Difference between revisions of "Planned Maintenance Processing"
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Assign the servicer from the schedule, the site's primary servicer, the sites secondary servicer or leave the servicer unassigned. | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> 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> | + | | 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;" | <span style="font-size:large;">•</span> | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
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| − | + | | class="headerMainTitles" colspan="4" | Filter Fields | |
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| − | | class="headerMainTitles" colspan="4" | | ||
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| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementAutoRenew.25| | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementAutoRenew.25|Customer Name]] |
| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#agreeTypePRO_AS| | + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#agreeTypePRO_AS|Site Name]] |
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementRenewalText|Renewal Text]] | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementRenewalText|Renewal Text]] | ||
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#agreeTypePRO_Months|Renewal Months]] | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#agreeTypePRO_Months|Renewal Months]] | ||
Revision as of 13:34, 12 April 2022
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| Navigation | |||
| Select Agreements > PM Processing | |||
| Overview | |||
| Desc Here | |||
| • 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 | Renewal Text | Renewal Months |
