Skip to main content
小组* Salesforce Field Service *Salvatore Scarpato 的问题
Salvatore Scarpato (Atlantic Technologies S.p.A.) 提问于 * Salesforce Field Service *
2025年11月11日 17:03

Maintenance Plan "Floating Schedule" Not Recalculating Next Work Order Date

Hi all,

I'm trying to use Maintenance Plans, specifically the "Generate on a floating schedule" functionality. My understanding is that this should allow the system to reschedule subsequent Work Orders based on the completion date of the previous one.

Here is my scenario and what I am trying to achieve:

  • I set the frequency to every 30 days (on the Maintenance Work Rule, linked to the Maintenance Asset).
  • The first Work Order (WO-1) is scheduled for November 15.
  • The next Work Order (WO-2) is therefore initially planned for December 15.

My expectation (the "floating" logic):

  • Scenario A: If I complete WO-1 early on November 10, the next Work Order (WO-2) should be automatically rescheduled for December 10 (30 days after the new completion date).
  • Scenario B: If I complete WO-1 late on November 20, the next Work Order (WO-2) should be rescheduled for December 20.

The Problem: I have run several tests, but it seems that the SuggestedMaintenanceDate on the next Work Order never gets updated. It always stays at the original December 15 date, regardless of when I complete the first Work Order.

My Questions:

  1. What configuration am I missing to make this floating schedule logic work correctly?
  2. Which specific DateTime field on the completed Work Order does the system use to trigger this recalculation? Is it the EndDate on the Work Order object, or the ActualEndTime from the related Service Appointment?

Thanks so much for your help,  Salvatore

@* Salesforce Field Service * 

2 个回答
  1. Salvatore Scarpato (Atlantic Technologies S.p.A.)
    2025年11月18日 11:57

    Hello @Heiko Lindner,

    Thanks a lot for your help!

    The original idea was to create the next work order only when the previous one is completed, by flagging "Generate new batch upon completion" on the Maintenance Plan.

    However, I tested different scenarios and the "floating logic" doesn't seem to work. Please consider that I'm using a Calendar-based Maintenance Work Rule, not a Criteria-based one. Unfortunately, the documentation only refers to Criteria-based maintenance work rules.

    Just to be clear, my request is to generate a WO every 30 days based on the completion of the previous one. It makes no difference to me whether the system updates an existing WO or creates a new one after completion; the important thing is the timing.

    Can you help me find the right configuration for this? 

撰写回答...
0/9000