Active Asset has Expired PM Schedules Alert

Once an asset record is saved in Asset Edit, and the asset has a status of Active (or In-Use), this alert checks to see if any PM schedules associated with this asset have an Unscheduled Type code. If the condition is True, upon executing a Save command, TMS will warn you with a pop-up window.

To create an alert, follow these steps:

1. Go to Setup > General > Alerts and select the Assets module.
2. Click the New button under the Alerts section.

3. In the Alert Create Wizard, enter the following information:

   • Event Type: Record Save
   • Title: Active Asset with expired PM Schedule
   • Description: When an Active/In-Use asset is saved, TMS checks all associated PM schedules for the Type Code of Unscheduled. If any are found, an alert appears.

4. Click Next.

5. On the SQL screen, enter the following:

   • SQL: SELECT vAssets.AssetNumber, vPMSchedules.NextDueDate, vAssets.StatusCode FROM vAssets INNER JOIN vPMSchedules ON vAssets.IDAsset = vPMSchedules.IDAsset where (vPMSchedules.NextDueDate < getDate()) AND (vAssets.StatusCode = 'Activ' or vAssets.StatusCode = 'INUSE') AND ('{vAssets.IDAsset}' = vAssets.IDAsset) AND (vPMSchedules.TypeCode = 'U')
   • Condition Operator: Equal to
   • Condition Value: 1
6. Click Next to continue.
7. On the Message screen, enter the following: {vAssets.StatusCode} Asset {vAssets.AssetNumber} have {Recordcount} PM(s) that need their Next Due Date(s) updated.
8. Check the See All box.  
9. Click Finish to create the alert.