Contents

List of Figures

Title and Copyright Information

Preface

• Audience
• JD Edwards EnterpriseOne Products
• JD Edwards EnterpriseOne Application Fundamentals
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction to JD Edwards EnterpriseOne Engineer to Order

• 1.1 JD Edwards EnterpriseOne Engineer to Order Overview
• 1.2 JD Edwards EnterpriseOne Engineer to Order Integrations
  • 1.2.1 JD Edwards EnterpriseOne Inventory Management
  • 1.2.2 JD Edwards EnterpriseOne Product Data Management
  • 1.2.3 JD Edwards EnterpriseOne Shop Floor Management
  • 1.2.4 JD Edwards EnterpriseOne Requirements Planning
  • 1.2.5 JD Edwards EnterpriseOne Job Cost
  • 1.2.6 JD Edwards EnterpriseOne Capital Asset Management
  • 1.2.7 JD Edwards EnterpriseOne Quality Management
  • 1.2.8 JD Edwards EnterpriseOne Sales Order Management
  • 1.2.9 JD Edwards EnterpriseOne Procurement
  • 1.2.10 JD Edwards EnterpriseOne Contract and Service Billing
• 1.3 JD Edwards EnterpriseOne Engineer to Order Implementation
  • 1.3.1 Global Implementation Steps
  • 1.3.2 Engineer To Order Implementation Steps

2 Understanding Engineer to Order

• 2.1 Engineer to Order System
  • 2.1.1 Project Initiation Phase
  • 2.1.2 Project Planning Phase
  • 2.1.3 Project Execution Phase
  • 2.1.4 Project Close Phase
• 2.2 Project Life Cycle
• 2.3 Engineer to Order System Features
• 2.4 Engineer to Order Tables

3 Setting Up Engineer to Order

• 3.1 Understanding Engineer to Order Setup
  • 3.1.1 Task Types for ETO Projects
  • 3.1.2 Project-Specific Material
  • 3.1.3 Line Type and Line Type Constants for ETO
• 3.2 Prerequisite
• 3.3 Setting Up UDCs for ETO
• 3.4 Setting Up Cost and Account Classifications
  • 3.4.1 Understanding Cost and Account Classifications
  • 3.4.2 Forms Used to Set Up Cost and Account Classifications
  • 3.4.3 Setting Processing Options for Cost Classification (P31P301)
    • 3.4.3.1 Defaults
  • 3.4.4 Setting Up Cost Classifications
  • 3.4.5 Setting Up Account Classifications
• 3.5 Setting Up Job Cost Integration
  • 3.5.1 Understanding Job Cost Integration
    • 3.5.1.1 Chart of Accounts
  • 3.5.2 Prerequisite
  • 3.5.3 Forms Used to Set Up Job Cost Integration
  • 3.5.4 Adding a Chart of Accounts for a Project
• 3.6 Integrating ETO with Microsoft Project
  • 3.6.1 Understanding the ETO Export and Import Process
  • 3.6.2 Setting Processing Options for Export to MS-Project (R31P404) and Import from MS-Project (R31P801)
    • 3.6.2.1 Process
  • 3.6.3 Exporting ETO Project Information to Microsoft Project
  • 3.6.4 Importing ETO Project Information from Microsoft Project
    • 3.6.4.1 Guidelines

4 Initiating Projects

• 4.1 Understanding the Project Initiation Process
• 4.2 Creating Projects
  • 4.2.1 Understanding Project Creation
    • 4.2.1.1 Technical Considerations for Storing Project Information
  • 4.2.2 Forms Used to Create Projects
  • 4.2.3 Setting Processing Options for Project Workbench (P31P001)
    • 4.2.3.1 Defaults
    • 4.2.3.2 Versions
    • 4.2.3.3 Process
    • 4.2.3.4 Copy
    • 4.2.3.5 Scheduling
  • 4.2.4 Creating Projects
    • 4.2.4.1 Project Information
    • 4.2.4.2 Dates
    • 4.2.4.3 People
    • 4.2.4.4 Project Attributes
    • 4.2.4.5 Estimated Costs
    • 4.2.4.6 Job Cost
    • 4.2.4.7 Project Status
    • 4.2.4.8 Order Information
    • 4.2.4.9 Categories
    • 4.2.4.10 Sales Order
• 4.3 Working with Projects and Project Tasks
  • 4.3.1 Understanding Projects
  • 4.3.2 Understanding Project Tasks
    • 4.3.2.1 Project Costs
    • 4.3.2.2 Resource and Task Assignments
  • 4.3.3 Forms Used to Work with Projects and Project Tasks
  • 4.3.4 Working with Project Queries
  • 4.3.5 Unlocking a Project
  • 4.3.6 Working with a Project
  • 4.3.7 Adding and Revising Project Tasks
    • 4.3.7.1 Basic
    • 4.3.7.2 Financial Plan
    • 4.3.7.3 Financial Actuals
    • 4.3.7.4 Scheduling Details
    • 4.3.7.5 Order Details
• 4.4 Scheduling Project Tasks
  • 4.4.1 Understanding Project Task Scheduling
  • 4.4.2 Prerequisite
  • 4.4.3 Forms Used to Schedule Project Tasks
  • 4.4.4 Defining Task Dependencies
  • 4.4.5 Scheduling the Project
• 4.5 Generating Quotes and Proposals
  • 4.5.1 Understanding the Quote and Proposal Generation Process
    • 4.5.1.1 Project Status Codes
    • 4.5.1.2 Online Quotes and Proposals
  • 4.5.2 Prerequisites
  • 4.5.3 Forms Used to Create Quotes
  • 4.5.4 Setting Processing Options for Project Quotes (P31P100)
    • 4.5.4.1 Display
    • 4.5.4.2 Default
    • 4.5.4.3 Process
    • 4.5.4.4 Versions
  • 4.5.5 Creating a Quote for a Project
    • 4.5.5.1 Project Info
    • 4.5.5.2 Quote Info
    • 4.5.5.3 Related Sales Quote

