To add a SOR code to a servicing plan template

The procedure to add a SOR code to a servicing plan template is as follows:

Navigate to Quick Menu > Planned & Servicing Lite > Configuration > Planned Program Template. The Planned Program Template Management window is displayed.
Select an equipment servicing plan SOR template from the alphabetic list or type its name into the Search Templates field. By default the list is filtered to show Current templates. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
Click on Add SOR. The New SOR window is displayed.
Enter a SOR code or component of the SOR description into the search field provided 2. All possible matches are returned in the SOR Search Result window 3.
Double-click on the row matching the desired SOR code to be included within the equipment servicing plan template. The selected record appears in the SOR field, supported by confirmation of the Unit of measurement and Unit cost.
Enter the required Quantity into the field provided. The Up and Down arrows are available to increment or decrement the value, as required.
Using the Additional analysis drop-down field, select a parameter value to further categorise the chosen SOR code for the equipment servicing plan template.
Click on Confirm. The proposed SOR code entry is displayed in the SORs summary table.
Repeat steps 3 through 8 to add further SOR codes to the equipment servicing plan template.
Click on Save.

Note

1 The Search Templates field will match against any element of the equipment servicing plan template name.

2 The field will operate as a dynamic search function and match against the SOR code or any element of the SOR description.

3 Only SOR codes contained within the linked SOR table are available for selection.

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