17 Working with Work Orders

This chapter contains the following topics:

• Section 17.1, "Understanding the Work Order Life Cycle"

• Section 17.2, "Understanding Workflow"

• Section 17.3, "Understanding Work Order Mass Updates for Equipment Work Orders"

• Section 17.4, "Common Elements Used in This Chapter"

• Section 17.5, "Creating Work Orders Using the Planning Workbench Program (P13700)"

• Section 17.6, "Assigning Parts to a Work Order"

• Section 17.7, "Selecting Parts from Inventory"

• Section 17.8, "Assigning Labor to a Work Order"

• Section 17.9, "Creating Work Orders Using the Work Order Entry Programs (P48201 and P17714)"

• Section 17.10, "Creating Work Orders for Unscheduled Maintenance"

17.1 Understanding the Work Order Life Cycle

Use work orders to manage the work flow of the maintenance tasks and projects. You can manage all of the aspects of a maintenance task or project, including:

• Creating work orders for preventive and corrective maintenance

• Committing inventory to a work order.

• Scheduling multiple tasks and crafts, such as mechanical, electrical, and so on, to a work order.

• Tracking the progress of a work order by status.

• Tracking work order costs, such as materials, labor, and so on.

• Recording unlimited detailed information about a work order.

• Completing and closing a work order.

In addition to these features, you can set up a work-order approval process within the JD Edwards EnterpriseOne Workflow Tools system. A predefined work-order approval process in the workflow system can be modified to suit your business needs.

The steps through which a work order must pass to accurately communicate the progress of the maintenance tasks that it represents are the life cycle of the work order. The work-order life cycle applies to work orders for preventive maintenance and corrective maintenance. You can select to display the Status Change form each time the work order advances through a step in the life cycle.

This diagram illustrates the flow of a work order through a typical work-order life cycle:

Figure 17-1 Typical work-order life-cycle flow

Description of ''Figure 17-1 Typical work-order life-cycle flow''

17.2 Understanding Workflow

Workflow offers a powerful means of automating various components of the work-order life cycle across the entire enterprise. Documents, information, and action messages automatically pass from one task to the next. The tasks are based on a set of procedural rules and initiating events, and require minimal involvement on your part. For example, you can use workflow to:

• Route a work order for approval.

• Run the capacity plan for a work order.

• Send messages to appropriate personnel regarding the progress of a work order.

Some of these workflow examples are shipped with the software.

In addition, workflow enables you to:

• Define as many workflow processes as the business needs require.

• Attach any workflow process to any given event within an application.

• Run conditional processing, which is logic that is contingent upon supplied criteria, such as currency amount, status, and priority.

17.2.1 Example: Work Order Approval Process

This example helps you understand how the various components of the JD Edwards EnterpriseOne Workflow system, such as processes, subprocesses, and tasks, work together to provide a comprehensive workflow solution. The work order-approval process represents a typical workflow process within JD Edwards EnterpriseOne CAM. The example illustrates the particular workflow components that require modification to meet your business needs.

In the example, the approval process for a work order is based on the document type of the work order and the work order type. Document type and work order type are elements of the additional data structure that the JD Edwards EnterpriseOne Workflow system uses to approve work orders. To facilitate understanding, the example charts the workflow for a work order with the document type of WM and the work order type of Type 1. Document types and work order types are user-defined codes (UDCs). The codes that the organization uses most likely differ from the codes that the JD Edwards EnterpriseOne software provides as demonstration data.

In this example, the workflow process is initiated by the creation of a work order or any change that is made to the status of a work order. The system uses the Work Order Activity Rules to determine whether the status change is allowed. If the status change is not allowed, workflow does not begin, and an error message appears. Otherwise, workflow begins normally. In JD Edwards EnterpriseOne Plant and Equipment Management, regardless of any subsequent processes, the first workflow process for work orders is the WOactRules (Work Order Activity Rules) process. This process is hard-coded and cannot be modified.

These diagrams illustrate this example:

Figure 17-2 Work order approval process, view 1

Description of ''Figure 17-2 Work order approval process, view 1''

Figure 17-3 Work order approval process, view 2

Description of ''Figure 17-3 Work order approval process, view 2''

See "Work Order Management Features" in the JD Edwards EnterpriseOne Applications Work Orders Implementation Guide

See also"Entering Record Type Descriptions" in the JD Edwards EnterpriseOne Applications Work Orders Implementation Guide

17.2.2 Mobile Applications for Managing Work Orders (Release 9.1 Update)

The following mobile applications are available, and can be used to manage work orders on a mobile device:

• Manage My Work Orders (Tablet and Smartphone)

• Manage My Work Orders Disconnected (Tablet and Smartphone)

• Review Team Service Orders (Tablet and Smartphone)

• Create Equipment Work Orders (Tablet)

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 topic in the JD Edwards EnterpriseOne Applications Mobile Enterprise Applications Implementation Guide:

• Manage My Work Orders Mobile Applications

• Review Team Service Orders Mobile Applications

• Create Equipment Work Orders Mobile Application

17.3 Understanding Work Order Mass Updates for Equipment Work Orders

The work order mass update process enables you to select and modify multiple work orders at the same time. You can use the mass update process for equipment work orders that are assigned a work order type of 04 (equipment) from the Order Type (48/OT) UDC table.

You use the Search for Work Orders program (P48022) to search for and select the work orders that you want to modify, and then use the Work Order Mass Update program (P48714) to enter the new values that you want to apply to the selected work orders. Alternatively, you can set up templates in the Work Order Mass Update Template program (P48710) to specify default values for the fields that you want to update. After you enter the new values, you run the Work Order Mass Update batch program (R48714) in draft mode, verify the changes that you want to make, and then run the R48714 program in final mode to commit the changes to the database.

See "Using the Work Order Mass Update Process" in theJD Edwards EnterpriseOne Applications Work Orders Implementation Guide.

17.3.1 Accessing the Work Order Mass Update Programs

Links to the Work Order Mass Update Template program and the Search for Work Orders program appear on the Periodic Processing menu (G1320). You access the Work Order Mass Update interactive program from the Search for Work Orders program, and access the Work Order Mass Update batch program from the Work Order Mass Update interactive program.

You can also access the Search for Work Orders program using these access points:

• An option in the Form menu in the Planning Workbench program (P13700).

  The system launches the version of the Search for Work Orders program that you specify in the Work Order Mass Update (P48022) Version processing option in the Planning Workbench program.

• An option on the Form menu in the Work With Work Orders program (P48201).

  The system launches the version of the Search for Work Orders program that you specify in the Work Order Mass Update (P48022) Version processing option in the Work With Work Orders program.

17.3.2 Setting Up Your Environment to Use the Work Order Mass Update Process for Equipment Work Orders

Before you use the work order mass update process, you should set up versions and processing options for the programs used by the process. In addition to the processing options for the Search for Work Orders and Work Order Mass Update programs, the system uses some of the processing options from the versions of equipment work order management programs that you specify.

This table lists the programs for which you should set up processing options.

Note: This table lists only the programs that have processing options that affect how work orders are processed in the work order mass update process. You will set up and specify versions of other applications if you do not want to use default versions. You specify the versions to use in the processing options of the Search for Work Orders program.

Program	Processing Options
Search for Work Orders (P48022)	You specify the version of this program to use in processing options in the Work With Work Orders (P48201) and Planning Workbench (P13700) programs. The Search for Work Orders program includes processing options in which you specify the versions of the programs to use when you use Form and Row menu options. You will need to set up versions of those programs if you choose to use a version other than the default version noted in the processing option description. See "Setting Processing Options for Search for Work Orders (P48022)" in the JD Edwards EnterpriseOne Applications Work Orders Implementation Guide.
Work Order Mass Update (P48714)	You specify the version of this program to use in the Search for Work Orders program. See "Setting Processing Options for Work Order Mass Updates (P48714)" in the JD Edwards EnterpriseOne Applications Work Orders Implementation Guide.
CAM - Manage Equipment Work Orders (P13714)	To use a specific version of this program: Set the Work Order Revisions Application processing option in the Search for Work Orders program to 2. Enter the version of the CAM - Manage Equipment Work Orders program that you want to use in the Work Order Revisions Version processing option in the Search for Work Orders program. See Setting Processing Options for the CAM - Manage Equipment Work Orders Program (P13714)
Work Order Revisions (P17714)	To use a specific version of the Work Order Revisions program (P17714), in the processing options for the Search for Work Orders program: Specify1 in the Work Order Revisions Application processing option. Specify 2 (equipment) in the Work Order Type processing option. Specify the version name of the Work Order Revisions program to use in the Work Order Revisions Version processing option. See Setting Processing Options for the Work Order Revisions Program (P17714)
Work With Work Orders (P48201)	You can access the work order mass update programs from an option on the Form menu in the Work With Work Orders program. Set the Work Order Mass Update (P48022) Version processing option in the Work With Work Orders program to use the appropriate version. See "Setting Processing Options for Work With Work Orders (P48201)" in the JD Edwards EnterpriseOne Applications Work Orders Implementation Guide.
Planning Workbench (P13700)	You can access the work order mass update programs from an option on the Form menu in the Planning Workbench program. Set the Work Order Mass Update (P48022) Version processing option in the Planning Workbench program to use the appropriate version. See Setting Processing Options for the Planning Workbench Program (P13700).

17.3.3 Equipment-Specific Work Order Mass Update Functions

You can use the work order mass update process to update manufacturing, tenant, service, and equipment work orders. When working with work orders for equipment, you should note that:

• Some of the options available in the work order mass update process are available for only specific work order types.

• Some actions that you can perform when working with individual equipment work orders are not supported when you work with multiple equipment work orders.

• Some of the processing options that you set up in the version of the CAM - Manage Equipment Work Orders program (P13714) or the Work Order Revisions program (P17714) that you use when working with work order mass updates affect the processing of the work order mass updates.

This table lists the functions that are specific to working with equipment work orders, the functions that are not supported when you work with multiple equipment work orders, and the processing logic in the CAM - Manage Equipment Work Orders program and Work Order Revisions program that affect work order mass updates for equipment work orders.

