Configuring Adjustments
If adjustments are configured using the Adjusted Sequence and Adjusted Start Date fields, then the configured values are applied to the PM Schedule. When a new PM Plan is created, the web service creates the corresponding PM Schedules for the PM Schedule Definitions equal to or greater than the defined Adjusted Sequence. When the web service creates PM Schedule lines, it starts from the Adjusted Sequence and calculates the Scheduled On date based on the Adjusted Start Date value instead of the PM Plan Start Date.
PM History
PM History record is also created in this process which contains information about the related PM Plan, Schedule definition, and Installed Product. The configurations made in the condition-based PM process work the same way as in the time-based PM process including the mappings applied on the work order.
Process Field
If all the scheduled maintenance recurrences are processed, then the Processed field is checked. If it is non-recurring, the Processed field will be checked after the first run.
Coverages
Coverages are created by considering the Installed Products under the source record and then applying the Installed Product Filter set on the PM plan template. The following table describes the coverages when you create a PM Plan from Account, Installed Product, Location, or Service Contract.
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Object
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Coverage
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Account
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When you create a PM Plan from the Account, if the coverage type is location, the coverage will be at the location (source) level.
When you create a PM Plan from the Account, all the selected accounts' IBs that match both PM Applicable Products related to PM Plan Template and Installed Product Criteria from the PM Plan template will be considered for coverage. If you do not specify any criteria or Applicable Products, then all the IBs of the account are included.
When you create a PM Plan from the Account, and the coverage type is Account, there will not be any coverage.
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Installed Product
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When you create a PM Plan from an Installed Product, and the coverage is Product (Must Have IB), only the source IB will be covered.
When you create a PM Plan from an Installed Product, and the coverage type is Account, there will not be any coverage.
When you create a PM Plan from an Installed Product, and the coverage type is Location, there will not be any coverage.
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Location
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When you create a PM Plan from a Location, and the coverage type is Account, there will not be any coverage.
When you create a PM Plan from a Location, and the coverage type is Location, the source location will be covered.
When you create a PM Plan from a Location, and the Coverage type is Product (Must have IB), all the IBs belonging to the source location matches the Installed Product Criteria from the PM Plan template and the PM Applicable Products in the PM Plan.
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Service Contract
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When you create a PM Plan from a Service Contract, and the coverage type is Account, there will not be any coverage.
When you create a PM Plan from a Service Contract, and the coverage type is Location, all the covered locations of the contract which match the location criteria in the PM Plan template is covered. If you do not specify any criteria, then all the IBs at the locations are covered.
When you create a PM Plan from a Service Contract, and the coverage type is Account, all the covered products of the contract which match the Installed Product and PM Applicable Products in the PM Plan Template are covered.
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When you create a PM Plan from a Service Contract, and the coverage type is Product, the applicable product on the PM Plan template and Service Contract must match to create an active PM Plan. Otherwise, it leads to an incomplete PM Plan creation. You can either add a Covered Product to the Service Contract or add an applicable product to the template, and then recreate the PM Plan.
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