Epicor ERP Maintenance Management Course

Epicor ERP
Maintenance Management
Course
10.1
Disclaimer
This document is for informational purposes only and is subject to change without notice. This document and its
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10.1
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Maintenance Management Course Contents
Contents
Maintenance Management Course.......................................................................................5
Before You Begin....................................................................................................................6
Audience.........................................................................................................................................................6
Prerequisites....................................................................................................................................................6
Environment Setup..........................................................................................................................................7
Maintenance Management Overview..................................................................................9
Application Setup.................................................................................................................11
Company Configuration................................................................................................................................11
Maintenance Programs..................................................................................................................................11
Equipment Type Maintenance.................................................................................................................11
Workshop - Add Equipment Type....................................................................................................12
Equipment Status Maintenance..............................................................................................................12
Workshop - Review and Add an Equipment Status...........................................................................12
Review the Default Equipment Status.......................................................................................12
Add Equipment Status..............................................................................................................13
Equipment Location Maintenance...........................................................................................................13
Workshop - Add a Location.............................................................................................................13
Topic Maintenance.................................................................................................................................14
Workshop - Review and Add Topics.................................................................................................14
Review the Topic Tree..............................................................................................................14
Add a Parent Topic...................................................................................................................15
Add a Parent Topic to an Existing Topic....................................................................................15
Add Topics to a Parent Topic....................................................................................................16
Maintenance Operation Maintenance.....................................................................................................16
Workshop - Add Operations and Operation Text..............................................................................17
Add Service Operations............................................................................................................17
Create an Operation Text.........................................................................................................17
Add New Operational Text to an Operation..............................................................................18
Equipment Maintenance.........................................................................................................................19
Workshop - Add an Equipment Record............................................................................................19
Add Equipment for a Time Based UOM....................................................................................19
Create an Equipment Plan........................................................................................................21
Add Equipment for a Meter Based UOM...................................................................................21
Create an Equipment Plan for XXX-470....................................................................................22
Daily Maintenance Management Processing.....................................................................23
Maintenance Request Entry............................................................................................................................23
Workshop - Request Maintenance for a Fire Extinguisher........................................................................23
Maintenance Request Tracker........................................................................................................................24
Workshop - Review the Maintenance Request........................................................................................25
Maintenance Request Report.........................................................................................................................25
Epicor ERP | 10.1 3

Contents Maintenance Management Course
Workshop - Review the Maintenance Request Report.............................................................................25

Maintenance Request Queue.........................................................................................................................26
Workshop - Approve a Maintenance Request.........................................................................................26
Maintenance Job Tracker...............................................................................................................................27
Workshop - Review Maintenance Job Tracker.........................................................................................27
Maintenance Job Report................................................................................................................................28
Workshop - Review the Maintenance Job Report....................................................................................28
Maintenance Job Entry...................................................................................................................................29
Workshop - Update the Maintenance Job...............................................................................................29
Add a New Job Operation...............................................................................................................29
Engineer and Release the Job..........................................................................................................30
Workshop - Enter Time Against the Job..................................................................................................30
Workshop - Close the Maintenance Job..................................................................................................31
Meter Reading Entry......................................................................................................................................32
Workshop - Enter a Meter Reading.........................................................................................................32
Maintenance Plan Processor...........................................................................................................................33
Workshop - Run the Maintenance Plan Processor....................................................................................33
Workshop - Perform Preventative Maintenance on XXX-470...................................................................33
Review the Maintenance Job...........................................................................................................33
Add New Operations.......................................................................................................................34
Schedule the Job.............................................................................................................................35
Enter Time Against the Job..............................................................................................................35
Close the Maintenance Job..............................................................................................................36
Review Equipment XXX-470 Next Execute Meter Reading................................................................37
Conclusion.............................................................................................................................38
4 Epicor ERP | 10.1

Maintenance Management Course Maintenance Management Course
Maintenance Management Course
This course provides a clear perspective of the maintenance programs, concepts, processes, and reporting tools
you encounter as you work with the Maintenance Management module.
Upon successful completion of this course, you will be able to:
• Identify the key maintenance programs that directly impact maintenance cycles.
• Process Maintenance Management service requests.
• Understand the Maintenance Management approval process.
• Create maintenance jobs.
• Update meter readings for equipment.
• Manage maintenance service plans.
• Understand the reports and trackers that are important to review in order to maintain the Maintenance
Management integrity.
Epicor ERP | 10.1 5

Before You Begin Maintenance Management Course
Before You Begin
Read this topic for information you should know in order to successfully complete this course.
Audience
Specific audiences will benefit from this course.

• COO/Operations Manager
• Shop Floor Employee
• Shop Floor Manager
• Scheduler
• Shipping and Receiving
• QA Inspector
• Production Manager
• Engineer
• Purchasing Staff/Buyer
• Order Entry Staff
Prerequisites
To complete the workshops in this course, the necessary modules must be licensed and operating in your training
environment. For more information on the modules available, contact your Epicor Customer Account Manager
at EpicorCAM@epicor.com. It is also important you understand the prerequisite knowledge contained in other
valuable courses.
• Navigation Course - This course introduces navigational aspects of the Epicor application's user interface.
Designed for a hands-on environment, general navigation principles and techniques are available at each of
the interface levels in the Epicor application - system, module, and program. Workshops focus on each of
these levels and guide you through each navigational principle introduced.
• Job Management Course - This course describes the features and functionality of the Job Management
module. Job Management provides a comprehensive manufacturing control system designed for routing,
scheduling, costing, and tracking custom or repetitive parts produced for inventory or shipped to the customer
from the site floor.
• Scheduling Course - This course introduces the theory of scheduling and the use of the scheduling tools in
the application. The objective is to provide a foundation using the application to achieve realistic production
schedules and load estimates that can be used to help control the shop floor and aid in delivery promises.
The Scheduling Course focuses on creating job schedules, computing resource loads, and communicating
this information to stakeholders.
• Inventory Management Course - This course provides an overview of the inventory process. It demonstrates
the steps required to update and maintain raw materials, WIP, as well as finished goods inventory quantities
and costs.
6 Epicor ERP | 10.1

