Understanding the Equipment Master

This chapter provides an overview of equipment master information and the types of equipment identification information.

Understanding Equipment Master Information

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

Mapping Category Codes

Understanding Identification Numbers

Understanding Parent and Component Relationships

Entering Permit and License Information

Entering Supplemental Data

Understanding the Types of Equipment Identification Information

Equipment identification consists of four types of information:

• Equipment master

• Supplemental data

• Specification data

• Message logs

To use the system's management features, such as scheduling equipment for preventive maintenance and tracking maintenance costs, you must create an equipment master for every piece of equipment. You also can include supplemental data and message logs to further define equipment in the system.

Equipment Master

The equipment master is a repository of the standard information related to a specific piece of equipment. To manage equipment inventory, costs, warranties, billing, preventive maintenance, and so on, you must create an equipment master for every piece of equipment in the system.

In JD Edwards EnterpriseOne Plant and Equipment Maintenance, you use the equipment master to:

• Set up equipment for maintenance processing.

• Set up parent/component relationships and track components as both equipment and inventory.

• Link parts inventory to specific equipment.

For example, you can set up preventive maintenance schedules for a large ventilation fan. You can identify a motor from inventory as one of the components of a fan. You can set up preventive maintenance schedules for the motor and attach parts lists to both the motor and the fan.

Supplemental Information

You might need to store information about assets or equipment that is not included in the standard master tables. This additional information is called supplemental data, which you can use to further define the assets in the system. You can define as many types of supplemental data as you need for the company reporting.

You define and maintain supplemental data by asset or equipment class. For example, you might set up supplemental data for an asset class that includes motor graders. The data might include fuel capacities, horsepower, oil readings, and so on.

Specification Data

You can use specification data to record and track static information not included on the equipment master. For example, you might need to store nameplate data to which you can refer for correspondence regarding warranties.

Message Logs

You can use message logs to record and track short informational messages about assets or equipment that the master records and supplemental data forms cannot accommodate. For example, you can use message logs to:

• Indicate the status and condition of an asset.

• Record details about asset transfers or disposals.

• Log problems with a specific asset or piece of equipment.

• Note special procedures for scheduled or preventive maintenance tasks.

• Report actual maintenance.

You can associate message logs with equipment to record operator notes or maintenance problems. You can also attach tickler dates to maintenance-due messages so that they appear on specified dates or intervals, based on units such as miles or hours.