Function	Description
Display Children	The Search for Work Orders program includes a Display Children check box. As in the work with equipment work orders programs, when you select the check box and enter an equipment number, your search locates the child work orders of the equipment that you enter.
Include Models	The Search for Work Orders program includes an Include Models check box. As in the work with equipment work orders programs, your search includes model work orders when you select the check box.
Craft	When you perform a search using a value in the Craft field, the system populates the grid in the Search for Work Orders program for only the work orders that have labor lines with a work center value that matches the value for the Craft field.
Prepayments	Mass updates for work orders for which prepayment processing is enabled is not supported.
Component change-out	The component change-out function is not supported when you work with mass updates for equipment work orders.
Entitlement checking	Entitlement checking is not supported when you work with mass updates for equipment work orders. When you set up the processing options for the Search for Work Orders program you must specify versions of these programs that do not have entitlement checking enabled: Work Order Revision (P17714) CAM - Manage Equipment Work Orders (P13714) If you use entitlement checking, the system assumes that the Service Order Entitlement Trigger field in the S/WM System Constants is set to 3 (customer), 6 (branch/plant) or 7 (site number). The work order mass update process verifies that entitlement checking is disabled only when the Service Order Entitlement Trigger field is set to one of these values. Changing the customer, site, or branch for a work order record can also trigger entitlements and require that labor and parts for the work order also be changed. If a work order has associated labor or parts records, you cannot change the customer, site or branch.
Field updates	Some fields that appear in equipment work orders are not editable when you work with multiple work orders. See "Unsupported Fields by Work Order Type" in the JD Edwards EnterpriseOne Applications Work Orders Implementation Guide.
Default Date and Time for Status processing option	If you set this processing option to 1 to use the current system date and time on status change, the system will use the current system date and time will to update the completed date and time on the work order when you process work order mass updates.
Create Labor Detail processing option	If you set this processing option to 1 to create labor detail, the system creates the labor detail if the Lead Craft field is populated with an update value and no labor detail lines exist for the work order.
Email Manager/Crew processing option	If you set this processing option to 1 to send emails, the system sends an email to the crew if you change the value in the Crew field on the Equipment Work Order Mass Update form.
Create Individual Resource Assignments processing option	If you set this processing option to 1 to create assignments, the system creates resource assignments when you change the value in the Assigned To field on the Equipment Work Order Mass Update form.
Status Window on Update processing option	If you set this processing option to 1, status related fields are not displayed on Equipment Work Order Mass Update form. Leave this processing option blank to display and enable status update fields.
Field-level validations	The system uses the same field-level validations for work order mass updates as it uses when you update single work orders. For example, the system validates the currency code when you change the branch or customer number, and validates the tax rate area and tax explanation code when you change the site number. The values that you enter in these fields on the Equipment Work Order Mass Update form take precedence over the logic used in the field-level validations: Covered G/L Category Non-Covered G/L Category Planned Completion Date

17.4 Common Elements Used in This Chapter

Act. Payable Rate (actual payable rate)

Enter the actual payable rate that is associated with a transaction.

Actual Finish Date

Enter the date that the work order or engineering change order is completed or canceled.

If the status of the work order is Complete, the system uses the current date as the default value.

Asset Number

Enter an identification code that represents an asset. Use one of these formats:

1. Asset number (a computer-assigned, eight-digit, numeric control number).

2. Unit number (a 12-character alphanumeric field).

3. Serial number (a 25-character alphanumeric field).

Every asset has an asset number. You can use unit number and serial number to further identify assets. If this is a data entry field, the first character that you enter indicates whether you are entering the primary (default) format that is defined for the system, or one of the other two formats. A special character (such as / or *) in the first position of this field indicates which asset number format you are using. You assign special characters to asset number formats in the fixed assets constants.

Depending on the equipment constants that you set up on the SWM System Constants Revisions form, the system displays an equipment number, unit number, or serial number description. Based on this number, the system supplies customer and equipment information from the equipment record.

Assigned To

Enter the address book number of the person who is assigned to do the work.

For Service Management, the Assigned To person represents the primary technician.

Bill Y/N

Enter a value to specify whether a general ledger account should be billed. Values are:

Y: Yes, the account should be billed.

N: No, it should not be billed.

1: It is eligible only for invoicing.

2: It is eligible only for revenue recognition.

4: It is eligible only for cost.

Note: Codes 1, 2, and 4 relate only to the JD Edwards EnterpriseOne Service Billing system.

Capacity UOM (capacity unit of measure)

Enter a unit of measure that you use to express the capacity of a production line.

Examples of units of measure include:

• Hours

• Number of stampings

• Coats of paint

This item is used for repetitive processing only.

Category 02

Enter a value from UDC 00/W2 (Work Order Category Code 2) that indicates the type or category of a work order.

Note: A processing option for some forms enables you to enter a default value for this field. The system enters the default value automatically in the appropriate fields on any work orders that you create on those forms and on the Project Setup form. You can either accept or override the default value.

Category 03

Enter a value from UDC 00/W3 (Work Order Category Code 3) that indicates the type or category of the work order.

Category 04

Enter a value from UDC 00/W4 (Work Order Category Code 4) that indicates the type or category of the work order.

Category 05

Enter a value from UDC 00/W5 (Work Order Category Code 5) that indicates the type or category of the work order.

Category 10

Enter a value from UDC 00/W0 (Work Order Category Code 10) that indicates the type or category of the work order.

Competency Level From

Enter the lowest value to be included in the rule criteria range for a competency level range selection.

Competency Level To

Enter the highest value to be included in the rule criteria range for a competency level range selection.

Country

Enter a value from UDC 00/CN (County Codes) that identifies a country.

The country code has no effect on currency conversion.

Address Book uses the country code for data selection and address formatting.

Coverage Group

Enter a UDC that specifies the coverage group.

The coverage group consists of unlimited cost codes and the percentage that is covered for each cost code.

Covered G/L Category

Enter a value from UDC 41/9 (G/L Posting Codes) that identifies the GL offset (general ledger offset) to use when the system is searching for the account to which it posts the covered portion (by warranty or contract) of the accounting transaction.

If you do not want to specify a GL offset, you can enter four asterisks in this field or you can leave it blank. If you leave it blank, the system uses the GL offset from Inventory.

Document Number

Enter a number that identifies the original document, such as a voucher, invoice, or journal entry.

On entry forms, you can assign the document number or let the system assign it using the Next Numbers program (P0002). Matching document numbers (DOCM) identify related documents in JD Edwards EnterpriseOne Accounts Receivable and JD Edwards EnterpriseOne Accounts Payable. Examples of original and matching documents are:

JD Edwards EnterpriseOne Accounts Payable:

• Original document - voucher

• Matching document - payment

JD Edwards EnterpriseOne Accounts Receivable:

• Original document - invoice

• Matching document - receipt

Note: In JD Edwards EnterpriseOne Accounts Receivable, these transactions simultaneously generate original and matching documents: deductions, unapplied receipts, charge backs, and drafts.

The system supplies service contract values if the system is set up to check entitlements and the contract is valid.

The system uses next numbers to assign a work order number unless you override the information.

Entitlement Check

Enter a value from UDC 17/ER (Entitlement Check) that indicates the results of an entitlement check. Values are:

0: Not entitled.

1: Transaction entitled.

2: Contract found, but no existing service type.

3: Contract found, but no day and date assigned.

4: Covered under default warranty.

Est. Billable Rate

Enter the estimated billable rate that is associated with a service.

Est. Hours

Enter the estimated hours that are budgeted for this work order.

Est. Labor

Enter the estimated labor cost of a work order.

Est. Material

Enter the estimated material cost of a work order.

Est. Other

Displays an estimated amount.

If you associate routings with a work order, the system retrieves default values for the Labor Hours and Labor Amount fields. If you associate a parts list with a work order, the system retrieves default values for the Material Amount field. When you add a routing list, a parts list, or both, the program updates the cost to the work order header.

Alternatively, to update the actual costs of a work order, you can run a batch program called Update W.O. Actual Amounts (R13800). This program summarizes transactions for labor and material, and updates the actual cost fields of the work order.

Est. Payable Rate

Enter the estimated payable rate that is associated with a transaction.

Estimated Downtime Hours

Enter the estimated duration of a work order. This defines how long the piece of equipment can be down and you can complete the work order, which is different from total estimated hours.

Estimated Hours

Enter the standard hours of labor that you expect to incur in the normal production of this item.

The run labor hours in the Routing Master table (F3003) are the total hours that are required for the specified crew size to complete the operation. The hours are multiplied by the crew size during shop floor release and product costing.

Estimated Payment Amount

Enter the estimated payment amount that is used in service billing.

Experience Level

Enter a value from UDC 00/W9 (PS Consulting Experience Lvl) that indicates the type or category of the work order.

Inspector

Enter the address book number of the inspector. For Service Management, the inspector represents the secondary technician.

Language

Enter a value from UDC 01/LP (Language) that specifies the language to use on forms and printed reports.

Before you specify a language, a code for that language must exist at either the system level or in user preferences.

Manager

Enter the address book number for the manager, or accept the default value. For JD Edwards EnterpriseOne Service Management, the manager represents the primary service provider.

Note: A processing option for some forms enables you to enter a default value for this field based on values for category codes 1 (Phase), 2, and 3. You set up the default values on the Default Managers and Supervisors form. After you set up the default values and the processing option, the default information appears automatically on any work orders that you create if the category code criteria is met. You can either accept or override the default value.

Depending on the Default Manager processing option on the Process tab, you can enter either a valid address book number for the Manager and the Supervisor fields, or you can select to use the default hierarchy for managers and supervisors.

Message No

Enter a generic rates and message code (48/SN) that is assigned to a standard note, message, or general narrative explanation.

You can use this code to add instructional information to a work order. You set up codes for this field on the Generic Message/Rate Types table (F00191).

Non-Covered G/L Category

Enter a value from UDC 41/9 (G/L Posting Code) that identifies the GL offset to use when the system is searching for the account to which it posts the noncovered portion of the accounting transaction.

