Dynaway Advanced EAM for Finance & Operations EAM

Project Work Order

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

Introduction

Standard Enterprise 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 Enterprise 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 Objects and Work orders in Enterprise Asset management.

Overview

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

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.

Creating work orders directly from projects in the Project management and accounting module should only be used for tracking a limited number of work orders on a project. This functionality does not replace the standard setup for work order parent projects.

Setup

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

  1. Select Enterprise Asset management > Setup > Enterprise 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 EAM for F&O documentation to learn more about parameters setup.

Create Project Work Order

When project work order setup is done in Enterprise 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 Enterprise 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 EAM for F&O documentation about how to create work orders.

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

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