Planned Maintenance Processing

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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