Any contract line that requires routine maintenance must have at least one contract maintenance schedule defined in order for an SRO to be generated at the specified frequency.
Each maintenance record contains the frequency of the visits and a description of the work that needs to be done. Attached to the maintenance record are units that need serviced along with the operations that need to be completed. Other settings include:
Follow these steps to set up a schedule:
Contract
Select the unique alphanumeric used to identify a contract.
Maint Line
The default order is 1, 2, 3, and so on, but you can specify the value manually when entering additional line records.
Status
The status of the contract is displayed. The status can be estimate, template, open, hold, or closed.
Description
Specify a description for the contract.
Start Date
The current date is displayed. You can specify a different date.
SRO
Select the SRO.
Frequency
Select a frequency to determine how often to produce maintenance service orders. Options are:
Date Duration
Specify the length of time the maintenance will take. This value is used in conjunction with the Increment or Duration Type field to determine the calculation.
Increment
Select the increment time for the schedule. Available choices are Day(s), Month(s), Year(s), or Meter.
Down Time
Specify the number of days needed to perform maintenance work.
Lead Time
Specify the length of time needed to prepare for the work to be performed.
Lead Time Type
Select the frequency to use in conjunction with the Lead Time to determine when the maintenance service order is created. Options are:
Cust PO
Specify the customer purchase order. A value is required for this field if the PO Required flag is selected.
Auto Generate PO
Select this check box to automatically create a purchase order for the maintenance service order generated by SRO creation routine.
Auto Create Incident
Select this check box to have one incident created for each SRO generated from the Service Contract SRO Generation Utility.
Last SRO
The last service order that was generated for the maintenance line is displayed.
Lead Partner
Select the partner responsible for the SRO.
Schedule Basis
Select a value to determine 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 open in the system for the selected maintenance line.
Use Fixed Price
Select this check box to add a line and a project/fixed operation to the SRO as it is created for billing purposes.
Fixed Price Billing Amount
Specify the billing amount to be assigned to the created SRO when the Use Fixed Price check box is enabled.
Include Tax in Price
Select this check box to include any tax amounts as part of the price. This option applies for the billing type of project/fixed.
All Operations From SRO
Select this check box to create a service order operation for each operation on the selected SRO or SRO template.
All Lines from Contract
Select this check box to create a service order line for every line on the contract.
All Units From Customer
Select this check box to create a service order line for every unit owned by the customer on the contract.
Using Contracts to Track Maintenance Agreements for Customers
Using Contracts to Generate Service Orders