Creating Scheduled Maintenance Records

Once maintenance types are created, you can assign them to equipment records. This process creates scheduled maintenance records with a due date and due-at amount based on the maintenance type.

If the task or task list added to the maintenance type has been marked inactive in Service Management, when you create the scheduled maintenance record, the inactive tasks/task lists will not be added to the maintenance record. 

To create a scheduled maintenance record:

1. Select Microsoft Dynamics GP > Tools > Routines > Equipment > Scheduled Maintenance Creation.
2. Use the filters to select equipment records in the upper portion of the window. The window opens with all active equipment records displayed.
3. Use the Maintenance Class ID and Maintenance Type ID filtering fields to display maintenance types in the lower portion of the window. The window opens with all maintenance types displaying.
4. Mark the checkboxes individually or use the Mark All and Unmark All buttons to create scheduled maintenance records for each combination of marked equipment in the upper portion and marked maintenance types in the lower portion of the window.
5. Select Create. If the Use Meter checkbox is marked in the Scheduled Maintenance Type Setup window, the unit of measure assigned to the scheduled maintenance record in the Scheduled Maintenance Type Setup window and to the equipment record in the Life U of M field in the Equipment Manager window must be the same. If it isn't, scheduled maintenance will not be created for the equipment record. You will be notified of this on the exception report, which prints after selecting Create.