ee Chapter 8: Maintenance Management You use the Maintenance Management module to enter maintenance requests, track maintenance jobs, and plan preventative maintenance tasks performed on equipment in a manufacturing or distribution facility. This includes internal capital equipment, tools, gauges, and fixtures such as air conditioning units, forklifts, and shop floor tools. You perform preventative maintenance according to predefined schedules, based on elapsed use time or on equipment ‘meter readings. You can also use functions within the module to manage manual requests for maintenance on specific ieces of capital equipment. Several methods are available for entering maintenance jobs. A tradesman or manager can directly enter them, jobs can be planned in advance and scheduled based on calendar schedules or meter reading intervals, or they can be generated from maintenance requests you enter for specific tools or pieces of equipment. The Maintenance Management module is not intended, however, for managing maintenance services performed on equipment sold to customers. You must use the Field Service module to manage services performed on customer-owned items. For more details, review the Field Service chapter. Setup This section describes the primary records you need for the Maintenance Management module. These programs are contained within the Setup folder; only the primary records are described here. Some areas within the next Operations section may also document setup records if they are required for a specific workflow. You may also need to set up some parameters within Company Configuration. Some modules have global settings you define through this administration program. For more information, review the application help for this module; the Configuration topic details the options you define within Company Configuration. You can also review the Company Configuration chapter in the Epicor ERP Implementation Guide. Equipment Type Use Equipment Type Maintenance to define and organize (group) multiple pieces of equipment by kind, or type. Equipment types can be high level categories or very specific categories. Examples of equipment types include ‘Transportation Device, Motor, Pump, and so on. Each piece of equipment you define in Equipment Maintenance ‘can only have one attached equipment type. The defined codes are used in various Maintenance Management search programs and reports to filter the results Menu Path: Service Management > Maintenance Management > Setup > Equipment Type To define equipment type codes: 1. Click the Down Arrow next to the New button: select New Equipment Type. xchat jent Type Detail sheet displays. 316 Epicor €8° | 100.700Epicor ERP Application User Guide - Part One 2. Enter the Type code identifier. 3. Enter a Description of the equipment type code. 4. Click the Down Arrow next to the New button; select New GL Control The GI Control - Detail tab displays a ° MEE srt “courte A ore: a 5. In the GL Control tab, you can specify the accounts and journal code used to post transactions to which the record applies. You can associate one or more GL controls with an equipment type record. 6. When you finish, click Save on the Standard toolbar. Equipment Status Use Equipment Status Maintenance to define custom codes that denote the status of a piece of equipment; for ‘example, In Service, Requires Maintenance, and Out of Service. Each piece of equipment you define in Equipment Maintenance can only have one equipment status code attached to it Menu Path: Service Management > Maintenance Management > Setup > Equipment Status, To define equipment status codes: 1. Click the New button on the Standard toolbar. 2. The Equipment Status Detail sheet displays. Enter the Status code identifier 3. Use the Default check box to specify if this is the default status code used on all new pieces of equipment entered in Equipment Maintenance. You can override the default code for specific pieces of equipment to accommodate the needs of your operations 4, Enter a Description of the equipment status code, 5. When you finish, click Save. Epicor ERP | 10.0.700 37per & | Maintenance Management Equipment Location Use Equipment Location Maintenance to define the physical location of each piece of equipment. The physical location of equipment can be defined at a high level (Building A) or at a detailed level (Building A Pole 45). Each piece of equipment you define in Equipment Maintenance can only have one attached equipment location code Menu Path: Service Management > Maintenance Management > Setup > Equipment Location 1. Click the New button on the Standard toolbar, 2. The Equipment Location Detail sheet displays. Enter the Location code identifier. 