Transactions

Maintenance transactions — 2 entities with their key fields and relationships.

Submittable documents with a docstatus lifecycle. Once submitted they are immutable and post ledger entries; corrections are amendments or returns.

2 entities in Maintenance.

Maintenance Schedule

Plans recurring maintenance visits for Items sold to a Customer.

Transaction Submittable

Naming: Naming Series · 24 fields · 2 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`status`	Select	yes	Status
`transaction_date`	Date	yes	Transaction Date
`customer_name`	Data		Customer Name

Relationships

Field	Type	References	Req
`amended_from`	Link	Maintenance Schedule
`company`	Link	Company	yes
`contact_person`	Link	Contact (fw)
`customer`	Link	Customer
`customer_address`	Link	Address (fw)
`customer_group`	Link	Customer Group
`territory`	Link	Territory
`items`	Table	Maintenance Schedule Item	yes
`schedules`	Table	Maintenance Schedule Detail

Records the actual maintenance work performed for Customer Items during a service visit.

Transaction Submittable

Naming: Naming Series · 32 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`customer_name`	Data		Customer Name
`mntc_date`	Date	yes	Maintenance Date
`completion_status`	Select	yes	Completion Status
`maintenance_type`	Select	yes	Maintenance Type
`status`	Select	yes	Status

Relationships

Field	Type	References	Req
`amended_from`	Link	Maintenance Visit
`company`	Link	Company	yes
`contact_person`	Link	Contact (fw)
`customer`	Link	Customer	yes
`customer_address`	Link	Address (fw)
`customer_group`	Link	Customer Group
`maintenance_schedule`	Link	Maintenance Schedule
`maintenance_schedule_detail`	Link	Maintenance Schedule Detail
`territory`	Link	Territory
`purposes`	Table	Maintenance Visit Purpose