An Oracle White Paper

September 2016

Calendar Based Scheduling

12.2.6 New Feature

Author: Madhup Gupta

Frank Qu
 Oracle White Paper—Calendar Based PM Scheduling

Disclaimer
This document is provided for information purposes only and the contents hereof are subject
to change without notice. This document is not warranted to be error-free, nor subject to any
other warranties or conditions, whether expressed orally or implied in law, including implied
warranties and conditions of merchantability or fitness for a particular purpose. We
specifically disclaim any liability with respect to this document and no contractual obligations
are formed either directly or indirectly by this document. This document may not be
reproduced or transmitted in any form or by any means, electronic or mechanical, for any
purpose, without our prior written permission
 Oracle White Paper—Calendar Based PM Scheduling

Table of Contents
1 Introduction ................................................................................ 2
1.1 Overview ............................................................................ 2
1.2 Applicable Releases........................................................... 5
1.3 Assumptions ...................................................................... 5
2 Weekly Calendar Based Schedule ............................................. 6
3 Monthly Calendar Based schedule............................................. 8
4 Yearly Calendar Based scheduling ............................................ 9
5 Mixed Calendar Based Rules ................................................... 10
6 Validation Checks .................................................................... 11
7 APIs Affected ........................................................................... 12
8 New Columns .......................................................................... 12
9 Limitations ............................................................................... 13
10 Conclusion ............................................................................... 13
 Oracle White Paper—Calendar Based PM Scheduling

1 Introduction
1.1 Overview

There can be lot of activities which is based on calendar based dates like

a) Free tyre alignment service of vehicles every 5 years

b) Perform exchange offer scheme for car during festive season

c) Maintenance of car production facility on lean months of year when the plant is not running in full capacity like December

d) Running maintenance schedules on Saturday and Sunday in a 5 day working environment

e) Perform oil top up of lathe machine on first day of every week on Monday

All these activities require planning of activities on fixed days or months in a year .The existing PM scheduling options of
EAM support “Rule-based” and “List Date” (specific calendar dates-based) PM work order generation. These options work
for PM planning based on days interval, meter interval and specific dates respectively. The list-date option of PM scheduling
is useful for planning PM work for known dates. But it is not a recurring scheduling option that can be used repeatedly.

PM scheduling functionality is being enhanced to address above such cases. Following changes are being done to the PM
functionality to address above functionality.

- Introduce a new Schedule Type as ‘Calendar Based’ in addition to the existing Rule Based and List Dates
options

- This new Schedule type will correspond to a new tab region in PM rules section as ‘Calendar Based’

- The calendar based rules definition is to support different frequency options such as – Weekly, Monthly &
Yearly
 Oracle White Paper—Calendar Based PM Scheduling

Below is the screenshot of Preventive maintenance Schedule where a new Schedule type as “Calendar Based” is added
 Oracle White Paper—Calendar Based PM Scheduling

As soon as Calendar schedule type is selected, all tabs like Date Rules, Meter Rules, and List Dates will be grayed
out except Calendar Based
 Oracle White Paper—Calendar Based PM Scheduling

Calendar based scheduling is classified into 3 types Weekly, Monthly and Yearly as below

1.2 Applicable Releases

EBS Release 12.2.6

1.3 Assumptions
This document will contain set up and functionality of Calendar Based PM Scheduling. Server time and last service
dates may vary from system to system. Readers with an understanding of basic concepts of Enterprise Asset
Management would be in a position to appreciate the entire gamut of this paper.
 Oracle White Paper—Calendar Based PM Scheduling

2 Weekly Calendar Based Schedule

To define a PM scheduling rule based on ‘Weekly’ recurring basis the following options should be selected / setup:

Frequency Weekly

Interval Enter 2 for once in 2 weeks

Enter 3 for once in 3 weeks

Etc….

