Client Site Equipment - PM Schedule Tab

This tab is used to create a schedule for PM Workorders. To actually generate the PM Work Orders according to this schedule, the Create PM Work Order function must be run.

This function is now sensitive to the status of the Site as well as to the Job Date Closed in order to exclude undesirable PM Inspections from creation. The following validations now apply:

1. If the Equipment’s Site is not Active, do not create PM Work Orders for it (this also excludes Credit Hold Sites).
2. If the Job in the Equipment PM schedule has a Job Date Closed that precedes the Inspection Date, do not create a PM Work Order for it.

If a Master Contract (PM Master Schedule) record exists for this equipment, additional entries to this tab will be generated when Create PM Work Orders is run. See PM Master Schedule (Master Contract) for details.

 Clicking this button enables you to clone the PM Schedule from another Equipment record. When you click this button a list of equipment records with PM Schedules eligible to be copied will appear. Equipment will only appear on this list if:

- It is from the same Site.

- The record is active (the Inactive box is not checked).

- It has one or more PM Lines flagged Ok to Renew.

Note: In previous releases, only those PM’s that did not have a work order assigned were copied. In this release, the default functionality is to clone ALL lines that are marked OK to Renew, regardless of whether or not a work order is assigned. See Registry Client Site Equipment Viewer for a registry option to restore previous behavior and ONLY clone PM lines not yet referencing a Work Order Id.

- The Billing Items are Fixed Fee or a registry setting is enable to permit the import of non-Fixed Fee items: Registry Client Site Equipment Viewer .

When you select a record from the list and click ‘ok’, its PM Schedule entries will be copied to the current PM Schedule tab. Adjust these lines as needed before saving the record. This function excludes lines referencing a Master Contract. This enables you to set up and copy ‘extra’ PM’s that are not a part of a particular Master Contract.

Important Fields:

Inspect Date: (mmddyyyy format)
Enter an inspection date or double-click on this field (or press Alt-F7) to access the Calendar viewer. To enter today's date, simply press the spacebar.

When the PM Work Order is generated, the system will automatically writes the Inspection Date to the Date Earliest Start (in the PM Work Order Main tab), and sets the Date Must Complete to the last day of the month specified in the Inspection date.

Est Hrs:
The estimated number of hours required for this inspection. This field defaults from the Service Tasks List record or may be entered by the user.

This display only field will be completed by SAM Pro when PM Work Orders are created. Note that if the user flagged the ‘Already Done’ field on the Create PM Workorder checklist to indicate that this maintenance has already been completed, the system will display the ‘NO WO’ in this field.

Service Tasks Id:
The list of the service tasks to be performed on the equipment at this PM inspection. Double-click on this field (or press Alt+F7) to select from a list of Service Task Ids.

Service Parts Id:
The list of the service parts required at this PM inspection. Double-click on this field to (or press Alt-F7) select from a list of Service Parts Ids.

Required Resource Functionality
If Required Resource Processing is implemented on your system (either via a customization or registry entry), the Items listed on the Service Parts List specified on the PM Schedule will be written to the Required Resources tab of the work order.

Work Code Id:
Enter a valid Work Code ID for this. The Work Order priority and Name will be set from this Work Code. If more than one piece of equipment at a site is scheduled for the same Work Order on the same day, the priority will be based on the lowest numbered Work Code priority scheduled for that day. When PM WorkOrders are generated, the checklist will appear in the following order:

 Client Site
 Date Scheduled
 Work Code Priority
 Equipment Id

If a Work Code is not included in the PM Schedule, the priority of the PM Work Order will default to zero.

Service Category Note: If this Work Code references a Service Category, it will serve as the default for the corresponding Service Category field in PM Work Orders. If the Work Code does not reference a Service Category, the PM Work Order’s Service Category will be set from the PM Inspection Equipment record Main tab (if completed).

Multiple Entries for the Same Day: If the Work Code Id is different on two lines of the Client Site Equipment PM Schedule for the same day, the system now forces a separate work order to be created.

Cycle Code Filtering for Metrics/Log Form Entries:
If the Cycle Code Filter is not set on this line (click the Magnify button to access this field) the Cycle Code Filter will default from the Work Code: see Log Form Viewer for details

Tech Id:
The technician to which this maintenance should be assigned. When the Start Create PM WorkOrder function is run, the system will assign a technician to the PM Work Order based on the following rules:

If a technician is attached to the PM Schedule (for with maintenance), use that technician.

If no technician is listed on the PM Schedule, use the default technician from the Client Site Equipment record.

If no technician is listed on the PM Schedule, or in the Client Site Equipment record, use the technician in the Client Site record. If no technician is found, the work order will be unassigned.

Cn Value:
This field should be used to assign an amount to bill, and will appear as an Other amount on the work order for the job specified on this line of the PM Schedule . This field should not be used in conjunction with a client site billing schedule, as it will result in double billing.

