- EAM for Business Central
- Getting Started
- Assets
- Work Orders
- Scheduling Board
- Counters
- Measurements
- Failure Reporting
- Downtime
- Inventory
- Purchasing
- Documents
- Dimensions
- Requests
- API
Setup
Introduction
Work Order Setup describes the setup tasks to be completed before you can create and manage Work Orders and Work Order Plans in EAM-BC.
- Prerequisite
You have installed a valid license for Enterprise Asset Management (EAM-BC) for Business Central.
- Audience
- Sysadmin, Maintenance Manager
Work Order Priorities
Set up Work Order Priorities to define which Work Orders are more important to complete first.
We recommend the following priorities:
- 1-Critical
- 2-High
- 3-Medium
- 4-Low
These priority codes ensure that your Work Order Priorities are readable and that Asset Technicians can sort Work Orders by priority.
- On your role center, select Work Orders Setup > Work Order Priorities.
- Select the New button.
- Enter a Code, which is the unique code or ID for the Work Order Priority.
- Enter a Description.
- Select the Default check box for the priority that should be used as default on new Work Order Plans.
Work Order Priorities are used on several pages in EAM-BC, for example:
- Work Order Plan (list and card)
- Work Order (list and card)
- Posted Work Order (list and card)
Work Order Categories
Use Work Order Categories to divide Work Orders into different job types such as inspection, cleaning, lubrication, and replacement.
Work Order Categories are set up on Work Order Plans.
- On your role center, select Work Orders Setup > Work Order Categories.
- Select the New button.
- Enter a Code, which is the unique code or ID for the Work Order Category.
- Enter a Description.
- If required, you can activate the Default toggle button for the category that should be automatically selected when you create a new Work Order Plan. You can change the default selection, if required.
- If required, select a Priority Code for the work order category.
- You can enter instructions for the category in the Default Instructions field.
Default Frequencies
Set up Default Frequency on a Work Order Category to determine how often Work Orders should be generated from the Work Order Plan.
- In the Frequency Type field, select "One-off" to set up generation of Work Orders only once, and add a Description. On the Work Order Plan, you select the date for Work Order generation.
- In the Frequency Type field, select "Calendar" to set up a recurring schedule line for creation of Work Orders.
- Add a Description. If required, this description can be changed by the user during scheduling of Work Orders.
- Select the Schedule Exists field to open the Recurrence Schedule card. You can also open that card by selecting the Manage button > Recurrence Schedule.
- In Recurrence Schedule > General section, insert Recurring Start Time and select a Start Date and, if required, an End date.
- Select one of the buttons Daily - Weekly - Monthly - Yearly to specify recurrence, and fill out the related fields.
- Select OK to save the recurrence setup.
- If you want to delete an frequency line, select the line, then select Manage > Delete Line and confirm deletion.
Default Items
Set up Default Items to be related to a Work Order Category. The items selected in this list will appear on a Work Order Plan when the Work Order Category is assigned to the plan.
- Select an item in the No. drop-down. The Description and Unit of Measure Code fields are automatically filled out.
- You can also add an item by selecting Manage > Add Items. Then select the item and OK in the Items list.
- Insert expected quantity to be used in the Estimated Qty. field.
- If you want to delete an item line, select the line, then select Manage > Delete Line and confirm deletion.
Default Resources
Set up Default Resources to be related to a Work Order Category. The resources selected in the list will appear on Work Orders created from a Work Order Plan that uses this category.
- Select a resource in the No. drop-down. The Description and Unit of Measure Code fields are automatically filled out.
- You can also add a resource by selecting Manage > Add Resources. Then select the item and OK in the Items list.
- Insert expected hour quantity for the resource in the Estimated Qty. field.
- If you want to add a Work Type to the resource, select the Work Type field on the resource line, and select a Work Type in the list. You can also add a work type by selecting Manage > Add Work Type.
- If you want to delete a resource line, select the line, then select Manage > Delete Line and confirm deletion.
