Asset Maintenance

Asset Maintenance refers to any activity done on Assets to maintain their performance or condition.

ERPNext provides features to track the details of individual maintenance/calibration tasks for an asset by date, the person responsible for the maintenance, and future maintenance due date.

To access the Asset Maintenance list, go to:

Home > Assets > Maintenance > Asset Maintenance

1. Prerequisites

• Create an asset
• Create an Asset Maintenance Team.

2. How to create an Asset Category

Create an Asset Maintenance Record

1. Go to Asset Maintenance.
2. Click New.
3. Fill in the required details:

• Basic Details
  • Asset: Select the Asset requiring maintenance.
  • Maintenance Team: Select the responsible team.
  • Maintenance Type:
    • Preventive – Scheduled routine maintenance.
    • Calibration – Adjustment to restore measurement accuracy.
• Schedule Details
  • Start Date: Date when maintenance is scheduled to begin.
  • End Date: Expected completion date.
  • Last Completion Date: Enter the actual completion date if maintenance was performed later than scheduled.

4. Save and Submit the document.

Asset Maintenance is a transaction and must be submitted to confirm the schedule.

3. Features

3.1 Asset Maintenance Log

Once submitted:

• An Asset Maintenance Log is created.
• The log tracks the execution of the maintenance task.
• Future maintenance due dates are calculated based on the schedule.

3.2 Maintenance in ToDo

When a maintenance task is assigned to a user:

• It automatically appears in the assigned user’s ToDo list.
• This ensures responsible personnel are notified and reminded.