Working with Unit Maintenance Records

On the Unit Maintenances form, you can filter by customer to review and edit many unit maintenance records at one time.
  1. Open the Unit Maintenances form.
  2. Optionally, select the Customer, Ship To, S/N, or Item that you want to use to filter the form.
  3. When adding new records, select the S/N and Item for which you want to add maintenances.
  4. Specify this information:
    Active
    Select this check box if the maintenance line is currently active.
    SRO Type
    Select the SRO type.
    Frequency
    Select the frequency of the production of the service order:
    • Every: Uses the duration fields to create an SRO at every interval.
    • Once: Creates an SRO one time.
    • Annually: Uses the month and day fields to create a service order on a specific date each year.
    Month/Day
    These fields are enabled when the maintenance frequency is set to annual. Specify the month and day for the service.
    Date Duration
    Specify the length of time the maintenance requires. This value is used in conjunction with the Increment field to determine the calculation. This field is disabled when the frequency is set to annual.
    Increment
    Specify an increment for the service order. This field is disabled when the frequency is set to annual.
    Down Time
    Specify the number of days needed to perform maintenance work. This information is used with scheduling equipment in a plant maintenance scenario to ensure that work is not performed while the equipment is unavailable.
    Lead Time
    Specify the length of time that is needed in order to prepare for the work to be performed on a maintenance SRO.
    Increment
    Specify one of these increments:
    • Days
    • Months
    • Years
    • Meter
    Start Date
    Select a date for the beginning of maintenance.
    Start Meter
    SRO Template
    Select the SRO template.
    Line
    Select the SRO line.
    Last SRO Generated
    The last service order that was generated for the maintenance line is displayed.
    Schedule Basis
    Select whether maintenance service orders are generated based on the end date, close date, or maintenance date of the last SRO.
    Schedule Future
    Select this check box to create maintenance service orders based on the frequency selected and regardless of any prior SROs that are open in the system for the selected maintenance line.
    Cust PO
    Optionally, specify a customer purchase order number.
  5. Save the record.
  6. Optionally, click Copy Maintenance to copy the item planned maintenance schedule to use for the unit maintenance schedule.
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