Below you see three screenshots showing an example of a Work Order Category.
In the Default Frequency section, no dates are shown in the Next Date Calculation fields because no Work Order planning has been created yet for this Work Order Category.
Refer to Test Cases below for more step-by-step procedures on how to set up and create Work Order Categories.
Set up Default Category Code
Data Requirements
- At least two Work Order Categories exist.
Steps 4
Click on the magnifier in the corner.
Put in 'Work Order Categories' in this window.
Click on Work Order Categories visible in Go to Pages and Tasks area.
Click on Default check box in the row with Work Order Category which will be set up as the default one.
Expected
The user can set up the existing Work Order Category as the default one.
TopCreate a Category Code with default Frequency
Data Requirements
- At least one Priority Code exists.
Steps 26 expand
Click on the magnifier in the corner.
Put in 'Work Order Categories' in this window.
Click on Work Order Categories visible in Go to Pages and Tasks area.
Click on New.
Put in data in Code field and press Enter.
Put in data in Description field and press Enter.
Click on the arrow visible in Priority Code field.
Choose Priority Code from the list by clicking on it.
If this Work Order Category code must be the default one - click on Default checkbox.
Go to Default Frequency FastTab and click on it.
Click on One-off in Frequency Type column in the first row.
Choose frequency from the list.
If One-off is chosen - go to steps 14 - 17.
If Calendar is chosen - go to steps 18 - 26.
Click on Description field in the same row.
Put in description and press Enter.
Put in value in this field and press Enter.
Go back.
Click on No visible in Scheduled field in the same row.
Click on the ellipsis button (on the top of the window) - only when Daily, Weekly, Monthly, Yearly options are not visible.
Choose proper value from visible (Daily, Weekly, Monthly, Yearly).
Click on the icon of a calendar in Start Date field.
Choose the date.
Click on the icon of a calendar in End Date field.
Set up other options.
Click on OK to confirm.
Go back.
Expected
The user can create the new Work Order Category with default Frequency.
TopCreate a Category Code with default Items
Data Requirements
- At least one Maintenance Item exists.
- At least one Priority Code exists.
Steps 16 expand
Click on the magnifier in the corner.
Put in 'Work Order Categories' in this window.
Click on Work Order Categories visible in Go to Pages and Tasks area.
Click on New.
Put in data in Code field and press Enter.
Put in data in Description field and press Enter.
Click on the arrow visible in Priority Code field.
Choose Priority Code from the list by clicking on it.
If this Work Order Category code must be the default one - click on Default checkbox.
Go to Default Items FastTab and click on it.
Click on Manage next to Default Items caption.
Click on Add Items.
Choose one or more items from the list.
Click on OK.
Estimated Qty. can be specified for items in the table by filling proper fields.
Go back.
Expected
The user can create the new Work Order Category with default Items.
TopCreate a Category Code with default Resources
Data Requirements
- At least one Resource exists.
- At least one Work Type exists.
- At least one Priority Code exists.
Steps 18 expand
Click on the magnifier in the corner.
Put in 'Work Order Categories' in this window.
Click on Work Order Categories visible in Go to Pages and Tasks area.
Click on New.
Put in data in Code field and press Enter.
Put in data in Description field and press Enter.
Click on the arrow visible in Priority Code field.
Choose Priority Code from the list by clicking on it.
If this Work Order Category code must be the default one - click on Default checkbox.
Go to Default Resources FastTab and click on it.
Click on Manage next to Default Resources caption.
Click on Add Resources.
Choose one or more resources from the list.
Click on OK.
Work Type can be added to each resource in the table by clicking on Work Type field in the proper row.
Choose Work Type from the list.
Estimated Qty. can be added by specifying it in the proper field.
Go back.
Expected
The user can create the new Work Order Category with default Resource.
TopCreate a Category Code with default Expenses
Data Requirements
- At least one Expense exists.
- The check box with Expenses on Plan is marked in the Asset Management Setup.