If you do not want to specify a GL offset, you can enter four asterisks in this field or you can leave this field blank. If you leave it blank, the system uses the GL offset from Inventory.

The values for the Covered G/L Category and Non-Covered G/L Category fields come from the service package for the service contract, based on the type of service on the work order.

Op St (operation status)

Enter a value from UDC 31/OS (Operation Status) that identifies the current status of a work order or engineering change order as the operation steps in the routing are completed.

Originator

Enter the address book number of the person who originated the change request.

The system verifies this number against the Address Book.

Paid Date

Enter the date on which a service provider was paid for a service.

Parent W.O. No (parent work order number)

Enter a number that identifies the parent work order.

You can use this number to:

• Enter default values for new work orders, such as Type, Priority, Status, and Manager.

• Group work orders for project setup and reporting.

Pay Price Method

Enter a code to use to determine whether this type of service should be priced based on a flat rate or based on actual time and materials. Values are:

Blank: Blank is valid only when you are defining the method of pricing for a service provider. It is used to indicate that the service provider is an internal service provider and should not be paid.

F Flat Rate: Charges for labor are based on one flat rate. Charges for parts are already included in the flat rate.

T Time and Materials: Charges for labor are based on actual labor hours. Charges for parts are based on actual parts used.

Payable Adj Schedule

Enter a value from UDC 40/AS (Schedule Name) that identifies a price and adjustment schedule.

A price and adjustment schedule contains one or more adjustment types for which a customer or an item might be eligible. The system applies the adjustments in the sequence that you specify in the schedule. You link customers to a price and adjustment schedule through the customer billing instructions. When you enter a sales order, the system copies the schedule that is attached to the sold-to address into the order header. You can override this schedule at the detail line level.

Payable Y/N

Specify whether a general ledger account should be paid. Values are:

Y: The account should be paid.

N: The account should not be paid.

Payment Amount

Enter the amount of the payment in JD Edwards EnterpriseOne Accounts Payable.

Enter the amount of the receipt in JD Edwards EnterpriseOne Accounts Receivable. This amount must balance to the total amount that is applied to the invoice pay items.

Percent Complete

Enter a measurement that identifies the progress that is being made on an item such as an account, work order, and so on.

This is not always a calculated field and may need to be updated manually.

Percent of Overlap

Enter a number that indicates the percentage that successive operations can overlap.

The actual overlap percentage that you enter for the operation sequence is the percent by which that operation overlaps the prior operation. For example, if you enter 80 percent, the work can begin on the overlapped operation when 20 percent of the prior operation is completed.

Note: Overlapping has no effect on move and queue calculations. The percent that you enter must be less than or equal to 100 percent.

Enter percents as whole numbers, for example, 5 percent as 5.00

Percentage Covered

Enter the percentage that is covered under warranty or contract.

This is used to calculate the amount to bill or the amount to cost for the line item that is being processed on the service order or call.

Phase

Enter a value from UDC 00/W1 (Phase/System Codes) that indicates the current stage or phase of development for a work order. You can assign a work order to only one phase code at a time.

Note: Certain forms contain a processing option that enables you to enter a default value for this field. If you enter a default value on a form for which you have set this processing option, the system displays the value in the appropriate fields on any work orders that you create. The system also displays the value on the Project Setup form. You can either accept or override the default value.

Piecework Rate

Enter the rate to be paid for the type of component (piece) that is being produced.

Priority

Enter a value from UDC 00/PR (Work Order Priority) that indicates the relative priority of a work order or engineering change order in relation to other orders.

A processing option for some forms lets you enter a default value for this field. The value then appears automatically in the appropriate fields on any work order that you create on those forms and on the Project Setup form. You can either accept or override the default value.

Reference

Enter an alphanumeric value to use as a cross-reference or secondary reference number.

Typically, this is the customer number, supplier number, or job number.

Requested Finish Date

Enter the date that the work order or engineering change order is planned to be completed.

This date can be calculated based on contract coverage.

Planned Finish Date

Enter the date on which an item is scheduled to arrive or an action is scheduled for completion.

If the customer is entitled, the system calculates the commit date and time, based on the entitlement check process.

Planned Finish Time

Enter the time that the issue is scheduled to be finished.

Planned Start Date

Enter a start date.

The date is supplied by default from the system date or the date that you enter.

Planned Start Time

Enter the time that the issue is scheduled to be started.

Setup Crew

Enter the number of people who work in the specified work center or routing operation.

The system multiplies the Run Labor value in the Routing Master table (F3003) by crew size during costing to generate total labor amounts.

If the Prime Load Code is L or B, the system uses the total labor hours for backscheduling. If the Prime Load Code is C or M, the system uses the total machine hours for backscheduling without modification by crew size.

Skill Type

Enter a value from UDC 00/W8 (Country Code) that indicates the type or category of the work order.

Status Comment

Enter a brief description to explain the status of the work order.

W.O. Flash Message

Enter a value from UDC 00/WM (Work Order Flash Message) that indicates a change in the status of a work order.

The system indicates a changed work order with an asterisk in the appropriate report or inquiry form field. The system highlights the flash message in the Description field of the work order.

17.5 Creating Work Orders Using the Planning Workbench Program (P13700)

This section provides overviews of work orders and the planning workbench, lists prerequisites, and discusses how to:

• Enter work orders using the Planning Workbench.

• Set processing options for the Planning Workbench program (P13700).

• Set processing options for the CAM - Manage Equipment Work Orders program (P13714).

17.5.1 Understanding Work Orders

You create work orders to formally request and schedule corrective maintenance, such as emergency repairs, and to record and communicate information about all of the details pertaining to the maintenance task. You create a work order in these circumstances:

• You need to bill for the parts and labor that are required to fix a piece of equipment.

• You need to send a technician to the site to repair the problem.

• You use a service provider to resolve the problem and you need to create a voucher for payment.

You can create work orders for equipment that is covered by warranties. When you create a work order for a piece of equipment that is under warranty, a message appears to alert you that a warranty is in effect. You indicate that a piece of equipment is under warranty by creating preventive maintenance (PM) service types for the warranty.

Work orders contain basic information, such as the work order number, description, and business unit, to which the work order is charged. You can enter additional information, such as category codes, to further identify the work order. You can assign record types to work orders and then enter descriptive information into each record type to communicate important information about a task to others who are involved. For example, you might want to include special instructions and information about the parts and tools that are needed to complete the task.

In addition, you can copy parts from a standard parts list or assign nonstandard parts to a work order. You can also assign detailed labor routing instructions to a work order. For example, you can:

• Identify each work center that is needed to perform the maintenance tasks.

• Specify the sequence in which the tasks are performed.

• Indicate the estimated duration of each maintenance task.

You can delete any work order from the system unless it has any of these characteristics:

• It is used as a parent work order.

• It has any account ledger transactions associated with it.

• It has a parts list or a routing attached.

When you enter a work order, the system creates a record in the Work Order Master File table (F4801) and creates an extension table to store information that is pertinent to JD Edwards EnterpriseOne Service Management or JD Edwards EnterpriseOne CAM work orders in the Service Order Extension table (F4817).

17.5.2 Understanding the Planning Workbench

The Planning Workbench provides an interface that improves usability and navigation. You can add and revise work orders, as well as parts and labor, without having to access the programs separately using form menus. Instead, programs are available from tabs and detail links from the Work Order - Manage [work order description and number] form.

If the organization is using scripting, use the Script Runtime program (P90CF180) to guide you through a script that can help you find a solution to a work order that you are working on. A script is a predefined set of questions or statements that are joined together in a specific order and used to gather information from respondents.

For scripting, you can also use the JD Edwards EnterpriseOne Solution Advisor programs.

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

Also see "Setting Up and Managing Scripts" in the JD Edwards EnterpriseOne Applications Customer Relationship Management for Support Implementation Guide.

17.5.3 Prerequisites

Before entering work orders, complete these tasks:

• Create a branch plant.

• Set up work order activity rules.

17.5.4 Forms Used to Create Work Orders Using the Planning Workbench Program (P13700)

Form Name	FormID	Navigation	Usage
Search for Equipment Work Orders	W13700B	Work Order (G1316), Planning Workbench	Search for or add equipment work orders.
Add Work Order	W13714A	Click Add on the Search for Equipment Work Orders form to create a work order. After you add work order information and click OK, the system displays the Status Change form (W17714C) if a processing option is set appropriately.	Enter work orders using the Planning Workbench.
Work Order - Manage [work order description]	W13714B	Click Save and Continue on the Add Work Order form to continue with the work order and make additional changes or start to add the parts and labor. Click Save and Exit on the Add Work Order form to save the work order and return to the Search for Equipment Work Orders form. Select a work order and click Select on the Search for Equipment Work Orders form to view or revise work order information. Click Save and Add New on the Add Work Order form to save the work order and remain on the form to enter another work order.	Enter, view, or revise work orders. Select the Planning, Order Detail, Classification, Accounting, or Attachment tab to enter the relevant information.
Work Order - Related Links for [work order description]	W13714C	Select the Related Links detail link on the Work Order - Manage [work order description] form.	Maintain or view the work order information as enabled by these links: Work Order Customer Equipment
Work Order Parts - Manage [work order description]	W13730A	Select the Parts tab on the Work Order - Manage [work order description] form.	Review or revise parts detail for work orders.
Work Order Labor - Manage [work order description]	W13732A	Select the Labor tab on the Work Order - Manage [work order description] form.	Review or revise labor detail for work orders.
Work Order - Manage [work order description], Attempted Solutions	W1371401A	Select the Solution tab on the Work Order - Manage [work order description] form.	Review, revise, or assign solutions for work orders. Note: These solution items are applicable only if you are using Solution Advisor. Otherwise, access is not available.
Work Order - Manage [work order description], Frequently Used	W1371401B	Click the Frequently Used link on the Solution tab of the Work Order - Manage [work order description] form.	Find frequently used solutions for work orders and assign a solution to a work order if applicable.
Work Order - Manage [work order description], Search	W1371401C	Click the Search link on the Work Order - Manage [work order description] form.	Search for similar solutions for work orders.
Work Order - Manage [work order description], Create New	W1371401D	Click the Create New link on the Work Order - Manage [work order description] form.	Create new work order solutions and add them to the solution database.
Work Order - Manage [work order description], Status History	W90CD003B	Select the Status History tab on the Work Order - Manage [work order description] form.	View status history for work orders.
Work Order - Related Actions for [work order description]	W1371402A	Select the Related Actions tab on the Work Order - Manage [work order description] form.	Associate a script with a work order.

