360° Strategic Asset Management > Common > Operations

Operations Definition: Operations management is the activity of managing the resources which are devoted to the production and delivery of products and services.

Operations Function: The arrangement of resources that are devoted to the production and delivery of products and services.

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. Not all object types can be linked to the execution order, therefore if you select the specific, and cannot see all the specifics that were created it means that certain specifics are not available on execution orders, for example personnel, organisation and location.


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 Operation 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 an operation 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 new operation order/task

Update Operation Detail

Navigating the form

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

Home Action Pane

Control name


Operation New

Create a new operation order or operational task.


Edit an operational order or task record.


Delete an operational order or task record.


Refresh the page

Export to Microsoft Excel

The function is used to export selected data to Microsoft Excel


This button is a document handling function

Additional information

The function is used to add additional information to the operation register.

Enquiries Graph

View the Enquiries graph for operational orders or tasks.


View the Inventory and Financial transactions for the operation order or task.

Note : Find (Filter on Execution ID)

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

Fields (List Page view)

Field name

Field description

Execution ID

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

Execution Specific ID

This field is a code or number uniquely identifying the operational execution specific.


This is a short description to define the operational order or task.

Specific ID

This field defines 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. Specific assets are not mandatory for the create of an operational order or task.

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 work order 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 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


View of the customer name that is linked to the operational execution order/task.

Origin type

This field defines from where the work order originated.

Origin ID

This field defines, together with the origin type, from 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 execution is performed and the field will automatically be added from object.

Execution type

The defines the type of execution (for example: hot work, strip and build, inspection, rebuild, etc) to clarify the execution work order.

See also

Operation Register Detail