The primary elements of Enterprise Asset Management (EAM-BC) for Microsoft Dynamics® 365 for Business Central (D365BC) are Assets and Work orders.
An Asset is any type of equipment, for example, a machine, machine part or vehicle, which requires maintenance, inspection, or repair.
Setup for Assets is completed.
Asset lists show a list view of Assets and display various Asset details.
From the Asset list, you can perform actions directly from the selected row. You just need to select the three dots in the selected row which opens a context menu with all available actions for this asset. For example, if the asset is virtual (you can't create a Work Order for virtual assets) you will see that the 'Create Work Order' action is disabled.
You can also easily check the number of assets based on a special filter (per: Category, Condition, Location, or Status). To do this, you need to change All (visible in the toolbar) to any other prepared option. E.g. if you choose 'Assets per Condition', a list opens with conditions on assets such as numbers of assets, active work orders, overdue work orders, etc.
This procedure applies to all Asset lists.
An Asset is any type of equipment, for example, a machine, machine part or vehicle, which requires maintenance, service, or repair. The Asset card contains various data to describe and categorize the Asset.
An Asset card is created for each Asset. The Asset card contains various data to describe, categorize, and log information on the Asset. When maintenance or service jobs are required to keep your Assets in good working condition, you create Work Orders for the Assets. You use a Work Order to manage information and register tasks, which are related to the maintenance job you perform on an Asset.
Asset Managers use the Asset card to create and maintain Asset data.
Asset Technicians use the Asset card to look up information about the Asset, for example, status (new, active, scrapped), condition, and related documents.
Some assets are parents to other assets. To get easy access to all children of an asset whose card is open, use the Asset Children tab. This tab is hidden by default but you can show it using personalization.
From this tab, you can open the Asset Card of any selected asset from the list, or just easily and quickly create an asset that will be a child of the current asset.
Note, from the list you can only view children of the asset. If any asset from the list has its own children they will not be visible from the list.
In your role center, select an Asset tile.
In the Asset list, select a link in the No. column to open an Asset card.
The Asset card is divided into sections to give you a quick overview of Asset information.
If you want to edit an Asset card, select the pencil button at the top of the page.
The data and edit options available to you depend on your role setup in D365BC.
From the action bar at the top of the screen, you may be able to edit or view more information about the Asset.
An Asset Template saves time when you create many Assets. Use Asset Templates to create Assets that contain identical setup, for example, the same values for Status, Condition, and Asset Location codes.
Based on the template setup, one or more fields on an Asset Card are automatically filled out.
You can
If you create one Asset Template, new Assets automatically use that template.
If you create several Asset Templates, a template list is shown when you start to create an Asset, and you select the relevant template.
If you are creating an Asset that does not apply to a particular template, select a template, then edit the predefined fields as you require.
Refer to Test Case section Work with Asset Templates below for related step-by-step procedures.
Refer to standard D365BC documentation regarding how to Work with Dimensions.
Press Alt+Q on your keyboard.
Enter "asset temp" in the search field.
Select Asset Templates.
Select New.
Enter a Code.
Enter a Description.
Activate the Virtual Asset toggle button if you want to create virtual Assets from the template.
Select a Status Code.
Select a Condition Code.
Activate the Critical toggle button if you want to label assets you create from the template as critical Assets.
Select a Category Code.
Select a Manufacturer Code.
Enter a Model Number.
Select a parent Asset in the Parent No. field.
Select an Asset Location Code.
The user can create an Asset Template.
Press Alt+Q on your keyboard.
Enter "asset temp" in the search field.
Select Asset Templates.
Select New.
Enter a Code.
Enter a Description.
Select Copy Template.
Select the template you want to copy.
Select OK.
The user can create an Asset Template based on an existing template.
Press Alt+Q on your keyboard.
Enter "asset temp" in the search field.
Select Asset Templates.
Open a template by selecting its Code field.
Select Dimensions.
Select a dimension in the Dimension Code field.
Next steps are standard D365BC functionality.
You can add dimensions to an Asset Template.
Asset Template card can specify a No. Series (optional) for use on Assets created from the current Asset Template. When creating a new Asset with this Asset Template, the chosen No. Series will be used on the resulting Asset.
From your role center, you can create a new Asset in different ways:
The Asset Card page opens.
Refer to Test Cases below for more step-by-step procedures on how to work with Assets:
Go to Assets > Assets
Select New.
