Index

A  B  C  D  E  F  G  H  I  J  L  M  N  O  P  R  S  T  U  W 

A

AAIsautomatic accounting instructions, 5.2
Account Balances table (F0902), 5.2, 19.1.4, 20.5
Account Ledger table (F0911), 2.2.1, 6.7, 20.5, A.4.7
Account Master table (F0901), 2.2.2, 6.7.1
additional system information, 7.2.4
Address Book Master table (F0101), 2.2.2, 6.7.1
Address Book Revision form, 4.6.3
Address Book Revisions program (P01012), 4.6.3
analyses, 23.3.1
Asset Account Balances table (F1202), 2.2.1, 5.2, 6.7, 15.10.1, 19.1.4, 20.5, 25.3.8, A.4.7
asset information - updating, 26.3
Asset Master table (F1201), 2.2.1, 6.7, A.5.1, A.5.7
Associated Service Types form, 15.6.3
automatic accounting instructions
FA range, 6.3.9.7
FMA, FMB, FMF, FMG, FMH, and AT00, 8.1.2
FMC, FMD, FME, FMI, FMJ, and FMK, 8.1.3
FMJE, 6.3.9.6
FTC range, 6.3.9.3
FTC1 through FTC0 ranges, 6.3.9.4
FTD range, 6.3.9.2
FTxx ranges, 6.3.9.5
FX range, 19.1
FX range of accounts, 5.2
preventive maintenance, 8.1, 8.1.1
setting up for equipment billing, 6.3.9
setting up for preventive maintenance, 8.1
setting up for work orders, 9.2
Automatic Accounting Instructions Master table (F0012), 2.2.2, 6.7.1
available quantity, 7.1.2, 7.1.2

B

Batch Type program (P0011), 25.4.7
Batches program (P0091), 20.4.1
Bill of Material Master table (F3002), 2.2.2, A.5.1
Bill of Material Revisions program (P3002), 16.4.5
Bill of Material Where Used program (P30201)
processing options, 22.7.3
usage, 22.7.1
billable days setup, 6.11
Billing Rate Code Setup program (P13901), 6.8.1
branch/plant constants setup, 7.3.5
Budget to Actual report (R13418)
processing options, A.5.6
usage, A.5.5
Budget to Actual Variance program (P48218), 19.3.1.5
Business Interface Integration Objects, 1.5

C

CAM - Manage Equipment Work Orders program (P13714), 17.5.7
CAM - Manage Work Order Labor program (P13732), 17.8.6
CAM - Manage Work Order Parts program (P13730), 17.6.5
CAMcapital asset management, 1.2
capacity load, 22.10.1, 22.10.4, 22.10.6, 22.11.1
Capacity Load program (P3313), 22.10.3
Capacity Load table (F3313), A.7.1
Capacity Message Summary program (P3301), 22.9.6
Capacity Message table (F3311), A.7.1
Capacity Planning Message Revisions program (P3311), 22.9.8
Capacity Requirements and Messages report (R3350)
processing options, A.7.2
usage, A.7.1
capacity requirements planning, 9.4
capital asset management
features, 2.1
overview, 1.1
process flow, 1.2
reports available, 2.1.3
tables, 2.2
Case Entry program (P17501E), 24.4.6
case management, 2.1.4
Category Code Analysis program (P13CCA), 19.3.1.3
category codes, 7.2.5
description, 2.1.1
reviewing work orders, 19.3.1.3
CBMcondition-based maintenance, 2.1.5
commitments, 7.1.3
common elements, 14.2, 15.4, 17.4
Component Changeout form, 18.7.3
component change-out parent and component relationships, 18.7
Component Changeout program (P17STAT), 18.7.1
Component Item Substitutions form, 17.7.6
condition-based maintenance, 2.1.5
constants
branch/plant, 7.3.5
manufacturing, 10.4
planning, 10.4
service and warranty, 4.3.1
conversion programs, 26.8
Copy by Item form, 17.8.4
cost and account information, 16.4.6
for work centers, 16.4.6
reviewing shop costs, 19.2
cost reports, A.2.2
Create Equipment Master Extension Tables form, 12.3.2
Create Equipment Master Extension Tables program (P17021)
processing options, 12.3.3
usage, 12.3
cross-references for parts, 22.8
CRPcapacity requirements planning, 9.4
Customer Information Revisions form, 4.6.4
customers
adding SWM information, 4.6.4
revising history, 13.4
revising information, 13.4.1
setting up, 4.6

D

data purge and archival, 26.9
Default Accounting Constants table (F12002), 2.2.2, 6.7.1
Default Depreciation Constants table (F12003), 2.2.2, 6.7.1
Default Location & Approval form, 9.8.3
Default Location and Printers program (P400951), 9.8.3
default locations
setting up, 9.8
understanding, 9.8.1
Default Print Queues form, 9.8.4
Default Print Queues program (P40096), 9.8.4
default printers
setting up, 9.8
understanding, 9.8.1

