- SEQ
- The sequence number tracks the records on the maintenance
schedule edit output.
PRODUCT#- The Non-Bulk Rental product number that is being serviced is
listed.
If there is a Power Kit, only the Primary item will be listed.
CREATE ORDER- This flag defaults according to the selection criteria defined
in Generate Maintenance Edit and can be
over-typed as required.
Check this box if a Work Order should be generated for this
product to complete the scheduled maintenance service
requirements.
Uncheck this box if a Work Order should not be automatically
generated for this product.
CONTRACT#- The contract number is displayed if the product is currently
out on a contract.
A window is provided to drill down to the contract details as
outlined in View Document
Information.
INTERVAL- If this product is listed because it is due for job site
service, the number of days between service intervals is displayed
as determined in the Customer Site
Information.
LOC- The product location displays.
If the equipment is currently out on a Contract, the location
refers to the Contract header location.
If the equipment is not on a Contract, this location is the actual
physical location (RSIL) of the equipment.
MAINT SCHED- An asterisk (*) in this column indicates that the product is
due for service because of the maintenance schedule and not because
job site service is required.
A window is provided to view the maintenance schedule information
and details.
LAST SERV- The date that this equipment was last serviced displays.
COST- Initially the cost of the maintenance service only includes the
Service Kits setup for this maintenance type and product. These kit
items are included in the Parts Details.
A window is provided to access the cost details, and additional
Labor, Parts, Services, and Comments can be added that will be
converted to the service Work Order.
If this equipment is part of a Power Kit, only the service costs
of the Primary item will be listed.
Note: The Parts costs are displayed at cost rather than list
price, as this is expected to be an internal repair.
- Prompt for Cost type parts:
- Parts that are defined as "Prompt for Cost" type products in
the Sales Inventory cannot be added to the
Work Orders from this program as there is no ability to capture the
actual costs for posting.
Instead if a "Prompt for Cost" type product is required, it can be
added in the parts window of the Work
Order once the W.O. has been created.
COMP. COST- The Component Cost field reflects any costs on the Power Kit
Components for this Primary product.
A window is provided to view the components and any maintenance
schedule details. These fields are similar to the fields just
described for the Primary products.
Additional Component Costs can also be added in the Cost window.
When the maintenance edit is complete and the screen is
accepted, if the Primary product is flagged to create a Work Order,
Work Orders will also be created for service on the
components.
Expanded Record- Click EXP/CON or press <F9> to expand the
record and to view the Primary product description, the Group, the
contract information if relevant including the Billing Name,
Shipping/Site Information, and Contract Division.
Finished ?- Click ACCEPT when the information for all products is checked
and updated, and the Work Order flags are set correctly.
Work Orders can be generated for the flagged products using
Create Maintenance Work Orders.