Work Order Kitting
Introduction
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.
- Prerequisites
You have completed standard setup for Asset management in D365FO.
You have set up number sequences for work order kitting.
- Audience
- Maintenance Manager, Maintenance Planner
Setup
The Work order kitting functionality in Asset management requires specific setup regarding license configuration.
- Select System administration > Setup > License configuration.
- Select Dynaway Advanced Asset Management.
- Ensure that the Work Order Kitting check box is selected.
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.
Overview
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.
You can view the Item forecast details on the work order details by clicking on the date hyperlink under the Expected start link column.
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
- Work order item overview list - hightlighting the three fields described above.
- Item forecast details for the work order selected in the Work order item overview list.
Steps to Calculate Item Availability
Data Requirements
- Ensure that the work orders with item forecasts are available.
Steps 3
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.
Expected
The user can calculate item availability for a work order. The Item availability field on the line is updated.
Create Work Order Kit
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,
- you select to create one kit for all work orders (if several work orders were selected), or a kit for each work order.
- active item forecasts are reserved on the selected work order. This means item forecasts are automatically copied to the Items section in the work order journal. In Asset management, you access the work order journal from a work order list or the work order card.
- you can only create a work order kit for work orders that have items available in stock. If items are not available on a work order, you must create a purchase order for them. Refer to Microsoft documentation to learn more about how to work with purchase orders in D365FO.
Steps to Create a Work Order Kit
Data Requirements
- At least one work order with item forecast(s) exists.
Steps 4
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.
Expected
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.
Create Kit Lines from Item Forecast List
You can use Create kit lines on the Item forecast tab page to build a work order kit from only the forecast lines you select. The existing Create kit option creates a kit from all forecast lines.
To create kit lines from selected forecast lines:
- Go to Asset management > Work orders > Work order item overview.
- To go to the Item forecast list of the work order, from the list of entries in the Work order item overview form, select the line for which you would like to add a work order kit line, and click on the corresponding hyperlink of the date mentioned in the Expected start link column (see screenshot 01).
- You will be directed to the Work order item overview form with the line details of the work order displaying the Item forecast section (see screenshot 02).
- Select the forecast lines you want to include in the kit and click on Create kit lines (see screenshot 03).
- On the Create kit dialog, confirm creation of the work order kit.
- A work order kit is created containing only the selected forecast lines. You can repeat this process to create multiple kits from the same work order.
Note:
- You must select at least one forecast line to enable Create kit lines.
- Create kit ignores selections and always uses all forecast lines.
Edit Inventory Dimensions on Work Order Kit Lines
Work order kit lines support inventory dimensions, allowing you to view and edit storage and tracking dimensions directly on the Work order kit form. Inventory dimensions are automatically synchronized between work order kit lines and their related item journal lines, ensuring that the same dimension values are maintained throughout the kitting process.
This functionality is controlled by the feature Dynaway - Work order kit line inventory dimensions. The feature is enabled by default and cannot be disabled.
You can edit inventory dimensions on work order kit lines while the work order kit status is Created.
To edit inventory dimensions on a work order kit line:
- Go to Asset management > Work orders > Work order kits.
- On the Work order kits page, open the required work order kit.
- If the required inventory dimension columns are not visible, click Display dimensions and select the dimensions that you want to display.
- In the Work order kit lines section, update the required inventory dimensions, such as Site, Warehouse, and Location.
- Save your changes.
- Note:
- Inventory dimensions can only be edited when the work order kit status is Created.
- When you update inventory dimensions on a work order kit line, the changes are automatically synchronized with the related item journal line, provided the journal has not been posted.
- If the related item journal has already been posted, synchronization is not possible, and an error message is displayed.
- Changes made to inventory dimensions on the related item journal line, for example during reservation, are automatically synchronized back to the work order kit line, provided the work order kit status is Created. If the work order kit is not in the Created status, synchronization is not possible, and an error message is displayed.
- Note:
Pick-up Work Order Kit
When you've created a work order kit, the next steps include:
- Preparing the work order kit for pickup by collecting the items included in the kit. For a step-by-step procedure on how to prepare the work order kit for pick up, refer to the test case - Steps to Get a Work Order Kit Ready for Pickup.
- Registering the kit as picked up when it is handed over to a maintenance worker - For a step-by-step procedure on how to prepare the work order kit for pick up, refer to the test case - Steps to Pick up a Work Order Kit.
Steps to Get a Work Order Kit Ready for Pickup
Data Requirements
- At least one work order kit with status "Created" exists.
Steps 4
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.
Expected
The user can update the status of a work order kit to "Ready for pickup".
The fields Packed and Packed by are automatically updated.
Steps to Pick up a Work Order Kit
Data Requirements
- Ensure that at least one work order kit with status "Ready for pickup" exists.
Steps 5
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.
Expected
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.
Work Order Kit States
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:
- Screen 01 - an example of the Work order item overview screen after creating a work order kit.
- Screen 02 - the Work order kits list. If a kit includes only one work order, the work order ID is shown in the Work order field. This list shows active work order kits as default. Use the filtering options at the top of the list to update or create other filters for your list.
- Screen 03 - the work order kit created from the work orders selected in Screen 01.
- Screen 04 - the Related item kits FactBox, added to the work order lists, showing work order kit information for one of the work orders included in the work order kit.
Automatic Lifecycle State Update
You can set up your work orders in a work order kit to have their lifecycle state or stage updated automatically. This means that when a work order kit is in the state Ready for pickup, the associated work orders will have their lifecycle state or stage updated to what is specified in Lifecycle models in Asset management.
To enable this functionality:
- Go to Asset management > Setup > Asset management parameters > Work orders, and turn on Update work order lifecycle state or stage when work order kit is ready for pickup.
- Go to Asset management > Setup > Work orders > Lifecycle models, and in the Updates tab, specify the lifecycle state in the Ready for pickup state field (see screenshot 01).
- When a work order kit is marked Ready for pickup, the system checks all kits associated with the same work order.
- If any associated kit is not in Ready for pickup status, the lifecycle state or stage of the work order will not be updated, and a warning will be displayed (see screenshot 02).
- If all associated kits are in Ready for pickup status, the lifecycle state or stage will be updated automatically.
Note:
- 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 invalid.
- If one kit is created for multiple work orders, the kit will not be created if any work order has an invalid lifecycle model.
- If one kit is created for each work order, kits for work orders with invalid lifecycle models will not be created.
Reports for Work Order Kits
You can use the following reports to view work order kit information:
- Work order report: Displays a Work order kits section with information about work order kits related to the work order. For more information, see View Work Order Kit Details in Work Order Report.
- Work order kit report: Displays detailed information about selected work order kit(s) to support the picking process. For more information, see the section below on Work Order Kits Report.
Work Order Kits Report
You can generate a Work order kit report for selected work order kit(s).
To generate a Work order kit report:
- Go to Asset management > Work orders > Work order kits.
- Select the work order kits that you want to print.
- Click Work order kits on the Action Pane (see screenshot 01).
- In the Work order kits dialog:
- Select the Destination.
- Specify the Records to include.
- Configure the Run in the background options, if required (see screenshot 02).
- Click OK.
- The report is displayed in a header-and-lines format. The report includes:
- A header section with information about the work order kit, including its status and lifecycle details.
- A lines section with the associated work order kit lines, including the Work order, Line number, Item number, Site, Warehouse, Location, Quantity, Unit, and Picked up status.
- The report groups work order kit lines by Site, Warehouse, and Location to help warehouse personnel collect all required items from the same location before moving to the next location, improving the efficiency of the picking process.
