Skip Headers
JD Edwards EnterpriseOne Applications Work Orders Implementation Guide
Release 9.1.x

E15155-06
Go to Documentation Home
Home
Go to Book List
Book List
Go to Table of Contents
Contents
Go to Index
Index
Go to Feedback page
Contact Us

Go to previous page
Previous
Go to next page
Next
PDF · Mobi · ePub

1 Introduction to JD Edwards EnterpriseOne Work Orders

This chapter contains the following topics:

1.1 JD Edwards EnterpriseOne Work Orders Overview

JD Edwards EnterpriseOne Work Orders enables you to integrate all aspects of creating and processing work orders with the rest of the business operations. It is specifically designed to handle small, short-term tasks that are part of a major project. It is also designed for quick setup, simple cost accounting, and basic scheduling for projects that can be completed quickly. You can use Work Orders to keep these projects as organized and well-managed as the long-term projects.

The term work order has numerous meanings and a wide variety of applications. This definition is from the Educational Society for Resource Management dictionary (APICS), Tenth Edition:

Work Order: 1) An order to the machine shop for tool manufacture or equipment maintenance; not to be confused with a manufacturing order. Synonym: work ticket. 2) An authorization to start work on an activity (for example, maintenance) or product.

This definition suggests that work orders are more widely used for maintenance functions. However, companies often use the same definition for other activities, including service requests and manufacturing activities. Other terms for which this definition applies can include job order, work request, service request, or shop order.

Regardless of the terminology, the concept is the same. Generating a work order is the activity that starts the process of completing a task. The work order identifies the work that needs to be done, and the information that it collects captures the history of the work that is performed. You use work orders to track:

  • Manufacturing of parts

  • Equipment repair

  • Project management

  • Customer service calls

Work Orders provides the user with a set of functionality that streamlines creating and processing work orders. You can create work orders quickly and online. You can also track them by status and route them for approval automatically. The system also provides project management features, such as budget and estimate controls as well as project tracking and reporting.

1.1.1 Mobile Applications for Managing Work Orders (Release 9.1 Update)

The following mobile applications are available, and can be used to manage work orders on a mobile device:

  • Manage My Work Orders (Tablet and Smartphone)

  • Create Equipment Work Orders (Tablet)

  • Manage My Service Orders (Tablet and 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 following topics in the JD Edwards EnterpriseOne Applications Mobile Enterprise Applications Implementation Guide:

1.2 JD Edwards EnterpriseOne Work Orders Integrations

Work Orders complements Job Cost. While you rely on the Job Cost system for long-term projects in which budget comparisons and final cost projections are important, the Work Orders system is best suited for short-term projects with minimal transactions. In many cases, you can benefit from using both systems.

In addition to Job Cost, you can also link Work Orders to other JD Edwards EnterpriseOne systems. For example, you can link to the Payroll system to enter charges for work orders and conduct detailed time reviews of work orders by project, person, and detailed task. You can also link to the Inventory Management system to allocate parts and supplies to work orders.

JD Edwards EnterpriseOne Work Orders integrates with these JD Edwards EnterpriseOne systems from Oracle:

  • JD Edwards EnterpriseOne Address Book.

  • JD Edwards EnterpriseOne General Accounting.

  • JD Edwards EnterpriseOne Payroll and Human Capital Management.

  • JD Edwards EnterpriseOne Inventory Management.

  • JD Edwards EnterpriseOne Procurement.

  • JD Edwards EnterpriseOne Accounts Payable.

  • JD Edwards EnterpriseOne Capital Asset Management.

  • JD Edwards EnterpriseOne Job Cost.

  • JD Edwards EnterpriseOne Service Billing.

1.2.1 JD Edwards EnterpriseOne Address Book

Every JD Edwards EnterpriseOne system works with the JD Edwards EnterpriseOne Address Book system to retrieve up-to-date employee, supplier, and other applicable name and address information.

1.2.2 JD Edwards EnterpriseOne General Accounting

When you enter work order transactions (including billing transactions), you must process them through the general ledger.

You enter all statistical values, such as miles, gallons, and hours into the general ledger.

When you charge a job for equipment use, the system searches the Account Master for the appropriate rate and account to bill.

1.2.3 JD Edwards EnterpriseOne Payroll and Human Capital Management

You can:

  • Enter equipment time for billing purposes.

  • Charge for labor that is associated with operating or repairing equipment.

