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Maintenance Calendar


This documentation is incomplete.

You can use the maintenance calendar to auto-generate preventive maintenance schedules for asset instances. A single calendar can be assigned to multiple asset instances. However, each asset instance can have only one maintenance calendar.

When you run the "Create Maintenance Schedule" program, the system uses the maintenance calendar to generate the preventive maintenance schedule for that specific instance. The system allows you to update the maintenance calendar at any time. You must also confirm(approve) a maintenance schedule to auto-generate maintenance orders (work orders).

A maintenance calendar is a set of configurations that controls how and when a maintenance schedule is created/updated. The system generates the maintenance schedule based on the maintenance calendar.

The system allows you to create two types of maintenance calendars.

  • Fixed days interval: Maintenance schedules are created with fixed days interval. Ex: If you configure the maintenance calendar to generate a maintenance schedule every 60 days, the system will generate maintenance with a gap of 60 days for the maintenance horizon starting from the last maintenance schedule date. The default maintenance horizon is 365 days. So, for 60 days, the system will add six different maintenance schedules like the one below.
  • Date calendar: Maintenance schedules are created per the calendar dates. If you select a date calendar in the calendar header, you must add the calendar dates in the calendar lines.

To view/create/update a maintenance calendar, navigate to the "maintenance calendar" search screen from your dashboard/favorite.

Enter the organization/maintenance calendar details or any other criteria in the search form and click on the search button to view an existing maintenance calendar.

Click on create a new button to create a new maintenance calendar; by manually entering all the information, Copy an existing maintenance calendar to a new maintenance calendar is always better than manually entering all the data to create a new maintenance calendar. The application lets you update all the details before confirmation; you can configure which fields are view-only after the confirmation.

The system will show you all the maintenance calendars if you don't enter organization/customer details. If your organization configures any mandatory search field, you must enter those fields to search maintenance calendars.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

To view the search result in a table format, click on the table icon in the bottom left corner.

To open a specific maintenance calendar, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the maintenance calendar header details such as maintenance calendar name, category, description, etc.

Calendar Name: Calendar name is a mandatory field. Enter a unique meaningful name for the calendar.

Calendar Category: Select a category from the drop-down list. The possible categories are:

  • Fixed days interval
  • Calendar date
  • Manual

Calendar Description: Enter a description for the calendar.

Fixed days interval: Enter a numeric value for the fixed days' interval. The value is required for the fixed days' interval calendar category.

Scroll left, right, up, and down to view all the details. The maintenance calendar line and details are shown in a separate tab. The default configuration shows fields in various functional groups, such as

