D365 Asset Management | Preventive Maintenance End to End Cycle| Part -7

Hello everyone and welcome back to the 7th part of asset management.

In the last blog, we learned how we can set up the maintenance plan and schedule the maintenance plan. If you have not gone through it so I have mentioned the link below please visit that blog before continuing this one.

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

Let's start with high-level end-to-end business cycle of preventive maintenance.

Since we have some maintenance schedule already. So we are going to start by converting the schedule line into work order.

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

Select the line that needs to convert into a work order

(Note: we have an option to auto-create a work order at that time of scheduling).

Since I need one work order against all three schedule lines, that’s the reason I’ve selected one work order per Asset with work order type Preventive.

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

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

Here, you can find all three-schedule lines in a single work order. We can create different work orders according to the job type as well.

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.

Select the actual start date of work order.

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.

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.

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.

We can track all the cost that has been posted against the work. If the Power user want to look or review what has been posted against of the work. He can go to the project transaction to see all the transaction that has been booked against of the work order.

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.

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]