Manually generate a service workorder from a preventive maintenance

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1.From the Preventive Maintenance grid, use the row selector to select the PM you wish to convert to a service workorder

 

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2.Select the menu option Manually Generate Service Workorder

 

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3.The Service Workorder generated will now open, where you can edit the actual parts need, and any other fields

 

4.If you close the Service Workorder and save, and return to viewing the Preventive Maintenance grid, you will note that the Next Service Date will have automatically advanced for that PM based on the Generate Time Span settings .

 

 

 

 

 

Parts selected in a Preventive Maintenance

 

Do note that as parts entered in a preventive maintenance order do not affect inventory, when a preventive maintenance order is converted to a service workorder, that the quantity of parts in a PM are not entered in the Quantity column within the Parts subgrid in a service workorder.

 

Parts via a PM are entered in a column within the parts subgrid Quantity Required in a service workorder only as a reminder of the amount that should be used as per the preventive maintenance.

 

AyaNova can not pre-enter this quantity in a service workorder as user intervention may be required because:

 

a part may or may not have a serial number
the quantity may or may not be in stock

 

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In the screenshot above, this service workorder was created by a preventive maintenance. The Quantity Required is indicated in the Parts sub-screen, but the Quantity has not yet been entered by the user.