Work Order Execution

Manual update of the object counters

Counters are used to create registrations on an object regarding, for example, number of hours in operation, or the number of quantities produced.

If the counter type selected for a counter is set to inherit counter values (Enterprise asset management > Setup > Object types > Counters > General FastTab > Inherit counter values toggle button set to "Yes"), then, when you create a new counter line of that type, every sub object that uses the same counter type is automatically updated.

In All objects, you create hours or quantity counter registrations on an object, based on your readings on the object.

1. Click Enterprise asset management > Common > Objects > All Objects.
2. Select the object in the list, and click Counters. In the Object counters form, you will see a list of all previous counter registrations on the selected object.
3. Click New to create a new registration. The object ID is automatically inserted.
4. In the Counter field, select the relevant counter. Only counters related to the object type selected on the object are available. The related unit is automatically inserted in the Unit field.
5. Select date and time for the registration.
6. In the Value field, insert the number since the last counter registration, or, in the Counter total field, insert the total count number.

Note

If you physically install a new counter on an object, you need to register the change on the object in Object counters. Next, you must create two registration lines with identical timestamps, and on the line regarding the new counter, you select the Counter replaced check box. When you create the two registration lines, the first line must be for the counter that you are replacing. In the Totals field, the total count number is the sum of the counter total of all registered values on that counter type.

If the Counter replaced check box is selected on an object using a maintenance sequence with a "Once from..." or "Once reached..." interval type, the counter is still active on the new counter line because you create a separate counter line and start over with a new counter.

If you need to make counter registrations on several objects, that can be done in Enterprise asset management > Inquiries > Objects > Object counters.

Note

You can set up a range to define deviations in manual counter registrations, and the type of message that should be displayed if registrations are outside the defined range. Refer to the Counters section regarding setup of counters.

Automatic update of object counters

In the previous section, manual registration of object counters is described. Setup of object counters is described in the Counters section.

Counter values can also be automatically updated from production registrations, based on production hours or production quantity. This is done in Update object counters. You can update one or several objects by selecting one parameter, From date. This parameter specifies the start date for production registrations (hours or quantity produced), meaning the start date from which counter values should be updated.

All objects that are related to a resource and have object counters, which are set up to be updated based on produced quantity or production hours, will be included in an automatic update, and new counter values will be created.

Regarding counters based on production quantity, good quantity as well as error quantity registered are included in the count. If the unit used for produced quantity registration is different from the unit used on the counter, quantity is converted to correspond with the counter unit.

As mentioned above, automatic counters can be updated from production registrations. Therefore, the object for which you want to automatically update counters must be related to a resource (machine). The following descriptions provide an overview of the setup and processing of production orders (in the Production control module), which is used as a basis for automatic update of counters on an object in the Enterprise asset management module.

When produced quantities or production hours have been registered on the resource, you can update the related object counters.

1. Click Enterprise asset management > Periodic > Objects > Update object counters.
2. Select the start date of the automatic update in the From date field.

Note

The date in this field is the "work in progress" date from Route transactions (Production control > Inquiries and reports > Production > Route transactions > Physical date field)

3. If you want to select specific objects, object types, or resources for the automatic update, click Filter on the Records to include FastTab, and make the relevant selections.
4. If required, you can set up the automatic update as a batch job on the Run in the background FastTab.
5. When the automatic object counter update is done, you can see the counter registrations related to the object in Object counters (Enterprise asset management > Common > Objects > All objects > select object > Counters button).

In Object counter totals, you can get an overview of the latest registration made on all counter types on all objects. Click Enterprise asset management > Inquiries > Objects > Object counter totals. The view is very similar to Object counters, but you cannot add or edit registrations in Object counter totals. It is for overview only.

Note

It is still possible to create manual counter value registrations for counter types that are automatically updated. Refer to the Manual Update of Object Counters section for more information.

You can set up counters related to another counter, which means that when a counter is updated, related counters are automatically updated at the same time. Refer to the Counters section regarding setup of related counters.

