Automatically generate a service workorder from a preventive maintenance

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To automatically create service workorders from a preventive maintenance, the following is required:

 

1. The AyaNova Generator is running

If stand-alone default installation, you are logged into the AyaNova program as a user other than the AyaNova Administrator that has full rights to PM and workorder objects.
If network configuration, the AyaNova Generator Service is successfully installed and running as per the technical section in this help file on configuring the Generator service

See also:

Network Generator Installation Steps

 

2. The Preventive Maintenance has a Threshold Time Span and a Next Service Date that coincide, and the Active field is check-marked

Threshold time span dictates how far in advance of the service date you wish the workorder to be generated.

See also:

Preventive Maintenance entry screen

 

 

 

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

 

PMentry6

 

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.