Manage recalls

Create a recall plan for a business object or group of business objects. Add a work order template that includes a recall task.

Use a query to filter the business objects. If the Critical field is enabled, a work order is created for each object in the query.

The following fields are used in the recall setup:

You can create or confirm a recall from the Recall menu item or the Default maintenance plan menu item.

Confirm the recall on the maintenance plan after you complete the setup on the Recall fast tab. This creates a recall work order.

If you enable the Critical field, a recall work order is created for each business object in the query range.

You can confirm the recall in one of these ways:

• From the Recall menu item
• From the Default maintenance plan menu item

You can view work orders created from a confirmed recall plan.

You can generate work orders based on a predefined work order template. The template specifies the tasks that appear as work order lines.

A work order template contains one or more tasks that you can sequence. Use the Up and Down icons to arrange the task order. You can then schedule these tasks on the work order lines or on the service or transport plan board.

You set the synchronization mode for each task line. This mode determines the requested start and end date and time on the work order lines.

To use a work order template for creating work orders, you must activate the template. You cannot use inactive templates to generate work orders.

Create and manage tasks for work order lines.

You can use tasks to build work order templates or add them to existing work orders. All linked setups transfer to the work order line. This includes the status group, item requirements, and the work order checklist.

You must link each task to a status group. This setup is mandatory.

Link each task to a task type:

• Tasks with the task type 'Service' appear on the service plan board.
• Tasks with other task types appear on the transport plan board.

Once you create a work order with the correct setup, the tasks appear on the relevant graphical plan board for resource planning.

Use the transport plan board to plan delivery and load tasks.

Use the service plan board to plan service tasks, such as maintenance and repair. You can also plan transport tasks on this board.

Use the mobile app to start, perform, and finish scheduled service and maintenance tasks. This flow outlines the required activities to process these tasks.

You can complete all activities or skip those not relevant to the task, depending on your situation.

After creating a new work order, you can update several elements. If the start and end dates are not set in the template, enter them on the work order. This ensures the work order appears on the graphical plan board for resource planning.

You can do the following:

• Enter journals (hour, expense, item, fee) on the work order line. Hour journals can populate automatically based on task setup.
• Add item requirements, purchase orders, or sales orders to the work order line.
• Update the work order status from the work order line.

Set up a status group in the task to allow or restrict registrations and journals based on the work order's status.

• Check functionalities such as rental transactions, status history, resource planning, task checklists, and task requirements on the work order line tab.

If item requirements are used, enable the work order parameter ‘Auto create maintenance item requirement’ to view these on the work order.

If a worker from another legal entity executes a work order, a timesheet is created instead of using the hour journal. For example, if a DEMF worker completes a work order created in USMF, a timesheet is created in DEMF after the hours are posted.

After the worker posts hours using the Field Service app and the entry is processed on the Work order line transactions page, the system creates a timesheet in the worker’s legal entity.

Required setup:

• Go to Project management and accounting parameters and enable:
  • Intercompany resource scheduling
  • Intercompany timesheets
  • A default project category
• Set up workflows for timesheets in Project management and accounting workflows.
• Configure intercompany accounting in General ledger > Posting setup > Intercompany accounting.
• Set up project categories to support intercompany postings.
• Define an intercompany customer and an intercompany vendor in each legal entity.
• Go to Work order project planning > Setup > Work order parameters. In the General section, set the Hour transaction journal type to Timesheet.

Note: For more details, see the Microsoft Learn documentation on intercompany project timesheets.

If a worker from another legal entity uses an item, the system triggers an intercompany transaction. For example, a DEMF worker uses a spare part while executing a USMF work order. The Field Service app records the transaction.

The system then creates a purchase order in USMF and a sales order in DEMF. It also creates an item journal in the project.

Required setup:

• Define intercompany customers and vendors in the legal entities.
• Set up the warehouse for the intercompany vendor or the item.

Process:

• Create a work order in USMF with a USMF project.
• Assign the order to a DEMF worker.
• The worker uses a spare part from the DEMF warehouse and registers it via the Field Service app.
• In D365 F&SCM, go to Work order project planning > Inquiries > Work order line employee app > Work order line transactions to process the item.
• The system creates a purchase order in USMF using the default warehouse setup.
• A sales order is created in DEMF for the DEMF warehouse.
• An item journal is created for the USMF project with the Main_US warehouse.
• Auto-posting (placeholder).