This chapter contains the following topics:
Section 12.3, "Creating Equipment Records from Fixed Assets"
Section 12.4, "Using Equipment Geo Coding (Release 9.1 Update)"
Equipment master information is the primary data that is associated with the equipment in the system; it is made up of many equipment masters. You create an equipment master for each piece of equipment in the system. The equipment master establishes basic information about a piece of equipment, such as:
Identification numbers
Description
Category codes
Account coding
Dates
Location
Status
You must identify every piece of the equipment in the system before you can use the maintenance features of the software. After you create equipment masters for the equipment, you can use the information to:
Search online for the status, location, and activity of equipment.
Track historical, current, and planned physical locations for a piece of equipment.
Relocate equipment.
Keep detailed maintenance and project logs.
Revise parent and component relationships.
Revise equipment status.
Bill jobs or business units for the use of the equipment.
Account for quantities of equipment.
See Also: |
The following mobile applications are available, and can be used to manage equipment information on a mobile device:
Manage Equip (Tablet)
Manage Eq (Smartphone)
Service Equip (Tablet)
Service Equip (Smartphone)
These applications require system administrator configuration before they are available to individual users. Contact your system administrator to determine whether these applications are available for use.
Additionally, see the topics Manage Equipment Mobile Applications and Manage Customer Equipment Mobile Applications in the JD Edwards EnterpriseOne Applications Mobile Enterprise Applications Implementation Guide.
Enter an alphanumeric number up to 25 characters that you can use as an alternate asset identification number.
You might use this number to track assets by the manufacturer's serial number. You are not required to use a serial number to identify an asset. Every serial number that you enter must be unique.
This field is required only if the appropriate processing option is set accordingly.
Enter an alphanumeric code up to 12 characters to be used as an alternate identification number for an asset.
This number is not required, nor does the system assign a number if you leave the field blank when you add an asset. If you use this number, it must be unique. For equipment, this is typically the serial number.
This section provides an overview of manual creation of equipment master records and discusses how to:
Create equipment master records manually.
Set processing options for the Work with Equipment Master program (P1701).
Set processing options for the Equipment Master Revisions program (P1702).
You can create equipment records manually for those products that are not processed through sales orders.
When you create equipment records, the system creates records in these tables:
Asset Master File (F1201).
Location Tracking Table (F1204).
Equipment Master Extension (F1217).
Equipment Master Location History (F1731).
Status History File (F1307).
Parent History (F1212).
To manually create equipment master information, you use the Equipment Master Revisions form and enter information on these tabs:
Customer/Equipment
Classification 1
Classification 2
Classification 3
Accounting
Service
Form Name | FormID | Navigation | Usage |
---|---|---|---|
Work with Equipment Master | W1701A | Equipment Information (G1311), Equipment Master | Locate and review equipment master records. |
Equipment Master Revisions | W1702A | Click Add on the Work with Equipment Master form. | Create equipment master records manually. |
Access the Equipment Master Revisions form.
Figure 12-1 Equipment Master Revisions form
Specify the date that the asset was acquired.
This date is typically the start depreciation date, but you can specify a different start depreciation date on the Depreciation Information form.
If you are using the half-year convention, you must adjust the start depreciation date manually.
Enter the date that the contract for the asset was put into effect.
Enter a code that indicates whether you can create work orders for this piece of equipment.
Enter a code that indicates whether you can use meters to schedule preventive maintenance tasks for this piece of equipment.
Enter a code that indicates whether a customer has supplied a proof of purchase.
Blank: The system enables the Date field.
If you enter a value, the system disables the Date field. If you write a billable contract for an equipment record, the system disables the Proof of Purchase and Date fields.
Enter a parent number that groups related components together.
You can associate each item of property and piece of equipment with a parent item. For example, you can associate a mobile telephone with a specific automobile (the parent), a printer with a computer (the parent), or a flat bed with a specific truck chassis (the parent).
Note: If this is a data entry field, the default value is the asset number. For example, if the asset number is 123, the system assigns 123 as the default parent number. |
Select this option to indicate whether an equipment record is company owned.
