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View details of Service Due on Items

Content was last updated in 06.01.16-00

Revision History

Reference No

Version No

Changes

R2-16790

06.01.16-00

Custom report showing Asset with next service due.

In most cases, the servicing done on items and assets are periodic. This, from a business and its operational perspective, knowing the tentative/required date of the service is imperative, so that servicing is carried out smoothly and business' operations remain balanced and streamlined without affecting item/asset outage/unavailability.

This way the required compliance is maintained on the servicing needs of all items/assets.

And Orders can be planned since there is a 360° visibility on concurrent or prospective maintenance schedules of items/assets.

A new custom report has been designed, that provides a ready reckoner about items and assets for which Scheduled services are past their due dates or are due upto 30, 60 or 90 days in the future.

As obvious, the Next Service Date is not keyed-in field for the database, and it can be calculated only for the Services that are periodic.

 The next service date is calculated based on the following formula:

Next Service Date = Last service completion date + Scheduled duration for periodic service (In Days)*.

*The Scheduled duration for periodic service is a user-defined field, specified in the Product Maintenance Group for each Item/Asset. 

This formula is cumulatively calculated on a pro-rata basis. Simply means, 'Next Service Date' for this phase of calculation becomes 'Last Service Completion Date' for next phase.

The fields that are included in the custom view created to enable this report are:

View's Column Name

Description

Product ID (SKU)

Item or Asset's Product ID

Product Description

Item or Asset's Description

Asset ID

Asset ID (In case of Serial Item)

Last Service Date

Last service date as per service schedule

Next Service Date

Next service date as per service schedule

Maintenance Group

Maintenance Group ID

Owner's Site

Item or Asset's Owner's Site ID

Current Site

Item or Asset's Current site ID

Item Location

Item or Asset's location

Asset Status

Item or Asset's assignment status

Assigned to

Customer's ID to which Item or Asset's was last assigned to

Profit Center (Business Unit)

Profit Center to which the last contract was tagged

Order Number (If out)

Contract/Order ID on which Item or Asset's was last assigned

 You can filter and sort the above view on all of the fields mentioned.

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