Make a maintenance status calculation
- Click Asset management > Inquiries > Maintenance status .
- In the Calculate status dialog, select the time range that you want to make the calculation in the From date and To date fields.
- You can use the Level field to indicate how detailed you want the maintenance lines to be regarding functional locations.
Set a default location for new maintenance assets that are created from fixed assets (optional)
- Go to Asset management > Setup > Asset management parameters .
- On the Fixed assets tab, in the Functional location field, select the default location.
- On the Action Pane, select Save .
Work with integrated maintenance assets and fixed assets
- Go to Asset management > Assets > All assets (or Active assets ).
- Select an asset.
- On the Fixed asset FastTab, in the Fixed asset number field, select an existing fixed asset.
- On the Action Pane, select Save .
General information
- If the asset is related to a fixed asset, you can create a work order type to be used for work orders related to an investment project.
- Information about fixed assets for an asset is related to the Fixed assets module in Dynamics 365 Supply Chain Management. This means that in Fixed assets > Fixed assets > Fixed assets , you can get an overview of the Asset Management projects that may be related to a fixed asset by selecting the asset in the list and viewing the contents in the Related information pane > Associated projects section.
Select asset items
- Click Asset management > Setup > Assets > Items .
- Click New to create a new asset item.
- Select the item in the Item number field. When you leave that field, the item name is automatically inserted in the Product name field.
- On the General FastTab, select an asset type for the item.
- Select asset manufacturer and model for the item.
- Save the item.
Create assets from pending assets
- Click Asset management > Common > Assets > Pending Assets .
- You will see an updated list of the purchase orders based on the items selected in Asset items .
- You can filter the status of purchase orders to select at which lifecycle state the asset should be created. For example, you may only want to create assets when a product receipt has been posted on a purchase order.
- Select the Reference number link on a purchase order line to view detailed information about the item.
- If you want to edit which dimensions are displayed on the Inventory dimensions FastTab, click the Display Dimensions button, and make your selections.
- If you want to create an asset based on a purchase order line, select the check box in the Mark column for that line on the list page, and click Create assets . A message will be displayed informing you of the asset ID.
- Select the asset in the All assets list and click Edit to add more information to the asset.
- In Pending assets , if you want to delete a line because you don't want to create an asset, select the check box in the Mark column for that line, and click Discard pending assets . A message will be displayed informing you of the asset ID. You are not deleting the purchase order or sales order, just the record from which you could have created an asset in Asset Management .
Find pending assets
- Click Asset management > Periodic > Assets > Pending asset count .
- Click OK to run the job and update the list in Pending assets .
- You can set up this job to run as a batch job, for example, once each day.
Move asset
- Select Asset management > Common > Assets > All assets or Active assets .
- In the list, select the asset to move. If the asset has child assets, you also move those assets.
- Select Move asset .
- To move the asset so that it becomes part of an asset structure, select the new parent asset in the Parent asset field. If you're moving a child asset, and you want to make it a standalone asset that has no structure relations, leave the Parent asset field blank.
- By default, the Effective field is set to the current date and time. However, you can select a different date and time that the asset move is valid from.
- Select OK .
Replace asset
- Select Asset management > Common > Assets > All assets or Active assets .
- In the list, select the child asset to replace. If the asset has child assets, you also replace those assets.
- Select Replace asset . The Structure change field shows the last date and time that the selected asset and related child assets were moved in the asset structure.
- In the Selected asset section, in the Target functional location field, select the functional location to move the asset to. For example, select the Repair or Scrap location. In the Parent asset section, the Effective field shows the last date and time that the parent asset and related child assets were installed or moved on the current functional location.
- In the New asset section, in the Asset field, select the asset to insert as a temporary or permanent replacement for the selected asset. This asset might currently be located on another functional location, such as Storage .
- In the Effective from section, the Effective field is set to the current date and time by default. However, you can select a different date and time that the asset replacement is valid from.
- Select OK .
Install asset
- Select Asset management > Common > Assets > All assets or Active assets .
- In the list, select the parent asset to install on another functional location.
- Select Install asset . The Attributes section shows the asset attributes that are set up on the parent asset.
- In the Functional location field, select the new location.
- By default, the Effective field is set to the current date and time. However, you can select a different date and time that the installation on the asset structure is valid from.
- Select OK .