Maintenance
Maintenance Schedule and Maintenance Visit — planned and actual servicing of items sold to customers.
Preventive and corrective service scheduling against sold items.
What it does
Maintenance covers after-sales servicing of items you have delivered. A Maintenance Schedule generates planned visit dates per item and serial number from a periodicity, and each actual service call is recorded as a Maintenance Visit with the purposes served, the work done and the customer’s feedback.
Key features
- Maintenance Schedule — periodicity-driven visit planning per item and serial number, with calendar events.
- Maintenance Visit — completion status, maintenance type (scheduled, unscheduled, breakdown) and per-item purpose lines.
- Serial-number aware — schedules and visits attach to the exact unit in the field.
- Back-references — visits link back to the originating Sales Order, Delivery Note or Warranty Claim.
Entity relationships
Each diagram below is one connected cluster of entities. Edges are labelled with the fieldname that carries them — see relationship notation for how to read the crow’s feet.
Direct pairs
Entity pairs whose only intra-module relationship is to each other.
Document composition
Parent documents and the child tables they own.
| Parent | Table field | Child table | Req |
|---|---|---|---|
| Maintenance Schedule | items |
Maintenance Schedule Item | yes |
| Maintenance Schedule | schedules |
Maintenance Schedule Detail | |
| Maintenance Visit | purposes |
Maintenance Visit Purpose |
Entity reference
Transactions
2 entities — submittable business documents that post ledger entries.
Child tables
3 entities — row sets owned by exactly one parent document.
Related modules
Support
Issue tracking with Service Level Agreements, issue types, priorities and warranty claims.
Assets
Fixed asset lifecycle — capitalization, depreciation schedules, movement, repair, maintenance and disposal.
Stock
Item, Warehouse, and every movement of quantity and value — Stock Ledger Entry, Bin, batches, serials and reconciliation.