Preventive Maintenance Linking Schedule

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Preventive Maintenance Linking functionality allows for multiple preventive maintenance jobs for the same asset to be structured in such a way as to avoid multiple work orders and overlap of the same steps.

Let’s take an HVAC unit for example. A quarterly job may be to do a general overview of the equipment and to change the filter, while an annual job requires more thorough maintenance as well as a filter change. During the annual maintenance there is no need to change the filter as that step was included in the quarterly job.

Based on the Linking Actions determined in the set-up the Preventive Maintenance Linking, functionality can be structured so that only one work order will be generated with all the needed steps for the annual job. The primary and secondary schedules, (quarterly/annual), are determined by the maintenance types that are assigned to the schedule, as well as the schedule’s description. This synchronization reduces both equipment downtime and the possibility of performing unnecessary maintenance.

There are three types or Linking Actions for Preventive Maintenance Linking:

  • Merge: The Preventive Maintenance Linking process merges the secondary schedule tasks to the primary schedule tasks for the same work order.

Notice that the one work order displays both the major and minor PM jobs and they are each identified as a separate task.

  • Separate: The Preventive Maintenance process creates separate work orders for primary and secondary schedules with the same due date. Both work orders would be generated on the same date, the technician performing all tasks required for both jobs (major and minor) and identifying the results on the appropriate work order.
  • Suppress: The Preventive Maintenance process lists only the primary schedule tasks in the work order. No work order will be created for the secondary schedule tasks. However, a PM record transaction will be created for the secondary schedule, which points to the work order created for the primary schedule.

In addition to Linking Actions, there are two options for Linking Methods.

  • Days Tolerance: Selecting this method enables the Preventive Maintenance process to use the number of days entered to calculate when the system can link the primary and selected secondary preventive maintenance schedules based on the specified difference in the dates. This is generally used for date-driven preventive maintenance schedules. For example, if the quarterly is scheduled on the 1st of each month and the annual is scheduled on the 5th, you would set a day’s tolerance of 5 so that the system would look inclusively at the two scheduled start dates in order to determine if the link was valid or not.
  • Linking by Cycle: Selecting this option enables the system to link a secondary schedule with a primary schedule based on a cyclical period determined by the selection of an interval type. This is generally used for meter-driven preventive maintenance schedules.
  • Two important notes to keep in mind around Preventative Maintenance Linking are:
  1. Linking the PM jobs must occur before the first set of PMs are run.
  2. Each Maintenance Type must be unique in the linking grouping, i.e. major, minor, planned, etc. You can’t have a duplicate type such as two minor jobs within each group.

If you have any questions or would like to chat about this or any other PeopleSoft module please contact me at robin.cole@miproconsulting or

It takes too long!!! Advanced Line Search is Here to Help!

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In PeopleSoft 9.2, an Advanced Line Search feature was added to address the search issue for both requisitions and purchase orders. One of the things that I hear quite often is people complaining that it takes too long to load a requisition or purchase order when they want to review or work on a particular line(s). The reason for this is that there are numerous lines. Although PeopleSoft provides the ability to update the chunking factors for both requisitions and purchase orders, this does not always solve the problem.

The Advanced Line Search feature actually needs to be configured, but this can easily be done on the Purchasing Installation Options page in the “Initial Advanced Search Behavior When Max Rows Exceeded” area. In this section, you would select the “Display Advanced Search Page” option for the purchase orders and/or requisitions.

Now that this option is selected, how does it react when searching? Well, if the requisition or purchase order does not exceed the maximum number of rows (in this case 20 for each), the system will not initiate the advanced search. If the requisition or purchase order exceeds, the maximum number of rows (again, in this case, 20 for each), the Advanced Line Search page will appear.

The Advanced Line Search page will allow the user to perform various search criteria (i.e. From and To Line Numbers, Item ID, Description, Category, Ship To Location, Charfield Information, etc.) to locate the line(s) that they wish to review/update. Note: The user has the ability to bypass the Advance Line Search by pressing the “Bypass Search” icon.

