Data displays on this screen as a result of creating template data and running the process from the Create Asset Maintenance Transactions screen and/or from making manual additions or edits on this screen.
The data resides in this table window screen on an interim basis, where you can edit it as needed. Once your data review is complete on this screen, you can run the final process from the Create Asset Maintenance Information screen, by which the system clears the maintenance data from this screen and writes it to the individual asset maintenance records based on your final selection parameters.
The system automatically displays the asset number, item number, and the asset's short description in non-editable fields in this table window screen. The related maintenance data for each asset record includes a date field, asset/item number fields, a short description, eight user-defined maintenance fields, along with a value field in which to optionally record maintenance costs. Each user-defined maintenance field can be used independently from each of the other eight user-defined maintenance data columns.
On the Manage Tracking Field Labels screen, you can optionally define the labels for the maintenance data columns, such as Type, Vendor, and so on. Your labels, along with the Date label for the first column, will display as the column names for the table window on this screen, as well as in the template on the Manage Asset Maintenance Information screen, the Create Asset Maintenance Transactions screen, the Manage Asset Maintenance Transactions screen, and on the Print Asset Maintenance Information Report. Use this optional feature to "customize" the maintenance data that you record for ease in recognition.
It is not a system requirement that you establish one or more labels for the table columns. If you do not choose to define labels, system default labels (for example, Maint1, Maint2, and so on) will display as the column names. You may find, however, that data entry and history review is more meaningful when appropriate labels display.
Although you can set up and change the labels on the Manage Tracking Field Labels screen at any time, you may find it more convenient to decide on the label names before you begin to enter data on this screen. To achieve consistency throughout your records, it is preferable for you to plan for and establish as much as possible of this setup data during your initialization procedures. Note that labels display on a "real-time" basis, in that data entered using a different label can only be retrieved with the current label displayed.
You can enter, edit, delete, or view maintenance data on this screen at any time after you have established your asset records on the Manage Asset Master Information screen, created the template data and run the process from the Create Asset Maintenance Transactions screen, and/or made any manual additions or edits.
Although not system-required, you may choose to optionally define the labels on the Manage Tracking Field Labels screen for the maintenance data fields (such as Type, Vendor, and so on).
You may find that the ability to customize these labels makes your maintenance data entry and history review more meaningful. If you do not choose to define labels, system default labels (for example, Maint1, Maint2, and so on.) will display as the column names.
In this table window, you can enter, edit, delete or view maintenance data for asset records based on your Query selection parameters.
In most cases, the data on this screen have been system-populated from template data entered on the Create Asset Maintenance Transactions screen. In some instances, however, you may have entered or edited data manually on this screen after you execute the Create Asset Maintenance Transactions process.
When you have entered, edited, and/or reviewed the data on this screen, you can run the process from the Create Asset Maintenance Information screen, which moves data from this table into the Manage Asset Maintenance Information screen on an asset-by-asset basis.
Edit, enter, or click to select, the date associated with the inventory record in this field. You can enter multiple rows of data associated with the same date, because the system records a line sequence number "behind-the-scenes".
The date you entered in the template on the Create Asset Maintenance Transactions screen automatically displays as the default date for this "temporary" asset maintenance record.
This field is required, so you cannot delete this data for the row. You can, however, delete the entire row if you choose. If you delete the entire row, the data from the row will not be moved to the Manage Asset Maintenance Information screen when you run the final process from the Create Asset Maintenance Information screen. The final process moves data from this table window into the Manage Asset Maintenance Information screen on an asset-by-asset basis, and deletes the data from this screen.
The asset number that was included in the selection parameters for the process run from the Create Asset Maintenance Transactions screen automatically displays for this "temporary" asset maintenance record.
To change the asset number or to enter a new row in the table window, enter, or click to select, the desired asset number to be associated with the maintenance record.
Because this two-part key field entry is validated, you must also enter the associated Item No and have already added the record on the Manage Asset Master Information screen.
This field is required, so you cannot delete this data for the row. You can, however, delete the entire row if you choose. If you delete the entire row, the data from the row will not be moved to the Manage Asset Maintenance Information screen when you run the final process from the Create Asset Maintenance Information screen. The final process moves data from this table window into the Manage Asset Maintenance Information screen on an asset-by-asset basis, and deletes the data from this screen.
The item number that was included in the selection parameters for the process run from the Create Asset Maintenance Transactions screen automatically displays for this "temporary" asset maintenance record.
To change the item number or to enter a new row in the table window, enter, or click to select, the desired item number to be associated with the maintenance record.
Because this two-part key field entry is validated, you must also enter the associated Asset No and have already added the record on the Manage Asset Master Information screen.
This field is required, so you cannot delete this data for the row. You can, however, delete the entire row if you choose. If you delete the entire row, the data from the row will not be moved to the Manage Asset Maintenance Information screen when you run the final process from the Create Asset Maintenance Information screen. The final process moves data from this table window into the Manage Asset Maintenance Information screen on an asset-by-asset basis, and deletes the data from this screen.
This field is not available for user entry.
The system automatically displays the (optional) short description from the Asset Master record, as applicable, from the Manage Asset Master Information screen in this field.
You may alternately have made edits to the short description on the Manage Asset Description Information screen and/or on the Manage Asset Master Global Changes screen, subject to security and configuration constraints. If you did not establish a short description for this record, this field will be blank.
If you designated a label for the first field in the Maintenance Labels group box of the Manage Tracking Field Labels screen, your label description displays.
It is not a system requirement that you establish a label for this field. If you did not set up a label for this field, the system automatically displays Maint1 as the label for this column in the table window.
The data you entered for this field in the template on the Create Asset Maintenance Transactions screen automatically displays as default data for this field in this temporary asset maintenance record.
To change the data or to enter new data for this field, enter a value in this optional field to specify the desired information to be associated with the maintenance record. You can also delete the data in this field if needed, as it is neither required nor validated.
You can also choose to delete the entire row if you choose. If you delete the entire row, the data from the row will not be moved to the Manage Asset Maintenance Information screen when you run the final process from the Create Asset Maintenance Information screen. The final process moves data from this table window into the Manage Asset Maintenance Information screen on an asset-by-asset basis, and deletes the data from this screen.
Please refer to the documentation for the Maint1 (or your label) field.
The first eight user-defined fields on this screen are designated as text-only entries. This field is designated as a numeric field for the purpose of recording and accumulating maintenance costs.
If you designated a label for the first field in the Maintenance Labels group box of the Manage Tracking Field Labels screen, your label description displays.
It is not a system requirement that you establish a label for this field. If you did not set up a label for this field, the system automatically displays Maint1 as the label for this column in the table window.
For new records, enter a numeric value in this field.
For existing records, you can edit data that displays in this field, delete existing data, or add new data to a blank field.