On the Details tab of the Equipment Generation screen, you can define several equipment specific fields relevant to the generation process. The Details tab has the following important attributes:
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Equipment Department—Defaults from the value selected on the session header record but can be changed here for each specific configuration on the different levels in the equipment structure. You can assign the "General Maintenance" department to the bus level of the structure and the engine level to a dedicated department called "Engine Maintenance."
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Equipment Location—Defaults from the value selected on the session header record. If you selected All Dependent on the session header, the children are dependent on their parent and therefore you can only select a location for the parent level (Detail line with Level 1).
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Equipment Cost Code—Defaults from the value selected on the session header record but can be changed here for each specific configuration on the different levels in the equipment structure.
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Equipment Assigned To—Defaults from the value selected on the session header record but can be changed here for each specific configuration on the different levels in the equipment structure.
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Level—This is a protected field and is automatically populated. The system assigns the level based on the equipment structure to be generated. The configuration you selected on the session header is always level 1, the children are assigned level 2, and grandchildren are level 3.
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Dependent—This is a protected field and is automatically populated. The system assigns the value based on the All Dependent selection on the session header. If unselected, the equipment configuration structure (Configurations Associated tab of the Equipment Configurations screen) determines the value.
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Cost Roll-up—This is a protected field and is automatically populated. The system assigns the value based on the All Cost Roll-up selection on the session header. If unselected, the equipment configuration structure (Configurations Associated tab of the Equipment Configurations screen) determines the value.
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Equipment Organization—This is a protected field and is automatically populated. The system assigns the value based on the All Specific selection on the session header. If selected, the Equipment Organization of all records will be the session header organization. If unselected, the equipment configuration determines the value as follows:
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If the configuration is specific, then it will be the specific organization of the equipment configuration. Note this must be (can only be) the same as the session header organization.
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If common but Create As Specific is selected on the equipment configuration, then it will be the same as the session header organization.
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If common and Create As Specific is unselected on the equipment configuration, then it will be the common organization of the configuration.
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Work Order fields are like the fields mentioned above for the equipment, but these work order fields are used to generate the PM/MP work order. Following fields are available:
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Work Order Department
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Work Order Location
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Work Order Cost Code
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Work Order Assigned To
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Work Order Assigned By
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Work Order Organization—The PM/MP work orders will be generated in this organization.
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PM Attached—If selected one or more PM Schedules are attached to this level in the hierarchy.
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MP Attached—If selected one or more Maintenance Patterns are attached to this level in the hierarchy.
Additionally, you can control how many children are created for each level starting at Level 2. It is not possible to change the quantity of the parent equipment (Level 1) on this tab, but you can do that on the Record View by changing Generate Count. And it is only possible to change the number of children if the configuration allows it, meaning Allow Variable Quantity is selected. The following fields are available for this purpose:
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Quantity—The number indicates how many children will be generated. The default value is the same as that of Default Quantity from the configuration. If this field is blank the system assumes 1 child must be generated. This quantity field will be protected unless Allow Variable Quantity is selected on the configuration. In that case, you can enter any number providing it is between the Minimum Quantity and Maximum Quantity, which are both also defined on the configuration.
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Exclude Equipment—If you select this checkbox, the system will not generate the child on this level. The system will automatically set Quantity equal to 0 (zero). This also means that any children, grandchildren, etc. of this excluded equipment will not be generated. For these records on lower levels, the Parent Excluded checkbox will be selected automatically.
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The following button is available on this tab:
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Create/Refresh Preview—Same as on the Equipment Generation screen. You can create or refresh the preview data from here.
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