Difference between revisions of "Planned Maintenance Processing"

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| class="headerMainTitles" colspan="4" | Filter Fields
 
| class="headerMainTitles" colspan="4" | Filter Fields
 
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| class="fieldGrayBackgrounds" style="width: 466x;" | [[Glossary#AgreementAutoRenew.25|Customer Name]]
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| class="fieldGrayBackgrounds" style="width: 466x;" | [[Glossary#Cust_Name|Customer Name]]
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| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePRO_AS|Site 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#AgreementRenewalText|Renewal Text]]
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| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#AgreementNumber|Agreement No]]
 
| class="fieldGrayBackgrounds" style="width: 0px;" |  
 
| class="fieldGrayBackgrounds" style="width: 0px;" |  
 
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Revision as of 13:39, 12 April 2022

PMProcessing ccexpress.png
Select Agreements > PM Processing
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 Agreement No