Counters are used to create registrations on an object regarding, for example, number of hours in operation, or the number of quantities produced.
If the counter type selected for a counter is set to inherit counter values (Enterprise asset management > Setup > Object types > Counters > General FastTab > Inherit counter values toggle button set to "Yes"), then, when you create a new counter line of that type, every sub object that uses the same counter type is automatically updated.
In All objects, you create hours or quantity counter registrations on an object, based on your readings on the object.
If you physically install a new counter on an object, you need to register the change on the object in Object counters. Next, you must create two registration lines with identical timestamps, and on the line regarding the new counter, you select the Counter replaced check box. When you create the two registration lines, the first line must be for the counter that you are replacing. In the Totals field, the total count number is the sum of the counter total of all registered values on that counter type.
If the Counter replaced check box is selected on an object using a maintenance sequence with a "Once from..." or "Once reached..." interval type, the counter is still active on the new counter line because you create a separate counter line and start over with a new counter.
If you need to make counter registrations on several objects, that can be done in Enterprise asset management > Inquiries > Objects > Object counters.
You can set up a range to define deviations in manual counter registrations, and the type of message that should be displayed if registrations are outside the defined range. Refer to the Counters section regarding setup of counters.
In the previous section, manual registration of object counters is described. Setup of object counters is described in the Counters section.
Counter values can also be automatically updated from production registrations, based on production hours or production quantity. This is done in Update object counters. You can update one or several objects by selecting one parameter, From date. This parameter specifies the start date for production registrations (hours or quantity produced), meaning the start date from which counter values should be updated.
All objects that are related to a resource and have object counters, which are set up to be updated based on produced quantity or production hours, will be included in an automatic update, and new counter values will be created.
Regarding counters based on production quantity, good quantity as well as error quantity registered are included in the count. If the unit used for produced quantity registration is different from the unit used on the counter, quantity is converted to correspond with the counter unit.
As mentioned above, automatic counters can be updated from production registrations. Therefore, the object for which you want to automatically update counters must be related to a resource (machine). The following descriptions provide an overview of the setup and processing of production orders (in the Production control module), which is used as a basis for automatic update of counters on an object in the Enterprise asset management module.
When produced quantities or production hours have been registered on the resource, you can update the related object counters.
The date in this field is the "work in progress" date from Route transactions (Production control > Inquiries and reports > Production > Route transactions > Physical date field)
In Object counter totals, you can get an overview of the latest registration made on all counter types on all objects. Click Enterprise asset management > Inquiries > Objects > Object counter totals. The view is very similar to Object counters, but you cannot add or edit registrations in Object counter totals. It is for overview only.
It is still possible to create manual counter value registrations for counter types that are automatically updated. Refer to the Manual Update of Object Counters section for more information.
You can set up counters related to another counter, which means that when a counter is updated, related counters are automatically updated at the same time. Refer to the Counters section regarding setup of related counters.
Checklists are set up on job types and used when you work on a work order. Filling out checklists is part of completing a work order. See the Job Groups and Job Types, Variants, Trades, and Checklists section for more information on how to set up checklists on job types in the Job type setup detail view.
When you work with checklists on a work order, you can fill out the predefined checklists that are related to job types. It is also possible to add additional checklists.
When you have completed a checklist line, select the Checked check box to mark the line as completed. If you want to discard a checklist line because it is not relevant for the work order line, select the N/A check box on the line. If a checklist line is marked Mandatory, you must mark it as either "Checked" or "N/A".
You can only update checklist registrations if the work order is in an Active stage.
In the left side of the view, on the work order line, the Checks field informs you of the number of checklist lines to be completed. Note that a checklist line of type "Header" is not included in the count because "Header" is used to divide a checklist into different sections. A header line is not a check that you need to complete.
Checklists are created from the definition on the job type setup and transferred to a work order line. If required, you can add checklist lines to a work order line. Manually added checklist lines get the reference "Manual".
In the Checklists, you cannot delete checklist lines with the reference "Job type". You can only delete checklist lines with the reference "Manual", which you or other workers have created manually.
