Difference between revisions of "Planned Maintenance Processing"

Revision as of 13:03, 10 January 2023


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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+| 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;Use either the current date or the schedules calendar date.
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-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+| colspan="4" style="width: 265px;" | &nbsp;
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 | class="headerMainTitles" colspan="4" | Filter Fields