Foreign Currency Processing:
If this is a foreign customer, this field must be entered in terms of the foreign revenue the customer will be billed in.

Cn Cost:
This optional field can be used to assign a standard visit cost to the job specified on this PM line. Recall, however, that if real costs (labor, materials, etc.) are recorded to the work order, usage of this field may result in over costing.

Foreign Currency Processing:
This field must be entered in terms of your firm’s local currency, regardless of whether or not the customer is foreign.

Ok to Renew:
Any line(s) flagged as OK to Renew will be copied when the Renew Service Contracts function is run if the Equipment is Active (Inactive is NOT checked). During the Renew Service Contract processing, the new line will then be flagged as Ok to Renew; the older line that was used as a template will have the Ok to Renew field blanked.

Escalation Profile:
If Escalation Management is implemented on your system and this field is filled in, the scheduled events (alarms and or notifications) in the profile will automatically be attached to PM Work Order generated for this scheduled inspection.

Evaluation Table Id:
This field is used by the system to set the default value for PM Work Orders referencing this equipment. It is used in conjunction with the Service Evaluation Wizard, which will be invoked when the work order is completed or invoiced, and the evaluation results will be written to the work order’s Evaluation tab.

Cost Category
The default Job Cost Category to be used when invoicing PM Workorders. This field supports enhanced filtering provided by the Cost Code's Job Cost Category Usage Filter. Cost Categories are validated (relative to Cost Codes) during data entry upon leaving the Cost Category Id field.  The full relationship is validated again when leaving a child line or saving a record.

Job Id: Cost Code: Billing Item:
These fields have been added to the PM tab to enable PM Billing to multiple jobs. If these fields are not completed, the Default PM Job fields in the Client Site parent screen will be used as the default Job information when a PM Work Order is generated.

The system warns the user when non-fixed-fee billing items are entered on the PM Schedule tab.

Standard Filters: Belts:
Pleated Filters: Other:
These fields reflect the parts types that may be selected from the Service Parts List. Only flagged types will be included in special processing described below.

Special processing of Service Parts List

The Filters - Pltd Filters - Belts and Other check boxes in the Client Site Equipment record PM tab are supposed to identify which Service Parts List items should be included in PM work orders. These boxes map to the Inventory Type Id in the Service Parts List viewer. SAM Pro uses special processing on the flagged Service Parts items based on whether the Tech assigned to the PM is a Subcontractor or not (as specified on the tech web access tab) and whether or not a registry entry (see below) has been implemented in sys-start-scrtepmwo:

Setting Key: TechServiceParts Setting Value: No or Sub or Yes

If this registry option is set to No, AND the Technician is not a Sub, flagged Service Parts will not be used to create quoted lines on the PM Work Order.

If this registry option is set to Sub, AND the Technician is not a Sub, handle flagged Service Parts using the subcontractor processing (that writes these parts to the Work Requested). If this registry option is set to Yes or is not present, use the default processing that flagged Service Parts are used to create quoted lines on the PM Work Order.

 Setting Key: DisableReqPMParts  Setting Value: true (default is false)

This registry entry only controls the writing of flagged service parts to the Required Resources tab for non-subcontractor technicians if Required Resources are enabled for Work Orders in the sys-ffv-global-settings registry. Required Resources are never written to the Required Resources tab for subcontractor technicians.

image\Magnify.gif Click Magnify button to access

Cycle Code Filter:

This filter is used by Sam Pro and TechAnywhere to filter PM Work Order Log Form Metrics lists for this piece of Equipment. Multiple cycle codes may be entered as a comma-delimited list. Note that Log Form field in the Client Site Equipment record determines which list of metrics is used.

If this field is blank, the system will use the Cycle Code in the Work Code instead. Only those metrics whose CC: field corresponds to the filter or is blank will be written to the Work Order (for Techs without remote access) or uploaded to the Technician’s device. If the Cycle Code filter in both the Schedule and Work Code are blank, all metrics from the Log form will be written to the Metrics tab.

If one or more Cycle Codes are listed, only those metrics whose CC: field corresponds to this field or is blank will be written to the Work Order (for Techs without remote access) or uploaded to the Technician’s device.

If this field is flagged, when PM Work Orders are generated, PM Work Order will include two lines on the Revenue Adjustments tab.  One is for recognizing the PM Income.  The line designated as 'ApplyPrepaid' relieves the accrued liability.  This will result in a zero-dollar invoice that does the GL transfer. If this line was generated from Master Contract, the Accrued box will be checked if the Master Contract Time of Service Earn? Field was checked.

Important: *ACCRUAL* is used as a special marker when PM Work Orders are generated; these lines no longer post directly to JCH.  When the PM Invoice is printed and posted, the appropriate GL and Job Cost entries will be made to recognize the earned revenue values.