Items/Spare Parts on Assets
Introduction
Get an overview of the maintenance items/spare parts used on an Asset.
- Prerequisites
Items have been set up in D365BC.
- Audience
- Maintenance Manager, Technician
Video: Item Planning
Asset Items
The Asset Items list contains a list of Assets and related Maintenance Items. From the list you can open Asset Cards and Item Cards to see more details. One Asset can be related to several Maintenance Items, and a Maintenance Item can be used on several Assets.
When Maintenance Items are set up on Assets, it is easy to get an overview of which spare parts to use on your Assets and order the correct items for your maintenance jobs. It's also possible to register alternative items, which is useful if preferred spare parts are not available from your supplier.
- Select an Asset line and Related > Asset Card or Item Card to view information about the Asset or related item.
- You can also open Asset Cards and Item Cards by selecting the Asset No. link or the Item No. link in the list and Open.
The Asset Card contains detailed information about the Asset. If Maintenance Items are related to an Asset, they are shown in the list in the Items section.
The Item Card contains detailed information about the Item.
Categorize an Item as a Maintenance Item
- On the Item Card > Maintenance FastTab, activate the Maintenance Item toggle button.
- In the Used by Assets field, the number of Assets that use item is shown.
Refer to Microsoft documentation for more information about how to create new items in D365BC: Register New Items.
Add a Maintenance Item to an Asset
You can add one or more maintenance items to the same asset.
- Open an asset card in edit mode.
- In the Items section, select Manage > New Line.
- Select the item in the Item No. field. Related information is automatically inserted.
Maintenance Items
The Maintenance Items list contains a list of all items that are set up as Maintenance Items. You see detailed information on each item in the list.
- On your role center, select Items > Maintenance Items to open the list.
- To open an item card, select the link in the No. column in the list.
- On the item card, select the Maintenance FastTab to see Maintenance Item setup.
- The Maintenance Item toggle button is activated (shown in green color) when an item is set up as a Maintenance Item.
- If you use Dynaway Safe Work > Risk Assessment module, you can select a Risk Assessment in the Risk Assessment No. field. This means that the hazards and precautions included in the Risk Assessment will automatically be transferred to a Work Order that uses this Maintenance Item. If you have selected a Risk Assessment, you can select Related > Active Risks on the Item Card to see the list of hazards and precautions that are included in the Risk Assessment.
- In the Used by Assets field, you see the number of Assets that uses this item as a Maintenance Item.
- In the Qty. on Work Order field, you see the quantity added on Work Order and Round Order item consumption lines, which are not yet posted.
- In the Qty. on Work Order Plan field, you see the quantity added on Work Order Plan item consumption lines for released Work Order Plans.
- In the Qty. on Round Plan field, you see the quantity added on Round Plan item consumption lines for released Round Plans.
One Asset can be related to several maintenance items, and a maintenance item can be used by several Assets.
Refer to Asset Items to view a list of Assets and the related items.
Refer to Microsoft documentation regarding the setup of inventory items in D365BC: Setting Up Inventory.
Refer to Test Cases "Creating Maintenance Items" and "Add Items to Asset" below for step-by-step procedures on how to work with Maintenance Items.
Creating Maintenance Items
Steps 6
On your role center, select Items > Maintenance Items.
Select New.
Select the Item link. A new Item Card opens.
On the Item FastTab, enter a description of the item in the Description field.
On the Cost & Posting FastTab > VAT Prod. Posting Group field, select a posting group. If required, select the Select from full list link to see all options.
On the Maintenance FastTab, select the Maintenance Item toggle button to activate it. The button should be shown in green color.
Expected
The user can create an item an set it up as a Maintenance Item.
Add Items to Asset
Data Requirements
- At least one Item marked as a "Maintenance Item" exists.
Steps 4
On your role center, select Assets > Assets.
Select an Asset in the list by selecting its Nos.
On the Asset Card > Items FastTab, select the Item No. field.
Select the Item. The Item No. and Item Description fields are filled out.
Expected
The user can add items/spare parts to an Asset.
Add Items to Asset Categories
On the Asset Category Card, you can set up default maintenance Items that are typical for assets included in this category.
These items are automatically applied to the asset (as asset items) when the asset category is specified on an asset.
Assign items to an asset category
- Assign items to an asset category by searching for and selecting Asset Categories.
- Select the Asset Category you want to add items to.
- On the Asset Category Card, go to the 'Items' tab and put in the information for the items you want to add. See an example in screenshot 01.
Edit and update items on asset categories
On the asset category card, you can find an action to Update Items on Assets on all assets with this category.
- When making changes to the maintenance items included in an asset category, or add new ones, use the action Update Items on Assets. See screenshot 02.
- If you delete an item before clicking the button, you will see a pop-up asking you whether you want to delete the items that are inherited from the category. See screenshot 03. If you select yes, the items will be removed. If you select no, the items will remain on the asset(s).