Checklists

Checklists are set up on job types and used when you work on a work order. Filling out checklists is part of completing a work order. See the Job Groups and Job Types, Variants, Trades, and Checklists section for more information on how to set up checklists on job types in the Job type setup detail view.

When you work with checklists on a work order, you can fill out the predefined checklists that are related to job types. It is also possible to add additional checklists.

Fill out a checklist

1. Click Enterprise asset management > Common > Work orders > All work orders or Active work orders.
2. Select the work order and click Checklist.
3. In Checklists, you see checklists for all work order lines. If the work order lines have different job types, the checklists may be different on each work order line. Click on the work order line that you want to work with. The related checklist is shown on the Checklist FastTab. The properties of the selected checklist line are shown on the Properties FastTab.
4. Complete all the checklist lines, one at a time, in the sequential order they are shown. A checklist line of type "Header" is used as a heading to group the checklist lines below. You are not required to fill out a header, but as for all checklist line types, it is possible to add a Note to the header.
5. If instructions are related to a checklist line, the Instructions check box is selected. Read instructions for the selected checklist line on the Instructions tab.
6. The information required to complete a checklist line may vary, depending on the related checklist type. You complete a checklist line by filling out the fields on the Properties FastTab. For example, on a line of type "Text", you add a Note explaining what was the result of that checklist line. On a line of type "Measurement", you add the Measured value you read on the equipment, and you can also add a Note, if required.

Note

When you have completed a checklist line, select the Checked check box to mark the line as completed. If you want to discard a checklist line because it is not relevant for the work order line, select the N/A check box on the line. If a checklist line is marked Mandatory, you must mark it as either "Checked" or "N/A".

You can only update checklist registrations if the work order is in an Active stage.

In the left side of the view, on the work order line, the Checks field informs you of the number of checklist lines to be completed. Note that a checklist line of type "Header" is not included in the count because "Header" is used to divide a checklist into different sections. A header line is not a check that you need to complete.

Add a checklist line

Checklists are created from the definition on the job type setup and transferred to a work order line. If required, you can add checklist lines to a work order line. Manually added checklist lines get the reference "Manual".

1. In Checklists, select the work order line number for which you want to add a checklist.
2. On the Checklist FastTab, select a checklist line and press the arrow-down button on your keyboard if you want to insert a new line after the selected checklist line. The next number in the sequence is automatically inserted in the Line number field. You can also select a checklist line and click the Add line button if you want to insert a new line above the selected checklist line.
3. Insert a name for the checklist in the Name field.
4. In the Type field, select a type for the checklist line. For each checklist type, the related fields are shown on the Properties FastTab.
   1. "Text" is used to add a checklist line with a text description of what to do. This checklist type can be used if you want a worker to check or inspect something, without expecting a specific (measurable) result. Insert a description of what to do on the Instructions tab.
   2. "Header" is used as a heading to group the checklist lines shown below the header. This is useful if you have several checklist lines that can be divided into specific areas. Insert a descriptive name in the Name field.
   3. "Template" is not applicable when you add a checklist line manually on a work order line.
   4. "Variable" is used to define a possible result in a range on a checklist line. The setup of checklist variables is described in the Job Groups and Job Types, Variants, Trades, and Checklists section. Insert a name to describe the variable in the Name field. Select the variable in the Variable field. Insert a description of what to do on the Instructions tab.
   5. "Measurement" is used to record a specific measurement. Insert a name for the measurement in the Name field. Select the unit for the measure in the Unit field. Insert a description of what to do on the Instructions tab.
5. When you are done adding checklist lines manually, fill out the lines as described in the section above.

Note

In the Checklists, you cannot delete checklist lines with the reference "Job type". You can only delete checklist lines with the reference "Manual", which you or other workers have created manually.

Production stop

You can create production stops on the object selected on a work order. This is useful if you want to register production stop on one or more machines in the production area. First, you create the production stop types that you want to use, for example, breakdown and planned stop. This is done in Production stop types. Next, you can create production stop lines in Production stop and add the relevant production stop types.

The calendar used to calculate a production stop depends on your selection in the setup of objects and parameters. If a resource is selected on an object in All Objects > Asset FastTab > Resource field, the calendar set up for the associated resource group is used.

