When scheduIing PMs, there are differing scenarios with respect to whether the PM task is required on weekdays / weekends / bank hols etc. I can apply a calendar to the PM and to the Work Task Template. I understand that if I do not enter a calendar on the PM, it will be inherited from the WTT. On the WTT, valid for Sites tab, you can enter a calendar, however the Maint Org also has a calendar applied to it. Is there a hierarchy which determines which affects the maintenance plan if the two calendars differ ? I can’t find anything in the help that relates to this.
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Hi
This is how it works, system consider both the maintenance organisation & PM action calendars while generating the maintenance plan.
PM action calendar is optional and can be used to avoid that PM lines are created during certain calendar periods, e.g. according to seasonal patterns. This is for example useful to make sure no PM lines are created during a vacation period if production stand still during that period. This calendar can be used in conjunction with the maintenance organization calendar which makes sure the PM lines are created on working days. But while the calendar of the maintenance organization will move lines outside working time forward to next coming working day , this calendar will make sure such lines are omitted from the maintenance plan.
Hope this clarification helps!!
Regards,
Mithun K V
Ok, same info as above but in other words!
Maintenance Organization is mandatory on a PM Action, and a Calendar is mandatory on Maint.Org. So when you have a PM Action then it is connected to the calendar on the Maint.Org. But if you also add a calendar on the PM Action, for example the same calendar as you have on the Maint.Org, you will get a different result in your Maintenance Plan! The logic is different even though it is the same calendar as you have on the Maint.Org!
Test Case:
Create a PM Action.
1. Set a Calendar on the PM Action.
2. In tab ‘Maintenance Triggers’: Start Unit=Day, Start Date=2023-03-06, Interval Unit=Year, Interval=1
3. Then in tab Maintenance Plan: We have two planned lines, one with Due Date=2024-03-06, and the other line have Due Date=2025-03-06. This looks correct.
4. Then go back to the tab Maintenance Triggers, and change the Start Date from 2023-03-06 to 2023-03-03.
5. Then when you look into the tab Maintenance Plan, now we only have one planned line with Due Date=2025-03-03. // This does not look correct, what happened with the planned line for 2024?
6. If you remove the Calendar from the PM Action, then the Maintenance Plan looks alright again!
The explanation is that if 'Start Date + Interval' is on a weekend, and that is not a working day, 2024-03-03 is a Sunday, 2024-03-06 is a Wednesday, then if you have a calendar on the PM Action, this line with an 'invalid date' will be removed, vanished, deleted, omitted, etc. But if you have the calendar field empty on the PM Action then the line will be there but it will find the next working day for this invalid date!
Best Regards,
Jonas Hermansson
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