Maintenance

The Maintenance module allows you to register and track maintenance performed on fixed assets, controlling costs and enabling capitalization of amounts as new assets.

Maintenance List

The main screen displays a grid with the key information:

• Type (Corrective / Preventive)
• Status (In Progress / Completed / Canceled)
• Linked asset (Asset Number – Incorporation – Description)
• Responsible
• Start Date
• End Date
• Total Cost

Filter and Search

Use the search field to filter by grid columns.

Row Actions

Click the row action button to edit, view or delete the record. When the maintenance has costs of type Incorporation, the Capitalize button becomes available to start the capitalization wizard.

Register Maintenance

1. Click the + button (new)
2. Fill in the general data:
   • Type — Corrective or Preventive
   • Status — In Progress, Completed or Canceled
   • Responsible — Name of the person responsible for the maintenance
   • Asset — Search and select the linked asset (Asset Number – Incorporation – Description)
   • Description — Detailed description of the maintenance
   • Start Date — Maintenance start date
   • End Date — Closing date (optional)
   • Total Cost — Automatically calculated from cost items
3. Click Save

Edit Maintenance

1. In the list, click on the desired maintenance
2. Change the necessary fields
3. Click Save

Maintenance Costs

After saving the maintenance, the Costs section is displayed in the form. Click + to add cost items:

Field	Description
Item Type	Service, Part or Others
Description	Cost item description
Cost Type	Maintenance (expensed) or Incorporation (to be capitalized)
Quantity	Quantity consumed
Unit Cost	Unit value
Total Cost	Automatically calculated
Cost Date	Cost reference date

The maintenance Total Cost is automatically updated as items are added or removed.

info

Items with cost type Incorporation can be capitalized as new fixed assets through the Capitalization Wizard.

Capitalize Maintenance

Capitalization converts Incorporation costs into new fixed assets. The process is guided by a step-by-step wizard:

Step 1 — Asset Data

For each Incorporation type cost item, fill in the new asset data:

• Asset Number — Asset code
• Incorporation — Asset incorporation
• Serial Number — Serial number (optional)
• Description — Short description
• Full Description — Full description (optional)
• Business Unit — Unit the asset belongs to
• Location — Asset location
• Cost Center — Cost center
• Asset Category — Accounting category
• Account — Accounting account
• Acquisition Value — Automatically filled with the item cost
• Annual Dep. Rate — Annual depreciation rate
• Residual Value — Residual value at end of useful life

Step 2 — Confirmation

Review the summary of assets to be created and confirm the capitalization.

Upon confirmation, the new assets are created with the maintenance start date as the acquisition date.