Repeat Greyed Out

Day Num Will default from Day of week ( Values 1 to 7)

Day of Week Monday/Tuesday/Wednesday/Thursday/Friday/Saturday

/Day Not a valid option for weekly calendar

Month Grayed Out

Day No Day

1 Sunday

2 Monday

3 Tuesday

4 Wednesday

5 Thursday

6 Friday

7 Saturday

To illustrate the values to be entered for Weekly recurring Calendar-based rule, refer the following test cases:

Frequency: Weekly

Scheduling Options: Use Schedule Start Date to Suggest Next Service Start Date

Last Service Dates: Scheduled Start Date: 07th SEP-2016

 Oracle White Paper—Calendar Based PM Scheduling

Test case Interval Day Day of Start Date Cutoff Date Horizon Forecasting Result
No week
Recur every week on 1 2 Monday 07-Sep-16 07-Oct-16 30 days 12-SEP-2016
Monday 19-SEP-2016
26-SEP-2016
Recur every 2 weeks 2 3 Tuesday 07-Sep-16 07-Oct-16 30 days 20-SEP-2016
on Tuesday 04-OCT-2016
Rule1: Recur every 1 7 Saturday 07-Sep-16 06-NOV-16 60 days 10-SEP-2016
week on Saturday 2 3 Tuesday 17-SEP-2016
from 7th to 30th Sep- 24-SEP-2016
16 11-OCT-2016
Rule2: Every 2 25-OCT-2016
weeks from 1st to
31st Oct-16 on
Tuesday
 Oracle White Paper—Calendar Based PM Scheduling

3 Monthly Calendar Based schedule

To define a PM scheduling rule based on ‘Monthly’ recurring basis the following options should be selected / setup:

Frequency Monthly

Interval Enter 2 for once in 2 months

Enter 3 for once in 3 months

Etc….

Repeat First/Second/Third/Fourth/LastDayof Mon

Day of Week Grayed Out for Repeat as “DayofMon”

OR

Monday/Tuesday/Wednesday/Thursday/Friday/Saturday/Sunday/Day

Day Num Read-only field, values 1 to 8 are displayed based on ‘Day of Week’
selection

OR

Values of 1 to 31 if the ‘Repeat’ option is selected as ‘Dayof Mon’

To illustrate the values to be entered for Monthly recurring Calendar-based rule, refer the following example:

Frequency: Monthly

Scheduling Options: Use Schedule Start Date to Suggest Next Service Start Date

Last Service Dates: Scheduled Start Date: 07th SEP-2016

Test case Interval Repeat Day of Day Start Date Cutoff Date Horizon Forecasting
week No Result
Recur on first Sunday of every 1 First Sunday 1 07-Sep-16 05-JAN-2017 120 days 02-OCT-2016
Month 06-NOV-2016
04-DEC-2016
01-JAN-2017
Recur on last day of month 1 LAST DAY - 07-Sep-16 05-JAN-2017 120 days 31-OCT-2016
30-NOV-2016
31-DEC-2016
Recur every 2 months on third 2 Third Monday 2 07-Sep-16 05-JAN-2017 120 days 17-Oct-2016
Monday 19-Dec-2016
Recur every month on last 1 LAST Saturday 7 07-Sep-16 05-JAN-2017 120 days 29-OCT-2016
Saturday 26-NOV-2016
31-DEC-2016
Recur every month on day No 1 Dayof - 31 07-Sep-16 05-JAN-2017 120 days 31-OCT-2016
31st Mon 30-NOV-2016
31-DEC-2016
If month has 30 days ,
it will forecast 30th Day
and 28/29th Feb for
Feb month
Recur on first day of month 1 First Monday 03-Oct-2016
07-Nov-2016
05-DEC-2016
 Oracle White Paper—Calendar Based PM Scheduling

4 Yearly Calendar Based scheduling

To define a PM scheduling rule based on ‘Yearly’ recurring basis the following options should be selected / setup:

Frequency Yearly

Interval Enter 2 for once in 2 years

Enter 3 for once in 3 years

Etc….

Repeat First/Second/Third/Fourth/Last/DayofMon

Day of Week Grayed Out for Repeat as “DayofMon”

OR

Monday/Tuesday/Wednesday/Thursday/Friday/Saturday/Sunday/Day

Day Num Read-only field, values 1 to 8 are displayed based on ‘Day of Week’
selection

OR

Values of 1 to 31 if the ‘Repeat’ option is selected as ‘Dayof Mon’

Month Jan-Dec

To illustrate the values to be entered for Yearly recurring Calendar-based rule, refer the following example:

