To amend a SOR code within a planned programme template

The procedure to amend a SOR code within a planned programme template is as follows:

Navigate to Quick Menu > Planned & Servicing Lite > Configuration > Planned Program Template. The Planned Program Template Management window is displayed.
Select a SOR template from the alphabetic list or type its name into the Search Templates field. By default the list is filtered to show Current templates. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
Within the SORs summary table, double-click on a row matching the SOR code to be amended. The Edit SOR window is displayed.
Adjust the Quantity figure in the corresponding field, as required; the Up and Down arrows are available to increment or decrement the value. The Total cost figure is automatically recalculated to take account of the revised Unit cost multiplier.
Using the Additional analysis drop-down field, ensure that the categorisation of the SOR code is still valid and apply any required change.
Click on Confirm. The proposed record changes are displayed in the SORs summary table.
Click on Save.

Note

1 The Search Templates field will match against any element of the planned programme template name.

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