17.5.5 Entering Work Orders Using the Planning Workbench (P13700)

Access the Work Order - Manage [work order description] form.

Figure 17-4 Work Order- Manage [work order description] form (1 of 2)

Description of ''Figure 17-4 Work Order- Manage [work order description] form (1 of 2)''

Figure 17-5 Work Order- Manage [work order description] form (2 of 2)

Description of ''Figure 17-5 Work Order- Manage [work order description] form (2 of 2)''

17.5.6 Setting Processing Options for the Planning Workbench Program (P13700)

Use these processing options to set default values for the Planning Workbench program.

17.5.6.1 Defaults

1. From Status Code W.O.

Enter a value from UDC 00/SS (Work Order Status) that specifies the beginning status code for a range of work orders.

The system uses this default when searching for work orders.

2. Thru Status Code W.O.

Enter a value from UDC 00/SS (Work Order Status) that specifies the ending status code for a range of work orders.

The system uses this default when searching for work orders.

3. Type - W.O.

Enter a value from UDC 00/TY (Work Order/ECO Type) that specifies the classification of work orders or engineering change orders.

The system uses this default when searching for work orders.

4. Document Type

Enter a value from UDC 00/DT (Document Type) that specifies the document type.

The system uses this default when searching for work orders.

5. Job or Business Unit

Specify the business unit or job that the system uses to search for work orders.

6. Models

Specify whether the system displays model work orders. Values are:

Blank: Do not include models.

1: Include models.

7. Originator

Specify the originator of the work order that the system uses to search for work orders.

8. Customer

Specify the customer of the work order that the system uses to search for work orders.

9. Crew

Specify the crew of the work order that the system uses to search for work orders.

10. Supervisor

Specify the supervisor of the work order that the system uses to search for work orders.

11. Assigned To

Specify the assigned to personnel of the work order that the system uses to search for work orders.

17.5.6.2 Categories

1. Phase

Enter a value from UDC 00/W1 (Work Order Category Code 1) that specifies the current stage or phase of development for work orders that the system uses to search for work orders.

2. Category Code 02, through 20. Category Code 20

Enter a value from the appropriate UDC that specifies the type or category of work orders that the system uses to search for work orders.

17.5.6.3 Versions

1. Work Order (P13714) Version

Specify the version of the Equipment Work Order program (P13714) that the system uses. If you leave this processing option blank, the system uses ZJDE0001.

2. Equipment Work Order Print (R48425) Version

Specify the version of the Maintenance Work Order Report program (R48425) that the system uses to print work orders. If you leave this processing option blank, the system uses XJDE0001.

3. Completed PM (P12071) Version

Specify the version of the Preventive Maintenance Backlog program (P12071) that the system uses. If you leave this processing option blank, the system uses ZJDE0001.

4. Inventory Issues (P31113) Version

Specify the version of the Work Order Inventory Issues program (P31113) that the system uses. If you leave this processing option blank, the system uses ZJDE0002.

5. Open Purchase Order (P4310) Version

Specify the version of the Purchase Orders program (P4310) that the system uses. If you leave this processing option blank, the system uses ZJDE0011.

6. Time Entry By Employee (P051121) Version

Specify the version of Speed Time Entry (P051121) that the system uses. If you leave this processing option blank, the system uses ZJDE0001.

7. Work with Failure Analysis (P17766) Version

Specify the version of the Work with Failure Analysis program (P17766) that the system uses. If you leave this processing option blank, the system uses ZJDE0001.

8. Failure Analysis (P17767) Version

Specify the version of the Failure Analysis program (P17767) that the system uses. If you leave this processing option blank, the system uses ZJDE0001.

9. Supplier Recovery Generation (R1776) Version

Specify the version of the Create Supplier Recovery Claims program (R1776) to use to generate a supplier recovery claim from a work order. If you leave this processing option blank, the system uses XJDE0001.

10. Work with Equipment Work Orders (P13220) Version

Specify the version of the Work with Equipment Work Orders program (P13220) to use. If you leave this processing option blank, the system uses XJDE0001.

11. Work Order Cost (P48211) Version

Specify the version of the Work Order Cost program (P48211) to use when you review the cost of an order. If you leave this processing option blank, the system uses ZJDE0001.

12. Resource Assignment (P48331) Version

Specify the version that the system uses for the Resource Assignment program (P48331). If you leave this processing option blank, the system uses ZJDE0001.

13. Equipment Search/Select (P17012S) Version

Specify the version to use for the Equipment Search/Select program (P17012S). If you leave this processing option blank, the system uses ZJDE0001.

14. Work With Unscheduled Maintenance (P13UM) Version

Specify the version of the Work With Unscheduled Maintenance program (P13UM) to use when you review the cost of an order. If you leave this processing option blank, the system uses ZJDE0001.

15. Estimate to Actual Variance (P48218) Version

Specify the version of the Estimate To Actual Variance program (P48218) to use when you review the cost of an order. If you leave this processing option blank, the system uses ZJDE0001.

16. Work Order Mass Update (P48022) Version

Specify the version of the Work Order Mass Update program (P48022) to use when you work with mass updates for work orders. If you leave this processing option blank, the system uses ZJDE0001.

17.5.6.4 Process

1. Priority

Specify whether the system applies a contrasting color to the Priority field within the detail area. Values are:

Blank: Do not highlight and color code.

1: Highlight and color code.

Note: Colors for the Priority field are hard-coded by the special handling field in UDC 00/PR (Work Order Priority).

17.5.7 Setting Processing Options for the CAM - Manage Equipment Work Orders Program (P13714)

Use these processing options to supply the default values for the CAM - Manage Equipment Work Orders program.

17.5.7.1 Defaults

These processing options enable you to specify the default values that the system uses when you revise or enter work orders.

1. Work Order Document Type

Enter a value from UDC 00/DT (Document Type - All Documents) that the system uses when you enter a work order. This code also indicates the origin of the transaction.

2. Work Order Type

Enter a value from UDC 00/TY (Work Order/ECO Type) that the system uses when you enter a work order.

The order type indicates the type classification of a work order or engineering change order. You can use work order type as a selection criterion for work order approvals.

3. Work Order Priority

Enter a value from UDC 00/PR (Work Order Priority) that specifies the default work-order priority that the system uses when you enter a work order.

This code indicates the priority of a work order or engineering change order in relation to other orders.

4. Customer

Specify an address book number of employees, applicants, participants, customers, suppliers, tenants, and any other address book members that the system uses as a default.

An address book number is a number that identifies an entry in JD Edwards EnterpriseOne Foundation - Address Book.

5. Crew

Specify the address book number of the crew that the system uses as a default when you enter a work order.

6. Supervisor

Specify the address book number of the supervisor that the system uses as a default when you enter a work order.

7. Assigned To

Specify the address book number of a person that the system assigns to do the work when you enter a work order.

8. Inspector

Specify the address book number of an inspector that the system uses as a default when you enter a work order.

9. Type Bill of Material

Enter a value from UDC 40/TB (Bill Type) that the system uses as a default.

The system reads the bill-of-material-type code on the work order header; this specifies which bill of material to use to create the work order parts list.

10. Type of Routing

Enter a value from UDC 40/TR (Routing Type) that the system uses as a default.

The system reads the routing type code on the work order header; this specifies which routing to use to create the work order labor instructions.

11. Failure Description

Specify the information type that the system retrieves for the failure description when you enter a work order. Values are:

Blank: Do not enter a failure description.

1: Use the default service type description.

2: Use the entitlement description.

3: Use the default work order description.

12. Supplier Recovery

Specify whether the system displays the supplier recovery fields. Values are:

Blank: Do not display the supplier recovery fields.

1: Display the supplier recovery fields.

13. Supplier Recovery Vendor

Specify which supplier or vendor the system uses when it creates a supplier recovery claim from a work order or a warranty claim.

14. Default Date and Time for Status

Specify whether the system displays the Actual Finish Date and Time or the system date and time. Values are:

• Blank: The system displays the Actual Finish Date and Time. If there are no values in the Actual Finish Date and Time fields on the work order, the system displays the current system date and time on the Status Change form.

• 1: The system displays the current system date and time.

17.5.7.2 Edits

These processing options define what information is required when you enter a work order. When you activate these processing options, the system verifies that you have entered the appropriate information in the corresponding fields before it creates a work order. If you have activated any of these processing options and you do not have a value in a corresponding field, the system generates a hard error message and does not enable you to enter a work order.

1. Required Equipment Number

Specify whether you are required to enter an equipment number when you create a work order. Values are:

Blank: Do not require an equipment number.

1: Require the equipment number. If you do not enter an equipment number, the system generates an error message and stops processing until the error is corrected.

2. Require Customer Number

Specify whether to require a customer address number when you enter a work order. Values are:

Blank: Do not require a customer address number.

1: Require a customer address number.

3. Warn if Business Unit does not match BU associated with the Equipment Number

Specify whether the system issues a warning if the responsible business unit does not match the business unit that is associated with the equipment number. Values are:

Blank: Do not issue a warning.

1: Issue a warning.

4. Start Date Default

Specify whether to use the current date as the default if you leave the Start Date field blank. Values are:

Blank: Do not use the current date as the default.

1: Use the current date as the default.

5. Date Edits

Specify whether the system verifies dates when you enter or change a work order. Values are:

Blank: Do not verify dates.

1: Verify dates. If the system detects date errors, it generates a warning, but does not stop processing.

2: Verify dates. If the system detects date errors, it generates an error and stops processing until the error is corrected.

