Use Service integration functionality in D365FO

Allan Bjerrum Updated by Allan Bjerrum

Handle status at work order schedule lines

Navigation: Asset management > Work orders > All work orders

In Asset management, the All work orders form has been extended with functionality to manually update Status for the work order job schedule lines.

Normally the Status at the work order job schedule line is only updates via the work order lifecycle state updates.

Now, In the Line details section at tab "Schedule", a new button Change status has been added. This button enables the user to perform manual updates to the Status of the job schedule line.

There is no validation at the field, and all available status values can be used.

Error log for status updates

In the Service integration parameters under tab "Error log" a log exists. This log shows errors and issues in relation to Status updates.

Navigation: Cepheo® > Integrations > Service > Service parameters

Handle soft deleted maintenance schedule lines

When the Cepheo® Service Integration parameter "Soft delete" is activated, open maintenance schedule lines (status "Created") having an Expected start date before todays date are not deleted when generating new schedule lines.

Instead, these lines are moved to a status called "Soft delete". This makes it possible to continue to work with delayed schedules.

Navigation: Asset management > Maintenance schedule > Open maintenance schedule lines

View soft deleted schedule lines

To view the soft deleted schedule lines, check the Show soft deleted checkbox.

Here you can see the soft deleted schedule lines and you can create work orders for these lines using the New > Work order button.

Restore status

You can change the status of soft deleted schedule lines by using the button Cepheo® - Maintain - Reset soft delete

Select on or more records and click Reset soft delete. This will change the status from "Soft delete" to "Created", and you can continue to work with the schedule lines using the normal standard functions.

How did we do?

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