Account

SVMXC__Account__c

Lookup(Account)

Canceled By

SVMXC__Canceled_By__c

Lookup(User)

Name of the Salesforce user that canceled this Preventive Maintenance Plan.

Case Assign To User

SVMXC__Case_Assign_To_User__c

Lookup(User)

Name of the Salesforce user to assign the PM Case to.

Dispatch Process

SVMXC__Dispatch_Process__c

Lookup(ServiceMax Process)

Dispatch process to route the preventive maintenance plan to.

Location

SVMXC__Location__c

Lookup(Location)

Master Task Template

SVMXC__SM_Task_Template2__c

Lookup (Task Template)

PM plan header level task template to create Task and Required Parts.

PM Plan Template

SVMXC__PM_Plan_Template__c

Lookup(PM Plan Template)

Service/Maintenance Contract

SVMXC__Service_Contract__c

Lookup(Service/Maintenance Contract)

Lookup to Service/Maintenance Contract.

SLA Terms

SVMXC__SLA_Terms__c

Lookup(SLA Terms)

SLA Terms to use when creating Case and work orders as per the PM plan.

Task Template

SVMXC__Task_Template__c

Lookup(Task Template)

Name of the task template to use for the PM work orders. Reference to an existing Task Template in ServiceMax.

Work Order Assign To User

SVMXC__Work_Order_Assign_To_User__c

Lookup(User)

Name of the Salesforce user to assign the PM work order to.

PM Plan Name

Name

Text(80)

The auto-generated record name.

Activation Notes

SVMXC__Activation_Notes__c

Long Text Area(32768)

Preventive Maintenance Plan Activation Notes.

Activity

SVMXC__SM_Adjustment_Activity_Date__c

Picklist

This field indicates the date field on Work Order which will be considered as completion date.

Activity Work Order

SVMXC__SM_Activity_Date_To_Consider__c

Picklist

This field will be applicable only if the PM plan is configured with one per product. It defines whether activity of first or last work order to be considered for next scheduled date calculation.

Adjusted Sequence

SVMXC__SM_Adjusted_Sequence__c

Number(18,0)

This field is used to capture the next sequence number from where PM schedule will get started creating(Non-recurring PM definition).

Adjusted Start Date

SVMXC__SM_Adjusted_Start_Date__c

Date

This field is used to consider as PM start date to create PM schedules, provided that the Adjusted sequence field is populated. (Non-recurring PM definition).

Adjusted Units

SVMXC__SM_Adjustment_Unit__c

Picklist

This field indicates the frequency unit of adjustment.

Adjusted Value

SVMXC__SM_Adjustment_Value__c

Number(3, 0)

This field is only used if adjustment type is Fixed, this value in multiple of adjustment unit is added to the Scheduled On date as long as the Activity Date exceeds the minimum value of adjustment range; max adjustment value does not apply.

Advanced Expression

SVMXC__SM_Advanced_Expression__c

Text(255)

Cancelation Notes

SVMXC__Cancelation_Notes__c

Long Text Area(32768)

Service/Maintenance Contract Cancelation Notes.

Canceled On

SVMXC__Canceled_On__c

Date/Time

Date/time on which this service contract was canceled.

Case Assign To

SVMXC__Case_Assign_To__c

Picklist

Indicates if the PM case should be assigned to a user or queue.

Case Assign To Queue

SVMXC__Case_Assign_To_Queue__c

Text(100)

Name of the Salesforce queue to assign the PM Case to.

Condition Type

SVMXC__SM_Condition_Type__c

Text(255)

Coverage Type

SVMXC__Coverage_Type__c

Picklist

Create Activity on Error

SVMXC__Activity_On_Error__c

Checkbox

Create an activity in PM Plan if Error occur in Execution.

Create Activity on Success

SVMXC__Activity_On_Success__c

Checkbox

Create an activity in PM Plan upon successful execution.

Create Case

SVMXC__Create_Case__c

Checkbox

Indicates if Cases should be created with PM work orders.

Create Parts Requests

SVMXC__Create_Parts_Requests__c

Checkbox

Indicates if Parts Requests should be automatically created when creating PM work orders.