E

Employee Transaction History table (F0618), 26.5.1
Enter Bill of Material Information form, 16.4.5
Enter Routing Information form, 16.4.10
EPLequipment parts list, 13.6
equipment
accounting structure, 19.1.4
adding master extension records, 26.7.1
costing, 19.1
creating a preventive maintenance schedule, 15.5
creating master records manually, 12.2
creating messages from role-based workspaces, 24.2.8
creating records from fixed assets, 12.3
entering specification information, 13.5
entering time billing information, 25.3.5
exchanging, 18.7.1
identifying, 2.1.1
information, 4.1.1
journal entry cost chart, 19.1.4
locating records, 13.2
location billing, 25.2
message logs, 2.1.1
printing reports, A.2.1
reports, A.2.1
searching for information, 2.1.1
searching for records, 13.2
searching for records from role-based workspaces, 24.2.2
setting up, 5.1
setting up distribution rules, 6.12
setting up next numbers, 4.4.1
tables, 2.1.1, 12.2.1
time billing, 25.1
tracking equipment status, 13.3
tracking locations, 2.1.2, 6.4.2
updating numbers, 26.2
using time entry, 25.3.2
viewing detail information from role-based workspaces, 24.2.4
viewing PM backlog from role-based workspaces, 24.2.10
viewing specification data from role-based workspaces, 24.2.12
viewing status history from role-based workspaces, 24.2.6
Equipment Analysis Costs table (F1383), 2.2.2
Equipment Analysis Filters table (F1381), 2.2.2
Equipment Analysis Groups table (F1380), 2.2.2
Equipment Analysis Listing table (F1382), 2.2.2
Equipment Analysis Rules table (F1385), 2.2.2
equipment billing
automatic accounting instructions, 6.3.9
charging for use, 6.5
cost accounting, 6.5.2
integrations, 6.2
reporting, 6.5.3
searching for information, 6.4.1
setting up, 6.3
setting up billable days, 6.11
setting up distribution rules, 6.12
setting up rate code hierarchy, 6.8.1
setting up rates, 6.9
setting up rental rules, 6.10
system flow, 6.6
tables, 6.7
time billing, 6.5.1
understanding, 6.1
user-defined codes, 6.3.10
Equipment Billing Rates report (R12426)
processing options, A.4.6
usage, A.4.5
Equipment Category Code Mapping table (F1391), 2.2.2, 6.7.1
equipment cost analysis, 2.1.6
Equipment Cost Analysis report (R12424)
processing options, A.4.4
usage, A.4.3
Equipment Detail program (P1702E)
processing options, 24.2.5
usage, 24.2.4
Equipment Distribution Rules program (P1305), 6.12.2
Equipment Distribution Rules table (F1305), 6.7.1, 6.12
Equipment History report (R13420)
processing options, A.5.8
usage, A.5.7
Equipment License Master table (F1206), 6.7.1
equipment master
description, 11.2.1
information, 11.1
supplemental information, 11.2.2
types of identification, 11.2
Equipment Master Address Location Revision program (P1704), 13.4.1
Equipment Master Extension table (F1217), 2.2.1
Equipment Master Location History table (F1731), 2.2.1
Equipment Master Revisions form, 12.2.3
Equipment Master Revisions program (P1702)
processing options, 12.2.5
usage, 12.2.3
Equipment Messages program (P1205E)
processing options, 24.2.9
usage, 24.2.8
Equipment Messages table (F1205), 2.2.2, 6.7.1
equipment parts list
considerations, 13.6.3
copying, 13.7.1
creating, 13.6
understanding, 13.6.1
Equipment Parts List Batch Update program (R13808)
processing options, 13.8.2
usage, 13.8
Equipment Parts List Detail form, 13.6.4
Equipment Parts List program (P13017)
processing options, 13.6.5
usage, 13.6, 13.7.1
Equipment Parts List report (R13410)
processing options, A.5.2
usage, A.5.1
Equipment Parts List table (F13017), 2.2.2
Equipment PM Backlog program (P12071E)
processing options, 24.2.11
usage, 24.2.10
Equipment PM Schedule (Model) table (F12071), 2.2.2
Equipment PM Schedule form, 15.5.4
Equipment PM Schedule program (P1207), 15.8.3
Equipment Rate Code Definition table (F1390), 6.7.1
Equipment Rates program (P1301), 6.9.2
equipment rates setup, 6.9
Equipment Rates table (F1301), 6.7.1
Equipment Routes table (F1308), 2.2.2
Equipment Search program (P1701E)
processing options, 24.2.3
usage, 24.2.1
equipment status
tracking, 13.3
understanding, 13.3.1
Equipment Time Entry form, 25.3.5
Equipment Time Entry program (P12110)
processing options, 25.3.4
usage, 25.3.5
Equipment Variance report (R13400)
processing options, A.4.8
usage, A.4.7
equipment parts list
running the batch update, 13.8
understanding the batch update, 13.8.1
extension records
adding equipment master, 26.7.1
adding work order, 26.7.2
overview, 26.7