Enter the data in Description field.
Press Enter.
Select the arrow in Status Code field.
Select Status Code from the list.
Select the arrow in Condition Code field.
Select Condition Code from the list.
Select the arrow in Category Code field.
Select Category Code from the list.
Select the arrow in Asset Location Code field.
Select Asset Loation Code from the list.
The new Asset is created.
No. should be created automatically and its value depends on the last Asset in the database.
Go to Assets > Assets
Select New
Fill the field Description
Click on the field with Asset No.
Select Status Code
Select Condition Code
Turn on the check box Virtual Asset
Confirm change.
New Asset as a Virtual Asset is created.
No. should be created automatically and its value depends on the last Asset in the database.
Go to Assets > Assets.
Choose an Asset from a list by clicking on its Nos.
Find Asset Picture in FactBoxes.
Click on the arrow next to Asset Picture.
Click on Import.
Click on Choose.
Choose the file.
The user can set a picture of an Asset.
Go to Assets > Assets.
Choose an Asset from a list by clicking on its Nos.
Find Asset Picture in FactBoxes.
Click on the arrow next to Asset Picture.
Click on Import.
Click on Yes.
Click on Choose...
Choose the file.
The user can change a picture of an Asset.
Go to Assets > Assets.
Select the Asset from the list.
Find Asset Picture in FactBoxes.
Select the arrow next to Asset Picture.
Select Take.
Take a picture.
Select Use.
The user can take a picture with a mobile device and set up the picture as Asset Picture.
Go to Assets > Assets.
Choose an Asset from a list by clicking on its Nos.
Find Asset Picture in FactBoxes.
Click on the arrow next to Asset Picture.
Click on Export.
The user can download an existing picture of the Asset.
Go to Assets > Assets.
Choose an Asset from a list by clicking on its Nos.
Find Asset Picture in FactBoxes.
Click on the arrow next to Asset Picture.
Click on Delete.
Click on Yes.
The user can delete the existing picture of the Asset.
You can copy an Asset to create one or more new Assets.
You can easily set the location for an Asset when you are located next to the Asset with the EAM-BC app running on a mobile device or in a browser on a laptop.
Set Asset Location in EAM-BC on a mobile device:
Set Asset Location in EAM-BC from a browser on a laptop:
You can also set location on an Asset from a Work Order. On the Work Order Card, you select Process > Update Asset Geolocation.
You can view and edit Asset location on mobile and desktop apps. Refer to Test Cases below for step-by-step instructions on how to
Go to Assets > Assets.
Select an Asset from a list by clicking on its Nos.
Select Show Location on Map.
Select This address and OK.
Return to the Asset Card.
Select Show on Map.
The user can see location details for the selected Asset.
Go to Assets > Assets.
Select an Asset from a list by clicking on its Nos.
Go to the Location FastTab.
Change values in the Latitude, Longitude, and Level fields.
The user can change the default values (from the Asset Location Code) of GPS Coordinates.
1 | About assets. An asset is any type of equipment, for example, a machine, building or vehicle, which requires maintenance and repair. You manage maintenance work for assets by creating [Work Orders](?page=70479598 "Opens the list of work orders.") for them. |
2 | Asset No. is set automatically. Identification of your asset. An asset can be related to a parent asset. In the asset tree, you can get an overview of the parent-child asset hierarchy. |
3 | Asset hierarchy in tree view. Show the selected assets in the tree view. You expand a tree to show various data related to the asset, for example, work order plans and related work orders, resources, items, and many more. |
1 | About asset card details. The Asset card contains various data that describes, categorizes, and logs information on the asset. When a work order is created for an asset, asset details are automatically transferred to the work order. All registrations related to an asset are available in logs and entries lists. |
2 | Set up a fixed asset relation. You can map an asset to a [Fixed Asset[?page=5601 "Opens the list of fixed assets.) to manage costs the fixed asset. Several assets can be mapped to one fixed asset. |
3 | Counters on the asset. Mount a counter on an asset to register, for example, production hours or quantity produced. [Counters](?page=70479611 "Opens the list of counters.") are used to create reactive maintenance work orders based on counter readings. |
4 | Manage spare parts on assets. [Items](?page=31 "Opens the list of items.") can be set up as maintenance items, and you can add maintenance items to an asset to ensure that you order the correct spare parts for your maintenance work. One asset can be related to several maintenance items, and a maintenance item can be used on several assets. |