2 Understanding Capital Asset Management Features

This chapter contains the following topics:

2.1 JD Edwards EnterpriseOne Capital Asset Management Features

JD Edwards EnterpriseOne Capital Asset Management consists of these modules, depending on the licensed products you have purchased:

  • JD Edwards EnterpriseOne Fixed Assets.

  • JD Edwards EnterpriseOne Plant and Equipment Management.

    This includes sub-modules, such as Equipment Information, Equipment Time Billing, Plant and Equipment Maintenance, JD Edwards EnterpriseOne Foundation - Work Order, Failure Analysis, Case Management, Maintenance Planning, and Plant and Equipment Management Setup.

  • JD Edwards EnterpriseOne Condition-Based Maintenance.

  • JD Edwards EnterpriseOne Equipment Cost Analysis.

  • JD Edwards EnterpriseOne Resource Assignments.

The maintenance features of JD Edwards EnterpriseOne CAM are designed to meet equipment maintenance needs in a variety of ways. For example, you can use the system to:

  • Enter and search for equipment information.

  • Track equipment movement and status, and assign equipment to multiple locations.

  • Track the maintenance history of each piece of equipment and target potential problem machines to minimize equipment downtime.

  • Coordinate maintenance activities based on preventive and corrective maintenance schedules.

  • Coordinate maintenance activities with materials and labor resources.

  • Assign resources to work orders.

  • Maintain detailed cost accounting records for equipment.

  • Produce reports on a wide range of equipment-related topics.

  • Record and track cases.

  • Maintain a failure analysis database. Associate failures (issues), analyses, and resolutions with cases and work orders.

2.1.1 Equipment Information and Search

This table describes some of the types of information you can use to locate, organize, and track the availability and repair status of equipment:

Information Type Description
Parent and component relationships A parent piece of equipment consists of other parts or components. It can also be a component of another piece of equipment.

A parent can also be a virtual or logical piece of equipment with component relationships to other logical equipment. For example, a manufacturing line could be a parent, and the associated manufacturing machinery would be components of the manufacturing line.

Use parent and component relationships to group components in the system. You can track the history of a piece of equipment's immediate parent or any of its components. The system accommodates up to 25 levels of components. This record is useful if you use complex or interchangeable equipment assemblies.
Equipment numbers You can identify equipment by:

  • Equipment number

  • Unit number

  • Serial number
Location You can search for and track equipment, based on its historical, current, or planned location. This tracking ability is helpful if you need to review equipment that is used at a particular job site or reroute equipment between job sites.
Category codes You can define up to 33 category codes to classify equipment for reporting and data selection purposes. For example, you can perform online searches for equipment based on category codes that represent major accounting class, major equipment class, manufacturer, model year, and so on.
Other user-defined codes (UDCs) You can assign three additional UDCs:

  • Finance methods

  • Equipment status codes

  • Equipment message types

For example, you can set up equipment status codes to apply to each piece of equipment, such as:

  • Down

  • Standby

  • Working

  • Available
Licenses and certifications You can record and track license and permit information for each piece of equipment. This record is helpful if you dispatch equipment to job sites that are located in different licensing authorities.
Online message logs You can use online message logs to enter messages about a piece of equipment. Standard message types include:

  • Planned maintenance

  • Actual maintenance

  • Problem reports

You can also enter additional remarks about any piece of equipment.

2.1.2 Equipment Location Tracking

You can locate and report on the availability and working status of equipment. You can also:

  • Revise location tracking information.

  • Transfer one or more pieces of equipment.

  • Consolidate equipment from multiple locations.

2.1.3 Reporting

JD Edwards EnterpriseOne CAM provides you with a wide variety of reports that offer you a comprehensive view of the equipment needs and processes. You can configure any report to fit the company's reporting needs and simplify the fulfillment of various governmental reporting requirements. These examples are a partial listing of the predefined reports available:

  • Work Order Cost Summary

  • Work Order Cost Detail

  • Maintenance Schedule

  • Equipment Parts List

  • Specification Data

  • Location Tracking

  • Equipment Variance

In addition to standard reports, you can create custom reports using virtually any data within the system.