F

F0005 table, 2.2.2, 6.7.1
F00090 table, 2.2.2
F00091 table, 2.2.2
F00092 table, 2.2.2, 6.7.1
F0012 table, 2.2.2, 6.7.1
F0101 table, 2.2.2, 6.7.1
F0618 table, 26.5.1
F0901 table, 2.2.2, 6.7.1
F0902 table, 5.2, 19.1.4, 20.5
F0911 table, 2.2.1, 6.7, 20.5, A.4.7
F12002 table, 2.2.2, 6.7.1
F12003 table, 2.2.2, 6.7.1
F1201 table, 2.2.1, 6.7, A.5.1, A.5.7
F1202 table, 2.2.1, 5.2, 6.7, 15.10.1, 15.10.4, 19.1.4, 20.5, 25.3.8, A.4.7
F1204 table, 2.2.1, 6.7, A.3.5
F1205 table, 2.2.2, 6.7.1
F1206 table, 2.2.2, 6.7.1
F1207 table, 2.2.1, 26.6.2
F12071 table, 2.2.2
F1210 table, 2.2.2, 6.7.1, A.3.5
F1212 table, 2.2.2, 6.7.1
F1215 table, 2.2.2, 6.7.1
F1216 table, 2.2.2, 6.7.1
F1217 table, 2.2.1
F1301 table, 6.7.1
F13017 table, 2.2.2
F1305 table, 6.7.1, 6.12
F1306 table, 2.2.2
F1307 table, 2.2.2, 6.7.1
F1308 table, 2.2.2
F13411 table, 2.2.2, 22.2.1, 22.3.1, A.6.1
F1380 table, 2.2.2
F1381 table, 2.2.2
F1382 table, 2.2.2
F1383 table, 2.2.2
F1385 table, 2.2.2
F1390 table, 6.7.1
F1391 table, 2.2.2, 6.7.1
F1393 table, 2.2.2
F1731 table, 2.2.1
F30006 table, A.7.1
F3002 table, 2.2.2, A.5.1
F3003 table, 2.2.2
F3111 table, 2.2.2
F3112 table, 2.2.2, 26.5.1
F3311 table, A.7.1
F3313 table, A.7.1
F3405 table, A.6.3
F3411 table, A.6.3
F3413 table, A.6.3
F3460 table, 2.2.2, 22.2.1, 22.3.1
F4101 table, A.5.1
F48002 table, 2.2.2
F4801 table, 2.2.1, 17.9, 26.5.1, A.5.7
F4802 table, 2.2.2
F4826 table, 2.2.2
F4827 table, 2.2.2
F4829 table, A.5.3
F48301 table, 2.2.2
F48302 table, 2.2.2
F48307 table, 2.2.2
F48310 table, 2.2.2
F48311 table, 2.2.2
F48315 table, 2.2.2
F48316 table, 2.2.2
failure analysis
defining tree names, 23.2.6
overview, 23.1
setting up, 23.2, 23.2.1
setting up analyses, 23.3
setting up analyses by code, 23.3.4
setting up analyses by tree, 23.3.5
setting up codes, 23.2.5
setting up constants, 23.2.3
setting up failures, 23.3
setting up failures by code, 23.3.4
setting up failures by tree, 23.3.5
setting up resolutions, 23.3
setting up resolutions by code, 23.3.4
setting up resolutions by tree, 23.3.5
setting up sequences, 23.2.8
setting up tree structure, 23.2.7
user-defined codes, 4.2.3
working with transactions, 23.4
Failure Analysis Codes program (P17761), 23.2.4
Failure Analysis Tree Names program (P17762), 23.3.6
failures, 23.3.1
family and model combinationsproduct family and model combinations, 4.5
fixed assets - creating equipment records, 12.3
Forecast Consumption Periods table (F3405), A.6.3
Forecast File table (F3460), 2.2.2, 22.2.1, 22.3.1
Freeze Work Center Rates program (R30860), 16.4.8
frozen costs
updating for work centers, 16.4.7
frozen costs for work centers, 16.4.2

G

general accounting integration, 19.1
general ledger
integration with equipment, 5.2
posting inventory issues, 20.5
reviewing work order transactions, 19.3.1.1
General Ledger Post program (R09801), 20.5, 25.3.7
Global PM Schedule program (P13075), 26.6.2, 26.6.3
global updates
asset information, 26.3
equipment numbers, 26.2
preventive maintenance schedule information, 26.6, 26.6.2, 26.6.3
standard parts lists, 26.5.4
work order actual amounts, 26.5.1
work order information, 26.5
work order status based on purchase orders, 26.5.2

H

history
reviewing status, 18.6
revising owner and site, 13.4
tracking equipment status, 13.3

I

IGSintelligent graphic solution, 1.3.15
implementation steps
capital asset management, 1.4.2
global, 1.4
Integration, 1.5
integrations, 1.3
intelligent graphic solution, 1.3.15
integrating, 3.3
overview, 3.1
work order parts, 3.3.2, 3.3.3
inventory
assigning category codes, 7.2.5
available quantity, 7.1.2
branch/plant constants, 7.3.5
commitments, 7.1.3
commitments graphic, 7.1.3
entering item branch information, 7.2.3
entering item master records, 7.2.2
entering additional system information, 7.2.4
item master, 7.2
line types, 7.3.1
on-hand quantity, 7.1.2
overview, 7.1
reviewing issues, 20.4
selecting parts for work orders, 17.7.1
setting up, 7.3
setting up items, 7.2
stocking type codes, 7.3.2
stocking types, 7.1.1
supply and demand quantities, 7.1.4
Inventory Issue Revisions form, 20.2.4
Inventory Issues program (P4112)
processing options, 20.3.4
usage, 20.3.1
item branch information, 7.2.3
Item Cross Reference program (P4104), 22.8.3
item master records, 7.2.2
Item Master table (F4101), A.5.1

J

journal entries
equipment cost flow, 5.3
processing, 21.4
purging, 25.4.9
reviewing inventory issues, 20.4
types that affect equipment costs chart, 19.1.4

