Maintenance Job Card

🧾 1. Overview

This module handles the automatic generation of Sales Invoices and Stock Entries for materials used during maintenance jobs in the Property Management module. It differentiates between POS billing, normal billing, and internal consumption (self-consumption).

🔑 2. Key Features

Grouped and non-grouped billing logic
Automatic creation of Sales Invoices (POS & Non-POS)
Stock Entry creation for self-consumed items
Tax template validation
POS auto-payment handling
Linkage between maintenance materials and generated documents

🧰 3. Pre-Requisites

Ensure the following configurations are in place before using the system:

✅ Default Company
✅ Property Cost Center
✅ POS Profile (for POS billing)
✅ Tax Templates for Maintenance
✅ Default Warehouse in Stock Settings
✅ Maintenance Item Groups in Property Settings

🧭 4. Step-by-Step Usage

Create a Maintenance Job Card with materials_required and materials_billed tables filled in.
Ensure correct statuses are marked: Bill or Self Consumption.
Save the Job Card. On save:
- System creates Sales Invoice(s) for Bill items.
- System creates Stock Entry for Self Consumption items (if Job Card is closed).
Review messages for links to created documents.
Verify linkage in the material rows (Invoice/Stock Entry fields).

🛠️ 5. Script Customizations

make_transaction(doc, for_self_consumption=False) — main entry method
make_sales_invoice() — handles invoice creation logic
make_stock_entry() — handles material issue logic
validate_materials_required() — prevents closure if unbilled
validate() — ERPNext lifecycle hook to auto-trigger transactions

🧯 6. Troubleshooting (Common Errors and Resolutions)

Error	Reason	Resolution
"Please Setup Default Maintenance Tax Template"	Tax template missing in Company	Set default_maintenance_tax_template in Company
"Job cannot be closed"	Unbilled materials exist	Ensure all `Bill` items are invoiced
"POS Stock Entry cannot be created"	POS is not allowed for stock entries	Uncheck POS flag for Self Consumption items

👥 7. User Roles and Permissions

Role	Permission Required
Property Manager	Read & Write on Job Card, Sales Invoice, Stock Entry
Accounts User	Read on Sales Invoice, access to tax templates
Stores Clerk	Read & Submit Stock Entry

📌 8. Key Notes

POS and self-consumption items are treated differently.
Grouping logic is controlled via Property Management Settings.
Auto-submission of invoices is configurable.
All transactions are triggered automatically upon Save or Close of Job Card.

🚫 9. What Business Process Pain Point Does It Help Remove

Eliminates manual billing for job materials
Ensures inventory accuracy through automatic stock deduction
Reduces human error in invoice creation
Enforces compliance by validating tax and billing logic
Speeds up job-to-invoice cycle for maintenance operations