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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 Capital Asset Management
1.1
JD Edwards EnterpriseOne Capital Asset Management Overview
1.2
JD Edwards EnterpriseOne Capital Asset Management Business Processes
1.3
JD Edwards EnterpriseOne Capital Asset Management Integrations
1.3.1
JD Edwards EnterpriseOne Foundation - Address Book
1.3.2
JD Edwards EnterpriseOne General Ledger
1.3.3
JD Edwards EnterpriseOne Job Cost
1.3.4
JD Edwards EnterpriseOne Accounts Payable
1.3.5
JD Edwards EnterpriseOne Payroll
1.3.6
JD Edwards EnterpriseOne Fixed Assets
1.3.7
JD Edwards EnterpriseOne Foundation - Work Order Processing
1.3.8
JD Edwards EnterpriseOne Inventory Management
1.3.9
JD Edwards EnterpriseOne Procurement
1.3.10
JD Edwards EnterpriseOne Product Data Management
1.3.11
JD Edwards EnterpriseOne Shop Floor Management
1.3.12
JD Edwards EnterpriseOne Requirements Planning
1.3.13
JD Edwards EnterpriseOne Resource Assignments
1.3.14
JD Edwards EnterpriseOne Customer Relationship Management
1.3.15
Intelligent Graphic Solution
1.4
JD Edwards EnterpriseOne Capital Asset Management Implementation
1.4.1
Global Implementation Steps
1.4.2
Capital Asset Management Implementation Steps
1.5
Business Interface Integration Objects
2
Understanding Capital Asset Management Features
2.1
JD Edwards EnterpriseOne Capital Asset Management Features
2.1.1
Equipment Information and Search
2.1.2
Equipment Location Tracking
2.1.3
Reporting
2.1.4
JD Edwards EnterpriseOne Case Management
2.1.5
JD Edwards EnterpriseOne Condition-Based Maintenance
2.1.6
JD Edwards EnterpriseOne Equipment Cost Analysis
2.1.7
JD Edwards EnterpriseOne Resource Assignments
2.2
JD Edwards EnterpriseOne Capital Asset Management Tables
2.2.1
Primary Tables and Descriptions
2.2.2
Secondary Tables and Descriptions
3
Integrating with Intelligent Graphic Solution
3.1
Understanding IGS
3.2
Prerequisites
3.3
Integrating with IGS
3.3.1
Forms Used to Integrate with IGS
3.3.2
Integrating Using the Work Order Parts Programs (P13730) and (P17730)
3.3.3
Integrating Using the Work Order Parts Program (P90CD015)
4
Setting Up Capital Asset Management
4.1
Understanding System Setup
4.1.1
Equipment Information
4.1.2
Supplemental Data
4.1.3
PM Information
4.1.4
Work Order Information
4.1.5
Maintenance Planning Information
4.2
Understanding UDCs for CAM
4.2.1
CAM UDCs
4.2.1.1
Preventive Maintenance Status Codes (12/MS)
4.2.1.2
Preventive Maintenance Category Codes 01 (13/P1, 13/P2)
4.2.1.3
Equipment Message Type (12/EM)
4.2.1.4
Preventive Maintenance Service Type Codes (12/ST)
4.2.2
Work Order UDCs
4.2.2.1
Work Order Document Types (00/DT)
4.2.2.2
Summary Document Types (48/DC)
4.2.2.3
Inventory Document Type (48/ID)
4.2.2.4
Bill Type (40/TB)
4.2.2.5
Routing Type (40/TR)
4.2.3
Failure Analysis UDCs
4.2.4
Meter Reading Interoperability UDCs
4.3
Setting Up Constants
4.3.1
Understanding Constants
4.3.2
Forms Used to Set Up Constants
4.3.3
Setting Up Service and Warranty Constants
4.3.3.1
General
4.3.3.2
Case
4.3.3.3
Work Orders
4.3.3.4
Contracts
4.3.3.5
Equipment Master
4.3.3.6
Warranty Claims
4.3.3.7
Supplier Recovery Claims
4.4
Setting Up Next Numbers for Equipment
4.4.1
Understanding Next Numbers for Equipment
4.4.2
Form Used to Set Up Next Numbers for Equipment
4.4.3
Setting Up Equipment Next Numbers
4.5
Setting Up Product Family and Model Combinations
4.5.1
Understanding Product Family and Model Combinations
4.5.2
Form Used to Set Up Product Family and Model Combinations
4.5.3
Adding Product Family and Model Combinations
4.6
Setting Up Customer and Service Provider Records
4.6.1
Understanding Customer and Service Provider Records
4.6.2
Forms Used to Set Up Customer and Service Provider Records
4.6.3
Setting Up Customer Records
4.6.4
Adding SWM Information to Customer Records
4.6.5
Setting Up Service Provider Records
4.6.6
Adding SWM Information to Service Provider Records
4.6.6.1
Default Account Number
4.6.6.2
Adjustment Schedules
5
Setting Up Equipment
5.1
Understanding Equipment Setup
5.2
Understanding Fixed Asset Range of Accounts
5.3
Understanding Journal Entries for Equipment Costs
5.4
Setting Up Specification Data for Equipment
5.4.1
Understanding Specification Data
5.4.2
Prerequisites
5.4.3
Form Used to Set Up Specification Data for Equipment
5.4.4
Setting Up Specification Data
5.5
Setting Up Supplemental Data for Equipment
5.5.1
Understanding Supplemental Data
5.5.1.1
Cross-References for Supplemental Data
5.5.2
Prerequisite
5.5.3
Form Used to Set Up Supplemental Data for Equipment
5.5.4
Setting Up Cross-References for Supplemental Data
6
Setting Up Equipment Billing
6.1
Understanding Equipment Billing
6.2
Understanding System Integration
6.2.1
JD Edwards EnterpriseOne Foundation - Address Book
6.2.2
JD Edwards EnterpriseOne General Ledger
6.2.3
JD Edwards EnterpriseOne Accounts Payable
6.2.4
JD Edwards EnterpriseOne Job Cost
6.2.5
JD Edwards EnterpriseOne Fixed Assets
6.3
Understanding Equipment Billing Setup
6.3.1