Maintenance Management Course Before You Begin
• Recommended: Advanced Scheduling - This course discusses Advanced Planning and Scheduling (APS)
and how it incorporates the strength of the Scheduling engine and enhances it with advanced functionality.
While these features add to Scheduling, it may be necessary to use additional functionality such as multiple
constraint scheduling. APS includes a wide range of additional scheduling methods, visual drag-and-drop
scheduling, capability and dependent capability-based scheduling, real-time capable-to-promise functionality,
and advanced material planning functionality.
• Recommended: Executive Dashboard Course - This course explores the Business Activity Queries (BAQ),
Executive Queries, and process sets building processes necessary for Executive Dashboard data organization
and data visualization. Workshops throughout the course demonstrate the Executive Dashboard creation
processes.
• Recommended: Purchase Management Course - This course focuses on the Purchase Management process.
This process includes the creation and approval of purchase orders (POs) and requisitions, managing suppliers
and their price lists, working with purchase order suggestions, and monitoring the purchase order process
using related reports and trackers. The advanced functionality in the Supplier Relationship Management and
Purchase Contract modules also aids in managing purchase orders.
• Recommended: Shipping and Receiving Course - This course discusses shipping and receiving - two
processes that effectively move product to and from your location. The shipping process allows you to take
existing inventory or manufactured products and distribute them to customers or other facilities within your
organization. This process is structured to be a seamless method that enables your product to reach customers
and other facilities.
Environment Setup
The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
The following steps must be taken to successfully complete the workshops in this course.
1. Verify the following or ask your system administrator to verify for you:
• Your Epicor training icon (or web address if you are using Epicor Web Access) points to your
Epicor training environment with the Epicor demonstration database installed. Do not complete
the course workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact
Support or Systems Consulting for billable assistance.
• The Epicor demonstration database is at the same service pack and patch as the Epicor
application. Epicor's education team updates the Epicor demonstration database for each service pack
and patch. If your system administrator upgrades your Epicor application to a new service pack or patch,
he or she must also download the corresponding Epicor demonstration database from EPICweb > Support
> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing
the course workshops.
• Your system administrator restored (refreshed) the Epicor demonstration database prior to
starting this course. The Epicor demonstration database comes standard with parts, customers, sales
orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users
(that is, the database is located on a server and users access the same data, much like your live, production
environment) and is not periodically refreshed, unexpected results can occur. For example, if a course
workshop requires you to ship a sales order that came standard in the Epicor demonstration database,
but a different user already completed this workshop and the Epicor demonstration database was not
Epicor ERP | 10.1 7

Before You Begin Maintenance Management Course
restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written
the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users
from manipulating the data in your installation of the Epicor demonstration database.
2. Log in to the training environment using the credentials manager/manager. If you are logged into your
training environment as a different user, from the Options menu, select Change User.
3. From the Main menu, select the company Epicor Education (EPIC06).
4. From the Main menu, select the Main Site.
5. The Job Management module must be licensed and operational in the training environment.
6. The Scheduling module must be licensed and operational in the training environment.
7. The Inventory Management module must be licensed and operational in the training environment.
8. The Executive Dashboard module must be licensed and operational in the training environment.
Login Information
Note If your Epicor installation is not an on-premise (hosted within your organization) installation, then
note the following about using the Epicor-hosted education database. All logins referenced in the course
(such as manager, or epicor) should be changed to be the <site ID>-<login name>. For example, if your
site ID is 98315, then wherever you are instructed to use the login manager, instead use 98315-manager.
The password follows the same pattern of adding the site ID on the end, as in <site ID>-<password>. So
continuing the example, the manager password is 98315-manager.
8 Epicor ERP | 10.1

Maintenance Management Course Maintenance Management Overview
Maintenance Management Overview
Use the Maintenance Management module to plan and track preventative maintenance tasks performed on
equipment used or installed in a manufacturing or distribution facility. This can include internal capital equipment,
tools, gauges and fixtures such as air conditioning units, forklifts, shelving, and shop floor tools.
Preventative maintenance can be performed according to predefined schedules, based on elapsed use time or
meter values. You can also use functions within the module to manage manual requests for maintenance on
specific pieces of capital equipment. Maintenance jobs can originate from three sources:
• Entered directly by a tradesperson/manager - At times, unplanned maintenance is necessary for tools or
equipment and can be entered directly for service. For example, a tradesperson is aware that maintenance is
suddenly needed for a torque wrench due to malfunction, he or she directly creates a maintenance job through
Maintenance Job Entry.
• Planned Preventative Maintenance - Preventative maintenance jobs can be planned in advance and
scheduled based on a calendar schedule or usage (meter reading).
• Maintenance Job Orders (MJO) - Any user with access to Maintenance Request Entry can enter a request
for maintenance against a specific tool or piece of equipment. Access to this program is provided through
the application's Main Menu, the Manufacturing Execution System (MES), the Web application, and the
handheld applications.
Epicor ERP | 10.1 9

Maintenance Management Overview Maintenance Management Course
Note The Maintenance Management module is not intended to manage preventative maintenance
performed on equipment that is sold to customers. You must use the Field Service module to manage
service performed on customer-managed items.
Business Scenario
The example business scenario is a typical manufacturing company that designs and manufactures both
Make-to-Stock (MTS) and Make-to-Order (MTO) items, in this case, machine tools for other manufacturing
companies. ABC Capital Manufacturing designs and builds these items using a combination of internal capital
machinery and shop floor tools. Their own capital equipment consists of several highly specialized, complex and
very high cost machines that require constant maintenance and upkeep. To do this, they have an in-house
maintenance department that is responsible for the equipment installation, maintenance and repair. Prior to the
installation of the Epicor application, they have been relying on a combination of manual paperwork and a
spreadsheet program in an attempt to track these tasks and activities.
10 Epicor ERP | 10.1

Maintenance Management Course Application Setup
Application Setup
This section reviews Company Configuration and maintenance programs related to Maintenance Management.
Company Configuration
Company Configuration defines options for companies in the Epicor application. Use these options to customize
the application to best fit each company within your organization. This section reviews configurations and tables
specific to Maintenance Management.
In the Modules > Maintenance sheet, you can add an optional default template configuration. If a template is
specified, it is used to add the default operations when a maintenance request is approved and the maintenance
job is created.
Menu Path
Navigate to this program from the Main Menu:
• System Setup > Company/Site Maintenance > Company Configuration
Maintenance Programs
This section of the course reviews the most significant maintenance programs applicable to the maintenance
management process. In many cases, not all fields in a program are discussed. If you are interested in learning
more about a specific program, refer to the Application Help.
Equipment Type Maintenance
Use Equipment Type Maintenance to define and organize (group) different types of equipment that best meets
the needs of the business facility.
An equipment type is a grouping of multiple pieces of equipment. Each piece of equipment can only have one
equipment type attached to the Equipment ID defined in Equipment Maintenance. The defined equipment
types are only for informational purposes. The types are used in various Maintenance Management search
programs to filter the results.
Example Equipment types can be high level categories or very specific categories. Examples of equipment
types include: Transportation Device, Motor, and Pump.
Menu Path
• Service Management > Maintenance Management > Setup > Equipment Type
Epicor ERP | 10.1 11

