Asset Work order END to END process In D365 F&O

How to process an asset work order in D365 F&O?

Work order process End-to-end process

1.      Go to Asset management > Maintenance Schedule > Open maintenance schedule lines.

2.      Select the line that needs to convert into a work order

3.      Once the job is completed, go back to the All work order screen to verify the recently created work for schedule lines.

4.       Go to  Asset management > Work orders > All work orders.

5.      The next step is to change the status of the work order from New to Estimated.

·       Go to the Lifecycle state section under the work order tab

·       Click update work order state.

·       Select Estimate and click ok.

6.      Now the work status has been changed to Estimated.

7.      In these steps, you can generate the purchase requisition or purchase order and process if require.

8.      At this moment, I’m not going to cover this part. So the next step is to schedule the work as I have already inventory available.

·       Go to General Tab.

·       Click Schedule.

9.      Once the job has been scheduled successfully, you can see the scheduled date and time on header and  line level as well.

10.  The next step is to dispatch the work order.

11.  Select the Worker and click OK.

12.  After the dispatch process, next step is to update the status into In-progress.

·       Go to the Lifecycle state section under the work order tab

·       Click update work order state.

 

13.  Select the actual start date of work order.

14.  After changing the status, you can perform some activities like.

i)        Maintenance Checklist

ii)       Condition assessment.

iii)     Maintenance downtime.

iv)     Maintenance notes

v)       Update Asset Counter

vi)     Item consumption.

vii)   Working hour booking.

i)        Maintenance Checklist

                        To update the checklist of the car.

(1)    Go to Work order tab > Lines > Maintenance checklist.

(2)    Here you will update the checklist that is associated with asset and work order type with your comment or instruction below.

(3)    The setup of the checklist has been defined in my previous blog. If you haven’t read so go to the mention below link.

 

ii)      Condition Assessment:

                        To update the condition assessment of the car,

                         Go to Work order tab > Asset > Condition Assessment.

(1)    Enter assessment of the car after inspection.

(2)    Click on save

 

iii)    Maintenance downtime.

                         You can define the maintenance downtime of the asset. For example, during the    maintenance work, Asset will not be available for the next  2 or three hours.

                          To define the maintenance downtime,

                            Go to the Work order tab > Asset > Maintenance downtime.

(1)    Click New.

(2)    Select the From & To time.

(3)    Total Duration will calculate automatically according to the time.

(4)    Select the Downtime reason from dropdown.

 

iv)     Update Asset Counter

                         After performing the maintenance work, you can also have an option to update the asset counter. For example, when the last maintenance work perform the asset counter was  2100 km. After completing the work order the counter has been changed to 2300 km.

                         To update the asset counter,

(1)        Go to the Work order tab > Asset > Asset counter.

(2)     Click New.

(3)    Select the Counter from drop down.

(4)    Enter the Value.

(5)    Click save.

 

v)       Item consumption:

                        During the maintenance work, if some inventory has been consumed, we can record that consumption by posting the journal.

(1)            Go to the Work order tab > Project > Journal.

(2)    Click New.

(3)    Go to the item tab and click Add line.

(4)    Select the Work order job.

(5)    Select the Item ID that has been used and needs to be post-consumption.

(6)    Enter the Quantity.

(7)    Select the Site & Warehouse.

(8)    Select the Line property type. I’m using non billable here as it’s an internal maintenance.

(9)    Click Post journal.

 

vi)      Working hour booking:

It’s common practice that, a worker who performs the maintenance activity has to  book his time against of the work. For Example, total maintenance work took around 3 hours so this hour should post against of the work.

(1)    Go to the Work order tab > Project > Journal.

(2)    Click New.

(3)    Go to the Hours tab and click Add line.

(4)    Select the Work order job.

(5)    Enter the Hours.

(6)    Select the Line property type. I’m using nonbillable here as it’s an internal maintenance.

(7)    Click Post journal.

 

vii)   Maintenance notes

                         We have an option to maintain the maintenance notes. For example, when we create a work order, the supervisor instructs the worker to perform an oil change activity. After completion of maintenance work, the Worker can also update the notes according to the activity he has performed.

(1)    Goto Work order tab > Lines > Work order maintenance job notes.

 

viii) Closing work order:

                         Once all activity has been completed against of work order, The last step is to update the work order status to Ended.

(1)    Go to the Lifecycle state section under the work order tab

(2)    Click update work order state.

(3)    Select Ended.

(4)    Click Ok.

(5)    Select the Actual end date.

(6)    Click Ok.

Batch order sequencing in D365 F&O

 

Batch order sequencing

Topic:

Configuration setup for planned batch order sequencing of the master planning module in D365 Finance and Operations.

