Difference between revisions of "Planned Maintenance Processing"

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| colspan="4" | [[File:PMProcessing ccexpress.png|PMProcessing ccexpress.png]]
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| class="navigationTitles" colspan="4" | Navigation
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| colspan="4" style="width: 265px;" | Select Agreements > PM Processing
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| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | The PM Processing feature is used to generate new jobs from planned maintenance schedules.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Order the output by Agreement Number or Site Code
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set the cut-off date using the Cut-off Date field.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set the job schedule-off date using the Schedule Date field.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set the starting invoice number using the Next Invoice number field.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Process customers on credit hold.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Total by Site, Equipment or Task Code.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Assign the servicer from the schedule, the site's primary servicer, the sites secondary servicer or leave the servicer unassigned.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use either the current date or the schedules calendar date.
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| colspan="4" style="width: 265px;" | &nbsp;
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| class="headerMainTitles" colspan="4" | Filter Fields
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| class="fieldGrayBackgrounds" style="width: 466x;" | [[Glossary#Cust_Name|Customer Name]]
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| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#site_Name|Site Name]]
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| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreements_Number|Agreement No]]
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Latest revision as of 13:04, 10 January 2023

PMProcessing ccexpress.png
Navigation
Select Agreements > PM Processing
Overview
The PM Processing feature is used to generate new jobs from planned maintenance schedules.
• Order the output by Agreement Number or Site Code
• Set the cut-off date using the Cut-off Date field.
• Set the job schedule-off date using the Schedule Date field.
• Set the starting invoice number using the Next Invoice number field.
• Process customers on credit hold.
• Total by Site, Equipment or Task Code.
• Assign the servicer from the schedule, the site's primary servicer, the sites secondary servicer or leave the servicer unassigned.
• Use either the current date or the schedules calendar date.
 
Filter Fields
Customer Name Site Name Agreement No  
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       

 

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