Application Setup Maintenance Management Course
Workshop - Add Equipment Type
ABC Capital Manufacturing has a collection of safety-oriented equipment that safeguards employees when they
use their specialized machines. In this workshop, you will add an equipment type to the Epicor application.
Navigate to Equipment Type Maintenance.
Menu Path: Service Management > Maintenance Management > Setup > Equipment Type
1. From the New menu, select New Equipment Type.
2. In the Type field, enter XXX Safe (where XXX are your initials).
3. In the Description field, enter XXX Safety (where XXX are your initials).
4. Click Save.
5. Exit Equipment Type Maintenance.
Equipment Status Maintenance
Use Equipment Status Maintenance to define custom statuses related to the service needs of equipment. The
defined service statuses such as In Service are only for informational purposes. The statuses are used in various
Maintenance Management search programs to filter the results.
Business Scenario
Having relied in the past on a combination of manual paperwork and a spreadsheet program to track maintenance
tasks and activities, the maintenance department at ABC Capital Manufacturing is eager to establish meaningful
coding in the Epicor application that allows them to easily track the service needs of equipment for which they
are responsible.
Menu Path
• Service Management > Maintenance Management > Setup > Equipment Status
Workshop - Review and Add an Equipment Status
In this workshop, review the current equipment statuses and add one equipment status to the Epicor application.
Navigate to Equipment Status Maintenance.
Menu Path: Service Management > Maintenance Management > Setup > Equipment Status
Review the Default Equipment Status

You must select one status in the Epicor application as the Default status. The default status is used for all new
entries of equipment in Equipment Maintenance. Review the default status in the application.
Note All statuses are user defined in the application. You can change the default status at anytime to
accommodate the needs of your business facility.
1. Click the Status button.

The Equipment Status Search window displays.

2. Click the Search button.
3. In the Search Results grid, review the statuses and select IS.
4. Click OK.
In the Detail sheet, the IS status displays. Equipment labeled with the status IS means that piece of equipment
is currently in service (being used).
5. Select the Default check box.

This check box is selected for this status code and will display as the default status for all new equipment
entered in Equipment Maintenance.
6. Click Save.
Add Equipment Status
1. On the Standard toolbar, click New.
2. In the Status field, enter I-XXX (where XXX are your initials).
3. In the Description field, enter XXX Inspection (where XXX are your initials).
4. Click Save and exit Equipment Status Maintenance.
Equipment Location Maintenance
Use Equipment Location Maintenance to define the physical location of each piece of equipment. The location
of equipment is assigned at the time of entry in Equipment Maintenance.
The physical location of equipment can be defined at a high level (Building A) or a detailed level (Building A Pole
45). The defined equipment locations are only for information purposes. The locations are used in various
Maintenance Management search programs to filter the results.
Menu Path
• Service Management > Maintenance Management > Setup > Equipment Location
Workshop - Add a Location
ABC Capital Maintenance is responsible for maintaining equipment in several locations, including a main
manufacturing site, supply warehouse, storage warehouse and several off-site locations. In this workshop, you
will add a new physical location to specify where some of the company vehicles are stored.
Navigate to Equipment Location Maintenance.
Menu Path: Service Management > Maintenance Management > Setup > Equipment Location
2. In the Location field, enter XXX-G (where XXX are your initials).
3. In the Description field, enter Garage XXX (where XXX are your initials).

4. Click Save and exit Equipment Location Maintenance.
Topic Maintenance
Use Topic Maintenance to define topic codes that can be (optionally) entered for a maintenance job into
Maintenance Job Entry or for a maintenance request in Maintenance Request Entry. These codes provide
a quick, standardized method of identifying why a maintenance job or request is being created for a piece of
equipment.
Once topic codes are defined for maintenance jobs or requests, they can be used to filter the search criteria to
locate historic maintenance data.
Menu Path
• Sales Management > Case Management > Setup > Topic
• Service Management > Maintenance Management > Setup > Topic
Workshop - Review and Add Topics
Topics are used to define issues being reported through a work order or a work order request. The purpose of
topics is to provide a standardized process to report reasons for submitting maintenance issues.
Navigate to Topic Maintenance.
Menu Path: Service Management > Maintenance Management > Setup > Topic
Review the Topic Tree

Review the Topics tree structure to understand how topics are either stand alone or linked to parent topics
providing detailed information.
1. Click the Topic ID button.

The Topic Search window displays.
2. Click Search.
3. In the Search Results grid, select HAZ (Hazard) and click OK.
4. In the Topic Properties pane, verify the Top Level check box is clear.
This topic is not marked as a Parent Topic (Top Level).
5. In the tree view, expand the Topics tree structure.
6. Review the tree view structure for the Hazard topic ID.
This topic structure defines Safety as the defined Parent Topic for reporting issues and Hazard as the
specific safety issue that needs to be resolved.
7. On the Standard toolbar, click Save.
8. On the Standard toolbar, click Clear.
9. To the clear confirmation message , click Yes.

Add a Parent Topic

Add a new parent topic and sub topics to the Epicor application.
1. From the New menu, select New Topic.
2. In the Topic ID field, enter XXX-VM (where XXX are your initials).
3. In the Description field, enter XXX Vehicle Maintenance (where XXX are your initials).
4. In the Topic Properties pane, select the following check boxes:

• Top Level - Specifies that this topic is at the top level, with sub-topics beneath it.
Example Transportation is the parent topic of Airplane and Automobile. If you were entering
Transportation, you would select the Top Level check box.
• Case - Specifies if the topic being defined is available as topic for use in Case Entry.
• Maintenance Issue - Specifies if the topic being defined is available as an issue topic for use in the
Maintenance Management module.
• Maintenance Resolution - Specifies if the topic being defined is available as a resolution topic for use
in the Maintenance Management module.
5. Click Save.
6. On the Standard toolbar, click Clear.
7. To the clear confirmation message, click Yes.
Add a Parent Topic to an Existing Topic

Add the parent topic XXX Vehicle Maintenance to the existing topic.
1. Click the Topic ID button.

The Topic Search window displays.
2. Click Search.
3. In the Search Results grid, select MOTOR and click OK.
4. From the New menu, select New Case Topic Parent.
5. Navigate to the Parent Topics > Detail sheet.
6. In the Parent Topic field, select XXX Vehicle Maintenance (where XXX are your initials).
7. Click Save.
Topics can have multiple parent topics.

