to a repair bench, planning bench details, searching for available benches, logging repair activity, and tracking repairs still awaiting assignment.

Repair Bench Assignment · Repair Bench Details Planning · Repair Bench Search · Repair Log · Unassigned Repairs

Request Bundle Task Planning3

Request Bundle Task Planning groups multiple individual request tasks in the same area and timeframe into a single schedulable bundle, saving dispatchers and technicians time while still respecting each task's own constraints. Existing tasks can be connected to a bundle from the request task overview, and more can be added while the bundle hasn't yet started work.

Plan and Prepare Request Bundle Task · Request Bundle Task Resource Allocation

Shop Order Disassembly Execution3

Covers disassembling a manufactured item under a shop order, including managing the tools used and receiving the disassembly shop order, with labor costs calculated from reported hours and configured rates.

Manage Operation Tools · Receive Disassembly Shop Order

Schedule Maintenance Visit4

Schedule Maintenance Visit covers estimating the visit budget, preparing general visit information, and viewing or modifying the work order structure behind it.

Estimate Budget · Prepare General Information · View-Modify WO Structure

Tool Check-In and Check-Out6

Tracks tools as they move in and out of the tool crib, including checking tools in and out, monitoring what's currently out, flagging overdue tools, and putting tools away.

Check-In Tool · Check-Out Tool · Monitor Checked-Out Tools · Notify Maintenance of Overdue Tool Status · Put Away Tool

Service Campaign Creation3

Service Campaign Creation lets service organizations plan and coordinate large-scale proactive actions — recalls, upgrades, or scheduled maintenance pushes — across many service objects under a single initiative. It supports generating the underlying requests and repair RMAs in bulk so campaigns can be tracked and executed consistently.

Create Repair RMA/s with Service Campaign · Create Request/s with Service Campaign

Shop Order Disassembly Planning16

Shop Order Disassembly Planning covers creating and maintaining disassembly shop orders and requisitions, checking material, component, and resource availability, sequencing operations, running finite scheduling, raising material review board cases, and releasing and reserving orders for execution.

Analyze Shop Order · Create Disassembly Shop Order · Create Disassembly Shop Order Requisition · Create Material Review Board Case · Create Operation Block

Shop Order Remanufacturing Planning4

Shop Order Remanufacturing Planning covers creating remanufacturing shop orders and their requisitions, and pegging direct supply against them.

Create Remanufacturing Shop Order · Create Remanufacturing Shop Order Requisition · Peg Direct Supply to Remanufacturing Shop Order

Shop Order Repair Planning3

Shop Order Repair Planning covers creating repair shop orders and managing multilevel repair structures across their components.

Create Repair Shop Order · Handle Shop Order Multilevel Repair Structure

Work Order Planning9

Work Order Planning covers preparing work orders for planned and unplanned maintenance or service tasks, whether generated from a PM program, fault report, or service request, including the resource, material, budget, and document requirements attached to each work task. It also supports the mobilization and demobilization work orders used to prepare and return rental assets.

Connect Permit · Evaluate Requests and Fault Reports · Plan and Prepare Work Task · Prepare Document Requirement · Schedule with Dispatch Console

Work Packaging4

Work Packaging covers preparing and finalizing work packages for hangar maintenance and predrawing materials needed to complete them.

Finalise Hangar Maintenance Work Package · Planning Predraw · Prepare Work Package

Other capabilities52

Demand Management · Define Complex Assembly Service Contract · Import and Mapping · Receive Repaired Part into Inventory · Handle Order Structure

Business Activity Management for Account7

Logs interactions with customers, leads, and suppliers as business activities, and provides supporting tools such as a CRM panel, Representative 360 view, Outlook calendar sync, and a Teams app.

Enter and Handle Business Activity · Manage CRM Teams App · Manage CRM-Panel · Manage Outlook Calendar Sync · Manage Representative 360

Customer Order Delivery5

Covers delivering a customer order, from picking the goods and confirming delivery to approving exchanges raised under a complex repair order.

Approve CRO Exchange · Deliver Customer Order, Single Order Delivery · Delivery Confirm Customer Order · Handle Picking

Business Opportunity Management8

Tracks potential sales to a customer or prospect before firm quantities or delivery details are known, and lets confirmed opportunities be converted into sales quotations, service quotations, or sales contracts.

Close Business Opportunity · Create Sales Contract from Business Opportunity · Create Sales Quotation from Business Opportunity · Create Service Quotation from Business Opportunity · Enter Business Opportunity

Component Returns3

Handles returned components, capturing why a component was removed and determining the right repair routing for it.

