Getting Started
Introduction
This section describes the setup tasks to be completed before you can work with work order pools in STO projects.
- Prerequisites
You have set up Asset management in D365FO.
You have downloaded Dynaway Work Order Projects
- Audience
- Sysadmin, Partner Consultant
License configuration
The Work Order Projects functionality requires specific setup regarding license configuration.
- Select System administration > Setup > License configuration.
- Select Dynaway Shutdown, Turnarounds & Outages.
- If Dynaway Shutdown, Turnarounds & Outages does not have a check mark, an import of the license key is required.
- Ensure that the Work Order Projects check box is selected.
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.
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.
- In D365FO > Project management and accounting, create the project you want to use as an STO project.
- Refer to Microsoft documentation to learn how to create and maintain projects in D365FO: Project managment and accounting overview.
- In D365FO > Asset management, set up a work order type to be used for the work orders in your project.
- Refer to Microsoft documentation regarding work order type setup.
- 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.