Add Topics to a Parent Topic
1. From the New menu, select New Topic.
2. In the Topic ID field, enter XXX-D (where XXX are your initials).
3. In the Description field, enter XXX Damaged (where XXX are your initials).
4. Click Save.
5. From the New menu, select New Case Topic Parent.
6. Navigate to the Parent Topics > Detail sheet.
7. In the Parent Topic field, select XXX Vehicle Maintenance (where XXX are your initials).
8. Click Save.
XXX Vehicle Maintenance is now the Topic Parent for XXX Damaged.
9. Repeat steps 1 - 8 for the following topics (where XXX are your initials):
Topic ID Description Parent Topic

XXX-EXT XXX Exterior XXX Damaged
XXX-INT XXX Interior XXX Damaged
10. Click Save and exit Topic Maintenance.
Maintenance Operation Maintenance
Use Maintenance Operation Maintenance to define specific operations required to complete a maintenance
job for a piece of equipment. The operations defined in this program can be added to a maintenance job or a
maintenance job template in Maintenance Job Entry.
Examples of maintenance operations include: Remove Panel A, Switch off Electrical Power, or Open Valve C.
Maintenance operations can also be much more complex, and can include paragraphs of detailed instructions
and guidance.
Important You must attach specific resources and resource groups to your maintenance operations in
order to establish labor and burden rates for them. Use the Scheduling Requirements sheets to do this.
If you have the Advanced Planning and Scheduling (APS) license installed, you can also attach capabilities
to your operations.
Maintenance operations can be defined as internal or subcontract operations. Internal operations track the
hours and costs for all planned and actual labor performed. Subcontract operations track the movement of parts
and costs associated with outside services.
Menu Path
• Service Management > Maintenance Management > Setup > Maintenance Operation

Workshop - Add Operations and Operation Text
In this workshop, create operations for changing oil and topping off fluids in your company vehicles. While not
all vehicles will have low fluid it is important to make sure all fluids such as windshield washer fluid are full. Add
an operation text to fill fluids operation.
Navigate to Maintenance Operation Maintenance.
Menu Path: Service Management > Maintenance Management > Setup > Maintenance Operation
Add Service Operations
1. From the New menu, select New Operation.
2. In the Operation field, enter XXX-OIL (where XXX are your initials).
3. In the Description field, enter XXX Change Oil (where XXX are your initials).
4. In the Text field, select Change Oil.

The Change Oil operation text contains the process necessary to complete this operation.
5. Click Save.
6. From the New menu, select New Resource Group Requirement.

The Scheduling Requirements > Resource Groups sheet displays.
7. In the ResourceGrpID field, enter PM and press Tab.

The Preventative Maintenance group information populates.
8. Click Save.
9. Repeat steps 1 - 8 to add the second service operation (where XXX are your initials):
Operation Description Text ResourceGrpID

XXX-FILL XXX Fill Fluid Leave Blank PM
10. Minimize Maintenance Operation Maintenance.
Create an Operation Text

Operation text is useful for notes or detailed instructions to be included on an operation. Create an operation
text for the XXX Fill Fluid operation.
Navigate to Operation Text Maintenance.
Menu Path: Service Management > Maintenance Management > Setup > Operation Text
1. Click New.
2. In the Code field, enter XXX (where XXX are your initials).
3. In the Description field, enter XXX Fill Fluid (where XXX are your initials).

4. In the Operation Text field, enter Top off all fluids.
5. Click Save and exit Operation Text Maintenance.
Add New Operational Text to an Operation

Add the new operation text XXX to the XXX Fill Fluid operation.
1. Maximize Maintenance Operation Maintenance.
2. Navigate to the Detail sheet.
3. In the Operation field, verify XXX-FILL (where XXX are your initials) displays.
4. On the Standard toolbar, click Refresh.
5. In the Text field, select XXX Fill Fluid (where XXX are your initials).
6. Click Save.
The operational text previously created is now attached to this operation.
7. Exit Maintenance Operation Maintenance.

Equipment Maintenance
Use Equipment Maintenance to set up and configure equipment for use within the Maintenance Management
module. This program tracks data against each piece of equipment in the Epicor application. Information such
as serial numbers, in service data, warranty expiration date, location, and specific maintenance required for each
tool or piece of equipment.
It is essential that you enter all equipment into the Epicor application. Enter each piece of equipment as a part
(Equipment ID) in the application with a defined part type. Equipment Maintenance also provides the ability to
attach and store a picture of each piece of equipment in the part record.
Menu Path
• Service Management > Maintenance Management > Setup > Equipment
Workshop - Add an Equipment Record
ABC Capital Manufacturing is anxious to track all of their installed capital equipment and serviceable items in
their new Epicor application. The current methods their service department use are very archaic and do not yield
much in the way of usable information. In this workshop, you will add records for all equipment that is being
maintained and tracked.
Among the equipment records ABC wishes to create are for a fire extinguisher, and for a company vehicle. A
time-based safety check is routinely performed on the fire extinguisher every 30 days, and a meter-based oil
change is performed on the company vehicle at 5,000 mile odometer intervals.
Navigate to Equipment Maintenance.
Menu Path: Service Management > Maintenance Management > Setup > Equipment
Add Equipment for a Time Based UOM
1. From the New menu, select New Equipment.
2. In the Equipment ID field, enter FIRE-XXXX (where XXXX are the last four digits of your phone number).
3. In the Status field, accept the default of In Service.

Specifies the code denoting the current status of a piece of equipment (for example, Requires Maintenance,
Out-of-Service, In Service).
4. In the Site field, verify Main defaults.
5. In the Resource Group field, select Preventive Maintenance.

Identifies the resource group to which the piece of equipment belongs.
6. In the Description field, enter Fire Extinguisher XXXX (where XXXX are the last four digits of your phone
number).
7. Click Save.
8. Enter the following information to add the fire extinguisher details:

Field Data
Serial Number (Specifies the serial number for the piece of equipment) XXXX (where XXXX are the last
four digits of your phone
number)
Brand (Specifies the brand name for the piece of equipment ) First Alert
Model No XXX15 (where XXX are your
initials)
Type (Specifies the code denoting the type of equipment (for example, XXX Safety (where XXX are your
Requires Maintenance, Out-of-Service). This allows you to group similar initials)
types of equipment in a facility so they can be tracked on the Maintenance
Management reports)
Labor Interface Option (Specifies the labor interface option for this piece No
of equipment. This indicates if an how equipment meter values can be
updated from Labor Entry)
Meter UOM Class (Specifies the unit of measure (UOM) class code that Calendar Days
denotes the unit of measure class to which the meter UOM belongs)
Meter UOM (Specifies the unit of measure (UOM) code that denotes the Day
unit of measure (for example, Units, Hours, Minutes) in which meter
readings for this piece of equipment are expressed)
In Service Date (Specifies the date on which the equipment was placed Today's Date
into service)
Warranty Expiration (Specifies the date on which the equipment Enter the date two years from
warranty expires) today
Location (Specifies the code denoting the location of the piece of Building 3 Pole 45
equipment. This allows you to group equipment by location so they can
be tracked on Maintenance Management reports)
9. Click Save.

Create an Equipment Plan

Create an equipment service plan for Fire Extinguisher XXXX.
1. From the New menu, select New Equipment Plan.
2. In the Description field, enter Safety Check.
3. Accept the default of Recurring.

Specifies if this maintenance recurs on a continuing basis.
4. In the Frequency field, enter 30 Days and press Tab.