3. Enter a Description of the equipment location code. 4, When you finish, click Save. Resources/Resource Groups Use Resource Group Maintenance to define the resource groups and resources you will assign to operations used during maintenance job entry. These resources and resource groups define what capacity for work is available during the scheduling process. A resource isa subset of a resource group, and is defined in the Resources > Detail sheet within Resource Group Maintenance. Each resource is an asset within your manufacturing center that performs a specific function. A resource can be a physical piece of equipment like a tool or a gauge required to measure various parts, or, a resource can be an employee like a tradesperson, electrician, and so on Resource groups and resources carry labor and labor burden cost estimates, and define where and how to perform operations. This section briefly describes resources and resource groups. Refer to the Engineering chapter for detailed information on how to create and define resource groups. Menu Path: Service Management > Maintenance Management > Setup > Resource Group. To define resources and resource groups: 318 Epicor €8° | 100.700Epicor ERP Application User Guide - Part One 1. Click the Resource Group button to find and select a resource group. Teste ome Ca Dent se Be u orettaant a -tan Click the Down Arrow next to the New button; select New Resource. Epicor ERP | 10.0.700 aigee 3. The Resources > Detail sheet displays. Enter the unique identifier for the Resource. Pry raer Se = otnsianne exe tr ear 4, Enter a Description that further identifies the resource. This text displays on various reports and windows throughout the application. 5. When you finish, click Save on the Standard toolbar. Equipment ‘You use Equipment Maintenance to define equipment records for each tool or piece of capital equipment you plan to track. For each equipment record, you specify identifying items like Brand, Model Number, Serial Number and also maintenance plan information. Additionally, you can establish parent/child relationships between different pieces of equipment. if you use the Enhanced Quality Assurance module, you can designate the inspection plan and specifications to record equipment calibration information, You can also attach and store a picture of the tool or piece of equipment. Menu Path: Service Management > Maintenance Management > Setup > Equipment Detail Use the Detail sheet to enter specific information for the equipment record. For each record, you enter information such as serial numbers, in service data, warranty expiration date, location, and specific maintenance required You can also optionally ink the equipment record to a parent record. For example, you may have a capital piece of equipment (such asa Conveyor System) that contains secondary, or child pieces of equipment (such as Motors cr Controllers) you wish to separately track based on their own individual maintenance schedules. To do this, you first create an equipment record for the parent item, then create individual equipment records for each of ‘the child items, and finally ink them together using the Parent field. 320 Epicor €8° | 100.700Epicor ERP Application User Guide - Part One To define equipment records: 1. Click the Down Arrow next to the New button; select New Equipment. Oe nee a serene caw inseneoeB ee — BB coe} The Detail sheet displays. Assign an identification number for the equipment record in the Equipment ID field 3 Select the appropriate Status for this equipment item. You define the available options in Equipment Status Maintenance. 4. Select the Site in which the maintenance will be performed. 5. If you need, select the Fixed Asset record to which the equipment item is associated, 66. Select the appropriate Resource Group and Resource associated with the equipment record. 2. Enter a brief Description for the piece of equipment. Optionally, enter additional identifying information for the equipment. This includes the OEM, Serial ‘Number, Brand, and Model number. Select the appropriate equipment Type. You define the available options in Equipment Type Maintenance. Epicor ERP | 10.0.700 221322 ee 10. Specify the Meter UOM Class and Meter UOM for the equipment. This specifies the unit of measure, like minutes, hours, units, and feet, in which the equipment meter reading is expressed. Perera rarer 11. Record the In Service Date for the equipment. 12. Specfy the Warranty Expiration for the equipment. 13. Using the Location drop-down list, select the appropriate equipment location. You define the available options in Equipment Location Maintenance, 14. Optionally, enter or select the Parent equipment record to which this equipment record belongs. This value indicates this piece of equipment is related to another primary, or parent, piece of equipment. 15. If you wish, select the Project ID to which you want to associate this piece of equipment. 16. if you need, select the Parts Supplier and the Service Supplier for the equipment item. 17. \f you are using the Enhanced Quality Assurance module, you can record calibration information against specific pieces of equipment. Select the Inspection Plan used for recording calibration information. it must be defined as a Calibration type inspection. 