Manage Maintenance Forecast Across Organizations

Maintenance programs define and generate a preventive maintenance forecast for one or more affected assets in a maintenance-enabled organization. The forecast is then used as the basis for creating preventative maintenance work orders, thus reducing the workload for maintenance planners and allowing them to focus on maintenance program auditing, optimization, and exception-based events.

Customers with assets, such as vehicles that travel to different locations and across operating and maintenance organizations, require the ability to forecast asset maintenance programs across all organizations and decide when and where a specific asset will be maintained based on its expected location as of the maintenance due date. For assets that are only maintained in their same operating organization, customers may still want the flexibility to adjust the date when the asset will be maintained.

With this update, you can perform the following actions using the new Manage Forecast page.

• View details about the due date, including the source maintenance program, work requirement and forecast method.

• Provide a requested due date that's different than the forecasted due date. The due date must be after the last due date and before the next due date in the forecast for an asset.

• Provide a requested work order location that's different than the forecasted location. This is only available if the forecast line was created from a program that's enabled for assets across organizations. The requested location must also be enabled for maintenance and have matching work definitions defined. Additionally, to create work orders for assets across organizations you must either define organizational relationships between maintenance organizations or enable a new parameter that will not require relationships.

• Skip a due date in the past, present or future where there isn't an active work order. Skipping a due date will suppress the creation of a work order for the due date by the scheduled process.

• Unskip a due date in the past, present or future. Unskipping a due date will enable the creation of a work order for the due date manually or by the scheduled process. If the due date is in the past, you can manually create a work order.

• Create a work order for a due date in the past, present or future. This can be for any due date, regardless if it's set to automatically or manually create a work order. This action launches a concurrent process request to create the work order.

• Cancel a work order for a due date in the past, present or future. You can cancel an existing work order, then manually create a new work order on a the same or different date or location. A work order can only be canceled if there haven't been any transactions record. Examples are operation completion, material issue, or resource reporting.

Manage Maintenance Forecasts Page

You can now effectively manage the preventative maintenance on assets that operate both within and across organizations over time using the Manage Forecast page. With this feature, you can plan centrally while executing maintenance anywhere.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management  No Longer Optional From: Update 24C

Tips And Considerations

• If you want to define a requested start date or location, you must enable your maintenance programs to allow assets across organizations. Else, you wouldn't be able to define a requested work order location for a due date.

• Defining a requested start date or location will freeze the forecasted due date, and all previous due dates in history that don't have work orders. Generating the forecast for the program will only update and refresh due dates from the last frozen date in history. Therefore, care should be taken when defining a requested start date and location for due dates into the future.

• To create work orders for assets across organizations you must either define organizational relationships between maintenance organizations or enable a new parameter that wouldn't require relationships. For additional information on managing work orders across organizations, refer the Set Up Maintenance Organization Relationships section in the Implementing Manufacturing and Supply Chain Materials Management guide.

• If you want to fully control the creation of work orders for an asset due date, then you must define the work orders creation option as manual in the work requirement. Else, you should leave the option set to automatic and use the scheduled process to generate work orders for due dates.

Key Resources

• Review maintenance programs section in the user documentation.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Maintenance Forecasts (MNT_MANAGE_MAINTENANCE_FORECASTS_PRIV)
• View Maintenance Forecasts (MNT_VIEW_MAINTENANCE_FORECASTS_PRIV)

These privileges are new in this update.