Generating PM Work Orders based on Meter Readings

You can generate the PM Work Orders automatically on updating the meter readings instead of based on estimated dates. In order to achieve this you need to check following two check boxes in PM on Frequency tab:

• Generate WO Based on Meter Reading (Do Not Estimate)?
• Generate WO When Meter Frequency is Reached?

Courtesy: An old compilation from Infy Team

Addition of Invoice charges to Work Order actuals

If there is variance between PO & Invoice price, on approval of Invoice, the variance amount get added to the actuals to the Work Order. Even if the Work order has been closed, the variances get updated.

However, if extra services such as freight charges etc are received in a separate invoice and if WO has already been closed, they cannot be charged to WO.

Courtesy: An old compilation from Infy Team

Ordering Direct Issue Materials in maximo

If you cancel a PR which has WO reference (because of direct issue materials), the planned items on WO become available again for re-ordering. The PR cancellation process removes the PR reference from WO.

If you convert a PR, which has WO reference (because of direct issue materials), into a PO and then approve the PO, maximo closes the PR. If you cancel that PO, maximo re-opens the PR. No impact on WO, because you can again convert that PR into a new PO.

If you cancel a WO which has direct issue items, and a PO has been raised for those items, maximo gives you a warning that a PO exists for this WO but you can cancel it. If you go ahead with the WO Cancellation, you cannot receive the material against the PO. However, if you close the WO instead of cancel, you can receive the material against closed work order.

Courtesy: An old compilation from Infy Team

Working on Tools

You can store/reserve the tools in maximo. There are two applications to support tools functionality “Tools” & “Stocked Tools”. The Tools application is similar to Item Master application and Stocked Tool similar to Inventory.

All the features applicable to item/inventory functionality are available to tools with exception of reordering.

Courtesy: An old compilation from Infy Team

How is Required Date for an item in Work Plan populated

The Required Date for an item in Work Plan Materials tab is populated by Schedule Start Date for the 1^st time. It works in following way for different kind of items:

1. Stock Items – Required Date is read-only and gets populated by Schedule Start Date for the 1^st time. Further changes to Schedule Start date do not get a reflection in Required Date. However, during material reservation on WO approval, the materials get reserved as per the Schedule Start Date bypassing the required date.

2. Direct Items – Required Date is editable and gets populated by Schedule Start Date for the 1^st time. Further changes to Schedule Start date do not get a reflection in Required Date. You can manually edit this date and PRs get generated based on this date (Required Date).

In both the above cases, if Schedule Start Date has not been specified, then Target Start Date gets defaulted to Required Date. If both the dates are present, then Schedule Date takes precedence over Target Date. If none of the date exists, then system date is defaulted.

Courtesy: An old compilation from Infy Team

How To Suppress PM Work Order Generation

If you do not want to generate the work order from a meter based PM based on estimated value, then you should check both “Generate WO Based on Meter Reading (Do Not Estimate)” & “Generate WO When Frequency is reached” check boxes.

Courtesy: An old compilation from Infy Team

Field Values While Creating Workorder From Preventive Maintenance

If you create a Work Order from a PM, which has a Job Plan attached to it, Maximo copies the Job Plan’s Duration to Work Order’s duration and also populates the Target Finish Date as target Start Date + Duration. However, manual creation of Work Order does not follow this rule.

Courtesy: An old compilation from Infy Team