This is optional.
Enter the address number of an alternate location to which the owner wants the invoice (application) sent.
Enter the default dealer for the customer.
Enter the address book number that identifies the assessor.
Enter the address book number that identifies the distributor of the equipment.
Use these processing options to supply the default values for the Work with Equipment Master program.
These processing options specify defaults for category codes.
Enter a value from user-defined code (UDC) table 12/C1 (Major Accounting Class) that the system uses to search for the equipment.
If you leave this field blank, the system selects all.
Enter a value from UDC 12/C2 (Major Equipment Class) that the system uses to search for the equipment.
If you leave this field blank, the system selects all.
Enter a value from UDC 12/C3 (Manufacturer) that the system uses to search for the equipment.
If you leave this field blank, the system selects all.
Enter a value from UDC 12/C4 (Model Year) that the system uses to search for the equipment.
You use the Model Year category code to further define the subclass codes. For example, you can define a 1990 International Harvester, single-axle, within the subclass for trucks.
If you leave this field blank, the system selects all.
Enter a value from UDC 12/C5 (Usage Miles or Hours) that the system uses to search for the equipment.
If you leave this field blank, the system selects all.
You use the usage category codes to further define the subclass codes.
Enter a value from the appropriate UDC that the system uses to search for the equipment.
If you leave this field blank, the system selects all.
These processing options supply default values on the Work with Equipment Master form.
Specify the business unit that is responsible for the equipment costs. The system uses this value when validating the depreciation defaults for the asset cost account.
Specify the current physical location of an asset.
Enter a value from UDC 12/ES (Status or Disposal Code) that the system assigns to the equipment record.
Specify the company that is responsible for the equipment costs.
The system uses this value when validating the depreciation defaults for the asset cost account.
Enter a value from UDC 17/PA (Product Family) that identifies the default product family.
Blank: Selects all
The system uses this processing option when searching for equipment records.
Enter a value from UDC 17/PM (Product Model) that identifies the default product model.
If you leave this field blank, the system selects all.
The system uses this processing option when searching for equipment records.
Specify whether the system runs the application for the CRM user. Values are:
Blank: Non CRM User
1: CRM User
These processing options specify the versions of programs to access from the equipment records.
Specify the version of the Equipment Master Revisions program (P1702).
Blank: ZJDE0001
Specify the version of the Work With Work Orders program (P48201) that you access from the equipment master record.
Blank: ZJDE0002
Specify the version of the Status History program (P1307) that you access from the equipment master record.
Blank: ZJDE0002
Specify the version of the Equipment Message Log program (P1205) that you access from the equipment master record.
Blank: ZJDE0002
Specify the version of the Equipment PM Schedule program (P1207) that you access from the equipment record.
Blank: ZJDE0002
Specify the version of the Cost Summary program (P122101) that you access from the equipment master record.
Blank: ZJDE0003
Specify the version of the Bill of Material Inquiry program (P30200) that you access from the equipment record.
Blank: ZJDE0001
Specify the version of the Entitlements Inquiry program (P1723) that you access from the equipment master record.
Blank: ZJDE0001
Specify the version of the Work With Cases program (P17500) that you access from the equipment master record.
Blank: ZJDE0003
Specify the version of the Item Master program (P4101) that you access from the equipment master record.
Blank: ZJDE0001
Specify the version of the Supplemental Data program (P00092) that you access from the equipment master record.
Blank: ZJDE0001
Specify the version of Equipment Master Related Order Information program (P17023) to use.
The system uses this version to access orders that are associated with the selected equipment record when you select Equipment Master, then Related Orders from the Row menu on the Work with Equipment Master form.
Blank: ZJDE0001
Specify the version of the Equipment Master Parent/Child program (P12017) that you access from the equipment master record.
Blank: ZJDE0002
Specify the version of the Asset Master Information program (P1201) that you access from the equipment record.
Blank: ZJDE0001
Specify the version of the Work With Locations program (P12215) that you access from the equipment record.
