Hi Magnus,

I have seen that you must define all these fields  (PM From Date, PM To Date and PM Coverage) in the installed item  Main Info - Service Info page and then the PM Dates will calculate when you apply a commencement date.

Keep in mind in the PM Batch Scheduler to extend the date range to search against if you are using longer cycles than a month which I think it defaults and also be sure to include items not on contracts in the Scheduler search parameters.

I don’t know if this best practice, but we’ve understood that for installed items to have PM dates, they must be a ‘Object of Service’ in an active contract that isn’t ‘Full Coverage’.

We ended up setting up a ‘dummy contract’ that would allow us to issue PMs as we needed, that were separate from our customer-facing contracts.

Hi David,

The application does support PM dates on installed items without contracts linked to the items.  While they can setup a 'dummy’ contract, this customer may not want to maintain the OOS on the contract level.

Here is a extract from the Contract Admin Processes.pdf explaining you can either have contracted items or items outside the contract.

Additional information for Installed Items.pdf