L

labor
assigning to work orders, 17.8
generating plans, 22.9.2
instructions, 17.8.1
plan generation messages, 22.9.2
planning reports, A.2.5
printing planning reports, A.2.5
reviewing capacity load, 22.10
reviewing capacity load by period summary, 22.10.6
reviewing capacity load by work center, 22.10.4
reviewing messages by dispatch group, 22.9.7
reviewing messages by work center, 22.9.9
reviewing work order costs, 19.3.1.5
revising resource units for a work center, 22.12
revising resources, 22.11
revising work order dates, 22.11.1
setting up critical work centers, 22.9.2
understanding forms and messages, 22.9.1
understanding plans, 22.9.1
working with plans, 22.9
licenses and certifications, 2.1.1
line types, 7.3.1
location billing
account distribution, 6.12
approving a batch, 25.4.6
creating, 25.4.4
excluding non-billable locations, 25.4.4.3
posting, 25.4.8
process flow, 25.4.1
rate groups, 25.2
rate tables, 25.2
rental rules, 25.2
reviewing, 25.4.5
revising, 25.4.9
understanding, 25.2
verifying, 25.4.4.1
Location Billing Inquiry program (P13200), 25.4.5
Location Billings program (R1304), 25.4.3
Location History Text table (F1210), 2.2.2, 6.7.1, A.3.5
Location Information report (R12460)
processing options, A.3.6
usage, A.3.5
Location Tracking table (F1204), 2.2.1, 6.7, A.3.5
locations, searching, 2.1.1

M

maintenance costing
accounting structure, 19.1.4
explaining cost types, 19.1.4
issuing miscellaneous parts to work orders, 20.3
issuing parts to a work order, 20.1, 20.2
overview, 5.2
posting inventory issues, 20.5
reviewing by cost account, 19.2
reviewing costs by parent work order, 19.3.1.4
reviewing estimated and actual work order amounts, 19.3.1.5
reviewing inventory issues, 20.4
reviewing summarized work order costs, 19.3.1.2
reviewing work order costs, 19.3
reviewing work order costs by category code, 19.3.1.3
reviewing work order transactions, 19.3.1.1
maintenance planning, 4.1.5
generating a parts plan, 22.4
reports, A.2.4
reviewing PM projections, 22.3
setting up general information, 10.1
supply and demand inclusion rules, 9.4, 10.3
understanding, 22.1
understanding PM projections, 22.3.1
Maintenance Reschedule Metrics table (F48316), 2.2.2
maintenance routes
creating, 15.7
using logical equipment, 15.7.1
using phantom equipment, 15.7.1
using virtual equipment, 15.7.1
maintenance rules
assigning work orders, 8.2.2
calculating projected start dates, 8.2.2.2
searching for, 8.2.2.1
setting up, 8.2.2
Maintenance Rules program (P1393), 8.2.5
Maintenance Rules table (F1393), 2.2.2
Maintenance Schedule File table (F1207), 2.2.1
Maintenance Schedule Metrics tables (F48315), 2.2.2
Maintenance Schedule Periods table (F48302), 2.2.2
Maintenance Schedule table (F1207), 26.6.2
Manufacturing Constants program (P3009), 10.4.2
Manufacturing Constants Revision form, 10.4.2
manufacturing constants setup, 10.4
material requirements planning
forecasts, 2.2.2
supply and demand inclusion rules, 9.4
MBFtimeentry master business function, 21.3.3
message logs, 11.2.4
Message Summary program (P3401), 22.4.5
meter estimates
overview, 14.6
setting up, 14.6.1
Meter Estimates form, 14.6.4
Meter Reading Estimates program (P1306)
processing options, 14.6.3
usage, 14.6.1
Meter Reading Estimates table (F1306), 2.2.2
meter reading interoperability, 4.2.4
meter readings
creating equipment templates, 14.5
entering, 14.3
entering for a piece of equipment, 14.3.5
entering speed, 14.4
original and lifetime, 15.10.1
overview of meter estimatesmeter estimates, 14.6
reviewing, 14.7
revising, 14.7
understanding, 14.1
understanding speed, 14.4.1
updating estimates, 14.6.5
viewing from role-based workspaces, 24.2.13
Meter Readings form, 14.3.5
Meter Readings program (P12120), 15.10.1
processing options, 14.3.4
usage, 14.3.1
Meter Readings program (P12120E)
processing options, 24.2.14
usage, 24.2.13
Mobile Applications for Health and Safety, 9.1.4, 12.1.1, 13.1.1
Mobile Applications for Incident Management, 17.2.2, 18.11.2, 24.4.3
Mobile Applications for Meter Reading for Equipment, 24.1.1
Mobile Applications for Speed Meter Reading, 14.1.1
Mobility, 9.1.4, 12.1.1, 13.1.1, 14.1.1, 17.2.2, 18.11.2, 24.1.1, 24.4.3
model and family combinationsproductfamily and model combinations, 4.5
model schedules
creating, 15.8.1
preventive maintenance, 15.8
model time entry, 25.3.6
model work orders
creating, 16.1
for unscheduled maintenance, 17.10.1
setting up parts lists and instructions, 16.4.1
MPS/MRP/DRP Message table (F3411), A.6.3
MPS/MRP/DRP Summary table (F3413), A.6.3
MRPmaterial requirements planning, 9.4
MRPmaterial requirementsplanning, 2.2.2
MRP/MPS Detail Message Revisions program (P3411), 22.5.3
MRP/MPS Requirements Planning program (R3482), 22.4