18, Select the Specification that contains the calibration inspection parameters. 19. The Last Calibration Date field automatically populates when the item is calibrated, Epicor €8° | 100.700Epicor ERP Application User Guide - Part One 20. When you finish, click Save on the Standard toolbar. Maintenance Planning Use the Maintenance Planning sheet as needed to create preventative maintenance plans for the equipment record. Each plan you create represents a preventative maintenance procedure that needs to be completed on the item; for example, oil changes, filter replacements, belt changes, and so on. You can designate the preventative maintenance plan as time- or meter-based. Time-based maintenance plans are based on a designated calendar frequency, while meter-based maintenance plans are triggered based on equipment meter readings you record in Meter Reading Entry ‘The background Maintenance Plan Processor scans the preventative maintenance plans you define for the equipment record and creates maintenance job records you can update as needed in Maintenance lob Entry. For each maintenance plan you define, you can optionally select a template job that defines the operations, resources, ‘and materials used in the maintenance jobs generated for each equipment maintenance plan To create preventative maintenance plans: 1. Click the Down Arrow next to the New button; select New Equipment Plan. HQ tencinon (e058 AL MEE Qc | 2. The Maintenance Planning > Detail sheet displays. Assign an identification number for the Plan. 3. Enter a Description that briefly describes the plan. 4, Use the Recurring check box to specify if the maintenance should recur in the future once it has been performed 5. If the planis time-based, specify the Frequency and select the unit of measure that represents the frequency at which the maintenance occurs. For example, if the maintenance occurs every three months, enter 3 in the Frequency field, and select Months in the field tots right. Valid selections include Days, Weeks, Months, or Years. Epicor ERP | 10.0.700 323ee 6. If the plan is time-based, specify the Next Execute Date on which the Preventative Maintenance Process will create a maintenance job order for this plan. 7. if the plan is meter-based, use the Meter field to specify the number that is added to the last executed meter value in order to determine the next time this plan should run, 8. If the plan is meter-based, specify the Next Execute Meter value at which the Preventative Maintenance Processor should create a maintenance job order for this plan. Specify the number of Buffer Days for the maintenance plan. This value is the number of days ahead of. the actual due date the process should generate the maintenance job for the plan, 10. Optionally, select the Template Job you want to associate with the maintenance plan. 11. Use the Topics section to associate topics with the maintenance plan. Refer to the next Topics section for more information. 12. Click the Specifications tab as needed to add free-form specification text for the equipment record. 324 Epicor €8° | 100.700Epicor ERP Application User Guide - Part One O-w x mOM IO S)X2 J. Click the Children tab as needed to view the secondary, or child, equipment items associated with this equipment record 15. When you finish, click Save on the Standard toolbar. Epicor ERP | 10.0.700 225ee Topics Use Topic Maintenance to define maintenance issue and resolution topic codes. You assign maintenance issue topic codes in Maintenance Request Entry or Maintenance Job Entry to identify the maintenance issues that need to be resolved on a piece of equipment. Likewise, you assign topic resolution codes in these programs after the maintenance is performed to analyze equipment failures and required maintenance tasks. Topic Maintenance supports ten levels of sub-topics for each topic. As a result, you can further subdivide the ‘scope of maintenance issues. For example, Engine could have the sub-topics Dirty Filter and Fouled Spark Plugs, and each of these topics can have subtopics. Menu Path: Service Management > Maintenance Management > Setup > Topic To add a maintenance issue or maintenance resolution topic: 1. Click the Down Arrow next to the New button; select New Case Topic. Brien cm Qecmnnon 2 ane 2. Enter a Topic ID. 3 Enter a Description of the maintenance issue, or maintenance resolution. 4, Select the Top Level check box if this is a top level issue or resolution topic that will contain subordinate issue or resolution topics. Clear this check box if this is an issue or resolution that is subordinate to a parent topic. Select the Maintenance Issue check box if this topic is used to describe a maintenance issue that needs to be resolved 6. Select the Maintenance Resolution check box if this topic is used to indicate how a maintenance issue will be solved. 