On the General tab of a maintenance plan, complete the following fields:

  • Creation method: Defines when to create a work order. Options include:
  • Next maintenance: Requires a work order template ID.
  • Advance next maintenance: Requires a work order template ID and advance margin.

Note: Not all options apply to both time-based and consumption-based plans. Recall plans default to Never unless a template ID is added.

Other fields include:

  • Warn when due: Displays a warning when a work order is due.
  • Main task: Marks the work order as completed when this task is finished. If blank, all tasks must be completed.
  • External task: Marks the maintenance plan as completed when this task is finished on any line.


Standard procedure

1. Go to Business objects > Setup > Service and maintenance > Default maintenance plans.
2. Click New.
3. In the Maintenance plan code field, type a value.
4. In the Description field, type a value.
5. In the Creation method field, select an option.
6. Sub-task: Enter a value for Advance margin.
  6.1 In the Work order template ID field, enter or select a value.
  6.2 In the Main task field, enter or select a value.
  6.3 In the External task field, enter or select a value.
  6.4 Select Yes or No in the Warn when due field.
  6.5 Click Save.

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