Automated Stage Update
Introduction
You can automate the process of updating work order stages on work orders in Enterprise asset management. Work order stage update can be done on several work orders at a time. It can be initiated manually, or you can schedule a batch job to handle work order stage update.
- Prerequisites
You have completed setup of objects and work orders in Enterprise asset management.
- Audience
- Sysadmin, Maintenance Manager
Overview
In standard Enterprise asset management, you can update work order stage 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 stage.
We've added functionality that allows you to update stages on many work orders at a time to a selected stage, based on your setup. This functionality also allows you to update several active work orders at a time, also if they do not currently have the same work order stage.
You can carry out work order stage update manually, or you can set up a batch job for automatic stage update on a specific date and time.
Security configuration
The following security roles are required for working with automated stage update on work orders:
- EAM Maintenance Manager or EAM Maintenance Clerk (create, edit, delete jobs for automated stage update)
- Batch job manager (get access to batch job queues and batch job logs to view notifications after running the updates)
Refer to Microsoft documentation to learn more about security configuration in D365FO: Security architecture and Batch manager security role.
Update work order stage
You can work with automated stage update in two ways, using the Update work order stage dialog:
- Run stage update manually based on your setup for the current job, or
- Set up a batch job for automatic stage update at regular intervals.
Refer to the test case below for step-by-step instructions on how to create automated work order stage update.
When working with automated stage 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 stage 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 stage update is validated against the general setup allowed for stage updates, which is done in Enterprise asset management > Setup > Work orders > Stage > Stage groups > select Stage updates button.
- You can select planners or planner groups, responsible workers or responsible worker groups on a batch job to automatically update stages 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 automated stage update initiated manually (not as a batch job) for four work orders on a specific location. Screen-01 shows the four work orders to be included in the stage update. Note that they have different current stages. Screen-02 shows the four objects (selected) that each are included in a work order. Note that the objects are on the same functional location. Screen-03 shows the Update work order stage dialog, with a filter setup for the functional location that the objects are installed in. Screen-04 shows message details after the work order stage update.
If you initiate Update work order stage 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 stage automatically, messages from the update process are located in the batch job log.
Create automated work order stage update
Data Requirements
- Your user setup includes one of the security roles: EAM Maintenance Manager or EAM Maintenance Clerk, as well as Batch job manager.
- At least two active work orders exist.
Steps 5
Select Enterprise asset management > Periodic > Work orders > Update work order stage.
In the Update work order stage dialog > Parameters section > Update stage to: field, select the work order stage 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, priorities, expected or scheduled start or end, and more. The more lines you add to the filter, the more specific the stage 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 stage 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 stage update for work orders.
Automated stage 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 stage 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).