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Pulse Release Documentation



Release Note ID

29133,28824

Pulse Service Centre Number

PM BUDGET: Alter Schedule Hold for use in Budgets (UAT Update Patch 28824) (fox-660)

Module

Plant Maintenance Module

Component

Budgeting

Date

 

Module

Plant Maintenance Module - Budgeting

Menu Selection

Plant Register Maintenance

Service Schedule Maintenance   

Hold Service Detail Maintenance

Release Note Details

Changes have been made to the holding of schedules. A new field "Affects Budget" has been added.

Example of Hold Screen

When this has a value of YES the PM Budget module will use this hold record as the starting point of the budget for this schedule.

This allows you to hold schedules to a particular point in time and will affect both operational forecasting and budget forecasting.

Setup Details

N/A



Test Plan

Test Description

Set up PM Budgeting to have schedule based budgets. Ensure you have a mixture of Unit, Component, Calendar and Usage based schedules and perform the following

  • Generate a budget with no hold records and using meter estimates
  • Generate a budget with calendar and usage hold records for both calendar and usage based schedules and using meter estimates
  • Generate a budget with no hold records and using budget usage tables
  • Generate a budget with hold records for both calendar and usage based schedules and budget usage tables

In the cases where hold records are applicable the first budget line in the newly created budget should align with the held schedule.