We use the service contract functionality to create annual maintenance contracts for our customers. We would like to create and assign work orders to our engineers for scheduling purposes before the contract start date (we don’t plan to create any financial postings etc until the contract starts).
A service contract with a start date of 01/02/2020. We would set this up in advance and use the ‘PM Settings’ tab to create the number of work orders we require. This would create the relevant entries on the ‘PM Maintenance Plan’ tab which you can generate work orders from. However the ‘Generate Work Order’ RMB option is greyed out on the ‘PM Maintenance Plan’ tab until you reach 01/02/2020. It would be ideal if we could do this the week before, this would allow us to schedule better.
We could just put the Start Date of the Service Contract earlier, however this would mean the date doesn’t reflect the correct ‘commercial’ start date.