Dynaway Advanced Asset Management for Asset Management (Finance & Operations)

Project Work Orders

Create work orders directly from the Project management and accounting module in D365FO

Introduction

Standard Asset management integrates with the Project management and accounting module in D365FO. Project integration is used to track costs on work orders.

We have made an improvement, making it possible to create an Asset management work order directly from a project in the Project management and accounting module in D365FO. This means you can skip the additional setup for a work order parent project.

Prerequisites

You have completed setup of Assets and Work Orders in Asset management.

Overview

When you create work orders or add work order jobs in Asset management, new sub-projects are created. The parent project is set up in work order parent projects (Asset management > Setup > Work orders > Project setup). Refer to Microsoft documentation to learn more about the standard setup for project integration: Project setup for forecasts and work order jobs.

If there are special cases where a different parent project should be used instead of the standard setup, you must create additional setup for a work order parent project.

It's possible to create work orders directly from projects in the Project management and accounting module. In that case, the standard setup for work order parent projects is overruled and a work order is created based on the parent project which you have selected in the projects page.

Setup

When a work order is created from a project, the project is used as a parent project for all work order jobs on the work order. This functionality requires a setup in Asset management parameters.

  1. Select Asset management > Setup > Asset management parameters.
  2. Select the Work orders link.
  3. In the General section, select the Create work orders from projects toggle button to show "Yes".

Refer to Microsoft documentation to learn more about parameters setup in Asset management: Asset management parameters.

Create Project Work Order

When project work order setup is done in Asset management parameters, you can create a work order from a project in the Project management and accounting module.

Note: You need to have the security privilege or security duty 'Create work orders from project' assigned to you, to be able to create work orders from projects.

  1. Select Project management and accounting > Projects > All projects or My projects.
  2. On the Project action pane tab > the Asset Management group > select Create work order.
    • When creating a work order from a project which relates to a customer, the customer is automatically filled in in the 'Customer account' field in the 'Create work order dialog'.
  3. Refer to Microsoft documentation regarding how to create the work order.

If you create several work order jobs on a work order created from a project, all work order jobs relate to the same parent project as the work order.

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