Equipment Constants
6.3.2
User-Defined Codes
6.3.3
Automatic Accounting Instructions
6.3.4
Next Numbers
6.3.5
Depreciation Account Rules
6.3.6
Category Code Mapping
6.3.7
Supplemental Data
6.3.8
Equipment Billing Information
6.3.9
Understanding AAIs for Equipment/Plant Maintenance and Equipment Billing
6.3.9.1
Equipment AAIs
6.3.9.2
FTD Range
6.3.9.3
FTC Range
6.3.9.4
FTC1 - FTC0 Ranges
6.3.9.5
FTxx Ranges
6.3.9.6
FMJE Range
6.3.9.7
FA Range
6.3.10
Understanding UDCs for Equipment
6.3.10.1
Equipment Billing Rate (00/RC)
6.3.10.2
Equipment Rate Tables (13/TB)
6.4
Understanding System Features
6.4.1
Equipment Information and Search
6.4.1.1
Parent/Component Relationships
6.4.1.2
Equipment Numbers
6.4.1.3
Supplemental Data
6.4.1.4
Location
6.4.1.5
Category Codes
6.4.1.6
Other UDCs
6.4.1.7
Licenses and Certifications
6.4.1.8
Online Message Logs
6.4.2
Equipment Location Tracking
6.5
Understanding Charges for Equipment Use
6.5.1
Time Billing
6.5.2
Detailed Equipment Cost Accounting
6.5.3
Reporting
6.6
Understanding Equipment Billing System Flow
6.7
Understanding Equipment Billing Tables
6.7.1
Secondary Tables and Descriptions
6.8
Setting Up the Billing Rate Code Hierarchy
6.8.1
Understanding the Billing Rate Code Hierarchy
6.8.2
Prerequisites
6.8.3
Form Used to Set Up the Billing Rate Code Hierarchy
6.8.4
Setting Up the Billing Rate Code Hierarchy
6.9
Setting Up Equipment Rates
6.9.1
Form Used to Set Up Equipment Rates
6.9.2
Setting Up Equipment Rates
6.10
Setting Up Rental Rules
6.10.1
Form Used to Set Up Rental Rules
6.10.2
Setting Up Rental Rules
6.10.2.1
Table Information
6.10.2.2
Defaults
6.10.2.3
Billing Limits
6.11
Setting Up Billable Days
6.11.1
Forms Used to Set Up Billable Days
6.11.2
Setting Up Billable Days
6.12
Setting Up Equipment Distribution Rules
6.12.1
Equipment Information
6.12.2
Search Sequence Information
6.12.3
Form Used to Set Up Equipment Distribution Rules
6.12.4
Setting Up Equipment Distribution Rules
7
Setting Up Inventory
7.1
Understanding Inventory
7.1.1
Stocking Types
7.1.2
On-Hand Quantity Versus Available Quantity
7.1.3
Commitments
7.1.4
Supply and Demand Quantities
7.2
Setting Up Inventory in the Item Master
7.2.1
Forms Used to Set Up Inventory in the Item Master
7.2.2
Entering Item Master Records
7.2.3
Entering Item/Branch Plant Information
7.2.4
Entering Additional System Information
7.2.5
Assigning Parts to a Master Planning Family
7.3
Setting Up Inventory Management and Procurement for CAM Users
7.3.1
Understanding Line Types
7.3.2
Understanding Stocking Type Codes
7.3.3
Forms Used to Set Up Inventory Management and Procurement for CAM Users
7.3.4
Setting Up Line Types
7.3.5
Setting Up Branch/Plant Constants
8
Setting Up Preventive Maintenance
8.1
Understanding AAIs for PMs
8.1.1
Preventive Maintenance AAIs
8.1.2
FMA, FMB, FMF, FMG, FMH, and AT00 AAIs
8.1.3
FMC, FMD, FME, FMI, FMJ, and FMK AAIs
8.2
Setting Up PM Rules for Schedules
8.2.1
Understanding PM Schedules
8.2.1.1
Standard Procedures
8.2.1.2
Maintenance Rules
8.2.2
Understanding Maintenance Rules
8.2.2.1
How the System Applies Maintenance Rules
8.2.2.2
How the System Calculates Projected Start Dates
8.2.3
Prerequisites
8.2.4
Form Used to Set Up Preventive Maintenance Schedule Information
8.2.5
Setting Up Maintenance Rules
9
Setting Up Work Orders
9.1
Understanding Work Orders
9.1.1
Work Order Activity Rules
9.1.2
Work Order Approvals
9.1.3
Standard Parts Lists and Work Order Instructions
9.1.4
Mobile Applications for Creating Service Orders (Release 9.1 Update)
9.2
Understanding Work Order AAIs
9.3
Understanding Record Types
9.4
Understanding Supply and Demand Inclusion Rules
9.5
Setting Up Constants for Work Orders
9.5.1
Form Used to Set Up Constants for Work Orders
9.5.2
Setting Up Work Order Constants
9.6
Setting Up Next Numbers for Work Orders
9.6.1
Form Used to Set Up Next Numbers for Work Orders
9.6.2
Setting Up Work Order Next Numbers
9.7
Setting Up Work Order History
9.7.1
Understanding Work Order History
9.7.2
Form Used to Set Up Work Order History
9.7.3
Setting Processing Options for the Work With Work Order History Program (P17715)
9.7.3.1
Process
9.8
Setting Up Default Locations and Printers
9.8.1
Understanding Default Locations and Printers
9.8.2
Forms Used to Set Up Default Locations and Printers
9.8.3
Setting Up Default Locations
9.8.4
Setting Up Default Print Queues
10
Setting Up Parts and Labor Planning
10.1
Understanding General Planning Information
10.1.1
Work Day Calendar Setup
10.2
Understanding UDCs for Resource Planning
10.2.1
CRP Display (33/MM)
10.2.2
Message Types (33/MT)
10.3
Understanding Supply and Demand Inclusion Rules
10.4
Setting Up Manufacturing Constants
10.4.1
Forms Used to Set Up the Manufacturing Constants
10.4.2
Setting Up Manufacturing Constants
10.4.2.1
Commitment Control
10.5
Setting Up UDCs for Parts Planning
10.5.1
Understanding Setting Up UDCs for Parts Planning
10.5.1.1
Quantity Types Codes
10.5.1.2
MRP Calculation Display Codes
10.5.1.3
MRP Action Message Codes
10.5.2
