Field reference
Maintenance Schedule
How to use Maintenance Schedule 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 record page in MRO → Maintenance & Repair. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Series, Transaction Date, Items, Company.
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 Maintenance Schedule 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.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
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 |
|---|---|---|
Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Customercustomer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Statusstatus | Select Required · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Transaction Datetransaction_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Itemsitems | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Maintenance Schedule Item |
Schedulesschedules | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Maintenance Schedule Detail |
Customer Namecustomer_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Contact Personcontact_person | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Contact |
Customer Addresscustomer_address | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Territoryterritory | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Territory |
Customer Groupcustomer_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer Group |
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 |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Maintenance Schedule |
Child tables
Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Descriptiondescription | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Start Datestart_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
End Dateend_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Periodicityperiodicity | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
No of Visitsno_of_visits | Int Required | Enter a whole-number value. |
Sales Personsales_person | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Person |
Serial Noserial_no | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Sales Ordersales_order | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Order |
Serial and Batch Bundleserial_and_batch_bundle | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Serial and Batch Bundle |
Schedules — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Scheduled Datescheduled_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Actual Dateactual_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Sales Personsales_person | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Person |
Completion Statuscompletion_status | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Serial Noserial_no | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
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.