- At least one Vendor exists.
- At least one Priority Code exists.
Steps 18 expand
Click on the magnifier in the corner.
Put in 'Work Order Categories' in this window.
Click on Work Order Categories visible in Go to Pages and Tasks area.
Click on New.
Put in data in Code field and press Enter.
Put in data in Description field and press Enter.
Click on the arrow visible in Priority Code field.
Choose Priority Code from the list by clicking on it.
If this Work Order Category code must be the default one - click on Default checkbox.
Go to Default Expenses FastTab and click on it.
Click on Manage next to Default Expenses caption.
Click on Add Expenses.
Choose one or more expenses from the list.
Click on OK.
Vendor No. can be added by clicking on the proper field in the proper row.
Choose Vendor from the list.
Estimated Qty. can be added by specifying it in the proper field.
Go back.
Expected
The user can create the new Work Order Category with default Expense.
TopWork Types
Use Work Types to describe different job types on a resource line, for example, inspection, cleaning, and repair.
Work Types are selected on Resource lines on a Work Order. You can set up resource allocation on a Work Type, and apart from a resource, you can specify, for example a specific Asset Location or Asset Category on a resource allocation line.
A Work Type may include a color code, which is used to visually identify the Work Type of a Work Order. Color codes are only relevant is you use the Scheduling Board module, which is installed as a separate app in EAM-BC.
Refer to the Test Case below for step-by-step instructions on how to create a Work Type.
TopCreate Work Types
Steps 6
Search for and select 'Work Types'.
Select New.
Enter a Code for the Work Type.
Enter a Description for the Work Type.
In the Unit of Measure Code field, select a unit that corresponds to the Work Type.
If required, select a Color for the Work Type. Color codes are used in the Scheduling Board module.
Expected
The user can create a Work Type.
TopWork Order Waiting Reasons
Use Work Order Waiting Reasons to mark Work Orders as waiting and apply a reason, to be shown on the Work Order.
Examples of Waiting Reasons:
- Waiting for spare parts
- Waiting for subcontractor
You can add or edit Waiting Reasons in two ways:
- On the Work Order Card, select the Waiting Reason drop-down, or you can just enter a name for a waiting reason in the field because this field also works as a free-text field. If you enter free text, the waiting reason is not added to the Work Order Waiting Reasons list.
- Open the Work Order Waiting Reasons list (see procedure below).
You can only add a Waiting Reason on a Work Order Card if the Work Order Status is "Waiting".
- On your role center, select Work Orders Setup > Work Order Waiting Reasons.
- Select Select the New button.
- Enter a Code, which is the unique code for the Waiting Reason.
- Enter a Description.
Measurement Units
Set up Measurement Units to be used when you create registrations on Measurement Equipment in your production facility.
The Measurement Units required depend on the measurement equipment installed in your work area. Examples are equipment measuring temperature (Celsius, Fahrenheit), pressure (Pascal, Pound-force per square inch), and air quality (ppm, ppb, µg/m3).
One Measurement Unit can be used on many measurement registrations.
- On your role center, select Actions section, select Work Orders Setup > Measurement Units.
- Select the New button.
- Enter a Code, which is the unique code for the Measurement Unit.
- Enter a Name for the Measurement Unit.
In the Measurement Journal, Measurement Units indicate the unit for the measurement for each reading.
TopExpense Categories
Expense registrations can be created as part of consumption registration on a Work Order. Expense registrations are logged on the Asset that the Work Order was created for. When you create expense registrations on a Work Order, you must select an expense category.
Set up the Expense Categories you want to be available for employees when they create expense registrations on Work Orders.
- On your role center, select Expenses > Expenses.
- Select Expenses.
- Select New.
- Enter an expense ID in the No. field and a related description in the Description field.
- Select an expense Type.
- Select the Type No. that relates to the selected expense type. The Type Description and Unit of Measure Code fields are automatically filled out based on your selection in the Type No. field.