Hello, I am trying to have Epicor create PM jobs using the recurring option and submitting them through the Maintenance Plan Processor. We have several PM plans that have worked for years but our ERP administrator left the company quickly and I’m trying to figure out how to keep this program going. I have closed the previous job (not sure I did this correctly) and ran the Maintenance Plan Processor but I don’t see the nest job created in the Open jobs list. Am I missing a step? Thanks!
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We are currently implementing the maintenance module in Kinetic. Have you ensured all your equipment records that you want pm jobs for have a maintenance plan attached to them?
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Did we disable the former ERP Admin’s user ID? If so, maybe the Maintenance Plan Processor cannot log in if it’s still under their ID. 
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Also to look at, what are the parameters on the maintenance plan you are working with? There is a buffer time where it will only create the job within X number of days/weeks/etc of when the job needs to be done, the first time the processor runs after it crosses that line it will trigger a new job based on the template you gave it.
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I believe so. How would I tell?
We have the former administrators account still active. Would we need to delete her account?
No. You can keep the account. Eventually you’ll want to disable it for security reasons. Just wanted to eliminate that issue.
In the System Monitor, are you seeing any error messages? Do you see it scheduled with a Next Run Time?
I see on the Maintenance plan that the ‘Buffer Days’ field is set to 5 days. I tried to run the processor on 4/7 which would have been 2 days past this as it should have been completed on 3/31/25. Could I just increase the buffer days temporarily to get the job created for this month and then switch it back? or would there be a better way? Thanks!!
It has a ‘Next Execute Date’ of 5/7/25. Probably because I closed the last job and ran the processor on 4/7. I do not see any errors in the System Monitor
It sounds like it is a monthly plan, if you want to test to see if things are working, yes, you can increase the buffer days to any number you want, run the processor and see if it spits out a job, if it does then you know things are working and you can reduce the buffer days back down again.
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I changed the buffer days to 15 and ran the processor again. I went into Maintenance Job Tracker and pulled up all open jobs. I did not see it in that list.
15 days before 7-May-2025 would be 22-April-2025, try setting it to like 45 days. Even only counting Week days 15 days would still only be the 16th.
That worked! I guess I’m still confused as to why I would need to set the buffer days higher. I thought Buffer Days would be how many days from the end of the month (in my case) that the processor would still create a job (assuming the previous job was closed). Right now it would have been 10 days so me putting in 15 would have been plenty.
Buffer days is the number of days before the job needs to be completed that it will create a job.
We have jobs that run weekly, monthly, quarterly & yearly, weekly ones we set with a few days buffer, monthly get a week or so, etc. We also have jobs that exist as placeholders because we need to call in outside people, like forklift certifications that run with a month or two buffer so that we have time to schedule the tech.
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Gotcha, makes sense. Thanks a ton for your help!