6. Required Caller Number

Specify whether the system requires you to enter the address book number for a caller when you are entering an order. Values are:

Blank: Caller number is not required.

1: Caller number is required.

7. Required Phone Number

Specify whether to require an area code and phone number when you create a work order. Values are:

Blank: Do not require an area code and phone number.

1: Require an area code and phone number.

8. Edit Case Number

Specify whether the system verifies that the request number on the work order exists in the Case table (F1755). Values are:

Blank: Do not verify the request number on the work order.

1: Verify the request number on the work order.

17.5.7.3 Process

These processing options define the processing that the system performs for this version of CAM - Manage Work Order (P13714). You can select whether the system retrieves default information that is based on the information that you enter for a work order. You can perform additional processing, such as creating parts lists and routings, entitlement checking, and approval processing.

1. Default Crew

Specify the default values for manager and supervisor addresses on the work order. Values are:

Blank: The system does not supply default values for the manager and supervisor addresses.

1: The system uses default values for the manager and supervisor addresses based on this hierarchy:

Specify the default values for manager and supervisor addresses on the work order. Values are:

First: The system uses the values for the manager and supervisor from processing options.

Second: The system uses the manager value from the JD Edwards EnterpriseOne Service and Warranty Management (SWM) Address Book extension record for the customer.

Third: The system uses the manager value from the equipment record.

Fourth: The system uses the values for the manager and supervisor from the Work Order Default Coding File table (F48001), based on category codes 1, 2, and 3 from the work order.

Note: The system uses the Assigned To address value from processing options first and information from the equipment record second.

2. Recalculate Dates

Specify whether the system automatically recalculates the start date (STRT) and the request date (DRQJ) for the labor detail, and the request date (DRQJ) for the parts detail. Values are:

Blank: Do not recalculate dates automatically.

1: Automatically recalculate the start and requested dates for the parts and labor detail.

3. Work Order Approval Type

Enter a value from UDC 48/AP (Approval Type) that specifies the approval type that the system uses for the work-order approval process.

The approval type indicates the type of approval path that a work order follows.

4. Work Order Cross Reference

Specify the work order cross-reference, which the system uses to determine the default parent equipment number. Values are:

Blank: The immediate parent of the equipment

1: The top level parent

2: The value from the parent work order

5. Entitlement Checking

Specify whether the system performs entitlement checking and the preferred method. Values are:

Blank: Bypass entitlement checking.

1: Check entitlements using the Entitlement Dates table (F1791).

2: Check entitlements without using the Entitlement Dates table.

6. Failure Analysis

Specify whether the system requires you to perform failure analysis when you enter a work order. Values are:

Blank: Do not perform failure analysis.

1: Perform failure analysis.

7. Display Entitlement Inquiry

Specify whether the system displays the Entitlement Inquiry form following an entitlement check. Values are:

Blank: Do not display the Entitlement Inquiry form.

1: Display the Entitlement Inquiry form.

8. Create Labor Detail

Specify whether the system creates labor detail when you create a work order. Values are:

Blank: Do not create labor detail.

1: Create labor detail.

9. Create Parts Detail

Specify whether the system automatically creates a parts list when you add a work order. Values are:

Blank: Do not automatically create a parts list.

1: Automatically create a parts list.

10. Display Who's Who Search

Specify whether the system displays the Who's Who Search & Select form when you move past the customer number field and the Caller Name field is blank. Values are:

Blank: Do not display the Who's Who Search & Select form.

1: Display the Who's Who Search & Select form.

11. Work Order Status Window

Specify whether the system automatically displays the work order status window when you add a work order. Values are:

Blank: Do not automatically display the work order status window.

1: Automatically display the work order status window.

12. E-mail Crew

Specify whether the system sends an email message to the crew when you create a work order. Values are:

Blank: Do not send a message.

1: Send a message.

13. Create Individual Resource Assignments

Automatically create individual resource assignments using address book number in the Assigned To (ANP) field on the form. The system validates the address book number against the Resource Master table (F48310). Values are:

Blank: Do not create assignments.

1: Create assignments.

14. Hide Order Detail Tab

Specify whether to hide the Order Detail tab on the Work Order Revisions form. Values are:

Blank: Do not hide the Order Detail tab.

1: Hide the Order Detail tab.

15. Hide Classification Tab

Specify whether to hide the Classification tab on the Work Order Revisions form. Values are:

Blank: Do not hide the Classification tab.

1: Hide the Classification tab.

16. Hide Accounting Tab

Specify whether to hide the Accounting tab on the Work Order Revisions form. Values are:

Blank: Do not hide the Accounting tab.

1: Hide the Accounting tab.

17. Hide Attachment Tab

Specify whether to hide the Attachment tab on the Work Order Revisions form. Values are:

Blank: Do not hide the Attachment tab.

1: Hide the Attachment tab.

18. Implicit Save

Specify where to use the Implicit Save option. When you change values on the equipment work order, parts, or labor forms, and you leave the form without saving, this option specifies whether the system prompts you to save the changes or whether the system implicitly saves the changes prior to closing the form. Values are:

Blank: Prompt for save.

1: Implicit save.

19. Status Window on Update

Specify whether the system displays the Status Change form when you update a work order. Values are:

• Blank: The system displays the Status Change form each time a work order is updated.

• 1: The system hides the Status Change form when a work order is updated.

  If the Status Window on Update processing option is set to hide the Status Change form, and you update the work order status, the system writes a history record to the F1307 table with the date and time specified in the Default Date and Time for Status processing option on the Defaults tab.

17.5.7.4 Equipment Master

These processing options define whether the system updates information in a corresponding equipment record to match the information in a work order.

1. Customer Number Update

Specify how the system updates the Equipment Master when you change the customer number for an equipment record on a call, a contract, or a work order. Values are:

Blank: Do not update the Equipment Master.

1: Display a prompt to update the Equipment Master.

2: Automatically update the Equipment Master.

2. Site Number Update

Specify how the system updates the Equipment Master when you change the site number for an equipment record on a call, a contract, or a work order. Values are:

Blank: Do not update the Equipment Master.

1: Display a prompt to update the Equipment Master.

2: Automatically update the Equipment Master.

17.5.7.5 Versions

These processing options specify the versions of other programs that the system uses when you require additional information about the work orders. You can access these programs from Form and Row menu selections on the Work Order Revisions form.

1. Work Order Parts (P13730) Version

Specify the version of the Work Order Parts Detail program (P13730). If you leave this processing option blank, the system uses ZJDE0001.

2. Work Order Labor (P13732) Version

Specify the version of the Work Order Labor Detail program (P13732). If you leave this processing option blank, the system uses ZJDE0001.

3. Equipment Work Order Report (R48425) Version

Specify which version of the Maintenance Work Order Report (R48425) the system uses to print maintenance work orders. If you leave this processing option blank, the system uses XJDE0001.

4. Work Order Status History (P90CD003) Version

Specify the version of the Status History program (P90CD003) that the system uses when you inquire on the status history of a work order. If you leave this processing option blank, the system uses ZJDE0001.

5. Product Repair History (P17715) Version

Specify the version of the Work with Work Order History program (P17715) that the system uses for product repair history. If you leave this processing option blank, the system uses ZJDE0001.

6. Customer Repair History (P17715) Version

Specify the version of the Work with Work Order History program (P17715) that the system uses for customer repair history. If you leave this processing option blank, the system uses ZJDE0002.

7. Equipment Repair History (P17715) Version

Specify the version of Service Order History program (P17715) that the system uses for equipment repair history. If you leave this processing option blank, the system uses ZJDE0003.

8. Work With Contracts (P1720) Version

Specify the version to use for Work With Contracts (P1720). If you leave this processing option blank, the system uses ZJDE0001.

9. Work With Labor Master (P3003) Version

Specify the version of the Work With Routing Master program (P3003). If you leave this processing option blank, the system uses ZJDE0001.

103. Bill of Material Revisions (P3002) Version

Specify the version to use for Bill of Material Revisions (P3002). If you leave this processing option blank, the system uses ZJDE0001.

11. CRP/RCCP Regeneration (R3382) Version

Specify the version of the CRP Regeneration program (R3382) to use. If you leave this processing option blank, the system uses ZJDE0001.

12. Manager Address Book (P01012) Version

Specify which version the system uses for the Address Book program (P01012) for managers. If you leave this processing option blank, the system uses ZJDE0001.

13. Failure Analysis (P17767) Version

Specify which version the system uses for the Failure Analysis program (P17767). If you leave this processing option blank, the system uses ZJDE0001.

14. Work with Failure Analysis (P17766) Version

Specify the version of Work with Failure Analysis (P17766) to use. If you leave this processing option blank, the system uses ZJDE0001.

15. Failure Analysis Tree Search and Select (P17763S)

Specify which version of the Failure Analysis Tree Search and Select program (P17763S) the system uses. If you leave this processing option blank, the system uses ZJDE0001.

16. Failure Analysis Search and Select (P17768) Version

Specify which version of the Failure Analysis Search and Select program (P17768) the system uses. If you leave this processing option blank, the system uses ZJDE0001.

17. Equipment Master Revisions (P1702) Version

Specify the version to use for Equipment Master Revisions (P1702). If you leave this processing option blank, the system uses ZJDE0001.

18. Equipment PM Schedule (P1207) Version

Specify the version to use for Equipment PM Schedule (P1207). If you leave this processing option blank, the system uses ZJDE0001.

19. Equipment Status History (P1307) Version

Specify the version to use for the Status History program (P1307). If you leave this processing option blank, the system uses ZJDE0001.

20. Quick Customer/Contact Add (P01015) Version

Specify the version to use for Quick Customer/Contact Add (P01015). If you leave this processing option blank, the system uses ZJDE0001.

21. Customer Address Book (P01012) Version

Specify the version to use for Customer Address Book (P01012). If you leave this processing option blank, the system uses ZJDE0001.

22. Equipment Search/Select (P17012S) Version

Specify the version of the Equipment Search/Select program (P17012S). If you leave this processing option blank, the system uses ZJDE0001.

