Skip to main content

Notifications

Dynamics 365 Community / Forums / Finance forum / Worker assign to the w...
Finance forum
Suggested answer

Worker assign to the work order in Asset management

Posted on by
Hello Experts,
 
In F&O, i have created a worker and preferred worker setup however once i create work order, a responsible worker is not getting assigned automatically.
can you please help me with the  correct step?
 
Thanks much in advance.
Zoe
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Worker assign to the work order in Asset management
    Hi Zoe,
    Some notes:
    1. Before you can set up preferred workers, you must first set up available workers and worker groups.
    2. Set the active option to yes when creating workers to schedule workers on work orders.
    3. Also note that when setting preferred workers, please be specific.  Generally, when a preferred worker is selected during work order scheduling, Enterprise Asset Management goes through all preferred worker records to check for a possible match, always checking the most specific combination first. This means that, first, a possible match regarding Trade is checked. If no match is found, Variant is checked. If no match is found, Job type is checked, and so on. As you can see in the layout of the form, this means that Enterprise Asset Management checks each record from right to left for a match (Trade, then Variant, then Job type, Job group, Object, Object type) to find the most specific combination. If no match is found, the "default" record with no selections in those fields is used.
    This following link shows details on work order, please check it:
    Work Order Scheduling | EAM for F&O | Dynaway Help
    Best Regards,
    Hana

Helpful resources

Quick Links

Dynamics 365 Community Update

Welcome to the inaugural Community Platform Update. As part of our commitment to…

Dynamics 365 Community Newsletter - August 2024

Catch up on the latest D365 Community news

Community Spotlight of the Month

Kudos to Mohana Yadav!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,115 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 227,971 Super User 2024 Season 2

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans