Use Work Order Plans to create Work Orders for an Asset. Work Order Plans are based on a predefined time frame, or Counter or Measurement readings.
Examples of Work Order Plans are weekly inspections (calendar-based) and maintenance jobs required after 5,000 running hours (counter-based).
A Work Order Plan can only have one Asset. You can create a copy of a Work Order Plan to be used on other Assets.
A Work Order Plan can only have one open Work Order at a time.
You have set up Assets, Counters, and Measurement equipment.
|1||About work order plans. Use **Work Order Plans** for preventive and reactive maintenance planning on assets.|
|2||Change status on several work order plans. Multi-select a number of work order plans and update their status in one go. You can release, reopen, or close the selected work order plans.|
|3||Work order details. Open the latest work order created from the work order plan.|
|4||Ledger entries and posted work orders. Get an overview of closed work orders related to the work order plan, or open the list of ledger entries to see consumption on open and closed work orders created from the plan.|
To see a list of Work Order Plans, select Work Orders > Work Order Plans on your role center, or search for and select Work Order Plans. In the Work Order Plans list, you find a filter in the upper-left corner of the screen. The default selection of the filter is "All". In the filter,
Frequencies define how often Work Orders are created from the Work Order Plan. Frequencies may be automatically transferred from the selected Work Order Category, but you can also add frequencies manually. You can add multiple frequencies to the same Work Order Plan, if required.
There are four types of frequencies:
When you start calculating Work Orders from a Work Order Plan, the Work Order number from the latest open Work Order is shown in the Current Work Order No. field on a frequency line.
You can create a one-off frequency to quickly solve a problem on an Asset, which requires urgent attention. As the name indicates, a one-off frequency line is meant to be used as a one-time event with no recurrence schedule.
You can only add a Counter frequency line if the Asset selected on the Work Order Plan has a Counter installed.
You can only add a Measurement frequency line if the Asset selected on the Work Order Plan is related to a Measurement.
Work Order Sequences are used in situations where you have dependency between Work Order Plans. You can use either Work Order Sequences or Work Order Frequencies on a Work Orders / Work Order Plans but not both.
Work Order Sequences allow Work Order Plans to be triggered in a specified sequence ("first clean, then calibrate the machine").
Work Order Sequences keeps track of what kind of sequence we want to trigger the next time ("Small service when the machine has 500 running hours, full service when the machine has 1000 running hours").
Work Order Plans to be triggered in a specified sequence ("first clean, then calibrate the machine").
Work Order Sequences allow technicians to coordinate work ("first person A lifts the lid, once that has finished, person B can do the repair").
Work Order Sequences has two triggers.
You can only select items that are in stock.
|1||About work order plan details. Use **Work Order Plan** to create [Work Orders](?page=70479598 "Opens the list of work orders.") for an asset. Plans are based on a predefined time frame (preventive maintenance), or [Counter](?page=70479611 "Opens the list of counters.") or [Measurement](?page=70479628 "Opens the list of measurements.") readings (reactive maintenance)|
|2||Calculate work order plan. When you calculate a work order plan, you create a work order based on the plan. Frequencies, resources, and items are automatically transferred to the work order.|
|3||When do want to create a new work order. You set up frequencies to calculate how often you want to create a new work order from the plan. Frequencies may be automatically transferred from the work order category, but you can also manually add frequencies of type _Calendar_, _Counter_, _Measurement_, and _One-off_.|
|4||Work order simulation. After you have run a work order simulation, you can see a list of simulated work orders, based on the setup of the work order plan. This is useful information to predict the resources and items required for future work orders.|
You can add resources and related work hours to a Work Order Plan. Resource lines are automatically transferred to the related Work Order.
When you create a new Work Order Plan, it has state "Open".
There are three states for a Work Order Plan:
When the Work Order Plan is ready to be used for creating Work Orders, select Release > Release. In the "Released" state, you can create Work Orders from the Work Order Plan.
If you need to update a Work Order Plan that has been released, select Release > Reopen on the plan. Status changes to "Open", and you can edit the plan. When you're done editing, remember to release the Work Order Plan again by selecting Release > Release.
If a Work Order Plan is no longer required, select Release > Close on the plan.