7. If you are defining a subordinate maintenance issue or resolution topic, click the Down Arrow next to the ‘New button; select New Case Topic Parent. 326 Epicor €8° | 100.700Epicor ERP Application User Guide - Part One 8. The Parent Topics > Detail shect displays. Select the Parent Topic. Specify the Parent Sequence number. 10. When you finish, click Save on the Standard toolbar. Maintenance Operations Use Maintenance Operation Maintenance to define specific operations required to complete a maintenance job. You add the operations you define in this program to a maintenance job or a maintenance job template in Maintenance Job Entry. Examples of maintenance operations include: Remove Panel A, Switch off Electrical Power, or Open Valve C. Maintenance operations can also be much more complex, and can include paragraphs of detailed instructions and guidance. ‘You define maintenance operations as internal or subcontract operations. Internal operations track the hours and costs forall planned and actual labor performed. Subcontract operations track the movement of parts and costs associated with outside services Menu Path: Service Management > Maintenance Management > Setup > Maintenance Operation Create Maintenance Operations ‘You define maintenance operations as internal or subcontract operations. Internal operations track the hours {and costs for all planned and actual labor performed. Subcontract operations track the movement of parts and ‘costs associated with outside services. To create maintenance operations 1. Click the Down Arrow next to the New button; select New Operation. ier a 2. In the Operation field, enter 2 concise identifier for the maintenance operation, 3. Now in the Deser \n field, enter a brief explanation for the operation. 4, The Text field displays standard comments you want to print on the Maintenance Request and Maintenance Job Reports, 5. If this is a subcontract operation performed by an external resource, select the Subcontract Operation check box. Clear the check box if its an internal operation. Epicor ERP | 10.0.700 327ee 6. For internal operations, select the Primary Operation Detail number. For subcontract operations, select the Primary Supplier performing the subcontract operation. You can also select the Buyer code for the subcontract operation. Select the Resource Groups or the Resources To select the resource groups or the resources used to run this operation, 1. Click the Down Arrow next to the New button; select e'ther New Resource Group Requirement or ‘New Resource Requirement. For this example, you are linking this maintenance operation to a resource group. The Scheduling Requirements > Resource Groups sheet displays 328 Epicor €8° | 100.700Epicor ERP Application User Guide - Part One 3. In the Resource Group ID field, find and select the resource group you wish to add to the maintenance operation. To do this, right-click this field. From the context menu, select Open With > Resource Group Search. Pere reer 5. Click OK Epicor ERP | 10.0.700 328ee 6. The resource group you selected displays within the grid. Continue adding resources and resource groups that run this operation. a Optionally, you can use the Resources sheet to add resources for the maintenance operation, or use the Capabilities sheet to add capabilities for the maintenance operation. Operation Text Use Operation Text Maintenance to set up standard operation text that displays on maintenance job travelers printed on the Maintenance Job Report. Operation text records are standard comments you associate with an ‘operation in Operation Maintenance. For example, you can set up standard instructions or warnings as Operation ‘text records and then associate them with specific operations. If you associate a specific operation text record with an operation, that text automatically prints on the job traveler below job operation comments. Menu Path: Service Management > Maintenance Management > Setup > Operation Text To add operation text: 1. Assign a unique Code identifier for the operation text. OREM 9 eccctn onre 2. Enter a Description for the operation text 3. Enter the additional Operation Text that you want to print on the maintenance job traveler. 4. When you finish, click Save on the Standard toolbar Operations This section details the operations you can use within the Maintenance Management module, Each operation is described as a workflow to help guide you through the process from start to finish, These programs are primarily 330 Epicor €8° | 100.700Epicor ERP Application User Guide - Part One found within the General Operations folder for this module. If a unique setup record is required to run the operation, this record is also described in this section. Request Entry Use Maintenance Request Entry to request that maintenance be performed on a piece of equipment. Employees with the appropriate permissions can search for a particular piece of equipment based on some of the fields defined in Equipment Maintenance. When the equipment is identified, you use predefined codes and enter free form description to identify the issues or maintenance that is requested, Menu Path: Service Management > Maintenance Management > General Operations > Request Entry To enter a pending maintenance request 1. Click the New button on the Standard toolbar. a] rom. BEG rome 5 eo Bi avant ME any tno SO 2. Asystem-assigned identifier displays in the Request field. This value only displays for your information; you cannot change it 3, Select the Equipment ID for the piece of equipment that requires maintenance. 