Determine Removal Reason · Identify Repair Routing Option

Customer Return Management6

Covers processing goods a customer sends back, from creating and approving or denying the return through to completing it and deciding whether items are returned to stock or scrapped.

Approve Customer Returns · Complete Customer Returns · Create Customer Returns · Deny Customer Returns · Return or Scrap Customer Returns

Commission and Rebate Management5

Manages fees and rebates paid to commission receivers, such as agents or salespeople, by defining commission and rebate agreements and calculating the resulting amounts.

Enter Commission Agreement · Enter Rebate Agreement · Handle Commisions · Handle Rebates

Follow-up and Analysis, Sales10

Provides sales follow-up and analysis tools spanning order statistics, consignment stock, job costing, Intrastat export reporting, customer part acquisition value, superseded part replacement, and order event history.

Analyses, Sales · Customer Order Statistics · Handle Customer Consignment Stock · Handle Job Costing · Intrastat Export Reporting

Customer Agreement Management3

Creates and maintains agreements that define terms with a customer.

Enter Customer Agreements · Maintain Customer Agreements

Manage CRO Request3

Registers a CRO (component repair) request and converts its lines into customer orders.

Create Customer Order from CRO Line · Register CRO Request

Customer Order Invoicing11

Generates invoices once goods on a customer order have been delivered, either automatically or manually, and supports advance, credit, rebate, and staged billing invoice types.

Create Customer Correction Invoice · Create Customer Credit Invoice · Create Customer Order Advance Invoice · Create Customer Order Invoices · Create Prepayment Based Invoice

Customer Management10

Maintains core customer master data, account contacts, and hierarchy, along with CRM, invoice, order, and payment settings for each customer.

CRM Settings · CRM Widgets · Customer Hierarchy Settings · Customer Invoice Settings · Customer Order Settings

Manage Customer Order11

Manages customer orders entered manually, covering confirmation, release, reservation, scheduling, configuration handling, and cleanup of related sales data.

Cleanup Sales Data · Confirm Customer Order · Enter Customer Order · Enter Customer Order Additional Activities · Handle Configuration Change Request

Defense Contract Management4

Manages defense contracts, including item traceability requirements, RFID-tagged packaging, and supplier classification and goal tracking.

External IUID Traceability and Package RFID Support · Handle Defense Contract · Supplier Classifications and Goal Tracking

Manage Sales Quotation3

Manages sales quotations entered manually, letting sales teams enter and process quotations before they convert into customer orders.

Enter Sales Quotation · Handle Sales Quotation

Heavy Maintenance Contract4

Defines heavy maintenance contracts, their line items, and associated price agreements.

Define Heavy Maintenance Contract · Define Heavy Maintenance Contract Lines · Define Price Agreements

Installed Base Management7

Tracks a customer's installed base of serviceable equipment, defined through models and service bills of material that generate structured service objects.

Define Model · Define Service Bill of Material · Define Service Object · Handle Service Object Information · Move Service Object

Repair RMA Initiation8

Authorizes and tracks returned or repaired units through Return Material Authorizations, recording serial numbers per line, tracking service objects, and managing linked warranties and contracts.

Create New Repair RMA · Install or Deinstall Service Object · Manage Contracts · Manage Warranties · Modify Repair RMA

Marketing Campaign Management4

Plans, executes, and analyzes marketing campaigns aimed at customers and prospects.

Analyze and Complete Marketing Campaign · Enter Marketing Campaign · Execute Marketing Campaign

Sales, B2B12

Gives B2B customers a self-service platform for viewing product information, placing and changing orders, answering quotations, and reviewing invoices and consignment stock, including bulk orders, templates, and punchout integration.

Answer Sales Quotation, B2B · Customer Order Change Request, B2B · Enter Bulk Order, B2B · Enter Customer Order, B2B · Enter Order Template, B2B

Price Management, Sales7

Maintains sales pricing, price lists, warranties, pack size charges, and campaign pricing offered to customers.

Enter Customer Price Lists · Enter and Maintain Customer Warranties · Maintain Price Lists · Manage Campaigns · Manage Pack Size Charge Price List

Sales, Customer Schedules3

Manages repetitive customer demand through long-term plan schedules and short-term call-off schedules, governed by a customer schedule agreement and typically received via EDI.