Blank: ZJDE0001
Specify the version of the Location Transfer program (P12115) that you access from the equipment record.
Blank: ZJDE0001
Specify the version of the Equipment Master Address Location Revisions program (P1704) that you want to use.
Blank: ZJDE0001
Specify the version of the Item Branch program (P41026) that you want to use.
Blank: ZJDE0001
Specify the version of the Equipment Backlog program (P13220) that you want to use.
Blank: ZJDE0001
Specify the version of the PM Backlog program (P12071) that you want to use.
Blank: ZJDE0001
Specify the version of the Equipment Parts List program (P13017) that you want to use.
Blank: ZJDE0001
Specify the version of the Equipment Master Revisions program (P90CD001) that you want to use. This program is used only when the CRM User processing option on the Process tab is set to 1 (CRM User).
Blank: ZJDE0001
Use these processing options to set default values for the Equipment Master Revisions program.
Note: Access these processing options by entering IV (interactive versions) in the Fast Path field. |
These processing options specify requirements for when you add equipment records.
Specify whether the system requires a unit number when you add an equipment record. Values are:
Blank: Do not require a unit number.
1: Require a unit number.
Note: This processing option does not apply to the Speed Registration program (P1705). |
Specify whether you are required to enter a serial number when you add an equipment record. Values are:
Blank: Do not require a serial number.
1: Require a serial number.
Specify whether you are required to enter an inventory item number when you add an equipment record. Values are:
Blank: Do not require an inventory item number.
1: Require an inventory item number.
Specify whether to generate a base warranty contract when you add an equipment record. Values are:
Blank: Do not generate a base warranty contract.
1: Generate a base warranty contract.
Specify which start date the system uses for the base warranty contract. Values are:
Blank: Use the installation date as the start date.
1: Use the acquired date as the start date.
Specify whether the system requires base warranty defaults before you add an equipment record. Values are:
Blank: Do not require base warranty defaults.
1: Require base warranty defaults.
Specify whether the system displays base warranty contracts after you add an equipment record. Values are:
Blank: Do not display base warranty contracts.
1: Display base warranty contracts.
Specify whether the system automatically creates mailing data in the Equipment Master Location Details table (F17311) when you add an equipment record. Values are:
Blank: Do not automatically create mailing data.
1: Automatically create mailing data.
Specify whether the system assigns the default value for the assessor. Values are:
Blank: Assign the assessor.
1: Do not assign the assessor.
These processing options supply default values on the Equipment Master Revisions form.
Specify the company that is responsible for the equipment costs.
The system uses this value when validating the depreciation defaults for the asset cost account.
Specify the business unit that is responsible for the equipment costs.
The system uses this value when validating the depreciation defaults for the asset cost account.
Specify the business unit component of the asset cost account that the system uses for tracking equipment costs.
The system uses the asset cost account to determine which depreciation default accounts to validate.
Specify the object component of the asset cost account that the system uses for tracking equipment costs.
The system uses the asset cost account to determine which depreciation default accounts to validate.
Specify the subsidiary component of the asset cost account that the system uses for tracking equipment costs.
The system uses the asset cost account to determine which depreciation default accounts to validate.
Specify whether the parent asset supplies default values for cost account information when you add children assets. Values are:
Blank: Do not use cost account information.
1: Use cost account information.
Specify whether the system creates an account balances record when you add an equipment record. Values are:
Blank: Do not create account balances.
1: Create account balances.
Enter a value from UDC 12/ES (Status or Disposal Code) that identifies the initial status that the system assigns to the equipment record.
Enter a value from UDC 17/RS (Product Registration Status) that identifies the initial registration status that the system assigns to the equipment record.
Specify a default value for the Allow Work Order field when adding an Equipment Master record. Values are:
Blank: Do not allow work orders.
1 or Y: Allow work orders.
Specify whether the system derives the equipment location from the responsible business unit. Values are:
Blank: No Location.
1: Use the location from the responsible business unit.
Specify the effective start date for the equipment location. Values are:
Blank: Use the system date.
1: Use the date acquired.
