P.M. Tasks Performed Information - Field Descriptions

Use this window to input details regarding the completion of the selected task.

This information will display on the P.M. Schedule screen.

Field

Description

Batch code

Enter the applicable batch code or press Enter to accept the default of the current operator code.

Service person

Enter the name of the person who performed the completed task.

P.M. date

The current Preventive Maintenance processing date is the default. You can enter a new date or search for the date that the selected task was completed.

Meter # 1

This field will default to the latest meter reading on or before the specified P.M. date, but you can enter a different meter value. This field is required if meter # 1 is defined for this equipment code.

Comment

Enter a note of up to 30 characters that pertains to the completed task.

Warehouse

These fields are required, and the entries will display on the P.M. Service - Parts Used window for all tasks selected to be completed.

Entries made in this window will override entries in Inventory Control Installation, Inventory Item, or partial entries in the Standard Parts List window. For example, if the completion process includes two tasks (one with warehouse/cost category and one without) then entries made in this window will override both.

Note: These fields display only if the Update Inventory Control checkbox is selected on the Preventive Maintenance Installation screen, and there are parts detail records for the selected task that do not have a valid warehouse.

Cost category