Handle Customer Schedule · Scheduling in Sales, Customer Schedules

Request Contract7

Defines contracts between a service provider and one or more customers, covering contract lines, invoice parameters, price agreements, quotations, and revisions.

Define Contract Lines · Define Invoice Parameters · Define Price Agreements · Define Request Contract · Quote Request Contract

Request Quotation3

Prepares, prices, and manages quotations for service work before it is initiated, converting accepted quotations into requests once approved.

Create Request Quotation · Manage Request Quotation

Request SLA Management3

Manages service level agreement commitments tied to requests, applying SLA templates and creating commitments manually when needed.

Apply SLA Template Manually · Create SLA Commitments Manually

Request SLA Template3

Defines reusable service level agreement templates and connects them to the entities they apply to.

Connect SLA Template to Entity · Define SLA Template

Sales Application for Payment9

Manages the process of applying for payment from customers for completed work, covering preparation, certification, invoicing, and matching of payments received.

Allocate Payment on Application · Cancel Payments on Application · Certify Application · Create Project Invoice · Match Payment with Invoice

Sales Contract Management10

Manages sales contracts through their full lifecycle, from responding to tenders and estimating costs through negotiation, revision, and completion, with financial control throughout.

Bid Contract · Complete Contract · Create Contract Enquiry · Estimate Contract · Finalize Contract

Service Contract5

Defines service contracts and the services they cover, and provides lobby views summarizing cost, revenue, and margin for tracking and invoicing.

Define Invoice Parameters · Define Service Contract · Define Services · Invoice Service Contracts

Estimate Bid Management9

Manages the estimating and bidding process using separate revision and version handling, so the scope of work and its pricing can each change independently across multiple offers to a customer.

Calculate Estimate · Create Business Object · Create Estimate Version · Enter Estimate Request - Generic · Enter Estimate Request - Product

Service Level Agreement Management5

Manages service requests and work tasks generated under service level agreements, using configurable SLA order templates and connections.

Create Service Request · Create Work Task · Define SLA Order Template · Manage SLA Order Connections

Service Quotation3

Creates and manages quotations for maintenance and service work across equipment types, letting different levels of work be combined on a single quotation.

Enter Service Quotation · Manage Service Quotation

Follow Up Rental3

Reviews rental activity after the fact, covering transaction and posting analysis and asset-level rental follow-up.

Analyze Rental Transactions and Postings · Rental Asset Follow Up

Support Agreement3

Manages support agreements with customers and the support keys used to entitle them.

Create Support Agreement · Create Support Key

Manage Rent Out4

Manages the rent-out process initiated from customer orders, covering customer returns and exchanges through to finalizing the rental, using shared rental basic data such as chargeable days, date exceptions, and rental modes.

Finalize Rental, Rent Out · Handle Customer Returns · Manage Exchanges, Rent Out

Recurring Services4

Recurring Services covers setting up and preparing a program of recurring service visits and generating the service requests it produces.

Create Recurring Service Program · Generate Request · Prepare Recurring Service Program

Other capabilities20

Enter and Handle CRM Business Objects · Define Complex Assembly Service Contract · Handle Cost and Sales Lines · Storefront Manager · Manage Lead

Administer Schedules and Rules15

Configures working-hour schedules, absence rules, and compensation calculation formulas, and lets administrators check employee availability and schedule compliance before assigning shifts.

Absence Configuration · Absence Type Access Definition · Additional Result Calculation Rule Assignment · Additional Result Calculation Rule Definition · Administer Compensation Definitions

Compensation and Benefits Management14

Manages salary review cycles, from creating and approving review plans to processing individual salary revisions and updating related employee compensation data.

Approve Salary Review · Approve Salary Review Plan · Create Approval Setup · Create Group Salary Review Plan · Create Salary Review Plan

Employee Administration31

Manages the employee master record end to end: onboarding, job and team assignments, personal and employment data changes, access delegation, and termination.

Add Employees/Persons to Groups · Assign Additional Access to Person · Assign Jobs to Person · Assign Person Qualifications Related Data · Assign Teams & Supervisors to Person

Employee Development20

Supports employee growth through performance evaluation, career planning, skills gap analysis, succession planning, and structured feedback between employees and managers.

Analyze Employee Performance Evaluation, Manager Services · Approve Employee Career Plan · Assign Objectives, Activities, General Performance to Employees · Cascade Objectives and Attached Activities · Counsel Employee Career Plan

Employee Survey6

Lets companies design, distribute, and analyze internal employee surveys, including picture, signature, and statement question types, optional participant lists, and mobile use by field technicians.

