Service Rules

This screen allows you to maintain Service Rules.  Service Rules allow you to define what rules, within the Service function area, you wish to apply.  The following rule settings are available

Entry and Display fields

Offset Planned Event Dates by previous Finish Date: Tick this box if you wish to offset the next Planned Service event dates by the last planned service job's finish date.

Default Service due Days Horizon for Service Orders Required : Specify the service due days horizon to generate Service Orders that fall within that horizon only.

Exclude Duplicate Planned Service Events and Existing Jobs Horizon : Specify the horizon days to exclude duplicate Planned Service Events along with any existing Jobs for Assets in the same Service Type.

Buttons

Close: This will close the screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.