PPM Issue Templates

Available from 4.5.0

PPM Issue Templates allow PPMs to be auto-issued at a set period of time in advance e.g. 3 monthly PPMs can be auto-issued 30 days in advance and weekly PPMs could be issued 2 days in advance.

The list of PPM Issue Templates are maintained here.

Settings > Contracts > PPM Issue Templates

The link will open the PPM Issue Template grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new PPM Issue Template click New , to edit an existing PPM Issue Template click Edit . A pop up window will appear which will allow the creation or amendment of a PPM Issue Template.

Click the button to run the OP-MT018b Template Auto Issue Integrity report.

ClosedClick to view - PPM Issue Template Fields and Descriptions

Complete the fields and click Save . Once the PPM Issue Template header has been completed and saved a sub navigation will appear to allow additional entities to be created / assigned.

These include:

  • PPM Settings
  • Associated Contracts

PPM Settings

The PPM settings allow the rules to be set for PPM auto-issuing e.g. weekly PPMs can be set to auto-issue 1 day in advance and 3 monthly PPMs could be set to auto-issue 7 days in advance.

PPM Settings must be unique to the Issue Template e.g. the same setting cannot be repeated within the same template.

Settings > Contracts > PPM Issue Templates - PPM Settings

The link will open the PPM Issue Templates / PPM Settings grid. It is a grid view that can be customised and sorted as normal.

To add a new PPM Setting click New , to edit an existing PPM Setting click Edit . A pop up window will appear which will allow the creation or amendment of a PPM Setting

ClosedClick to view - PPM Setting Fields and Descriptions

Complete the fields and click Save and Close .

Repeat the process until all required PPM Settings have been created.

Associated Contracts

Contracts are associated with PPM settings to ensure that PPMs can be auto-issued correctly for each Contract.

Settings > Contracts > PPM Issue Templates - Associated Contracts

The link will open the PPM Issue Templates / Associated Contracts grid. It is a grid view that can be customised and sorted as normal.

To assign Contracts click Assign, entities in the right hand assignment window are connected.

To create Contracts see Contracts

Note: For Auto Issuing to work the Offloading Feature must be configured