Enter PM Settings

Explanation

Use this activity to create and connect PM actions per service line.

Prerequisites

• Service lines should exist in Service Contract/Services.
• Actions and maintenance organizations should be entered in IFS/Basic Data for Maintenance. Ideally a work time calendar should be connected to the maintenance organization.

System Effects

As a result of this activity a new PM action will be created and connected to the service line. If the PM actions are calendar based, a maintenance plan will be generated and displayed on the Service Contract/PM Maintenance Plan tab.

Window

Service Contract

Related Window Descriptions

Service Contract
Service Contract/PM Settings

Procedure

1. Open the Service Contract window and query for an active service contract (F3).
2. Click the PM Settings tab and create a new record (F5).
3. Enter the service line number that you want to connect the PM action to in the Line No field. Use the List of Values to select a suitable value. Note: When you enter a line number the following fields will be populated with the values from the service line: Object Site, Object ID, Work Type, Valid From as well as Maint. Org. and Valid To (if entered on the Services tab). Note: The valid time period of the PM action should not  fall outside the valid time period of the service line.
4. Enter a value in the Action Code field by using the List of Values.
5. If you want a maintenance plan generated, (work order generation = Calendar Generation) include values in the Start Unit, Start Value, Interval Unit and Interval Value fields. For event generation enter values in the Event, Start Event and Event Interval fields.
6. Additionally enter values in the remaining fields as per your requirement.
7. Save the information (F12).
8. Right-click the row, point to PM Action Status and click Active to activate the PM action.