Specify the default value for the Allow Meter Schedules field when adding an Equipment Master record. Values are:
Blank: Do not allow meter based PM schedules.
1: Allow meter based PM schedules.
Specify whether the system runs the application for the CRM user. Values are:
Blank: Non-CRM user.
1: CRM user.
These processing options supply export values on the Equipment Master Revisions form.
Enter a value from UDC 00/TT (Transaction Type) that identifies the transaction type for the export transaction.
If you leave this processing option blank, the system does not perform interoperability processing.
Specify which version of APS Outbound Processor (R34A400) the system uses when it performs interoperability processing.
Blank: XJDE0002
These processing options specify the versions of programs to launch from the equipment records.
Specify the version of the Entitlements Inquiry program (P1723) that you access from the Equipment Master Revisions form.
Blank: ZJDE0001
Specify the version of the Work With Work Orders program (P48201) that you access from the Equipment Master Revisions form.
Blank: ZJDE0002
Specify which version of Status History (P1307) the system uses.
Blank: ZJDE0002
Specify which version of Equipment Message Log (P1205) the system uses.
Blank: ZJDE0002
Specify which version of Equipment PM Schedule (P1207) the system uses.
Blank: ZJDE0002
Specify which version of Cost Summary (P122101) the system uses.
Blank: ZJDE0003
Specify the version of the Bill of Material Inquiry program (P30200) that you access from the Equipment Master Revisions form.
Blank: ZJDE0001
Specify the version of the Quick Customer/Contact Add program (P01015) that you access from the Equipment Master Revisions form.
Blank: ZJDE0001
Specify the version of the Work With Cases program (P17500) to use.
Blank: ZJDE0003
Specify the version of the Item Master program (P4101) that you access from the Equipment Master Revisions form.
Blank: ZJDE0001
Specify the version of the Item Branch program (P41026) that you access from the Equipment Master Revisions form.
Blank: ZJDE0001
Specify which version of Equipment Master Related Order Information (P17023) the system uses.
Blank: ZJDE0001
Specify the version of the Equipment Master Parent/Child program (P12017) that you access from the Equipment Master Revisions form.
Blank: ZJDE0002
Specify the version of the Supplemental Data program (P00092) that you access from the Equipment Master Revisions form.
Blank: ZJDE0005
Specify the version of the Asset Master Information program (P1201) that you access from the Equipment Master Revisions form.
Blank: ZJDE0001
Specify the version of the Location Transfer program (P12115) that you access from the Equipment Master Revisions form.
Blank: ZJDE0001
Specify the version of the Equipment Parts List program (P13017) that the system uses.
Blank: ZJDE0001
Specify the version of the Equipment Master Address Location Revisions program (P1704) that the system uses.
Blank: ZJDE0001
Specify the version of the Work With Locations program (P12215) that the system uses.
Blank: ZJDE0001
Specify the version of the Work With Equipment Work Orders program (P13220) that the system uses.
Blank: ZJDE0001
Specify the version of the Preventive Maintenance Backlog program (P12071) that the system uses.
Blank: ZJDE0001
Specify the version of the Accounts program (P0901) that the system uses.
Blank: ZJDE0001
Specify the version of the Work With Contracts program (P1720) that the system uses.
Blank: ZJDE0001
Specify the version of the Work With Parent History program (P12212) that the system uses.
Blank: ZJDE0001
Specify the version of the License Information program (P1206) that the system uses.
Blank: ZJDE0001
Specify the version of the Equipment Revisions program (P90CD001) that the system uses. This program is used only when the CRM User processing option on the Process tab is set to 1 (CRM User).
Blank: ZJDE0001
The Equipment Master Update from Ship Confirm enables additional data selection criteria. These processing options specify the additional criteria.
Enter a value from UDC 40/AT (Activity/Status Code) that identifies the last status of a sales order that is required to add an equipment record.
Enter a value from UDC 00/CN (Country Codes) that identifies the country code of customers whose orders are to be added to the equipment master.
This section discusses how to:
Create equipment records from fixed assets.