2.1.4 JD Edwards EnterpriseOne Case Management

JD Edwards EnterpriseOne Case Management enables an organization to create a central point-of-contact for all customer service processes. You can capture and manage cases, as well as create work orders to fulfill cases. On the case entry or work order entry screens, you can use menu exits to quickly retrieve information about the customer, product, or issue.

See "Setting Up Case Management Fundamentals" in the JD Edwards EnterpriseOne Applications Customer Relationship Management for Support Implementation Guide.

2.1.5 JD Edwards EnterpriseOne Condition-Based Maintenance

In contrast with frequency-based preventive maintenance, JD Edwards EnterpriseOne Condition-Based Maintenance (CBM) looks at upper and lower limits, tolerances, and other conditions that might cause an equipment or system warning or alarm. Once the alarm has been initiated, the alert can be passed into the CBM module and initiates an email notification, investigation email, updates the preventive maintenance schedule, or creates a work order to resolve the reason for the alert.

2.1.6 JD Edwards EnterpriseOne Equipment Cost Analysis

The JD Edwards EnterpriseOne Equipment Cost Analysis (ECA) module provides you with the ability to perform detailed cost analysis on the equipment that you own and maintain. ECA benefits companies that use a variety of equipment and that need to identify current problem areas or track increasing operational costs. For example, you could compare the maintenance costs for a group of related equipment over a number of financial years, or compare the maintenance costs for a type of equipment operating under a number of different operating environments or across different sites.

2.1.7 JD Edwards EnterpriseOne Resource Assignments

The JD Edwards EnterpriseOne Resource Assignment module supports two primary processes:

  • Creating a crew schedule.

  • Assigning resources to the schedule.

When creating the crew schedule, the total capacity of the crew by lead craft is used during the crew assignment process. Once the schedule is in place you can then assign individual resources to the crew schedule while checking the current availability and assignment of the resources. The assignment process can also be carried out directly to the work order details when a crew schedule a crew schedule is not being created.

2.2 JD Edwards EnterpriseOne Capital Asset Management Tables

JD Edwards EnterpriseOne CAM uses a variety of tables to store the necessary information to support JD Edwards EnterpriseOne CAM processes.

2.2.1 Primary Tables and Descriptions

This table lists the primary tables for JD Edwards EnterpriseOne CAM:

Primary Table Description
Account Ledger (F0911) Stores general ledger journal entries and provides an audit trail for both the Asset Account Balances File table (F1202) and the Account Balances table (F0902).
Asset Master File (F1201) Stores basic information about each piece of equipment, such as:

  • Equipment number

  • Description

  • Account coding

  • Category codes
Asset Account Balances File (F1202) Stores the account balance amount or unit for each equipment account.
Location Tracking Table (F1204) Stores location information for a piece of equipment, including:

  • Equipment number.

  • Location.

  • Start effective date.

  • Ending date.

  • Equipment status.

  • Transfer number.

  • Location code, which indicates the type of location, such as planned, current, or history.
Maintenance Schedule File (F1207) Stores information about each preventive maintenance schedule, both current and history and includes information, such as:

  • When the service is to be performed.

  • When the service was last completed.

  • Current status.

  • References to any associated work order.
Equipment Master Extension (F1217) Stores additional information about each piece of equipment relating to the JD Edwards EnterpriseOne Service Management and CAM modules.
Equipment Master Location History (F1731) Stores the owner and site history information for each piece of equipment when changed on the equipment master.
Work Order Master File (F4801) Stores static information about each work order, such as:

  • Description of work

  • Estimated amount and hours

  • Equipment worked on

  • Charging information

2.2.2 Secondary Tables and Descriptions

This table lists the secondary tables for JD Edwards EnterpriseOne CAM:

Secondary Table Description
User-Defined Codes (F0005) Contains all user-defined system values.
Supplemental Database Setup (F00090) Stores supplemental database information. CAM uses these supplemental databases:

