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Maintenance Schedule


This documentation is incomplete.

A maintenance schedule is a set of planned maintenance orders. Maintenance schedules are auto-generated by the system as per the assigned calendars and meters. The system allows you to confirm and convert maintenance schedules to actual maintenance orders.

A maintenance schedule allows businesses to review the maintenance schedule as planned without committing any material or resources to the schedule. You can configure if MRP should use maintenance schedules as demand.

A maintenance schedule is required only for preventive maintenance work orders. However, if you want to create any corrective maintenance work orders, you can do so without a maintenance schedule.

Create a Schedule

You can create a maintenance schedule in several different ways :

  1. By using the "Create maintenance schedule" button on the "Asset Instance" screen. The system creates a maintenance schedule for the selected asset instance.
  2. By using the "Create maintenance schedule" button on the "Asset" view screen. The system creates maintenance schedules for all the instances of the selected asset
  3. By using the "Create maintenance schedule" button on the "Asset group" screen. If you use this option, the system will create a maintenance schedule for all the asset instances with the same asset group.
  4. By copying an existing maintenance schedule. If you use this option, the system will copy the selected maintenance schedule details.
  5. By manually entering all the details of a maintenance schedule.

Schedule Header

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

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

Click on create a new button to create a new schedule header; by manually entering all the information.

Copying an existing schedule header to a new schedule header is always better than manually entering all the data to create a new schedule header. 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 schedule headers if you don't enter organization/customer details. If your organization configures any mandatory search field, you must enter those fields to search schedule headers.

For the first search of any entity, there is no difference between using the search or view button. The application always fetches data from the server. However, after the first search, if you click the view button, the application will show if any cached result is available on the local device for the same search criteria. If you click the search button, the application will fetch data from the server 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 schedule header, 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 schedule header details such as schedule header name, UOM code, description, etc.

Schedule Name: Schedule name is a mandatory field. Enter a unique meaningful name for the schedule.

For auto-generated schedules, the system enters a schedule name as "Schedule for Instance {{Instance Id}}".

Schedule Description: Enter a meaningful description for the schedule. It's not a mandatory field.

Instance Number: Select the asset instance against which you want to create a schedule. The instance number is a mandatory field, and currently, the system supports only one schedule per instance.

Scroll left, right, up, and down to view all the details. The schedule header 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

Schedule Dates

Schedule dates specify the planned start date of a preventive maintenance work order. The system automatically generates/updates the schedule dates. However, the system allows you to create/update/delete schedule dates.

You can add multiple lines(schedule control lines) to each schedule 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 schedule control. It's a mandatory field. Enter a number between 1 and 999 to represent the Sequence of the schedule line.

Start Date: Start date field defines the start date of the scheduled maintenance work order. It's a mandatory field. Enter a date in the format yyyy-mm-dd.

The reference groups show various ids for reference only. You don't need to enter any information in this section. When you save a schedule header 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 schedule header. The app will post all the data to the server and 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