Understanding Maintenance Rules

To use the preventive and condition-based maintenance features in JD Edwards EnterpriseOne Plant and Equipment Management, you must set up maintenance rules. Maintenance rules determine when the system schedules preventive maintenance tasks. In addition, maintenance rules can:

• Determine the status of scheduled tasks.

• Assign default values for the assigned work order.

• Assign default values for the business unit to be charged for the maintenance task.

• Determine when maintenance is due, based on threshold percentages.

For example, assume you have defined a service type for equipment lubrication that has a 100-hour maintenance interval. Also assume that you have defined maintenance rules for that service type which direct the system to assign a maintenance status of 50 (Maintenance Due) whenever 100 hours have elapsed. After 100 hours have elapsed and you update the PM schedule status, the system automatically assigns a maintenance status of 50 to the PM for equipment lubrication.

In addition to assigning a maintenance status to PMs, you use maintenance rules to:

• Define the threshold percentage when maintenance is due.

• Determine the assigned work order status, type, and priority if you use model work orders.

• Specify the status of associated service types that might already be scheduled, and combine work orders for associated service types to the work order for the primary service type.

• Determine default location from Branch Plant, Customer, and Site.

• Determine the assigned work order document type, order type, and priority if you use model work orders.

• Determine if assigned work order is added to the crew schedule or unscheduled backlog when created.