  • AM - Asset Management

  • WO - Work Orders
Supplemental Database Data Types (F00091) Stores data types for supplemental databases.
Supplemental Data (F00092) Stores supplemental data in either columnar or narrative format about equipment or work order.
Automatic Accounting Instructions Master (F0012) Contains information used to define the interfaces between CAM and the JD Edwards EnterpriseOne General Ledger chart of accounts.
Address Book Master (F0101) Contains tax assessor and equipment user address information.
Account Master (F0901) Maintains general ledger account data.
Default Accounting Constants (F12002) Maintains default account information by company and asset cost account.
Default Depreciation Constants (F12003) Maintains default information by company and asset cost account of all depreciation books and values.
Equipment Messages (F1205) Stores user-generated messages regarding equipment maintenance.
Equipment License Master (F1206) Stores license and permit information for equipment.
Equipment PM Schedule (Model) (F12071) Stores model maintenance schedules.
Location History Text (F1210) Contains text for location history records.
Parent History (F1212) Contains the history of parents for a component.
Specification Cross Reference (F1215) Stores, by equipment class, the values of each field in the Specification Data table (F1216).
Specification Data (F1216) Stores static equipment information, such as power requirements, size, capacity, and other nameplate information.
Equipment Parts List (F13017) Contains the spare parts information for the equipment. Both catalogued and non-catalogued items can be stored.
Meter Reading Estimates (F1306) Maintains the estimated meter readings that the system uses to schedule maintenance activities.
Status History File (F1307) Maintains a history of status changes to equipment and work orders.
Equipment Routes Table (F1308) Stores equipment maintenance loop information by associated equipment and service type.
PM Projections (F13411) Maintains information about projected Preventive Maintenance (PM) by service type for each piece of equipment.
Equipment Analysis Groups (F1380) Contains the group or subgroup definitions.
Equipment Analysis Filters (F1381) Contains the filters associated with the group or subgroup.
Equipment Analysis Listing (F1382) Contains the current list of equipment associated with the group and subgroup based on the filters.
Equipment Analysis Costs (F1383) Contains the summary and detailed cost information for the group, subgroup, and equipment.
Equipment Analysis Rules (F1385) Contains the rules that control what accounts are included in the costs analysis and their cost classification.
Equipment Category Code Mapping (F1391) Maintains the rules by which the system automatically assigns equipment and business unit category codes when you create master records for new equipment or create work orders for equipment.
Maintenance Rules (F1393) Defines when preventive maintenance are scheduled and provides default values to work orders.
Bill of Material Master File (F3002) Stores information about the parts that are needed to perform a specific type of maintenance.
Routing Master File (F3003) Stores detailed instructions by labor step for a specific type of maintenance.
Work Order Parts List (F3111) Maintains information about parts that are related to specific work orders.
Work Order Routing (F3112) Maintains information about the labor steps that are related to specific work orders.
Forecast File (F3460) Stores the forecast data that the Material Requirements Planning (MRP) program uses for calculation.
Work Order Record Types File (F48002) Stores types of text that are associated with work orders.
Work Order Instructions File (F4802) Stores description text and the various record types that are defined in the UDCs, such as Description of Request and Final Disposition.
W.O. Status Action Table (F4826) Maintains information about the order of allowed statuses through which a work order must pass.
Work Order Approval Routing (F4827) Maintains reject statuses for work orders according to work order type.
Resource Assignment Constants (F48301) Contains constants and system wide default information by business unit.
Maintenance Schedule Periods (F48302) Contains the date from and thru schedule period details.
Resource Working Hours (F48307) Contains the working hour rules for the base and resource working hours.
Resource Master (F48310) Contains the master record for crews, individual and equipment resources.
Resource Assignments (F48311) Contains the detail assignment record for the crew schedule or individual and equipment assignment for the work order or labor detail step.
Maintenance Schedule Metrics (F48315) Contains the availability and schedule compliance metric information for the crew and lead craft by schedule period.
Maintenance Reschedule Metrics (F48316) Contains the rescheduling metric information indicate the reasons why work was rescheduled by crew, craft, and work order.