Planned Maintenance Processing

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.
•
•
•
•
•
•
• Filter by Agreement Type
• Filter by Customer Number
• Filter by Agreement Number
• Users can override the agreement settings during the renewal process.
• Renew as a Fixed amount or a Percentage amount.
Override Fields
Change Percent	Renew As	Renewal Text	Renewal Months