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Installed item not on contract not creating PM dates

  • July 25, 2023
  • 3 replies
  • 59 views
M
Do Gooder (Customer)
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Hi,
We are trying to create a PM schedule for an installed item without an active contract. This is our service info page:

This is our PM schedule page:

But it does not add pm dates:

 Are we missing anything here?

Best answer by Phil Seifert

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.

 

 

    3 replies

    Phil Seifert
    Ultimate Hero (Employee)
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    • Phil Seifert
    • Ultimate Hero (Employee)
    • Answer
    • July 25, 2023

    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.

     

     

    Please mark any comments which answered your question as Best Answer so the topic is easier recognised as answered and closed.
      D
      Do Gooder (Customer)
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      • David Tam
      • Do Gooder (Customer)
      • July 25, 2023

      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.

      Phil Seifert
      Ultimate Hero (Employee)
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      • Phil Seifert
      • Ultimate Hero (Employee)
      • July 25, 2023

      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

       

      Please mark any comments which answered your question as Best Answer so the topic is easier recognised as answered and closed.
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