Specifying the inclusion and exclusion list for services in a preventive maintenance

Select the “Specify Inclusion / Exclusion” link from the bottom of the “Service Requirements” page.

The “Specify Inclusion / Exclusion” page appears.

The system displays the following fields:

PM No.	The preventive maintenance for which the service is required.
	The description of the preventive maintenance is displayed alongside.
	Zoom facility available.
PM On	The maintainable object for which the preventive maintenance must be carried out.
Code	The equipment or location for which preventive maintenance is required.
	The description of the equipment or location is displayed alongside.
	Zoom facility available.

Enter the following details in the "Service Details" group box:

Line No.

Use the drop-down list box to select the service line number for which you wish specify the inclusion and exclusion details. The system lists all the line numbers from the multiline of the “Service Requirements” page, for which “Inclusion/Exclusion List” is not defined.

The system displays the following fields:

Service Code	The service required for carrying out the preventive maintenance.
Service Variant	The variant of the service code.
Service Desc.	The description of the service.
	Zoom facility available.
UOM	The unit of measurement of the service.
Request Qty	The total quantity that is requested for the service.

Enter the following fields in the “Inclusion / Exclusion List” multiline:

Type	Use the drop-down list box and set the field to “Include” to indicate that the item must be issued to the supplier, or “Exclude” to indicate the item must not be issued to the supplier for carrying out the service. The system leaves the field blank, by default.
Item / Group	Use the drop-down list box to specify whether the item to be specified in the list is an item or belongs to a group. The system provides the options “Item” or “Group”.
Item / Group Code	The identifier of the item group to be included in or excluded from the list (Alphanumeric, 32). Ensure that the item group is defined in the “Item Administration” business component of Ramco Corporate Solutions. Also ensure that the item group is unique in the multiline. Help facility available
Item	The identifier of the item to be included in or excluded from the list (Alphanumeric, 32.). Ensure that the item is already defined in the “Item Administration” business component of Ramco Corporate Solutions. Help facility available
Item Variant	The variant of the item (Alphanumeric, 8). Data entry in this field is mandatory if you have selected “Item” in the “Item / Group” field and if more than one variant is defined for the item. Ensure that the variant is already defined for the item in the “Item Administration” business component of Ramco Corporate Solutions.
	Press <Enter>. The system retrieves the “Description” field in the multiline.

Note: Ensure that the “Item – Item Variant” combination is unique in the multiline.

The system displays the following field in the “Inclusion / Exclusion List” multiline:

Desc.

The description of the item – variant.

Check the box in the “Select” column of the multiline to select the item that you wish to remove from the inclusion or exclusion list.
Click the Delete icon in the tool bar above the multiline to delete the selected items.
Click the “Save Inclusion / Exclusion “ pushbutton to save the details of the inclusion or exclusion list.

Note: The system saves the inclusion and exclusion list for the “PM No. – Line No.” combination.

The system displays the following details in the “Record Statistics” group box:

Created By	The login ID of the user who created the list.
Created Date	The date and time at which the list was created.
Last Modified By	The login ID of the user who last modified the list.
Last Modified Date	The date and time at which the list was last modified.

What you can do in this page

Specify the inclusion and exclusion list for services for the preventive maintenance schedule

You can include items that must be issued to the supplier or exclude items that must not be issued to the supplier for carrying out service for preventive maintenance Select the line number that identifies a unique service requirement for which you wish to specify the inclusion or exclusion list, in the “Line No.” field.
Enter the items to be included or excluded, in the “Inclusion / Exclusion List” multiline.
Click the “Save Inclusion / Exclusion” pushbutton.

Specifying the inclusion and exclusion list for services in preventive maintenance – An overview

This page allows you to include items that must be issued to the supplier or exclude items that must not be issued to the supplier for carrying out the service for preventive maintenance. You can select the service line number for which you wish to specify the inclusion and exclusion details. You can include items or item groups that can be issued from your inventory. You can exclude the items or item groups that should not be issued from your inventory for carrying out the specific service. The system also provides you with the option of deleting items/item groups from the list.

The system saves the details of the lists as a part of the service requirements of the preventive maintenance schedule.