Fill in applicable fields (General tab)

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On the General tab of a maintenance plan, complete the following fields:

  • Creation method: Defines when to create a work order. Options include:

  • Next maintenance: Requires a work order template ID.

  • Advance next maintenance: Requires a work order template ID and advance margin.

Note

Not all options apply to both time-based and consumption-based plans. Recall plans default to Never unless a template ID is added.

Other fields include:

  • Warn when due: Displays a warning when a work order is due.

  • Main task: Marks the work order as completed when this task is finished. If blank, all tasks must be completed.

  • External task: Marks the maintenance plan as completed when this task is finished on any line.

Steps

  1. Go to Business objects > Setup > Service and maintenance > Default maintenance plans.

  2. Click New.

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

  4. In the Description field, type a value.

  5. In the Creation method field, select an option.

  6. Sub-task: Enter a value for Advance margin.

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

    2. In the Main task field, enter or select a value.

    3. In the External task field, enter or select a value.

    4. Select Yes or No in the Warn when due field.

    5. Click Save.