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Supply chain | Supply Chain Management, Commerce
Suggested Answer

Maintenance Work Orders - definitions of PLANNED and UNPLANNED work orders

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Posted on by 42

Hi.  First time post!  In the asset management module of D365, there are analytics provided which apply to the maintenance work orders. 

The snip below, shows a split between Planned and Unplanned work over the past 12 months.

Even though we have reviewed the raw work order data, we cannot reconcile how the numbers are calculated.

How are PLANNED and UNPLANNED numbers, as applied to the maintenance work orders in Asset Management, calculated in D365?

Thanks to everyone in advance and hoping someone can help me.

pastedimage1628509252613v1.png

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  • Suggested answer
    Oleksiy  Khoroshylov Profile Picture
    1,747 User Group Leader on at

    Hi, it could be:

    1. planned work orders = orders auto created by the system based on either maintenance plans or maintenance rounds

    2. unplanned work orders = orders manually created by user

  • Ray Landini Profile Picture
    42 on at

    Thank-you Oleksiy.  I will check that out with our raw data and see if that is the case.  I'm not 100% sure that it will be as simple as this, as we do not use Auto Create with our MWO.  We manually create the schedule  of MPs due in a set period of time, then convert to MWO from that schedule.  I will investigate further, but thank-you for your guidance.

  • Suggested answer
    Ray Landini Profile Picture
    42 on at

    Hi All - after a long interrogation of the Planned & Unplanned data that makes up the graph displayed in my snip above, I found out that for a work order to be Planned, it has to meet several criteria.  For our data set:

    1. When WO is first created, the Job Type must be Maintenance Plan OR Calibration,

    PLUS

    2. There must also be a job type variant selected when WO is first created,

    PLUS

    3. There must be a default "Expected Start Date" set when the WO is first created.

    If all the three criteria is met, the work order is classified as PLANNED, otherwise it defaults to a UNPLANNED classification.

    But....I have no idea why this criteria was set and I cannot find anywhere to alter it. 

    Not really a helpful classification for us - we really need to be able to define what PLANNED means, so that it works for our organization. 

    Oh, and the other watch out is that the % shown are calculated against the TOTAL work orders raised over the past 12 months - I have not been able to display % based on work orders created in a selected date range only.

    If anyone can work out how we can set our own criteria for PLANNED and work out % numbers based on a set date range only - please let me know! 

    Until then, we'll go back to doing manual calculations each month. 

    Cheers everyone.

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