Maintenance Visit
How to use Maintenance Visit 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.
Before you start
Prepare the required information: Series, Customer, Maintenance Date, Completion Status, Maintenance Type, 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 Visit 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 Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Maintenance Schedulemaintenance_schedule | 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 |
Maintenance Datemntc_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Maintenance Timemntc_time | Time Optional | Record the time in the format accepted by the field. |
Completion Statuscompletion_status | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Maintenance Typemaintenance_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Purposespurposes | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Maintenance Visit Purpose |
Customer Feedbackcustomer_feedback | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Statusstatus | Select Required · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
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 Visit |
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 |
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 |
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 |
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 |
Child tables
Purposes — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Optional | 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. |
Sales Personservice_person | Link Required | 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 | 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 No |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Work Donework_done | Small Text Required | 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.