Maintenance Contract Invoice - Visit Date Logic

Owned by Claire Aleman
02 01, 2023

Issue/Symptom/Question

We would like to understand how the visit date is derived on a maintenance contract invoice. We have had some inconsistency, and a customer recently rejected an invoice that displayed a date that didn’t align with the others. 

Applies To

Penta for Windows

Service Management > Maintenance Contract Invoicing

Resolution/Fix/Answer

First Penta looks to see if the work order is currently assigned to one or more techs. If it is, Penta checks for the greatest start date on those assignments, which may or may not exist depending on what was entered when the work order was assigned, as it is not a required field. Penta  only looks here first if there are open assignments of the work order.  If all assignments of that work order are completed, Penta looks to the distributed labor.  If Penta doesn't find either, it falls back to the scheduled visit date.


  • Maximum Dispatch Scheduled Date (the maximum actual date that work is scheduled to be completed) for the work order. 
  • If none, Maximum distributed labor work date. 
  • If none (i.e., labor wasn't distributed yet) we fall back to the maintenance contract scheduled visit date.

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