Difference between revisions of "Planned Maintenance Processing"
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| − | | colspan="4" style="width: 265px;" | | + | | 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> Order the output by Agreement Number or Site Code | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Order the output by Agreement Number or Site Code | ||
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use either the current date or the schedules calendar date. | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use either the current date or the schedules calendar date. | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | |
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| class="headerMainTitles" colspan="4" | Filter Fields | | class="headerMainTitles" colspan="4" | Filter Fields | ||
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| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 466x;" | [[Glossary#Cust_Name|Customer Name]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#site_Name|Site Name]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreements_Number|Agreement No]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 0px;" | |
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Latest revision as of 13:04, 10 January 2023
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| 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 | |