In this example, the user may want to select specific rows. They can see the line numbers and corresponding Item IDs when clicking the line search icon as shown here:

The Advanced Line Search feature can help alleviate end-user frustration and increase their productivity. I hope you find the Advanced Line Search feature as useful as I have. If you have any questions please feel free to reach out to us at

Mobile Technician with Fluid is Here

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I am so excited! I’m doing a happy dance and I know that technicians world-wide are going to be dancing in the streets. Ok, well maybe not quite so much, but they’ll give it a good solid thumbs-up. Here are a few screen shots and explanations of the Mobile Technician application to peek your curiosity. […]

New – Time and Labor Fluid Functionality

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Have you experienced the new enhancements to the Time and Labor Fluid functionality with HCM Image 22? There are now Time and Labor Manager Self-Service Fluid pages for: Reporting Time Viewing Weekly Time Viewing Payables Time Viewing Leave Balances New navigation collections for Employee Self-Service and Manager Self-Service Team Time On the Employee Self-Service Homepage, […]

Oracle’s Advisor Webcast: PeopleSoft Payroll for North America Tax Update 18-B

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Don’t miss Oracle’s Advisor Webcast: PeopleSoft Payroll for North America Tax Update 18-B General Information Session. This one hour session is recommended for functional and technical users who are responsible for applying and testing PeopleSoft Payroll for North America Tax Updates. The Webcast is scheduled for Tuesday, April 24, 2018 10:00 AM (US Pacific Time). […]

Equipment Parts Lists

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While Equipment Parts Lists may not be as hidden as other gems I’ve discussed – this one is often delayed due to internal discussions of ownership and maintenance. Equipment Parts Lists, or EPLs as they’re called, are valuable time savers to technicians on the ground. However, the time and labor to set them up and […]

Elasticsearch the ONLY way to go…after April 30

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We’re always searching for something, and while this could go down an existential path, we’ll limit our focus to searching for information in PeopleSoft.   When we do need to find information, we want to be able to find it quickly and easily. With the introduction of Elasticsearch in Tools 8.55, searching for data in PeopleSoft became […]

Receivables Operations Fluid Content and Fluid Metrics

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New with FSCM Image 24 are Receivables Operations Fluid content and Fluid metrics. This update helps billing and receivables managers, supervisors, and analysts who are responsible for managing the credit to cash operation to improve performance, achieve efficiency, and reduce costs. The Credit to Cash Operations Homepage contains relevant information to help improve performance. Included […]

What is Elasticsearch?

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Just when I thought I was up to speed on the newest search functionality in PeopleSoft, Oracle Secure Enterprise Search (SES), I learned that it was being replaced by Elasticsearch. What is Elasticsearch and how does it impact my organization? Elasticsearch is a new search engine that was introduced in Tools 8.55.11 and the implementation […]

Procurement Challenges Addressed with PeopleSoft Mobile Procurement

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The day-to-day life of Procurement is filled with numerous challenges and may leave those responsible feeling overwhelmed. The introduction of PeopleSoft 9.2 Mobile Procurement addressed some of these challenges. Fluid User Interface (UI), Employee Self-Service and Mobile Procurement allow users to work on the go, using mobile devices (i.e. smart phones, tablets and desktop computers). […]

PeopleSoft Payables Operations – Fluid Content and Fluid Metrics

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Payables Operations Fluid content and Fluid metrics is new with FSCM Image 24. The payables metrics can be analyzed in five primary categories: Invoice Processing, Payment Processing, Team, Supplier, and Exception Metrics. Managers can see all relevant metrics, personalized and parameterized, showing the exact information they need. The Payables Operations Homepage looks like the following […]

Causal Parts – Another PeopleSoft Hidden Treasure

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Yep, here’s another blog about those little gems of what I affectionately call hidden treasures in PeopleSoft. This little nugget is so misunderstood, even its name is often mispronounced. In this article I’m going to focus on using Causal Parts. Yep, causal as in the cause – not casual, as in Hawaiian shirt Fridays. So, […]