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Dynamics 365 CommunityForums Supply chain | Supply Chain Management, Commerce How to create work ord...

Supply chain | Supply Chain Management, Commerce

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How to create work order automatically from maintenance requests

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Posted on by Michael Shown

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Hello,

My client wants the system to create work order automatically when a manager approves a maintenance request.

In standard version of Asset management, user will have to create a new work order manually from maintenance requests.

So, is there a way of creating a work order automatically by approving a maintenance request?

By clicking on "In progress", this means that maintenance request is allowed to be converted to a work order.

Thank you.

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Charlotte X Microsoft Employee on at

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Hi Michael,

Maintenance plan is the master where all plans can be mapped. Created plans can be scheduled and once the scheduling time is reached system automatically creates a work order.

Work orders can also be created manually from Maintenance request or automatically just like maintenance plan from maintenance rounds.

You can refer to this post:

Introducing new Asset management in D365 (linkedin.com)

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