Scheduling Subsequent PM Calls
PM calls are processed in Call Activity Recording like any other service calls. To schedule each subsequent PM call on a contract, you must first close the preceding one. Close a call by setting its status to the Close status as defined in Call Management Control (11.1.24). When you close a PM call, the system displays the close date in the Actual date field in the PM schedule frame.
If Create PM Calls is Yes in Contract Control when a call is closed, the system automatically generates the next call on the schedule. It uses the following values when creating the call:
• The next open date on the PM schedule becomes the new call’s next status date.
• If specified, BOM type determines the BOM and routing associated with the call.
• The Assigned Engineer on the PM schedule is associated with the call.
• Comments on the PM schedule are used for the call description.
• The open date of the new call is set to the close date of the previous one.
Note: When a PM call is canceled, the next call is generated just as if the call had been closed.
When a PM call for an item in the installed base is closed, the system updates the installed base record. This update occurs regardless of the setting of Create PM Calls.
• The last PM date is updated to the call closure date.
• The next PM date is reset based on the last PM date plus the value of Days Between PM defined for the item.
Note: This update also occurs for a call line with the PM work code even when the work code on the call header is not the PM work code. However, in this case, no call is ever generated.