Dynamics 365 for Operations

Hello, everyone. This is the second post in the Enterprise Asset Management Series.

In my last post, I shared some insider information and my understanding of locations in Asset Management. You can find that post at the link below.

In this post, we will discuss the following things:

1. Maintenance job categories.
2. Maintenance job types variants.
3. Maintenance job types.
4. Maintenance checklist template.
5. Setup default checklist on job type.

Maintenance job Categories:

Categories are used to group Job types. We can identify these job types with category types.

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Asset Management > Setup > Job > Maintenance job type categories

Maintenance Job Types Variants

This is a non-essential setup requirement. Just to provide the extra information and possible need for more care required for maintenance. For example, Condition Assessment at 1000 Km or 2000 km is possible for technicians to verify or diagnose in more detail as compared to 1000 km if Job type variations exist.

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Asset Management > Setup > Job > Maintenance job type variants

Maintenance job types.

One of the major central points of Asset management is the common template, where we need to define things that are copied to work orders.

In the Details sections, we just have counters; these counters are the result of the below tabs or sections.

In this section, we can define the job category and also mention that this type of job requires downtime activities.

Then comes the description.

In this field, you can define and note anything you want to store as details.

Then come Job variants,

In this section, we defined the Job variants; these variants will be shown when we select job types on a work order. What we define here will reflect on the work order Type. The Job variant will populate based on the job type.

Job skills and Job certificates are unimportant and less used features. They can be defined, but they will never be used. It is just information.

The next critical step is to complete the maintenance job successfully.

Where we define, next job after completing jobs. these were just information, I did not found any benefit to define succeeding maintenance jobs.

Now comes with Asset Types. In this section we defined qualified asset types on this job type are allowed.

When we define a work order against an asset, on the selection of the asset, the drop-down shows only assigned job types in the above-mentioned job type.

This will be one of the most important points in the whole maintenance job type.

Maintenance Job Defaults:

If you click on the action pane, then Maintenance Job Type, a new form will open.

where we can define different check lists, forecasts, descriptions, and resources for the default job type.

We can also add multiple defaults based on variations in the combination of job type and asset type. The same job type can work for different types of assets. We defined the asset type in the above-mentioned step, in Asset Type.

For current example, which mostly from contoso data and usmf legal entity, You can see Hours are 1.00. If I click on forecast button on fast tab

You will find something similar. You can see that the forecast method has already defined an hour.

There are complete details on Item forecast, and in the same way, we can define expense forecast and fee forecast.

Most of the time, we used to set expenses for technician work, food he took during maintenance work, or travel expenses we had to give to the technician for each. In the fee section, most of the time we record the outsourced service charges. It depends on how you plan.

This forecast is important; when we post the actual journal, the comparison between forecast and actual will come from here.

I will probably discuss this in my next blog post.

Here We have to define a maintenance checklist. We can assign these maintenance check lists to job types. When we define a work order for a specific job type, the check list defined for that job type defaults to it.

These check lists will be used for verification of maintenance or to ensure that technicians will perform all necessary maintenance.

Check lists can now be defined as different check lists. These check lists are used to verify what type of test we have to define for each asset type.

We can define, new check list with help of following options.

Text is used for the just-mentioned answer.

The header is used to create a separator between questions; they appear in the same way they are defined as per line number.

Variables are usually Yes, no, or multiple choice answer; most of the time, it will be used for two values: “True” and “False”.

Then comes measurement, which will be used for numeric values. for example, vehicle use counter, and then there is range, which can also be defined here.

Template: here we define the template. I used to prefer this because, in this way, we can define templates Independently and reuse them later.

We can create a new maintenance check list by click on new button.

Or you can define, check lists in following navigation. These reusable check list can be select in above link.

Navigation >setup >Maintenance checklist > Maintenance checklist templates

In this we define Job type, And all things defined here will be reuse in work order.

Hope you like this post,