SAM Schedules
Data Source: PMMAINT, PMPRG, FLATRATE
To open the SAM Schedules screen, hover over the Configuration link from anywhere within IntelliDealer and select Service> Agreements & Warranty> SAM Schedules from the drop down list.
The SAM Schedules screen allows you to search for SAM schedules, edit maintenance schedules, and add new schedules to the list. Schedules are used by the Service Agreements application and define what services are going to be performed as part of the service program selected. Valid Sam Schedules added to the system will appear on the Select Job Code screen accessed from the Contract Maintenance tab by clicking the Search 
icon next to the Job Code field.
The following sorting options appear on the SAM Schedules screen:
| Sort by | |
|---|---|
| Field | Description |
| Make/Model | Sort the search results by make/model code. |
| Program | Sort the search results by SAM program. |
| Period | Sort the search results by time period. |
| Code | Sort the search results by time code. |
| Description | Sort the search results by program description. |
| Job Code | Sort the search results by job code. |
The following search fields appear on the SAM Schedules screen:
| Field | Description |
|---|---|
| Select Make | Search for SAM schedules by entering a make code. |
| Select Model | Search for SAM schedules by entering model code. |
| Select Program | Search for SAM schedules by entering a SAM program. |
| Select Job Code | Search for SAM schedules by entering a job code. |
| Select Period | Search for SAM schedules by entering a period. |
| Select Code | Search for SAM schedules by selecting a time code from the drop down list (e.g. all codes, hours, days, weeks, or months). |
| Select Description | Search for SAM schedules by entering a program description. |
The following fields appear on the SAM Schedules screen:
| Field | Description |
|---|---|
| Make/Model |
The manufacturer of the unit. The model number on the unit. Note: Although S.A.M. allows *All in the Model field you need a job code with a specific model to match any stock unit you will put on a contract. It is recommended to have a *All model job code for each S.A.M. schedule that can be copied to the specific model needed before opening a S.A.M. contract for a particular stock unit. |
| Program | Select the SAM program code for this schedule. |
| Period | The time period for the planned maintenance to be performed. Periods could be the number of hours, days, months, or weeks before a service agreement job is due. It is the name value or the quantity. |
| Code | Select the appropriate code to indicate how often the period should occur (e.g. hours, days, weeks or months). |
| Description | The description of the job to be performed at this interval. |
| Job Code | The job code to be perform at this interval. |
Move the cursor over a Make/Model and select Edit from the pop-up menu to edit an existing SAM schedule.
Move the cursor over a Make/Model and select Copy from the pop-up menu to copy a SAM schedule.
Click on a Job Code to open the Job Code Details screen.
Click on the Need to create a new schedule? Click here to add link to add a SAM schedule.
The following button allows you to complete your work on the SAM Schedules screen:
| Button | Function |
|---|---|
| Close | Closes the SAM Schedules screen and returns to the Configuration Quick Links screen. |