Forms Used to Set Up Parts Planning Codes
10.5.3
Setting Up Quantity Types
10.5.4
Setting Up the MRP Calculation Display Codes
10.6
Setting Up Resource Planning
10.6.1
Understanding Resource Planning
10.6.2
Understanding Resource Units
10.7
Setting Up Work Centers and Work Center Rates
10.7.1
Understanding Work Centers and Work Center Rates
10.7.2
Prerequisite
10.7.3
Forms Used to Set Up Work Centers and Work Center Rates
10.7.4
Setting Up Work Centers
10.7.5
Setting Up Work Center Rates
10.8
Calculating Available Resource Units
10.8.1
Understanding the Work Center Resource Units Generation Program
10.8.2
Running the Work Center Resource Units Generation Program
10.8.3
Setting Processing Options for the Work Center Resource Units Generation Program (R3007G)
10.8.3.1
Defaults
10.8.3.2
Process
11
Understanding the Equipment Master
11.1
Understanding Equipment Master Information
11.2
Understanding the Types of Equipment Identification Information
11.2.1
Equipment Master
11.2.2
Supplemental Information
11.2.3
Specification Data
11.2.4
Message Logs
12
Creating Equipment Master Records
12.1
Understanding Equipment Master Records
12.1.1
Mobile Applications for Equipment Master (Release 9.1 Update)
12.1.2
Common Elements Used in This Chapter
12.2
Creating Equipment Master Records Manually
12.2.1
Understanding Manual Creation of Equipment Master Records
12.2.2
Forms Used to Create Equipment Master Records Manually
12.2.3
Creating Equipment Master Records Manually
12.2.3.1
Customer/Equipment
12.2.3.2
Service
12.2.4
Setting Processing Options for the Work with Equipment Master Program (P1701)
12.2.4.1
Categories
12.2.4.2
Defaults
12.2.4.3
Process
12.2.4.4
Versions
12.2.5
Setting Processing Options for the Equipment Master Revisions Program (P1702)
12.2.5.1
Edits
12.2.5.2
Defaults
12.2.5.3
Process
12.2.5.4
Export
12.2.5.5
Versions
12.2.5.6
Data Selection
12.3
Creating Equipment Records from Fixed Assets
12.3.1
Forms Used to Create Equipment Records from Fixed Assets
12.3.2
Locating the Records
12.3.3
Setting Processing Options for the Create Equipment Master Extension Tables Program (P17021)
12.3.3.1
Defaults
12.3.3.2
Edits
12.3.3.3
Versions
12.4
Using Equipment Geo Coding (Release 9.1 Update)
12.4.1
Understanding Equipment Geo Coding
12.4.2
Running the Update Equipment Geo Code Program (R17220W)
12.4.3
Setting Processing Options for the Update Equipment Geo Code Program (R17220W)
12.4.3.1
Details
13
Working with Equipment Information
13.1
Understanding Equipment Records
13.1.1
Mobile Applications for Managing Equipment (Release 9.1 Update)
13.2
Searching for Equipment Records
13.2.1
Form Used to Search for Equipment Records
13.3
Tracking Equipment Status
13.3.1
Understanding Equipment Status
13.3.2
Forms Used to Track Equipment Status
13.3.3
Reviewing Equipment Status
13.3.4
Setting Processing Options for the Status History Program (P1307)
13.3.4.1
Process
13.3.4.2
Defaults
13.3.4.3
Versions
13.4
Revising Customer and Site History
13.4.1
Understanding Customer and Site History
13.4.2
Form Used to Revise Customer and Site History
13.5
Entering Specification Information
13.5.1
Understanding Specification Data
13.5.1.1
Equipment Nameplate
13.5.1.2
Specifications Sheets
13.5.2
Prerequisite
13.5.3
Forms Used to Enter Specification Information
13.6
Creating an Equipment Parts List
13.6.1
Understanding the Equipment Parts List
13.6.2
Forms Used to Create an Equipment Parts List
13.6.3
Considerations
13.6.4
Creating an Equipment Parts List
13.6.5
Setting Processing Options for the Equipment Parts List Program (P13017)
13.6.5.1
Defaults
13.6.5.2
Process
13.6.5.3
Versions
13.7
Copying an Equipment Parts List
13.7.1
Understanding the Copy Equipment Parts List Feature
13.7.2
Forms Used to Copy an Equipment Parts List
13.8
Running the Equipment Parts List Batch Update
13.8.1
Understanding the Equipment Parts List Batch Update Program
13.8.2
Setting Processing Options for the Equipment Parts List Batch Update Program (R13808)
13.8.2.1
Process
13.8.2.2
Defaults
14
Working with Meter Readings
14.1
Understanding Meter Readings
14.1.1
Mobile Applications for Speed Meter Reading (Release 9.1 Update)
14.2
Common Elements Used in This Chapter
14.3
Entering Meter Readings
14.3.1
Understanding Meter Readings Entry
14.3.2
Prerequisite
14.3.3
Forms Used to Enter Meter Readings
14.3.4
Setting Processing Options for the Meter Readings Program (P12120)
14.3.4.1
Defaults
14.3.4.2
Categories
14.3.4.3
Process
14.3.4.4
Versions
14.3.4.5
Edits
14.3.5
Entering Meter Readings for a Piece of Equipment
14.4
Entering Speed Meter Readings
14.4.1
Understanding Speed Meter Readings
14.4.2
Form Used to Enter Speed Meter Readings
14.4.3
Setting Processing Options for the Speed Meter Readings Program (P12120U)
14.4.3.1
Defaults
14.4.3.2
Process
14.4.3.3
Versions
14.4.3.4
Edits
14.4.4
Entering Speed Meter Readings
14.5
Creating Equipment Templates for Speed Meter Readings
14.5.1
Understanding Equipment Templates for Speed Meter Readings
14.5.2
