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. Open the PM Schedules form.
  2. Select the PM schedule with which to associate ERP resources, and then click the Resources tab.
  3. Click Add Resource.
  4. Equipment—Select an equipment to associate resources.
    The system automatically populates Equipment Description and Equipment Org.
    Note: Equipment must be associated to the PM schedule prior to associating resources.
  5. Resource—Select the resource to associate to the selected PM schedule equipment.
    The system automatically populates Resource Name and Accounting Entity.
  6. Operation Sequence—Enter the order in which the resource will be impacted when the equipment is taken down for maintenance.
  7. Cool-down Time (Hours)—Enter the time it takes in hours for the resource line to cool down before performing maintenance work.
  8. Warm-up Time (Hours)—Enter the time it takes in hours for the resource line to warm up before normal use.
  9. Downtime (Hours)—Enter the expected downtime in hours for the selected PM schedule and equipment.
  10. Active—Select to designate this resource line as active to display the resources on the PM work order.
  11. Offset—Select to designate this resource line as offset, or that the resource impacted by down equipment will overlap with the previous resource.
  12. Offset Value—Enter the amount of time in hours in which the resource impacted by down equipment, overlaps the previous resource.
  13. Click Submit.
    Note: To delete a resource association, select the resource record to delete, and then click Delete 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.