Create Work Order Line Items for Each Asset in a Maintenance Plan
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
- Choose whether to create one work order or one work order line item for each maintenance asset.
- If you select One work order line item per asset, choose whether to create a service appointment for each work order or each work order line item.
To ensure that all assets are maintained under one work order, select One work order line item per asset. If each asset needs a separate service appointment, select One service appointment per work order line item.
If all maintenance assets have the same Next Suggested Maintenance Date on the maintenance plan, they’re grouped in one work order. However, if maintenance assets have different Next Suggested Maintenance Dates, a work order is created for each date.
If Work Order Generation Method is left as None, it defaults to one work order per asset.