Preventive Maintenance Setup: Groups, Territories and Route DFF Questions (Doc ID 746851.1)

Last updated on SEPTEMBER 06, 2016

Applies to:

Oracle Field Service - Version 12.0.4 to 12.0.4 [Release 12]
Information in this document applies to any platform.
***Checked for relevance on 04-Sep-2013***


Goal

According to the Oracle Consulting instructions it is necessary to define two groups and two territories for Preventive Maintenance (PM) –

Introduction: In order for Preventive Maintenance to work properly two territories must be set up. The first territory is for the PM Scheduler and the second is for the actual team(s) of Field Service Engineers who will perform preventive maintenance tasks. The rules for assigning/routing of Preventive Maintenance Service Requests are different than those that govern assigning/scheduling of regular Field Service Technicians.  This step is crucial to the proper operation of Preventive Maintenance.


Note: You MUST create a Scheduler Territory, even if you only have a single Preventive Maintenance Territory.

1. Preventive Maintenance(PM) generation program does NOT seem to use territories at all. Is that right?

2. Why are two territories needed and exactly how are they used by the PM program?
Which program uses the territory?
 If all that uses the territory is the assignment manager - it will not assign a task the way the documentation says to set up the territory.

3. What does the route descriptive flexfield do for PM– there is no description for this – or is it only required because CMRO uses it, but is not used in PM?

4. What are PM groups used for – is a special group for PM required, or can  any group be used?  What function do these groups provide?
There is no designation on the group that it is a PM group - so what is the benefit of this?

Solution

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