Connect Customer to PM Action

Explanation

Use this activity to connect customer, service contracts and sales price to a PM action. 

Prerequisites

Before the customer information is connected to the PM action, the following must have been completed:

• The customer information must exist in Customer. 
• The service contract information must exist in Service Contract.
• The sales part information must exist in IFS/Inventory or IFS/Purchasing.
• The current PM action must be retrieved in the window.

System Effects

As a result of this activity, the customer, service contract, sales part, price, and currency is linked to the PM action. When a work order is created for the PM action, the information is included in the work order.

• When Auto Find Service Contract toggle NOT SELECTED;

          Service Contract will be connected to the Work Order when there is a Service Contract stated on the PM Action.

• When Auto Find Service Contract toggle SELECTED;

If only one Service Contract is found, it will be connected to the Work Order automatically.

If more than one Service Contracts are found, the service contract with the latest valid from date will be connected to the Work Order.

If no Service Contract is found, no Work Order will be generated.