SAM Programs

Data Source: PMPRG

To open the SAM Programs screen, click the SAM Program link on the Agreements and Warranty list of the Configuration Quick links screen and select Service from the drop down list.

The SAM Programs screen allows you to add, edit or view selected SAM programs. SAM programs are used as part of the service agreement application and is a way to code contracts for reporting. Valid SAM Programs will appear on the Select Program field drop down list throughout the service system application.

The following sorting options appear on the SAM Programs screen:

Sort by
Field Description
Program Sort the search results by SAM program.
Description Sort the search results by SAM program description.
Type Sort the search results by type.
Code Sort the search results by code.

The following search fields appear on the SAM Programs screen:

Field Description
Select Program Search for a SAM program by entering a program name.
Select Description Search for a SAM program by entering a program description.
Select Type Search for a SAM program by selecting a type from the drop down list (e.g. all types, additive, actual, or deactivated).
Select Code Search for a SAM program by selecting a cash code from the drop down list (e.g. all cash codes, active, customer, warranty, or internal).

The following fields appear on the SAM Programs screen:

Field Description
Program The SAM program identifier.
Description A brief description of the SAM program.
Type

The status of the program. When a contract is created using a program marked as:

  • Actual, the system will lay the schedule out at the intervals defined within the program.

Note:  For example, a unit with 35 hours which is set up using an Actual SAM agreement with durations of 250, 500, and 750. The system will require the unit to come in when the hours reach 250, 500 and 750.

  • Additive, the system will take the hour metering reading on the unit and add the first interval hours to it in order to determine when the first service will occur.

Note:  For example, a unit with 35 hours which is set up using an Additive SAM agreement with the same durations (250, 500, 750), will require the unit to come in when the hours reach 285 (250 + 35), 535 (500 + 35), and 785 (750 + 35).
Cash Code The default cash code used when a work order is added from Service Agreements.

Click on a program name on the Program list and the SAM Programs screen will open allowing you to edit the selected program.

Click on the Need to create a new program? Click here to add link to add a SAM program.

The following button allows you to complete your work on the SAM Programs screen:

Button Function
Close Closes the SAM Program screen and returns to the Configuration Quick Links screen.