360°Strategic Asset Management > Common > Strategic Assets > Specific Register

Use this form to create and maintain a list of specifics for an object. Specifics can be specific detail to a part, item, person, etc. This function will open a form displaying the selected object and its lower level structure in a tree view format. This function is also used to update the specific structure in accordance with the generic structure. It should only be necessary to use this function if the generic configuration structure template of the object type has been changed.

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 Specific Register 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 a specific 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.

Tasks that use this form

Create/delete new specific

Setup Characteristics

Setup Ageing and Meter Feedback

Setup Area size (Only available for Facilities)

Setup Plan Usage

Setup Resources

Setup Permits

Setup Address

Setup Specific structure KPI

Setup Bar codes

Setup Codifications

Change Parameters

Exchange/Remove/Install

Component costing

Navigating the form

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

Buttons : Specific Structure Action Pane

Control name

Description

New

Create a new specific.

Delete

Delete a specific record.

Edit

Edit a specific record

Status

Update or change the status of the specific or the record status. The function also allow for multiple status changes for the next status.

Refresh

Refresh the page. (This function is only available on the list page view mode)

Export to Microsoft Excel

The function is used to export selected data to Microsoft Excel. (This function is only available on the list page view mode)

Attachments

This button is a document handling function

Buttons : Create Action Pane

Control name

Description

Contract

Click on Contract to create a new contract from the specific.

SLA Contract

Click on SLA Contract to create a new service level agreement contract from the specific.

Maintenance

Click on Maintenance to create a new maintenance execution from the specific.

Failure

Click on Failure to create a new failure from the specific.

Operations

Click on Operations to create a new operations execution from the specific.

Incidents

Click on Incidents to create a new incident from the specific.

Specific warranty

Click on Specific warranty to create a new specific warranty from the specific.

Warranty Claim

Click on Warranty Claim to create a new warranty claim from the specific.

Buttons : Setup Action Pane

Control name

Description

Characteristic

Create a new characteristic for a specific asset.

Ageing

Create specific meters and current values for a specific asset.

Area Size

Create specific area sizes according to space allocation for specifics asset (Facilities/Buildings).

Plan Usage

Create the planned usage for a specific asset.

Resource

Create a list of all the resource for a specific person or asset.

Permit

Create a permit that is required for each specific asset.

Address

Create and maintain address information.

Specific Structure KPI

Create and maintain the specific structure KPI's information.

Bar codes

Create and maintain the bar codes for this specific item.

Codifications

Open/view the codes attached to the current record.

Validate data

Validate the correctness of the data that have been setup.

Data Error Log

View all errors generated during the data validation process.

Buttons : Functions Action Pane

Control name

Description

Change Parameters

Change parameters on owner organisation, current location, allocated organisation, serial information and current condition of the specific and update the specific with the updated information.

Exchange/Remove/Install

This function is to be used during install, remove and exchange (This button will only be visible if the specific has related components that can be removed or installed)

Structure classification

This function is used to manage the structure classification of the specific. (Tyre, batteries, trailers or attachments)

Component costing

This function is to calculate the component costing associated with the selected specific when the condition of the specific was changed.

Buttons : Manage Action Pane

Control name

Description

Maintenance Planner

This function is used to open the maintenance planner form and is used for the managing of maintenance task.

Operations Planner

This function is used to open the operations planner form and is used for the managing of operations task.

Buttons : Summary Action Pane

Control name

Description

Contract

Summary of all the contracts against this specific asset.

SLA Contract

Summary of all the service level agreement contracts against this specific asset.

Maintenance

Summary of all the maintenance tasks against this specific asset.

Failure

Summary of all the failures against this specific asset.

Operations

Summary of all the operations against this specific asset.

Incidents

Summary of all the incidents against this specific asset.

Specific warranty

Summary of all the specific warranties against this specific asset.

Warranty Claim

Summary of all the warranty claim against this specific asset.

Permits

Summary of all the specific permits against this specific asset.

Buttons : Enquiries Action Pane

Control name

Description

Gantt

Display data in a Gantt view

Budget vs Actual calculation

Display a view of budget vs actual calculation data

Budget vs Actual costs

Display a view of budget vs actual costs results data

Budget vs Actual sales

Display a view of budget vs actual sales results data

Financial transactions

Displays all financial transactions

Fixed assets detail

Displays all depreciation books associated with the selected fixed asset.

History

View a selected specific history

Specific event

The function link information of all the events related to a specific

Note : Find and Tree Control

The find function can be used to find specific record selected from the pre-defined criteria.

This view contains the graphical hierarchical view of the object structure. It can be switched on/off, to show a normal grid view of the information. By selecting this all the children records linked to parent object will be viewed in a tree view or use this to add children records to parent object.

Fast Tabs

Tab

Description

General

This tab displays the general information on specific asset.

Setup

This tab displays the setup information on specific asset.

Assembly

This tab displays the higher assembly position of the specific information asset.

Characteristics

This is the view of the characteristics for specific asset.

Serial information

This fields are used to define the serial numbers of the specific asset.

Costing information

This fields are used to define the costing information of the specific asset.

Sorting

This fields are used to define additional sorting field values.

Status

This displays predefined values for the different status options of a specific asset.

