We are seeing more and more customers now, asking for us to separate their agreements into more than one contract. For example they want all the Preventative Maintenance work on one contract and all calibrations on another. Often this is because they way to invoice them separately, sometimes because the PM work is handled by a separate service company but they pay for calibrations directly (so two different customers).
We get a problem when we try to set up the same Installed Item onto different contracts, if we want to have visits because if you manage to get a PM Date on an Installed Item on one contract, it removes the dates from the other, probably because the visit date information is held on the Installed Item Service Info module, so only one place to have just one date.
We tried various things to fool the system, such as starting travel on the first job before “stealing” the dates for the next contract but ultimately the system wants to cancel any service orders already created, if new jobs are created from the other contract, even if work has already been completed on the existing Service Order (without warning).
Does anyone have experience of this and have a way to handle such cases where it is necessary to have two contracts, with visits, for the same machine?
Thank you
Best answer by Phil Seifert
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