N

next numbers
setting up for equipment, 4.4.1
setting up for work orders, 9.6
Next Numbers program (P0002), 4.4.3

O

on-hand quantity, 7.1.2
Operation Dispatch Inquiry (P31220), 22.11.3
order line typesline types, 7.3.1
overviews
capital asset management, 1.1

P

P0002 program, 4.4.3
P0011 program, 25.4.7
P0091 program, 20.4.1
P01012 program, 4.6.3
P050002A program, 21.3.3
P09210A program, 19.2.3
P1205E program
processing options, 24.2.9
usage, 24.2.8
P1207 program, 15.8.3
P12071 program
processing options, 15.10.4
usage, 15.10.1
P12071E program
processing options, 24.2.11
usage, 24.2.10
P12110 program
processing options, 25.3.4
usage, 25.3.5
P12120 program, 15.10.1
processing options, 14.3.4
usage, 14.3.1
P12120E program
processing options, 24.2.14
usage, 24.2.13
P12120U program
processing options, 14.4.3
usage, 14.4
P1215 program, 5.4.4
P1301 program, 6.9.2
P13017 program
processing options, 13.6.5
usage, 13.6, 13.7.1
P1302 program, 6.10, 6.11.2
P1305 program, 6.12.2
P1306 program
processing options, 14.6.3
usage, 14.6.1
P1307 program
processing options, 13.3.4, 18.6.3
usage, 13.3.1
P13075 program, 26.6.2, 26.6.3
P1307E program
processing options, 24.2.7
usage, 24.2.6
P13200 program, 25.4.5
P13220 program, 18.3.3
P134310E program
processing options, 24.3.11
usage, 24.3.10
P13700 program
processing options, 17.5.6
usage, 17.5.2
P13714 program, 17.5.7
P13730 program, 17.6.5
P13732 program, 17.8.6
P13901 program, 6.8.1
P1393 program, 8.2.5
P13CCA program, 19.3.1.3
P17001 program, 4.3.3, 9.5.2, 23.2.3
P1701 program
processing options, 12.2.4
usage, 13.1
P1701E program
processing options, 24.2.3
usage, 24.2.1
P1702 program
processing options, 12.2.5
usage, 12.2.3
P17021 program
processing options, 12.3.3
usage, 12.3
P1702E program
processing options, 24.2.5
usage, 24.2.4
P1704 program, 13.4.1
P17500E program, 24.4.4
P17501E program, 24.4.6
P17714 program, 17.9.5
P17714E program
processing options, 24.3.6
usage, 24.3.5
P17715 program
processing options, 9.7.3
usage, 9.7
P17730 program, 17.6.6
P17732 program, 17.8.7
P17761 program, 23.2.4
P17762 program, 23.3.6
P17766 program, 23.3.3
P1790 program, 4.5.3
P17STAT program, 18.7.1
P3002 program, 16.4.5
P3003 program, 16.4.9, 16.4.10
P3006 program, 10.7.4, 10.7.5, 16.4.6
P3009 program, 10.4.2
P30201 program
processing options, 22.7.3
usage, 22.7.1
P3121 program, 18.8.4
P31220 program, 22.11.3
P3301 program, 22.9.6
P3311 program, 22.9.8
P3312 program, 22.10.5
P3313 program, 22.10.3
P3401 program, 22.4.5
P3411 program, 22.5.3
P400951 program, 9.8.3
P40096 program, 9.8.4
P4104 program, 22.8.3
P4112 program
processing options, 20.3.4
usage, 20.3.1
P48201 program, 18.10.1
P48201E program
processing options, 24.3.4
usage, 24.3.3
P48218 program, 19.3.1.5
P48331E program
processing options, 24.3.9
usage, 24.3.8
parent and component relationships
description, 2.1.1
swapping components, 18.7
Parent History table (F1212), 2.2.2, 6.7.1
pareto analysis, 23.1
parts
assigning to work orders, 17.7
generating a plan, 22.4
integration with maintenance planning, 22.4.1
issuing miscellaneous parts to work orders, 20.3
issuing to work orders, 20.1, 20.2
planning horizons, 22.4.1
planning messages, 22.4.1
posting inventory issues, 20.5
purchasing for work orders, 18.9
reviewing, 18.8.1
reviewing by planning family, 22.4.6
reviewing inventory issues, 20.4
reviewing parent information for component parts, 22.7
reviewing plans, 22.4.1
reviewing supply and demand, 22.6
reviewing work order costs, 19.3.1.5
updating standard parts lists, 26.5.4
updating work order status based on parts received, 26.5.2
working with cross-references, 22.8
working with detail messages, 22.5, 22.5.1
parts list
overview of standard, 16.4.1
setting up standard, 16.4, 16.4.1.4
Parts List Detail Inquiry form, 18.8.3
parts planning user-defined codes, 10.5.1
payroll - processing journal entries, 21.4
period summary - reviewing capacity load, 22.10.6
Period Summary program (P3312), 22.10.5
Period Summary report (R3352)
processing options, A.7.4
usage, A.7.3
planning constants setup, 10.4
planning workbench, 17.5.2
Planning Workbench program (P13700)
processing options, 17.5.6
usage, 17.5.2
PM Backlog form, 15.10.3
PM Projections table (F13411), 2.2.2, 22.2.1, 22.3.1, A.6.1
PMpreventive maintenance, 4.1.3
Post G/L Entries to Assets program (R12800), 25.3.8
preventive maintenance
automatic accounting instructions, 8.1
changing status to complete, 15.10
completing, 15.1.8
creating a maintenance route, 15.7
creating model schedules, 15.8.1
creating multiple schedules, 26.6.3
creating schedules, 15.1.6, 15.5
creating schedules for multiple pieces of equipment, 26.6.3
cycles, 15.1
explaining schedules, 15.1.3
explaining status, 15.1.4
explanation, 15.1.2
information, 4.1.3
linking service types, 15.6
models, 15.8
overview of major processes, 15.1.5
printing reports, A.2.6
process flow, 15.3
reports, A.2.6, A.8.1
reviewing projections, 22.3
revising service types, 26.6.2
running the PM Projection Batch Update, 22.2.1
scheduling, 15.1.7
service types, 15.1.1
setting up cycles, 8.2.1
setting up maintenance rulesmaintenance rules, 8.2.2
setting up rules for schedules, 8.2
setting up schedule information, 8.2.1
setting up standard procedures, 8.2.1.1
setting up threshold percentages, 8.2.2
typical maintenance cycle chart, 15.2
understanding projections, 22.3.1
understanding schedules, 8.2.1
updating projections, 22.2
updating schedule information, 26.6, 26.6.2
updating schedule status information, 15.9
user-defined codes, 4.2.1
Preventive Maintenance Backlog program (P12071)
processing options, 15.10.4
usage, 15.10.1
Print Equipment Message Log report (R12450)
processing options, A.8.4
usage, A.8.3
Print Frequency of Occurrence report (R13419)
processing options, A.8.6
usage, A.8.5
Print Labor Utilization report (R13440)
processing options, A.5.11
usage, A.5.10
Print Maintenance Schedule report (R12407)
processing options, A.8.2
usage, A.8.1
Print Master Production Schedule report (R3450)
processing options, A.6.4
usage, A.6.3
Print Parts Forecast report (R13450)
processing options, A.5.13
usage, A.5.12
Print PM Projections report (R13412)
processing options, A.6.2
usage, A.6.1
process flow - capital asset management, 1.2
procurement
overview, 7.3
parts for work orders, 18.9
product family and model combinations setup, 4.5
Product Family/Model Revisions form, 4.5.3
Product Family/Model Revisions program (P1790), 4.5.3
projected start dates calculation, 8.2.2.2
Property and Equipment License Master table (F1206), 2.2.2
purchase orders, 18.9, 26.5.2
purchase orders - viewing related from role-based workspaces, 24.3.10

