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1. Choose Microsoft Dynamics GP > Tools > Setup > Equipment > Scheduled Maintenance > Maintenance Types.
2. Complete the following fields.
   • Maintenance Type ID
     Enter a maintenance type ID.
   • Description
     Enter a description.
   • Task Description
     Enter a task description. Use the expansion button to open the Task Description window where you can add a detailed description up to 32,000 characters. This information is especially necessary if you aren't using the Service Management task database because the description will print on reports.
   • Use Date
     Mark this check box checkbox if you want to schedule maintenance using a date. The date due is calculated using the Microsoft Dynamics GP user date.
   • Frequency
     Enter a number. Then use the drop-down list to choose a time period.
   • Round Type
     Choose a round type:
     • Week
       If you want the calculated date to fall on a specific day of the week.
     • Month
       If you want the calculated date to fall on a specific day of the month. If the day of month chosen is beyond the last day of the month, the last day is chosen.
   • Round To
     Choose to round to the nearest or next time period. If the round type is Week, choose a day of the week from the drop-down list. If the round type is Month, enter a number between 1 and 31.
   • Use Meter
     Mark this check box checkbox if you want to schedule maintenance based on operating log readings.
   • Usage Type
     Choose a usage type. Actual means the maintenance will be scheduled when the Usage Life to Date field reaches a certain amount or greater. If the usage type is relative, the maintenance will be scheduled in increments relative to the amount entered in the Relative Usage field.
   • Relative/Actual Usage
     Depending on the usage type, enter a relative or actual usage amount.
   • Round To
     Enter an amount. The resulting due at reading will be divisible by this amount. For example, if the due at number is 4324 and the round to is set to 100, then the due at will round to 4300. Leave the field blank if you do not want to round.
   • U of M
     This unit of measurement must match the Life U of M field in the Equipment Manager window for scheduled maintenance to be created.
   • Recurring
     Mark this check box checkbox if you would like the maintenance performed more than once.
   • Times to Repeat
     Then enter the number of times to repeat.
   • Use Signature Service Management
     Mark this check box checkbox if you would like a service call created for the scheduled maintenance. Marking this check box checkbox enables the Division field and the Tasks button. See Adding tasks to maintenance types.
   • Create One Service Call
     Mark this check box checkbox if you would like one service call for all tasks on all maintenance types assigned to a piece of equipment.
   • Use Maintenance Contract
     Mark this check box checkbox if you would like the service call to be covered by a maintenance contract. If you mark this check boxcheckbox, MC is automatically entered in the Call Type field and the field is disabled.
   • Call Type
     If you didn't mark the Use Maintenance Contract check boxcheckbox, you can enter a call type. Call types are created in Service Management and will appear on the service call.
   • Division
     This field is enabled if you are using Service Management. Use the lookup to choose a Service Management division to associate with this maintenance type. This division will default onto any record that is created with this maintenance type, and when a service call is created for the record, the division will default on the call.
3. Choose the printer button to print the Maintenance Type Detailed List report.
4. Choose Save.

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Adding tasks to maintenance types

You can add tasks and task lists from the Service Management task database to the maintenance type. If you don't have Service Management installed on your client, the Tasks button will be disabled.

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