Analyze Employee Survey · Answer and Reply Employee Survey, My Self-Service · Define Employee Survey · Employee Survey Overview · Publish and Distribute Employee Survey

Expense Administration13

Covers employee expense reporting and reimbursement, including logging expenses on expense sheets, tracking travel requests and plans, and importing personal or company credit card transactions.

Analyze Employee Expense Information · Approve Employee Travel Request · Authorize Employee Expense · Copy Expense Sheet · Define Travel Request Configuration

Headcount Plan and Vacancy Management5

Manages workforce headcount planning and open positions, letting companies forecast staffing needs and process vacancies against approved headcount plans.

Headcount Plan Management · Headcount Plan Reforecasting · Vacancy Processing · Vacancy Registration

Health and Safety Policy7

Covers workplace health and safety compliance, including handling of dangerous goods, fire safety administration, employee medical examinations, and tracking of safety certificates.

Dangerous Goods Handling · Fire Safety Administration · Medical Examination · Overview Fire Extinguishers · Overview Medical Examination

Incidents10

Manages workplace incident reporting and follow-up, from configuring notification rules through investigation, corrective action, and closing of incident cases.

Configure Incident Notification Setup · Incident Analysis · Incident Closing Procedures · Incident Investigation · Incident Reporting

Jobs and Qualifications4

Defines the jobs, qualification profiles, and certificate requirements used across recruitment, employee assignment, and workforce planning.

Define Certificates · Define Jobs · Define Qualification Profiles

Organization Administration8

Defines the company's organizational and position structure, including teams, supervisor configuration, address setup, and the access rules used to manage employee data.

Basic Organization Definitions · Define Organization Structure · Define Position Structure · Define Supervisor Configuration · Define Teams

Recruitment11

Manages the recruitment process from requisition through hire, including preparing and approving requisitions, tracking applicants, and issuing job offers.

Approve Recruitment Requisition · Connect Applicant to the Requisition · Create an Applicant · Employ Applicant · Fulfill Recruitment Requisition

Risk Assessment4

Evaluates workplace health and safety hazards at a defined location, covering planning, execution, and hazard control recommendations that support issuing work permits.

Overview Risk Assessment · Risk Assessment Execution · Risk Assessment Planning

Safety Management6

Manages workplace safety inspections and committees, covering inspection planning and execution, safety action tracking, and safety committee administration.

Overview Safety Inspection Information · Safety Action Management · Safety Committee Administration · Safety Inspection Management · Safety Inspection Planning

Time and Attendance Reporting15

Captures and manages employee time and attendance, from clock-based registration and quick time entry through absence administration, time balances, and overtime results.

Administer Absence · Administer Employee Absence Limits · Administer Employee Time Balances · Administer Periodical Overtime Result · Administer Time Card Information

Training Administration10

Manages employee training, from defining and publishing training events through registration, delivery, confirmation, and follow-up on completed training.

Conduct Training Event · Confirm Training Event · Define Employee Training Plan · Define Training Event · Evaluate Training

Other capabilities5

Transfer Transactions to Payroll · Create Calendar

Distribution Order5

Moves inventory parts between company sites, automatically generating the linked purchase part and sales part records required to complete the transfer.

Enter Distribution Allocation · Enter Distribution Order · Handle Distribution Allocation · Handle Distribution Order

Customer Order Delivery5

Covers delivering a customer order, from picking the goods and confirming delivery to approving exchanges raised under a complex repair order.

Approve CRO Exchange · Deliver Customer Order, Single Order Delivery · Delivery Confirm Customer Order · Handle Picking

Handle Inventory18

Covers day-to-day inventory and warehouse operations: task prioritization, cycle counting, barcode scanning, kit assembly, material requisitions, and rotable pool management.

Cleanup Inventory Data · Define and Maintain Rotable Pool · Execute Warehouse Tasks · Handle Availability Control for Part · Handle Barcodes

Customer Return Management6

Covers processing goods a customer sends back, from creating and approving or denying the return through to completing it and deciding whether items are returned to stock or scrapped.

Approve Customer Returns · Complete Customer Returns · Create Customer Returns · Deny Customer Returns · Return or Scrap Customer Returns

Demand Management4

Manages part demand across sites, covering acquiring parts, manually reserving stock at the local site, and reserving inventory held remotely.

