Setup
Introduction
You can set up restrictions that determine which stages a user is allowed to use on functional locations, objects, requests, and work orders.
- Prerequisite
You have completed standard setup for Enterprise asset management in D365FO.
- Audience
- Sysadmin, Maintenance Manager
Overview
In standard Enterprise asset management, you set up stages for
Stages determine the stages a functional location / object / request / work order can go through, for example "New", "Active", "Scheduled", "In progress", and "Completed". Some stages may be similar across the four entities and some may vary.
Refer to the links in the list above for information on how to work with the standard setup of stages in Enterprise asset management.
We have extended the use of stages to let you set up restrictions for selected users regarding which stages they are able to use.
Example: On a work order, available stages for a released work order are "Pending", "In progress", "Completed", and "Finished". You can create a setup for each maintenance worker allowing them to be able to select only "In progress" and "Completed" when they work on a work order.
Stage permissions
Restrictions regarding the use of stages are set up in an update permission form. For each user or user group, a line is created for functional location / object / request / work order stages, and permitted stages for that user or group is selected.
Refer to Microsoft documentation to learn more about the setup of users and user groups in the System administration module in D365FO:
- Create new users - Finance & Operations | Dynamics 365 | Microsoft Docs
- Security architecture - Finance & Operations | Dynamics 365 | Microsoft Docs
- Role-based security - Finance & Operations | Dynamics 365 | Microsoft Docs
Refer to the test case below for a step-by-step procedure on how to set up stage update permissions.
The screenshot below shows an example of the Stage update permission form. On the Permissions FastTab, the available stage types are highlighted in the red box. On the Permission stages FastTab, the allowed work order stages selected for the user group "Maint-Elec" are highlighted.
- In the Stage type drop-down at the top of the Permissions FastTab, you can filter permissions by stage.
- When you select a permission on the Permissions FastTab, the selection in the Permission owner field is shown as a link. Select the link to open the user / user group setup.
Set up stage update permissions
Data Requirements
- Users and user groups have been set up in the System administration module in D365FO.
- Users are assigned the relevant security roles in D365FO, allowing them to make stage updates.
Steps 9
Select Enterprise asset management > Setup > Stage update permission.
Select New.
On the Permissions FastTab, select a Stage type.
In the Permission owner type field, select "User" or "User group", depending on who you're creating the update permission for.
In the Permission owner field, select the user or user group that the update permission setup should be available for.
Select Save to update the screen and show the available stages on the Permission stages FastTab.
On the Permission stages FastTab > Stages remaining section, select the stages that should be available for the selected user or user group. Press the 'Ctrl' button during selection to multi-select.
Select the right-arrow button to move your selection to the Stages selected section.
Optional: To remove permissions for a selected permission setup, select the stages to be removed in the Stages selected section, then select the left-arrow button.
Expected
The user can create a stage update permission record for a selected user or user group regarding functional location - object - request - work order stages.