R

R09801 program, 20.5, 25.3.7
R12310 report
processing options, A.4.2
usage, A.4.1
R12400 report
processing options, A.3.2
usage, A.3.1
R12407 report
processing options, A.8.2
usage, A.8.1
R12424 report
processing options, A.4.4
usage, A.4.3
R12426 report
processing options, A.4.6
usage, A.4.5
R12440 report
processing options, A.3.4
usage, A.3.3
R12450 report
processing options, A.8.4
usage, A.8.3
R12460 report
processing options, A.3.6
usage, A.3.5
R12800 program, 25.3.8
R12807 program
processing options, 15.9.3
usage, 15.9
R1304 program, 25.4.3
R13400 report
processing options, A.4.8
usage, A.4.7
R13410 report
processing options, A.5.2
usage, A.5.1
R13411 program
processing options, 22.2.3
usage, 22.2.1
R13412 report
processing options, A.6.2
usage, A.6.1
R13415 report
processing options, A.5.4
usage, A.5.3
R13418 report
processing options, A.5.6
usage, A.5.5
R13419 report
processing options, A.8.6
usage, A.8.5
R13420 report
processing options, A.5.8
usage, A.5.7
R13430 report, A.5.9
R13440 report
processing options, A.5.11
usage, A.5.10
R13450 report
processing options, A.5.13
usage, A.5.12
R13800 program, 26.5.1
R13802 program
processing options, 26.5.5
usage, 26.5.4
R13806 program
processing options, 14.6.6
usage, 14.6.5
R13808 program
processing options, 13.8.2
usage, 13.8
R3007G program
processing options, 10.8.3
running, 10.8.2
usage, 10.8.1
R30860 program, 16.4.8
R3350 report
processing options, A.7.2
usage, A.7.1
R3352 report
processing options, A.7.4
usage, A.7.3
R3450 report
processing options, A.6.4
usage, A.6.3
R3482 program, 22.4
R4801P program, 26.9
R48810 program
processing options, 26.5.3
usage, 26.5.2
R8912071B (Update PDFG in F12071 for 8.10), 26.8.2
R891207B (Update PDFG in F1207 for 8.10), 26.8.1
rate code hierarchy setup, 6.8.1
record types, 9.3
Related Purchase Orders program (P134310E)
processing options, 24.3.11
usage, 24.3.10
rental rules, 25.2
setting up, 6.10
Rental Rules program (P1302), 6.10, 6.11.2
reports, 2.1.3, A.1
resolutions, 23.3.1
Resource Assignment Constants table (F48301), 2.2.2
resource assignments
overview, 2.1.7
viewing from role-based workspaces, 24.3.8
Resource Assignments program (P48331E)
processing options, 24.3.9
usage, 24.3.8
Resource Assignments table (F48311), 2.2.2
Resource Master table (F48310), 2.2.2
resource planning
setting up, 10.6
setting up resource units, 10.6.2
understanding, 10.6.1
user-defined codes, 10.2
resource units
calculating availability, 10.8
revising for work centers, 22.12
setting up, 10.6.2
Resource Working Hours table (F48307), 2.2.2
Review Team Work Orders, 24.3.2
role-based workspaces
creating and updating cases, 24.4.5
creating equipment messages, 24.2.8
managing cases, 24.4.1
managing equipment, 24.2.1
managing work orders, 24.3.1
printing work orders, 24.3.7
searching for equipment, 24.2.2
understanding, 24.1
viewing cases, 24.4.2
viewing equipment information detail, 24.2.4
viewing equipment PM backlog, 24.2.10
viewing equipment specification data, 24.2.12
viewing equipment status history, 24.2.6
viewing meter readings, 24.2.13
viewing related purchase orders, 24.3.10
viewing resource assignments, 24.3.8
viewing work orders, 24.3.3
viewing work orders detail information, 24.3.5
Routing Master File table (F3003), 2.2.2

