1. To-Increase Dynamics 365 for Finance & Operations
  2. DynaRent
  3. Dynarent equipment management
  4. Business object management
  5. Maintain business objects

Set up default maintenance plan

Use maintenance plans to manage the service and maintenance of business object. With a maintenance plan, you can ensure that business objects are maintained in time. Timely maintenance increases the uptime and financial and physical utilization rates of your equipment.

You can use these types of maintenance plans:



• Time based: You do maintenance on business objects based on a schedule. Maintenance is triggered at scheduled moments in time. For example, maintenance of an air conditioner is done every year before summer or a service on an aerial working platform is done every six months.
• Consumption based: You do maintenance on business objects based on usage. Maintenance is triggered when equipment is used or has run for a defined amount in a defined unit. For example, a pump must be lubricated every 10,000 run hours or a car must be serviced every 15,000 KM.
• Recall: You do maintenance on business objects based on a recall. Maintenance is triggered when you recall all business objects of a rental type for maintenance. You can use this if a critical issue occurs that must be fixed in all business objects of a certain type.


You can link a maintenance plan to business objects or products. If you link a maintenance plan to a product, it is automatically linked to all business objects that are created with the product.
For each maintenance plan, define the work order template. This defines the type of work order and tasks to be created.


Rental Clerk Rental Clerk Start Start  what type of default maintenance plan required  what type of default maintenance plan required Create Consumption based maintenance plan Create Consumption based maintenance plan You can do maintenance on business objects based on usage. Maintenance is triggered when equipment is used or has run for a defined amount in a defined unit. For example, a pump must be lubricated every 10,000 run hours or a car must be serviced every 15,000 KM. Procedure 1. Go to Business objects > Setup > Service and maintenance > Default maintenance plans. 2. Click New. 3. In the Maintenance plan code field, type a value. 4. In the Maintenance plan type field, select 'Consumption based'. 5. In the Description field, type a value. 6. In the Template ID field, enter or select a value. 7. In the Main task field, enter or select a value. 8. Expand the Consumption based section. 9. In the Recurrence field, enter a number. 10. In the Reset field, select an option. 11. In the Unit field, enter or select a value. 12. Click Save. 13. Close the page. 14. Go to Default dashboard. Create time based maintenance plan Create time based maintenance plan You can do maintenance on business objects based on a schedule. Maintenance is triggered at scheduled moments in time. For example, maintenance of an air conditioner is done every year before summer or a service on an aerial working platform is done every six months. Procedure 1. Go to Business objects > Setup > Service and maintenance > Default maintenance plans. 2. Click New. 3. In the Maintenance plan code field, type a value. 4. In the Description field, type a value. 5. In the Template ID field, enter or select a value. 6. In the Main task field, enter or select a value. 7. Expand the Time based section. 8. Click Enter recurrence. 9. Click OK. 10. In the Reset field, select an option. 11. Click Save. 12. Close the page. 13. Go to Default dashboard. Create recall maintenance plan Create recall maintenance plan You can do maintenance on business objects based on a recall. Maintenance is triggered when you recall all business objects of a rental type for maintenance. You can use this if a critical issue occurs that must be fixed in all business objects of a certain type. Procedure 1. Go to Business objects > Setup > Service and maintenance > Default maintenance plans. 2. Click New. 3. In the Maintenance plan code field, type a value. 4. In the Maintenance plan type field, select 'Recall'. 5. In the Description field, type a value. 6. In the Template ID field, enter or select a value. 7. Expand the Recall section. 8. In the Reason code field, enter or select a value. 9. In the Start date field, enter a date. 10. Click Save. 11. Close the page. 12. Go to Default dashboard. End End Consumption based Time based Recall

Activities

Name Responsible Description

Create Consumption based maintenance plan

Rental Clerk

You can do maintenance on business objects based on usage. Maintenance is triggered when equipment is used or has run for a defined amount in a defined unit. For example, a pump must be lubricated every 10,000 run hours or a car must be serviced every 15,000 KM.

Create time based maintenance plan

Rental Clerk

You can do maintenance on business objects based on a schedule. Maintenance is triggered at scheduled moments in time. For example, maintenance of an air conditioner is done every year before summer or a service on an aerial working platform is done every six months.

Create recall maintenance plan

Rental Clerk

You can do maintenance on business objects based on a recall. Maintenance is triggered when you recall all business objects of a rental type for maintenance. You can use this if a critical issue occurs that must be fixed in all business objects of a certain type.

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