Setting Up Maintenance Rules

Access the Maintenance Rules form.

To set up maintenance rules:

1. In an empty row, complete these PM-related fields in the detail area:

   • Asset Number

   • Service Type

   • Thru %

   • PM Status

2. Complete these work order-related fields:

   • WO Document Type (work order document type)

   • WO Type (work order type)

   • WO Status (work order status)

   • WO Priority (work order priority)

   • WO Desc. (work order description)

   • WO BU (work order business unit)

   • App Typ (application type)

   • WO BP (work order branch plant)

   • WO Customer (work order customer)

   • WO Site (work order site)

   • Crew Schedule

3. Complete these associated PM fields, if applicable:

   • Assoc. From (associated from)

   • Assoc. To (associated to)

4. Complete these fields that are related to projecting start dates:

   • Projected Start Date Method

   • Sampling Amount

   • Date - Projected From

5. Click OK.

Service Type

Enter a user-defined code that describes the preventive maintenance service to be performed or the service type for the work order.

Examples of codes include CLUTCH for adjust clutch, OIL for change oil, and 10H for 10 hour service.

Thru %

Enter a percentage measure that indicates how soon a piece of equipment needs maintenance.

This percentage is based on the greater of the actual date, miles, hours, or fuel consumption. A percentage of 090 indicates that the piece of equipment is almost due for maintenance. A percentage greater than 100 indicates that maintenance is past due.

The system uses this percentage to determine when to initiate the maintenance schedule. If the maintenance schedule is greater than or equal to the threshold percent, the schedule becomes due.

Miles, hours, and fuel are only examples of statistical units. You can define other statistical units that are appropriate to the organization within the AAIs for JD Edwards EnterpriseOne Plant and Equipment Management.

Note: The threshold percent field is not used for condition-based schedules. Condition-based schedules are initiated only by their alert-level value.

PM Status

Enter a value from UDC 12/MS (Maintenance Status) that indicates the maintenance status of a piece of equipment, such as 50 for maintenance due or 60 for waiting for parts.

Note: Status code 98 is reserved for canceled maintenance. Status code 99 is reserved for completed maintenance. Status code 01 (default) is reserved for initial maintenance setup.

WO Type

Enter a value from UDC 00/DT (Document Type) that indicates the type of work order such as maintenance, manufacturing, and so forth.

You can use work order document type as a selection criterion for work order approvals.

WO Status

Enter a value from UDC 00/SS (Work Order Status) that describes the status of a work order.

Use this field to indicate which status the system assigns when you create a work order for preventive maintenance.

Note: The system uses this status only when work order activity rules do not exist for the combination of the document type (DCTO) and the work order type (TYPS) for the new work order.

WO Priority

Enter a value from UDC 00/PR (Work Order Priority) that indicates the relative priority of a work order or engineering change order in relation to other orders.

A processing option for some forms lets you enter a default value for this field. The value then displays automatically in the appropriate fields on any work order you create on those forms and on the Project Setup form. You can either accept or override the default value.

WO BU

Enter a code that specifies which business unit the system charges for assigned work orders for scheduled maintenance. Values are:

1: Charge the charge-to business unit from the model work order.

2: Charge the responsible business unit from the F1201 table.

3: Charge the location business unit from the Asset Master File table.

4: Charge the responsible business unit as defined in the F17001 table.

WO BP

Enter a code that specifies which branch plant the system uses for assigned work orders for scheduled maintenance. Values are:

Blank: Use the branch plant from the model work order.

1: Use the branch plant from the equipment.

Note: If you select option 1, and the branch plant is not defined on the equipment record, the system will use the branch plant from the model work order.

Default Customer

Enter a code that specifies which customer the system uses for assigned work orders for scheduled maintenance. Values are:

Blank: Use the customer from the model work order.

1: Use the customer from the equipment.

Default Site

Enter a code that specifies which site the system uses to assigned work orders for scheduled maintenance. Values are:

Blank: Use the site from the model work order.

1: Use the site from the equipment.

Crew Schedule

Enter a 1 in this field if you wish to have the system attempt to create a crew schedule when PM work orders are generated.

Blank: PM generated work orders will be added to the backlog of unscheduled work.

Note: Since Maintenance Rules are also used as part of the PM Projection generation process, this field is used to control whether PM Projection records display on the crew scheduling workbench.

Assoc. From

Enter the first value in a range of codes from UDC 12/MS (Maintenance Status) that specifies which associated service types that are already scheduled for maintenance should be grouped together.

These service types are grouped with the primary service type and assigned to the same work order. For example, if a monthly vehicle inspection and an annual vehicle inspection occur in the same month, the system groups the monthly inspection (associated service type) with the annual inspection (primary service type) and assigns it to the same work order.

Projected Start Date Method

Enter a value from UDC 13/PM (Projection Method) that specifies the method that the system uses to calculate the projected start date for a work order.

Sampling Amount

Enter the number of days or transactions that the system uses for a sample of past meter readings from the F0911 table.

Caution: Using a large number in this field might negatively affect the system performance.

Date - Projected From

Enter a value from UDC 13/PD (Projection from Date) that specifies the date that the system uses to calculate the projected start date for a new work order.