Forms Used to Create Equipment Templates for Speed Meter Readings
14.6
Working with Meter Estimates
14.6.1
Understanding Meter Estimates
14.6.2
Form Used to Work with Meter Estimates
14.6.3
Setting Processing Options for the Meter Reading Estimates Program (P1306)
14.6.3.1
Versions
14.6.3.2
Defaults
14.6.4
Setting Up Meter Estimates
14.6.5
Updating Meter Readings Based on Estimates
14.6.6
Setting Processing Options for the Update Meter Estimates Program (R13806)
14.6.6.1
Process
14.6.6.2
Print
14.6.6.3
G/L Date
14.7
Reviewing and Revising Meter Readings
14.7.1
Understanding Reviewing Meter Readings
14.7.2
Forms Used to Review and Revise Meter Readings
15
Working with Preventive Maintenance Schedules
15.1
Understanding PM Schedules
15.1.1
Service Type
15.1.2
PM
15.1.3
Preventive Maintenance Schedule
15.1.4
PM Status
15.1.5
Primary Procedures
15.1.6
PM Schedule Creation for Each Piece of Equipment
15.1.7
PM Scheduling
15.1.8
PM Completion
15.2
Understanding PM Cycle Events
15.3
Understanding PM Process Flow
15.4
Common Elements Used in This Chapter
15.5
Creating a PM Schedule
15.5.1
Understanding PM Schedule Creation
15.5.2
Prerequisites
15.5.3
Forms Used to Create a PM Schedule
15.5.4
Creating a PM Schedule
15.6
Linking Service Types
15.6.1
Understanding Linking Service Types
15.6.2
Forms Used to Link Service Types
15.6.3
Linking Service Types
15.7
Creating a Maintenance Route
15.7.1
Understanding Maintenance Routes
15.7.2
Prerequisites
15.7.3
Forms Used to Create a Maintenance Route
15.8
Working with Model PM Schedules
15.8.1
Understanding Model PM Schedules
15.8.2
Forms Used to Work with Model PM Schedules
15.8.3
Setting Processing Options for the Equipment PM Schedule Program (P1207)
15.8.3.1
Default
15.8.3.2
Versions
15.9
Updating PM Schedule Status Information
15.9.1
Understanding Updating PM Schedule Status Information
15.9.2
Prerequisite
15.9.3
Setting Processing Options for the Update PM Schedule Status Program (R12807)
15.9.3.1
Defaults
15.9.3.2
Print
15.9.3.3
Edit
15.9.3.4
Versions
15.10
Changing the Status of PMs to Complete
15.10.1
Understanding Changing the Status of PMs to Complete
15.10.2
Form Used to Change the Status of PMs to Complete
15.10.3
Changing the Status of PMs to Complete
15.10.3.1
General
15.10.3.2
PM Schedule
15.10.4
Setting Processing Options for the Preventive Maintenance Backlog Program (P12071)
15.10.4.1
Defaults
15.10.4.2
Categories
15.10.4.3
Display
15.10.4.4
Process
15.10.4.5
Versions
16
Creating Model Work Orders
16.1
Understanding Model Work Orders
16.2
Prerequisites
16.3
Creating Model Work Orders
16.3.1
Forms Used to Create Model Work Orders
16.3.2
Creating a Model Work Order
16.4
Setting Up Standard Parts Lists and Work Order Instructions
16.4.1
Understanding Standard Parts Lists and Work Order Instructions
16.4.1.1
A
16.4.1.2
B
16.4.1.3
C
16.4.1.4
Standard Work Order Instructions
16.4.2
Understanding the Freeze Work Center Rates Program
16.4.3
Prerequisites
16.4.4
Forms Used to Set Up Standard Parts Lists and Work Order Instructions
16.4.5
Setting Up a Standard Parts List
16.4.6
Entering Costing Information for a Work Center
16.4.7
Updating Frozen Costs for Work Centers
16.4.8
Setting Processing Options for the Freeze Work Center Rates Program (R30860)
16.4.8.1
Processing
16.4.8.2
Print
16.4.9
Setting Processing Options for the Standard Work Order Instructions Program (P3003)
16.4.9.1
Display
16.4.9.2
Defaults
16.4.9.3
Process
16.4.9.4
Interop
16.4.9.5
Versions
16.4.10
Setting Up Standard Work Order Instructions
17
Working with Work Orders
17.1
Understanding the Work Order Life Cycle
17.2
Understanding Workflow
17.2.1
Example: Work Order Approval Process
17.2.2
Mobile Applications for Managing Work Orders (Release 9.1 Update)
17.3
Understanding Work Order Mass Updates for Equipment Work Orders
17.3.1
Accessing the Work Order Mass Update Programs
17.3.2
Setting Up Your Environment to Use the Work Order Mass Update Process for Equipment Work Orders
17.3.3
Equipment-Specific Work Order Mass Update Functions
17.4
Common Elements Used in This Chapter
17.5
Creating Work Orders Using the Planning Workbench Program (P13700)
17.5.1
Understanding Work Orders
17.5.2
Understanding the Planning Workbench
17.5.3
Prerequisites
17.5.4
Forms Used to Create Work Orders Using the Planning Workbench Program (P13700)
17.5.5
Entering Work Orders Using the Planning Workbench (P13700)
17.5.6
Setting Processing Options for the Planning Workbench Program (P13700)
17.5.6.1
Defaults
17.5.6.2
Categories
17.5.6.3
Versions
17.5.6.4
Process
17.5.7
Setting Processing Options for the CAM - Manage Equipment Work Orders Program (P13714)
17.5.7.1
Defaults
17.5.7.2
Edits
17.5.7.3
Process
17.5.7.4
Equipment Master
17.5.7.5
Versions
17.5.7.6
Category Codes
17.6
Assigning Parts to a Work Order
17.6.1
Understanding Parts Assignment
17.6.2
Prerequisites
17.6.3
Forms Used to Assign Parts to a Work Order
17.6.4
Assigning Parts from a Standard Parts List
17.6.5
Setting Processing Options for the CAM - Manage Work Order Parts Program (P13730)
