It is advised to generate PM service orders once a month to view which agreements need to be serviced for the month.
From the tree menu, click Service Management > Generate PM Service Orders.
Figure 1: Navigate to Generate PM Service Orders
Under the Main Tab, Enter the date range of the PM Service orders you wish to schedule. Enter the Problem Code to Assign, which should be PM. Also, enter the TRADE, which in this example is HVAC. The problem code and trade fields will appear on the service order and can be used as filters when trying to find the service order. The other fields, such as Asset Type and Inspection, will allow you to filter for different types of PM service orders to schedule; these are not mandatory.
Figure 2: Main Selection Screen
It is advised to always do a pre-run when generating the scheduled PM service orders for an agreement by NOT checking the generate service orders box before clicking NEXT to generate the report. After the report is generated and the locations and tax information are reviewed for correctness, the report should be re-run with the Generate Service Orders box checked. Checking the Generate Service Orders Box will create the service orders for scheduling. If you notice a location or tax issue after the service order numbers are generated, they will need to be voided and generated again.
Figure 3: Generate Service Orders Check Box
Under the Agreement Selection Tab, you can further filter which PM service orders to generate. The Termination Status will automatically filter to non-terminated. You can filter for agreement, customer, agreement group, agreement type, service manager, or multi-year agreement. None of these fields are mandatory.
Figure 4: Agreement Selection Screen
Under the Location Selection tab, you can filter the scheduled billing results by location. These fields are also not mandatory. Click “PROCESS” in the bottom right of the screen.
Figure 5: Location Selection Screen
Open the report status workbench in the top right corner of the screen to view the Generate PM Service Orders report. If the Generate Service Orders box was checked, a corresponding cost codes creation report will appear. You will see the report of Generated PM Service Orders, along with the corresponding cost codes creation. Hyperlink into the Generate PM Service Orders Report.
Figure 6: Report Viewer
The Generate PM Service Order report will display the PM Service Order Calls that were generated along with the Service Order Number and the information for the order, such as Estimated Hours, Asset and Inspection type.
Figure 7: Generate PM Service Orders Report
To view the actual service orders generated, from the tree menu, click Service Management > Service Orders. Filter for service order type of PM to view the service order(s) created (you may need to do an advanced filter by date depending on how much history is in the system).
Figure 8: Created Service Order