Acquire Parts · Reserve Manually in Local Site · Reserve Remote Inventory

Inventory Financial Control13

Covers the financial side of inventory: costing, valuation, overhead adjustments, and country-specific reporting requirements for Italy and Portugal.

Analyze Inventory Values · Calculate Part Costs · Calculate Periodic Weighted Average Cost · Create Inventory Transaction Reports · Create Overhead Adjustments

Shipment Delivery6

Manages shipments that consolidate order lines bound for the same receiver and address into a single dispatch, covering consolidated loading, packing, scheduling, and delivery of goods through preliminary, completed, and closed status.

Create Shipment · Deliver Shipment · Load Consolidated Shipment · Packing of Goods · Scheduling in Shipment

Manage CRO Receipt4

Manages receipts tied to a CRO, including confirming, modifying, and reporting what was received.

Confirm Receipt from CRO · Modify Receipt from CRO · Report Receipt from CRO

Assortment and Part Master Data4

Centralizes part master data setup across many sites and product lines using assortments and site clusters, cutting down duplicate data entry and keeping part records consistent.

Define Assortment and Part Defaults · Distribute New Parts and Master Data · Mass Update Parts and Master Data

Receipt14

Covers the full goods-receiving flow: recording arrivals, moving items into inspection or stock, handling quality inspection and discrepancies, and receiving shop orders and dispatch advices.

Handle Arrival · Handle Receipt for Direct Delivery · Handle Receiving Advice · Move into Inspection Location · Move into Stock

Shipment Order3

Handles internal transfers of goods between sites or remote warehouses within the same company, executed through the standard shipment and receipt process.

Enter Shipment Order · Handle Shipment Order

Create Material Supply for Project Deliverables8

Covers generating and managing the material supply needed to fulfill project deliverables, including MRP calculations at both company and project level, supply requests for purchasing or manufacturing, and issuing material to the deliverable.

Create Supply Request for Purchase Order Plan · Create Supply Request for Shop Order Plan · Issue to Project Deliverables · Perform Calculation for MRP · Perform Calculation for Project MRP

Demand Driven MRP8

Demand Driven MRP applies a buffer-based planning strategy that compresses lead times while protecting service levels and inventory cost, starting with identifying which parts should be strategically buffered. It covers calculating buffer levels, positioning buffer parts, running demand-driven execution and planning, and making dynamic adjustments as conditions change.

Calculate Buffer Levels · Manage MRP Result · Perform Demand Driven Execution · Perform Demand Driven Planning · Perform Dynamic Adjustments

Demand Planning6

Demand Planning covers setting up forecasting data, generating demand forecasts, monitoring them through a dashboard connected to a dedicated demand planning server, and controlling which users can access published forecasts.

Define Demand Planning Data · Demand Forecast · Demand Plan Server Dashboard · Demand Planning Server · Publish Forecast User Access

Inventory Planning6

Inventory Planning provides reorder-point based replenishment for parts with independent demand, such as sales spares and distribution stock, where supply is decoupled from other parts' bills of material. It can run alongside Kanban and MRP and depends on accurate lead-time, ordering-cost, and inventory-rate data, covering planning-data calculation, reorder handling, availability monitoring, and scheduling.

Calculate Planning Data · Handle Inventory Reorder · Monitor Inventory Part · Monitor Inventory Part Availability · Scheduling in Handle Inventory

Kanban Planning5

Kanban Planning supports just-in-time replenishment using standard containers and cards as the signal to trigger supply, organized into kanban circuits defined per part and supply location. It covers creating and calculating circuits, managing kanban cards, initiating replenishment, and recalculating circuits as demand changes.

Create and Calculate Kanban Circuit · Initiate Kanban Replenishment · Manage Kanban Cards · Recalculate Kanban Circuit

Inventory Build Recording8

Records the build and inspection history of an aviation asset as it's received, inspected, and assembled, including component replacements, new components, life-limit adjustments, and usage hours.

Adjust Life Limits Activity Diagram · Complete Work Package Activity Diagram · Create New Components · Inspect Aviation Asset Activity Diagram · Receive Incoming Aviation Asset Activity Diagram

Make to Stock Planning3

Make to Stock Planning covers forecast-driven stocking of spare parts and running project-level material requirements planning.

Handle Spare Parts · Perform Project MRP

Maintenance and Cleanup of Data4

Covers keeping operational data accurate and manageable over time, including archiving historical logs, correcting erroneous entries, and updating vehicle condition history.

