Planned Maintenance Job Schedule

This program lets you create a maintenance schedule per asset or equipment code. The jobs created in this program will always be planned maintenance jobs.

Exploring

Things you can do in this program include:

  • Schedule single or recurring maintenance jobs per asset or equipment code.

  • Edit the details of the maintenance job, such as start or end date, WIP branch, etc.

  • Access the Planned Maintenance Job Schedule program to view the schedule.

This program is accessed from the Program List of the SYSPRO menu:

  • Program List > Enterprise Asset Management > Transaction Processing

Enterprise Asset Management (EAM) is a comprehensive approach to managing an organization's physical assets throughout their entire lifecycle, from acquisition to disposal. SYSPRO'S Enterprise Asset Management module focuses on the activities required to effectively manage the maintenance of machinery, parts, and other equipment to maximize their value, reduce costs, and ensure they contribute effectively to the organization's goals.

Planned maintenance within the Enterprise Asset Management module refers to scheduled maintenance activities that are pre-determined and performed at regular intervals using a planned schedule. This maintenance is carried out to prevent unexpected breakdowns and ensure continuous operation, regardless of the current condition of the asset.

Unplanned maintenance within the Enterprise Asset Management module refers to maintenance activities that are performed in response to unexpected equipment failures or breakdowns. These are unanticipated events that require immediate attention to restore the equipment's functionality. Unlike planned maintenance, unplanned maintenance disrupts normal operations and often incurs higher costs due to urgent repairs and unavailability of spare parts or resources.

Topics

Planned Maintenance

Starting

  • The Enterprise Asset Management module must be installed.

You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the Electronic Signature Configuration Setup program).

Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.

Controls access to the Add function in the Planned Maintenance Job Schedule program.

Controls access to the Change Line function in the Planned Maintenance Job Schedule program.

Controls access to the Delete function in the Planned Maintenance Job Schedule program.

Controls access to the Schedule Recurring Jobs function in the Planned Maintenance Job Schedule program.

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

You can restrict operator access to programs by assigning them to roles and applying access control against the role (configured using the Role Management program).

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

The Setup Options program lets you configure how SYSPRO behaves across all modules. These settings can affect processing within this program.

Setup Options > Configuration > Manufacturing > Enterprise Asset Management

  • Expense accounts only
  • Equipment serial mandatory
  • Allow zero cost non-stocked components
  • Date calculation method for planned jobs

Setup Options > Preferences > Manufacturing > Enterprise Asset Management

  • Structure amendment journals required
  • Operation amendment journals required
  • Structure sequencing required
  • Key type
  • Default sequence number

Setup Options > Configuration > Manufacturing > Work in Progress

  • Job classification required

Setup Options > Configuration > Distribution > Inventory> Show Warehouses hyperlink

  • Maintenance warehouse

Setup Options > Preferences > Manufacturing > Bill of Materials

  • Default WIP branch

Setup Options > General Ledger Integration > Work in Progress Ledger Codes

  • General ledger control accounts

Setup Options > General Ledger Integration > Assets Ledger Codes

  • Capex in progress

Solving

You can only maintain jobs in this program before the start date of the scheduled job.

Once the job start date has been reached (i.e. the job has commenced), the job must be maintained using the Maintenance Job Entry program.

Using

  • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

  • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

Referencing

This lets you select the equipment code for which you want to view the planned maintenance job schedule.

This lets you enter or select a unique service type code.

Select this to only view information for completed maintenance jobs.

Select this to access the Planned Maintenance Job Schedule program.

This lets you capture a new data record.

This deletes the highlighted data record.

Select this to schedule multiple recurring jobs for the equipment code and service type selected.

The Schedule Recurring Jobs window will be displayed.

Field Description

Start date

This lets you select when the maintenance job is scheduled to start.

You can only maintain the start date program before the planned maintenance job has commenced.

Once the job start date has been reached (i.e. the job has commenced), the job must be maintained using the Maintenance Job Entry program.

