Asset Maintenance
How to use Asset Maintenance in Maintenance & Repair: access, working steps, fields, related records and troubleshooting.
Purpose and access
Register maintenance or repair against the applicable asset, supplier service and cost context. Record diagnosis, planned dates, parts and completion evidence. Use linked stock and purchase records to account for material and external service costs.
This page is a report in MRO → Maintenance & Repair. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Asset Name, Company, Maintenance Team, Maintenance Tasks.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Asset Maintenance from MRO → Maintenance & Repair, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Asset Nameasset_name | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Asset |
Asset Categoryasset_category | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Item Codeitem_code | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Item Nameitem_name | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Maintenance Teammaintenance_team | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Asset Maintenance Team |
Maintenance Manager Namemaintenance_manager_name | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Maintenance Tasksasset_maintenance_tasks | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Asset Maintenance Task |
Child tables
Maintenance Tasks — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Maintenance Taskmaintenance_task | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Maintenance Typemaintenance_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Maintenance Statusmaintenance_status | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Start Datestart_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Periodicityperiodicity | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
End Dateend_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Certificate Requiredcertificate_required | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Assign Toassign_to | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Assign to Nameassign_to_name | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Next Due Datenext_due_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Last Completion Datelast_completion_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.