on 03-19-2012 9:56 PM
Hi All-
We have an requirement where we move our serialized equipments from one customer location to other customer location, we use the address sub tab( in Location tab) to maintain the physical address of the equipment master.
Say we had the instrument at customer site for one year, thus having year worth service history at that location.
Now once we move the instrument from one location to other location we have to update the address to reflect the latest address for the instrument so we update the address.By doing so the system is updating the historical service notifications and service orders with the new address which is an issue for us from compliance propspective.
What do we need to do so that the historical notifications and service orders are not updated even if we update the address of the equipment.
Thanks for the help in advance.
Yousuf
Hi Yusuf,
I think you need to look into "Usage History Update".
You need to maintain the equipment category as "customer equipment". Path is
Plant Maintenance and Customer Service -> Master Data -> Technical Objects -> Equipment -> Equipment Categories -> Maintain equipment Category
Mark "Change Doc(C)" in the same.
After this you need to go to " Usage History Update ". Path is
Plant Maintenance and Customer Service -> Master Data -> Technical Objects -> Equipment -> Equipment Usage period -> Usage history update
Mark "Time seg" in the same.
If you want the system to make a new entry in the usage list for equipment of this category, enter an x in this field.
You can use this indicator to select those fields for which a new equipment usage period is to be written whenever they change.
Now you need to go to "Define History-Related Fields" in the next menu.
You can define the fields which, when changed, will lead to a record being made in the usage history in this step.In your case location filed name is "STORT".
You can use this indicator to select "STORT" field for which a new equipment usage period is to be written whenever they change.
Hope this will fulfill your requirement.
Regards,
Deepak
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Hi Deepak-
Thanks for your reply, but my issue is fifferent.
I was not talking about the location field on Location tab but i was talking about the address information on the location tab.
the issue is "when i change the address for an equipment, it updates the history for old service orders the ones which were there before the update was done with the current address thus providing incorrect history".Hope this clarifies.
Thanks
Yousuf
Hi, Yousuf
Have you completed "Closed" for these orders which were settlement completely? If you closed the order, the history data couldn't be updated.
In addition, through define access sequence for determining address data in PM module, set priority "1" for function location and "2" for equipment in the item which is a combination of your plan plant and your configured order type, can reach the result "when move the instrument from one location to other location we have to update the address to reflect the latest address for the instrument in order" automatically.
My English is not very great...
Regards,
Fancia
You could try and change your process I would suggest the following.
Do not use the address in the way you are but use the Sales functions in the equipmet you can have the Customer : End Customer and Operator partner functions and in this case you could use the end customer as the location that the equipment is and this business partner will have its own indiviaul address in the system. ;You can use the equipment usage period functionality for reporting purposes as you can set these fields as relevent for history.
This will aslo reduce the time needed in maintaining the equipment master records as only one field needs to be changed when you move an equipment.
Hope this gives you an idea of an alternative process that may suit your requirements.
Jim
Hi,
Have you configured “access sequence for determining address data”?
The path: Plant Maintenance and Customer Service -> Maintenance and Service Orders -> Functions and Settings for Order Types -> Define Access Sequence for Determining Address Data
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