1. A PM Plan is set up with one year August 2017.
2. The process will create the work order three months before June 2017.
3. However, business user like to create the PM work order in Jan 2017.
4. Then the process should not create again in June 2017 as it has already completed ahead of the schedule
Can you please clarify the expectation and use case for this idea?
Hi @lacy_cotton, I think a while back Kevin created this idea for one of my colleges. An example would be that we have a PM plan with PM schedule that should schedule the PM Work Order creation on 12/10/2019. Our Technician is on site on 12/5/2019 performing a repair and knows there should be a PM due and would like to take care of this PM at the same time so we wanted to force this PM Work Order to be created for the Technician. We were able to accomplish this via a checkbox on the PM schedule (field called "Schedule WO Today") which would perform a field update of the "Schedule On" date to today (along with some other logic to prevent an extra PM at the end of the contract) so the PM Process would pick it up in the batch run at night and create the PM Work Order.
The above was initially okay for some of our Business Segments because they would do this the day before they went on site for the repair and have the PM Work Order generated the next day. Now... they are finding that they want that PM work order NOW and do not want to wait till the next day for it to get created by the nightly process. ServiceMax provided a script that I use to run a Specific PM Process batch for testing but it runs over all of them. Is there an SFM or way that could trigger this process for only 1 PM plan. We have about 5 different PM Plan Templates so it would have to know what process t to run. Something on the PM Plan or Service Contract to generate that PM Work Order from the PM Plan immediately for only that PM plan??
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