17.6.5.1
Display
17.6.5.2
Process
17.6.5.3
Warehousing
17.6.5.4
Versions
17.6.5.5
EM Edits
17.6.5.6
EM Versions
17.6.5.7
Export
17.6.5.8
IGS
17.6.6
Setting Processing Options for the Work Order Parts Detail Program (P17730)
17.6.6.1
Display
17.6.6.2
Process
17.6.6.3
Versions
17.7
Selecting Parts from Inventory
17.7.1
Understanding Parts Selection from Inventory
17.7.2
Prerequisite
17.7.3
Forms Used to Select Parts from Inventory
17.7.4
Selecting Parts from Inventory
17.7.4.1
Delivery
17.7.5
Revising the Location for a Part
17.7.6
Selecting a Substitute Part
17.8
Assigning Labor to a Work Order
17.8.1
Understanding Labor Assignment
17.8.2
Prerequisites
17.8.3
Forms Used to Assign Labor to a Work Order
17.8.4
Copying Labor Details from Standard Instructions
17.8.5
Assigning Labor Details Manually
17.8.6
Setting Processing Options for the CAM - Manage Work Order Labor Program (P13732)
17.8.6.1
Process
17.8.6.2
Display
17.8.6.3
Defaults
17.8.6.4
Export
17.8.6.5
Versions
17.8.7
Setting Processing Options for the Work Order Labor Detail Program (P17732)
17.8.7.1
Process
17.8.7.2
Display
17.8.7.3
Versions
17.9
Creating Work Orders Using the Work Order Entry Programs (P48201 and P17714)
17.9.1
Understanding Work Orders
17.9.2
Prerequisites
17.9.3
Forms Used to Create Work Orders Using the Work Order Entry Programs
17.9.4
Entering Work Orders Using the Work Order Entry Programs
17.9.5
Setting Processing Options for the Work Order Revisions Program (P17714)
17.9.5.1
Defaults
17.9.5.2
Process
17.9.5.3
Self Service
17.9.5.4
Versions
17.10
Creating Work Orders for Unscheduled Maintenance
17.10.1
Understanding Unscheduled Maintenance
17.10.2
Prerequisites
17.10.3
Forms Used to Create Work Orders for Unscheduled Maintenance
17.10.4
Creating a Work Order for Unscheduled Maintenance
18
Processing Work Orders
18.1
Understanding Work Order Processing
18.2
Prerequisite
18.3
Locating Work Orders
18.3.1
Understanding Work Order Searches
18.3.1.1
Searches Using Work Order Entry
18.3.1.2
Searches Using Equipment Backlog
18.3.2
Forms Used to Locate Work Orders
18.3.3
Setting Processing Options for the Work With Equipment Work Orders Program (P13220)
18.3.3.1
Defaults
18.3.3.2
Categories
18.3.3.3
Versions
18.4
Revising Work Orders
18.4.1
Understanding Work Order Revisions
18.4.2
Forms Used to Revise Work Orders
18.4.3
Revising Detail Information for a Work Order
18.5
Updating the Life Cycle Information of a Work Order
18.5.1
Understanding Life Cycle Information
18.5.2
Forms Used to Update the Life Cycle Information of a Work Order
18.5.3
Changing the Status of a Work Order
18.6
Reviewing the Status History of a Work Order
18.6.1
Understanding Work Order Status History
18.6.2
Form Used to Review the Status History of a Work Order
18.6.3
Setting Processing Options for the Status History Program (P1307)
18.6.3.1
Process
18.6.3.2
Defaults
18.6.3.3
Versions
18.7
Swapping Components
18.7.1
Understanding the Component Changeout Program (P17STAT)
18.7.2
Forms Used to Swap a Component
18.7.3
Swapping a Component
18.7.3.1
Replaced Component
18.8
Reviewing Work Order Parts Lists
18.8.1
Understanding Reviewing Work Order Parts Lists
18.8.2
Forms Used to Review Work Order Parts Lists
18.8.3
Reviewing a Work Order Parts List
18.8.4
Setting Processing Options for the Work Order Parts List Inquiry Program (P3121)
18.8.4.1
Versions
18.9
Purchasing Parts for a Work Order
18.9.1
Understanding Purchase Orders from Parts Lists
18.9.1.1
Purchasing Parts on a Recurring Basis
18.9.2
Prerequisite
18.9.3
Forms Used To Purchase Parts for a Work Order
18.9.4
Purchasing a Part for a Work Order
18.10
Working with Work Orders on the Web
18.10.1
Understanding Work Orders on the Web
18.10.2
Prerequisites
18.10.3
Form Used to Work with Work Orders on the Web
18.10.4
Entering Work Orders on the Web
18.11
Working with Work Orders on an iPad
18.11.1
Understanding Field Service Work Orders
18.11.1.1
Updating the Status of a Work Order
18.11.2
Mobile Applications for Managing Work Orders (Release 9.1 Update)
18.11.3
Forms Used to Work With Work Orders on an iPad
18.11.3.1
Updating Work Orders
18.11.4
Setting Processing Options for Field Service Work Orders
19
Reviewing Cost Information
19.1
Understanding Costs
19.1.1
Maintenance Expense Accounts
19.1.2
Operating Expense Accounts
19.1.3
Equipment Revenue Accounts
19.1.4
Statistical Accounts
19.2
Reviewing Shop Costs by Cost Account
19.2.1
Understanding Cost Accounts
19.2.2
Forms Used to Review Shop Costs by Cost Account
19.2.3
Setting Processing Options for the Trial Balance/Ledger Comparison Program (P09210A)
19.2.3.1
Default
19.2.3.2
Display
19.2.3.3
Currency
19.2.3.4
Select
19.3
Reviewing Work Order Costs
19.3.1
Understanding Work Order Costs
19.3.1.1
Work Order Transactions
19.3.1.2
Work Order Costs from Equipment Backlog
19.3.1.3
Work Order Costs by Category Code
19.3.1.4
Work Order Costs by Parent Work Order
19.3.1.5
Estimated and Actual Work Order Amounts
20
Adding Costs to Work Orders
20.1
