How to Create the First AMC Job for an Asset

A simple, step-by-step guide (FieldAx on Salesforce)

Step 1: Start from the Case (if there is one)

Usually, an AMC job starts from a Case that a customer has already raised. This is the original request.

For the very first AMC job, you will notice that the “Create New Job” button on the Case does not work — Salesforce blocks it on purpose. This is expected. The first job for a new AMC has to be created through a Service Plan instead, which is what the rest of this guide walks through.

The original Case, before any AMC job is created.

Step 2: Create a Service Plan

Go to the Service Plan object and create a new Service Plan. Fill in the customer, dates, and location, and make sure the Status is set to Active — a Service Plan that isn’t Active cannot be used to schedule jobs.

Creating a new Service Plan and setting it to Active.

The same Service Plan form, filled in with Type = AMC.

Step 3: Set How Often the Next Job Should Repeat

On the same Service Plan, set the Scheduling Method to “Last Planned Date”, the Frequency to “Schedule for Days”, and enter the number of Days. This tells the system how many days after a job is completed it should automatically create the next preventive maintenance job.

For example, entering 90 in the Days field means: once the first job is completed, the system will automatically create the next job 90 days later.

Service Plan saved successfully. Notice “Systems Included (0)” and “Jobs (0)” — nothing has been linked yet.

Step 4: Add the Installed System (Asset) to the Service Plan

Under the Service Plan, go to the “Systems Included” related list and add the installed system this AMC covers. Only one installed system should be linked per Service Plan.

Adding the installed system (e.g. “Dicing machine”) under Systems Included.

The Service Plan now shows Systems Included (1). The “Schedule Job” button is now available.

Step 5: Schedule the Job

Click the “Schedule Job” button on the Service Plan. Fill in the job details — set the Job Category to “Service” and the Job Type to “AMC”, along with all the other usual job details (customer, date, time, and so on).

The Schedule Job form — Job Category = Service, Job Type = AMC Service.

On the next screen, select the installed system for this job (the one you linked in Step 4), then save.

Selecting the installed system while scheduling the job.

Step 6: Link the Job Back to the Original Case

Once the job is created, open it and click on “Source Case” to associate it with the case that was raised earlier. This links the two records together — the job will now also appear on that Case.

The new job, created from the Service Plan (Source Case is still empty).

The job now shows the linked Source Case.

Step 7: Work the Job as Usual

From here, follow the normal job process:

• Click Dispatch to assign a Service Engineer and a scheduled time.
• Carry out the visit and complete the checklist.
• Sign off the service report and mark the job as Complete.

Dispatching the job to a Service Engineer.

The job is marked complete and the service report is saved.

Step 8: The Next Job Is Created Automatically

Once the job is completed, the system automatically creates a new job on the same Service Plan for the same installed system, scheduled after the number of days you set in Step 3 (in this example, 90 days later). You don’t need to create it manually.

The Service Plan now shows Jobs (2) — the completed job and the new job auto-created 90 days later.

Note: Only the very first job needs to be set up this way, through the Service Plan. After that, the cycle repeats on its own — complete a job, and the next one is scheduled automatically.

One More Thing: Creating Extra Jobs Later

If you ever need an additional, unscheduled visit for the same preventive maintenance (the same Service Plan) — for example, an extra breakdown call in between the regular 90-day visits — you don’t need to go through the Service Plan again.

For that, simply go to the Case and use the “Create New Job” button directly. This works fine for extra, one-off jobs.

Only the very first job of a new AMC needs to be scheduled through the Service Plan’s “Schedule Job” button. This is what sets up the automation correctly, so that every future job continues to auto-generate on schedule.

Deployment checklist for AMC flow:
 

Schedule:

*Disclaimer: The deployment timeline is subject to change in case of unforeseen bugs, technical issues, or requirement changes.

COMPONENTS FOR AMC :

1. Source Control Update Completed: Yes/No
2. Data Backup: Not Applicable
3. Code Coverage: / Applicable
4. Code Review Completed: Yes/No
5. Deployment Method:

✔     Changeset

❑     Salesforce CLI

❑     Ant Migration Tool

❑     Manual Record Creation/ Updation

1. Deployment Sequence

1. Post-Deployment Steps
   

o   Not Applicable