If no resource is selected on the object, the standard calendar selected in the Enterprise asset management parameters form is used.

Click Enterprise asset management > Inquiries > Production stop to see an overview of all production stops.

Note

All calendars used in the Enterprise Asset Management module are set up in Organization administration > Setup > Calendars > Calendars.

Create production stop types

1. Click Enterprise asset management > Setup > Work orders > Production stop types.
2. Click New.
3. Insert an ID for the production stop type in the Production stop type field.
4. Insert a name in the Name field.
5. Select the KPI include check box if the stop type should be included in object KPI calculations. Generally, planned production stops should not be included in KPI calculations as they do not impact expected performance.
6. Click Save.

When you have created the production stop types you want to use, you can create production stop lines for work orders and objects.

Create production stops

1. Click Enterprise asset management > Common > Work orders > All work orders or Active work orders.
2. Select the work order and click Production stop.
3. Click New.
4. Insert date and time interval for the production stop in the From and To fields.
5. When you leave the To field, the duration in hours is automatically inserted in the Duration field.
6. Select a stop type in the Production stop type field.
7. Repeat steps 3-6 if you want to add more production stop lines.
8. Click Save.

Add fault to work order

You can add faults set up in the fault designer to a work order. The object selected in the work order must contain object types that have one or more fault records connected to it. Read more about setup in the Fault Management section.

1. Click Enterprise asset management > Common > Work orders > All Work orders or Active work orders.
2. In the list, select the work order on which you want to make a fault registration and click Object fault.
3. On the Symptoms FastTab, click Add line. A sequential fault number is automatically inserted in the Fault field.
4. Select the relevant symptom in the Fault symptom field.
5. Select Fault area and Fault type in the relevant fields.
6. In the Fault date field, the current date is automatically inserted. You can select another date, if necessary.
7. On the Cause FastTab, add a line describing the cause of the problem.
8. On the Remedy FastTab, add a line describing a possible solution to the problem.
9. Click Save.

View object faults

In the Object faults list, you can get an overview of all faults registered on objects.

Click Enterprise asset management > Inquiries > Object fault > Object faults to open the list.

Print object fault report

From the All objects list page, you can print an object fault report displaying all fault registrations as well as a graphic overview of fault statistics.

1. Click Enterprise asset management > Common > Objects > All objects.
2. In the Objects list, select the object for which you want to print a fault report.
3. On the General tab, click Object fault.
4. If required, insert a specific period or select a fault type.
5. Click OK to print the report.

Note

You can also print a fault report for several objects or object types by clicking Enterprise asset management > Reports > Objects > Object fault.

Work order report

You can generate a work order report that shows detailed information about a work order. It is possible to select one or several work orders to be displayed in the report.

1. Click Enterprise asset management > Reports > Work orders > Work order report.
2. Select "Yes"/"No" on the toggle buttons and fill out fields in the Parameters section, as required, to determine the details to be included in the report.
   1. In the Print settings section, you can select if you want to include attachments from the related job type setup in the print. Double-sided print is also available.
3. On the Records to include FastTab, you can filter the contents of the report by Work order.
4. If required, you can set up work order report generation as a batch job by filling out the fields on the Run in the background FastTab.
5. Click OK to generate the report.

Below you see an example of how parameters can be set up, and a related work order report (2 pages). At the top of page 1, you see work order information. Then, for each work order line, two pages with detailed work order line information are shown.

Consumption Registration

When a maintenance job has been completed on a work order, the next step is to make consumption registrations and post the journals. You can make registrations on the following consumption types: Hours, items, and expenses. The different consumption types are registered and posted in the Journal form. The journal setup in Enterprise Asset Management is used for creating and posting separate journals for hours, items, and expenses in Project management and accounting.

You may be able to add or delete forecast lines on a work order. The setup of a work order stage, the related project type, and the stage rules related to the project type determine if you are able to add or edit journal lines. Read more about work order stages and related project stages in the Integration to Project Management and Accounting chapter.

Note

It is possible to set up automatic posting of journals on a work order stage. Refer to the Work Order Stages section for more information.