You can delete a Work Order Plan if the plan is in state "Open" and no ledger entries are related to it, meaning you have not posted item/resource/expense registrations on related Work Orders. If you want to delete a Work Order Plan, select Work Orders > Work Order Plans, or select the Open Plans tile on your role center. Select the Work Order Plan in the list > Manage > Delete to delete the plan.
If required, you can batch Release Multiple Work Order Plans. In the lists:
you can change the state of multiple Work Order Plans at a time.
In a list, select the Work Order Plans that you want to change to the same state. Select Batch Release, and select the state you want to use on the plans.
You can copy a Work Order Plan to quickly create plans for other Assets.
When you calculate a Work Order Plan, you create a Work Order based on the plan.
You can only have one active Work Order per Work Order Plan. An Asset Technician or Asset Manager must post and close a Work Order before you can create a new Work Order from the same Work Order Plan.
If you want to create Work Orders for more Assets than just the one selected on your Work Order Plan, use the filters in the Calculate Work Orders window (refer to step 3 in the procedure above). You can enter different filter criteria in a Work Order calculation to include several Assets. Select the Filter link to select other filters.
Example: If you enter "25..50" in the Asset field, the Work Order calculation includes Assets nos. 25 through 50.
Refer to Microsoft documentation to learn more about filter criteria in D365BC: Sorting, Searching, and Filtering.
Work Orders are only created for Assets that match the frequency setup in the selected Work Order Plan.
|1||Control your workload. Be in control of your workload by reviewing your maintenance plans before they are accepted.|
|2||Start work order planning. Start work order planning by pressing 'Calculate Plan'. All upcoming work order plans are now listed - and each of them can be modified / postponed / deleted before the coming plan is carried out.|
|3||Planned Date. 'Planned Date' shows when the work order shall be executed. If a work order plan line was postponed, then ''Original Planned Date'' tells the original planned date.|
|4||Commit the work order plan. Mark 'Accept Action Message' for each work order plan line that you want to carry out and press 'Carry Out Action Message...'. Work order(s) is/are now created|
|5||Why do I see this Work Order Plan Line?. What triggered this work order plan line? 'Frequency Type' answers that question. Work order plans can trigger because they have a _Calendar_, _One-off_, _Counter_, or other frequency.|
Use standard D365BC functionality to set up a job queue (batch job functionality), which will automatically create Work Orders from your Work Order Plans.
For more information on how to set up the job queue for automatic creation of Work Orders, refer to Microsoft D365BC documentation: Use Job Queues to Schedule Tasks.
Use Work Order Consumption Control to compare estimates on Work Order Plans and Round Plans to actual consumption registrations on posted Work Orders and posted Round Orders. This functionality provides valuable feedback for maintenance planning, giving you insight into possible estimate updates required on your Work Order Plans and Round Plans.
To open the Work Order Consumption Control card, search for and select "Work Order Consumption Control".
At the top of the Work Order Consumption Control card, you can set up Date Filters if you want to see data for a specific period. Leave those fields blank to view data for the entire period.
You can specify filters to perform consumption control on
Also, regarding consumption registration lines, you can specify filters for:
The screenshots below show examples of Consumption Control filters based on a Work Order Plan (Screens 01+02) and an item (Screens 03+04). In Screens 02 and 04 the Group by Work Order toggle button is activated, meaning you get a detailed view to examine each consumption registration line included in your filter.
The detailed view you get by activating the Group by Work Order toggle button may provide an entirely different perspective for your consumption control analysis. Refer to Screens 03+04 below where Screen 03 may give you an idea that everything works according to plan, but in the detailed view you see differences in estimate vs. actual on different Work Orders.
The result of comparing estimates to actuals is shown in the % Difference field, and there are four possible outcomes when you analyze your data:
Activate the Show Only Difference toggle button to remove lines showing "0.00%". This way you can concentrate on analyzing the differences.
If you want to see more details for a posted Work Order or Round Order, select the registration line in the grid, then select one of the Open... buttons above the grid. The buttons available depend on your filter selections.
Note that you can also open Work Order Consumption Control from
by selecting History > Consumption Control on the card. This will show filtered Consumption Control data, based on the card you come from.
Refer to Work Order Ledger Entries if you want to examine consumption registration lines in further detail.