JD Edwards EnterpriseOne Change Management Reports

Appendix: JD Edwards EnterpriseOne Change Management Reports

This appendix provides an overview of change management reports and enables you to:

View summary tables of all reports.
View report details for selected reports.

Change Management Reports

The JD Edwards EnterpriseOne Change Management system offers a variety of reports that help you to review and manage the change request information.

Use JD Edwards EnterpriseOne Change Management reports to review these types of information.

Change requests	Detail and summary information Contract information Status of each account on a detail line Account numbers and amounts for each account
Planned change orders	Detail and summary information
Change orders	Detail and summary information
Subcontracts	Log information

JD Edwards EnterpriseOne Change Management Reports: A to Z

This table lists the change management reports, sorted alphanumerically by report ID.

Report ID and Report Name	Description	Navigation
R53702 PCO/CR (F5314/F5311) Integrity	Print this report to compare final and quoted amounts for cost, revenue, and subcontract records in the Planned Change Order Master Table (F5314) to the attached change requests in the Change Request Detail Table (F5311).	Change Management Reports (G5313), PCO/CR (F5314/F5311) Integrity
R53701 CO/PCO (F5315/F5314) Integrity	Print this report to compare final and quoted amounts for cost, revenue, and subcontract records in the Change Order Master Table (F5315) to the attached planned change orders in the Planned Change Order Master Table (F5314).	Change Management Reports (G5313), CO/PCO (F5315/F5314) Integrity
R43300 Log Report/Update	Print this report to view each log entry and any extended comments for the specified job.	Change Management Reports (G5313), Log Report/Update
R53220P Account Inquiry	Print this report for information from the Change Request Account Inquiry program (P53220).	Change Management Reports (G5313), Account Inquiry
R534011 Change Request Summary	Print this report for a summary of the change request.	Change Management Reports, (G5313), Change Request Summary
R534021 Change Request Details with Contracts	Print this report for detail line information about change requests or requotes.	Change Management Reports (G5313), Change Request Details with Contracts
R53404 Job PCO Summary	Print this report for summary information about totals on the PCOs for a job.	Change Management Reports (G5313), Job PCO Summary
R534041 Job PCO Detail	Print this report for detailed information about PCOs.	Change Management Reports (G5313), Job PCO Detail
R53405 Job CO Summary	Print this report for summary information about the PCOs that are attached to the CO and the change requests that are attached to the PCOs.	Change Management Reports (G5313), Job CO Summary
R534051 Job CO Detail	Print this report for detailed information about change requests:	Change Management Reports (G5313), Job CO Detail
R53411 Change Request Details by Account	Print this report for detail line information about change requests or requotes.	Change Management Reports (G5313), Change Request Details
R53440 Job Planned Change Orders	Print this report for information about totals on the PCOs for a job	Change Management Reports (G5313), Job Planned Change Orders
R53450 Job Change Orders	Print this report for information about the change orders for a job:	Change Management Reports (G5313), Job Change Orders

JD Edwards EnterpriseOne Selected Change Management Reports

This section provides detailed information, including processing options, for individual reports. These reports are listed alphanumerically by report ID.

R53702 - PCO/CR (F5314/F5311) Integrity

The PCO/CR (F5314/F5311) Integrity report compares final and quoted amounts for cost, revenue, and subcontract records in the Planned Change Order Master Table (F5314) to the attached change requests in the Change Request Detail Table (F5311) and prints the differences on a report.

This report includes information about discrepancies that occur when more than one currency is used.

R53701 - CO/PCO (F5315/F5314) Integrity

The CO/PCO (F5315/F5314) Integrity report compares final and quoted amounts for cost, revenue, and subcontract records in the Change Order Master Table (F5315) to the attached planned change orders in the Planned Change Order Master Table (F5314) and prints the differences on a report.

This report includes information about discrepancies that occur when more than one currency is used.

R43300 - Log Report/Update

The Log Report/Update report consists of each log entry and any extended comments for the specified job. Extended comments include comments about documents that you need to receive from a subcontractor, or documents or information that you need to give to a subcontractor.

Each log includes:

Log type
Description
Explanation
Issue, expiration, and required dates

Setting Processing Options for Log Report/Update (R43300)

Processing options enable you to specify the default processing for programs and reports.

Print Options

Change Log Status

Specify whether you want the system to change unsatisfied, expired logs that have a Pay Effect of Y to a Status of N. Values are:

1: Change unsatisfied, expired logs that have a Pay Effect of Y to a Status of N.

Blank: Do not update the status of the logs.

Print Contract Management Report

Specify whether the system prints a contract management report. If left blank, no report will print. Values are:

1: Print.

Blank: Do not print.

Print Associated Log Text

Specify whether the system prints associated log text. Values are:

1: Print.

Blank: Do not print.

R53220P - Account Inquiry

You can use the Account Inquiry Report (R53220P) to review information from the Change Request Account Inquiry program (P53220). This report includes best, original, quoted, and final amounts; change requests, and PCO and CO information. Use the processing options to specify the cost code and cost type ranges, and the ledger type that you want to review.

