Manage intercompany work orders

Create and work on work orders across companies

Introduction

In standard Asset management, work orders created in a company can be worked on and completed in the same company.

We've added functionalty that allows you to create work orders in one company and carry out the maintenance work and complete the work order in another company. This is done by using procurement functionality in D365FO.

Example: In company A (source company), a maintenance request exists, and a work order was created from that request. The maintenance work will be performed by workers in company B (target company). Intercompany work order functionality handles the automatic creation of a related work order in company B, based on the 'original' work order in company A.

Prerequisites

You have completed setup for intercompany work orders.

Audience
Maintenance Manager

Create an intercompany work order

When a work order with intercompany setup is created in the source company and updated to the lifecycle state you set up for intercompany work orders

  • Intercompany procurement is created in the source company
  • A similar work order is created in target company, based on the setup

Refer to the test case below for a step-by-step procedure on how to create an intercompany work order.

Refer to Microsoft documentation regarding how to create work orders in Asset management:

When an intercompany work order is created, if a field defined as a Value type field in the target company setup (Work order type - Service level - Maintenance job type - Maintenance job type variant - Trade) is blank on a work order job line, it means that no setup matches that field.

When an intercompany work order is created, if a field defined as a Value type field is mandatory on a work order job line, but that field (for example, maintenance job type) has no mapping and is left blank, then an error message is shown on the work order.

Creating an intercompany work order

Data Requirements

  1. A Work order type for intercompany exists in the source company.
  2. A work order lifecycle state for creating intercompany work orders exists in the source company.
  3. Procurement setup in Asset Management > Jobs > Maintenance job type defaults > Forecasts in source company exists in the source company.
  4. Parameter setup in Asset Management > Setup > Work Orders > Intercompany Work Orders exists in the target company.

Steps 2

  1. In the source company, create a work order with the relevant 'intercompany' work order type.

  2. Update the work order lifecycle state to the lifecycle state used for intercompany work orders.

Expected

Information about creation of an intercompany work order is displayed in 'Message details' in the source company.

A purchase order is created for each work order job in the source company.

If there is no hour forecast line on the work order, or if multiple hour forecast lines are created for the same work order job, a warning is displayed.

A work order is created in the target company, according to intercompany setup.

The work order in the target company contains the same number of jobs as the source the work order.

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