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PAT Validation upon using the option Fill & Dispatch option for the Asset is Expired as of Today

Content was last updated in 06.01.17-00

Revision History

Version No.

Reference No.

Changes

06.01.17-00

R2-17740 and R2-17895

Change in Design how PAT Testing is executed.

NA

NA

Content ported from previous release pertaining to same topic.

The following sample workflow displays the Asset's PAT Test effective date is expired as of today and is in QC Status.

Sample Workflow

  1. Create a Serial Item [CRANE#2].

  2. Tag a Maintenance Group [PERIODIC90DAYS] with Maintenance Schedule Periodic 90Days to Item [CRANE#2]. This is , as shown in Figure 1.10.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/figure_1.6_item_edit_window_29465.png
Figure 1.10 Item Edit window

  1. Receive an Asset [CRANE_ASSET#03] for [CRANE#2] on 1 - March - 2017.

  2. Create a Rental Reservation Order [CO424420] from 31 - May - 2017 to 20 - June - 2017.

  3. Add the Item [CRANE#2] to the Rental Reservation Order [CO424420]. Do not Generate Needs Service.

  4. Right click and select the Fill & Dispatch option, as shown in the Figure 1.11.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/fig1.11_order_29465.png
Figure 1.11 Rental Reservation Order

The Serial Items window is displayed.

  1. In the Serial Items window, select the Fill & Dispatch check box  for the Asset [CRANE_ASSET#03].

  2. The system displays the dialog, as shown in the Figure 1.12.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/fig1.12_order_29465.png
Figure 1.12 Asset due for Service Dialog

  1. Click the Yes button (if any other option is selected, it will have the same functionality as explained in the previous scenario).

  2. The Asset [CRANE_ASSET#03] will be marked as QC and it will not fill the Asset [CRANE_ASSET#03].

  3. Create and complete the Service Ticket either by Quick Service Ticket or Normal Service Ticket to bring the Asset to IN Status.