Asset management: Maintenance round

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Posted on by Pranav Teja Kasinad...

Hi Experts,

This is regarding Asset management in D365 FO.

Can anyone explain about maintenance round and how is it different from Maintenance schedule.

Is Maintenance round a simpler version of maintenance schedule. It somewhat appears like Maintenance round supports only "plan for start date".

Thanks

Pranav

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Rahul Mohta 21,032 on at

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one needs to schedule maintenance rounds

https://docs.microsoft.com/en-us/dynamics365/supply-chain/asset-management/preventive-and-reactive-maintenance/maintenance-rounds

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Sagar Suman 6,550 Super User 2025 Season 2 on at

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Hi Pranav Teja Kasinadhuuni,

Maintenance rounds are used to schedule those job types which are to done in a regular interval. You cannot add job types like inspection of pressure gauges, lubrication levels of gears and cleaning condition inspection of assets in maintenance plans.

These task are basic task which are need to keep an eye on overall asset performance.These task determine that if there is a need to schedule a maintenance plan earlier.

So to give an example I will setup rounds for inspection of total run time of a machine using maintenance rounds. Post the inspection the collect data will be updated in the counter in D365.

As counter is updated this will trigger maintenance plan once counter max limit is reached.

There are so many ways you can use them. I have shared on example with you.

So if for a machine we have a recommendation from supplier that varriator belt should be changed every 700 hours then i will make a maintenance round for weekly inspection of the machine run time since last change and the recorded value will be updated in counter in D365.

Once counter reaches 700 hours maintenance plan will generate a work order to change belt.

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Thomas Krogh 34 on at

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Hi,

The biggest difference between a maintenance round and a maintenance plan is that the maintenance round can automatically create a work order with multiple jobs (lines), a maintenance plan can only (automatically) create a work order with one job (line).

You can add multiple assets to the maintenance round or you can add a functional location and then all assets of the type, make, and model that you specify will be added to the work order as multiple jobs.

You need to schedule both maintenance plans and maintenance rounds, that's what generate your maintenance schedule lines.

/Thomas

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Pranav Teja Kasinad... on at

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Thanks Sagar Suman.

This did clear my doubts conceptually on Maintenance rounds and maintenance schedule.

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Madhav Chakka 31 on at

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Hi,

I have experience working with other EAM products and this is the first time working with D365.

Ques:

1. Will Work orders automatically created from Maintenance Plans without scheduling? I understand from Microsft docs you will require to setup the batch job to generate work orders from Maintenance Rounds and Maintenance Plans.

2. If I require to lubricate all generator assets (Asset Type: Generator) every Monday, can I use Asset Type: Generator in Maintenance Plans? Do i have to use Maintenance Rounds only?

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