## Setting Up Preventive Maintenance

This chapter provides an overview of automatic accounting instructions (AAIs) for preventive maintenance (PMs) and discusses how to set up PM rules for schedules.

### Understanding AAIs for PMs

AAIs define the rules by which PMs and JD Edwards EnterpriseOne General Ledger interact. When you define AAIs, you establish how the system processes transactions for various programs.

See Also

Setting Up Automatic Accounting Instructions

Automatic Accounting Instructions

Entering Additional Asset Information

#### Preventive Maintenance AAIs

Preventive maintenance AAIs consist of:

- AT00 - Identifies the statistical account for units, such as hours.

- FMA - Identifies the statistical account for units, such as fuel.

- FMB - Identifies the statistical account for units, such as miles.

- FMC - Identifies the statistical account for the original meter reading that corresponds to the FMA statistical account.

- FMD - Identifies the statistical account for the original meter reading that corresponds to the FMB statistical account.

- FME - Identifies the statistical account for the original meter reading that corresponds to the AT00 statistical account.

- FMF - Identifies the statistical account for meter 4 units.

- FMG - Identifies the statistical account for meter 5 units.

- FMH - Identifies the statistical account for meter 6 units.

- FMI - Identifies the statistical account for the original meter reading that corresponds to the FMF statistical account.

- FMJ - Identifies the statistical account for the original meter reading that corresponds to the FMG statistical account.

- FMK - Identifies the statistical account for the original meter reading that corresponds to the FMH statistical account.

#### FMA, FMB, FMF, FMG, FMH, and AT00 AAIs

The system uses these AAIs to determine the statistical accounts to use when equipment accumulates units such as miles, hours, fuel, and so on. The system uses statistical units to track equipment use. Programs that use these AAIs include:

- Meter Readings

- PM Schedule

- Update PM Schedule

- PM History and Completion

- Equipment Cost Analysis

When you set up FMA, FMB, FMF, FMG, FMH, and AT00 AAIs, you can set them up to be company-specific. In addition, you must apply these rules:

- Include a business unit and object account for each AAI.

- Do not include a subsidiary account.

  Note. If you perform preventive maintenance based on equipment use measured by billed hours, you can use the same accounts for these AAIs as you use for billing accounts. AAIs applicable to equipment billing include FTC, FTC1-FTC0, and FTxx.

#### FMC, FMD, FME, FMI, FMJ, and FMK AAIs

The system uses these AAIs to define the statistical account that records the original meter reading as determined by the Meter Readings program. Each of these AAIs corresponds to a statistical account:

- FMC corresponds to the FMA account.

- FMD corresponds to the FMB account.

- FME corresponds to the AT00 account.

- FMI corresponds to the FMF account.

- FMJ corresponds to the FMG account.

- FMK corresponds to the FMH account.

When you set up FMC, FMD, FME, FMI, FMJ, and FMK AAIs, you can set them up to be company-specific. Additionally, you must apply these rules:

- Include a business unit and object account for each AAI.

- Do not include a subsidiary account.

### Setting Up PM Rules for Schedules

This section provides an overview of PM schedules and maintenance rules, lists prerequisites, and discusses how to set up maintenance rules.

See Also

Setting Up Standard Procedures

#### Understanding PM Schedules

PM schedules are the foundation of the preventive maintenance program. PM schedules determine the types of service and the frequency of each service type for each piece of equipment that you maintain. Before you can use the preventive maintenance features of JD Edwards EnterpriseOne Plant and Equipment Management, you must provide the system with this PM schedule information:

Standard Procedures

When you set up a PM schedule for a piece of equipment, you can assign standard procedures to the various maintenance tasks. The system uses standard procedures in the same way as user-defined codes with the exception that you can attach virtually unlimited text to a standard procedure.

Standard procedures on the PM schedule are only used if you are not using model work orders which also support standard procedures.

Maintenance Rules

When you set up a PM schedule for a piece of equipment, you need to define maintenance rules for the system to use when processing the schedule. Maintenance rules define when preventive maintenance will be scheduled and provides default values to work orders.

#### 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.

How the System Applies Maintenance Rules

The system searches for rules to apply to a maintenance task by using this sequence:

1. Searches for and applies a rule for which both an equipment number and a service type are assigned.

2. Searches for and applies a rule for which an equipment number but no service type is assigned.

3. Searches for and applies a rule for which a service type but no equipment number is assigned.

4. Applies the global default rule for which no equipment number or service type is assigned.

At a minimum, you must set up a global default maintenance rule with a blank equipment number and a blank service type. For any equipment with maintenance rules that must deviate from the global default rule, you can create specific rules that include the equipment number and service type. You can also set up default rules by:

- Equipment number with no service type.

- Service type with no equipment number.

How the System Calculates Projected Start Dates

The Maintenance Rules program (P1393) includes these fields on Maintenance Rules (W1393A), which relate to calculating start dates for work orders:

- Projected Start Date Method

- Sampling Amount

- Date - Projected From

Use the Projected Start Date Method field to specify how the system calculates the new start date for work orders. Methods are:

- Sampling Days method

  This method uses the number of days value that is entered in the Sampling Amount field to retrieve past F0911 table transactions; the default value is 365 days. This method also uses the date in the Projected Date - From field; the default value is the Last Completed Date.

  The system determines the change in meter readings based on the earliest and latest readings in the Sampling Days time period. A daily average is calculated by taking the change in meter readings and dividing this number by the number of days between the earliest and latest meter transactions in the date range.

  To project the start date, the system uses the daily average to calculate how many days remain until maintenance is due.

- Sampling Readings method

  This method uses the number of readings value that is entered in the Sampling Amount field to retrieve past F0911 table transactions; the default value is 5 meter readings. This method also uses the date in the Projected Date - From field; the default value is the Last Completed Date.

  The system determines the number of days between the earlier and latest meter readings. A daily average is calculated by taking the number of readings divided by the number of days.

  To project the start date, the system uses the daily average to calculate how many days remain until maintenance is due.

- Percent Due method

  This method uses the percent due of the preventive maintenance schedule and determines how many days it took to get to that point. The system calculates this percentage by taking the current meter reading and subtracting it from the last completed meter reading. The result is then divided by the service interval to obtain the percentage.

  To project the start date, the system calculates the remaining days by using the remaining percent and determining how many days it takes to reach 100 percent.

Use the Sampling Amount field for both the Sampling Days method and the Sampling Readings method to specify how many days or readings the system looks back in the Account Ledger when calculating new start dates for work orders.

Use the Date - Projected From field to specify the date that the system uses in projecting start dates. You can select either the Last Completed Date or the Through Date.

#### Prerequisites

Before you complete the tasks in this section:

- Set up these user-defined codes (UDCs):

  - Service Types (12/ST).

  - Maintenance Status (12/MS).

  - Work Order Document Type (00/DT).

  - Work Order/ECO Type (00/TY).

  - Work Order Priority (00/PR).

  - Work Order Status (00/SS).

- On the Edit tab of the processing options for Update PM Schedule Status (R12807), set these processing options:

  - Project the WO and PM Start Date: set to project start dates.

  - Past Projected Dates: set to allow or not allow dates in the past.

#### Form Used to Set Up Preventive Maintenance Schedule Information

Form Name | FormID | Navigation | Usage
Maintenance Rules | W1393A | Maintenance Setup (G1345), Maintenance Rules | Set up maintenance rules. Maintenance rules determine when the system schedules preventive maintenance tasks.

#### 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. Warning! 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.