Contracts Management

Contracts Management

Hello,

We are implementing Zoho FSM for our field service operations and, one of the features we are lacking is Service Contract Management. I was told that such feature might be in the pipeline but an estimated launch date for this is not available at this point.

The most important feature when managing a contract is the reminders for the Preventive Maintenance dates for the assets.

We are trying to leverage the use of Scheduled Maintenances for the assets, however, adding Scheduled Maintenances for hundreds of assets can be difficult to manage. Therefore, what we are thinking is to create Parent Assets - these would represent the Contracts - and have all assets that are part of that contract point to this parent asset. The Contract will be an asset and will have other, real assets as child assets, therefore establishing a parent / child relationship between the contract and the assets on that contract.

As a next step, we will setup one Scheduled Maintenance for the parent asset which will generate a work order when the Preventive Maintenance is due for the Assets pertaining to this contract. (At this point, we are assuming that all assets pertaining to a contract will need to have the same Preventive Maintenance schedule.)

The next step is to use a Workflow Rule that would trigger when a new Work Order is created under the condition that the value of the Summary field is "Auto-generated by Scheduled Maintenance". This would execute a Custom Function that would retrieve the Child Assets of the contract and would generate Work Orders for each child asset. This is the part I need a bit of help with.

Can you please let me know what would be the best way to retrieve a list of child assets of a parent asset? We could of course get all assets by zoho.fsm.getrecords("Assets") and iterate through the records to find whish one has a certain parent asset id, however, I'm hoping there is a more efficient way of doing this, like, for example using the zoho.fsm.getRelatedRecords function? or zoho.fsm.searchRecordsByField?


Thank you in advance.
Kind regards,
Cornel.



 

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