4, Enter the Required Date. This value defines the due date for when the maintenance work must be finished 5. Select the Priority for the required maintenance, 6. Enter a Description of the maintenance issues, and then select the Topies that categorize the nature of the required maintenance. 7. When you finish, click Save. Epicor ERP | 10.0.700 3ee Your request is now waiting for disposition in the Maintenance Request Queue. Request Queue After you enter a request for maintenance into Maintenance Request Entry and submit it for approval, i displays in the Maintenance Request Queue. & tradesperson or manager can then disposition the result. After the request is approved, @ maintenance job is created and is linked to the submitted request. No further updates are made to the maintenance request until the maintenance job order is complete. Once the maintenance job order is finished, the status of the request automatically updates to Complete Menu Path: Service Management > Maintenance Management > General Operations > Request Queue To disposition the pending maintenance request 41. Click the Request button to find and select the maintenance request identifier. a Siew fired) 2. To approve the maintenance request and create a maintenance job order, click the Approve Job button. 3. To approve the maintenance request and create a maintenance job order that is immediately placed on hold, click the Approve Job on Hold button, 4, To reject the maintenance request, click the Reject JobRequest button. You must enter text that indicates the reason for the rejection, 5. Click Save on the Standard toolber. Maintenance Job Entry Use Maintenance Job Entry for direct entry of maintenance jobs for a particular piece of equipment, When entered bya tradesman or manager, the maintenance job record is used to initiate and track the progress of maintenance. Menu Path: Service Management > Maintenance Management > General Operations > Maintenance Job Entry 332 Epicor €8° | 100.700Epicor ERP Application User Guide - Part One Cee ey To use Maintenance Job Entry: 1. Click the New button on the Standard toolbar. 2. The New Job Number window displays. 3. Enter the job number or click Next Job to assign the next sequential identifier. 4, Click OK. Epicor ERP | 10.0.700 333ee Select the Equipment ID for the piece of equipment being maintained 6. Optionally, select the Mass Print check box to include the maintenance job on the Maintenance Job Report. 7. Optionally, select the Project ID to define which project the maintenance job is assigned 8. Click Save, ‘Add a Job Operation Use this sheet to manually enter or edit operation information for the current maintenance job. You can retrieve ‘operation information using the Get Details command found under the Actions menu, or drag and drop the ‘operation from the Operation Master sheet onto the Job Tree View. To add a maintenance job operation: 334 Epicor €8° | 100.700Epicor ERP Application User Guide - Part One 1. From the Tree View, right-click Operations and select Add Operation. one Select the Operation that needs to be performed on this maintenance job. In this example, you add the Check Brakes operation. =| oe —— = —— 7 : 3. Enter the estimated number of Hours it will tke to perform this operation. In this example, you enter 2.00, 4, When you finish, click Save on the Standard toolbar Epicor ERP | 10.0.700 335ee Engineer and Release the Maintenance Job ‘After entering all required operation and material detail, return to the Detail sheet to engineer and release the job. 1. Click the Job tab. is 2. In the Status section, select the Engineered and Released check boxes. 3. When you finish, click Save on the Standard toolbar. 336 Epicor €8° | 100.700Epicor ERP Application User Guide - Part One Schedule the Maintenance Job Once you have engineered and released the job, use the Job Scheduling command on the Actions menu to schedule the maintenance job 1. Click the Actions menu, highlight the Schedule sub-menu, and then select Job Scheduling, Sasennia ms ae ae =e etme SER] etme oat HE 2. Enter the Due Date for the maintenance. 