Understanding Preventive Maintenance

Preventive maintenance is the act of performing regularly scheduled maintenance activities to help prevent unexpected failures in the future. Put simply, it’s about fixing things before they break.

Enable Preventive Maintenance

Left Menu > Settings > Third Menu Service > Service Settings Preferences

Service Settings Preferences Enable Preventive Maintenance by clicking the check mark.

Click on Update to Save this Setting.

Now Preventive Maintenance will be displayed under Service Reports of Future PM Report.

Adding Preventive Maintenance

Adding Preventive Maintenance to AntMyERP is easy! You just need to put their important information into one place. Here’s what you do.

You can add PM in two ways.

• Preventive Maintenance – From Contract Date

Creation Proposal > update to Contract.

In the updated contract, we added the contract date, which is the start date of the contract. From this date forward, the first PM is created based on the duration selected in the proposal, which can be monthly, quarterly, half-yearly, or annually.

Auto PM Call will get created as per Start date of contract from …it will be created automatically as per the duration mentioned in the proposal till contract to date.

• Preventive Maintenance – Timed Based PM.

In this type of PM, while creating a Proposal we can select individual product PM types as added in Masters. 

Proposal> Contract . Add Products.

Auto PM call gets created by adding the start PM date for this individual product in the Active Product page by manual entry or import file. 

This type of auto PM call is called the Future PM report – Timed Based and Average.

Creating PM from the Active Product Page.

Navigate to the Left Menu > CRM Sales > Customers.

Select Customer Name, Right Click > Contract.

On the Top Right Menu, navigate to the Three Dot Icon > Active Products.

Page Lands on the Contracted Product List.

Left Side Checkbox – Click the check mark option displayed as create PM Now.

For this particular serial number, PM call get log and reflected in 

Open Service > PM tab.

Productivity Tool: You can add PM from the Quick Add service ticket directly.

Importing PM Date 

Navigate to the Left Menu > CRM Sales > Customers.

Select Customer Name, Right Click > Contract.

On the Top Right Menu, navigate to Three Dot Icon > Active Products.

Page Lands on Contracted Product List.

On the Top Right Menu navigate to Three Dot Icon > Import.

Read the instructions and then click Download Sample File (CSV) for future reference.

Ensure that all the fields are mapped and filled correctly while adding PM Date.

Now go to the Top Right Menu and navigate to Three Dot Icon > Import PM Date for Products

Click on Save.

All your Products with PM Date are imported into your AntMyERP to transact.

Note: You can upload 50 numbers of Products at a time in one CSV File. Only CSVs. files are supported.

Exporting / Downloading Product with PM Date.

Navigate to the Left Menu > CRM Sales > Customers.

Select Customer Name, Right Click > Contract.

On the Top Right Menu navigate to the Three Dot Icon > Active Products.

Filter from the LIVE Search / Filter. Now you have filtered data which needs to be exported 

Now go to the Top Right Menu and navigate to Three Dot Icon> Download > Save

All your Product with PM data will be downloaded as per the Search or Filter

All your Products with PM are Exported from your AntMyERP to CSV. file

Note : Export / download can be done only by the users who have permission from the admin.

Manage Column: Create your own Customer Listing View 

Navigate to the Left Menu > CRM Sales > Customers.

Select Customer Name, Right Click > Contract.

On the Top Right Menu navigate to theThree Dot Icon > Active Products.

Now go to the Top Right Menu and navigate to Three Dot Icon> Manage Column

If you want to create your preferred column view and make it the default, click on Own.

Check Mark which field you want to be visible when you open the Products Listing Page.

You can define the placement of the column with Drag and Drop.

Click on Save.

Your default Product Listing Column View is now available whenever you go to this page. You can Edit the same by following the same above process.

Note : If you are the administrator, you can define custom column view of this page and even the user can make the changes as per their requirements

Permission: This feature is user permission defined. If you have permission, you can use this or else ask the administrator of your office to activate the permission for you.

Settings and Preferences for Customer 

This feature is not available for PMs.

View PM

1st Option –

Navigate to the Left Menu > Service > Open Service > PM Tab.

2nd Option –

Navigate to the Left Menu > Service > Reports > Preventive Maintenance 

You will land on the PM Calls Listing Page.

Deleting PM.

PM Call deletion is not possible, but you can cancel calls.

By Updating the call status as Canceled.