You can create production stops on the object selected on a work order. This is useful if you want to register production stop on one or more machines in the production area. First, you create the production stop types that you want to use, for example, breakdown and planned stop. This is done in Production stop types. Next, you can create production stop lines in Production stop and add the relevant production stop types.
The calendar used to calculate a production stop depends on your selection in the setup of objects and parameters. If a resource is selected on an object in All Objects > Asset FastTab > Resource field, the calendar set up for the associated resource group is used.
If no resource is selected on the object, the standard calendar selected in the Enterprise asset management parameters form is used.
Click Enterprise asset management > Inquiries > Production stop to see an overview of all production stops.
All calendars used in the Enterprise Asset Management module are set up in Organization administration > Setup > Calendars > Calendars.
When you have created the production stop types you want to use, you can create production stop lines for work orders and objects.
You can add faults set up in the fault designer to a work order. The object selected in the work order must contain object types that have one or more fault records connected to it. Read more about setup in the Fault Management section.
In the Object faults list, you can get an overview of all faults registered on objects.
Click Enterprise asset management > Inquiries > Object fault > Object faults to open the list.
From the All objects list page, you can print an object fault report displaying all fault registrations as well as a graphic overview of fault statistics.
You can also print a fault report for several objects or object types by clicking Enterprise asset management > Reports > Objects > Object fault.
You can generate a work order report that shows detailed information about a work order. It is possible to select one or several work orders to be displayed in the report.
Below you see an example of how parameters can be set up, and a related work order report (2 pages). At the top of page 1, you see work order information. Then, for each work order line, two pages with detailed work order line information are shown.
When a maintenance job has been completed on a work order, the next step is to make consumption registrations and post the journals. You can make registrations on the following consumption types: Hours, items, and expenses. The different consumption types are registered and posted in the Journal form. The journal setup in Enterprise Asset Management is used for creating and posting separate journals for hours, items, and expenses in Project management and accounting.
You may be able to add or delete forecast lines on a work order. The setup of a work order stage, the related project type, and the stage rules related to the project type determine if you are able to add or edit journal lines. Read more about work order stages and related project stages in the Integration to Project Management and Accounting chapter.
It is possible to set up automatic posting of journals on a work order stage. Refer to the Work Order Stages section for more information.
You may find the list of items on the Spare parts and Object BOM tabs useful if, for example, the work order was created due to a breakdown or another unplanned event. In that case, an item forecast may not be related to the work order.
In the Show field placed at the top of the form, select which journal lines you want to see: All, Not posted, or Posted. Posted journals have a check mark in the Posted check box.
When item lines are created in the work order journal, product dimensions and tracking dimensions related to the item are automatically transferred to the journal line.
If a work order contains several work order lines, you can register work hours using the Split hours functionality, meaning the hours will be distributed evenly on each work order line.
Example: If you make a registration for three work hours, and the work order contains three work order lines, one hour will be registered on each work order line.
When you make consumption registrations, financial dimensions related to the different registration types are added to the registrations in a specific sequence.
Hour and Expense Registrations:
First, financial dimensions from the journal header are added, if any. Next, financial dimensions from the related work order project are added. Finally, financial dimensions from the resource (worker) are added.
First, financial dimensions from the journal header are added, if any. Then, financial dimensions from the related work order project are added. Next, financial dimensions from the site are added. Finally, financial dimensions from the item are added.
For all three registration types, the financial dimension combination is validated, and invalid combinations are blanked. This is standard setup in Dynamics 365 for Finance and Operations.
When you have posted consumption on work orders, you can print an object consumption report. The report displays hours, hour costs, item costs, and expenses posted on objects.
When you have posted consumption on work orders, you can print a work order consumption report. The report displays hours, hour costs, item costs, and expenses posted on work orders.
When you have completed work on a work order, you can print a work order times report to get an overview of planned start and end dates compared to actual start and end dates. For each work order, details for the related objects, job types, and resources are displayed.