D365 Asset Management | Corrective Maintenance End to End Cycle| Part -8

Hello everyone and welcome back to the 8th part of asset management.

In the last blog, we learned about the end-to-end preventive maintenance process in asset management. If you have not gone through it so I mention the link below please visit that blog before continuing this one.

Preventive Maintenance E2E - Part 7

In this blog, we are going to cover the end-to-end business cycle of Corrective maintenance.

This is a high-level end-to-end business cycle of corrective maintenance.

Let’s start the process by creating a new maintenance request.

• Go to Asset management > Maintenance request > All maintenance request

• Click New.
• Select the Maintenance request type “Breakdown”.
• Select Asset “Car-00124” from the drop-down.
• Select Fault symptom “Oil level too low”.
• Select Fault area “Mechanical”.
• Select Fault type “Damaging”.
• Click OK.

After creating the maintenance request, you have an option to define the maintenance job type and mark the asset verified to indicate that this request has been verified by supervisor and needs a maintenance work.

Once the asset has been verified, the next step is to change the status of the maintenance request.

• Go to Maintenance request tab > Lifecycle state.

Now the next steps is to create the work order against of the maintenance request.

• Go to Maintenance request tab > New > Work order.

When you click ok, the system will create a new work order against of the maintenance request.

To check the work order which is created against of the maintenance request.

• Go to Maintenance request tab > View > Work order.

You can also find the work order from all work order screen as well.

Navigation: Asset management > Work orders > All work orders.

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.

Now the work status has been changed to Estimated.

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

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.

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

The next step is to dispatch the work order.

• Select the Worker and click OK.

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.

After changing the status you can perform some activities like.

1.?????Maintenance Checklist

2.?????Condition assessment.

3.?????Maintenance downtime.

4.?????Maintenance notes

5.?????Update Asset Counter

6.?????Item consumption.

7.?????Working hour booking.

Maintenance Checklist:

To update the checklist of the car.

Go to Work order tab > Lines > Maintenance checklist.

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

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

Job setup - Part 2

Condition Assessment:

To update the condition assessment of the car, Go to Work order tab > Asset > Condition Assessment.

• Enter assessment of the car after inspection.

Condition assessment setup has been discussed in the previous blog. If you haven’t got chance to study. Go to the below link to understand the setup.

Basic Asset Setup -?Part 4

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.

• Click New.
• Select the From & To time.
• Total Duration will calculate automatically according to the time.
• Select the Downtime reason from dropdown.

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, Go to the Work order tab > Asset > Asset counter.

• Click New.
• Select the Counter from drop down.
• Enter the Value.

Item consumption:

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

• Go to the Work order tab > Project > Journal.

• Click New.
• Go to the item tab and click Add line.
• Select the Work order job.
• Select the Item ID that has been used and needs to be post-consumption.
• Enter the Quantity.
• Select the Site & Warehouse.
• Select the Line property type. I’m using non billable here as it’s an internal maintenance.
• Click Post journal.

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.

• Go to the Work order tab > Project > Journal.

• Click New.
• Go to the Hours tab and click Add line.
• Select the Work order job.
• Enter the Hours.
• Select the Line property type. I’m using nonbillable here as it’s an internal maintenance.
• Click Post journal.

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.

Navigation: Work order tab > Lines > Work order maintenance job notes.

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.

• Go to the Lifecycle state section under the work order tab
• Click update work order state.

• Select Ended.
• Click Ok.

• Select the Actual end date.
• Click Ok.

The last step is to update the status to finished so that our job has been completed. To change the status, follow the same step as we did for end.

That's all for the day.

If you have any feedback feel free to share

Regards

Muhammad Shoaib Hussain

D365 Supply Chain Management | Production | Retail | Finance Consultant.

Contact # +44 7513826768

Email # [email protected]