Edit

1. Create Work Order

Specify whether the system creates work orders for qualifying maintenance items that have model work order numbers. Values are:

Blank: Do not create a work order.

1: Create a work order.

2. Work Order Start Date

Specific Start Date:

Specify a specific start date to use when creating assigned work orders.

Note: If you enter a value for this processing option, the Default System Date, and Project the PM and WO Start Date processing options should be set to blank.

Default System Date:

Specify the date to use when creating assigned work orders. Values are:

Blank: Do not use the system date.

1: Use the system date.

Note: If you enter 1 for this processing option, the Specific Start Date, Project PM, and WO Start Date processing options should be set to blank.

Project the PM and WO Start Date:

Specify whether the system forecasts the start date for preventive maintenance and work orders. Values are:

Blank: Do not forecast the start date.

1: Forecast the start date.

3. Past Projected Dates

Specify whether the system allows projected start dates to be calculated as dates in the past. Values are:

Blank: Do not allow dates in the past.

If you leave this processing option blank and a past date is calculated, the system uses the system date.

1: Allow dates in the past.

4. Work Order Cross Reference

Specify the value for the work order cross-reference. Values are:

Blank: Equipment's immediate parent.

1: Equipment's top level parent.

2: Value from model work order.

5. Create Individual Resource Assignments

Specify an option to automatically create individual resource assignments based on the Assigned To (ANP) address book number on the new work order.

The system verifies that the address book number appears in the Resource Master table (F48310).

This processing option applies only when the Update PM Schedule Status program (R12807) creates a work order, not when the program updates an existing work order. Values are:

Blank: Do not create assignments.

1: Create assignments.

6. Work Center

Specify a work center for which the system generates only work orders for service types, the model work orders of which include the specified work center in their routing instructions.

When you specify a work center, the program does not generate work orders for service types that have come due, but whose model work orders do not include the specified work center in their routing instructions.

Blank: Do not screen service types.

7. Update Last Completed

Specify whether the system updates the last completed statistics for all selected records as of the last completed date. Values are:

Blank: Do not update the last completed statistics.

1: Update the last completed statistics.

Note: If you select to update the last completed statistics, use data selection to limit the updated records to only preventive maintenance records that are not complete. Doing so limits excessive processing time.

8. Estimated Occurrences

Specify how the system calculates estimated occurrences of a PM. Values are:

Blank: Do not calculate.

1: Calculate occurrences based on one year of PM history.

2: Calculate occurrences based on two years of PM history.

3: Calculate occurrences based on PM history from inception to date.

4: Do not calculate estimated occurrences (default).

9. Forecast Type

Specify the forecast type that the system uses to determine whether the assigned work order and labor detail created should be added to the schedule for crew scheduling. If this processing option is populated, the system will check the PM Projections (F13411) table using the asset number, service type, forecast type, and work order date to determine whether the work should be added to the schedule. If the record that is found in the PM Projections table indicates that the work should be added to the schedule, the document type will be checked against UDC 48/RL (Resource Level) to determine whether the schedule records are created at the work order or labor detail level.

Note: If you have this processing option populated, you must be using the work order start date processing option that projects the work order and PM start date. You should not use the processing options that enable you to either enter a specific date or use the system date.