Introduction

A task in Dynamics Maintenance Management represents the work that has been performed on an equipment. Realization of hours, items, operations, travel cost, miscellaneous cost and revenue is done on the task. Besides the ability to register actuals, the task will also present forecast of needed hours, items and cost now a workorder task is created.

The task is always linked to a Work Order and can only be created for one equipment. There can be multiple tasks for one Work Order, for example when work is performed by multiple workers. Realized hours, cost and items are registered on the Work Order project, which is a subproject of the equipment.

Tab Items

The item tab shows items for this task in combination with the object and eventcode. Depending on the status of the task, it is also possible to add, delete or edit in this tab.  

Field	Description
Button add line	To add an new item (line)

Button Add lines	Add muliple item lines. When enter this button, a form will pop up with item which can be added.
Button Remove	To remove the selected line(s).
Button Sales order line	Opens a menu with funcitons that can be executed in relation to the sales order line.
Button Financials	Opens a menu with functions that can be executed in relation to the financial dimensions of the item of the selected line.
Button posting	To post the selected item line(s). This is mandatory for report the task ready.

Button Product and supply	Opens a menu with product and supply actions.
Button Update line	Opens a menu option to update the selected line.
Button Warehouse	Opens a menu with warehouse details of the selected line
Type	Type of item
Item number	Article number of the item
Product name	Description/ name of the item

Sales Category	Salse category of the item
CW Quantity	Catch weight quantity of the item
CW unit	Catch weight unit of the item.
Quantity	Quantity of the item
Unit	Unit of the item.
Available	Availability of the item, displayed with a symbol.

Site	Site of item
Warehouse	In combination with site, warehouse of the item.
Unit Price	Unit price of the item.
Discount	Discount in amount for item number.
Discount percentage	Discount in percentage for the item number.
Net amount	Netto amount for the item.

Quality order status
Deliver now	Quantity delivered
Same Batchselection	If ticked, all the items on the line must be from the same batch.

Workorder Task form

Maintenance Management - HSO NN > Tasks 

To open or create a new task, choose All tasks, Tasks to do or my tasks todo. To open an existing task, just choose one and open, to create a new task, click on new in the ribbon on New. Normally a new task will be created out of a workorder. 

Tab Task header 

Field	Description
Task

Task Id	Unique id for the task. This ID follows the workorder ID with extention
Event code	Eventcode for the task.
Description	Description of the eventcode
Status	Current status of the task. During the process, this status will be updated.
Equipment
Equipment	Unique equipment ID

Description	Description of the equipment.
Workorder
Work order number	Unique id for the workorder
Maintenance Note
Note	Internal note for maintenance,
Resource

Worker	User who has entered the work order/ task.
Group	Resource group responsible for the task.
Resource	Engineer responsible for the task.
Location
Language	Language for the location of the equipment
Location code	Location where the equipment is installed.

Planning
Fixed appointment	If ticked, the time and date of planning can't be changed.
Start date/ time	Proposed start date/ time for the task.
Planning timezone	Planning timezone
Sort code	Sort code to sort the tasks for one day.
Hours/ Resources	Planned hours per resource for the task.

Tab Hours

In the tab Hours, a technician can register and edit the working hours for this task.  

Field	Description
Button new	Add a new hour line

Button Delete	Delete the seleted line
Butten Set as complete	To confirm the entered hour lines.
Resource	Id of the resource

Estimated start	Estimated start date and time of the task.
Estimated end	Estimated end date and time of the task.
Estimated duration	Total estimated duration of the task.
Additional hours	Field for entering additional hours for the service task
Resource	Name of resource, resource id and the legal identity of the resource.
Realized	Realized start date and time of the task.

End date/ time	Realized end date and time of the task.
Duration	Total duration of the task, automatically calculated by entering start and end date/ time. It is possible to edit this field.
Remaining hours	Estimeted remaining hours to complete the work, in addition to the realisaton.
Percentage of completion	Specified / calculated percentage of completion of the task.
Line status	Line/ transaction status.
Warranty	Indicates if the current transaction is marked for warranty.

Tab Items

The item tab shows items for this task in combination with the object and eventcode. Depending on the status of the task, it is also possible to add, delete or edit in this tab.  