Understanding Adding Costs to Work Orders
20.1.1
Issue Parts Included on Parts Lists
20.1.2
Issue Miscellaneous Parts to a Work Order
20.1.3
Prerequisites
20.2
Issuing Parts Included on the Work Order Parts List
20.2.1
Understanding Issuing Parts Included on the Work Order Parts List
20.2.2
Prerequisite
20.2.3
Forms Used to Issue Parts
20.2.4
Issuing Parts
20.3
Issuing Miscellaneous Parts to a Work Order
20.3.1
Understanding Issuing Miscellaneous Parts to a Work Order
20.3.2
Prerequisites
20.3.3
Forms Used to Issue Miscellaneous Parts to a Work Order
20.3.4
Setting Processing Options for the Inventory Issues Program (P4112)
20.3.4.1
Defaults
20.3.4.2
Versions
20.3.4.3
Process
20.3.4.4
Interop
20.3.4.5
Agreement
20.4
Reviewing Inventory Issues
20.4.1
Understanding Reviewing Inventory Issues
20.4.2
Forms Used to Review Inventory Issues
20.5
Posting Inventory Issues to the General Ledger
21
Working with Time Entry
21.1
Understanding Time Entry
21.2
Prerequisites
21.3
Entering Employee Time Information
21.3.1
Forms Used to Enter Employee Time
21.3.2
Entering Employee Time
21.3.3
Setting Up the Time Entry MBF Processing Options Program (P050002A)
21.3.3.1
Considerations
21.4
Processing Journal Entries
22
Working with Maintenance Forecasts
22.1
Understanding Maintenance Planning
22.2
Updating PM Projections
22.2.1
Understanding the Update PM Projections Program
22.2.2
Prerequisite
22.2.3
Setting Processing Options for the Update PM Projections Program (R13411)
22.2.3.1
Defaults
22.2.4
Running the Update PM Projections Program (R13411)
22.3
Revising PM Information
22.3.1
Understanding PM Information
22.3.2
Forms Used to Revise PM Projections
22.3.3
Revising PM Projections
22.4
Generating a Parts Plan
22.4.1
Understanding Parts Plans
22.4.2
Prerequisite
22.4.3
Form Used to Review a Parts Plan
22.4.4
Generating a Parts Plan
22.4.5
Setting Processing Options for the Message Summary Program (P3401)
22.4.5.1
Versions 1
22.4.5.2
Versions 2
22.4.5.3
Defaults
22.4.5.4
Taxes
22.4.6
Reviewing Parts by Planning Family
22.5
Working with Parts Detail Messages
22.5.1
Understanding Parts Detail Messages
22.5.2
Forms Used to Revise Parts Detail Messages
22.5.3
Setting Processing Options for the MRP/MPS Detail Message Revisions Program (P3411)
22.5.3.1
PO Info
22.5.3.2
WO Info
22.5.3.3
OT Info
22.5.3.4
Blanket Info
22.5.3.5
Versions
22.5.3.6
Display
22.6
Reviewing Parts Supply and Demand
22.6.1
Forms Used to Review Parts Supply and Demand
22.7
Reviewing Parent Information for Component Parts
22.7.1
Understanding Parent Information for Component Parts
22.7.2
Forms Used to Review Parent Information for Component Parts
22.7.3
Setting Processing Options for the Bill of Material Where Used Program (P30201)
22.7.3.1
Defaults
22.7.3.2
Versions
22.8
Revising Parts Cross-References
22.8.1
Understanding Parts Cross-References
22.8.2
Forms Used to Revise Cross-References for Parts
22.8.3
Setting Processing Options for the Item Cross Reference Program (P4104)
22.8.3.1
Processing
22.9
Working with Labor Plans
22.9.1
Understanding Labor Plans
22.9.2
Understanding Labor Plan Generation
22.9.3
Prerequisite
22.9.4
Forms Used to Review Labor Messages
22.9.5
Generating the Labor Plan
22.9.6
Setting Processing Options for the Capacity Message Summary Program (P3301)
22.9.6.1
Defaults
22.9.6.2
Versions
22.9.7
Reviewing Labor Messages by Dispatch Group
22.9.8
Setting Processing Options for the Capacity Planning Message Revisions Program (P3311)
22.9.8.1
Defaults
22.9.9
Reviewing Messages by Work Center
22.10
Reviewing Capacity Load
22.10.1
Understanding Capacity Load
22.10.2
Forms Used to Review Capacity Load
22.10.3
Setting Processing Options for the Capacity Load Program (P3313)
22.10.3.1
Defaults
22.10.3.2
Versions
22.10.4
Reviewing Capacity Load by Work Center
22.10.5
Setting Processing Options for the Period Summary Program (P3312)
22.10.5.1
Defaults
22.10.5.2
Versions
22.10.6
Reviewing Capacity Load by Period Summary
22.11
Revising Labor Resources
22.11.1
Understanding Labor Resources
22.11.2
Forms Used to Revise Work Order Dates
22.11.3
Setting Processing Options for the Operation Dispatch Inquiry Program (P31220)
22.11.3.1
Defaults
22.11.3.2
Versions
22.11.3.3
Process
22.12
Revising Resource Units for a Work Center
23
Working with Failure Analysis
23.1
Understanding Failure Analysis
23.2
Setting Up Failure Analysis
23.2.1
Understanding Failure Analysis Setup
23.2.2
Forms Used to Set Up Failure Analysis Information
23.2.3
Setting Up Failure Analysis Constants
23.2.4
Setting Processing Options for the Failure Analysis Codes Program (P17761)
23.2.4.1
Defaults
23.2.5
Setting Up Failure Analysis Codes
23.2.6
Defining Failure Analysis Tree Names
23.2.7
Setting Up the Failure Analysis Tree Structure
23.2.8
Setting Up Failure Analysis Sequences
23.3
Setting Up Failures, Analyses, and Resolutions
23.3.1
Understanding Failures, Analyses, and Resolutions
23.3.2
Forms Used to Set Up Failures, Analyses, and Resolutions
23.3.3
