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. Open the Capital Planning Request form.
  2. Click New Record.
  3. Organization—Enter the organization to which the purchase order belongs if you use multi-organization security.

    The system automatically populates Created By and Date Created.

  4. CPR—Enter a description of the capital planning request in the adjacent field. The system assigns a capital planning request number after you save the record.
  5. 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.
  6. Equipment—Select the equipment for which to make the capital planning request.

    The system automatically populates Equipment Org.

  7. 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.
  8. Department—Enter the department.
  9. Requested By—Enter the employee making the capital planning request.
  10. Assigned To—Enter the person responsible for the work to be completed for the capital planning request.
  11. Priority—Select the priority level of the capital planning request.
  12. Sustainability—Select if the capital planning request is related to asset sustainability features.
  13. Class—Enter the class of the capital planning request.

    The system automatically populates Class Org.

  14. Objective—Enter the objective to associate with the capital planning request.

    The system automatically populates Objective Description and Objective Org.

  15. Assigned By—Enter the supervisor who assigned the work order.
  16. Estimated Labor Cost—Enter 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.
  17. Estimated Material Cost—Enter 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.
  18. Cost Avoidance—Enter the estimated cost avoidance for the capital planning request. The system automatically populates the currency in the adjacent field.
  19. Appropriation Date—Enter the date by which the capital request must be appropriated.
  20. Requested Appropriation Date—Enter the date by which you are requesting the appropriation of the capital request.
  21. ROI % (Return on Investment)—Enter the return on investment percentage for the capital planning request.
  22. NPV (Net Present Value)—Enter the net present value for the capital planning request.
  23. IRR % (Internal Rate of Return)—Enter the internal rate of return percentage for the capital planning request.
  24. Major Group—Enter the major group for the capital planning request.
  25. Group—Enter the group for which the capital request must be appropriated.
  26. Individual—Enter the individual element for the capital request.
  27. Additional Information—Enter additional information for the capital request as necessary.
  28. Default Authorizer—Enter the default authorizer for the capital request.
  29. 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.