23. Work With Work Order History (P17715) Version

Specify the version of the Work With Work Order History program (P17715) to run. If you leave this processing option blank, the system uses ZJDE0001.

24. Work Order Quote (17717) Version

Specify the version of the Work Order Quote program (17717) to run. If you leave this processing option blank, the system uses ZJDE0001.

25. Resource Assignment Workbench (P48331) version

Specify the version for the Resource Assignment program (P48331) to run. If you leave this processing option blank, the system uses ZJDE0001.

26. Component Change-out (P17STAT) version

Specify the version of the Component Change-out program (P17STAT) to run. If you leave this processing option blank, the system uses ZJDE0001.

27. Status Change (P17714) Version

Specify the version of the Status Change program (P17714) to run. If you leave this processing option blank, the system uses ZJDE0001.

28. Case Update (P90CG501) Version

Specify the version of the Case Update program (P90CG501) to run. If you leave this processing option blank, the system uses ZJDE0001.

17.5.7.6 Category Codes

These processing options specify the values for category codes in the CAM - Manage Work Orders form. An additional 10 category codes are available for P13714.

Enter default category code values for:

1. Category Code 1, through 20. Category Code 20

Enter a value from the appropriate UDC table that the system uses as a default. This category code indicates the type or category of a work order.

See Also: "Entering Basic Work Order Information" in the JD Edwards EnterpriseOne Applications Work Orders Implementation Guide.

17.6 Assigning Parts to a Work Order

This section provides an overview of parts assignment, lists prerequisites, and discusses how to:

• Assign parts from a standard parts list.

• Set processing options for the CAM - Manage Work Order Parts program (P13730).

• Set processing options for the Work Order Parts Detail program (P17730).

17.6.1 Understanding Parts Assignment

You can assign parts to a work order to satisfy parts requirements for maintenance tasks. Depending on how you set up the system, you can indicate how and when the system commits inventory to satisfy the parts requirements for a work order.

You can assign parts from a standard parts list that you enter when you create the work order. In addition, you can assign inventory parts that do not appear on a standard parts list, such as when you are creating a work order for an unanticipated emergency repair by using the Equipment Parts List program (P13017). You can also assign parts for which you do not maintain an inventory master, such as special order parts that you rarely need. All parts inventory information that is applicable to a work order appears on Work Order Parts List form.

You can assign parts to a work order from a standard parts list. This is especially useful when you create work orders for routine maintenance tasks that require identical parts.

You can also assign parts to a work order from the Equipment Parts List program. This is useful when you are carrying out a corrective repair and a standard parts list is not available for the particular job.

Note: You can access the processing options for CAM - Manage Work Order Parts Program and Work Order Parts Detail by entering P13730 and P17730 in the Interactive Versions application.

17.6.2 Prerequisites

Verify that you have purchased and installed these systems. You must have installed these systems to be able to use Work Order Parts List form:

• System 30: JD Edwards EnterpriseOne Product Data Management.

• System 31: JD Edwards EnterpriseOne Shop Floor Management.

• System 40: JD Edwards EnterpriseOne Inventory Base and Order Processing.

• System 41: JD Edwards EnterpriseOne Inventory Management.

• System 43: JD Edwards EnterpriseOne Procurement.

Verify that standard parts lists are set up.

Verify that these fields on the Work Order Details form are complete before assigning parts from a standard parts list:

• Standard Parts or Instructions

• Start Date

17.6.3 Forms Used to Assign Parts to a Work Order

Form Name	FormID	Navigation	Usage
Search For Equipment Work Orders	W13700B	Work Order (G1316), Planning Workbench	Search for or add equipment work orders.
Work Order Parts - Manage [work order description]	W13730A	Select the Parts tab on the Work Order - Manage [work order description] form.	Review or revise parts detail for work orders. Assign parts from a standard parts list. Accept the values or enter different values for parts lists.
Copy Screen	W17730D	Click the Copy BOM link on the Work Order Parts - Manage [work order description] form.	Copy Bill of Material information.
Work With Work Orders	W48201F	Work Order (G1316), Work Order Entry	Locate work orders.
Work Order Parts List Revisions	W17730A	Select a record on the Work With Work Orders form, and then select Parts Detail from the Row menu.	Assign parts from a standard parts list. Accept the values or enter different values for parts lists.
Copy Screen	W17730D	Select Copy BOM from the Form menu on the Work Order Parts List Revisions form.	Copy Bill of Material information.

17.6.4 Assigning Parts from a Standard Parts List

Access the Work Order Parts - Manage [work order description] form.

Figure 17-6 Work Order Parts - Manage [work order description] form

Description of ''Figure 17-6 Work Order Parts - Manage [work order description] form''

17.6.5 Setting Processing Options for the CAM - Manage Work Order Parts Program (P13730)

Use these processing options to supply the default values for the CAM - Manage Work Order Parts program.

17.6.5.1 Display

This processing option specifies whether to display certain fields.

1. Supplier Recovery

Specify whether to hide the fields that are related to supplier recovery information. Values are:

Blank: Hide the Supplier Recovery fields.

1: Do not hide the Supplier Recovery fields.

17.6.5.2 Process

These processing options specify the default values for processing work-order parts detail.

1. Labor Details

Specify whether the system creates labor detail records when you create parts detail lines for a work order. Values are:

Blank: Do not create labor detail records.

1: Create labor detail records.

2. Substitute Processing Method

Specify the substitute processing method that the system uses when attaching parts detail information to a work order. Values are:

Blank: Do not use substitutes for shortages.

1: Use substitutes for shortages.

2: Display the Substitute Availability form when the substitute quantity can cover the shortage.

3. Commitment Processing

Specify whether the system generates component commitments when the parts detail is attached to the work order.

This feature is based on the commitment control settings that are stored in the Job Shop Manufacturing Constants table (F3009). Values are:

Blank: Use the commitment control settings in the Job Shop Manufacturing Constants table.

1: Do not use commitment processing.

4. Component's generic text

Specify whether to copy the text attachment for a component line item to the work order parts detail. Values are:

Blank: Do not copy the text attachment.

1: Copy the text attachment.

5. Prior Revision Levels

Specify whether to enable the attachment of prior revision levels. Values are:

Blank: Do not enable the attachment of prior revision levels.

1: Enable the attachment of prior revision levels.

6. Inventory search form exit (P40ITM2)

Specify which form the system accesses when you select the Form menu to search for inventory. Values are:

Blank: Item Search by Branch

1: Item Search by Supplier / Item

7. Material status code to:

Enter a value from UDC 31/MS (Material Status) that specifies the status code that the system uses to update the material status of components on the work-order parts detail.

17.6.5.3 Warehousing

These processing options specify the default values to use with the warehousing options for parts.

1. Request processing mode:

Specify whether the system generates a warehouse pick request for the items on the parts detail. Values are:

Blank: Do not generate a pick request.

1: Generate a pick request only.

2: Generate a pick request and process it using the subsystem.

Note: To use this processing option, you must complete all warehouse setup and ensure that warehouse control is activated in the Branch/Plant Constants program (P41001).

2. Version for Location Selection Driver (R46171)

If processing pick requests through the subsystem, enter the version of Location Selection to use.

Blank: XJDE0007

3. Default staging location

Specify the location that the parts that are picked from the warehouse are staged prior to use within manufacturing.

4. Default Staging Location for Availability

Specify the default location, if the part is available a request will not be generated.

This option applies only to parts without work center locations. Values are:

Blank: Do not verify part availability in the default staging location.

1: Verify part availability in the default staging location.

17.6.5.4 Versions

These processing options specify the programs to launch from the Work Order Parts Detail program.

1. Work Order Labor Details - P13732

Specify the version to use of the Work Order Labor Details program. If you leave this processing option blank, the system uses ZJDE0001.

2. Work Order Inventory Issues - P31113

Specify the version to use of the Work Order Inventory Issues program. If you leave this processing option blank, the system uses ZJDE0001.

17.6.5.5 EM Edits

Equipment Maintenance processing options specify default values for purchase order options.

1. Purchase Order Creation

Specify whether the system enables you to create a purchase order from the Work Order Parts Detail program (P13730). Values are:

Blank: Do not enable creation of purchase orders.

1: Enable creation of purchase orders.

2. Purchase Order Message Consolidation by Vendor

Specify, when creating purchase orders, whether the system creates an order for each detail line or consolidates the detail lines by vendor onto an order. Values are:

Blank: Do not consolidate all detail lines.

1: Consolidate all detail lines.

3. Line Type for Non-Catalogued Items

Specify the line type that the system uses when copying noncataloged parts from the Intelligent Graphic Solution (IGS) program to the work order parts detail.

Enter a line type code from the Line Type Constants program (P40205).

Blank: The system uses the line type that is defined within IGS.

17.6.5.6 EM Versions

Equipment Maintenance Versions processing options specify the versions of programs to launch from the Work Order Parts Detail program (P17730).

1. Supplier Master - P04012 (Not applicable in this release)

Specify the version of the Supplier Master program (P04012).

Blank: ZJDE0001

2. Open Order Inquiry - P4310

Specify the version for the Purchase Order Inquiry program (P430301).

Blank: ZJDE0006

3. Supply and Demand Inquiry - P4021

Specify the version for the Supply and Demand Inquiry program (P4021).

Blank: ZJDE0003

4. Item Availability by Time - P3413

Specify the version of the MPS Time Series program (P3413).

Blank: ZJDE0002

5. Purchase Order Entry - P4310

Specify the version of the Purchase Orders program (P4310).

Blank: ZJDE0001

6. Equipment Parts List Search and Select - P13017S

Specify the version of the Equipment Parts List Search and Select Inquiry program (P13017S) that you access from the Work Order Parts Detail form.

Blank: ZJDE0001

7. Work Order Pick List - R13415

Specify the version of the Work Order Pick List program (R13415) that you access from the Work Order Parts Detail form.

Blank: XJDE0001

17.6.5.7 Export

These processing options specify the default values for export and change transactions.

1. Transaction Type for the export transaction

Enter a value from UDC 00/TT (Transaction Type) that specifies the transaction type that the system uses for export processing or for supply chain scheduling and planning.