Create Work Order

SVMXC__Create_Work_Order__c

Number(18,0)

Indicates how many days in advance work orders will be created for this PM plan

Description

SVMXC__Description__c

Long Text Area(32000)

Detailed description of the preventive maintenance plan.

Dynamic Time Based

SVMXC__SM_Dynamic_Time_Based__c

Checkbox

This field indicates if the Time based PM is enabled for the plan.

End Date

SVMXC__End_Date__c

Date

End Date for the preventive maintenance plan.

Error Email

SVMXC__Error_Email_ID__c

Email

Email ID to receive Error Notifications.

Field map to use to create Case

SVMXC__Field_map_for_Case__c

Text(100)

Field Mapping Id for creating the case.

Field map to use to create Work Order

SVMXC__Field_map_for_wo__c

Text(100)

Field mapping id for creating Work Order.

Frequency

SVMXC__Frequency__c

Number(18,0)

Frequency to run the preventive maintenance plan if based on dates.

Frequency Unit

SVMXC__Frequency_Unit__c

Picklist

Unit of measure for frequency.

Last PM Date

SVMXC__Last_PM_Date__c

Date

Date on which the preventive maintenance plan was last run.

Max Activity Changed

SVMXC__SM_Adjustment_Max__c

Number(3, 0)

This field is to indicate a date difference larger than this value will use the maximum allowed difference. The max value cannot exceed the frequency of recurrence. For example, if the frequency is every 2 months, this value has to be 60 days or less. If this value is blank, frequency of recurrence is implied.

Min Activity Changed

SVMXC__SM_Adjustment_Min__c

Number(3, 0)

This field is to indicate a date difference smaller than this value will be ignored and the next Schedule On date is not affected. For example, if this value is 14, the next Scheduled On date is not affected if the Activity Date is less than 14 days after the Preferred Start date of the WO.

Next PM Date

SVMXC__Next_PM_Date__c

Date

Date on which the preventive maintenance plan will be run next.

Number of Cases

SVMXC__Number_of_Cases__c

Picklist

Indicates how Cases will be created for a preventive maintenance plan: One per work order or one per plan.

Number of Failures

SVMXC__Number_of_Failures__c

Number(14, 4)

Number of failures encountered when executing the PM plan. Updated automatically.

Number of Work orders

SVMXC__Number_of_Work_orders__c

Picklist

Indicates how Work Orders will be created for a preventive maintenance plan: One per installed product or one per plan

Processed

SVMXC__Processed__c

Checkbox

Flag indicates if the PM plan has been processed successfully during a run.

Schedule Type

SVMXC__Schedule_Type__c

Picklist

Indicates how the PM plan is scheduled: Using Counters, Using Dates or Using Both.

Select

SVMXC__Select__c

Checkbox

Checkbox used in ServiceMax screens to manage record selection.

Start Date

SVMXC__Start_Date__c

Date

Start date for the preventive maintenance plan.

Start Date Delay

SVMXC__SM_Unit_Value__c

Number(5,0)

Time by which the first PM work order to be delayed from the start date of the PM Plan.

Start Date Delay Unit

SVMXC__SM_Unit_Type__c

Picklist

Units to be applied on the delay field by which the first PM work order to be delayed from the start date of the PM Plan.

Status

SVMXC__Status__c

Picklist

Current status of the PM plan.

Success Email

SVMXC__Success_Email_ID__c

Email

Email ID to receive Success Notification.

Time & Counters

SVMXC__Time_and_Counters__c

Picklist

Indicates the tie-breaking rule between validity dates and counters for a product.

Type

SVMXC__SM_Adjustment_Type__c

Picklist

This field is to indicate the adjustment type.

Work Order Assign To

SVMXC__Work_Order_Assign_To__c

Picklist

Indicates if the PM work order should be assigned to a user or queue.

Work Order Assign To Queue

SVMXC__Work_Order_Assign_To_Queue__c

Text(100)

Name of the Salesforce queue to assign the PM work order to.

Work Order Date

SVMXC__Work_Order_Date__c

Date

Date on which next work orders will be created for this PM plan. Calculated based on Next PM Date and number of work order days.