PM Schedules FAQ

Frequently asked questions about PM Schedules using Infor EAM Software

With Infor EAM Software’s Preventive Maintenance Scheduling functions, you want to be sure you can get the most out of it as possible while minimizing any potential problems a long the way. As we work with our customers in getting them up to speed on using their new or upgraded EAM software, I have noticed three most commonly asked questions and I would like to address them in this post.

“When I go to generate my Preventive Maintenance Work Orders, why am I not seeing a specific one?”

The first thing I will get a customer to do is go make sure there is a due date on the PM schedule. If there is, then I will get them to check the type of PM Schedule (Fixed, Variable, or Duplicate). When they go back to generate their PM work orders, I get them to make sure they have the box checked to “Generate WOs for Duplicate PMs”. Between these 2 things – the customer is usually able to successfully view the PM work order they were missing. There are other issues that could cause the work order not to show up, but this will require a bit more investigation.

“Why are there 10 different PM work orders for this PM? How can I have one PM work order with the multiple pieces of equipment listed on the work order?”

The answer to this is simple – Routes. Setting up routes will allow you to group PM equipment together so you will only have one PM work order, but the equipment that needs work needs to be performed on will be listed on the work order.

“If a piece of equipment is marked out of service and associated with a PM Schedule, will the PM still generate a work order?”

The answer is YES, it will still generate a PM work order that is awaiting release. You must clear the due date off the PM schedule to stop the automatic generation of PM work Orders. A lot of times, customers want to see this for themselves, not that they don’t believe me, so we will run through it together so they can see it for themselves. I am the same way – I always go back and test something or double check the functionality to make sure it is accurate. It is a good practice to get into. It will help you get more familiar with EAM and learn more about how things function.

While these are some of the most common questions, if you think of any other questions you might have, please don’t hesitate to ask! We are always here to help in any way we can.

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