Setting Processing Options for Account Inquiry (R53220P)

Processing options enable you to specify the default processing for programs and reports.

Process

1. Default Cost Code Range	From Cost Code Specify the beginning cost code (subsidiary) account in a range of accounts. Leave this range blank to include all accounts. To Cost Code Specify the ending cost code (subsidiary) account in a range of accounts. Leave this range blank to include all accounts.
2. Default Cost Type Range	From Cost Type Specify the beginning cost type (object) account in a range of accounts. To Cost Type Specify the ending cost type (object) account in a range of accounts.
3. Supplier and 4. Ledger Type	Specify the supplier or ledger type that the system uses when printing records for the report. If this processing option is left blank, all suppliers or all ledger types are printed.

R534011 - Change Request Summary

You can select one job or multiple jobs for the Change Request Summary report. In addition, you can select the change requests that you want to appear in the report. You can set processing options to specify how the system determines totals for cost, revenue, and subcontract accounts.

For each change request, the Change Request Summary report includes:

Change request and requote number
Description
Required, extended, original, and approved dates
Totals for cost, revenue, and subcontract accounts
PCO and CO number and status

Setting Processing Options for Change Request Summary (R534011)

Processing options enable you to specify the default processing for programs and reports.

Defaults

Specify which amounts (original, quoted, final, or best) that the system uses to calculate totals for cost, revenue, and subcontract accounts.

1. Cost Total , 2. Revenue Total, and 3. Subcontract Total

Specify how the system calculates the cost total, the revenue total, or the subcontract total. Values are:

Blank: Best amounts

1: Original amounts

2: Quoted amounts

3: Final amounts

R534021 - Change Request Details with Contracts

The Change Request Details with Contracts Report lists detail line information for the change requests or requotes that you select. For each change request or requote, the report lists the:

Change request number
Description of each line
Account numbers; and the original, quoted, final, and best amounts for each revenue and subcontract account on a detail line
Status of each revenue and subcontract account on a detail line
Contract information for each revenue and subcontract account, including:
- Contract number and type
- Owner
- Supplier
- Pay item
- Commitment date
PCO and CO information, such as:
- Number
- Status
- Submitted and approved dates

R53404 - Job PCO Summary

The Job PCO Summary Report includes information about totals on the PCOs for a job. The report includes the:

Job number and description
Change order number and description
Information about the PCO, including:
- PCO number and description
- Status
- Submitted and approved dates
- Authorized amounts for cost, revenue, and subcontract accounts
- Total best amounts for cost, revenue, and subcontract accounts
Information about the attached change requests, including:
- Number and description
- Original, quoted, and final amounts for cost, revenue, and subcontract accounts
- Total of the best amounts for cost, revenue, and subcontract accounts

R534041 - Job PCO Detail

The Job PCO Detail Report contains information about PCOs:

Job number and description
Information about the PCO, including:
- PCO number and description
- Status
- Submitted and approved dates
Information about the change requests that are attached to the PCO, including:
- Original, quoted, and final amounts for the cost, revenue, and subcontract accounts
- Amount totals for the accounts on the change requests

R53405 - Job CO Summary

The Job CO Summary Report includes information about the PCOs that are attached to the CO and the change requests that are attached to the PCOs. This report includes:

The CO authorized amount total for cost, revenue, and subcontract accounts
The PCO approved, quoted, and final totals for cost, revenue, and subcontract accounts
The best amount totals for the CO and for the job

R534051 - Job CO Detail

The Job CO Detail Report includes information about change requests:

Job number and description
Information about the CO, including:
- CO number and description
- Status
- Submitted and approved dates
- Total of authorized amounts for cost, revenue, and subcontract accounts
Information about the planned change orders that are attached to the CO, including:
- PCO number and description
- PCO approved amounts for cost, revenue, and subcontract accounts
Information about the change requests that are attached to the PCO, including:
- Change request number and description
- Quoted and final amounts for the cost, revenue, and subcontract accounts

R53411 - Change Request Details by Account

The Change Request Details by Account Report includes detail line information for the change requests or requotes that you select. For each change request or requote, the report includes:

Change request number
Description of each line
Account numbers
Original, quoted, and final amounts for each account on a detail line
Status of each account on a detail line
Total of best amounts for cost, revenue, and subcontract accounts
PCO and CO information, such as:
- Number
- Status
- Submitted and approved dates

R53440 - Job Planned Change Orders

The Job Planned Change Orders Report includes information about totals on the PCOs for a job. The report includes:

Job number and description
Information about the PCO, including:
- PCO number and description
- Status
- Submitted and approved dates
- Quoted and approved totals for the cost, revenue, and subcontract accounts

R53450 - Job Change Orders

The Job Change Orders Report includes information about the change orders for a job:

Change order number and description
Status
Submitted and approved dates
The quoted and approved totals for the cost, revenue, and subcontract accounts for each CO