Asset Maintenance — entity reference

One piece of campaign work planned for one asset: an item and quantity to supply or perform under a service campaign, and whether that work is still open or already done. Entries are created by the campaign's Asset Maintainance button (one per campaign item for every member not marked Is Utilised and with no Service Order) and by the Execute Campaign wizard (for the ticked VINs). An open entry (Is Executed cleared and no Executed Under Service Order) is added as a line to every new opportunity for the asset while its campaign is active and inside its dates, unless the campaign has Manual Asset Action ticked. A new service order with no lines then takes those lines from the asset's opportunities. Delivering the service order records the work on the entry, and invoicing ticks Is Executed, after which the entry is never offered again. Entries are listed on the campaign's Asset Maintenance tab; they are in no shipped app and not on the asset page. Each entry is named automatically from the AM numbering series.

Fields

Field	Label	Type	Required	What it does
`AssetId`	Asset	Lookup → Asset		The asset the work is for, copied from the campaign member. Entries from account campaigns have no asset and are never added to an opportunity or service order.
`BranchId`	Branch	Lookup → Branch		The location, copied from the campaign member when the entry is created. Shown in the record header; no processing filters on it.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`Id`	Id	Guid	Yes
`IsExecuted`	Is Executed	Boolean	Yes	Whether the work is recorded as done. Ticked when a service order is invoiced (Invoice or Selective Invoice) for the entries already recorded against that order and for every entry on the opportunity the order was raised from, whichever lines were invoiced. Can also be ticked by hand to stop the entry being offered. A ticked entry is never added to new opportunities or service orders.
`IsMandatory`	Is Mandatory	Boolean	Yes	Copied from the campaign item. Opportunity and service order lines made from a mandatory entry are protected: their item, item service contract and quantity cannot be changed and they cannot be deleted.
`ItemId`	Item	Lookup → Item		The part or labour to supply or perform, copied from the campaign item. Becomes the item of the opportunity line the entry is added as. At delivery, a hand-added campaign line with no entry link is matched to an open entry with the same asset, item and campaign.
`ItemServiceContractId`	Item Service Contract	Lookup → ItemServiceContract		The contract product the work falls under, copied from the campaign item and passed on to the opportunity and service order lines. It points to the contract product, not to the asset's own service contract.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Name	Text	Yes	Filled automatically from the Asset Maintenance numbering series (AM, a date and a six-digit running number). Not on the edit form.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartnerAccountId`	Partner Account	Lookup → Account		The dealer, copied from the campaign member when the entry is created. Shown in the record header; no processing filters on it.
`Quantity`	Quantity	Number		The quantity planned, copied from the campaign item; starts at 0. Becomes the quantity of the opportunity line. Changing it later does not change lines that already exist.
`RecordTypeId`	Record Type	Guid, hidden
`CampaignBatchInstanceId`	CampaignBatchInstance	LongMultiLineText		A run stamp filled only by Execute Campaign; entries made with Asset Maintainance leave it empty. Running Asset Maintainance on a campaign removes every entry that carries a stamp, so the two should not be mixed on one campaign.
`CampaignId`	Campaign	Lookup → Campaign		The campaign that planned the work. Its active flag and start and end dates decide whether the open entry is still offered on new opportunities and service orders; its Manual Asset Action switch decides whether it is offered at all.
`CampaignItemId`	Campaign Item	Lookup → CampaignItem		The campaign item the entry was copied from. Later edits to the campaign item do not change the entry. Carried onto the lines the entry becomes.
`CampaignMemberId`	Campaign Member	Lookup → CampaignMember		The asset's membership in the campaign that produced the entry. The Execute Campaign wizard shows a VIN as Executed when its member already has entries for the campaign.
`ServiceOrderId`	Executed Under Service Order	Lookup → ServiceOrder		The service order that did the work. Filled when that order is delivered, for each campaign line whose quantity minus cancelled quantity is above zero and, for labour items, whose work has ended. The first order to claim the entry keeps it. Once filled, the entry is no longer offered on new documents.
`ServiceOrderLineId`	Executed Under Service Order Line	Lookup → ServiceOrderLine		The service order line that did the work, filled together with Executed Under Service Order at delivery.
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete
`Edit`	Edit	Edit	Edit
`New`	New	NewInline	New

ItemServiceContract — looks up via ItemServiceContractId
UserAccount — looks up via ModifiedById
ServiceOrder — looks up via ServiceOrderId
UserAccount — looks up via CreatedById
Account — looks up via PartnerAccountId
UserAccount — looks up via OwnerId
Branch — looks up via BranchId
CampaignItem — looks up via CampaignItemId
Asset — looks up via AssetId
ServiceOrderLine — looks up via ServiceOrderLineId
Item — looks up via ItemId
CampaignMember — looks up via CampaignMemberId
Campaign — looks up via CampaignId
ServiceOrderLine — referenced by via AssetMaintenanceId
Lead — referenced by via AssetMaintenanceId
OpportunityLine — referenced by via AssetMaintenanceId

Asset Maintenance — entity reference

Fields

Actions

Related entities

Related topics