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.
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