PM Asset Filter

The PM Asset Filter enables you to use a filter from an Inventory module to dynamically add Assets to a Work Order generated from a PM. The grid can contain multiple filter strings, with the potential to pull in Assets from several modules. It is also possible to use the PM Asset grid to add Assets manually and use the PM Asset Filter grid to add them dynamically.

You are creating a PM for a drainage basin. You could list all of the pipes individually in the Assets grid; however, it would be difficult to keep this list updated as pipes are added and removed from the basin. It would be easier to use a filter created in the Pipe Inventory module.

The PM Asset Filter grid stores a list of filter strings that will load Assets on the Work Order when it is created.

Important: The PM Asset Filter grid is only used for Standard PMs or Tightly Linked PMs linked to Standard PMs.

Open the module that contains the Asset type you want to add to the PM/Template.
1. Create a filter to identify the Assets that should be added to the Work Order.
2. Save the filter with a distinct name.
Open the PM/Template module.
Click the to expand the desired PM/Template record.
Select the PM Asset Filter grid and click Add . The PM Asset Filter form opens.
Select a Category for the desired Asset type.
Select the Filter Name from the Asset module in which it was saved in step 1b.
Click Save and close the record. The filter now appears in the PM Asset Filter grid. When the PM generates a Work Order, the system adds the filtered Assets to the Work Order's Asset grid.

Category	Identifies the Work Category used for these assets. This defines which Asset Inventory module the filter and assets will come from.
Filter Name	Identifies the filter that will be used.
Filter String	Displays the SQL statement that is being used in the selected filter to collect Asset records to add to the Work Order.