Time and Cost Tracking
Introduction
You can get an overview of posted Work Order consumption registrations (Items, Resources, Expenses) in Ledger journals. You can also track costs on individual Assets and Work Orders and create consumption reports.
- Prerequisite
Consumption registrations have been created and posted on Work Orders.
- Audience
- Maintenance Manager
Work Order Ledger Entries
On your role center, select Work Orders > Work Order Ledger Entries to see a list of all consumption registrations on open and closed Work Orders.
Select a registration line and select Process > Show Document to see the related Work Order.
Select a registration line and select Process > Connected Ledger Entry to see details based on the registration type:
- Item registration opens the Item Ledger Entries list
- Resource registration opens the Resource Ledger Entries list
To see details regarding an Expense registration line, select the line and Related > Expense Ledger Entries.
In Work Order Ledger Entries, you can get an overview of the dimensions related to a ledger entry, and you can create dimension filters to see a list of ledger entries using the same dimensions. Refer to the Dimensions section to learn more.
Consumption Report on Work Orders
From the Work Order Ledger Entries list, you can create Work Order Consumption Reports for financial reporting regarding Asset and Work Order registrations and related costs.
You can create reports showing all consumption registrations and costs, or you can create reports for specific consumption types: Resource, Item, Expense.
Use the Send to... button in the report dialog if you want to select a specific output for your report. Available file types:
- PDF Document
- Microsoft Word Document
- Microsoft Excel Document
- Schedule
Use the "Schedule" output type to set up automatic update of a Work Order Consumption Report, for example, on a daily or weekly basis.
- When you have created a scheduled report (described in a test case below), you find the report in the Report Inbox, which is standard D365BC functionality.
- For information on the general setup and use of reports in D365BC, refer to Microsoft documentation: Reports Overview - Business Central | Microsoft Docs.
To delete a report schedule that is no longer required
- Search for and select "Job Queue Entries".
- Select the entry with the following data: Object ID to Run "70479540", and Object Caption to Run "Consumption on Work Orders".
- Select Delete and confirm deletion.
Refer to the Test Cases below for step-by-step procedures on how to
- Create a Work Order Consumption Report - Excel file
- Set Up a Schedule for a Work Order Consumption Report
The screenshots below show the setup of a consumption report, and the Excel file generated from that setup. In the example, the report includes registrations and actual costs for four Assets (A000002-A000005).
Create a Work Order Consumption Report - Excel File
Data Requirements
- At least one consumption registration is posted on a Work Order.
Steps 7
On your Role Center, select Work Orders > Work Order Ledger Entries, or search for and select Work Order Ledger Entries to open the list.
Select Report > Consumption on Work Orders.
In the Type field, select "All" to generate a report showing all consumption types: Resource, Item, and Expense.
Select the toggle buttons Show Fixed Asset and Show Actual Cost Amount to include that data in the report.
Select the Send to... button.
In the Choose file type pop-up, select "Microsoft Excel Document".
Select OK. The Excel file is downloaded on your device.
Expected
The user can create a report showing all consumption registrations of all types (resource, item, expense) on Work Orders.
Note: If required, you can use filters to generate reports for specific Assets, Work Orders, Work Order Plans, and more.
Set Up a Schedule for a Work Order Consumption Report
Data Requirements
- At least one consumption registration is posted on a Work Order.
Steps 15 expand
On your Role Center, select Work Orders > Work Order Ledger Entries, or search for and select Work Order Ledger Entries to open the list.
Select Report > Consumption on Work Orders.
The Consumption on Work Orders dialog is shown.
In the Type field, select "All" to include all registration types.
Select Show Fixed Asset and Show Actual Cost Amount.
Select the Send to... button.
Select Schedule...
Select OK. The Edit - Schedule a Report pop-up opens.
In the Report Output Type field, select a report format, for example, PDF or Excel.
In the Next Run Date Formula field, enter the update frequency of the report.
Examples: Enter "1d", "1w", or "1m" to automatically update the report every day, week, or month.
In the Earliest Start Date/Time field, select the ellipsis (...) button. The Edit - Date-Time dialog opens.
Select a Date, and enter start Time.
Select OK.
Optional: You can select Expiration Date/Time same way as you selected the start time, which is described steps 10-12 above.
Select OK to complete the schedule setup.
A message on the screen informs you that you can find the report in the Report Inbox, which is standard D365BC functionality. Select OK to close the message.
Expected
The user can create a report schedule for the Work Order Consumption Report, which updates the report for the selected interval, for example, daily or weekly.
The user can find the report in the Report Inbox, which is part of standard D365BC functionality.
Posted Work Orders
On your role center, select Work Orders > Posted Work Orders to see a list of closed Work Orders (and closed Round Orders if you use the Rounds module in EAM-BC).
Select a link on a line to see detailed information. For example, select the link in the No. field to open the Posted Work Order card or Posted Round Order card, or select the link in the Asset No. field to open the Asset Card.
Select a Work Order and select History > Ledger Entries to see the consumption registration for the Work Order.
On an Asset Card, select History > Posted Work Orders to see the list of closed Work Orders related to the Asset.