How to automatically create a list of PM (preventative maintenance) calls for machines.

The system uses the pm months and/or clicks from the models serviced table. This can be overridden at the machine level by setting the pm months and/or clicks on the machine master.

When a service call is completed, and the PM service type is used, the system will update the date and reading of the pm call in the service master. You can also display the master and set the date and/or reading of the last pm service call.

Go to Service/Contract Billing, Service Calls, Display/Dispatch PM.  Click the Search for PM Due button at the top of the screen.  The system will then calculate the date of the next PM.  If that date is during the current or next month, an entry will be added to the list for that machine.

The program will not do this is the contract type ends in TM (time and materials).


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Category: Service