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PM Action Due Date vs Actual Finish Date

  • October 8, 2021
  • 6 replies
  • 334 views

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Is there a way of identifying the ‘Due Date’ of a completed PM Action?

 

Once a PM Action has the Work Order Generated and Closed, the Due Date is removed and the Planned Date updates to the Date the Work Order was prepared.

I need a way of knowing what Planned Date was so I can report ‘Required Maintenance in a Period’ vs ‘Completed Maintenance in a Period’.

 

How do I best achieve this? 

Best answer by Thommy

Tested on Update 11 and with Calendar based PM the Due Date stays.

But perhaps you have another setup then I test on.

Anyway, the only way forward as I see it is to make use of the dates on the work tasks created from the PM to do the ‘Required Maintenance in a Period’ vs ‘Completed Maintenance in a Period’. 

The other way would be to make use of the maintenance window Earliest Start -- Latest Finish and compare Last Work Task Completion Date (or Last Work Task Step Completion Date if you are merging PM’s) with that date window.

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6 replies

Nethmini Kosvinna
Superhero (Partner)
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Hi @lisa.gilesAB ,

What is the IFS application and the UPD you are using ?

 

Thanks ,

Nethmini


Thommy
Hero (Employee)
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  • Hero (Employee)
  • October 11, 2021

Hi @lisa.gilesAB 

If you are using Application 10 the Due Date stays even after closing of the Work Order, so I assume that you are not using Application 10 but an earlier release.

Without testing it out in your version, I would think that you would need to go on the planned and actual dates on the Work Order to get what you want.


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  • Author
  • Sidekick (Customer)
  • October 20, 2021

I am using IFS App 10. Once the Work Order has been generated the Due Date and Planned Date are clearing so I have no way of measuring when the Task should have been completed as I can no longer see that information? 

 

 


Thommy
Hero (Employee)
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  • Hero (Employee)
  • October 20, 2021

What update are you running on?

What I could conclude was that the Due Date stayed in the version I did a quick test, but as you say the Planned Dates are cleared.


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  • Author
  • Sidekick (Customer)
  • October 20, 2021

I am on Update 11


Thommy
Hero (Employee)
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  • Hero (Employee)
  • Answer
  • October 20, 2021

Tested on Update 11 and with Calendar based PM the Due Date stays.

But perhaps you have another setup then I test on.

Anyway, the only way forward as I see it is to make use of the dates on the work tasks created from the PM to do the ‘Required Maintenance in a Period’ vs ‘Completed Maintenance in a Period’. 

The other way would be to make use of the maintenance window Earliest Start -- Latest Finish and compare Last Work Task Completion Date (or Last Work Task Step Completion Date if you are merging PM’s) with that date window.