| # Transfer Maintenance Notifications (tscfg3210m000) Use this session to transfer maintenance notifications to various objects, such as planned activities, service orders, internal work orders, service order quotations and maintenance sales quotations. In the Follow Up group box you can select the order/quotation to which the selected notifications are to be transferred and based on the selection, ERP Enterprise defaults the related order/quotation series. Note If the Preview Selected Notifications check box in the Action group box is selected, all the fields in the session except the Planned Start Time field, are disabled. Note When you start this session from the Follow Up option on the References menu in the Maintenance Notifications (tscfg3110m000) session, only the Follow Up tab is displayed. Related topics Service inspections and preventive maintenance scenarios Follow-up Activity The From and To fields define a range of: follow-up activities. Follow-up Activity The From and To fields define a range of: follow-up activities. Measurement Type The From and To fields define a range of: measurement types. Measurement Type The From and To fields define a range of: measurement types. Position The From and To fields define a range of: position IDs. Position The From and To fields define a range of: position IDs. Maintenance Trigger Set The From and To fields define a range of: maintenance maintenance trigger set. Maintenance Trigger Set The From and To fields define a range of: maintenance trigger sets. Maintenance Trigger The From and To fields define a range of: maintenance trigger. Maintenance Trigger The From and To fields define a range of: maintenance triggers. Assigned To The From and To fields define a range of: service engineers. Assigned To The From and To fields define a range of: service engineers. Creation Date The From and To fields define a range of: creation dates of the maintenance notification. Creation Date The From and To fields define a range of: creation dates of the maintenance notification. Order Type The From and To fields define a range of: order types. Order Type The From and To fields define a range of: order types. Order The From and To fields define a range of: work orders or service orders. Order The From and To fields define a range of: work orders or service orders. Installation Group The From and To fields define a range of: installation groups. Installation Group The From and To fields define a range of: installation groups. From Item The From and To fields define a range of: items. To Item The From and To fields define a range of: items. From Serial Number The From and To fields define a range of: serial numbers. To Serial Number The From and To fields define a range of: serial numbers. Mode The action to be performed on the selected maintenance notifications. Allowed values Preview or Generate Mode Note If the Preview Selected Notifications check box is selected, all the fields in the session except the Planned Start Time field, are disabled. Follow Up Follow-up The order/quotation to which the selected notifications are to be transferred. Allowed values Follow Up Action Group Notifications If this check box is selected, ERP Enterprise enables all the check boxes within the Group Notifications group box. Note This check box is disabled, if the Preview Selected Notifications check box is selected. With Existing Service Orders If this check box is selected, ERP Enterprise checks for open orders/quotations of the sold-to BP of the serialized item for which maintenance notification is generated. Note If ERP Enterprise is not able to find any order/quotation that matches the specified details, it generates a new order/quotation. This check box is enabled, only if Group Notifications check box is selected. Note The label of this field changes dynamically based on the option you select in the Follow Up group box. By Installation Group If this check box is selected, ERP Enterprise sorts the notifications by installation group of the serialized item and notifications with the same installation group are transferred to the same order/quotation. Note If this check box is selected, and the With Existing Service Orders check box is also selected, the search mechanism for open orders/quotations also includes orders/quotations with the same installation group as that of the serialized item. Note This check box is enabled, only if Group Notifications check box is selected. By Item If this check box is selected, ERP Enterprise sorts the maintenance notifications by item and notifications with the same item are transferred to the same order/quotation. Note If this check box is selected, and the With Existing Service Orders check box is also selected, the search mechanism for open orders/quotations also includes orders/quotations that have lines with the same item as that of the maintenance notification. Note This check box is enabled, only if Group Notifications check box is selected. By Serial Number If this check box is selected, ERP Enterprise sorts the notifications by serial number and notifications with the same serial number are transferred to the same order/quotation. Note If this check box is selected, and the With Existing Service Orders check box is also selected, the search mechanism for open orders/quotations also includes orders/quotations that have lines with the same serial number as that of the maintenance notification. Note This check box is enabled, only if Group Notifications check box is selected. By Measurement Type If this check box is selected, ERP Enterprise sorts the notifications by measurement type and notifications with the same measurement type are transferred to the same order/quotation. Note This check box is enabled, only if Group Notifications check box is selected. By Maintenance Trigger Set If this check box is selected, ERP Enterprise sorts the notifications by maintenance trigger set and notifications with the same maintenance trigger set are transferred to the same order/quotation. Note This check box is enabled, only if Group Notifications check box is selected. Series Number The series code for the new orders/quotations. Note The label of this field changes dynamically based on the option you select in the Follow Up group box. Description The description or name of the code. Process Report If this check box is selected, ERP Enterprise prints the report that lists the transferred data. Error Report If this check box is selected, ERP Enterprise prints the errors generated during the transfer process. |