Follow these steps to create a maintenance order for an internal unit
associated with machines used on the shop floor:
-
Launch the Units
form to add a new unit.
-
In the Unit field, specify a value
to describe the machine represented.
-
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.
-
On the Maintenance tab, select the Asset Number and Work
Center for the machine this unit represents.
-
Maintenance events to be performed are displayed in the grid on
the Maintenance tab.
-
Click Copy Maint to copy the planned
maintenance schedule for the item associated to the unit.
-
Run the Service Order Automatic Generation Utility
for the maintenance records. New SROs are generated for each event
that is overdue.
-
Launch the Service Orders form and filter for one
of the SROs created by the Service Order Automatic
Generation Utility.
-
The created SRO has a line item for the machine that requires service,
and operations for each of the needed tasks.
-
Launch the Service Order Transactions form and add
a new transaction for the SRO, line, and operation.
-
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.