Enter Service Calls (SE30)

Enter Service Calls (SE30) – PM

The PM folder is only available if the CT (Contract Billing) module is installed and an active contract exists for the equipment with a Preventative Maintenance schedule set up, and the Type of Call (SE14) for the Service Call has the Preventative Maintenance flag set. For more information about Call Types click here.

The purpose of the PM folder is to display the Preventative Maintenance schedule set up in Contract Maintenance and to flag which components of the PM schedule has been completed.

The list below defines every field on the PM folder:

• PM Program - Displays the PM program set up in the Contract Maintenance (CT30) PM folder.

• Frequency - Displays the Frequency in Months or Days set up in the Contract Maintenance (CT30) PM folder.

• Last PM Date - Displays the date the last PM was performed.

• Next PM Date - Displays the date the next PM is due.

• Due - Indicated whether the equipment is due for preventative maintenance based on the Next PM date.

• Done - Indicates if the preventative maintenance work has been performed. This will cause the Invoice Listing and Creation (SE42) to advance the Last PM/Next PM dates on the Contract Master.

  The following fields are populated once a record is recalled from the Meter list box.

  • Meter - Displays the Meter number that is recalled from the Meter list box.
  • Due - If this check box is selected it indicates that the equipment is due for a Preventative Maintenance visit as per the schedule setup for this meter in the PM folder of CT30. This check box cannot be modified.
  • Done - If the preventative maintenance requirements were satisfied for the schedule set up for the meter, select this check box. This field controls the update in the Invoice Listing and Creation (SE42) of the Last Meter Reading field, necessary in determining when the next PM will be due for the meter.
  • Maximum - Displays the maximum meter reading before a Preventative Maintenance visit is due from the PM folder of Contract Maintenance. This field cannot be modified.
  • Range - Displays the number of meter units between Preventative Maintenance visits from the PM folder of Contract Maintenance. This field cannot be modified.
  • Last Meter - Displays the meter reading at the time of the last Preventative Maintenance visit. This field cannot be modified.
  • Current Meter - Enter the meter reading at the time the Preventative Maintenance work is done.
  • Maintenance Details - Displays any Maintenance Details entered in the PM folder of Contract Maintenance. This field cannot be modified.

  The following table outlines the functionality of each button on the bottom of the Dates folder:

  Button Label	Icon	Functionality
  Update		The Update button updates the entered information and automatically returns you to the Close folder..
  Delete		The Delete button clears all of the information (including the meters listed in the meter list box and any of the PM information from the Contract Maintenance (CT30)). Note: Once the PM information in SE30 the same information is also removed from PM Program folder of CT30.
  New		The New button clears the current service call . You can enter a new service call or recall an existing service call. Note: If you click the New button before you click the Update button changes to the meters will not be saved.
  New Record		The New button clears all of the information in the Meter list box. The information is not deleted. To retrieve the information click on any other folder and then click on the PM folder again.
  Dispatch Query		The Dispatch Query button is used to locate a specific service call, or to dispatch calls without opening the call in SE30. The Dispatch Service Calls browser contains the following information and functionality: A list box that contains the Customer, Technician, City, Type, Equipment, Status (if the service call has been dispatched ‘Disp’d’ displays in the column), Call Date and Time. Undispatched - When this radio button is selected only un-dispatched calls display.. All Calls - When this radio button is selected all calls are displayed. Sort by - Gives you the option to select one of multiple sort methods to review the open calls the list box though a drop list . Displays Customer and Contact information for the selected service call. Displays the details entered for the selected service call. Select - The Select button opens the selected service call in the list box in SE30. Dispatch Now - The Dispatch Now button sets the status of the selected service call in the list box to ‘dispatched’. Note: Service Calls cannot be dispatched: If the service call is an estimate. If the service call with missing mandatory fields. If the service call that have already been dispatched. If the service call is closed. If the service call is for a customer that is on a credit hold.

  
  ^SE30/PM