EMM: No Mechanism For "last Reading" For PM Schedules

(Doc ID 2354408.1)

Last updated on JANUARY 29, 2018

Applies to:

PeopleSoft Enterprise FIN Maintenance Management - Version 9.2 and later
Information in this document applies to any platform.

Symptoms

For asset loops where the loop option being used is “Individual Asset Meter Reading”, there is no mechanism to set the “last reading” on the loop PM schedule for any asset other than the one marked as the “default  scheduling” asset in the asset loop definition.  This results in the initial (and thus subsequent) PM Work Order being created for all assets in the loop other than the “default scheduling” asset at the incorrect time (ie  at the wrong accumulated meter reading).

Expected Behavior
----------------------------
The first PM work order for the non default asset in the loop should have been generated when the meter reading reached 18,000 but instead was generated when the meter reading reached 15,000 per the last meter reading for the default asset in the loop.

Steps
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This issue can be replicated by performing the following steps:

1) Two assets were created both having asset type = Auto, Asset Subtype = Fleet.
2) Associate an odometer meter with these 2 assets. Navigation: Asset Management > Service and Maintenance > Asset Meter Information > Establish Meter Reading.
3) Enter initial meter readings against these two assets. Asset 01 reading is 5,000 and asset 02 reading is 8,000. Navigation: Asset Management > Service and Maintenance > Asset Meter Information > Enter Meter Reading.
Note: Click the Activate icon and enter the “Reading” for each asset using the figures above.
4) Create asset Loop Definition: Include these two assets created above in the loop. Navigation: Maintenance Management > Preventive Maintenance > PM Schedule Management Setup > Maintenance Loop   
Note: You must select one of the assets as the “Scheduling Default” even though the Loop Option selected for this test should be “Individual Asset Meter Reading”.
5) Create the Loop Schedule. Navigation: Maintenance Management > Preventive Maintenance > PM Schedule Management Setup > Loop Schedule.
6) Run the Preventive Maintenance process to ensure that “no” WO is created based on the initial meter readings for the assets in the loop and the interval used in the loop schedule. Navigation: Maintenance Management > Preventive
Maintenance > Run Preventive Maintenance
7) Update the meter reading for the 2nd (non-default scheduling) asset in the loop from the current reading of 8,000 to 10,000. This “should not” trigger a PM WO creation for the non default asset because the initial meter reading was 8,000 (i.e. a
meter reading of 18,000 should however trigger a WO since that’s 10,000 above its last PM meter reading). Navigation: Asset Management > Service and Maintenance > Asset Meter Information > Enter Meter Reading.
Note: Click the Activate icon and enter the “Reading” of 10,000 for the non default asset in the loop.
8) Rerun the PM process for this loop schedule. No work order should be created.
9) Note that one work order was created. Validate the creation of that work order.
10) Update the meter reading for the non default asset from the current reading of 10,000 to 15,000.
11) Rerun the PM Process. Navigation: Maintenance Management > Preventive Maintenance > Run Preventive Maintenance.
12) Note that one work order was created for the non default asset. Validate the creation of that work order. The first PM work order for the non default should have been generated when the meter reading reached 18,000 but instead was generated when the meter reading reached 15,000 per the last meter reading for the default asset in the loop.

Business Impact:
------------------------

PM WOs are being created for all assets in the loop other than the “default scheduling” asset at the incorrect time (i.e.  at the wrong accumulated meter reading).

Cause

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