Creating capital planning requests

Create capital planning requests to request a capital expenditure. Capital planning requests are based on forecasted labor costs, forecasted material costs, and expected cost avoidance.

To create capital planning requests:

1. Select Work > Capital Planning Request.
2. Click New Record.
3. Specify this information:

   Organization

   Specify the organization to which the purchase order belongs if you use multi-organization security. The system automatically populates Created By and Date Created.

   CPR

   Specify a description of the capital planning request in the adjacent field. The system assigns a capital planning request number after you save the record.

   Status

   Select the status value of the capital planning request.

   Note: The system populates Authorized By and Authorization Date when the capital planning request Status is Approved.

   Equipment

   Select the equipment for which to make the capital planning request. The system automatically populates Equipment Org.

   WO Type

   Choose one of the following options:

   • Breakdown

     Select to create a work order in response to an equipment breakdown or failure.

   • PM

     Select to create a preventive maintenance work order. See Creating Preventive Maintenance Work Orders.

   • Scheduled

     Select to create a scheduled work order.

   • Repairable Spare

     Select to create a work order for repairable spare parts. If you are creating a work order for repairable spare parts, you must also add the parts to repair on the Repair Parts page. See Adding Repairable Spare Parts to Work Orders for Repair.

   • Standard WO

     Select to create a standard work order. See Creating Standard Work Orders.

     Note: The previously listed work order types are standard types in the system. You can also create user-defined work order types. See Defining System Codes in the Infor EAM System Administrator's Guide.

   Department

   Specify the department.

   Requested By

   Specify the employee making the capital planning request.

   Assigned To

   Specify the person responsible for the work to be completed for the capital planning request.

   Priority

   Select the priority level of the capital planning request.

   Sustainability

   Select if the capital planning request is related to asset sustainability features.

   Class

   Specify the class of the capital planning request. The system automatically populates Class Org.

   Objective

   Specify the objective to associate with the capital planning request. The system automatically populates Objective Description and Objective Org.

   Assigned By

   Specify the supervisor who assigned the work order.

   Estimated Labor Cost

   Specify the estimated labor costs for the capital planning request. The system automatically populates the currency in the adjacent field and calculates the Total Estimated Cost with the sum of the Estimated Labor Cost and Estimated Material Cost.

   Estimated Material Cost

   Specify the estimated material costs of the capital planning request. The system automatically populates the currency in the adjacent field and calculates the Total Estimated Cost with the sum of the Estimated Labor Cost and Estimated Material Cost.

   Cost Avoidance

   Specify the estimated cost avoidance for the capital planning request. The system automatically populates the currency in the adjacent field.

   Appropriation Date

   Specify the date by which the capital request must be appropriated.

   Requested Appropriation Date

   Specify the date by which you are requesting the appropriation of the capital request.

   ROI % (Return on Investment)

   Specify the return on investment percentage for the capital planning request.

   NPV (Net Present Value)

   Specify the net present value for the capital planning request.

   IRR % (Internal Rate of Return)

   Specify the internal rate of return percentage for the capital planning request.

   Major Group

   Specify the major group for the capital planning request.

   Group

   Specify the group for which the capital request must be appropriated.

   Individual

   Specify the individual element for the capital request.

   Additional Information

   Specify additional information for the capital request as necessary.

   Default Authorizer

   Specify the default authorizer for the capital request.

4. Click Save Record.
   Note: To create a work order for the capital planning request, right-click on the Capital Planning Request form, and then click Create WO. The system populates Work Order with the generated work order number.

   To create a project to associate to a capital planning request, right-click on the Capital Planning Request form, and then click Create Project. See Associating Projects to Capital Planning Requests.