  • Finance
  • Entity
  • Reference
  • Data
  • Control
  • Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields
NameSequenceLabelInputTypeField Group
10vvBuOrgBu OrgdeferredSelectENTITY
10vvBuOrgCodeBu Org CodedeferredSelectENTITY
20vvCustomerNumberCustomer NumberdeferredSelectDATA
30vvCustomerNameCustomer NamedeferredSelectENTITY
40vvCustomerSiteNumberCustomer Site NumberdeferredSelectDATA
50vvCustomerSiteNameCustomer Site NamedeferredSelectENTITY
60vvPaymentTermPayment TermdeferredSelectFINANCE
70vvPaymentTermDescriptionPayment Term DescriptionInputType.textFieldFINANCE
80vvShipToAddressNameShip To Address NamedeferredSelectENTITY
90vvShipToAddressShip To AddressdeferredSelectENTITY
100vvShipToCountryShip To CountrydeferredSelectENTITY
110vvShipToPostalCodeShip To Postal CodedeferredSelectENTITY
120vvShipToEmailShip To EmaildeferredSelectENTITY
130vvShipToPhoneShip To PhonedeferredSelectENTITY
140vvBillToAddressNameBill To Address NamedeferredSelectPLANNING
150vvBillToAddressBill To AddressdeferredSelectPLANNING
160vvBillToCountryBill To CountrydeferredSelectPLANNING
170vvBillToPostalCodeBill To Postal CodedeferredSelectPLANNING
180vvBillToEmailBill To EmaildeferredSelectPLANNING
190vvBillToPhoneBill To PhonedeferredSelectPLANNING
200vvHeaderAmountHeader AmountInputType.textFieldFINANCE
210vvHeaderTaxAmountHeader Tax AmountInputType.textFieldFINANCE
220vvHeaderDiscountAmountHeader Discount AmountInputType.textFieldFINANCE
230sdSoHeaderIdSd So Header IdInputType.numberREFERENCE
240srcEntityNameSrc Entity NamedeferredSelectDEFAULT
250srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
260buOrgIdBu Org IddeferredSelectREFERENCE
270documentTypeDocument TypeInputType.selectCONTROL
280soNumberSo NumberInputType.textFieldDATA
290arCustomerIdAr Customer IddeferredSelectREFERENCE
300arCustomerSiteIdAr Customer Site IddeferredSelectREFERENCE
310hrEmployeeIdHr Employee IdInputType.numberREFERENCE
330shipToIdShip To IddeferredSelectREFERENCE
340billToIdBill To IddeferredSelectPLANNING
350priceListHeaderIdPrice List Header IdInputType.numberREFERENCE
360prePaymentAmountPre Payment AmountInputType.textFieldFINANCE
370docCurrencyDoc CurrencydeferredSelectFINANCE
380paymentTermIdPayment Term IddeferredSelectREFERENCE
390paymentTermDatePayment Term DateInputType.dateDATE
400exchangeRateTypeExchange Rate TypedeferredSelectCONTROL
410exchangeRateExchange RateInputType.textFieldFINANCE
420orderSourceTypeOrder Source TypeInputType.selectCONTROL
430orderReferenceTableOrder Reference TableInputType.textFieldREFERENCE
440orderReferenceIdOrder Reference IdInputType.numberREFERENCE
450docStatusDoc StatusInputType.selectCONTROL
460referenceTypeReference TypeInputType.textFieldCONTROL
470referenceKeyNameReference Key NameInputType.textFieldREFERENCE
480referenceKeyValueReference Key ValueInputType.numberREFERENCE
490approvalStatusApproval StatusInputType.selectCONTROL
540revEnabledCbRev Enabled CbInputType.switchFieldDEFAULT
550revNumberRev NumberInputType.numberDATA
560glAcProfileHeaderIdGl Ac Profile Header IddeferredSelectREFERENCE
5500createdByCreated ByInputType.textFieldREFERENCE
5510creationDateCreation DateInputType.dateTimeREFERENCE
5520lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5530lastUpdateDateLast Update DateInputType.dateTimeREFERENCE

Calendar Dates

Calendar dates are used to define the dates that are used in the calendar. The calendar dates are mandatory if you select the calendar category as "Calendar date" in the header.

You can add multiple lines(calendar dates) to each maintenance calendar header.

Navigate to the lines tab to view/add/update lines.
Click on the add new entity to add a new line. If a line already exists, click on copy entity to copy all the details. You can enable/disable fields allowed to be copied in the menu configuration.

Sequence: Sequence field defines the Sequence of the calendar dates. It's a mandatory field. Enter a number between 1 and 999 to represent the Sequence of the date.

Date: Select a date from the date picker. The date is a mandatory field.

The reference groups show various ids for reference only. You don't need to enter any information in this section. When you save a maintenance calendar for the first time, the system will auto-populate the newly created header id and line ids.

Scroll left, right, up, and down to view all the details. The default configuration shows fields in various functional groups, such as

  • Finance
  • Entity
  • Reference
  • Data
  • Control
  • Etc

Enter all the other fields and click on the save button to save the maintenance calendar. The app will post all the data to the server and will show you returned message from the server.