Field	Description
Button add line	To add an new item (line)

Button Add lines	Add muliple item lines. When enter this button, a form will pop up with item which can be added.
Button Remove	To remove the selected line(s).
Button Sales order line	Opens a menu with funcitons that can be executed in relation to the sales order line.
Button Financials	Opens a menu with functions that can be executed in relation to the financial dimensions of the item of the selected line.
Button posting	To post the selected item line(s). This is mandatory for report the task ready.
Button Inventroy	Opens a menu with inventory related functions.

Button Product and supply	Opens a menu with product and supply actions.
Button Update line	Opens a menu option to update the selected line.
Button Warehouse	Opens a menu with warehouse details of the selected line
Type	Type of item
Item number	Article number of the item
Product name	Description/ name of the item

Sales Category	Salse category of the item
CW Quantity	Catch weight quantity of the item
CW unit	Catch weight unit of the item.
Quantity	Quantity of the item
Unit	Unit of the item.
Available	Availability of the item, displayed with a symbol.

Site	Site of item
Warehouse	In combination with site, warehouse of the item.
Unit Price	Unit price of the item.
Discount	Discount in amount for item number.
Discount percentage	Discount in percentage for the item number.
Net amount	Netto amount for the item.

Quality order status
Deliver now	Quantity delivered
Same Batchselection	If ticked, all the items on the line must be from the same batch.

Tab Operations

The tab Operations shows the operations to preform for this task in combination of object and eventcode. It is also possible to add manual operations.
In combination with the line details tab, a technician can register in this tab the preformed operation(s).

Field	Description
Button New	To ad a new operation that is preformed on this task.

Button Delete	To delete an operation
Button Registered service operations	Opens an form of all the previous registered operations.
Button Meter readings	Opens a form of detailed information regarding the meter readings and all previous readings. In this form it is possible to add or delete  meter readings
Executed	If operation is excuted, a checkmark will appear.
Date	Date of operation.
Component	Component where the operation is preformed.

Operation no.	Number of the operation
Type of operation	Which operation will be preformed.
Description	Description of the operation.
Part	On which part will the operation be preformed.
Status returned value	Status of the entered value, shown in a symbol.
Manuelly added	If the operation is manually added, a checkmarkt will appear.

Line status

Status of the line

Tab Costs

 In the tab costs, other costs can be entered for this task. I.e. rent of used tools.

Field	Description
Resource	Resource who makes the cost

Date	Date of the cost
Quantity	Quantity of the cost
Unit	Unit of the cost, choose one or leave empty.
Description	Description of the cost
Cost price	Cost price of the cost
Sales price	Sales price of the cost

Currency	Currency of the cost
Indicates if the current transaction is marked for warranty	If the cost is billable or not, choose one.

Category	Category of the cost, choose one.
Line status	Line status
Warranty	Determines if the cost is warranty or not.

Tab Line details - Hours

Depending of the chosen tab above (Hours, Items, Operations, Costs), the line details tab shows detail information associated with the chosen tab above.  

Field	Description
Tab Hours

Task description	Description of the task eventcode
Catergory
Forecast	Forecasted hour categorie, can not be edit.
Actual	Actual hour category, can be edit via dropdown
Hours invoice status
Forecast	Forecasted invoice status, can not be edit.

Actual	Actual hour category, can be edit via dropdown.
Warranty
Warranty	Is this task warranty, yes or no.
Manual user	The user that has manually overridden the warranty term values
Manual date	Date on which the warranty term has been manually overridden.

Tab Line details - Items

In the line details all the details of the selected item line wil be shown most for information purposes only. Information is from Microsoft Dynamics 365 for Finance and Operations.
Only the editable fields will be explained.

Field	Description
Line details-General

Orderline
Sales category	Determines which sales category, can be changed via the dropdown.
Productname	Name of the item.
Text	Free text field
External References
External	Field for external references for the selected item.

Line number	Line number
Status

Stopped	If ticked item is stopped, can't be delivered.
Prevent partial delivery	If ticked, partial delivery is blocked

Line details-Setup
Inventory
Reservation of the item	Choose one.
Returned Order
Return lot ID	Choose one.
Scrap	If ticked, return item will be scrapped.

