EDIT MAINTENANCE TRANSACTIONS

Data displays in this screen as a result of manual entries or from creating template data and running the process from the Create Maintenance Transactions screen. The data resides in this screen on an interim basis, where you can edit it, before the data is written to individual asset maintenance history records.

Use this screen to enter, edit, or review maintenance data for all your selected asset records in a single table, before individual records are populated with the data. Once your review is complete in this screen, you can run the final process from the Process Maintenance Transactions screen, in which the maintenance data from this screen (within your selection parameters) is cleared and is written to the Maintain Maintenance Info screen.

Note:  Even after you execute this final process, you can still make manual edits to maintenance data on an asset-by-asset basis in the Maintain Maintenance Info screen.

You can manually enter maintenance data in this screen at any time after you have established the record in the Maintain Asset Master Info screen.

To review or edit system-generated data, you must first create template data, specify selection parameters, and run the process from the Create Maintenance Transactions screen. Because the system clears all data from this screen each time you run the final process from the Process Maintenance Transactions screen, you should follow the normal sequence when you create maintenance records, as follows:

Table Window

In this table window, you can enter, edit, or view maintenance data for all asset records. Data can be entered manually, or it may have been system-populated from template data entered in the Create Maintenance Transactions screen for ranges of records based on your selection parameters.

When you have entered, edited, and/or reviewed the data in this screen, you can run the process from the Process Maintenance Transactions screen, which moves data from this table into the Maintain Maintenance Info screen on an asset-by-asset basis.

Date

Edit or enter the date associated with the maintenance record in this required field in date format. You can enter multiple rows of data associated with the same date because the system records a line sequence number "behind-the-scenes."

Asset

Enter the asset number for which you want to record new maintenance data in this required field. Because this entry is validated, you must first have added the record in the Maintain Asset Master Info screen. You can use Lookup to review the available asset numbers previously established in the Maintain Asset Master Info screen.

Item No

Enter the item number that is associated with this asset number in this required field. You can use Lookup to review the available item numbers previously established in the Maintain Asset Master Info screen.

Short Description

The system displays the short description from the Short Description field of the Maintain Asset Master Info main screen. Edits to this field can only be made in the Maintain Asset Master Info main screen or in the Maintain Asset Desc Info screen. If you did not establish a short description for this record, this field is blank. This field is not available for user entry.

Maint1 (or your label)

If you designated a label for the first field in the Maintenance Labels group box of the Tracking Field Labels screen, your label description displays. Note that 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, Maint1 displays as the label for this column in the table window.

Note:  You can use this user-defined field independently from each of the other eight maintenance data fields.

For new records, enter up to 20 alphanumeric characters in this optional field.

For existing records, you can edit data that displays in this field or you can add new data to a blank field.

Maint2 (or your label), Maint3 (or your label), Maint4 (or your label), Maint5 (or your label), Maint6 (or your label), Maint7 (or your label), Maint8 (or your label), Maint9 (or your label)

Please refer to the documentation for the Maint1 (or your label) field.

Maint Amt (or your label)

If you designated a label for the ninth field in the Maintenance Labels group box of the Tracking Field Labels screen, your label description displays. Note that 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, Maint Amt displays as the label for this column in the table window.

Note:  You can use this user-defined field independently from each of the other eight maintenance data fields.

The first eight user-defined fields in this screen are designated as text-only entries. Note that this field is designated as a numeric field for the purpose of recording and accumulating maintenance costs.

For new records, enter up to 12 integers and two decimals (for example, 999,999,999,999.99) in this optional field.

For existing records, you can edit data that displays in this field or you can add new data to a blank field.

Table Information

The system stores maintenance data from this screen in the FA_TRACKING_EDIT (Tracking edit) table.

The system stores user-defined maintenance labels, as applicable, in the FA_LABELS (Fixed Assets Labels) table.

Lookup accesses data from the ASSET (Asset) table.