SAM Programs

Data Source: PMMAINT, PMPRG

To open the SAM Programs screen, click a Program or the Need to create a new program? Click here to add link on the SAM Programs screen.

The SAM Programs screen allows you to set up programs, edit programs, service agreements and machine schedules. You may only need to do this once or you may need to add service agreement schedules to machines as you sell them.

The following fields appear on the SAM Programs screen:

Field Description
Program Program name or identifier for the kind of maintenance program you will be offering to your customers. Enter the alphanumeric code you are assigning to this program.
Description A brief description of the new program.
Cash Code The default cash code associated with the SAM program code that will be used when a work order is added from Service Agreements.
Process 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).

  • Deactivate: deactivates a program selected from the drop down list.
Display in MyDealer Indicates if the program will display in MyDealer - Recommended Service Schedule.

The following buttons allow you to complete your work on the SAM Programs screen:

Button Function
Save Saves changes made on the SAM Programs screen.
Copy

Copies the selected SAM programs.

Note:  This button appears only by accessing the SAM Programs screen by clicking on a Program.
Save & New

Saves a newly added SAM program and refreshes the SAM Programs screen, allowing you to add another SAM program without closing the screen.

Note:  This button appears only by accessing the SAM Programs screen by clicking the Need to create a new program? Click here to add link.
Save & Next

Allows you to save any edits/changes made to the selected SAM program and scroll through to the next SAM program in the list to apply any edits/changes.

Note:  This button appears only by accessing the SAM Programsscreen by clicking on a Program.
Delete

Deletes the selected SAM program from the list on the SAM Programs screen.

Note:  This button appears only by accessing the SAM Program screen by clicking on a Program.
Close Closes the SAM Programs screen without saving and returns to the SAM Programs screen.