Lifecycle State - Update Service
Introduction
You can automate the process of updating work order lifecycle states on work orders in Asset management. Work order lifecycle updates can be done on several work orders at a time. It can be initiated manually, or you can schedule a batch job to handle the update.
- Prerequisites
You have completed the setup of assets and work orders in Asset management.
Overview
In standard Asset management, you can update work order lifecyce states on several work orders at a time by selecting work orders in a work orders list, if the selected work orders have the same current lifecycle state.
With this functionality, you can update lifecycle states on many work orders at a time to a selected state, based on your setup. This functionality also allows you to update several active work orders at a time, also if they don't currently have the same work order lifecycle state.
You can carry out work order lifecycle state update manually, or you can set up a batch job for automatic work order lifecycle state update on a specific date and time.
Security Configuration
The following security roles are required for working with automated lifecycle state update on work orders:
- Maintenance Manager or Maintenance Clerk.
- Batch job manager (get access to batch job queues and batch job logs to view notifications after running the updates).
Update Work Order Lifecycle State
You can work with lifecycle state update service in two ways, using the Update work order lifecycle state dialog:
- Run lifecycle state update manually based on your setup for the current job, or
- Set up a batch job for automatic lifecycle state update at regular intervals.
Refer to the test case below for step-by-step instructions on how to create automated work order lifecycle state update.
When working with automated lifecycle state update and setting up batch jobs to run regularly, here are some suggestions to optimize the work process:
- If your company has many work order lifecycle state updates to be done every day, set the time to run the batch job to be outside regular work hours - to ensure optimized performance of your ERP system during the work day.
- Any work order lifecycle state update is validated against the general setup allowed for lifecycle state updates, which is done in Asset management > Setup > Work orders > Lifecycle models > select Lifecycle state updates button.
- You can select planners or planner groups, responsible workers or responsible worker groups on a batch job to automatically update lifecycle states on work orders associated with the same groups or individuals.
- You can select specific work types on a batch job, and create different batch jobs for different work types.
- Set up alerts on a batch job to receive notifications related to running the batch jobs
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
The screenshots below are examples of multiple work order lifecycle states updated manually at the same time (not as a batch job) for four work orders on a specific location. Screenshot 01 shows the four work orders to be included in the lifecycle state update. Note that they have different current states. Screenshot 02 shows the four assets (selected) that each are included in a work order. Note that the assets are on the same functional location. Screenshot 03 shows the Update work order lifecycle state dialog, with a filter set up for the functional location which the assets are installed on. Screenshot 04 shows the work orders after the work order lifecycle state update.
If you initiate Update work order lifecycle state manually, messages from the update process are located in the Notification area/Show messages.
If you create a batch job setup to Update work order lifecycle state automatically, messages from the update process are located in the batch job log.
Create Automated Work Order Lifecycle State Update
Data Requirements
- Your user setup includes one of the security roles: Maintenance Manager or Maintenance Clerk, as well as Batch job manager.
- At least two active work orders exist.
Steps 5
Select Asset management > Periodic > Work orders > Update work order lifecycle state.
In the Update work order lifecycle state dialog > Parameters section > Update lifecycle state to: field, select the state that you want to update to.
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, functional locations, work order types, service levels, expected or scheduled start or end, and more. The more lines you add to the filter, the more specific the state update setup becomes.
Note: If you don't select specific work orders, all work orders matching your setup are included in the job.
If you want to set up automated work order lifecycle state update as a batch job, fill out fields in the Run in the background section, and set up Recurrence and Alerts for the batch job.
Select OK.
Expected
The user can set up automated lifecycle state update for work orders.
Automated work order lifecycle state update can be run as a one-off (manual) job, or you can set up the update process as a batch job.
After the update is completed, a message about the lifecycle state update job can be found in the Show messages section in the upper-right corner of the D365FO screen (for manually initiated jobs), or in the batch job log (for batch jobs).