All Fields
NameSequenceLabelInputTypeField Group
10vvOrgCodeOrg CodedeferredSelectENTITY
10vvItemNumberItem NumberdeferredSelectDEFAULT
20vvUomCodeUom CodedeferredSelectDEFAULT
30vvUomDescriptionUom DescriptiondeferredSelectDEFAULT
40vvItemStatusItem StatusdeferredSelectCONTROL
50vvShipToAddressNameShip To Address NamedeferredSelectENTITY
60vvShipToAddressShip To AddressdeferredSelectENTITY
70vvShipToCountryShip To CountrydeferredSelectENTITY
80vvShipToPostalCodeShip To Postal CodedeferredSelectENTITY
90vvShipToEmailShip To EmaildeferredSelectENTITY
100vvShipToPhoneShip To PhonedeferredSelectENTITY
110vvBillToAddressNameBill To Address NamedeferredSelectPLANNING
120vvBillToAddressBill To AddressdeferredSelectPLANNING
130vvBillToCountryBill To CountrydeferredSelectPLANNING
140vvBillToPostalCodeBill To Postal CodedeferredSelectPLANNING
150vvBillToEmailBill To EmaildeferredSelectPLANNING
160vvBillToPhoneBill To PhonedeferredSelectPLANNING
170vvDiscountedLinePriceDiscounted Line PriceInputType.textFieldFINANCE
180vvTaxCalculationMethodTax Calculation MethoddeferredSelectFINANCE
190vvTaxPercentageTax PercentagedeferredSelectFINANCE
200vvTaxTaxAmountTax Tax AmountInputType.textFieldFINANCE
210vvDiscountNameDiscount NamedeferredSelectFINANCE
220vvDiscountPercentageDiscount PercentagedeferredSelectFINANCE
230vvDiscountAmountDiscount AmountInputType.textFieldFINANCE
240vvTotalScheduledQtyTotal Scheduled QtyInputType.textFieldDEFAULT
250sdSoLineIdSd So Line IdInputType.numberREFERENCE
260srcEntityNameSrc Entity NamedeferredSelectDEFAULT
270srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
280sdSoHeaderIdSd So Header IdInputType.numberREFERENCE
290lineNumberLine NumberInputType.numberDATA
300shippingOrgIdShipping Org IddeferredSelectREFERENCE
310invItemMasterIdInv Item Master IddeferredSelectREFERENCE
320itemDescriptionItem DescriptiondeferredSelectDEFAULT
330lineQuantityLine QuantityInputType.textFieldDATA
340priceListHeaderIdPrice List Header IdInputType.numberREFERENCE
350priceDatePrice DateInputType.dateDATE
360unitPriceUnit PriceInputType.textFieldFINANCE
370linePriceLine PriceInputType.textFieldFINANCE
380taxAmountTax AmountInputType.textFieldFINANCE
390taxCodeTax CodedeferredSelectFINANCE
400docStatusDoc StatusInputType.selectCONTROL
410docStatusDoc StatusInputType.selectCONTROL
420needByDateNeed By DateInputType.dateTimeDATE
430promiseDatePromise DateInputType.dateDATE
440scheduleShipDateSchedule Ship DateInputType.dateDATE
450referenceDocTypeReference Doc TypeInputType.textFieldCONTROL
460referenceDocNumberReference Doc NumberInputType.numberDATA
470soDocumentTypeLineSo Document Type LinedeferredSelectCONTROL
480supplySourceSupply SourceInputType.selectDEFAULT
490destinationTypeDestination TypeInputType.selectCONTROL
500lineDescriptionLine DescriptionInputType.textFieldDEFAULT
510uomCodeUom CodedeferredSelectDEFAULT
520kitCbKit CbInputType.switchFieldDEFAULT
530kitConfiguredCbKit Configured CbInputType.switchFieldDEFAULT
540approvalStatusApproval StatusInputType.selectCONTROL
550sysSpdHeaderIdSys Spd Header IdInputType.numberREFERENCE
560discountCodeDiscount CodedeferredSelectFINANCE
570lineDiscountAmountLine Discount AmountInputType.textFieldFINANCE
620shipToIdShip To IddeferredSelectREFERENCE
630billToIdBill To IddeferredSelectPLANNING
640lineTypeLine TypeInputType.selectCONTROL
5580createdByCreated ByInputType.textFieldREFERENCE
5590creationDateCreation DateInputType.dateTimeREFERENCE
5600lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5610lastUpdateDateLast Update DateInputType.dateTimeREFERENCE


Copy action allows you to copy all the maintenance calendar details to a new maintenance calendar. The system creates the new maintenance calendar with "Copy of {{source maintenance calendar name}}" as the new maintenance calendar name. You should change the maintenance calendar name to a more meaningful value.