|JD Edwards EnterpriseOne Applications Work Orders Implementation Guide
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This chapter contains the following topics:
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
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.
The following mobile applications are available, and can be used to manage work orders on a mobile device:
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:
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 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.
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.
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.
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.
Track and take inventory of repair parts.
Attach parts lists to work orders.
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.
You can enter work order charges through the Accounts Payable system.
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.
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.
Enables you to generate and print invoices for contracts, work orders, and cases.
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.
The suggested global implementation steps for Work Orders are:
Set up global user-defined codes.
Set up companies, fiscal date patterns, and business units.
Set up next numbers.
Set up accounts, and the chart of accounts.
Set up the General Accounting constants.
Set up multicurrency processing, including currency codes and exchange rates.
Set up ledger type rules.
Enter address book records.
Set up inventory information such as branch/plant constants, default locations and printers, manufacturing and distribution AAIs, and document types.
Set up shop floor calendars.
Set up manufacturing constants.
The suggested application-specific implementation steps for JD Edwards EnterpriseOne Work Orders are:
Set up user-defined codes for work orders.
Set up accounting rules for work orders.
Set up approvals for work orders.
Set up default managers and supervisors.
Set up record type formats.
Set up standard procedures.
Set up supplemental data for work orders.
Set up activity rules for work orders.
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:
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: