This appendix contains the following topics:
Section A.2, "JD Edwards EnterpriseOne Change Management Reports: A to Z"
Section A.3, "JD Edwards EnterpriseOne Selected Change Management Reports"
The JD Edwards EnterpriseOne Change Management system offers a variety of reports that help you to review and manage the change request information.
Use JD Edwards EnterpriseOne Change Management reports to review these types of information.
| Reports | Descriptions |
|---|---|
| Change requests |
|
| Planned change orders | Detail and summary information |
| Change orders | Detail and summary information |
| Subcontracts | Log information |
This table lists the change management reports, sorted alphanumerically by report ID.
| Report ID and Report Name | Description | Navigation |
|---|---|---|
| R53702 | Print this report to compare final and quoted amounts for cost, revenue, and subcontract records in the Planned Change Order Master Table (F5314) to the attached change requests in the Change Request Detail Table (F5311). | Change Management Reports (G5313), PCO/CR (F5314/F5311) Integrity |
| R53701 | Print this report to compare final and quoted amounts for cost, revenue, and subcontract records in the Change Order Master Table (F5315) to the attached planned change orders in the Planned Change Order Master Table (F5314). | Change Management Reports (G5313), CO/PCO (F5315/F5314) Integrity |
| R43300 | Print this report to view each log entry and any extended comments for the specified job. | Change Management Reports (G5313), Log Report/Update |
| R53220P | Print this report for information from the Change Request Account Inquiry program (P53220). | Change Management Reports (G5313), Account Inquiry |
| R534011 | Print this report for a summary of the change request. | Change Management Reports, (G5313), Change Request Summary |
| R534021 | Print this report for detail line information about change requests or requotes. | Change Management Reports (G5313), Change Request Details with Contracts |
| R53404 | Print this report for summary information about totals on the PCOs for a job. | Change Management Reports (G5313), Job PCO Summary |
| R534041 | Print this report for detailed information about PCOs. | Change Management Reports (G5313), Job PCO Detail |
| R53405 | Print this report for summary information about the PCOs that are attached to the CO and the change requests that are attached to the PCOs. | Change Management Reports (G5313), Job CO Summary |
| R534051 | Print this report for detailed information about change requests: | Change Management Reports (G5313), Job CO Detail |
| R53411 | Print this report for detail line information about change requests or requotes. | Change Management Reports (G5313), Change Request Details |
| R53440 | Print this report for information about totals on the PCOs for a job | Change Management Reports (G5313), Job Planned Change Orders |
| R53450 | Print this report for information about the change orders for a job: | Change Management Reports (G5313), Job Change Orders |
This section provides detailed information, including processing options, for individual reports. These reports are listed alphanumerically by report ID.
The PCO/CR (F5314/F5311) Integrity report compares final and quoted amounts for cost, revenue, and subcontract records in the Planned Change Order Master Table (F5314) to the attached change requests in the Change Request Detail Table (F5311) and prints the differences on a report.
This report includes information about discrepancies that occur when more than one currency is used.
The CO/PCO (F5315/F5314) Integrity report compares final and quoted amounts for cost, revenue, and subcontract records in the Change Order Master Table (F5315) to the attached planned change orders in the Planned Change Order Master Table (F5314) and prints the differences on a report.
This report includes information about discrepancies that occur when more than one currency is used.
The Log Report/Update report consists of each log entry and any extended comments for the specified job. Extended comments include comments about documents that you need to receive from a subcontractor, or documents or information that you need to give to a subcontractor.
Each log includes:
Log type
Description
Explanation
Issue, expiration, and required dates
Processing options enable you to specify the default processing for programs and reports.
Specify whether you want the system to change unsatisfied, expired logs that have a Pay Effect of Y to a Status of N. Values are:
1: Change unsatisfied, expired logs that have a Pay Effect of Y to a Status of N.
Blank: Do not update the status of the logs.
Specify whether the system prints a contract management report. If left blank, no report will print. Values are:
1: Print.
Blank: Do not print.
Specify whether the system prints associated log text. Values are:
1: Print.
Blank: Do not print.