Archive Historical Operational Loggings · Correct Operational Loggings · Update Vehicle Condition History

Material Planning Simulation6

Material Planning Simulation lets planners model demand and supply scenarios using MRP, master scheduling, and capacity requirements planning logic without touching live data, so they can run what-if analysis before committing changes. It covers maintaining simulation profiles, managing simulation results, and running CRP, MRP, and master schedule level-1 simulations.

Maintain Simulation Profile · Manage Material Planning Simulation Result · Perform CRP Simulation · Perform MRP Simuation · Perform Master Schedule Level 1 Simulation

Part Management8

Creates and maintains the different part types a business needs, master, manufactured, purchased, sales, and package parts, plus part configuration revisions and purchase-part suppliers.

Create and Maintain Manufactured Inventory Part · Create and Maintain Master Part · Create and Maintain Package Part · Create and Maintain Part Configuration Revision · Create and Maintain Purchase Part

Tool Check-In and Check-Out6

Tracks tools as they move in and out of the tool crib, including checking tools in and out, monitoring what's currently out, flagging overdue tools, and putting tools away.

Check-In Tool · Check-Out Tool · Monitor Checked-Out Tools · Notify Maintenance of Overdue Tool Status · Put Away Tool

Other capabilities7

Fulfill Kanban Replenishment · Repair Routing · Materials Turn In

Analysis Models - Power BI8

Analysis Models - Power BI covers building, publishing, and maintaining Power BI analysis models, including data sources, model uploads, and access tokens.

Data Service Log · Edit Model · Parquet Data Sources · Publish Base Analysis Model · Refresh Analysis Model

Follow-up and Analysis, Procurement5

Provides analysis tools, transaction history, consignment reporting, and Intrastat import reporting for reviewing procurement activity.

Analyses, Procurement · Intrastat Import Reporting · Report Consignment Consumption · View Purchase Transactions and History

Analysis Models - Tabular11

Analysis Models - Tabular covers setting up, configuring, and maintaining tabular analysis models, including SQL Server environments, currency settings, and user mappings.

AD User Mappings · Copy Tabular Models · Data Configurations · Modify Currency Information · Set Up Tabular Models

Follow-up and Analysis, Sales10

Provides sales follow-up and analysis tools spanning order statistics, consignment stock, job costing, Intrastat export reporting, customer part acquisition value, superseded part replacement, and order event history.

Analyses, Sales · Customer Order Statistics · Handle Customer Consignment Stock · Handle Job Costing · Intrastat Export Reporting

Business Reporter20

Business Reporter is an Excel-based tool for designing, running, scheduling, and analyzing financial and operational reports, including pivot tables and writeback.

Advanced Report Design Functionalities · BR Report Actions · Business Report Manager · Business Reporter Cloud Configuration · Business Reporter Pivot Tables

Group Consolidation5

Consolidates balance sheet and income statement figures across a group of companies, supporting multiple operational and legal reporting structures in parallel.

Consolidation · Consolidation Balances Analysis · Reported Balance Analysis · Transfer Balances

Manage KPI Catalog4

Manage KPI Catalog organizes sustainability KPIs, including ones aligned to the European Sustainability Reporting Standard, letting organizations activate, calculate, and package the KPIs relevant to their reporting needs.

Define KPI Calculation · Define KPI Package · Manage KPI Catalog

Operational Reporting21

Operational Reporting configures and runs Crystal Reports-based output across IFS Cloud, covering layout, distribution, scheduling, and rendering settings.

Configure Crystal Web Service Logs · Configure Custom Attributes for Report Studio Reports · Configure External Reports Gateway · Configure PDF Inserts · Configure Print Manager

Power BI Integration4

Power BI Integration surfaces published Power BI reports, whether hosted in Power BI Cloud or on a Power BI Report Server, directly inside the IFS Cloud interface.

Advanced Analytics Related Lobby Element Configurations · Embed Power BI Report Related Configurations · Power BI Report Editor

Quick Reports6

Quick Reports lets users build and modify their own reports in IFS Cloud with little training, using either Crystal or SQL-based report design.

Design Crystal Quick Reports · Design SQL Quick Reports · Manage Quick Reports · Quick Reports Log · Quick Reports Query Designer

Report Studio6

Report Studio designs, schedules, and runs custom reports, including QuickSight-based reports, with support for custom fonts.

Configure Custom Fonts for Report Studio · Order Report · Quicksight Report Design Work · Report Studio Design Work · Schedule Report

Other capabilities4

Voucher Queries Hold Table · View Insight Studio Reports