Sales Tax
Item sales tax group	Choose one
Sales tax group	Choose one
Commission
Sales group	Choose one
Invoicing

Dimension Account	Which dimension account is applicable
Line details-Address
Delivery Address
Delivery address	Choose one, or add a new address for the delivering of the item
Line Details-Product
Storage Dimensions

Site	Site of the item.
Warehouse	Warehouse where the item is stored
Pallet ID	If applicable, the pallet ID of the item.
BOM/Route
Sub-BOM	If applicable, the sub-BOM of the item
Subroute	If applicable, the subroute of the item

Line details-Packing
Barcode
Barcode	Barcode of the item
Barcode setup	Setup of the item's barcode, i.e. EAN13
Packing Metarial
Packing unit	Packing unit of item, i.e. piece, box

Delivery
Delivery date
Requested ship date	Requested ship date.
Requested receipt date	Requested receipt date.
Confirmed ship date	Confirmed ship date. With the button beside these field, it's possible to simulate available ship and receipt dates.
Confrimed receipt date	Confirmed receipt date.

Delivery date control	Choose one
Misc. Delivery info
Overdelivery	Percentage overdelivery of the item
Underdelivery	Percentage underdelivery of the item
Mode of delivery	Choose one
Delivery type	Choose one

Line details-Price and discount	Enter description here
Discount
Discount	Discount in value
Discount percent	Discount percentage
Multiline discount	Multiline discount in value
Multiline discount percentage	Multiline discount in percentage.

Prices
Price unit	Price per unit
Sales charges	Surcharge for sales
Rebates
Exclude from rebate	If ticked, item wil bee exclude from rebate.
Line details-Project

Project-ID	Project ID
Activity number	Activity number on the project ID
Category	Item category
Transaction ID	Transaction ID on the project.
Foreign trade
Statistics procedure	Choose one

Triangular deal	If ticked, triangular deal is applicable
Transaction code	Choose one
Transport	Choose one
Port	Port of transport
Measurement
Unit weight	Total weight of item.

Line details-Financial dimensions
Default financiial dimensions	Choose for all the options.

Tab Line details - Operations

On the line details the engineer can add the values of the executed operaration. Depending on which operation, values can be added.

Field	Description
Values

Minimum	Minimum value for the operation
Maximum	Maximum value for the operation
Return value	Input field for the measured value

Unit	If applicable the unit of the measurement
Component path	Applicable component of the operation.

Tab Line details - Costs

Only for information proposes

Ribbon Task

Field	Description
Show

Header view	Shows task in header view
Line view	Shows task in line view
Notes
Internal note	Opens field to add an internal note for the task
Process note	Opens field to add a process note for the task

Ribbon Manage

Resource requirements	Shows the resource requirements for the task. It is possible to add new resource requiments for this task.
Confirmation	To send a confirmation of the workorder/ task to a customer.
Withdraw confirmation	To withdraw the confirmation
Plan	To plan the task
Reschedule	To reschedule the planned task
Remove planning	To remove the planned task out of the planning

Start Task	To start the task
Register	To register the task
Unregister	to unregister the task
Realize	To realize the task after all hours items operations and costs are added to the task.
Re-open	To re-open the task after realization, to change or add. Due to set up, it is possible to re-open the task or not.
Follow up

Create purchase order	Create a purchase order for items
View BOM	Shows the BOM for this task
Create event code	To create a new eventcode
Items
Line Quantity	Shows the quantity of the item(s) for this task.
Sales order	Shows the sales order for the item(s) for this task.

Relations
Work order details	Shows the workorder related to this task.
Equipment details	Shows the equipment related to this task

Ribbon Control

Field	Description
Planning

Capacity load	Opens capacity overview for the resource for this task
Scheduling overview	Opens the scheduling overview (Graphical planner)
Planning report	Creates a planning report, either directly on the screen or in batch.
Finance
Totals	Shows the financial total for the task.
Journals

Shows the journal transactions of task quotations, confirmation, task schedules, maintenance orders or tast registrations.

Workorder

Shows either the workorder quotaions or workorder confirmations

Ribbon Pick and Pack

Field	Description
Quality Management

Non confomances	Overview of non confomance
Quality orders	Overview of quality orders

Journals
Picking list	Overview of picking list journals
Packing slip	Overview of packing slip journals

Ribbon Warehouse

Field	Description
Loads

Load planning workbench	Load the planning workbench
Actions
Release to warehouse	To release the related salesorders of the task to the warehouse.