Defining Applicable Product for Maintenance Plan Template
This section provides information about defining the applicable product for the Maintenance Plan Template to determine which assets can be associated with a Maintenance Plan (MP) based on certain Product or Product Family criteria.
By defining the applicable product for the MPT, you can achieve the following:
• Drive future automation for creating MPs with only specific assets assigned as maintenance assets.
• Allow users to specify which work rules are for products or product families.
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• There are no limits on the number of applicable products that can be added to the MPT.
• Applicable products can either be defined for Product or for Product Family. The applicable product line with product populated or with product family populated is saved as separate child lines.
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To add the applicable product for MPT:
1. Login to Asset 360 application with your credentials.
2. Navigate to the MPT tab. The list of MPTs is displayed.
3. Click an existing MPT. The MPT Details tab is displayed.
4. Navigate to the Applicable Products tab.
5. Click New Applicable Product. The Create New Applicable Product page is displayed.
6. Select a Product Type.
◦ Product: This option allows the user to select a specific product record as an applicable product on the MPT.
◦ Product Family: This option allows the user to select a group of Products as applicable products on the MPT, based on the Product Family field found on the Product object.
7. Click Next.
8. Perform the following, based on whether you select Product or Product Family.
◦ Product: Enter a keyword to search for Products and click Search. The Search Results are displayed. Select one or more Products from the Search Results. Products already defined as applicable products do not appear in the search results. Click Next.
◦ Product Family: Select an option from the Select Product Family drop-down list and click Next.
| | This drop-down list is a global picklist. The admin should ensure that the values in the global picklist align with the picklist values in the SFS standard field for Product Family on the Product object. |
Click the Work Type lookup field, and assign a corresponding work type.
| | Selecting a Work Type is optional. |
9. Click Save. The applicable products are added for MPT.
