When Rental Equipment is due for maintenance and that equipment is added to a Contract or is on a document being converted to a Contract, a maintenance pending warning can be triggered or the equipment can be blocked from rental.
If this Warn When Product Due For Maintenance feature is
activated in the Company Contract
Parameters, when any rental product is added to a contract, the
Maintenance Schedule is reviewed for the
product.
There could be more than one maintenance record scheduled for the
product and the Warn or Block action on the document depends on the
action and buffer value setup in the Repair
Maintenance Code assigned to the Maintenance Schedule
record.
Each of the 5 Maintenance Types applies a unique formula based on
the method of determining when service is required as explained in
Maintenance Types with Formulas below.
The setup, rules and calculations controlling the warn/block action on rentals in contracts when maintenance is pending, are as follows:
Note: When the prompt for Clerk is triggered on a Warning, this is to capture the clerk information for the Over-Ride Report only, and is not related to the operator role security.
If this works out to be less than zero, the (Meter Projection)
is zero.
Note: If the Meter Included on the rate code of the document line is not zero, then this Meter Included value becomes the (Meter Projection) instead of the calculated projection.
The default Buffer can be set in Repair Maintenance Codes which is over-ridden if there is a class specific Buffer also set on the Rental Product Class.
Note: If the Action on the Repair Maintenance Codes is blank, then the maintenance is ignored altogether on the document.
Note: An over-ride record will be written to the Over-Ride Report for the clerk that acknowledged the warning.
Action Required Formula:
If (Current Days Rented) + (Days To Due Date) is greater than (Days
Next Due) then maintenance is due on the product causing a warning
or block to be triggered.
Formula to Downgrade Block to Warn:
For Maintenance Codes identified for a Block action, and
maintenance is due on the product then if ((Days Next Due) -
(Current Days Rented)) is greater than (Buffer) then Warn only,
otherwise Block.
Action Required Formula:
If (Date Due For Service) is less than or equal to (Due Date On
Contract) then maintenance is due on the product causing a warning
or block to be triggered.
Formula to Downgrade Block to Warn:
For Maintenance Codes identified for a Block action, and
maintenance is due on the product then if (Date Due For Service) is
greater than ((From Date On Contract) + (Buffer)) then Warn only,
otherwise Block.
Action Required Formula:
If (Scheduled Date) is less than or equal to (Due Date On Contract)
and (Date Last Serviced) is less than (Scheduled Date) then
maintenance is due on the product causing a warning or block to be
triggered.
Formula to Downgrade Block to Warn:
For Maintenance Codes identified for a Block action, and
maintenance is due on the product then if (Scheduled Date) is
greater than ((From Date On Contract) + (Buffer)) then Warn only,
otherwise Block.
Action Required Formula:
If ((Current Meter Reading) + (Meter Projection)) is greater than
or equal to (Meter Next Due) then maintenance is due on the product
causing a warning or block to be triggered.
Formula to Downgrade Block to Warn:
For Maintenance Codes identified for a Block action, and
maintenance is due on the product then if ((Meter Next Due) -
(Current Meter Reading)) is greater than (Buffer In Meter Units)
then Warn only, otherwise Block.
Action Required Formula:
If (Scheduled Meter) is less than or equal to (Current Meter
Reading + Meter Projection) and (Meter Reading Last Service) is
less than (Scheduled Meter) then maintenance is due on the product
causing a warning or block to be triggered.
Formula to Downgrade Block to Warn:
For Maintenance Codes identified for a Block action, and
maintenance is due on the product then if (Scheduled Meter) is
greater than (Current Meter Reading + Buffer In Meter Units) then
Warn only, otherwise Block.
Note: If there are multiple maintenance records due, all the Warning messages will show, but a block takes precedence over a warning.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |