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.

Features for Specific Assets

The following is a graphical design of the different steps to create specific assets:

 

Process of creating a specific asset

1.      Follow the following path to open the form : Strategic Asset Management > Common > Strategic asset management >Transport register

(Different views can be opened on Specifics Register. The following views: Equipment Register - View only specifics of type Equipment. Personnel Register - View only specifics of type personnel. Specific Register - End Use - View all specifics that are created as the complete end use items. Specific Register - View all the specifics in the register.)

2.      Click on the Specific structure action button to open the create new wizard for the specific.

3.      The following is an example for creating a specific in the Specific Register.

 

To create a new record press CTRL+N or the Specific Structure New button. The following provide descriptions for the create process in this form:

 

4.      Select the Object code field from the available list of definable objects.

5.      The Structure code field will automatically be added from selected object.

6.      Edit the Description field of the object to a description for the specific.

7.      Enter a Specific ID to define the specific. This is an unique user definable field, and for example can be the vehicle registration number, or an unique asset number.

8.      Enter the Commissioning date field to indicate on when the object was commissioned or started to operate. This date is primarily used in the forecasting process.

9.      Select the Calendar that was defined to calculate the working days.

10.  Select the Ownership type to define the ownership that an organisation have towards a specific.

11.  Click in the Primary serial field and enter the asset serial number that is unique to a specific.

If the asset/specific has a Secondary serial classification that will uniquely define the specific, it can be entered.

12.  Click Next to add detail about the specific, or Finish if detail is not available currently.

13.  The following is an example for Object Structure part of wizard.

 

14.  Select the Owner organisation that indicates which organisation is currently the owner of the specific. This information is defaulted from the object structure base if the object was created with the organisation.

The Owner org structure code will be defaulted from the organisation structure base.

15.  Select the Allocated to org that indicates the organisation currently using this object or to whom this object is allocated to.

The Allocated to structure code will be defaulted from the organisation structure base.

16.  Select the Locality code that indicates the current location of the object.

The Location structure code will be defaulted from the organisation structure base.

17.  The following is an example of the selecting of Specific Characteristics.

 

18.  The purpose of this Characteristics form is to allocate specific characteristics values for the selected object. The user may add/remove characteristics as previously defined for the specific.

19.  The following is an example of the Specific Ageing.

 

20.  Specific ageing - This form is used to define ageing parameters for the specific object type. Ageing parameters are used to measure and record the age of specific meters and current values, for scheduling of maintenance or administration. Object structure ageing data is setup for a certain position in the structure. If a source structure is defined the item installed in the selected position will inherit ageing data from the source position. If a source is not defined the item is seen as having its own meter data against which usage feedback is done.

Select the meter parameters (kilometer, flying hours, etc) and enter the Current age reading of the specific.

21.  Click Finish to finalise the creating of the specific.

Process of updating a specific asset

Additional Setup information of Specific assets

1.      Follow the following path to open the form : Strategic Asset Management > Common > Strategic asset management >Transport register and select the required specific asset to be updated.

2.      The following is an example of the created specific asset to be updated with additional information in the Specific Register.

 

3.      The following setup menu functions in the Specific structure:

 

4.      Setup of Characteristics:- Characteristics are user definable elements used to add more detail to the generic and specific instances of any specific object managed with 360° Strategic Asset Management. This form is used to define the characteristics for specific object. Specific characteristics will be allocated to a specific item/object. This form is therefore used to allocate specific characteristics to an object type.

Update the characteristic elements, for example add the number of doors to the specific asset, or any of the other elements that are managed as characteristics.

5.      Setup of Ageing:- This form is used to define ageing parameters for the specific object type. Ageing parameters are used to measure and record the age of specific meters and current values, for scheduling of maintenance or administration. Object structure ageing data is setup for a certain position in the structure. If a source structure is defined the item installed in the selected position will inherit ageing data from the source position. If a source is not defined the item is seen as having its own meter data against which usage feedback is done.

Ageing is NOT applicable or definable on object type ORGANISATION, LOCATION, HUMAN or LIVE STOCK.

Create/update the ageing record for the selected specific asset. Select the meter parameters (kilometer, flying hours, etc) and enter the Current age reading of the specific.

Meter feedback:- This button enables you to update the object’s current meters. The form will update the meters of the selected specific object as well as all children or lower level items/objects in the hierarchy. This form is used to define feedback on specific object type to measure and record the age of specific meters and current values, for scheduling of maintenance or administration.

During the maintenance process the meter feedback is added for the specific asset to update the Current age (meter reading), with the Date last updated, and then click on the Process meter update button to update the meter feedback for the specific.

 

6.      Setup of Plan usage:- This form is used to create and maintain the future planned usage or utilisation of a specific object. The entries in this table for a specific record may never overlap and no gaps may exist between entries.

Click on the NEW button to add the specific plan usage for the asset.

Select the UOM code to define the unit of measure for the utilisation, for example vehicles = km and air planes = flying hours.

Add the Date from and Date to that will define the period for the specific utilisation of the objects/asset.

Add the Utilisation distance (km) or time (hours) to indicate the estimated future usage of the specific asset.

Select the Utilisation condition code that will define how this specific asset will be used during the defined period. (For example the specific will be used for travelling but it will be overloaded during this trips and therefore it will affect the maintenance intervals of the specific.)

Select the Decommission indicator that will define if this specific asset will be decommissioned.

7.      Setup of Resources:- This form is used to create and maintain the future planned usage or utilisation of a specific object. The entries in this table for a specific record may never overlap and no gaps may exist between entries.

Resources are allocated to specific assets to define that the selected asset required a certain trade/service/item in order to be utilised or maintained. (For example: an employee who is responsible for maintenance service on vehicles, will have a resource allocated of type trade = mechanic.)

Click on the NEW button to add the specific resources for the asset.

Select the Resource type to define the required resource to be allocated against the specific asset. For example: Trade.

Select the Resource code and define the resource type and allocate against the specific asset. For example: Trade = Mechanic. More than one resource can be added to a specific asset.

 

8.      Setup of Permits:- This form is used to create and maintain permits that are linked to a specific asset. It may be required to have a permit or certificate to be able to use the specific asset to perform a specific task. If for instance, a vehicle must be certified to transport specific material, then a certificate may be required from the authorities to qualify the vehicle for that specific type of use. When the certificate is obtained and registered it must be linked to the specific vehicle.

Click on the NEW button to add the specific required permits for the asset.

Select from the drop down list the Permit register ID to define the required permit/certificate/license for the specific asset. Multiple permits may be attached to specific for different use. For example: vehicle license, certificate to carry certain products (Explosives or chemicals), etc. Only permits that were registered and classified as permits for specifics will be available for selection.

Selected Permit code, Permit description and the Date issued will be defaulted in from the permit register.

 

See also

Setup of Specific Register

About Specific Register

About Specific Register - End Use

About Equipment Register

About Equipment Register - End Use

About Facility Register

About Live Stock Register

About Personnel Register