3. When you finish, click OK. 4, Click Save on the Standard toolbar. Issue Material from Inventory Use the Issue Material from Inventory program as needed to issue replacement parts to the maintenance job. Menu Path: Service Management > Maintenance Management > General Operations > Issue Material To issue replacement material to the maintenance job: 337 Epicor ERP | 10.0.700ee 1. Enter the maintenance job number in the Job field cman Titan | Orin: Cena: SL 2, Select the correct assembly level in the Assembly field 3, Select the correct material in the Mtl field, 4, Enter the Quantity to issue. 5. If the item to issue is lot controled, enter 2 lot number in the Lot field. 6. Ifthe partis serial tracked, you can click the Serial Numbers button to detine the serial numbers used with the issued quantity 7. Click OK to complete the transaction, Time Entry Use Time and Expense Entry to enter employee hours for indirect labor, production labor, or project labor and submit those hours for approval, You can enter time on a daily or weekly basis. After you enter time transactions, you can view, modify, recall, and copy them at a later time. You can also monitor the status of transactions and ‘enter comments for approvers. Refer to the Time Management chapter for more information. Menu Path: Service Management > Maintenance Management > General Operations > Time and Expense Entry To enter labor hours for a maintenance job: 338 Epicor €8° | 100.7001. Click the Employee ID button to find and select the identification number for the employee who performed the maintenance work. imenstemnt 2. Click the Down Arrow next to the New button; select New Time. 3. The Time > Daily Time > Summary > Detail sheet displays. Accept all defaults. Timaseaeoy eee Bio ESS bem we ce 4. Click the Down Arrow next to the New button; select New Time Detail Epicor ERP | 10.0.700 339ee Select the maintenance Job for which you are entering labor hours Timeabeox on sar a sem =a seca ==) = t ee — ro ela! «zs = aor Denon | Oat B a ee Some SSS ee 6. Select the maintenance job Operation for which you are entering labor hours. 7. Enter the Clock In time at which labor started on this operation. 8. Enter the Clock Out time at which labor ended on this operation. Select the Complete check box to indicate the maintenance operation is finished. 10. Enter any additional Labor Notes you need 11. When you finish, click Save on the Standard toolbar. Maintenance Job Completion Once you have recorded labor time against the maintenance job, you must close it within Maintenance Job Entry. ‘You can then add text that describes the specific resolution for the maintenance issue Menu Path: Service Management > Maintenance Management > General Operations > Maintenance Job Entry To close the maintenance job and add resolution text Epicor €8° | 100.700Epicor ERP Application User Guide - Part One 1. Select the maintenance Job to close. (ieee 2. Click the Resolution tab. 3. Enter the Description text that indicates the maintenance problem is resolved. 4, Select the Topics that define how the maintenance problem was resolved. 5. To close the maintenance job, select the Job Closed check box. 66. The status indicator for the maintenance job now displays as Closed. 7. When you finish, click Save on the Standard toolbar. Meter Reading Use Meter Reading Entry to record the meter data for a specific piece of equipment. You can enter meter data or a piece of equipment regardless of whether its attached to a preventative maintenance plan with configured meter data. You can view meter reading information as needed in the Equipment Tracker. The Maintenance Plan Processor uses the meter data to create and schedule required maintenance jobs. Menu Path: Service Management > Maintenance Management > General Operations > Meter Reading To use Meter Reading Entry: Epicor ERP | 10.0.700 atee 1. Click the Equipment ID button to find and select the piece of equipment whose meter you are reading, Cr ee as ao] @ommet PEE 2. The previously recorded meter reading displays in the Current Reading field 3. Enter the New Reading quantity that displays in the usage meter for this piece of equipment, 4. Optionally, enter any Comment text you need for the new meter recording, When you finish, click Save on the Standard toolbar Maintenance Plan Processor ‘The Maintenance Plan Processor is a background process that scans maintenance plans defined for equipment records on the Equipment Maintenance > Maintenance Plan sheet. Once scanned, it analyzes the data to create maintenance jobs based both on the maintenance plan and on meter readings recorded for equipment in Equipment Meter Reading. You can then edit the resulting maintenance jobs in Maintenance Job Entry Menu Path: Service Management > Maintenance Management > General Operations > Maintenance Plan Processor To use the Maintenance Plan Processor: 1. Use the Continuous Processing check box to designate if this process should constantly run in the background, or if you should call it manually from the menu. 2. Specify the Continuous Processing Delay, stated in minutes. 