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.


Standard procedure

1. Go to Product information management > Products > All products and product masters.
2. Click New.
3. In the Product type field, select 'Service'.
4. In the Product subtype field, select an option.
 

Note: The default value of the Product subtype field is Product. So you only need to change it if the new product must be a Product master.

5. In the Product number field, type a value.
6. In the Product name field, type a value.
 

Note: Give the new product a meaningful name that is clear for the users of DynaRent.

7. Click OK.
8. Click Dimension groups to open the drop dialog.
9. In the Storage dimension group field, enter or select the desired Storage dimension group.
10. In the Tracking dimension group field, enter or select the desired Tracking dimension group.
11. Click OK.
12. Click Save.
13. Close the page.
Related to Notes

Create and maintain product

 

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