Fields | Description |
---|---|
PM Plan Template | Select the PM Plan Template from the PM Plan Template lookup field. |
PM Plan Name | Enter a name for the PM Plan. |
Account | The Account to be associated with the new PM Plan. Click the x icon to remove the association and add a new one. |
Service Maintenance Contract | The Service Maintenance Contract to be associated with the new PM Plan. Click the x icon to remove the association and add a new one. |
Coverage Type | The coverages type auto-populated from the PM Plan Template. You can change the coverage type. Select one of the three options for the coverage type. • Account (Visit Only): If you select Account, you are using the template to cover the maintenance at the account level. You can use the template when creating the PM plan from Account or Service Contract objects. • Product (Must Have IB): If you select Product, you must have an Installed Based (IB) product, and the coverage is at the IB level. You can use the template when creating the PM Plan from IB or Service Contracts if it has a covered product. • Location (Must Have Location): If you select Location, the coverage is at the location level. You can use the template when creating the PM Plan from Locations or Service Contracts with a covered location. |
Start Date Delay Unit | Enter the Start Date Delay Unit. The system adjusts the first recurring PM Schedule Definition's Scheduled Date based on the PM Start Date + Start Date Delay value (in Delay Unit). |
Adjusted Start Date | Select the Adjusted Start Date to change the starting PM Scheduled On date as part of the PM Plan creation web service. When a new PM Plan is created, the web service creates the corresponding PM Schedules for the PM Schedule Definitions equal to or greater than the defined Adjusted Sequence. When the web service creates PM Schedule lines, it starts from the Adjusted Sequence and calculates the Scheduled On date based on the Adjusted Start Date value instead of the PM Plan Start Date. |
Start Date | Select the Start Date of the plan. It should be a current or future date. |
End Date | Select the End Date of the plan. It should be a future date. The scheduled date should not go beyond the Start and End Date. |
Start Date Delay | Select the Start Date Delay. The system adjusts the first recurring PM Schedule Definition's Scheduled Date based on the PM Start Date + Start Date Delay value (in Delay Unit). |
Adjusted Sequence | Enter the Adjusted Sequence to change the starting PM Schedule sequence as part of the PM Plan creation web service. When a new PM Plan is created, the web service creates the corresponding PM Schedules for the PM Schedule Definitions equal to or greater than the defined Adjusted Sequence. When the web service creates PM Schedule lines, it starts from the Adjusted Sequence and calculates the Scheduled On date based on the Adjusted Start Date value instead of the PM Plan Start Date. |
Description | Enter a description for the PM Plan. |
Preventive Maintenance Coverages | Click Add Preventive Maintenance Coverages to add additional installed products as coverages. An empty line is added. Double-click in the Product Name lookup field to select an installed product. The selected, installed product is added to the PM Plan as coverage. |