Getting Started

Setup required for working with Shutdown, Turnaround & Outage (STO)

Introduction

This section describes the setup tasks to be completed before you can work with work order pools in STO projects.

Prerequisite

You have set up Asset management in D365FO.

You have downloaded Dynaway Work Order Projects [@MLH: hvad hedder app'en exactly?]

Audience
Sysadmin, Partner Consultant

License configuration

The Work Order Projects functionality requires specific setup regarding license configuration.

  1. Select System administration > Setup > License configuration.
  2. Select Dynaway Shutdown, Turnarounds & Outages.
  3. If Dynaway Shutdown, Turnarounds & Outages does not have a check mark, an import of the license key is required.
  4. Ensure that the Work Order Projects check box is selected.

Top

Security roles

The Work order projects functionality in the Shutdown, Turnarounds & Outages module includes the following privilege, which must be set up on the Maintenance manager role:

  • Maintain work order pools

Roles and Privileges are set up in D365FO > System administration > Security configuration. Refer to Microsoft Documentation to learn more about security configuration in D365FO: Security architecture.

Top

Setup

In Asset management, you can create work order pools to compile work orders created for a specific purpose, for example, a Shutdown, Turnaround & Outage (STO) project. Before you create the work order pool and the work orders to be included in the pool, the following setup tasks must be done.

  1. In D365FO > Project management and accounting, create the project you want to use as an STO project.
    1. Refer to Microsoft documentation to learn how to create and maintain projects in D365FO: Project managment and accounting overview.
  2. In D365FO > Asset management, set up a work order type to be used for the work orders in your project.
    1. Refer to Microsoft documentation regarding work order type setup.
    2. On the work order type you create for a work order pool project, activate the Work order pool required toggle button.

The screenshot below shows an example of a work order type with a work order project setup.

Work order type used for work order projects
Top
Copyright Dynaway A/S