Blank: Do not use export processing.

2. Before Image Processing (Future)

Specify whether the before image of the record is to be written for change transactions. Values are:

Blank: Do not write before image for change transactions.

1: Write before image for change transactions.

17.6.5.8 IGS

This processing option specifies the mode to use when calling the IGS product.

1. Enter value for the IGS Mode when calling the IGS URL.

Specify the mode to use when calling the IGS product. Values are:

Blank: assy (assembly)

toplevel

item

asset

bom

17.6.6 Setting Processing Options for the Work Order Parts Detail Program (P17730)

Use these processing options to supply the default values for the Work Order Parts Detail program. Most of the processing options are the same as those for P13730; only the differences are discussed here.

See Setting Processing Options for the CAM - Manage Work Order Parts Program (P13730).

17.6.6.1 Display

1. Billable Amounts Fields

Specify whether to hide the fields that are related to billable amounts information. Values are:

Blank: Hide the billable amounts fields.

1: Display the billable amounts fields.

2. Payable Amounts Fields

Specify whether to hide the fields that are related to payable amounts information. Values are:

Blank: Hide the payable amounts fields.

1: Display the payable amounts fields.

17.6.6.2 Process

5. Component Inclusion when performing a Copy

Specify whether the system includes all components when you copy orders.

Blank: Include all components.

1: Include only selected components.

17.6.6.3 Versions

This processing option specifies the programs to launch from the Work Order Parts Detail program.

1. Work Order Labor Details - P17732

Specify the version to use of the Work Order Labor Details program.

Blank: ZJDE0001

17.7 Selecting Parts from Inventory

This section provides an overview of parts selection from inventory, lists a prerequisite, and discusses how to:

• Select parts from inventory.

• Revise the location for a part.

• Select a substitute part.

17.7.1 Understanding Parts Selection from Inventory

You can assign parts that do not appear on a standard parts list, such as when you are creating a work order for an unanticipated emergency repair. If you need a part that is not currently available at the location, you can search for other locations that stock the part and use them to supply parts to the work-order parts list.

When a part is unavailable, you can specify a substitute part. In addition, you can add explanatory text to any part that you include on a work-order parts list.

You can also use Work Order Parts List Revisions to assign parts to a work order for which you do not maintain an inventory master. This is especially useful to add parts for which you rarely have a need for a work order, such as special order parts.

17.7.2 Prerequisite

Set up substitute parts through the Inventory Cross Reference program.

See "Setting Up Item Cross-References" in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide.

17.7.3 Forms Used to Select Parts from Inventory

Form Name	FormID	Navigation	Usage
Search For Equipment Work Orders	W13700B	Work Order (G1316), Planning Workbench	Search for or add equipment work orders.
Work Order Parts - Manage [work order description]	W13730A	Select the Parts tab on the Work Order - Manage [work order description] form.	Select parts from inventory. To update the material status on the Work Order Parts List, select Update Parts Status from More Row Actions. The status is defined in the processing options for Work Order Parts Detail (P13730). You can use the status change along with the R13415 processing options (Material Status From, and Material Status Thru) to selectively print certain lines on the parts list.
Work With Work Order Location Search	W3130A	Select the record for a part for which you want to revise the location on the Work Order Parts - Manage [work order description] form, and then select Location Search from More Row Actions.	Revise the location for a part.
Component Item Substitutions	W31042A	Select the record for a part for which you want to substitute on the Work Order Parts - Manage [work order description] form, and then select Item Substitutes from More Row Actions.	Select a substitute part.
Work With Work Orders	W48201F	Work Order (G1316), Work Order Entry	Locate work orders.
Work Order Parts List Revisions	W17730A	Select the record on the Work With Work Orders form, and then select Parts Detail from the Row menu.	Select parts from inventory. To update the material status on the Work Order Parts List, select Update Parts Status from the Row menu. The status is defined in the processing options for Work Order Parts Detail (P17730).

17.7.4 Selecting Parts from Inventory

Access the Work Order Parts - Manage [work order description] form.

17.7.4.1 Delivery

Select the Order Delivery Information tab.

You can add delivery information on the work order parts header or against detail lines on the parts list. Also, you can print delivery information on the Work Order Parts List (R13415).

Location Category Code 1

Enter a code that identifies a location category code.

Deliver To

Enter the address number of the person who receives the goods that are ordered.

The delivered to address might differ from the ship to address when ordered goods are processed through a distribution center (which is the delivered to address) before reaching their final destination (the ship to address).

Delivery Date

Enter the date that the customer took delivery of the product.

It is the effective date that is used for determining freight charges.

Delivery Time

Enter the amount of time that has elapsed between the date and time that you enter the case and the date and time that you assign the case.

Delivery Instructions Extended

Enter any delivery instruction text.

The system prints extended delivery instructions on the Material Pick List.

17.7.5 Revising the Location for a Part

Access the Work With Work Order Location Search form.

Figure 17-7 Work With Work Order Location Search form

Description of ''Figure 17-7 Work With Work Order Location Search form''

To revise the location for a part:

1. Select an alternate location for the part and click Select.

2. On Work Order Parts List Revisions, click OK to accept the change.

The system replaces the original location information with the new information.

Note: You can specify multiple locations for a part. On Work Order Parts List, select Multi-Location. A window opens, indicating all of the locations that stock the part. Select the locations that you want to add. The system adds the new locations to the parts list and updates the on-hand quantity.

17.7.6 Selecting a Substitute Part

Access the Component Item Substitutions form.

Figure 17-8 Component Item Substitutions form

Description of ''Figure 17-8 Component Item Substitutions form''

17.8 Assigning Labor to a Work Order

This section provides an overview of labor assignment, lists prerequisites, and discusses how to:

• Copy labor details from standard instructions.

• Assign labor details manually.

• Set processing options for the CAM - Manage Work Order Labor program (P13732).

• Set processing options for the Work Order Labor Detail program (P17732).

17.8.1 Understanding Labor Assignment

When you know in advance the labor requirements for a particular task, you can set up standard labor instructions (labor details) for the task. You can copy from these instructions when you need to assign labor details for similar tasks.

After you have created a work order, you can manually assign labor details for any task for which you have not set up standard instructions.

You can specify which work center is responsible for each task on a work order. You can specify the sequence of operations for each task, as well as the labor rates and the number of hours that is necessary to complete each task.

You can delete any work order from the system unless it has any of these characteristics:

• It is used as a parent work order.

• It has any account ledger transactions associated with it.

• It has a parts list or labor detail attached.

Note: You can access the processing options for the CAM - Manage Work Order Labor and Work Order Labor Detail programs by entering P13732 and P17732 in the Interactive Versions application.

17.8.2 Prerequisites

To use labor detail for work orders, verify that you have purchased and installed these required systems:

• System 30: JD Edwards EnterpriseOne Product Data Management.

• System 31: JD Edwards EnterpriseOne Shop Floor Management.

• System 40: JD Edwards EnterpriseOne Inventory Base and Order Processing.

• System 41: JD Edwards EnterpriseOne Inventory Management.

• System 43: JD Edwards EnterpriseOne Procurement.

17.8.3 Forms Used to Assign Labor to a Work Order

Form Name	FormID	Navigation	Usage
Search For Equipment Work Orders	W13700B	Work Order (G1316), Planning Workbench	Search for or add equipment work orders.
Work Order Labor - Manage [work order description]	W13732A	Select the Labor tab on the Work Order - Manage [work order description] form.	Review or revise labor detail for work orders. Assign labor details from standard instructions. Accept the values or enter different values for labor details.
Copy by Item	W17732A	Click the Copy by Item link on the Work Order Labor - Manage [work order description] form. On Copy by Item, you can accept the values or enter different values. The system completes the Work Order Labor Details form with values from the standard instructions.	Copy labor detail information from standard instructions.
Work With Work Orders	W48201F	Work Order (G1316), Work Order Entry	Locate work orders.
Work Order Labor Details	W17732D	Locate a record on the Work With Work Orders form, and select Labor Detail from the Row menu.	Assign labor details.

17.8.4 Copying Labor Details from Standard Instructions

Access the Copy by Item form.

Figure 17-9 Copy by Item form

Description of ''Figure 17-9 Copy by Item form''

Click OK to copy the standard instructions for the displayed item and branch/plant to the work-order labor details.

You can accept the values on the Copy by Item form or enter different values. The system completes the Work Order Labor Details form with values from the standard instructions.

On Work Order Labor Details, make any additional changes and click Save Changes.

17.8.5 Assigning Labor Details Manually

Access the Work Order Labor Details form.

Select the applicable instructions to attach to the work order, and click Save Changes.

17.8.6 Setting Processing Options for the CAM - Manage Work Order Labor Program (P13732)

Use these processing options to supply the default values for the CAM - Manage Work Order Parts program.

17.8.6.1 Process

1. Parts Detail

Specify whether the system creates parts detail records when you create labor detail lines for a work order. Values are:

Blank: Do not create parts detail records.

1: Create parts detail records. The system stores the parts detail information in the Work Order Parts List table (F3111).

2. Operation's Generic Text

Specify whether the system copies the generic text of an operation and attaches it to a work-order labor detail record. Values are:

Blank: Do not copy the generic text.

1: Copy and attach the generic text.

3. Queue and Move Hours

Specify whether the system enters the queue and move hours from the work center into the Work Order Labor Detail program (P13732) when the queue and move hours are blank in the Work With Routing Master program (P3003). Values are:

Blank: Do not enter the queue and move hours from the work center.

1: Enter the queue and move hours from the work center only when those fields are blank in the Routing Master program.

2: Enter the queue and move hours from the work center only when you manually add a routing step or instruction in the detail area for work orders.

4. Address Search Type for employees

Enter a value from UDC 01/ST (Search Type) that the system uses to search for an employee.

Blank: E

17.8.6.2 Display

1. Supplier Recovery

Specify whether to hide the fields that are related to supplier recovery information. Values are:

Blank: Hide the fields.

1: Display the fields.

17.8.6.3 Defaults

This processing option specifies the time basis code.