Notice the Next Execute Date is 30 days from today's date.
Example If the maintenance takes place every 180 days, enter 180. If it takes place every two years,
enter 2. The Epicor application uses this value, and the time interval (Days, Weeks, Months or Years)
selected in the field to the right to calculate the dates on which the maintenance occurs.
5. In the String field, enter SAFE and press Tab.

A character string represents the topic identifier (as defined in Topic Maintenance) being assigned to this
maintenance plan. This denotes the types of maintenance tasks (for example, Lubrication, Adjustment, Filter
Change) performed for this plan.
6. In the first field, accept the default of Safety and click Save.
Specifies the first topic identifier (as defined in Topic Maintenance) being assigned to this maintenance plan.
This denotes the type of maintenance task performed for this plan.
Add Equipment for a Meter Based UOM
1. From the New menu, select New Equipment.
2. In the Equipment ID field, enter XXX-470 (where XXX are your initials).
3. In the Status field, accept the default of In Service.
4. In the Site field, verify Main defaults.
5. In the Resource Group field, select Preventive Maintenance.
6. In the Description field, enter Company Vehicle XXX-470 (where XXX are your initials).
7. Click Save.
8. Enter the following information to add the company vehicle details:
Field Data
OEM (Specifies the Original Equipment Manufacturer Ford Motor Company
(OEM) number for the piece of equipment)
Serial Number WBN-XXX-470 (where XXX are your initials)
Model No F-350

Field Data
Type Vehicle
Labor Interface Option No
Meter UOM Class Mileage
Meter UOM MILE
In Service Date Today's Date
Warranty Expiration Enter the date five years from today's date
Location Garage XXX (where XXX are your initials)
9. Click Save.
Create an Equipment Plan for XXX-470

Create an equipment service plan for Company Vehicle XXX-470.
1. From the New menu, select New Equipment Plan.
2. In the Description field, enter Vehicle Maintenance.
3. Accept the default of Recurring.
4. In the Meter field, enter 5,000 Miles and press Tab.

Notice the Next Execute Meter is 5,000 miles.
5. In the String field, enter XXX-VM (where XXX are your initials) and press Tab.
6. In the 1 field, accept XXX Vehicle Maintenance (where XXX are your initials).
7. In the 2 field, select Motor.
8. In the 3 field, select Oil.
9. Click Save.
Notice the String field now displays XXX-VM MOTOR OIL which better describes the services needed for
this piece of equipment.
10. Exit Equipment Maintenance.

Maintenance Management Course Daily Maintenance Management Processing
Daily Maintenance Management Processing
This section of the course reviews maintenance management transaction processing that takes place during a
typical work day.
Maintenance Request Entry
Use Maintenance Request Entry to request that maintenance be performed on a piece of equipment.
Maintenance Request Entry is used by anyone with permission to request maintenance for equipment. Employees
with the appropriate permissions are able to search for a particular piece of equipment to request servicing for
based on many of the fields configured in Equipment Maintenance (Brand, Model Number, and Serial Number).
When the equipment is identified, predefined codes and a free form description are used to identify the issues
or maintenance being requested.
After a request for maintenance is entered and submitted for approval, the request status states pending. Once
the request is submitted, the request is available in the Maintenance Request Queue to be dispositioned by a
trades person or manager.
Note You can cancel a request through the Action menu during the pending status; however, you must
enter the resolution information.
After a request is approved, a maintenance job is created and linked to the request submitted. No further updates
are made to the request until the maintenance job order is complete; at which time, the status of the request is
updated to Complete.
If a maintenance request is rejected, no further updates are made to the request.
Menu Path
• Service Management > Maintenance Management > General Operations > Request Entry
Workshop - Request Maintenance for a Fire Extinguisher
Today on the warehouse floor at ABC Capital Manufacturing, one of the forklifts began to smoke and the fire
extinguisher FIRE-XXXX nearby did not operate correctly. This is a serious issue and needs to be resolved today.
Submit a maintenance request for this issue.
Navigate to Maintenance Request Entry.
Menu Path: Service Management > Maintenance Management > General Operations > Request Entry

In the Request field, a new identifier displays. This identifies the maintenance request. When you create a
new maintenance request, the Epicor application assigns the identifier number, in the format of
yyyymmddnnnn where:
• yyyymmdd is the current year, month, day.
• nnnn is the next sequential number within the company.

Daily Maintenance Management Processing Maintenance Management Course
2. In the Equipment ID field, enter FIRE-XXXX (where XXXX are the last four digits of your phone number)
and press Tab.
3. In the Required Date, select today's date.
4. In the Priority field, select Immediate (Forward Schedule).

Specifies the priority that should be assigned to the maintenance request.
5. In the Issue pane, in the Description field, enter Fire extinguisher is out of order.
6. In the String field, enter SAFE and press Tab.
7. In the line 1 field, accept the default of Safety.
8. Click Save.
The Status states Pending. This is the status of this maintenance request. The Epicor application automatically
updates the field after the request has been reviewed and dispositioned by a designated person in the
Maintenance Request Queue. Valid status codes are:
• Pending - Awaiting disposition and approved. This status is automatically to a new maintenance request.
• Approved - Maintenance request has been approved in the Maintenance Request Queue, and a
maintenance job has been created.
• Completed - Maintenance job that was created for the maintenance request has been closed. This
indicates that the maintenance work has been performed on the equipment.
• Rejected - Maintenance request has been rejected in the Maintenance Request Queue.
9. Exit Maintenance Request Entry.

Your request is now waiting for approval.
Maintenance Request Tracker
The Maintenance Request Tracker is a display-only version of the primary entry program. Use the tracker to
review current information about a selected record. You cannot add or edit records in a tracker.
For example, use the Job Tracker to review information about a job, such as demand links, operations, and
materials.
Each tracker may contain both sheets from the primary entry program and supplemental sheets that are unique
to the tracker. Information on primary sheets and fields is included in the help for the entry program. Supplemental
sheet information is included in the help for the specific tracker.
Menu Path
• Service Management > Maintenance Management > General Operations > Request Tracker

Workshop - Review the Maintenance Request
The manager of the service department at ABC Capital Manufacturing routinely reviews all maintenance requests
using the Request Tracker. In this workshop, review the maintenance request for FIRE-XXXX.
Navigate to the Maintenance Request Tracker.
Menu Path: Service Management > Maintenance Management > General Operations > Request Tracker
1. Click the Request button.

The Maintenance Request Search window displays.
2. In the Sort By field, select Equip ID and click Search.
3. From the Search Results grid, select FIRE-XXXX (where XXXX are the last four digits of your phone number)
and click OK.
4. In the Detail sheet, review the request.

