Optimization Advisor
Introduction
Use Optimization Advisor to identify potential inconsistencies across F&O data regarding maintenance requests, get actionable insights and take informed optimization actions to enhance the efficiency of business processes in the system.
Overview
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:
- Check if there exists lifecycle state active mismatch on maintenance requests.
- Check if there exist lifecycle state updates on maintenance requests lifecycle models.
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.
Setup
- License - Make sure that the following license is imported to your environment:
- Advanced Asset Management (DynAAM).
- Configuration keys - Enable the following:
- Advanced Asset Management (DynAAM).
- Security Roles - To provide users with a more granular level of access control, assign the following to F&O system users:
- View permission: - N/A.
- Managing permission: Maintenance manager.
Run Diagnostic Validation Rules
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.
Active lifecycle state mismatch
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 maintenance requests | Optimize lifecycle state active mismatch on maintenance requests |
Lifecycle models have setup for allowed update states
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 maintenance request lifecycle models | Optimize lifecycle state updates on maintenance request lifecycle models |
Example - Active lifecycle state mismatch
The Check if there exists lifecycle state active mismatch on maintenance requests diagnostic validation rule evaluates if a discrepancy occurs between the maintenance request's 'Active' value (screenshot 01) and 'Active' value configured on the maintenance request's current lifecycle state. The lifecycle state's 'Active' value (Screenshot 02) specifies in what state the maintenance request should be in when this state is set on the maintenance request.
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 maintenance requests' 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.
Example - Lifecycle models have setup for allowed update states
The Check if there exist lifecycle state updates on maintenance request lifecycle models diagnostic validation rule evaluates if maintenance request 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 maintenance request lifecycle models' optimization opportunity in the 'All opportunities' form will be raised, as shown in screenshot 03 below.
