The Maintenance Schedule displays all forthcoming Maintenance Visits.

Regular maintenance is essential for all machinery, particularly those with numerous moving components. Therefore, whether you’re involved in maintaining such machinery or have them on your premises, this tool proves invaluable for planning a maintenance calendar of activities.

To create a new Maintenance Schedule go to:

Home > Support > Maintenance > Maintenance Schedule

A Maintenance Schedule is usually created from a Sales Order of type ‘Maintenance’.

1. Prerequisites

• Customer
• Item

2. How to Create a Maintenance Schedule

1. Go to the Maintenance Schedule, click on New.
2. Select the Customer and the Items for which maintenance needs to be done.
3. Set the start and end dates.
4. Select a Periodicity to set how frequently the visits will happen. The options are “Weekly”, “Monthly”, “Quarterly”, “Half Yearly”, “Yearly” and “Random”. Maintenance Schedule will get generated based on selected Periodicity. Selecting Random will generate random dates
5. The Number of Visits will be set as per the Periodicity selected. Eg: If you selected Weekly and set the whole month between the start and dates, 4 visits are ideal.
6. Select the Sales Person performing the visits.
7. Save.
8. After saving, click on the Generate Schedule button to generate a Maintenance Schedule.
9. Submit.

Clicking the “Generate Schedule” button will create an individual row for each maintenance activity. Each item listed in the Maintenance Schedule is assigned to a Sales Person.

Once the document is submitted, calendar events are generated for the designated Salesperson user corresponding to each maintenance activity.

3. Related Topics

1. Serial Number
2. Warranty Claim
3. Maintenance Visit
4. Sales Order