360° Strategic Asset Management > Common > Maintenance Management > Maintenance Register - Specific

The Maintenance Planning process consists of several functions. The process entails the creation or request for a task to be executed, the planning thereof, the allocation and execution of the task and the feedback of all relevant data. Maintenance Work Orders can originate from two sources:

·  Adhoc: An Adhoc Work Order refers to a work order that is created as a result of an unforeseen maintenance task having to be performed. In spite of the initiation of the work being Adhoc (not foreseen), it does not mean that the work has not been pre-planned - Event templates can have been created for the work.

·  Planned: Equipment manufacturers prescribe maintenance events to prevent incipient failures before they occur or before they develop into major failure. These Work Orders will all be transferred from the Forecast Maintenance Schedule.

These forms allow you to manage work-in-progress (WIP). All uncompleted tasks in WIP are visible and colour coded according to status of the task (based on your choice of colour codes – see Status Codes). Resources can be maintained – added or deleted, quantities changed, and specific resource allocation can be done. Work orders can be released for work completion and detail data capture of feedback for each Work order and task is available.

This maintenance list view is a display of all the maintenance work orders in their different execution statuses.

Maintenance orders can be created from various sources. These include:

  • From a previously recorded Failure
  • From a previously recorded Incident
  • Directly from the Specific Asset register
  • Directly from a Maintenance work order
  • From Forecast Events
  • A combination of above scenario’s

Note

List pages can help reduce the time that it takes to complete some daily tasks in Microsoft Dynamics AX. You can use list pages to view a list of similar records, select a record, and then perform actions against that record. There are two types of list pages: primary and secondary. Primary list pages display a set of records, and secondary list pages display a subset of those records. You must have security access to a primary list page to view the secondary list pages that are based on it.

When the Maintenance Register (Maintenance Planning) is opened from the common (menu) or the area page, it will open the form as a primary list page. From this view you can select an Maintenance record and click on EDIT to open the detail or grid view to perform actions against the selected record. List pages display multiple records as a list, or a series of rows and columns. You can sort the data in the list and use filters to display subsets of the list items. You can also click links to display specific records, if records are available.

Select multiple rows in a list by using check boxes to filter the on specific records. Filter the information in a list by using a quick filter or an advanced filter. Save an advanced filter as a Cue on a Role Centre page.

Note: Project Integration : Default Rules for posting of financial journal transaction

The following default rules apply when financial journal transactions are posted to projects when project integration is ON. The rules are setup defaults to be used for posting on the project categories in projects for inventory product items and service journals. There are several places where project category can be selected and the following sequence for verification is used to select a specific project category when found during the posting of financial journal posting process to projects:

1.      Get project category from Account setups

Under 360°Strategic Asset Management > Setup > Base > Account setup for customer or Account setup for Organisation default line categories can be linked to an account setup for a customer or a specific account setup for the accounting organisation an account type. The project categories are selected from the available drop down list for the category types = Item/Service items and will be used when then a financial posting transaction is created.

2.      Get project category from Object Structure Project Properties (Remember this is for the accounting organisation)

Under 360°Strategic Asset Management > Setup > Object > Object definition > Object structure default project categories can be added to the accounting organisation that is created for the Organisation. If there is more than one accounting organisation, then the categories can be different, depends on how the projects are created in the Project Management Module of AX. The project categories are selected from the available drop down list for the category types = Item/Service items and will be used when then a financial posting transaction is created.

3.      Get project category from 360°Strategic Asset Management setup parameters

Under 360°Strategic Asset Management > Setup > Strategic Asset Management setup parameters default project categories can be added to the project integration tab that is created for the Organisation. Depends on how the projects are created in the Project Management Module of AX, the project categories are selected from the available drop down list for the category types = Item/Service items and will be used when then a financial posting transaction is created.

4.      Get project category from Inventory Released product setup

Under Product Information Management > Released Products default project category can be added to the inventory product under the Product action tab, FastTab = Manage projects. Depends on how the projects are created in the Project Management Module of AX, the project category is selected from the available drop down list for the category types = Item/Service items and will be used when then a financial posting transaction is created.

5.      Get project category from Project management and accounting parameters

Under Project Management and accounting > Project management and accounting parameters default project category can be added under the Journals tab, default category, Item. Depends on how the projects are created in the Project Management Module of AX, the project category is selected from the available drop down list for the category type = Item and will be used when then a financial posting transaction is created.

Tasks that use this form

Create new Maintenance order

Update Maintenance Register - Specific detail

Navigating the form

The following tables provide descriptions for the controls in this form:

Buttons : Maintenance Action Pane

Control name

Description

Maintenance New

Create a new maintenance work order.

Edit

Edit an maintenance work order record.

Delete

Delete an maintenance work order record.

Refresh

Refresh the page

Export to Microsoft Excel

The function is used to export selected data to Microsoft Excel

Attachments

This button is a document handling function

Additional information

The function is used to add additional information to the maintenance work order.

Enquiries Graph

View the Enquiries graph for maintenance work order.

Transactions

View the Inventory and Financial transactions for the maintenance work order.

Note : Find (Filter on Execution Specific ID)

The filter function can be used to find specific execution record through pre-defined criteria.

Fields (List Page view)

Field name

Field description

Execution Specific ID

This field is a code or number uniquely identifying the execution specific (Work order).

Object code

This field defines the object type to be quoted on in this work order. Select from the list of lookup values.

Structure code

This field defines the structure position of the object for which the work order is performed and the field will automatically be added from object.

Specific ID

This field defines the specific identification on which the work will be performed. Only the specifics for the object, if that field is filled, will be listed in the pull down.

Primary serial

This field defines the asset serial number that is unique to a specific. In some instances this will be used for the vehicle registration number, if the specific ID is used by another unique number, for example a bar coded asset number. This field can be updated, but history records will be created for changes since it is a asset. (For example a vehicle's registration number is used as Primary serial, then the vehicle is allocated to another province, and the primary serial is updated).

Secondary serial

If the asset/specific has more classification that will uniquely define the specific, and can be used as the secondary serial.

Planned start date

The planned date when the maintenance work must start.

Planned completion date

The planned completion date of the work order is calculated and displayed by using the start date and time and adding the duration of the work order to it.

Execution type

This define the execution type of this work order, for example hot work, etc.

Event code

This define the event code that will be used to add the budget lines and resources, characteristics, etc if the work order was created with pre-defined event templates.

Execution ID

This field is a code or number uniquely identifying the work pack.

Execution specific status

Shows the current status of the Work Order. The status can be changed with the Status function. The work order can be in one of the following phases/status: Registered/Approved, In Progress/Completed or Cancelled.

Fields (Preview Pane)

Field name

Field description

Customer code

View of the customer code linked to the Maintenance order.

Origin type

This field defines where the work order was originated.

Origin ID

This field defines, together with the origin type, where the work order was originated.

Object code

This field defines the object that was quoted on in this work order.

Structure code

This field defines the structure position of the object for which the Maintenance is performed and the field will automatically be added from object.

Execution type

The type of execution process.

See also

Maintenance Register - Specific detail