Associating ERP resources to PM schedules

Associate ERP resources to selected PM schedules for specific equipment. The system copies these ERP resources to planned work orders in order to communicate equipment downtime for any resources impacted when the selected equipment is taken out of service for the specific work order.

A resource is a line of products, equipment, or materials used to complete a job.

To associate ERP resources to PM schedules:

  1. Select Work > WO Planning > PM Schedules.
  2. Select the PM schedule with which to associate ERP resources, and then click the Resources tab.
  3. Click Add Resource.
  4. Specify this information:
    Equipment
    Select an equipment to associate resources.
    Note:  Equipment must be associated to the PM schedule prior to associating resources.
    Resource
    Select the resource to associate to the selected PM schedule equipment. The system automatically populates Resource Name and Accounting Entity.
    Operation Sequence
    Specify the order in which the resource will be impacted when the equipment is taken down for maintenance.
    Cool-down Time (Hours)
    Specify the time it takes in hours for the resource line to cool down before performing maintenance work.
    Warm-up Time (Hours)
    Specify the time it takes in hours for the resource line to warm up before normal use.
    Downtime (Hours)
    Specify the expected downtime in hours for the selected PM schedule and equipment.
    Active
    Select to designate this resource line as active to display the resources on the PM work order.
    Offset
    Select to designate this resource line as offset, or that the resource impacted by down equipment will overlap with the previous resource.
    Offset Value
    Specify the amount of time in hours in which the resource impacted by down equipment, overlaps the previous resource.
  5. Click Submit.
    Note: When deleting a resource, the system deletes the resource if the resource is not indirectly related to the selected equipment by parent equipment.

    To associate resources to the PM schedule not associated with the selected equipment, click All Resources. Select a resource, and then click Submit.

    To refresh resources associated, select the resource record to refresh, and then click Refresh Resources.

    To view the resource history for the selected PM schedule, click View Resource History.

Parent topic: Creating preventive maintenance work orders