Notice in the Status field, Pending displays. This is the status until your manager or specified approver
reviews the request.
5. Exit the Maintenance Request Tracker.
Maintenance Request Report
Use the Maintenance Request Report to print a hard copy of the maintenance request. The information that
displays on this report is similar to the information provided in Request Entry which details the current status as
well as the resolution code or description if one is provided in the request. Access this report through the Main
Menu, Request Entry, and Request Queue.
Options allow for printing of maintenance job requests for specified priority and request statuses in a designated
request date range, for a selected site. The report can also be filtered by Request ID, equipment ID, equipment
type and location. You can also elect to print bar code information on the report for each maintenance request.
Menu Path
• Service Management > Maintenance Management > Reports > Maintenance Request Report
Workshop - Review the Maintenance Request Report
In this workshop, review the Maintenance Request Report for the fire extinguisher.
Navigate to the Maintenance Request Report.
Menu Path: Service Management > Maintenance Management > Reports > Maintenance Request Report
1. In the Priority field, select Immediate (Forward Schedule).

Specifies the priority code for which maintenance job requests should be printed on the report.
2. In the Request Status field, select Pending.

Specifies the request status for which maintenance job requests should be printed on the report.
3. In the Site field, verify Main Site displays.
4. On the Standard toolbar, click Print Preview.

The Maintenance Request Report displays.
5. Review and close the report.
6. Exit Maintenance Request Report.
Maintenance Request Queue
Use Maintenance Request Queue to disposition maintenance job requests previously entered into Maintenance
Request Entry. Once a maintenance request order is entered, the request is available in the Maintenance Request
Queue for approval by a manager or trades person.
From this queue a manager or trades person is able to:
• View - Open maintenance job order requests for review.
• Approve Job - Approve Maintenance maintenance job order requests, which creates a maintenance job for
the order.
• Approve Job on Hold - Approve maintenance job order requests but immediately place the maintenance
job on hold.
• Reject - Reject a maintenance job order requests and enter the resolution reasoning.
Note You can approve requests one at a time using the Approve Job button or select multiple records
for approval using the grid view and the Actions menu option.
Menu Path
• Service Management > Maintenance Management > General Operations > Request Queue
Workshop - Approve a Maintenance Request
The manager of the service department at ABC Capital Manufacturing has reviewed the request for maintenance
on fire extinguisher FIRE-XXXX, and needs to it approve it in the Maintenance Request Queue.
Navigate to Maintenance Request Queue.
Menu Path: Service Management > Maintenance Management > General Operations > Request Queue
Tip Usually a maintenance request is reviewed and approved by a manager. For the purpose of this course,
you will act as both manager and trades person.
1. Click the Request button.

The Maintenance Request Search window displays.
2. In the Sort By field, select Equip ID and click Search.

3. From the Search Results grid, select FIRE-XXXX (where XXXX are the last four digits of your phone number)
and click OK.
4. Review the information submitted for the maintenance request.
5. Click the Approve Job button.

The Status is now Approved. Once you click this button to approve the maintenance request, a new
maintenance job is automatically created. The job displays in the Maintenance Job Queue or can be updated
in Maintenance Job Entry.
6. Exit Maintenance Request Queue.
Maintenance Job Tracker
The Maintenance Job Tracker is a display-only version of the primary entry program. Use the tracker to review
current information about a selected record. You cannot add or edit records in the Maintenance Job Tracker.
Menu Path
• Service Management > Maintenance Management > General Operations > Maintenance Job Tracker
Workshop - Review Maintenance Job Tracker
In the previous workshop the maintenance request was approved using the Maintenance Request Queue. In this
workshop, review the automatically generated job.
Navigate to the Maintenance Job Tracker.
Menu Path: Service Management > Maintenance Management > General Operations > Maintenance Job Tracker
1. Enter the Job number recorded in the previous workshop and press Tab.
The Maintenance Job Search window displays.
2. Click the Search button.
3. In the Search Results grid, select the job.

The Equipment ID column displays the equipment ID entered previously, Fire-XXXX (where XXXX are the
last four digits of your phone number).
4. Click OK.
Notice that the job has an Open status and has not been engineered or released.
5. In the tree view, right-click the job number and select Tree > Expand Tree.
The method of manufacture displays. The job had one operation and one material.
6. Navigate among different sheets in the tracker to review the job details.
7. Record the job number_____________.

8. Exit the Maintenance Job Tracker.
Maintenance Job Report
Use the Maintenance Job Report to print a hard copy version of a maintenance job previously entered into
Maintenance Job Entry. It is similar to a standard job traveler that a tradesman or manager can print and take
with them to complete a maintenance job on a piece of equipment.
Use the Selection sheet to select the report parameters. Use the Filter sheet(s) to select the specific records to
include on the report. For more information, refer to the Filters Overview topic in the Application Help.
Important For more information on how to review the status of a report you print, preview, or generate,
refer to the System Monitor Overview topic in the Application Help.
Menu Path
• Service Management > Maintenance Management > Reports > Maintenance Job Report
Workshop - Review the Maintenance Job Report
In this workshop, review the Maintenance Job Report.

Navigate to the Maintenance Job Report.
Menu Path: Service Management > Maintenance Management > Reports > Maintenance Job Report
1. Navigate to the Filter sheet.
2. Click the Job button.

3. In the Starting At field, enter the job number recorded in the previous workshop.
4. Click Search.
5. In the Search Results grid, select the job and click OK.
6. Click Print Preview.

The Maintenance Job Report displays.
7. Review and close the report.
8. Exit the Maintenance Job Report.

Maintenance Job Entry
Use Maintenance Job Entry for direct entry of maintenance jobs. This program is used to initiate and track the
progress of preventative maintenance performed on a piece of equipment.
Maintenance Job Entry is used by both tradesman and managers to create a maintenance job for a particular
piece of equipment. The maintenance job can be assigned to a particular resource during the creation of the job
or can be sent to the maintenance job order Management Queue to have a resource assigned.
Valid maintenance job order statuses include:
• Open / Closed
• Template
• Hold
Note Maintenance Job Entry is a simplified form for the creation of a job in the Epicor application. Because
maintenance jobs pertain to servicing of a particular piece of equipment, each maintenance job is created
with a quantity of one. Since maintenance jobs are always issued with a quantity of one, the material
requirements should unconditionally be a Fixed Quantity. The Fixed Quantity check box does not display;
however, the qty/per field displays as Quantity.
Note Memos are available for maintenance job orders the same as they are for Jobs.
Menu Path
• Service Management > Maintenance Management > General Operations > Maintenance Job Entry
Workshop - Update the Maintenance Job
The maintenance manager feels a new Safety Check operation should be changed for the old one. In this
workshop, enter a new operation, schedule, and release the maintenance job.
Navigate to Maintenance Job Entry.
Menu Path: Service Management > Maintenance Management > General Operations > Maintenance Job Entry
Add a New Job Operation

2. In the Sort By field, select Equipment ID and click Search.
3. In the Search Results grid, select FIRE-XXXX (where XXXX are the last four digits of your phone number)
and click OK.
Review the job details.
5. In the tree view, click on Opr: 10 OP: MAINTALL and click Delete.

