Generate Maintenance from Contract Schedules

Form ID: (FS500300)

On this form, you can generate new service orders and appointments for service contracts.

Form Toolbar

The form toolbar includes the buttons described below.

Button Description
Process Generates service orders for the schedules that you have selected in the table.
Process All Generates service orders for all schedules listed on the Schedules tab.

Selection Area

By using the elements in this area, you can filter the contract schedules that will be displayed on the Schedules tab, and you can define the period of time when the service orders or appointments will be generated in the system.

Table 1. Filtering Options Section
Element Description
Customer

The customer for which you want to view the schedules.

The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
  • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Location The customer location for which you want to view the schedules.
Branch The identifier of the branch for which you want to view the schedules.
Branch Location The identifier of the branch location for which you want to view the schedules.
Table 2. Generation Option Section
Element Description
Generate Up To The end date of service order or appointment generation. The documents are generated from the start date specified for the schedule on the Service Contract Schedules (FS305100) form until the date specified in this box or the expiration date of the schedule. By default, the current business date is selected in this box.

Schedules Tab

The table contains the list of service contract schedules that match the criteria you specified in the Selection area. You can process all the schedules by invoking Process All, or select the schedules you want to generate and click Process.

The table toolbar has only standard buttons.

Column Description
Included A check box that you use to select a schedule to include it in the process.
Branch The unique identifier of the branch.
Branch Location The unique identifier of the branch location.
Customer The customer associated with the service contract.
Contract Location The customer location specified for the service contract on the Service Contracts (FS305700) form.
Service Contract ID The identifier of the route service contract.
Customer Contract Nbr. The reference number of the service contract, which the system automatically generates for every new service contract of this customer.
Description A description of the service contract.
Schedule ID The identifier of the schedule of the contract according to which the service orders or appointments will be generated.
Schedule Location The customer location where the scheduled activities take place
Recurrence Description The description of the recurrence setting of the service contract schedule.
Schedule Generation Type The type of the documents generated for the schedule. The options are: Service Orders or Appointments.
Start Date The date from which the schedule is generated.
Expiration Date The end date of the range when the schedule is generated.
Last Generated Service Order Date The last time the service order associated with the service contract was generated.

History Tab

The table on this tab contains the history of generated service orders and appointments.

The table toolbar has only standard buttons.

Table 3. Table Columns
Column Description
Generation ID The identifier of the generation process.
Up to Date The last day when the documents were generated during the generation process.
Generation Date The date when the generation process took place.

Error Log Tab

The table contains the history of errors that occurred during the generation processes.

Table 4. Table Toolbar

The table toolbar includes the buttons described below.
Button Description
Clear All Errors Clears the list of errors.
Table 5. Table Columns
Column Description
Generation ID The identifier of the generation process.
Customer The customer associated with the service contract.
Service Contract ID The identifier of the service contract associated with the schedule.
Schedule ID The number of the schedule, which is a combination of the service contract number and the next number of schedule sequence. The schedule sequence ranges from 1 to 99.
Generation Date The date when the generation process took place.
Error Message The text of any error that occurred during the generation process.