5 Using Project Planning with Engineer to Order

• 5.1 Understanding Project Planning with ETO
  • 5.1.1 Prerequisites
• 5.2 Loading Project Budgets to the Job Cost Budget
  • 5.2.1 Understanding the Upload to Job Cost Budget Process
  • 5.2.2 Setting Processing Options for Upload Job Cost Budgets (R31P800)
    • 5.2.2.1 Display
    • 5.2.2.2 Edits
    • 5.2.2.3 Process
    • 5.2.2.4 Audit Trail
  • 5.2.3 Uploading Job Cost Budgets (Release 9.1 Update)
• 5.3 Performing Project Requirements Planning
  • 5.3.1 Understanding PRP
    • 5.3.1.1 Setup Considerations for PRP
    • 5.3.1.2 PRP Generation
    • 5.3.1.3 PRP Output
    • 5.3.1.4 Project Requirements Planning for Multiple Plants
  • 5.3.2 Prerequisites
  • 5.3.3 Forms Used to Perform Project Requirements Planning
  • 5.3.4 Generating a Multiplant Requirements Plan for a Project
  • 5.3.5 Processing Messages for Multiplant PRP
  • 5.3.6 Reviewing Supply and Demand for Multiplant PRP
• 5.4 Creating Orders for a Project
  • 5.4.1 Understanding Order Creation for a Project
    • 5.4.1.1 Purchasing Project Material
    • 5.4.1.2 Purchasing Project Items for Resale
    • 5.4.1.3 Attaching Existing Work Orders to a Project
    • 5.4.1.4 Related Costs
  • 5.4.2 Forms Used to Create Orders for a Project
  • 5.4.3 Entering Purchase Orders for Project Material
  • 5.4.4 Entering Purchase Order Information Using the Project Workbench Program
  • 5.4.5 Setting Processing Options for Related Orders (P31P204)
    • 5.4.5.1 Versions
  • 5.4.6 Reviewing and Creating Related Orders for a Project
  • 5.4.7 Attaching an Existing Work Order to a Project
  • 5.4.8 Updating Related Order Costs
• 5.5 Setting Up Project Commitments
  • 5.5.1 Understanding Project Commitments
    • 5.5.1.1 Inventory Commitments
    • 5.5.1.2 Financial Commitments
  • 5.5.2 Form Used to Review Inventory Commitments for Project Work Orders
  • 5.5.3 Reviewing Inventory Commitments for Project Work Orders
  • 5.5.4 Setting Processing Options for Commitment Rebuild (R31P993)
    • 5.5.4.1 Process
  • 5.5.5 Creating a Commitment Audit Trail

6 Using Project Execution and Control

• 6.1 Understanding Project Execution and Control
  • 6.1.1 Prerequisite
  • 6.1.2 Project Execution and Control
    • 6.1.2.1 Issues and Completions for Project Work Orders
    • 6.1.2.2 Net Change
    • 6.1.2.3 Project Accounting Considerations
• 6.2 Rolling Up Actual Costs to the Project Workbench
  • 6.2.1 Understanding Actual Cost Rollup to the Project Workbench
  • 6.2.2 Prerequisite
  • 6.2.3 Rolling Up Actual Costs to the Project Workbench
• 6.3 Generating Project Reports and Alerts
  • 6.3.1 Understanding Project Reports and Alerts
  • 6.3.2 Running the Project Schedule Report
  • 6.3.3 Setting Processing Options for Project Schedule Report (R31P400)
    • 6.3.3.1 Process
    • 6.3.3.2 Defaults
  • 6.3.4 Running the Project Cost Report
  • 6.3.5 Setting Processing Options for Project Cost Report (R31P401)
    • 6.3.5.1 Process
  • 6.3.6 Running the Project Inventory Report
  • 6.3.7 Setting Processing Options for Project Inventory Report (R31P402)
    • 6.3.7.1 Process
• 6.4 Closing a Project
  • 6.4.1 Understanding the Project Close Process
  • 6.4.2 Running the Project Close Analyzer Program
  • 6.4.3 Setting Processing Options for Project Close Analyzer (R31P403)
    • 6.4.3.1 Defaults

Glossary

Index