  • Charge to a work order or a work order / labor routing step depending on level of detail required by using a specific labor routing step.

1.2.4 JD Edwards EnterpriseOne Inventory Management

You can:

  • Track and take inventory of repair parts.

  • Attach parts lists to work orders.

1.2.5 JD Edwards EnterpriseOne Procurement

You can create purchase orders directly from the work order parts list and from other maintenance planning functions.

A purchase order includes the equipment number, which the system automatically enters in related forms and tables.

1.2.6 JD Edwards EnterpriseOne Accounts Payable

You can enter work order charges through the Accounts Payable system.

1.2.7 JD Edwards EnterpriseOne Capital Asset Management

You can maintain and service equipment to reduce downtime and repair costs. You can track the revenue, cost, and use of the assets, and you can use workflow alerts to plan and resolve issues before they become emergencies.

1.2.8 JD Edwards EnterpriseOne Job Cost

You can use job cost to assist you in managing the projects and jobs, and to monitor the costs and revenues that are associated with them.

1.2.9 JD Edwards EnterpriseOne Service Billing

Enables you to generate and print invoices for contracts, work orders, and cases.

1.3 JD Edwards EnterpriseOne Work Orders Implementation

This section provides an overview of the steps that are required to implement JD Edwards EnterpriseOne Work Orders.

In the planning phase of the implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information.

When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne Work Orders, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time that is required to search for and download ESUs by 75 percent or more and enables you to install multiple ESUs at one time.

See JD Edwards EnterpriseOne Tools Software Updates Guide.

1.3.1 JD Edwards EnterpriseOne Work Orders Global Implementation Steps

The suggested global implementation steps for Work Orders are:

  1. Set up global user-defined codes.

    See "Working with User Defined Codes" in the JD Edwards EnterpriseOne Tools System Administration Guide.

  2. Set up companies, fiscal date patterns, and business units.

    See "Setting Up Organizations" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

  3. Set up next numbers.

    See "Setting Up Next Numbers" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

  4. Set up accounts, and the chart of accounts.

    See "Creating the Chart of Accounts" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

  5. Set up the General Accounting constants.

    See "Setting Up the General Accounting System" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.

  6. Set up multicurrency processing, including currency codes and exchange rates.

    See "Setting Up General Accounting for Multicurrency Processing" in the JD Edwards EnterpriseOne Applications Multicurrency Processing Implementation Guide.

    "Setting Up Exchange Rates" in the JD Edwards EnterpriseOne Applications Multicurrency Processing Implementation Guide.

  7. Set up ledger type rules.

    See "Setting Up Ledger Type Rules for General Accounting" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.

  8. Enter address book records.

    See "Entering Address Book Records" in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide.

  9. Set up inventory information such as branch/plant constants, default locations and printers, manufacturing and distribution AAIs, and document types.

    See "Setting Up the Inventory Management System" in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide.

  10. Set up shop floor calendars.

    See "Setting Up Shop Floor Management" in the JD Edwards EnterpriseOne Applications Shop Floor Management Implementation Guide.

  11. Set up manufacturing constants.

    See "Setting Up Product Data Management" in the JD Edwards EnterpriseOne Applications Product Data Management Implementation Guide.

1.3.2 Implementation Steps for Work Orders

The suggested application-specific implementation steps for JD Edwards EnterpriseOne Work Orders are:

  1. Set up user-defined codes for work orders.

    See Understanding User-Defined Codes for Work Orders.

  2. Set up accounting rules for work orders.

    See Setting Up Accounting Rules for Work Orders.

  3. Set up approvals for work orders.

    See Defining Approval Routes.

  4. Set up default managers and supervisors.

    See Setting Up Default Managers and Supervisors.

  5. Set up record type formats.

    See Setting Up Record Type Formats.

  6. Set up standard procedures.

    See Setting Up Standard Procedures.

  7. Set up supplemental data for work orders.

    See Setting Up Supplemental Data for Work Orders.

  8. Set up activity rules for work orders.

    See Setting Up Activity Rules for Work Orders.

1.4 Business Interface Integration Objects

A business interface is a set of components that implementation teams can use to create an integration between JD Edwards EnterpriseOne and an external system. Business interfaces can include one or more of these business interface components:

  • Business Services

  • Real-Time Events

  • Batch Import and Export Programs

For additional information about business interfaces, and the business objects available for this product area, see these topics in the JD Edwards EnterpriseOne Applications Business Interface Reference Guide: