You can automate the process of posting work order journals in Advanced Asset management. Posting consumption on several work orders at a time can be done automatically as one-off postings, or you can schedule a batch job to initiate journal posting automatically at regular intervals.
You have completed setup of asset and work orders in Asset management.
This functionality allows you to post work order journals from several work orders in one sequence. You can post journals for specific work orders or all the work orders with consumption registration lines in the work order journal.
You can initiate one-off postings of several work orders to happen automatically, or you can set up a batch job for automatic posting on a specific date and time.
Automatic posting of work order journals includes available transaction types:
The following security roles are required for working with automated journal posting on work orders:
Refer to Microsoft documentation to learn more about security configuration in D365FO: Security architecture and Batch manager security role.
You can work with automated journal posting in two ways, using the Post work order journals dialog:
Refer to the test case below for step-by-step instructions on how to create automated journal posting.
When posting work order journals automatically as one-off postings, you can select multiple work orders or all work orders and the types of registrations you want to post.
Follow the test case below to set up a one-off automatic journal posting by omitting step 4.
When initiating Post work order journals automatically, messages from the posting process are located in the Notification area / Show messages.
When working with automated journal posting and setting up batch jobs to run regularly, here are some suggestions to optimize the work process:
When creating a batch job setup to Post work order journals automatically, messages from the posting process are located in the batch job log.
Refer to Microsoft documentation to learn more about setting up and working with batch jobs in D365FO: Batch processing overview - Finance & Operations | Dynamics 365 | Microsoft Docs.
Select Asset management > Periodic > Work orders > Post work order journals.
In the Post work order journals dialog > Parameters section, activate the toggle buttons for the registration types you want to include in the journal posting.
In the Records to include section, you can set up filters to define the criteria used as a basis for your job / batch job.
For example, you can create filter lines including specific work orders, work order types, stages, service levels, expected or scheduled start and end, and more. The more lines you add to the filter, the more specific the journal posting setup becomes.
Note: If you don't select specific work orders, all work orders matching your setup, which have registration lines in the journal when the job is initiated, are included in the job.
If you want to set up automated journal posting as a batch job, fill out fields in the Run in the background section, and set up Recurrence and Alerts for the batch job.
Ignore this step if you want to create an automatic one-off journal posting.
Note: If all work orders are included in your posting setup, a message is shown, asking if you want to continue posting with that setup. This is done to ensure that your intention is to include all available work orders.
The user can set up automated journal posting for work orders.
Automated journal posting can be run as a one-off job, or you can set up the posting process as a batch job.
After journal posting is completed, notifications and messages about the journal posting job can be found in the Show messages section in the upper-right corner of the D365FO screen (for one-off automatic jobs), or in the batch job log (for automated batch jobs).