6. To the Delete this record? message, click Yes.
7. In the tree view, click on Mtl: 10 MAINT and click Delete.
9. In the tree view, right-click Operations and select Add Operation.

The Job Details > Operations > Detail sheet displays.
10. In the Operation field, select Safety Inspection.
11. Click Save.
12. In the Reporting Resource field, accept the default of Preventive Maintenance.
13. In the Hours field, enter 2.00.
14. Click Save.
Engineer and Release the Job
1. Navigate to the Job sheet.
2. In the Status pane, select the Engineered check box.
3. Click Save.
4. From the Actions menu, select Schedule > Job Scheduling.

The Schedule Job window displays.
5. For the Schedule option, select Forward.
6. Verify the start date is today's date and click OK.

A message displays informing you that the job will not meet its required date.
7. To the message, click OK.
8. Select the Released check box and click Save.
9. Minimize Maintenance Job Entry.
Workshop - Enter Time Against the Job
The safety check for the fire extinguisher equipment has started and Linda Carter, who was assigned this task,
needs to report labor against the maintenance job. In this workshop, report labor against the maintenance job.
Navigate to Time and Expense Entry.
Menu Path: Service Management > Maintenance Management > General Operations > Time and Expense Entry
1. In the Employee ID field, enter 106 and press Tab.

Linda K. Carter displays.

2. From the New menu, select New Time.

The Time > Daily Time > Summary > Detail sheet displays.
3. Accept all defaults.
4. From the New menu, select New Time Detail.

The Time > Daily Time > Detail > Detail sheet displays.
5. In the Labor Type field, verify Production displays.
6. In the Job field, enter the job number created for FIRE-XXXX (where XXXX are the last four digits for your
phone number) and press Tab.
7. In the Operation field, select 10.
8. In the Clock In field, enter 8:00 AM.
9. In the Clock Out field, enter 10:00 AM.
10. In the Labor Notes field, enter Service complete, new fire extinguisher required.
11. Select the Opr Complete check box.
12. Select the Complete check box.
13. Click Submit.

Note If the Submitted status does not automatically change to Approved, the employee record must
be updated with the Auto Approve Time selection.
14. Exit Time and Expense Entry.
Workshop - Close the Maintenance Job

Linda Carter completed the safety check for the fire extinguisher FIRE-XXXX. After carefully examining the outer
pieces, she discovered that the safety pin was lodged between the two handles. Since this fire extinguisher is
new and has never been used, the manufacturer has agreed to send a replacement.
Open the maintenance job for FIRE-XXXX and then close it, adding the resolution to the record.
1. Maximize Maintenance Job Entry.

Verify the job for FIRE-XXXX (where XXXX are the last four digits of your phone number) displays.
2. Navigate to the Job > Resolution sheet.
3. In the Description field enter Fire extinguisher operating pin lodged between handles. Extinguisher
unable to operate effectively. Manufacturer sending a new replacement.
4. In the Topics pane, in the String field, enter SAFE and press Tab.
5. In the 1 field, accept the default of Safety.
6. Select the Job Closed check box.

Selecting this check box is only done once the job is completed and a resolution can be reported on the
record.
7. Click Save and close Maintenance Job Entry.

This job is now closed and complete. You can review the new status in Maintenance Job Tracker or the
Maintenance Job Report.
Meter Reading Entry
Use Meter Reading Entry to record the meter data for a specific piece of equipment. Meter data can be entered
for a piece of equipment whether or not it is attached to a preventative maintenance plan with configured meter
data.
Note When recording meter data, the date, time, and user ID information is logged and displays in the
Equipment Tracker.
The equipment data entered in Meter Reading Entry is displayed in other maintenance programs; however, the
information is primarily used by the Maintenance Plan Processor. The Maintenance Plan Processor uses the
meter data to create and schedule maintenance jobs.
Menu Path
• Service Management > Maintenance Management > General Operations > Meter Reading
Workshop - Enter a Meter Reading
The company vehicle XXX-470 has just arrived back from three weeks of straight travel to all of the corporate
sites. After such a long trip, it is important to log the meter readings to request any services that may be necessary.
Navigate to Meter Reading Entry.
Menu Path: Service Management > Maintenance Management > General Operations > Meter Reading
1. In the Equipment ID field, enter XXX-470 (where XXX are your initials) and press Tab.
Equipment details populate.
2. In the New Reading field, enter 5132 miles.
3. In the Comment field, enter Company Site Travel.
4. Click Save.
Once you enter and save the information, the new information displays in the Current Reading field.
5. Exit Meter Reading Entry.

The information provided in this program is used by the Maintenance Plan Processor to calculate if and
when equipment is due for preventative maintenance services.

Maintenance Plan Processor
The Maintenance Plan Processor is a behind the scenes process that scans the maintenance plans configured
for each piece of equipment. Once scanned, this processor analyzes the data creating maintenance jobs based
on the schedules defined. Maintenance jobs are available to view in the Maintenance Job Tracker.
For the Maintenance Plan Processor, you have the option to filter the process by Site, Equipment Location,
Status, or Type for the current company. When you select a filter parameter, it updates the Filter Summary
fields on the Selection sheet to indicate that you selected a filter for the process.
Menu Path
• Service Management > Maintenance Management > General Operations > Maintenance Plan Processor
Workshop - Run the Maintenance Plan Processor
It is the beginning of the week and the service manager at ABC Capital Manufacturing needs to create the work
schedule for preventative maintenance jobs. To analyze the possible preventative maintenance work orders, run
the Maintenance Plan Processor.
Navigate to Maintenance Plan Processor.
Menu Path: Service Management > Maintenance Management > General Operations > Maintenance Plan
Processor
1. Clear the Continuous Processing check box.

Specifies if the Maintenance Plan Processor runs as a continuous background process, or as process that
runs only when invoked from the menu.
2. Accept all other defaults.
3. Click Submit.
4. Exit Maintenance Plan Processor.
Workshop - Perform Preventative Maintenance on XXX-470
The Maintenance Plan Processor has been run and maintenance jobs were created. Review the maintenance job
for company vehicle XXX-470 and then perform the necessary maintenance.
Review the Maintenance Job

Navigate to Maintenance Job Tracker.
Menu Path: Service Management > Maintenance Management > General Operations > Maintenance Job Tracker

2. In the Sort By field, select Equipment ID and click Search.

3. In the Search Results grid, select XXX-470 (where XXX are your initials) and click OK.
4. Record the job number ___________.
5. Review the Job and Job > Issue sheets for the preventative maintenance details.
Notice the Issue is described as Vehicle Maintenance and the Topics are Motor and Oil.
6. Exit the Maintenance Job Tracker.
Add New Operations

In this workshop task, add the oil change and filling fluids operations to the job for company vehicle XXX-470.
Navigate to Maintenance Job Entry.
Menu Path: Service Management > Maintenance Management > General Operations > Maintenance Job Entry
1. In the Job field, enter the job for company vehicle XXX-470 (where XXX are your initials) and press Tab.
3. In the tree view, click on Opr: 10 OP: MAINTALL and click Delete.
5. In the tree view, click on Mtl: 10 MAINT and click Delete.

