QAD 2017 Enterprise Edition
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Service/Support Management
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PM Scheduling
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Creating PM Calls
Creating PM Calls
The first call in the PM schedule can be created directly in Contract Maintenance. Or you can manage the process yourself using the Call Generator.
Control Setup
Create PM Calls in Contract Control (11.5.24) determines whether the system generates PM calls in Contract Maintenance.
Create PM Calls is Yes
If Create PM Calls is Yes, the system generates scheduled calls automatically.
• The call associated with the first date on the PM schedule is generated before the PM schedule frame displays. While the entire schedule is predetermined, only one call is opened at a time.
• The next call is created when a scheduled call is closed. The system uses the schedule, based on the number of visits and contract duration information, to determine the next call’s date.
Create PM Calls is No
If Create PM Calls is No, PM calls are not automatically generated. The system calculates dates and displays the schedule, but does not create the first call.
Note: You can still generate a call from this PM Schedule frame by selecting a schedule date and clicking Next. The system then prompts you to create the call.
If you do not create calls during PM scheduling, you normally create them later with the Call Generator. Using the Call Generator, you can create all PM calls within a range of dates at one time.
Setting Create PM Calls to No is also useful if you want to use the BOM type feature, described next. If the system creates the call, you do not have the opportunity to specify a BOM type.
Note: Text entered in the Comment field on the PM Schedule frame before the call is generated is used for the call description.