S

Self Service form
Service Provider Revisions form, 4.6.6
service providers
adding SWM information, 4.6.6
setting up, 4.6
service types
linking, 15.6
overview, 15.1.1
Set Up Next Numbers by System form, 4.4.3, 9.6.2
setup
equipment, 5.1
failure analysis, 23.2.1
inventory, 7.3
planning information, 10.1
procurement, 7.3
system constants, 23.2.3
work orders, 9.1
shop costs by cost account, 19.2
site
revising history, 13.4
revising information, 13.4.1
Specification Cross Reference program (P1215), 5.4.4
Specification Cross Reference Revisions form, 5.4.4
Specification Cross Reference table (F1215), 2.2.2, 6.7.1
specification data
setting up, 5.4.4
Specification Data table (F1216), 2.2.2, 6.7.1
specification information
description, 11.2.3
entering, 13.5
setting up, 5.4
understanding, 13.5.1
speed meter readings, 14.4
Speed Meter Readings form, 14.4.4
Speed Meter Readings program (P12120U)
processing options, 14.4.3
usage, 14.4
Speed Time Entry Revisions form, 21.3.2
Standard Parts List Update program (R13802)
processing options, 26.5.5
usage, 26.5.4
Standard Work Order Instructions program (P3003), 16.4.9
status
changing to complete, 15.10
reviewing history of work orders, 18.6
Status History program (P1307)
processing options, 13.3.4, 18.6.3
usage, 13.3.1
Status History program (P1307E)
processing options, 24.2.7
usage, 24.2.6
Status History table (F1307), 2.2.2, 6.7.1
stocking types
defining, 7.1.1
setting up codes, 7.3.2
substitute parts, 22.8
supplemental data
cross-references, 5.5.1.1
defining data types, 5.5.1
defining names and database code, 5.5.1
description, 11.2.2
information, 4.1.2
setting up, 5.5
setting up cross-references, 5.5.4
Supplemental Data by Asset report (R12400)
processing options, A.3.2
usage, A.3.1
Supplemental Data by Type report (R12440)
processing options, A.3.4
usage, A.3.3
Supplemental Data table (F00092), 2.2.2, 6.7.1
Supplemental Database Data Types table (F00091), 2.2.2
Supplemental Database Setup table (F00090), 2.2.2
supply and demand
explaining, 7.1.4
reviewing for maintenance parts, 22.6
searching for inclusion rules, 9.4
setting up inclusion rules, 9.4, 10.3
SWM System Constants Revisions form, 4.3.3, 9.5.2
SWM System Constants Revisions program (P17001), 4.3.3, 9.5.2, 23.2.3
system
equipment cost integration, 5.2
setting up constants, 4.3.1
setting up constantsservice orders, 9.5
setup, 4.1

T

threshold percentages
describing, 15.6.1
setting up, 8.2.2
time billing
entering charges using equipment, 25.3.2
entering information, 25.3.5
posting general ledger entries to equipment, 25.3.8
posting to the general ledger, 25.3.7
understanding, 25.1
using model time entry, 25.3.6
time entry
entering for employees, 21.3
Time Entry Journal report (R12310)
processing options, A.4.2
usage, A.4.1
time entry master business function
considerations, 21.3.3.1
setting up, 21.3.3
Time Entry MBF program (P050002A), 21.3.3
tree structure, 23.2.6
Trial Balance/Ledger Comparison program (P09210A), 19.2.3