Setting Processing Options for the Work With Failure Analysis Program (P17766)
23.3.3.1
Defaults
23.3.3.2
Process
23.3.3.3
Versions
23.3.4
Setting Up Failures, Analyses, and Resolutions by Code
23.3.5
Setting up Failures, Analyses, and Resolutions by Tree
23.3.6
Setting Processing Options for the Failure Analysis Tree Names Program (P17762)
23.3.6.1
Defaults
23.3.6.2
Versions
23.3.7
Attaching Failures, Analyses, and Resolutions to a Tree
23.4
Working with Failure Analysis Transactions
23.4.1
Forms Used to Work with Failure Analysis Transactions
23.4.2
Attaching Failure Information to a Work Order or a Case
23.4.3
Attaching Analyses and Resolutions to a Failure
24
Working with Role-Based Workspaces
24.1
Understanding Role-Based Workspaces
24.1.1
Mobile Applications for Meter Readings for Equipment (Release 9.1 Update)
24.2
Managing Equipment
24.2.1
Understanding Managing Equipment
24.2.2
Searching for Equipment Records
24.2.3
Setting Processing Options for the Equipment Search Program (P1701E)
24.2.3.1
Defaults
24.2.3.2
Display
24.2.3.3
Versions
24.2.4
Viewing Equipment Information Detail
24.2.5
Setting Processing Options for the Equipment Detail Program (P1702E)
24.2.5.1
Process
24.2.6
Viewing Equipment Status History
24.2.7
Setting Processing Options for the Status History Program (P1307E)
24.2.7.1
Process
24.2.8
Creating and Updating Equipment Messages
24.2.9
Setting Processing Options for the Equipment Messages Program (P1205E)
24.2.9.1
Defaults
24.2.10
Viewing Equipment PM Backlog
24.2.11
Setting Processing Options for the Equipment PM Backlog Program (P12071E)
24.2.11.1
Defaults
24.2.12
Viewing Equipment Specification Data
24.2.13
Viewing and Updating Meter Readings
24.2.14
Setting Processing Options for the Meter Readings Program (P12120E)
24.2.14.1
Defaults
24.2.14.2
Process
24.2.14.3
Versions
24.2.14.4
Edits
24.3
Managing Work Orders
24.3.1
Understanding Managing Work Orders
24.3.2
Mobile Applications for Managing Work Orders (Release 9.1 Update)
24.3.3
Viewing Work Orders
24.3.4
Setting Processing Options for the Work Order Search Program (P48201E)
24.3.4.1
Defaults
24.3.4.2
Display
24.3.4.3
Categories
24.3.4.4
Versions
24.3.5
Viewing Work Order Detail Information
24.3.6
Setting Processing Options for the Work Order Detail Program (P17714E)
24.3.6.1
Defaults
24.3.6.2
Edits
24.3.6.3
Process
24.3.6.4
Versions
24.3.6.5
Categories
24.3.7
Printing Work Orders
24.3.8
Viewing Resource Assignments
24.3.9
Setting Processing Options for the Resource Assignments Program (P48331E)
24.3.9.1
Process
24.3.10
Viewing Related Purchase Orders
24.3.11
Setting Processing Options for the Related Purchase Orders Program (P134310E)
24.3.11.1
Defaults
24.3.11.2
Display
24.4
Managing Cases
24.4.1
Understanding Managing Cases
24.4.2
Viewing Cases
24.4.3
Mobile Application for Managing Cases (Release 9.1 Update)
24.4.4
Setting Processing Options for the Work with Cases Program (P17500E)
24.4.4.1
Defaults
24.4.4.2
Display
24.4.4.3
Versions
24.4.5
Creating and Updating Cases
24.4.6
Setting Processing Options for the Case Entry Program (P17501E)
24.4.6.1
Process
24.4.6.2
Versions
25
Billing for Equipment
25.1
Understanding Equipment Time Billing
25.1.1
Prerequisite
25.2
Understanding Equipment Location Billing
25.2.1
Prerequisites
25.3
Entering Charges Using Equipment Time Entry
25.3.1
Mobile Enterprise Applications for Field Progress Entry (Release 9.1 Update)
25.3.2
Understanding Equipment Time Entry Charges
25.3.3
Forms Used to Enter Time Billing Information
25.3.4
Setting Processing Options for the Equipment Time Entry Program (P12110)
25.3.4.1
Display
25.3.4.2
Edits
25.3.4.3
Versions
25.3.5
Entering Time Billing Information for Equipment
25.3.6
Using a Model Time Entry
25.3.7
Posting Time Entries to the General Ledger
25.3.8
Posting General Ledger Entries to Equipment
25.4
Processing Location Billings
25.4.1
Understanding the Location Billing Process
25.4.2
Forms Used to Process Location Billings
25.4.3
Setting Processing Options for the Location Billings Program (R1304)
25.4.3.1
Date Selection
25.4.3.2
Partial Hour
25.4.3.3
Update Option
25.4.4
Creating Location Billings
25.4.4.1
Verifying the Location Billing
25.4.4.2
Running the Proof or Final Version
25.4.4.3
Excluding Non-Billable Location Information
25.4.5
Reviewing a Location Billing
25.4.6
Approving a Location Billing Batch
25.4.7
Setting Processing Options for the Batch Type Program (P0011)
25.4.7.1
Batch Type
25.4.8
Posting Location Billings
25.4.9
Revising Location Billings
26
Running the Capital Asset Management Global Updates
26.1
Understanding CAM Global Updates
26.2
Updating Equipment Numbers
26.3
Updating Asset Information
26.4
Updating Meter Schedules Flag
26.5
Updating Work Order Information
26.5.1
Updating Work Order Actual Amounts
26.5.2
Updating Work Order Status Based on Purchase Order Receipt
26.5.3
Setting Processing Options for the Update WO Status Based on PO Receipt Program (R48810)
26.5.3.1
PO Receipt Status
26.5.3.2
WO Status
26.5.3.3
E-Mail Address
26.5.4
Updating the Standard Parts List