Set processing options for the Create Equipment Master Extension Tables program (P17021).
You can create an equipment record from an existing record in the JD Edwards EnterpriseOne Fixed Assets database.
Form Name | FormID | Navigation | Usage |
---|---|---|---|
Create Equipment Master Extension Tables | W17021A | Periodic Equipment Master Processing (G1721), Create Equip Master from Fixed Assets | Locate the record. |
Equipment Master Revisions | W1702A | Select a record on the Create Equipment Master Extension Tables form, and select Create Extension from the Row menu. | Create equipment records from fixed assets.
Enter information such as site number, customer number, date acquired, installation date, serial number, inventory item number, product model, and product family. |
Access the Create Equipment Master Extension Tables form.
When you click Find, the system displays only the assets that do not have the Equipment Master Extension (F1217) table populated.
Figure 12-2 Create Equipment Master Extension Tables form
Use these processing options to supply the default values for the Create Equipment Master Extension Tables program.
This processing option specifies the beginning registration status.
Enter a value from UDC 17/RS (Product Registration Status) that identifies the initial registration status that the system assigns to the equipment record.
These processing options specify default values for equipment base warranties.
Specify whether the system generates base warranty contracts when you create an equipment record. Values are:
Blank: Do not generate base warranty contracts.
1: Generate base warranty contracts.
Specify which date the system uses as the start date for the base warranty contract. Values are:
Blank: Use the installation date as the start date.
1: Use the acquired date as the start date.
Specify whether the system displays base warranty contracts after you add an equipment record. Values are:
Blank: Do not automatically display the base warranty contracts after creating an equipment record.
1: Automatically display the base warranty contracts after creating an equipment record.
These processing options specify the versions of programs to launch from Equipment Master Revisions.
Specify the version of the Equipment Master Revisions program (P1702). The system uses the processing options from this version, such as serial number requirements and base warranty default requirements, when creating Equipment Master extension records.
Blank: ZJDE0001
Specify the version of the Equipment Master Revisions program (P1702) that the system uses to display the newly created equipment master record.
Blank: ZJDE0001
Specify the version of Work With Contracts (P1720) to use when you create base warranty contracts.
Blank: ZJDE0001
This section provides an overview of equipment geocoding and describes how to:
Run the Update Equipment Geo Code (R17220W) Report
Set up processing options for the Update Equipment Geo Code (R17220W)
Equipment geocoding converts the equipment's location into latitude and longitude values. These values are available for use in a map and search by proximity functionality in the mobile applications.
To obtain the geocode coordinates of equipment location record, you must set the value of Enable Location Services to Yes in the Work with EnterpriseOne System Control (P99410) program.
Note: The latitude and longitude fields are view-able in the web application. |
To run the Update Equipment Geo Code report, you must perform data selection on the Asset Master File (F1201) table, Location Tracking (F1204) table and Equipment Master Extension (F1217) table.
When you run the R17220W report, the system creates, or updates the location of an equipment based on the processing option specified in the Update Equipment Geo Code program. The system uses the Address Book addresses which communicates with the Oracle Location Services to convert the equipment location to latitude and longitude coordinates for each record of equipment with an Address Line, City, and Postal code.
Processing options enable you to specify the default processing for programs and reports.
Use this processing option to specify whether the system uses the existing F17311 records with a geo-code. Values are:
Blank: Replace existing equipment F17311 records with a new latitude and longitude geo-code.
1: Maintain the existing latitude and longitude geo-code on the existing equipment F17311 records.
Use this processing option to specify if the system uses the location of the physical address when creating or updating F17311 records. Values are:
1: Customer Number (Default)
2: Site
3: Business Unit
Note: If you set the processing option based upon customer number, you must ensure your data selection only selects records where the customer's address is the primary location of the equipment. This can be any data associated with the equipment such as the customer number or category codes based upon your setup.For example, if you specify the processing option as Customer Number, your data selection may select equipment that has customer number defined in the equipment. When you run the R17220W report, based on the processing options specified, the system updates the latitude and longitude of customer's address for the equipment in F17311 table. |