ERPNext Asset Management 3 (Asset Maintenance)

ERPNext Assets Management Implementation Expert, Union Mercantile Solutions

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.

    1. Asset Maintenance

    For each asset, create an Asset Maintenance record listing all the associated maintenance tasks, maintenance type (Preventive Maintenance or Calibration), periodicity, assign to and start and end date of maintenance. Based on start date and periodicity the next due date is auto-calculated and a ToDo is created for the Assignee.


    2. Features

    2.1 Maintenance Tasks

    • Maintenance Type: Whether this is a ‘Preventive’ maintenance activity or ‘Calibration’ to restore accurate functioning.
    • Start and End Date: Set the start date and end date when the maintenance is supposed to begin and end.
    • Last Completion Date: If the maintenance was not carried out on or before the scheduled date, the actual date of maintenance can be recorded here.

    2.2 Asset Maintenance in ToDo

    On assigning the maintenance to a user, it will appear in the User’s ToDo list.

    Asset Maintenance

    Source: ERPNext