Creating a PM Schedule
Access the Equipment PM Schedule form.
- Schedule Type
Enter a value from UDC 13/ST (Schedule Type) that indicates the type of maintenance schedule. Values are:
Blank: Interval-Based Schedule. This type of preventive maintenance schedule uses a service interval to determine when maintenance should be performed. Examples include an oil change that occurs every 3000 miles or an inspection that occurs every 30 days.
1: Unscheduled Maintenance. This type of preventive maintenance schedule entails maintenance that is performed on an ad hoc basis. You use the Work With Unscheduled Maintenance program (P13UM) to specify when the scheduled maintenance should be performed. Examples include replacing a windshield or washing a vehicle.
2: Condition-Based Schedule. This type of preventive maintenance schedule uses an alert level, indicated by the condition of the equipment, to determine when maintenance should be performed. Examples include replacing tires based on their tread depth or replacing an electric motor that is overheating.
- Service Hours
Enter the hour interval for maintenance.
For example, tractors typically run 100 hours before needing an oil change. This field is the number of hours in the interval between maintenance occurrences.
- Service Miles
Enter the mileage interval for maintenance.
This field is the number of miles in the interval between maintenance occurrences.
- Service Fuel
Enter the fuel interval for maintenance.
This field is the amount of fuel in the interval between maintenance occurrences.
- Service Meter 4
Enter the meter 4 interval for maintenance.
This field is the interval between maintenance occurrences.
- Service Meter 5
Enter the meter 5 interval for maintenance.
This field is the interval between maintenance occurrences.
- Service Meter 6
Enter the meter 6 interval for maintenance.
This field is the interval between maintenance occurrences.
- Service Days
Enter the number of days to elapse before you schedule maintenance.
You can enter a service interval based on service days and schedule date. If you enter both service days and a schedule date, the system schedules the maintenance to come due based on the schedule date.
The system calculates subsequent schedule dates for maintenance based on the last completed date in conjunction with the service days interval.
- Schedule Date
Enter the date that you want to receive a reminder message about an asset.
This is the future date on which the scheduled maintenance is due. You can enter a service interval based on the schedule date and service days. If you enter both a schedule date and service days, the system schedules the maintenance to come due based on the schedule date that you indicate.
Subsequent schedule dates for maintenance are calculated based on the last completed date in conjunction with either the service days interval or frequency indicator.
- Frequency Indicator
Indicate the frequency at which the system schedules maintenance when used in conjunction with Schedule Date.
When maintenance is completed, the system automatically schedules the next maintenance according to the value that you enter in this field. Values are:
Blank: No frequency indicator.
1: Same date each month.
2: Last date each month.
3: Same date each quarter.
4: Same date each year.
5: Same day each week.
6: Semiannually (same date at six month intervals).
- Multiple W.O. Code (multiple work order code)
Enter a code to determine whether maintenance service types can be rescheduled and can come due again before the maintenance task for the originally scheduled service type has been completed. Values are:
Blank: One cycle (default). Maintenance is not rescheduled until the original maintenance task has been completed.
1: Multiple cycle with multiple work orders. When the service type has come due, it is automatically rescheduled to come due again regardless of whether the original maintenance is completed. Multiple work orders can accrue.
2: Multiple cycle. When the service type has come due, it is automatically rescheduled to come due again regardless of whether the original maintenance is completed. Only one work order can accrue.
3: Maintenance route. The Update PM Schedule program assigns the Maintenance route code to PM schedules that are generated through maintenance routes. These PM schedules are not repeated in the PM cycle. Maintenance tasks for all equipment indicated in the maintenance route are performed under a single work order.
Note: This value is a system-generated value. You should not manually enter a value of 3 in the Multiple W.O. Code field.4: Warranty. A code that indicates that the equipment is under warranty. The system provides a warning on the Work Order Inventory Issues form and the Purchase Request form (when accessed from the Work Order Parts Detail form).
When a PM that includes warranty service types is completed, the system includes the warranty service in the PM history record, but does not reschedule the warranty service types.
- Alert Level
Enter a value from UDC 13/AL (Alert Level) that indicates the functional status of a piece of equipment, as assessed by a condition-based maintenance system.
For maintenance schedules that are condition based, the JD Edwards EnterpriseOne Plant and Equipment Management system uses this code to determine whether maintenance is due.
Note: The system does not typically update the Alert Level field from this form. Typically, you manually update the alert level from the PM Backlog (P12071) program or automatically by a condition-based alert that comes into the system.- Last Completed Date
Enter the date of last maintenance.
- Model WO (model work order)
Enter a model work order.
- Procedure
Enter a list of valid codes for a specific UDC list.
- Occurrences
Enter the estimated number of occurrences per year for the service type.
The PM Projections program uses information from this field, in combination with the last completed date, to project future schedule requirements.
You can use processing options to automatically calculate the estimated occurrences, based on:
One year of PM history.
Two years of PM history.
Inception-to-date PM history.
If you use processing options to calculate the estimated occurrences, you cannot manually update this field.