1. Time Basis Code

Enter a value from UDC 30/TB (Time Basis Code) that the system uses as the default value.

Blank: U

17.8.6.4 Export

This processing option specifies the export transaction type.

1. Transaction Type

Enter a value from UDC 00/TT (Transaction Type) that specifies a transaction type for a work order to use for export processing or for supply chain scheduling and planning.

Blank: Do not use export processing.

17.8.6.5 Versions

These processing options specify the versions of programs to launch from the Work Order Labor Details form.

1. Capacity Load program (P3313)

Specify the version of the Capacity Load program (P3313).

The system uses this program to identify the capacity load in a work center for a specific operation in the work order routing.

Blank: ZJDE0003

2. Equipment Master Workbench (P1701)

Specify the version of the Work with Equipment Master program (P1701).

Blank: ZJDE0001

17.8.7 Setting Processing Options for the Work Order Labor Detail Program (P17732)

Use these processing options to supply default values for the Work Order Labor Detail program. Most of the processing options are the same as those for P13732; only the differences are discussed here.

See Setting Processing Options for the CAM - Manage Work Order Labor Program (P13732).

17.8.7.1 Process

These processing options specify the default values for labor processing.

3. Queue and Move Hours

Specify whether the system enters the queue and move hours from the work center into the Work Order Labor Detail program (P17732) when the queue and move hours are blank in the Work With Routing Master program (P3003). Values are:

Blank: Do not enter the queue and move hours from the work center.

1: Enter the queue and move hours from the work center only when those fields are blank in the Routing Master program.

2: Enter the queue and move hours from the work center only when you manually add a routing step or instruction in the detail area for work orders.

17.8.7.2 Display

These processing options specify whether the system displays certain fields.

1. Billable Fields

Specify whether the system displays the billable-related fields in the labor detail area. Values are:

Blank: Display the billable-related fields.

1: Hide the billable-related fields.

2. Payable Fields

Specify whether the system displays the payable-related fields in the labor detail area. Values are:

Blank: Display the payable-related fields.

1: Hide the payable-related fields.

3. Hide Contract-related fields

Specify whether the system displays the contract-related fields, such as:

• Customer Number

• Site Number

• Entitlement Check

• Coverage Group

• Percentage Covered

Values are:

Blank: Display the contract-related fields.

1: Hide the contract-related fields.

17.8.7.3 Versions

2. Work with Activity Based Costing Workbench (P1640)

Specify the version of the Activity Base Costing Workbench program (P1640).

Blank: ZJDE0001

4. Work Order Process Resource Revisions (P3111P) (Future)

Specify the version of the Work Order Process Resource Revisions program (P3111P).

Blank: ZJDE0001

17.9 Creating Work Orders Using the Work Order Entry Programs (P48201 and P17714)

This section provides an overview of work orders, lists prerequisites, and discusses how to:

• Enter work orders using the Work Order Entry programs.

• Set processing options for the Work Order Revisions program (P17714).

See "Setting Processing Options for Work With Work Orders (P48201)" in the JD Edwards EnterpriseOne Applications Work Orders Implementation Guide.

17.9.1 Understanding Work Orders

You create work orders to formally request and schedule corrective maintenance, such as emergency repairs, and to record and communicate information about all of the details pertaining to the maintenance task. You would create a work in these circumstances:

When you set processing options for the Work With Work Orders program (P48201), enter an address book number in the Originator field on the Defaults 3 tab. The system uses this address book number to search for work orders that were entered by a user. To display all of the work orders when you click Find on Work With Work Orders, type 0 in this field.

For Service Management, you can enter the document type that you want the system to use for work orders on the Defaults 2 tab. This document type can be overridden if the work order is entitled by a contract.

Note: You can access the processing options for Work Order Revisions by retrieving P17714 in the Interactive Versions application.

See Also: "Entering Basic Work Order Information" in the JD Edwards EnterpriseOne Applications Work Orders Implementation Guide.

17.9.2 Prerequisites

The prerequisites for the Work Order Entry program are the same as for the Planning Workbench.

17.9.3 Forms Used to Create Work Orders Using the Work Order Entry Programs

Form Name	FormID	Navigation	Usage
Work With Work Orders	W48201F	Work Order (G1316), Work Order Entry	Locate or add work orders.
Work Order Revisions	W17714A	Click Add on the Work With Work Orders form.	Enter work orders using the Work Order Entry programs.

17.9.4 Entering Work Orders Using the Work Order Entry Programs

Access the Work Order Revisions form.

Select the Order Detail, Planning, Classification, and Accounting tabs.

Figure 17-10 Work Order Revisions form

Description of ''Figure 17-10 Work Order Revisions form''

Note: (Release 9.1 Update) Based on the business unit, the system checks the alternate tax rate/area assignment company constant setup for the corresponding company. If the functionality is enabled, the system retrieves the alternate tax rate/area assignment based on the business unit and site countries setup. Otherwise, the system retrieves the tax rate/area from the default site setup. For further information about alternate tax rate/area assignment functionality, please refer to "Setting Up Alternate Tax Rate/Area Assignment Functionality" in the JD Edwards EnterpriseOne Applications Tax Processing Implementation Guide.

17.9.5 Setting Processing Options for the Work Order Revisions Program (P17714)

Use these processing options to supply default values for the Work Order Revisions program. Most of the processing options are the same as those for P13714, so only the differences are discussed here.

See Setting Processing Options for the CAM - Manage Equipment Work Orders Program (P13714).

17.9.5.1 Defaults

5. Manager

Specify the address book number of a manager or a planner that the system uses as a default when you enter a work order.

17.9.5.2 Process

These processing options define the processing that the system performs for this version of Work Order Revisions (P17714).

1. Default Manager

Specify the default values for manager and supervisor addresses on the work order. Values are:

Blank: The system does not supply defaults for the manager and supervisor addresses.

1: The system uses defaults for the manager and supervisor addresses based on this hierarchy:

First: The system uses the values for the manager and supervisor from processing options.

Second: The system uses the manager value from the SWM Address Book extension record for the customer.

Third: The system uses the manager value from the equipment record.

Fourth: The system uses the values for the manager and supervisor from the Work Order Default Coding File table (F48001), based on category codes 1, 2, and 3 from the work order.

Note: The system uses the Assigned To address value from processing options first and information from the equipment record second.

12. Create Work Order Tag files (future)

Specify whether the system creates the interoperability table (F4801Z). Values are:

Blank: Do not create the interoperability table.

1: Create the interoperability table (F4801Z).

13. Email Service Provider

Specify whether the system sends an email message to the primary service provider when you create a work order. Values are:

Blank: Do not send a message.

1: Send a message.

18. Create Individual Resource Assignments

Specify whether to automatically create individual resource assignments based on the Assigned To (ANP) address book number on the form.

The system validates the address book number against the Resource Master table (F48310). Values are:

Blank: Do not create assignments.

1: Create assignments.

17.9.5.3 Self Service

These processing options enable you to specify default values for working with self-service processing on the web.

1. Default Responsible Business Unit

Specify the default responsible business unit that the system uses when you enter a customer self-service work order.

2. Default Branch

Specify the default branch that the system uses when you enter a customer self-service work order.

3. Enable Customer Number Field

Specify whether the system enables the customer number field on the Customer Self Service form. Values are:

Blank: Do not enable the customer number field.

1: Enable the customer number field.

4. Default Customer Number

Specify whether to use the user address book number as the default customer when you create a work order for customer self service. Values are:

Blank: Do not use a default customer.

1: Use the user address book number as the default customer.

17.9.5.4 Versions

27. Work With Work Order History (P17715) version

Specify the version of the Work With Work Order History program (P17715) that the system uses to verify existing work orders and prevent duplicate work orders for an equipment number.

Blank: ZJDE0001

28. Work Order Quote (P17717) version

Specify the version of the Online Work Order Quote Inquiry program (P17717) that the system uses after you enter the work order.

Blank: ZJDE0001

See Also: "Entering Basic Work Order Information" in the JD Edwards EnterpriseOne Applications Work Orders Implementation Guide. "Setting Processing Options for Work With Work Orders (P48201)" in the JD Edwards EnterpriseOne Applications Work Orders Implementation Guide.

17.10 Creating Work Orders for Unscheduled Maintenance

This section provides an overview of unscheduled maintenance, lists prerequisites, and discusses how to create a work order for unscheduled maintenance.

17.10.1 Understanding Unscheduled Maintenance

When you set up maintenance tasks on an as-needed basis rather than a scheduled interval, you can create a work order to perform the tasks. The maintenance task that you use requires a model work order, which the system uses to create the work order for the unscheduled maintenance.

17.10.2 Prerequisites

Set up a PM service type for each unscheduled maintenance task, and verify that the service type has no schedule date or service interval.

Set up model work orders.

See Creating Model Work Orders.

See Creating a PM Schedule.

17.10.3 Forms Used to Create Work Orders for Unscheduled Maintenance

Form Name	FormID	Navigation	Usage
Search For Equipment Work Orders	W13700B	Work Order (G1316), Planning Workbench	Search for or add equipment work orders.
Work Order Labor - Manage [work order description]	W13732A	Specify the work order as a model on the Work Order - Manage [work order description] form.	Modify a work order for unscheduled maintenance.
Work With Unscheduled Maintenance	W13UMB	Select Unscheduled PMs from the Form menu on the Search For Equipment Work Orders form.	Create a work order for unscheduled maintenance.
Work With Work Orders	W48201F	Work Order (G1316), Work Order Entry	Locate work orders.
Work Order Revisions	W17714A	Specify the work order as a model.	Modify a work order for unscheduled maintenance.

17.10.4 Creating a Work Order for Unscheduled Maintenance

Access the Work With Unscheduled Maintenance form.

Figure 17-11 Work With Unscheduled Maintenance form

Description of ''Figure 17-11 Work With Unscheduled Maintenance form''

The Work With Unscheduled Maintenance form appears, displaying all of the unscheduled maintenance service types that are set up for the equipment.

Work Order Type

Enter a value that controls the type of work order that is created, as defined by document type maintenance.