Equipment PM Schedule form: PM Generation and Planning

Specify the information the system uses for PM generation and planning.

Model WO (model work order)

Enter a number that identifies an original document if you use model work orders. This document can be a voucher, a sales order, an invoice, unapplied cash, a journal entry, and so on.

If you enter a value in the Procedure field and a model work order number, the system displays a warning message indicating that the work order might have its own procedure that could conflict with the procedure that you entered.

Procedure

Enter a value from UDC 48/SN (Send Record) that indicates a code for a labor procedure.

Occurrences

Enter the estimated number of occurrences per year for the service type. The PM Projections program uses information from this field, in combination with the last completed date, to project future schedule requirements.

You can use processing options to automatically calculate the estimated occurrences, based on:

One year of PM history

Two years of PM history

Inception-to-date PM history

If you use processing options to calculate the estimated occurrences, you cannot manually update this field.