Exercise 14: PM Scheduling
In this exercise, you create a contract with four line items. One will have its own PM schedule, two will be on a contract wide schedule, and one will not be on a schedule at all.
Verify Control Setting
1 Go to Contract Control (11.5.24).
2 Click Create PM Calls to Yes.
3 Click Next.
4 Press Help on the Create PM Calls field to see a detailed description of its effect.
5 Click Next twice to save any changes; return to the menu.
Create Contract Line Items
1 Go to Contract Maintenance (11.5.13.1).
2 Leave the Number field blank, and press Enter. Write down the contract number supplied by the system.
Number: _____________________________________
3 Set Item End Users and Bill End Users to No, click Next.
4 Enter 10C1006 for Customer and Bill To.
5 Enter a Service Type of SC-10 and click Next until the cursor is in the Hold Contract field.
6 Go to the Contract Visits field and enter 6 to create a contract-wide PM schedule with six visits for each end user on the contract.
7 Click Next, the Copy Service Type limits message appears.
8 Click Yes to accept the default and then click Back at the Coverage Limits frame to accept the defaults.
9 Click Back until you are at the End User field in End User Default frame.
10 Enter 10C1006A for the End User.
11 Click Next until reaching the Copy Service Types Limits, enter Yes to accept.
12 Enter Yes to accept the copy limits from Contract type.
13 Click Back to the End User Item Detail frame.
14 In the line item entry frame, enter the following information in the appropriate fields. Then click Next to save your changes.
|
Field
|
Value
|
|
Line
|
1
|
|
Svc Type
|
SC-10
|
|
Item
|
01010
|
|
Item Qty
|
1
|
|
Serial
|
SER4
|
|
Net Price
|
$1,000.00
|
15 In the lower detail frame, PM Item should default to Yes.
If it does not, make sure it is set to Yes.
16 Click Next until the Preventive Maintenance Detail pop-up displays.
In this pop-up, the system displays the number of visits entered on the header and the number of recommended visits based on the Days Between PM setting in Service Item Maintenance.
17 Enter 3 in the Visits field.
Since this is a value different than the contract-wide schedule of 6, an individual schedule will be created for this item.
18 Click Next to save.
19 Click Yes to Copy service type limits.
20 Click Service Type for the copy limits message.
21 Click Back twice and the PM Schedule for Line: 1 frame displays.
Notice that the system has created a schedule with three visits, but only the first visit has a call associated with it. Write down the Call ID here.
Call ID: _____________________________________
22 Click Back to the End User Item Detail frame.
23 Enter another line item just like the first (Step 7 above), but this time enter SER5 for the Serial field.
24 Click Next to access the line item detail.
25 Verify that PM Item is set to Yes.
26 Click Next until the Preventive Maintenance Detail pop-up displays.
27 Do not change the value in the Visits field.
28 Click Next.
29 Enter Yes to Copy service type limits.
30 Click Service Type.
31 Return to the End User Item Detail frame.
Notice that no schedule frame displays. The line item will be added to the contract-wide schedule, which only displays when line item entry is complete.
32 Repeat steps 23 to 31 for another item 01010, but specify SER6 for the Serial field.
33 Repeat steps 23 to 31 for another 01010 with serial number SER7.
34 Change the default Yes for PM Item to No.
For this item, the PM Detail pop-up should not display. You should be at the End User Item Detail frame with Line 5 ready for entry.
35 Click Back until you reach the Contract PM Schedule frame.
Notice that the system has created a contract PM schedule with six visits, but only the first visit has a call associated with it. Write down the call ID here.
Call ID: _____________________________________
36 You should now have four line items defined like the following.
Note: The information won’t display in the contract, it is for reference only.
|
Line
|
Item No.
|
Serial No.
|
PM Item
|
Schedule
|
|
1
|
01010
|
SER4
|
Y
|
Schedule
|
|
2
|
01010
|
SER5
|
Y
|
Individual
|
|
3
|
01010
|
SER6
|
Y
|
Contract-wide
|
|
4
|
01010
|
SER7
|
N
|
None
|
37 Click Back three times, and then click Next twice to complete the contract trailer; return to the menu.
Review PM Calls
1 Go to Call Print (11.1.1.4). Enter the first call you created in the Call ID field and the second call in the To field. Then click Next twice, accepting any defaults.
2 In the Printer Options frame, direct the output to Page and click Next. Review the two calls, and verify that the first has only one line item (SER4) and the second has two (SER5 and SER6).
Notice the next status date and time on the calls. Are they in the future? Do you know why?
3 Return to the menu.