3. Designate how to Schedule the process and if it should run as a Recurring process. If you indicate this process is recurring, it will then run through a regular, automatic schedule you define. For more information about assigning processes to recurring schedules, review the Automatic Data Processing chapter in the Epicor ERP implementation Guide. 342 Epicor €8° | 100.700Epicor ERP Application User Guide - Part One Cee ey When you finish, click Submit on the Standard toolbar Reports This section describes some key maintenance management reports you use to review maintenance entries. You ‘can run these reports whenever you need, You can also set up each report to generate and print through a recurring, automatic schedule, Review the Automatic Data Processing chapter in the Epicor ERP Implementation Guide for information on how you link a report to a recurring schedule Equipment List Report Use the Equipment List Report to print a ful o selected list of equipment records. You create these records within Equipment Maintenance Entry Menu Path: Service Management > Maintenance Management > Reports > Equipment List To print this report: 1. Use the Status drop-down list to select the status level of the equipment to include on the report. You define status levels on equipment records. eee os eens @rvviienre on ersnn Gece cnteatona SSrineensier 2 oe eee Use the Equipment Type drop-down list to select the kind of equipment you want to display on the report You create these types on equipment records as well 3. Select the Print Details check box to print all the information for the listed equipment records. 4, Select the Print Maintenance Plan check box to print the maintenance plan linked to each selected equipment record Use the New Page per Equipment check box to designate each piece of equipment will print on an, individual page. Epicor ERP | 10.0.700 33per & | Maintenance Management 6. Use the Include Child Equipment check box to print secondary, or child, equipment records linked to the equipment records listed on the report. Select the Print Maintenance Log check box to print associated maintenance logs for the equipment listed (on the report. Using the Jobs Closed After field, specify the job closure date. Maintenance log information prints for all maintenance jobs closed on or after this date. Use the Filter sheet to specify the equipment IDs, locations, and sites for which the equipment records should print. 10. When you finish, click Print on the Standard toolbar. Maintenance Request Report Use the Maintenance Request Report to print a hard copy of maintenance requests you enter in Maintenance Request Entry Menu Path: Service Management > Maintenance Management > Reports > Maintenance Request Report To print this report: 34 Epicor €8° | 100.700Epicor ERP Application User Guide - Part One errontionte 2 renin creer 558 EAP me orem Pas Se esate) AGE mare oe) weenie ecto 2. Use the Request Status drop-down list to select the request status for which The report will print 3. Specify the Site for which the report will print. 4, Use the Requested On or After field to specify the beginning request date, Maintenance request information entered on or after this date prints on the report, 5. Use the Required On or Before field to specify the ending request date. Maintenance request information entered on or before this date prints on the report. 6. Select the Bar Codes check box to print bar codes on the report. 7. Use the Filter sheet to further limit what equipment records display on this report. a Se =a 2 | 8. When you finish, click Print on the Standard toolbar. Epicor ERP | 10.0.700 asper & | Maintenance Management Maintenance Job Report Use the Maintenance Job Report to print a hard copy of maintenance job information. You can call this report from the Main Menu as well as from Maintenance Job Entry. Main Menu Path: Service Management > Maintenance Management > Reports > Maintenance Job Report To print this report: 1. Use the Print all jobs flagged for mass print check box to indicate maintenance jobs selected for mass printing in Maintenance Job Entry should print on the report Wrmenertgzcteme re "@risonamsrias @rmsacanteree cee en onsen Serco 2 ee tae eto 2. Select the Print Scheduled Resources check box to print information on each resource selected for each ‘maintenance job, 3. Select the Print Scheduled Resource Descriptions check box to print descriptions of the resources used fon each maintenance job, 4, Use the Operation Dates check box to specify if operation dates should print for each maintenance job operation, 5. Use the Operation Standards check box to specify if time standards information should print for each ‘maintenance job operation. 6. Select the Bar Codes check box to print bar codes on the report. 7. Use the Filter sheet to specify the maintenance jobs that should print on the report 8. When you finish, click Print on the Standard toolbar. 346 Epicor €8° | 100.700