The Job Details > Operations > Detail sheet displays.
8. In the Operation field, select XXX Change Oil (where XXX are your initials).
10. Click Save.
11. Navigate to the Job Details > Operations > Scheduling Resources > Detail sheet.
12. In the Resource Group field, verify Preventive Maintenance displays.
13. Click Save.
15. In the Operation field, select XXX Fill Fluid (where XXX are your initials).
17. Click Save.
18. Navigate to the Job Details > Operations > Scheduling Resources > Detail sheet.

20. Click Save.
Schedule the Job
1. Navigate to the Job sheet.
2. In the Required By field, verify today's date displays.
3. In the Status pane, select the Engineered check box.
4. Click Save.
5. From the Actions menu, select Schedule > Job Scheduling.

The Schedule Job window displays.
6. In the Due Date field, verify today's date displays and click OK.
7. Select the Released check box and click Save.
8. Minimize Maintenance Job Entry.

The job is now scheduled and the preventative maintenance group is aware of the specific services that
must be performed on vehicle XXX-470.
Enter Time Against the Job

You have completed the oil change for the company vehicle XXX-470. In this workshop, enter your time against
the job.
Navigate to Time and Expense Entry.
Menu Path: Service Management > Maintenance Management > General Operations > Time and Expense Entry
1. In the Employee ID field, enter 106 and press Tab.

Linda K. Carter displays.
2. From the New menu, select New Time.

The Time > Daily Time > Summary > Detail sheet displays.
3. Accept all defaults.
4. From the New menu, select New Time Detail.

The Time > Daily Time > Detail > Detail sheet displays.
5. In the Labor Type field, verify Production displays.
6. In the Job field, enter the job for XXX-470 (where XXX are your initials) and press Tab.
7. In the Operation field, select 10.
8. In the Clock In field, enter 10:00 AM.
9. In the Clock Out field, enter 11:30 AM.

11. In the Labor Notes field, enter Completed oil change.
12. Select the Opr Complete check box.
13. Click Submit.

Note If the Submitted status does not automatically change to Approved, the employee record
needs to be updated with the Auto Approve Time selection.
14. Use steps 4 - 13 to enter the following information:
Field Data
Labor Type Production
Job Job number for vehicle XXX-470 (where XXX are your
initials)
Operation 20
Clock In 12:30 PM
Clock Out 01:00 PM
Resource Group Preventive Maintenance
Labor Notes Fluids topped off
Opr Complete Select
15. Exit Time and Expense Entry.
Close the Maintenance Job

All current preventative maintenance for the company vehicle XXX-470 has been performed and completed. This
vehicle is now ready to be back in service.
1. Maximize Maintenance Job Entry.
2. Click Refresh.
3. Navigate to the Job > Resolution sheet.
4. In the Description field, enter Oil change complete and topped off fluids.
5. In the String field, enter XXX-VM (where XXX are your initials) and press Tab.
6. In the 1 field, accept the default of XXX Vehicle Maintenance (where XXX are your initials).
7. In the 2 field, select Motor.
8. In the 3 field, select Oil.
9. In the 4 field, select Fluids.

10. In the New Meter field, enter 5,167.
11. Select the Job Closed check box.

The service request for an oil change has been completed for vehicle XXX-470. The Closed indicator now
displays.
12. Click Save.
13. Exit Maintenance Job Entry.
Review Equipment XXX-470 Next Execute Meter Reading

Review the Next Execute Meter reading for equipment XXX-470. This reading is the next time an oil change or
maintenance service is required on this specific piece of equipment based on the details defined earlier.
Navigate to Equipment Maintenance.
Menu Path: Service Management > Maintenance Management > Setup > Equipment
1. In the Equipment ID field, enter XXX-470 (where XXX are your initials) and press Tab.
2. Navigate to the Maintenance Planning > Detail sheet.
3. Review the Next Execute Meter field for the next meter reading value.
The next required maintenance services required for this company vehicle is at 10,132 miles.
4. Exit Equipment Maintenance.

Conclusion Maintenance Management Course
Conclusion
Congratulations! You have completed the Maintenance Management course.

Additional information is available at the Education and
Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.

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How do you record daily maintenance tasks?

How do you record daily maintenance tasks?

Epicor ERP

Epicor ERP | 10.1 3

Workshop - Review the Maintenance Request Report.............................................................................25

4 Epicor ERP | 10.1

Maintenance Management Course

Epicor ERP | 10.1 5

Before You Begin

Specific audiences will benefit from this course.

6 Epicor ERP | 10.1

Epicor ERP | 10.1 7

4. From the Main menu, select the Main Site.

8 Epicor ERP | 10.1

Maintenance Management Overview

Epicor ERP | 10.1 9

10 Epicor ERP | 10.1

Equipment Type Maintenance

Epicor ERP | 10.1 11

Workshop - Add Equipment Type

1. From the New menu, select New Equipment Type.

5. Exit Equipment Type Maintenance.

Equipment Status Maintenance

Workshop - Review and Add an Equipment Status

Review the Default Equipment Status

1. Click the Status button.

12 Epicor ERP | 10.1

2. Click the Search button.

5. Select the Default check box.

Add Equipment Status

1. On the Standard toolbar, click New.

4. Click Save and exit Equipment Status Maintenance.

Equipment Location Maintenance

Workshop - Add a Location

1. On the Standard toolbar, click New.

Epicor ERP | 10.1 13

4. Click Save and exit Equipment Location Maintenance.

Workshop - Review and Add Topics

Review the Topic Tree

1. Click the Topic ID button.

5. In the tree view, expand the Topics tree structure.

7. On the Standard toolbar, click Save.

8. On the Standard toolbar, click Clear.

9. To the clear confirmation message , click Yes.

14 Epicor ERP | 10.1

Add a Parent Topic

1. From the New menu, select New Topic.

4. In the Topic Properties pane, select the following check boxes:

6. On the Standard toolbar, click Clear.

7. To the clear confirmation message, click Yes.

Add a Parent Topic to an Existing Topic

1. Click the Topic ID button.

3. In the Search Results grid, select MOTOR and click OK.

4. From the New menu, select New Case Topic Parent.

5. Navigate to the Parent Topics > Detail sheet.

Epicor ERP | 10.1 15

Add Topics to a Parent Topic