Difference between revisions of "Planned Maintenance Processing"

Latest revision as of 13:04, 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

@@ Line 34: / Line 34: @@
 | class="fieldGrayBackgrounds" style="width: 466x;" | [[Glossary#Cust_Name|Customer Name]]
 | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#site_Name|Site Name]]
-| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#AgreementNumber|Agreement No]]
+| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreements_Number|Agreement No]]
 | class="fieldGrayBackgrounds" style="width: 0px;" | &nbsp;
 |-