26.5.5
Setting Processing Options for the Standard Parts List Update Program (R13802)
26.5.5.1
Update
26.6
Updating Preventive Maintenance Schedule Information
26.6.1
Forms Used to Update and Create PM Schedules
26.6.2
Updating PM Schedules Globally
26.6.3
Creating PM Schedules for Multiple Pieces of Equipment
26.7
Adding Extension Records
26.7.1
Adding Equipment Master Extension Records
26.7.2
Adding Work Order Extension Records
26.8
Running Conversion Programs
26.8.1
Running the Update PDFG in F1207 for 8.10 Program (R891207B)
26.8.2
Running the Update PDFG in F12071 for 8.10 Program (R8912071B)
26.9
Purging Closed Work Orders
A
Capital Asset Management Reports
A.1
JD Edwards EnterpriseOne Capital Asset Management Reports
A.2
JD Edwards EnterpriseOne Capital Asset Management Reports: A to Z
A.2.1
Equipment Reports
A.2.2
Cost Reports
A.2.3
Work Order Reports
A.2.4
Maintenance Planning Reports
A.2.5
Labor Planning Reports
A.2.6
Preventive Maintenance Reports
A.3
JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Equipment Reports
A.3.1
R12400 - Print Supplemental Data by Asset
A.3.2
Processing Options for the Supplemental Data Report by Asset Report (R12400)
A.3.2.1
Print Option
A.3.3
R12440 - Print Supplemental Data by Type
A.3.4
Processing Options for the Supplemental Data by Data Type Report (R12440)
A.3.4.1
Print Option
A.3.5
R12460 - Print Location Information
A.3.6
Processing Options for the Print Location Information Report (R12460)
A.3.6.1
Print
A.4
JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Cost Reports
A.4.1
R12310 - Time Entry Journal Report
A.4.2
Processing Options for the Time Entry Journal Report (R12310)
A.4.2.1
Print
A.4.3
R12424 - Equipment Cost Analysis
A.4.4
Processing Options for the Equipment Cost Analysis Report (R12424)
A.4.4.1
Defaults
A.4.4.2
Process
A.4.4.3
Print
A.4.5
R12426 - Equipment Billing Rates
A.4.6
Processing Options for the Equipment Billing Rates Report (R12426)
A.4.6.1
Print
A.4.7
R13400 - Equipment Variance
A.4.8
Processing Options for the Equipment Variance Report (R13400)
A.4.8.1
Date Selection
A.4.8.2
Account Range
A.4.8.3
Print
A.5
JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Work Order Reports
A.5.1
R13410 - Equipment Parts List
A.5.2
Processing Options for the Equipment Parts List Report (R13410)
A.5.2.1
Process
A.5.3
R13415 - Work Order Parts List
A.5.4
Processing Options for the Work Order Parts List Report (R13415)
A.5.4.1
Edits
A.5.4.2
Display
A.5.4.3
Process
A.5.5
R13418 - Budget to Actual Report
A.5.6
Processing Options for the Budget to Actual Report (R13418)
A.5.6.1
Date
A.5.6.2
Print
A.5.6.3
Update
A.5.7
R13420 - Equipment History
A.5.8
Processing Options for the Equipment History Report (R13420)
A.5.8.1
Print
A.5.8.2
Process
A.5.8.3
Select
A.5.9
R13430 - Work Order Completion Report
A.5.10
R13440 - Labor Utilization Report
A.5.11
Processing Options for the Print Labor Utilization Report (R13440)
A.5.11.1
Print
A.5.12
R13450 - Parts Forecast Report
A.5.13
Processing Options for the Print Parts Forecast Report (R13450)
A.5.13.1
Print
A.5.13.2
Process
A.6
JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Maintenance Planning Reports
A.6.1
R13412 - PM Projections Report
A.6.2
Processing Options for the Print PM Projections Report (R13412)
A.6.2.1
Process
A.6.2.2
Print
A.6.3
R3450 - Master Production Schedule
A.6.4
Processing Options for the Print Master Production Schedule Report (R3450)
A.6.4.1
Process
A.6.4.2
Print 1
A.6.4.3
Print 2
A.7
JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Labor Planning Reports
A.7.1
R3350 - Capacity Requirements and Messages Report
A.7.1.1
Load Types
A.7.2
Processing Options for the Capacity Requirements and Messages Report (R3350)
A.7.2.1
Defaults
A.7.3
R3352 - Period Summary Report
A.7.4
Processing Options for the Period Summary Report (R3352)
A.7.4.1
Defaults
A.8
JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Preventive Maintenance Reports
A.8.1
R12407 - Maintenance Schedule
A.8.2
Processing Options for the Print Maintenance Schedule Report (R12407)
A.8.2.1
Print
A.8.3
R12450 - Equipment Message Log
A.8.4
Processing Options for the Print Equipment Message Log Report (R12450)
A.8.4.1
Print
A.8.5
R13419 - Frequency of Occurrences Report
A.8.6
Processing Options for the Print Frequency of Occurrence Report (R13419)
A.8.6.1
Date
B
Delivered Workflow for JD Edwards EnterpriseOne Capital Asset Management
B.1
Delivered Workflows for JD Edwards EnterpriseOne Capital Asset Management
B.1.1
Work Order Activity Rules
B.1.1.1
Description
B.1.1.2
Workflow Objects
B.1.2
WM Document Type
B.1.2.1
Description
B.1.2.2
Workflow Objects
B.1.3
WM Type Code 1
B.1.3.1
Description
B.1.3.2
Workflow Objects
B.1.4
WM Type Code 6
B.1.4.1
Description
B.1.4.2
Workflow Objects
B.1.5
WM Type 1 Approval Type 1
B.1.5.1
Description
B.1.5.2
Workflow Objects
B.1.6
WM Type 1 Approval Type 2
B.1.6.1
Description
B.1.6.2
Workflow Objects
Glossary
Index
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