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Change the asset type of existing assets (preview)

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[This article is prerelease documentation and is subject to change.]

This article explains how to change the asset type of an existing asset.

Important

  • This is a preview feature.
  • Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

Prerequisites

Before you can use this feature, your system must meet the following requirements:

  • You must be running Microsoft Dynamics 365 Supply Chain Management 10.0.38 or later.
  • The feature that's named (Preview) Change types on assets and functional locations must be turned on in Feature management.

Change the asset type of one or more existing assets

To change the asset type of one or more existing assets, follow these steps.

  1. Go to Asset management > Assets > All assets.

  2. On the All assets list page, select one or more assets that you want to change asset type for. If you select multiple assets, all of them must be of the same asset type.

  3. On the Action Pane, on the Asset tab, in the Maintain group, select Change asset type.

  4. In the Change asset type dialog box, on the Parameters FastTab, set the following fields:

    • New asset type – Select the new asset type to assign to the selected assets.
    • Attributes – Set this option to Yes to append the attribute types that are associated with the new asset type to the selected assets.
    • Maintenance plans – Set this option to Yes to append the maintenance plans that are associated with the new asset type to the selected assets.

  5. On the Run in background FastTab, set the Batch processing option to Yes to run the process of changing asset types as a batch job.

  6. Select OK to apply your settings.

Note

Each asset type has settings that define which supporting data can be used for assets of that type. This supporting data includes information such as maintenance job types, counters, and attribute types. When you change the asset type, the supporting data for existing assets might not match the supporting data for the new asset type.

For example, asset A1 has an asset type of AT1. Two maintenance job types, JT1 and JT2, are selected for asset type AT1. Work orders have been created for asset A1, and maintenance job types JT1 and JT2 are selected for those work orders. Later, the asset type of asset A1 is changed to AT2. Maintenance job types JT3 and JT4 are selected for asset type AT2. Therefore, after the asset type is changed, the work orders have maintenance job types that aren't associated with the asset type of the asset for those work orders.