Create recall plan

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Create a recall plan for a business object or group of business objects. Add a work order template that includes a recall task.

Use a query to filter the business objects. If the Critical field is enabled, a work order is created for each object in the query.

The following fields are used in the recall setup:

Field

Description

Edit query

Modify the query used to filter business objects.

Reason code

Select the reason for the recall, such as a manufacturing issue.

Start date

Set the start date for the generated work orders.

Reset query

Clear the existing query.

Business objects

View the affected business objects in the plan.

Critical

If selected, Rental Management creates a work order for each object in the query.

You can create or confirm a recall from the Recall menu item or the Default maintenance plan menu item.

Steps

  1. Go to Business objects > Setup > Service and maintenance > Recalls.

  2. Click New.

  3. In the Maintenance plan code field, type a value.

  4. In the Description field, type a value.

  5. In the Work order template ID field, enter or select a value.

  6. Click Edit query.

  7. In the list, mark the selected row.

  8. In the Criteria field, type a value.

  9. Click OK.

  10. In the Reason code field, enter or select a value.

  11. In the Start date field, enter a date.

  12. Enable/Disable the Critical field. (Optional)