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 Scheduled
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Maintenance without Service Management
- Select Transactions > Equipment > Equipment Scheduled Maintenance.
- Enter a number in the Maintenance Number field or use the lookup to select a scheduled maintenance record.
- 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.
- You can edit scheduled information thereby changing the Due Date and Due At fields.
- 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.
- 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.
- 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.
- 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.
- Enter a Completion Date. The Microsoft Dynamics GP user date appears by default.
- Select Complete.
If the Recurring checkbox was marked and the value in the Times to Repeat field is one or greater, then a message will appear stating the new scheduled maintenance record has been created. The Equipment Scheduled Maintenance window will open for the new record. The Times to Repeat field will have decremented by one. The Due Date and Due At fields will be calculated based on the Meter Reading and Completion Date fields.
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Scheduled Maintenance with Service Management
If you are using Service Management, you can create service calls for the maintenance work from Equipment Management. Equipment can be covered by maintenance contracts in Service Management.
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| Service Management limits to 24 the number of hours that can be scheduled for one appointment. For service calls originating in Equipment Management, if the task hours, which are used to create appointments, assigned to the service call exceed 24 hours, multiple appointments will be created in Service Management. |
Step 1: Create
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Service Calls for Scheduled Maintenance Records
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.
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| You can create many service calls at once, and, if the divisions on the scheduled maintenance records are the same, you can combine multiple scheduled maintenance records on to one service call using the Process Scheduled Maintenance window. See Processing Scheduled Maintenance. |
Step 2: Record and
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Complete the
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Work in Service Management
After service calls have been created, you can record the scheduled maintenance work in Service Management. All tasks assigned to the call will be combined to create one appointment in Service Management. If the task hours exceed 24, additional appointments will be created. You can edit these appointments as necessary. See Assigning tasks and subtasks to a service call in the Service Management User Manual.
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