- Module 1: Asset Management is an advanced module for managing assets and maintenance jobs in Dynamics 365 Supply Chain Management.
- Review the benefits of Asset Management.
- Define the key terms and concepts in Asset Management.
- Learn how to install, and work with the Asset Management mobile workspace.
- Review Asset Management integration capabilities.
- Module 2: Functional locations in Asset Management for Dynamics 365 Supply Chain Management provides your organization the ability to define and track where your assets are located. The benefit of functional locations not only provides traceability, but improves the reporting relationship to work orders, condition and fault assessments, and production stop registrations.
- Create functional locations
- Learn how to install assets on functional locations
- Module 3: Asset Management for Dynamics 365 Supply Chain Management allows your organization to effectively manage your resources, through the identification of asset locations. You can schedule maintenance tasks related to those assets, track usage, and review reports associated with the assets and their locations.
- Learn how to create, move, remove, and install assets.
- Review how to create assets based on purchase orders.
- Define how to create asset bills of materials.
- Learn how to use the Asset view page and Asset attribute overview page.
- Module 4: Maintenance requests in Asset Management for Dynamics 365 Supply Chain Management are fundamental in keeping your valuable assets running efficiently, while managing downtime and protecting your overall productivity. This module defines maintenance requests, how to create maintenance requests, using asset loans, tracking inbound and outbound assets, and reporting.
- Learn how to use and create maintenance requests.
- Review how to create a work order from maintenance requests.
- Define asset loans and how to use them in Asset Management.
- Learn about inbound and outbound assets.
- Review how to use maintenance request reports to optimize your organization's performance.
- Module 5: Work orders are used to track and manage maintenance jobs scheduled on assets in Asset Management for Dynamics 365 Supply Chain Management.
- Learn how to manually create work orders
- Establish maintenance forecasts for maintenance job types
- Create purchase orders from a work order
- Bill customers for maintenance work
- Design counters manually or automatically to track the number of hours an asset has been in operation
- Create maintenance checklists by maintenance job types
- Create maintenance downtime registrations to track downtime in assets
- Add faults to work orders to report faults and reason for the fault
- Produce work order reports and work order maintenance jobs
- Define work order pools to group common work orders
- Module 6: Schedules for maintenance workers, assets and other tools are created when work orders are scheduled in Asset Management for Dynamics 365 Supply Chain Management.
- Create worker calendars and scheduling.
- Identify and assign preferred maintenance workers.
- Schedule and dispatch work orders, including scheduling for a specific date and time.
- Review the scheduled work order maintenance jobs to assign resources to maintenance jobs.
- Learn how to calculate a capacity load on scheduled work orders by defined periods.
- Module 7: To effectively manage your assets in Asset Management for Dynamics 365 Supply Chain Management, you can use controls and reports.
- Calculate comparisons of actual costs compared to budgeted costs using the Cost and work order date control.
- Calculate the actual hours compared to the budgeted hours using the Work order hour control.
- Create a calculation that analyzes the total number of faults over a defined period.
- Establish a Key Performance Indicator (KPI) calculation that tracks the performance of defined assets and asset types.
- Define a calculation that shows when and how long assets are used.
- Create forecasting that tracks maintenance jobs associated to projects and integrates with the Project management and accounting modules.
- Module 8: This module focuses on reviewing maintenance and scheduling plans, defining maintenance rounds, creating work orders for maintenance and then planning for maintenance downtime.
- Understand what preventive maintenance is
- Define maintenance plans and associate to an asset
- Establish maintenance rounds for assets that require maintenance at regular intervals
- Establish maintenance schedules and their associated budgeted costs for preventive maintenance on assets
- Create work orders for preventive maintenance jobs
- Define maintenance downtime activities for scheduled maintenance jobs on related assets for a defined period
- Module 9: Capacity planning helps your organization estimate the capacity of your asset load. This is important because it helps you plan for maintenance, identify work orders assigned to your assets, whether scheduled or unscheduled. This module reviews how to calculate capacity loads for your assets as well as forecasting item consumption for your assets over a period of time.
- Calculate capacity load on work orders and maintenance schedule lines.
- Establish a forecast calculation for work orders, and maintenance schedule lines.
- Module 10: Consumption registrations must be completed when the maintenance job has been completed for a work order. The registration feeds the associated costs to the asset and consumption reports in Asset Management for Dynamics 365 Supply Chain Management.
- Register consumption, and post journals.
- Create consumption reports to track and manage posted consumption on work orders.
- Module 11: Protecting your organizational assets begins with maintaining detailed warranty records in Asset Management for Dynamics 365 Supply Chain Management
- Define and create warranty terms.
- Learn to set up warranties on assets and asset types.
- Module 12: Maintenance budgets provide a place for organizations to forecast expected costs for preventive maintenance on assets.
- Review the steps to create and update maintenance budgets.
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