Use Optimization Advisor to identify potential inconsistencies across F&O data regarding functional location, get actionable insights and take informed optimization actions to enhance the efficiency of business processes in the system.
Incorrect Asset Management module data in the D365 F&O system can negatively impact the experience and operational smoothness of business processes. To address this issue, we have added two diagnostic validation rules to the built-in Optimization Advisor functionality:
In other words, Optimization Advisor is a tool that can periodically run a set of diagnostic validation rules to identify potential inconsistencies across the F&O data. A diagnostic validation rule checks certain type of F&O data. If the condition that the rule evaluates is met, an optimization opportunity is generated, which contains a description of the problem and a possible optimization action that can be taken on by a user. Optionally, the impact of the actions can be measured.
To view the complete list of diagnostic validation rules and the related information, go to System administration > Periodic tasks > Maintain diagnostics validation rule.
Only rules that are in 'Active' status are evaluated. The evaluation frequency can be set to: Daily, Weekly, Monthly, or Unscheduled. To trigger the evaluation of 'Unscheduled' rules, or to reevaluate the periodic rules outside of their predefined schedule, go to: System administration > Periodic tasks > Schedule diagnostics validation rule.
This opens the 'Diagnostic rule validation' dialog where you can select a specific 'Run frequency' value. All rules with the selected frequency will be reevaluated. Once reevaluated, the generated optimization opportunities will be potentially visible, depending on if the evaluation conditions were met, in the following workspace System administration > Workspaces > Optimization advisor > Summary > All opportunities.
The following diagnostic validation rules and the corresponding possible optimization opportunities are available with the Active lifecycle state mismatch functionality:
DIAGNOSTIC VALIDATION RULE NAME | OPTIMIZATION OPPORTUNITY NAME |
---|---|
Check if there exists lifecycle state active mismatch on functional locations | Optimize lifecycle state active mismatch on functional locations |
The following diagnostic validation rules and the corresponding possible optimization opportunities are available with the Lifecycle models have setup for allowed update states functionality:
DIAGNOSTIC VALIDATION RULE NAME | OPTIMIZATION OPPORTUNITY NAME |
---|---|
Check if there exist lifecycle state updates on functional location lifecycle models | Optimize lifecycle state updates on functional location lifecycle models |
The Check if there exists lifecycle state active mismatch on functional locations diagnostic validation rule evaluates if a discrepancy occurs between the functional location's 'Active' value (screenshot 01) and 'Active' value configured on the functional location's current lifecycle state. The lifecycle state's 'Active' value (Screenshot 02) specifies in what state the functional location should be in when this state is set on the functional location.
As shown in the screenshots in question, there is no mismatch in this situation. However, if the lifecycle state was inactive and the corresponding diagnostic validation rule was run using the 'Schedule diagnostics validation rule' form, there would be raised an 'Optimize lifecycle state active mismatch on functional locations' optimization opportunity in the 'All opportunities' form as seen in screenshot 03 below.
After clicking the More information button on the optimization opportunity, a dialog with a grid will be shown that shows which records have a mismatch. By clicking the Take action button, the selected records will be modified in relation to the corresponding lifecycle state's 'Active' value.
The Check if there exist lifecycle state updates on functional location lifecycle models diagnostic validation rule evaluates if functional location lifecycle models have no selected lifecycle state updates (screenshot 01) when at least two lifecycle states have been selected (screenshot 02).
As shown in the screenshots in question, in this situation, 'Optimize lifecycle state updates on functional location lifecycle models' optimization opportunity in the 'All opportunities' form will be raised, as shown in screenshot 03 below.
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