U

UDCsuser-defined codes, 4.2.1
unscheduled maintenance - creating work orders, 17.10
Update Meter Estimates program (R13806)
processing options, 14.6.6
usage, 14.6.5
Update PDFG in F1207 for 8.10 (R891207B), 26.8.1
Update PDFG in F12071 for 8.10 (R8912071B), 26.8.2
Update PM Projections program (R13411)
processing options, 22.2.3
usage, 22.2.1
Update PM Schedule Status program (R12807)
processing options, 15.9.3
usage, 15.9
Update W.O. Actual Amounts program (R13800), 26.5.1
Update WO Status Based on PO Receipt program (R48810)
processing options, 26.5.3
usage, 26.5.2
user-defined codes
description, 2.1.1
equipment billing, 6.3.10
failure analysis, 4.2.3
message types, 22.5.1
meter reading interoperability, 4.2.4
parts planning, 10.5.1
preventive maintenance, 4.2.1
resource planning, 10.2
setting up, 4.2.1
work orders, 4.2.2
User-Defined Codes table (F0005), 2.2.2, 6.7.1

W

W.O. Status Action table (F4826), 2.2.2
Work Center Master Revisions form, 10.7.4
Work Center Master table (F30006), A.7.1
work center rates, 10.7.1
Work Center Rates Revisions form, 10.7.5
Work Center Resource Units Generation program (R3007G)
processing options, 10.8.3
running, 10.8.2
usage, 10.8.1
Work Center Revision program (P3006), 10.7.4, 10.7.5, 16.4.6
work centers
entering costing and accounting information, 16.4.6
reviewing capacity load, 22.10.1, 22.10.4
revising resource units, 22.12
setting up critical, 22.9.2
understanding, 10.7.1
updating frozen costs, 16.4.2
work day calendar setup, 10.1.1
Work Order Approval Routing table (F4827), 2.2.2
Work Order Completion report (R13430), A.5.9
Work Order Delivery Information table (F4829), A.5.3
Work Order - Manageform, 17.5.5, 17.6.4, 18.9.4
Work Order Detail program (P17714E)
processing options, 24.3.6
usage, 24.3.5
Work Order Instructions File table (F4802), 2.2.2
Work Order Labor Detail program (P17732), 17.8.7
work order life cycle, 9.1
Work Order Master File table (F4801), 2.2.1
Work Order Master table (F4801), 17.9, 26.5.1, A.5.7
Work Order Parts Detail program (P17730), 17.6.6
Work Order Parts List Inquiry program (P3121), 18.8.4
Work Order Parts List report (R13415)
processing options, A.5.4
usage, A.5.3
Work Order Parts List table (F3111), 2.2.2
Work Order Purge program (R4801P), 26.9
Work Order Record Types File table (F48002), 2.2.2
Work Order Revisions form, 17.9.4
Work Order Revisions program (P17714), 17.9.5
Work Order Routing table (F3112), 2.2.2, 26.5.1
Work Order Search program (P48201E)
processing options, 24.3.4
usage, 24.3.3
work orders
adding extension records, 26.7.2
approvals, 17.2.1
assigning labor, 17.8
assigning labor instructions, 17.8.1
assigning parts, 17.6
assigning parts from inventory, 17.7
automatic accounting instructions, 9.2
creating for unscheduled maintenance, 17.10
creating using Work Order Entry (P48201 and P17714), 17.9
creating with planning workbench, 17.5
entering, 17.5.1, 17.9.1
exchanging equipment, 18.7.1
information, 4.1.4
instructions, 17.8.1
issuing miscellaneous parts, 20.3
issuing parts, 20.1, 20.2
life cycle flow chart, 17.1
locating, 18.3.1
overview of instructions, 16.4.1
posting inventory issues, 20.5
printing from role-based workspaces, 24.3.7
purchasing parts, 18.9
purging, 26.9, 26.9
reports, A.2.3
reviewing costs, 19.3
reviewing costs by category code, 19.3.1.3
reviewing costs by parent order, 19.3.1.4
reviewing estimated and actual amounts, 19.3.1.5
reviewing inventory issues, 20.4
reviewing parts lists, 18.8.1
reviewing status history, 18.6
reviewing summarized costs, 19.3.1.2
reviewing transactions, 19.3.1.1
revising, 18.4
revising dates, 22.11.1
searching for, 18.3.1
setting up constants, 9.5
setting up flow chart, 16.4.1
setting up for unscheduled maintenance, 17.10
setting up history, 9.7
setting up instructions, 16.4
setting up next numbers, 9.6
setting up standard instructions, 16.4.1.4
setting up standard parts list, 16.4.1.4
swapping components, 18.7
understanding life cycle, 9.1
understanding models, 16.1, 17.10.1
understanding web orders, 18.10.1
updating actual amounts, 26.5.1
updating information, 26.5
updating life cycle information, 18.5
updating status based on purchase orders, 26.5.2
user-defined codes, 4.2.2
viewing detail information from role-based workspaces, 24.3.5
viewing from role-based workspaces, 24.3.3
working on the web, 18.10
work orderswork order life cycle, 4.1.4
Work with Cases program (P17500E), 24.4.4
Work with Equipment Master program (P1701)
processing options, 12.2.4
usage, 13.1
Work With Equipment Work Orders program (P13220), 18.3.3
Work With Failure Analysis program (P17766), 23.3.3
Work with Routing Master program (P3003), 16.4.10
Work With Unscheduled Maintenance form, 17.10.4
Work With User-Defined Codes form, 10.5.4
Work With Work Order History program (P17715)
processing options, 9.7.3
usage, 9.7
Work With Work Order Location Search form, 17.7.5
Work With Work Orders program (P48201), 18.10.1
workflow
approval process, 17.2.1
understanding, 17.2
work order approval process, 17.2.1