Optimization Advisor

Identify data inconsistencies and enhance business processes

Introduction

Use Optimization Advisor to identify potential inconsistencies across F&O data regarding work orders, get actionable insights and take informed optimization actions to enhance the efficiency of business processes in the system.

Overview

Incorrect Enterprise Asset Management module data in the D365 F&O system can negatively impact the experience and operational smoothness of business processes. To address this issue, we have added two diagnostic validation rules to the built-in Optimization Advisor functionality:

  • Check if there exists stage active mismatch on work orders.
  • Check if there exist stage updates on work order stage groups.

In other words, Optimization Advisor is a tool that can periodically run a set of diagnostic validation rules to identify potential inconsistencies across the F&O data. A diagnostic validation rule checks certain type of F&O data. If the condition that the rule evaluates is met, an optimization opportunity is generated, which contains a description of the problem and a possible optimization action that can be taken on by a user. Optionally, the impact of the actions can be measured.

Setup

To enable the functionality, a few things must be done beforehand:

  1. License - Make sure that the following licenses are imported to your environment:
    • Dynaway Enterprise Asset Management (MRO).
    • Dynaway Advanced EAM (MROAdv).
  2. Configuration keys - Enable the following:
    • Advanced EAM (MROAdv).
  3. Security Roles - To provide users with a more granular level of access control, assign the following to F&O system users:
    • View permission: N/A.
    • Managing permission: EAM Maintenance manager.

Run Diagnostic Validation Rules

To view the complete list of diagnostic validation rules and the related information, go to System administration > Periodic tasks > Maintain diagnostics validation rule.

Only rules that are in 'Active' status are evaluated. The evaluation frequency can be set to: Daily, Weekly, Monthly, or Unscheduled. To trigger the evaluation of 'Unscheduled' rules, or to reevaluate the periodic rules outside of their predefined schedule, go to: System administration > Periodic tasks > Schedule diagnostics validation rule.

This opens the 'Diagnostic rule validation' dialog where you can select a specific 'Run frequency' value. All rules with the selected frequency will be reevaluated. Once reevaluated, the generated optimization opportunities will be potentially visible, depending on if the evaluation conditions were met, in the following workspace System administration > Workspaces > Optimization advisor > Summary > All opportunities.

Active stage mismatch

The following diagnostic validation rules and the corresponding possible optimization opportunities are available with the Active stage mismatch functionality:

DIAGNOSTIC VALIDATION RULE NAME OPTIMIZATION OPPORTUNITY NAME
Check if there exists stage active mismatch on work orders Optimize stage active mismatch on work orders

Stage group setup allowed update stages

The following diagnostic validation rules and the corresponding possible optimization opportunities are available with the Stage group setup allowed update stages functionality:

DIAGNOSTIC VALIDATION RULE NAME OPTIMIZATION OPPORTUNITY NAME
Check if there exist stage updates on work order stage groups Optimize stage updates on work order stage groups

Example - Active stage mismatch

The Check if there exists stage active mismatch on work orders diagnostic validation rule evaluates if a discrepancy occurs between the work order's 'Active' value (screenshot 01) and 'Active' value configured on the work order's current stage. The stage's 'Active' value (Screenshot 02) specifies in what stage the work order should be in when this stage is set on the work order.

As shown in the screenshots in question, there is no mismatch in this situation. However, if the stage was inactive and the corresponding diagnostic validation rule was run using the 'Schedule diagnostics validation rule' form, there would be raised an 'Optimize stage active mismatch on work orders' optimization opportunity in the 'All opportunities' form as seen in screenshot 03 below.

After clicking the More information button on the optimization opportunity, a dialog with a grid will be shown that shows which records have a mismatch. By clicking the Take action button, the selected records will be modified in relation to the corresponding stage's 'Active' value.

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Example - Stage group setup allowed update stages

The Check if there exist stage updates on work order stage groups diagnostic validation rule evaluates if work order stage groups have no selected stage updates (screenshot 01) when at least two stages have been selected (screenshot 02).

As shown in the screenshots in question, in this situation, 'Optimize stage updates on work order stage groups' optimization opportunity in the 'All opportunities' form will be raised, as shown in screenshot 03 below.

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