You can use the Account Inquiry Report (R53220P) to review information from the Change Request Account Inquiry program (P53220). This report includes best, original, quoted, and final amounts; change requests, and PCO and CO information. Use the processing options to specify the cost code and cost type ranges, and the ledger type that you want to review.
Processing options enable you to specify the default processing for programs and reports.
From Cost Code
Specify the beginning cost code (subsidiary) account in a range of accounts. Leave this range blank to include all accounts.
To Cost Code
Specify the ending cost code (subsidiary) account in a range of accounts. Leave this range blank to include all accounts.
From Cost Type
Specify the beginning cost type (object) account in a range of accounts.
To Cost Type
Specify the ending cost type (object) account in a range of accounts.
Specify the supplier or ledger type that the system uses when printing records for the report. If this processing option is left blank, all suppliers or all ledger types are printed.
You can select one job or multiple jobs for the Change Request Summary report. In addition, you can select the change requests that you want to appear in the report. You can set processing options to specify how the system determines totals for cost, revenue, and subcontract accounts.
For each change request, the Change Request Summary report includes:
Change request and requote number
Description
Required, extended, original, and approved dates
Totals for cost, revenue, and subcontract accounts
PCO and CO number and status
Processing options enable you to specify the default processing for programs and reports.
Specify which amounts (original, quoted, final, or best) that the system uses to calculate totals for cost, revenue, and subcontract accounts.
Specify how the system calculates the cost total, the revenue total, or the subcontract total. Values are:
Blank: Best amounts
1: Original amounts
2: Quoted amounts
3: Final amounts
The Change Request Details with Contracts Report lists detail line information for the change requests or requotes that you select. For each change request or requote, the report lists the:
Change request number
Description of each line
Account numbers; and the original, quoted, final, and best amounts for each revenue and subcontract account on a detail line
Status of each revenue and subcontract account on a detail line
Contract information for each revenue and subcontract account, including:
Contract number and type
Owner
Supplier
Pay item
Commitment date
PCO and CO information, such as:
Number
Status
Submitted and approved dates
The Job PCO Summary Report includes information about totals on the PCOs for a job. The report includes the:
Job number and description
Change order number and description
Information about the PCO, including:
PCO number and description
Status
Submitted and approved dates
Authorized amounts for cost, revenue, and subcontract accounts
Total best amounts for cost, revenue, and subcontract accounts
Information about the attached change requests, including:
Number and description
Original, quoted, and final amounts for cost, revenue, and subcontract accounts
Total of the best amounts for cost, revenue, and subcontract accounts
The Job PCO Detail Report contains information about PCOs:
Job number and description
Information about the PCO, including:
PCO number and description
Status
Submitted and approved dates
Information about the change requests that are attached to the PCO, including:
Original, quoted, and final amounts for the cost, revenue, and subcontract accounts
Amount totals for the accounts on the change requests
The Job CO Summary Report includes information about the PCOs that are attached to the CO and the change requests that are attached to the PCOs. This report includes:
The CO authorized amount total for cost, revenue, and subcontract accounts
The PCO approved, quoted, and final totals for cost, revenue, and subcontract accounts
The best amount totals for the CO and for the job
The Job CO Detail Report includes information about change requests:
Job number and description
Information about the CO, including:
CO number and description
Status
Submitted and approved dates
Total of authorized amounts for cost, revenue, and subcontract accounts
Information about the planned change orders that are attached to the CO, including:
PCO number and description
PCO approved amounts for cost, revenue, and subcontract accounts
Information about the change requests that are attached to the PCO, including:
Change request number and description
Quoted and final amounts for the cost, revenue, and subcontract accounts
The Change Request Details by Account Report includes detail line information for the change requests or requotes that you select. For each change request or requote, the report includes:
Change request number
Description of each line
Account numbers
Original, quoted, and final amounts for each account on a detail line
Status of each account on a detail line
Total of best amounts for cost, revenue, and subcontract accounts
PCO and CO information, such as:
Number
Status
Submitted and approved dates
The Job Planned Change Orders Report includes information about totals on the PCOs for a job. The report includes:
Job number and description
Information about the PCO, including:
PCO number and description
Status
Submitted and approved dates
Quoted and approved totals for the cost, revenue, and subcontract accounts