System info

Display the status of the record.

Fields

Fast tab

Field name

Field description

General

Specific ID

This field is used to define an unique identifier for a specific asset.

Object Code

This field is a unique user definable code to identify an object, and will be defaulted from the object structure. For example Super Puma AS332 will be the code for an object type helicopter to define the specific type of helicopter.

Structure Code

This field is the structure position for the object. The code uniquely identifying the position of the item in the structure and is user definable. A Structure code of “0” is automatically allocated by the system for the top (Highest level) of every object.

Description

A short name or description of the specific asset. This description is defaulted from the description of the object structure base, but may be edited by the user.

Modification code

This field defines the code that will identify the modification state and condition of the specific asset. (For example : New, repaired, etc)

Commissioning Date

This field defines the date when the specific asset was commissioned or started to operate. This date is primarily used in the forecasting process.

Setup

Owner organisation

This field defines the organisation currently owning the specific asset. This information is defaulted from the object structure.

Owner org structure code

This field defines the organisation structure position of the organisation currently owning the specific asset. This information is defaulted from the object structure.

Allocated to org

This field defines the organisation currently using this specific or to whom this specific asset is allocated to.

Allocated to structure code

This field defines the organisation structure position of the organisation currently using this specific or to whom this specific asset is allocated to.

Current location

This field defines the current location of the specific asset. This information is defaulted from the object structure.

Location structure code

This field defines the location structure position of the specific asset. This information is defaulted from the object structure base values of the location.

Calendar

Select from the available lookup list the calendar ID that will be used to calculate the working days. This calendar type is used in the forecasting process.

Ownership type

Select the owner type to define ownership that an organisation has towards a specific.

Schedule Indicator

This indicator is ticked if the specific created from this object has to be scheduled for forecasting. When the specific asset is created the indicator will be ticked. Once it is ticked it cannot be changed.

Dimension

This indicator is ticked if the specific is available to be selected for dimensions.

Tare weight

Tare weight, sometimes called unladed (unloaded) weight, is the weight of an empty vehicle or container. By subtracting it from the gross weight, the weight of the goods carried may be determined.

UOM code

This field is to define the unit of measure that will be used to classify the quantity for the weight information.

Gross equipment mass

The gross vehicle weight rating, or gross vehicle mass is the maximum operating weight/mass of a vehicle as specified by the manufacturer including the vehicle's chassis, body, engine, engine fluids, fuel, accessories, driver, passengers and cargo but excluding that of any trailers. The term is used for motor vehicles and trains.

UOM code

This field is to define the unit of measure that will be used to classify the quantity for the equipment mass information.

Gross combination mass

The gross combination weight rating, is the maximum allowable combined mass of a towing road vehicle, passengers and cargo in the tow vehicle, plus the mass of the trailer and cargo in the trailer. This rating is set by the vehicle manufacturer.

UOM code

This field is to define the unit of measure that will be used to classify the quantity for the combined information.

Assembly

End Specific

This field defines the top or highest level specific structure where the specific asset is installed.

End Structure Code

The field is the structure position code of the top or highest level specific structure where the specific asset is installed.

Parent Specific

The field defines the parent or immediate higher level specific structure where the specific asset is installed.

Parent Structure Code

The field is the structure position of the parent or immediate higher level specific structure where the specific asset is installed.

Installed Indicator

This indicator will be selected if an specific item is installed in the position.

Install Specific ID

The specific identifier of the object that is installed in this specific position.

Characteristics

Group

This will display the characteristic group if the characteristics are attached to a group.

Characteristic Code

View the characteristic code to identify the characteristics for the selected specific object. Select from the available values from the lookup. The fields characteristic type, object type and code uniquely identifies the characteristic.

Description

A short description of the characteristic.

Date

This field defines the value if the characteristic class is a date.

Indicator

This field defines the value if characteristic is of type indicator.

Numeric

This field defines the value if characteristic is of type numeric.

Text

This field defines the text/detail of the specific object, but is not editable if characteristic class is date, numeric or currency.

Serial Information

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.

Costing Information

Condition

This field defines what condition this specific/asset/component is in.

Retail price

This field defines the manufacturer's suggested retail price (MSRP) of a product is the price which the manufacturer recommends that the retailer use to sell the asset/product.

Trade price

This field defines the trade price that is paid by the retailer to a manufacturer for a asset/product.

Strip value

This field defines a currency value of the specific/components when it has been stripped from some off its components.

Build value

This field defines a currency value of the specific/components when it has been rebuilt with a new or the replacing of the component.

Sorting

Sort field 1

Select an alternative sort field value for the specific.

Sort field 2

Select an alternative sort field value for the specific.

Sort field 3

Select an alternative sort field value for the specific.

Status

Specific Status

This field displays the specific status of the specific object. To change the status, use the change status function button.

Specific Stage

This field uniquely identifies the stage for the specific status.

Rental Status

This field displays the rental status of the specific object. To change the status, use the change status function button.

Rental Stage

This field uniquely identifies the stage for the specific rental status.

Operational Status

This field displays the operational status of the specific object. To change the status, use the change status function button.

Operational Stage

This field uniquely identifies the stage for the specific operational status.

System info

Record Status

Identifies in what status the record is.