Agenda: -

1.         What is planned batch order sequencing in a master planning module?

2.         Benefits

3.         Pre-requisite

a)        Setup sequence

b)        Assign sequence values to an item.

c)        Setup sequence group

d)        Assign sequence group with resource or resource group

e)        Setup master plan

f)         Setup route master for product

4.         End to End process flow

5.         Business scenario

 

1.        What is batch-order sequencing in the master planning module?

We can use batch-order sequencing to define sequences that you can assign to items. A sequence is an item characteristic that is used to sort items in groups so that the items with similar characteristics are scheduled for production together.

You can assign one or multiple sequences to an item. You can prioritize or rank the sequences based on their importance in the sorting sequence. For example, items that are produced in a certain area of the production facility can have many characteristics. It is important to group those items that share a high-level characteristic.

By using batch order sequencing, you can create a production route for a released product and identify specific resources in the route, where it is very important that production is correctly sequenced to maintain good quality, improve yields, and reduce changeover activities.

 

2.        Benefits: -

·     By sequencing batch orders intelligently, D365FO enables businesses to maximize their production capacity and resources. It ensures that the right items are produced at the right time, minimizing setup and changeover time between different batches. This leads to increased productivity as more batches can be processed in a given time period, resulting in higher throughput and output.

·     Batch order sequencing helps in cost reduction by minimizing unnecessary setup and changeover time. By sequencing similar or compatible batch orders together, businesses can save time and resources required for equipment adjustments, cleaning, and reconfiguration. This ultimately leads to cost savings in terms of labor, materials, and machine utilization.

·     Through batch order sequencing, businesses can prioritize and fulfill customer orders more efficiently. D365FO considers delivery schedules and customer requirements when sequencing batch orders, allowing businesses to meet deadlines and deliver products on time. This enhances customer satisfaction and helps build stronger relationships with clients.

·     Batch order sequencing plays a crucial role in inventory management. By sequencing batch orders based on item availability and production capacity, businesses can ensure that inventory levels are optimized. This prevents overproduction, reduces excess inventory, and minimizes the risk of stockouts. As a result, businesses can achieve better control over their inventory, reduce carrying costs, and improve cash flow.

 

3.         Pre-requisite: - Sequencing is conveniently located in the Master Planning module. Setup is minimal but can be time-consuming, depending on the complexity of the sequencing required for the manufacturing process. Some basic setups are required for using batch order sequencing.

a)        Setup sequence: - First, go to Master planning > Setup > Sequencing > Sequences and define a Sequence id with values and associated ranks.

 

b)        Assign sequence values to an item: - Setup a sequence value which is the place to map your items with the ranked value previously done.

Navigation path: - Master planning > Setup > Sequencing > Sequences values

No possibility to use any dimension here, unfortunately. Another limitation is that you have to use formula-manufactured products only.

 

c)        Setup sequence group: - If you want to combine several groups you can, and then make some rank between them. It’s like an advanced setup on this feature.

Navigation path: - Master planning > Setup > Sequencing > Sequences groups\

d)        Assign sequence group with the resource or resource group: - We need to set up the sequence group ID on each resource or we can also attach the sequence group ID with the resource group.

Navigation path: - Production control > Setup > Resources > Resources

e)        Setup master plan: - We need to set up the master plan now. Two things need to be set up in addition to the classic setup: in the Time fences in Days tab, don’t forget to tick the Sequencing to Yes, otherwise nothing will work.

f)         Setup route master for the product: - We need to set the route master for the products in route master setup we need to attach those resources that have sequence group ID.

4.      End-to-end process flow: - In Microsoft Dynamics 365 Finance and Operations (D365 FO), batch order sequencing refers to the process of determining the optimal sequence in which to complete batch orders. Let's explore the end-to-end process flow of batch order sequencing in D365 FO.

·        Once all pre-requisites are completed, the first step in the process is to create batch orders. Batch orders are used to manage the production of similar items in a batch. In D365 FO, you can create batch orders manually or automatically based on certain criteria such as order quantity or due date.

·        Determine the planned orders that need to be sequenced. These can be generated based on various factors, such as sales orders, forecasted demand, or production planning.

·        Configure the sequencing parameters in D365FO to define how the system should prioritize and sequence the planned orders.

·        Initiate the planning engine in D365FO to perform the planned order sequencing. The planning engine evaluates the sequencing rules and parameters to generate an optimized sequence for the planned orders.

·        Analyze the sequencing results generated by the planning engine. Review the sequence and make any necessary adjustments based on specific business requirements or constraints.

·        Once the sequencing is finalized, release the planned orders to the shop floor for production. This can be done manually or automatically, depending on the configuration and setup in D365FO.

·        With the schedule finalized, you can start executing the batch orders. D365 FO provides features to manage the production process, such as releasing batch orders for production, tracking progress, and recording completion.

 

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