Items and spare parts are often used in work orders to maintain assets. Work order kitting allows you to easily manage the collection of items for work orders and manage the handout of items and spareparts used on a maintenance job.
You have completed standard setup for Asset management in D365FO.
You have set up number sequences for work order kitting.
The Work order kitting functionality in Asset management requires specific setup regarding license configuration.
Make sure that you have set up number sequences for work order kitting before starting. Read more about how to set up number sequences here.
A work order kit is a collection of items required for one or more work orders. Work order kits can be created by maintenance workers or warehouse staff who prepare the kits for pickup by maintenance workers. The purpose of a work order kit is to pick-and-collect items required for one or more work orders.
To get an overview of work orders with active item forecasts, we created the Work order item overview list. The work orders shown in this list have not yet been included in a work order kit.
If you select the Expected start link on a work order line in the Work order item overview list, Item forecast details on the work order are shown.
For each work order, several standard fields, which are also available in work order lists, are shown in the Work order item overview list. These fields are:
Field | Description |
---|---|
Purchase order status | If a purchase order is created for the work order, the purchase order status is shown. |
Item status | Calculation of overall item status related to a work order, based on data from item journals and item forecasts. |
Item availability |
The item availability status shows availability based on inventory, and it is calculated. |
For a step-by-step procedure on how to calculate item availability, refer the test care in the section Steps to Calculate Item Availability.
Refer to the screenshots below for examples of
Select Asset management > Work orders > Work order item overview.
Select the work order that you want to calculate item availability for.
Select the Calculate item availability button.
In the Item availability field, "Available" is shown if items are in stock, and "Not available" is shown if the required number of items is not in stock.
The user can calculate item availability for a work order. The Item availability field on the line is updated.
A work order kit is a collection of items from one or more work orders. You create a work order kit in the Work order item overview list.
When you create a work order kit,
Select Asset management > Work orders > Work order item overview.
Select one work order, or multi-select several work orders, in the work order item overview list.
Select Create kit.
In the Create kit dialog, select OK.
In the Work order item overview list, a message is shown about the new work order kit.
The user can create a work order kit. The work orders included in the work order kit are deleted from the Work order item overview list when the list is updated. The work order kit is shown in Asset management > Work orders > Work order kits.
When you've created a work order kit, the next steps include:
Select Asset management > Work orders > Work order kits.
Select a work order kit with status "Created".
Select the Ready for pickup button.
In the Update kit status: Ready for pickup dialog box, select OK.
The user can update the status of a work order kit to "Ready for pickup".
The fields Packed and Packed by are automatically updated.
Select Asset management > Work orders > Work order kits.
Select a work order kit with status "Ready for pickup".
Select the Picked up button.
In the Worker drop-down, select the worker that picked up the kit.
Select OK.
The user can update the status of a work order kit to "Picked up".
The fields Picked up and Picked up by are automatically updated.
A work order kit can go through various states. Here is a status overview:
Status | Description / related action |
---|---|
Created | The work order kit is created. |
Ready for pickup | The items in the work order kit are collected and ready to be picked up. |
Picked up | The items in the work order kit are handed out to a maintenance worker. |
Pending return |
Work orders included in the work order kit have been completed, meaning an End date is set for each work order. |
Closed |
All work orders included in the work order kit have been completed, meaning an End date is set for each work order. |
For a step-by-step procedure on how to create a work order kit, refer to the test case in the section Steps to Create a Work Order Kit.
The screenshots below show:
You can set up your work orders in a work order kit to have their lifecycle state updated automatically. This means that work orders will have their lifecycle state updated when the work order kit is in the state 'Ready for pickup'.
If the 'Ready for pickup' state has not been specified for the lifecycle state of a work order in progress, the work order kit will not be created because the lifecycle model is then invalid. This means that if you have one work order kit for multiple work orders, the kit will not be created if one or more work orders' lifecycle models are invalid. In case you have one work order kit for each work order, and one or more work orders' lifecycle models are invalid, then the work order kits for work orders with invalid models will not be created.
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