Frequency: Yearly

Scheduling Options: Use Schedule Start Date to Suggest Next Service Start Date

Last Service Dates: Scheduled Start Date: 07th SEP-2016

Test case Interval Repeat Day Day Month Start Cutoff Date Horizon Forecasting
of No Date Result
week
Recur every year on first day 1 First Day - June 07-Sep-16 07-OCT-18 760 days 01-JUN-2017
of June 01-JUN-2018
Recur last Thursday of 1 LAST Thur 5 October 07-Sep-16 07-OCT-18 760 days 27-OCT-2016
October every year sday 26-OCT-2017
Recur 15th Jan every 2 years 2 DayofMon - 15 January 07-Sep-16 07-OCT-18 760 days 15-JAN-2018
 Oracle White Paper—Calendar Based PM Scheduling

5 Mixed Calendar Based Rules

To illustrate the values to be entered for mixed Calendar-based rule, refer the following example:

Frequency: Weekly & Monthly

Scheduling Options: Use Schedule Start Date to Suggest Next Service Start Date

Last Service Dates: Scheduled Start Date: 14h SEP-2016

Rule Effective From Effective Frequency Interval Repeat Day of Day Month Horizon Forecasting
To week No Result
1 13-Sep-16 31-Oct-16 Weekly 1 - Monday 2 June 760 days 19-Sep-16
26-Sep-16
03-Oct-16
10-Oct-16
17-Oct-16
24-Oct-16
31-Oct-16

2 01-Dec-16 01-Mar-17 Monthly 1 FIRST Tuesday 3 October 760 days 06-Dec-2016

03-Jan-2017
07-Feb-2017
 Oracle White Paper—Calendar Based PM Scheduling

6 Validation Checks

Validation check Error Message in Oracle

Select Repeat ‘DayOfMon’ and enter a Day No. not within Error “ Must be in range 1-31”
1-31, or non-integer value

Select Repeat ‘DayOfMon’ and enter a Day No. 30 for Feb The Day no specified is not available in the given month.To
month specify the last day of month , set Repeat to “LAST” and
days of week to “DAY”

Enter calendar interval as null, or non-integer, or non- Calendar Interval must be a positive integer and not null
positive number

Enter Effective From date later than Effective To date In the calendar rule , from date must be less than to date

Enter two calendar rules with no To date Enter two calendar More than one calendar rules have no “to date”
rules with no From date

Enter two overlapping calendar rules Some calendar rules overlap

Enter Schedule-level effective dates, then enter calendar rule The calendar rule dates are not within the effective dates of
effective dates out of the schedule-level range the schedule

Select Day of Week as ‘DAY’ under Weekly Frequency DAY is not a valid option for Weekly frequency
 Oracle White Paper—Calendar Based PM Scheduling

7 APIs Affected
This enhancement affects EAM PM Definition Public API (EAM_PMDEF_PUB). In create_pm_def and update_pm_def
procedures, p_pm_calendar_based_rules_tbl parameter was added.

8 New Columns
The following fields are added to eam_pm_scheduling_rules table:

Column Name Column Type Column Description

FREQUENCY VARCHAR2(10) Calendar PM's frequency of recurrence

DAYNO NUMBER Calendar PM's day number, can be day of week (1-7 = Sunday-Saturday,
8=DAY) or day of month (1-31)
CALENDAR_INTERVAL NUMBER Calendar PM's interval
REPEAT VARCHAR2(10) Calendar PM's repeat pattern, also determines whether DAYNO is day of
week or day of month
MONTHOFYEAR NUMBER Calendar PM's month of year for Yearly rules
 Oracle White Paper—Calendar Based PM Scheduling

9 Limitation
1) Rules are not allowed to overlap, as the PM engine has no mechanism to determine which rule takes priority when
two rules’ dates coincide.

2) Calendar-based PM is not cyclic, therefore we must enforce interval per cycle = 1 and repeat in cycle = No. As a
result, all activities in a Calendar Based PM schedule must have interval multiple = 1 as well. This means we cannot
implement multi-activity Calendar Based PM schedule with different interval multiples; the proper implementation
should be separate single-activity Calendar Based PM schedules.

10 Conclusion
We recommend using this document as a guide to understand the features of Calendar Based Scheduling provided in EBS
Application.

Calendar Based Scheduling-1226 New Feature

September 2016
Author: MADHUP GUPTA
FRANK QU
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the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other
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