PeopleSoft Maintenance Management Integration with PeopleSoft Asset Management

The purpose of PeopleSoft Maintenance Management is to enable users to create work orders to maintain and repair assets. Therefore, users must select the assets that require work directly in PeopleSoft Maintenance Management. To accomplish this, PeopleSoft Maintenance Management integrates with the PeopleSoft Asset Management asset repository.

Users can:

  • Search for an asset based on the asset tag number, serial ID, asset ID, Asset Management business unit, asset description, asset location, asset area ID, asset criticality, asset type, asset subtype, manufacturer ID, model, asset status, asset component hierarchy, and whether the asset is a linear asset directly from the work order.

    You can also refine your search when you select the asset type, asset subtype, manufacturer ID, and model by clicking a Supplemental Data Criteria link, which uses the selected asset characteristics and displays associated supplemental data information such as Maintenance Information, Hardware Information, and Machinery Information, depending on the selected characteristics.

  • Indicate whether they want to identify an asset by serial number, asset ID, tag number, or vehicle identification number (VIN) in the work order business unit.

  • Access any warranties that are associated with an asset that you identify in the work order and create warranty claims, when applicable, directly from the work order.

  • Access Asset Maintenance History from the work order for the selected asset.

  • Access the asset repository to identify tools by their asset characteristics (asset type, asset subtype, manufacturing ID, model) for use in completing work order tasks.

  • Optionally select inventory, non-inventory, and other procurable materials from one or more Equipment Parts List (EPL) templates, which are set up in PeopleSoft Asset Management, and copy your selections to the work order task or work order ask template.

  • Optionally select inventory, non-inventory, and other procurable materials select work order task and add them, if authorized, to one or more EPL templates defined for the asset selected for the work order task or the Work Order Task Template.

  • Optionally define common problems, the cause of problems, and the resolution of problems, and create various combinations of these features into problem groups.

    When you create a problem group, you can associate it with an asset type, subtype, manufacturer, and model to help users quickly sort through the list of possible solutions to an asset's problems.

  • Enter and track the downtime of an asset at the work order task level.

  • Automatically track component changeouts, which means that you can remove, replace, and retire a capital asset that belongs to a parent asset.

    You can retire all kinds of assets, as well as install a capital asset component in a parent asset, using a work order in PeopleSoft Maintenance Management.

  • Use the Asset Cost Maintenance Inquiry to analyze work order and non-work order related asset maintenance costs for assets based on a specified time frame.

When you create preventive maintenance schedules to generate preventive maintenance work orders for an asset, a group of assets (loop), or an asset location, you can determine the maintenance that is due based on meter-based readings and the passage of time. The Preventive Maintenance process (WM_PM) and the Preventive Maintenance Projection process calculate the next date due for preventive maintenance work orders or projections based on the scheduled recurrence pattern of the Preventive Maintenance schedule or the meter reading values that are found in the PeopleSoft Asset Management Meter Reading table and PeopleSoft Asset Management Meter History.

You can set up capitalization filters in PeopleSoft Maintenance Management to control which costs are sent to PeopleSoft Asset Management for capitalization or for inclusion in the cost of removal when retiring an asset. Although the costs to capitalize or to consider as costs of removal are attributable to work orders that are created in PeopleSoft Maintenance Management, PeopleSoft Project Costing collects the costs, summarizes them, and transmits them to PeopleSoft Asset Management for the appropriate accounting treatment.