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How should I create a planned maintenance request?

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A planned maintenance request is nothing but a scheduled appointment. Here is the process flow for planned maintenance request in work orders:

  1. A work order is created from the service contract with the Service type as Scheduled Maintenance
  2. The location is set to Onsite or Remote based on the location of the service.
  3. When a service is completed, the number of service requests pending for the customer is reduced. 
  4. Any part replaced to fulfill the service request is billed as part (product) cost as per the price book.
  5. Any additional service performed during the service request is billed as the service cost (labor) as per the price book.
To know more about Work Orders, click here.
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