Once the scheduled maintenance records are created, you can modify individual scheduled maintenance records and assign and complete the work. The process varies depending on whether the scheduled maintenance record uses Service Management.

Performing

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Scheduled maintenance without Service Management

1. Select Transactions > Equipment > Equipment Scheduled Maintenance.
2. Enter a number in the Maintenance Number field or use the lookup to select a scheduled maintenance record.
3. If this scheduled maintenance record is currently being worked on, mark the Current checkbox. Inactive records do not process. If you selected a record associated with a piece of equipment that is inactive, the Current and Inactive checkboxes are disabled.
4. You can edit scheduled information thereby changing the Due Date and Due At fields.
5. You can also change the Due At field by choosing the expansion button attached to the Prior Usage field to open the Prior Usage Update window. If you want to enter a prior usage, enter a value in the Prior Usage field and select OK. If you want the prior usage to automatically update from the value in the Usage Life to Date field in the Equipment Manager window, select the Update button. The prior usage number is the base of what the relative number is added to. You can manually change the Due Date and Due At fields.
6. Select the printer button to print the Equipment Scheduled Maintenance Detailed report. This is a useful report for the technician performing the scheduled maintenance. At this point, you could mark the Current checkbox in the Equipment Scheduled Maintenance window to indicate that this scheduled maintenance record is currently being worked on.
7. Once the scheduled maintenance has been performed, you can mark it complete. This will move the current scheduled maintenance record to history and create recurring records. Select Complete to open the Process Completed Maintenance window.
8. Enter a Meter Reading. The last meter reading taken for that equipment defaults. The unit of measurement from the equipment record appears next to the field. An operating log will be created for the reading entered.
9. Enter a Completion Date. The Microsoft Dynamics GP user date appears by default.
10. Select Complete.

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If you want to modify an individual scheduled maintenance record, you can do so in the Equipment Scheduled Maintenance window. You can also create a service call for the individual record from the Equipment Scheduled Maintenance window.

1. Select Transactions > Equipment > Equipment Scheduled Maintenance.
2. Enter a number in the Maintenance Number field to select a scheduled maintenance record. The Current checkbox is automatically marked and disabled after creating calls. Inactive records do not process.
3. You can edit scheduled information thereby changing the Due Date and Due At fields.
4. You can also change the Due At field by choosing the expansion button attached to the Prior Usage field to open the Prior Usage Update window. If you want to enter a prior usage, enter a value in the Prior Usage field and select OK. If you want the prior usage to automatically update from the value in the Usage Life to Date field in the Equipment Manager window, select the Update button. The prior usage number is the basis of what the relative number is added to. You may manually change the Due Date and Due At fields. This process is useful if the operating log was not current when the scheduled maintenance record was created.
5. You can select the Tasks button to edit tasks and task lists assigned to the scheduled maintenance record. If you unmark the Use Signature Service Management checkbox, tasks and task lists will be removed from the scheduled maintenance record before saving. If the Use Maintenance Contract checkbox is marked and no contract number appears, this piece of equipment has not been attached to a maintenance contract; therefore, no contract will be used when creating the service call.
6. Select the printer button to print the Equipment Scheduled Maintenance Detailed report. This is a useful report for the technician performing the scheduled maintenance. You can print additional reports using the printer button if you have the Document Printing Enhancements feature registered.
7. You can create a new call in Service Management using the New Call button. Some fields, for example, the Call Type, Division, and Problem Type, default from the scheduled maintenance record onto the service call.

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