View Maintenance Edit Results


Work Order Menu -> Maintenance Scheduling -> Maintenance Work Orders -> View Maintenance Edit Results

Report output that is produced from Generate Maintenance Edit can be fully modified on this inquiry screen before Work Orders are generated from Create Maintenance Work Orders.
The prompts to edit the Maintenance report output are:

LOCATION, "ALL" OR "SEL"
  • Type ALL to include all locations in the edit list.
  • To view products for a single location, leave this field blank for the Head Office, or enter a specific location code, or select one from the drop-down list.
  • Type SEL to select a range of inventory locations to include in the edit list, as outlined in Division Select By Region.

Finished?
Click ACCEPT to view the edit report, or CANCEL to abort.

Edit Output Product List
SEQ
The sequence number tracks the records on the maintenance schedule edit output.

PRODUCT#
The Non-Bulk Rental product number that is being serviced is listed.
If there is a Power Kit, only the Primary item will be listed.

CREATE ORDER
This flag defaults according to the selection criteria defined in Generate Maintenance Edit and can be over-typed as required.

Check this box if a Work Order should be generated for this product to complete the scheduled maintenance service requirements.
Uncheck this box if a Work Order should not be automatically generated for this product.


CONTRACT#
The contract number is displayed if the product is currently out on a contract.
A window is provided to drill down to the contract details as outlined in View Document Information.

INTERVAL
If this product is listed because it is due for job site service, the number of days between service intervals is displayed as determined in the Customer Site Information.

LOC
The product location displays.
If the equipment is currently out on a Contract, the location refers to the Contract header location.
If the equipment is not on a Contract, this location is the actual physical location (RSIL) of the equipment.

MAINT SCHED
An asterisk (*) in this column indicates that the product is due for service because of the maintenance schedule and not because job site service is required.
A window is provided to view the maintenance schedule information and details.

LAST SERV
The date that this equipment was last serviced displays.

COST
Initially the cost of the maintenance service only includes the Service Kits setup for this maintenance type and product. These kit items are included in the Parts Details.
A window is provided to access the cost details, and additional Labor, Parts, Services, and Comments can be added that will be converted to the service Work Order.

If this equipment is part of a Power Kit, only the service costs of the Primary item will be listed.

Note: The Parts costs are displayed at cost rather than list price, as this is expected to be an internal repair.

Prompt for Cost type parts:
Parts that are defined as "Prompt for Cost" type products in the Sales Inventory cannot be added to the Work Orders from this program as there is no ability to capture the actual costs for posting.
Instead if a "Prompt for Cost" type product is required, it can be added in the parts window of the Work Order once the W.O. has been created.

COMP. COST
The Component Cost field reflects any costs on the Power Kit Components for this Primary product.
A window is provided to view the components and any maintenance schedule details. These fields are similar to the fields just described for the Primary products.
Additional Component Costs can also be added in the Cost window.

When the maintenance edit is complete and the screen is accepted, if the Primary product is flagged to create a Work Order, Work Orders will also be created for service on the components.


Expanded Record
Click EXP/CON or press <F9> to expand the record and to view the Primary product description, the Group, the contract information if relevant including the Billing Name, Shipping/Site Information, and Contract Division.

Finished ?
Click ACCEPT when the information for all products is checked and updated, and the Work Order flags are set correctly.
Work Orders can be generated for the flagged products using Create Maintenance Work Orders.

Topic Keyword: WRPH11
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