End date

This lets you select the date when the maintenance job is scheduled to end.

This field is only enabled if the Date calculation method for planned jobs setup option is defined as Manual dates (Setup Options > Configuration > Manufacturing > Enterprise Asset Management).

Created date

This indicates the date when the job was scheduled.

Job description

This indicates a description of the maintenance job.

WIP ledger code

This lets you specify the WIP ledger account against which the financial transactions will be posted.

The default ledger code depends on the integration level of Work in Progress to the General Ledger, which is specified at the Apply integration level at setup option:

  • If the integration is defined at WIP branch level, the WIP control account defined against the branch in the WIP Branch Maintenance program is displayed.

  • If the integration is defined at Job classification level, the WIP control account defined against the job classification in the Job Classification program is displayed.

  • If the integration is defined at Company level, the ledger account defined in t the Preferences settings of the Job Entry program is used.

  • If none of these are defined, then the field defaults to the control account specified at company level that is defined at the Work in progress setup option at the General ledger control accounts section.

If this job is created using the Asset Capex Items program, the following applies:

  • If the Assets module is integrated to the General Ledger, then this defaults to the ledger account defined at the Capex in progress setup option and can't be changed (Setup Options > General Ledger Integration > Assets Ledger Codes).

  • If the modules are not integrated, then you can enter the ledger code.

Job classification

This indicates the job class that is used when the Job classification required setup option is enabled (Setup Options > Configuration > Manufacturing > Work in Progress).

Job confirmed

A tick indicates whether the planned maintenance job is confirmed.

A scheduled job is confirmed by default, but can be unconfirmed.

Job

This indicates the job number of the planned maintenance job.

Job status

This indicates the current status of the planned maintenance job.

Link to capex

This indicates whether the equipment that will be maintained is linked to capex.

This defaults to the selection made at the Capex item field against the equipment code within the Equipment Code Maintenance program, but can be changed.

Status

This indicates the status of the maintenance schedule.

Error messages

This displays any error messages after the data is saved and validated.

Job delivery date

This indicates the date when the maintenance job is scheduled to end.

Job start date

This indicates the date when the maintenance job is scheduled to start.

Line

This indicates the line number on the grid or listview.

WIP branch

This indicates the WIP branch that is used when processing the transaction.

The WIP branch defined at the Default WIP branch setup option is displayed by default (Setup Options > Preferences > Manufacturing > Bill of Materials).

This lets you create the recurring jobs for the equipment code and service type selected.

Field Description

Number of schedules to create

This lets you select the number of planned maintenance iterations you want to create for the equipment type and service type selected.

Schedule to be projected by

Select this if you want to schedule a maintenance job every certain number of days.

You can then specify the number of days at the Schedule period in days field.

Select this if you want to schedule a maintenance job on a specific day of every month.

Schedule period in days

This lets you enter the interval (in days) at which the maintenance job should recur, e.g. enter 2 if the maintenance job should be scheduled every 2 days.

Schedule start date

This lets you specify the date when the planned maintenance schedule starts.

Job details

 

Job description

This indicates a description of the maintenance job.

Job classification

This indicates the job class that is used when the Job classification required setup option is enabled (Setup Options > Configuration > Manufacturing > Work in Progress).

WIP branch

This indicates the WIP branch that is used when processing the transaction.

The WIP branch defined at the Default WIP branch setup option is displayed by default (Setup Options > Preferences > Manufacturing > Bill of Materials).

WIP ledger code

This lets you specify the WIP ledger account against which the financial transactions will be posted.

Link to capex

This indicates whether the equipment that will be maintained is linked to capex.

This defaults to the selection made at the Capex item field against the equipment code within the Equipment Code Maintenance program, but can be changed.

Job confirmed

A tick indicates whether the planned maintenance job is confirmed.

A scheduled job is confirmed by default, but can be unconfirmed.