29 Work with PM Projections

This chapter contains these topics:

• Section 29.1, "Working with PM Projections"

• Section 29.2, "Running the PM Projection Batch Update"

• Section 29.3, "Reviewing PM Projections"

29.1 Working with PM Projections

You can use PM Projections to collect and review detailed information about future maintenance tasks. For example, depending on the time period that you specify, you can review:

• All future maintenance for a piece of equipment or a class of equipment

• All future maintenance tasks by service type

• All future maintenance tasks at a specific location

29.2 Running the PM Projection Batch Update

Navigation

From Equipment/Plant Management (G13), choose Maintenance Planning

From Maintenance Planning (G1322), choose PM Projection Batch Update

Run the PM Projection Batch Update program to forecast parts and labor requirements for future PMs. When you run this program, you specify the dates for which you want the projection to apply.

The system uses information from a joined table based on the Equipment Master table (F1201) and the Maintenance Schedule table (F1207; specifically, the estimated occurrences value and the last completed date for each service type) to determine when a piece of equipment will be due for maintenance. The system also uses parts and labor resource information from the model work order to determine future parts and labor requirements.

When you run the PM Projection Batch Update, the system updates the following tables:

Table	Description
PM Projections (F13411)	The system uses information from this table to calculate values for the PM Projection Inquiry and the PM Projection Report.
Forecast table (F3460)	The system uses values from this table to calculate parts and labor requirements for projected PMs.

Note:

You must have purchased and installed Requirements Planning (system 34) and Capacity Requirements Planning (system 33) to use parts and labor planning functions. In addition, you must associate model work orders with PM schedules to supply the system with the necessary data to determine parts and labor requirements.

When you select PM Projection Batch Update, the system displays a versions list. The versions list includes DEMO versions that you can run or copy and modify to suit your needs. When you run a version, the system displays Processing Option Revisions before submitting the job for processing.

After you select the appropriate processing options, the system displays a message that the job was submitted to batch.

29.2.1 Before You Begin

• Create model work orders for PM schedules. See Section 15.6, "Creating a Model Work Order"

See Also:

• JD Edwards World Technical Foundation Guide for more information about running, copying, and changing DREAM Writer versions

29.2.2 Processing Options

See Section 56.1, "PM Projections (P13411)"

29.3 Reviewing PM Projections

Navigation

From Equipment/Plant Management (G13), choose Maintenance Planning

From Maintenance Planning (G1322), choose PM Projection Inquiry

You can use PM Projection Inquiry to review detailed information about future PMs. For example, you can review:

• Projected dates for PMs

• Projected service types for specific pieces of equipment

• Estimated hours for each service type

You can use any of the following types of information to limit the PM information that the system displays:

• Schedule dates

• Service types

• Equipment location

• Equipment number

• Category codes

To review PM projections

On PM Projection Inquiry

Figure 29-1 PM Projection Inquiry screen

Description of "Figure 29-1 PM Projection Inquiry screen"

1. Complete the following field:

   • Forecast Type

2. To limit your search to specific PM projection information, complete any of the following fields:

   • Service Type From and Thru

   • Service Date From and Thru

   • Location

   • Item Number

   • Category Codes

29.3.1 What You Should Know About

Topic

Discussion

Reviewing and revising projected PMs

You can review and revise information about projected PMs. From the MPS Daily Operations menu (G3412), choose Enter/Change Detail Forecast. From this screen you can: Manually revise forecast information for an existing projection Add or delete a parts forecast Enter descriptive text for the forecast You can access forecasts that you want to revise by item number, branch plant, forecast type, or any combination of these elements. If your forecast is extensive, you can specify a beginning request date to limit the amount of information that the system displays. Form-specific information When you revise information on Enter/Change Detail Forecast, the changes you make only affect the Forecast table (F3460). They do not affect the PM Projections table (F13411). See Revising Detail Forecasts in the JD Edwards World Manufacturing and Distribution Planning Guide for more information.