2.1.2.4 Limit Schedules
This topic describes about the procedure to define limit schedule.
Note:
The fields, which are marked with an asterisk, are mandatory.- Click Next in previous data segment to proceed with the
next data segment, after successfully capturing the data.The Limit Schedule screen is displayed. For more information on fields, refer to the field description table.
Table 2-22 Schedule Maintenance - Field Description
Field Description Basis The option in Basis LOV are Amount & Percentage. User shall capture any one of the value. Schedule Action - The value in Schedule Action LOV are Increase, Decrease and Fixed.
- The Percentage / Amount field will be calculated with the Limit Amount on the date of the schedule, and the Schedule Limit amount will be determined.
Start Date - The Start Date should be between facility start date and end date.
- The start date is set to the drop line limits' line start date, but it can be changed to a future date. For a one-time schedule, it must be later than today's date.
- The start and end dates of each schedule must not overlap. If there are multiple schedules, the next one should start after the previous one ends, and its end date should be before the start of the following schedule.
- It is a mandatory field.
End Date - Users can directly set the End Date instead of defining the Duration and Unit of the schedule.
- The end date must be on or before the facility's end date or before the next schedule starts, as schedules cannot overlap.
Action - The value in Schedule Action LOV are Increase, Decrease and Fixed.
- The Percentage / Amount field will be calculated with the Limit Amount on the date of the schedule, and the Schedule Limit amount will be determined.
Schedule Limit Date & Schedule Limit Amount Based on the schedule definition, schedule Limit Date and Schedule Limit Amount will be exploded. However, these values can be modified and updated post generation which will be considered for applying on a facility. Pause Pause can be enabled if the generated schedule is not to be applied as Limit Amount. - Click
icon.The Schedule Definition screen displays.Table 2-23 Schedule Definition
Fields Description Start Date It can be prior or later to the existing Start date. Is Month end When month end selected, subsequent month schedules will fall on corresponding month end dates. Duration and Unit - The Schedule duration Unit value can also be modified i.e., increased or decreased, from its existing value.
- Validation - The end date of the Schedule will be calculated using the adjusted Duration and its Unit. This end date must not conflict with any other Schedules in the facility and should not go beyond the facility's end date.
End Date - The end date can modified either forward or backward from its current value. It should be greater than the system date.
- Also, it has to be before the start date of the subsequent schedule, as schedules cannot overlap.
Basis The option in Basis LOV are Amount & Percentage. User shall capture any one of the value. The available options are: - Percentage
- Amount
Percentage - When Percentage is chosen in the Basis field, the user needs to input a value in the Percentage field.
- The Percentage value will be used with the Limit Amount to calculate the Schedule Limit.
Amount - If Amount is selected in Basis field, User must enter value in Amount field.
- The Amount field value will be used with the Limit Amount to calculate the Schedule Limit.
Schedule Frequency - Schedule frequency is applicable for Drop line Limit Schedule.
- The value in Schedule Frequency LOV are Daily, Weekly, Monthly, Quarterly, Half-yearly and Yearly.
- Schedule Frequency must be lesser than equal to Schedule period.
Schedule Action - The value in Schedule Action LOV are Increase, Decrease and Fixed.
- The Percentage / Amount field will be calculated with the Limit Amount on the date of the schedule, and the Schedule Limit amount will be determined.
Schedule Reset - User can enable Schedule Reset to restore the original Limit Amount after the Schedule ends; otherwise, the scheduled limit will remain until the next schedule starts or the facility expires.
- Schedule Reset is applicable for Onetime and Recurrence Schedules. Its not applicable for Dropline Schedule.
Recurrence Frequency - The limit on the schedule is based on a specific schedule definition that needs further review for updates, referred to as Recurrence Schedule – Frequency & Unit.
- The value in Recurrence Frequency are Weekly, Monthly, Quarterly, Half-yearly and Yearly.
Recurrence Unit Recurrence Unit must be captured. Based on the number of Unit, the schedule limit will be recurred. - Click Save to save the record. Click Next to navigate to the next data segment, after successfully capturing the data.
Parent topic: Facilities Maintenance

