Creating a Maintenance Order for an Internal Unit on a Shop Floor Machine

Follow these steps to create a maintenance order for an internal unit associated with machines used on the shop floor:

  1. Launch the Units form to add a new unit.
  2. In the Unit field, specify a value to describe the machine represented.
  3. Select an Item. We recommend that you set up a different item for each machine. This way, you can set up planned maintenance schedules for each machine.
  4. On the Maintenance tab, select the Asset Number and Work Center for the machine this unit represents.
  5. Maintenance events to be performed are displayed in the grid on the Maintenance tab.
  6. Click Copy Maint to copy the planned maintenance schedule for the item associated to the unit.
  7. Run the Service Order Automatic Generation Utility for the maintenance records. New SROs are generated for each event that is overdue.
  8. Launch the Service Orders form and filter for one of the SROs created by the Service Order Automatic Generation Utility.
  9. The created SRO has a line item for the machine that requires service, and operations for each of the needed tasks.
  10. Launch the Service Order Transactions form and add a new transaction for the SRO, line, and operation.

    Follow the steps in Adding Service Order Transactions.

  11. Follow the steps in Running the SRO To Be Invoiced Report and Running Service Order Invoicing to create an invoice record and update the customer balance.
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