1. Click Enterprise asset management > Common > Work orders > All Work orders or Active work orders.
2. Select the work order and click Journals.
3. Click Copy from forecast to transfer any forecast lines that may be connected to the work order. You can select which consumption types you want to transfer.
4. If necessary, you can add more consumption lines on the relevant FastTab by clicking Add and filling out data on the line.
5. If you add a line on the Items FastTab, when you select the item in the Item number field, there are three tabs that may contain items: On the All items tab, all active items are shown. On the Spare parts tab, a list of all approved spare parts from the object type setup is shown. On the Object BOM tab, all items related to the object BOM is shown.

Note

You may find the list of items on the Spare parts and Object BOM tabs useful if, for example, the work order was created due to a breakdown or another unplanned event. In that case, an item forecast may not be related to the work order.

6. Click Validate journals to validate the journal lines before posting.
7. Click Post journals to post the journal lines.
8. After you have posted the consumption journals, you can update the work order stage, for example to "Ended", to indicated that the work order has been completed.

Note

In the Show field placed at the top of the form, select which journal lines you want to see: All, Not posted, or Posted. Posted journals have a check mark in the Posted check box.

When item lines are created in the work order journal, product dimensions and tracking dimensions related to the item are automatically transferred to the journal line.

Split hours on work orders with several work order lines

If a work order contains several work order lines, you can register work hours using the Split hours functionality, meaning the hours will be distributed evenly on each work order line.

1. Click Enterprise asset management > Common > Work orders > All Work orders or Active work orders.
2. Select the work order and click Journals.
3. Click Split hours.
4. The name of the worker who is logged in is automatically shown in the Worker field. If required, you can select another worker.
5. Select a category for the hour registration in the Category field.
6. Insert number of work hours in the Hours field.
7. Click OK.

Example: If you make a registration for three work hours, and the work order contains three work order lines, one hour will be registered on each work order line.

Financial dimensions on consumption registrations

When you make consumption registrations, financial dimensions related to the different registration types are added to the registrations in a specific sequence.

Hour and Expense Registrations:
First, financial dimensions from the journal header are added, if any. Next, financial dimensions from the related work order project are added. Finally, financial dimensions from the resource (worker) are added.

Item Registrations:
First, financial dimensions from the journal header are added, if any. Then, financial dimensions from the related work order project are added. Next, financial dimensions from the site are added. Finally, financial dimensions from the item are added.

Note

For all three registration types, the financial dimension combination is validated, and invalid combinations are blanked. This is standard setup in Dynamics 365 for Finance and Operations.

Object Consumption Report

When you have posted consumption on work orders, you can print an object consumption report. The report displays hours, hour costs, item costs, and expenses posted on objects.

1. Click Enterprise asset management > Reports > Objects > Object consumption.
2. Select the parameters and detail level you want to see by selecting the relevant check boxes in the Show section.
3. Select the date interval in the Dates section.
4. If required, you can select specific objects to be displayed in the report. On the Records to include FastTab, click Filter, and add the objects you want to include in the report.
5. Click OK to generate the report.

Work Order Consumption Report

When you have posted consumption on work orders, you can print a work order consumption report. The report displays hours, hour costs, item costs, and expenses posted on work orders.

1. Click Enterprise asset management > Reports > Work orders > Work order consumption.
2. Select the parameters you want to include in the report by selecting the the relevant check boxes in the Show section.
3. Select the date interval in the Dates section.
4. If required, you can select specific work orders to be displayed in the report. On the Records to include FastTab, click Filter, and add the work orders you want to include in the report.
5. Click OK to generate the report.

Work Order Times Report

When you have completed work on a work order, you can print a work order times report to get an overview of planned start and end dates compared to actual start and end dates. For each work order, details for the related objects, job types, and resources are displayed.

1. Click Enterprise asset management > Reports > Work orders > Work order times.
2. Click OK to include all work orders.
3. If required, you can select specific work orders to be displayed in the report. On the Records to include FastTab, click Filter, and add the work orders you want to include in the report.
4. Click OK to generate the report.