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Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Application Fundamentals
Documentation Accessibility
Related Documents
Conventions
1
Introduction to JD Edwards EnterpriseOne Change Management
1.1
JD Edwards EnterpriseOne Change Management Overview
1.2
JD Edwards EnterpriseOne Change Management Integrations
1.2.1
JD Edwards EnterpriseOne Subcontract Management
1.2.2
JD Edwards EnterpriseOne Job Cost
1.2.3
JD Edwards EnterpriseOne Contract and Service Billing
1.2.4
JD Edwards EnterpriseOne General Accounting
1.3
JD Edwards EnterpriseOne Change Management Implementation
1.3.1
Global Implementation Steps
1.3.2
JD Edwards EnterpriseOne Change Management Implementation Steps
2
Understanding the EnterpriseOne Change Management System
2.1
Change Management Process
2.1.1
Creating Change Requests
2.1.2
Creating Planned Change Orders and Change Orders
2.1.3
Modifying Change Requests
2.1.3.1
Audit Trail
2.1.3.2
Requotes
2.1.3.3
Status Updates
2.1.3.4
Reviewing Modifications
2.2
Tables and Descriptions
3
Setting Up the EnterpriseOne Change Management System
3.1
Understanding EnterpriseOne Change Management System Setup
3.2
(Optional) Converting Change Management in JD Edwards World to JD Edwards EnterpriseOne
3.2.1
Understanding the Conversion Process
3.2.2
Prerequisites
3.3
Setting Up the EnterpriseOne Change Management System
3.3.1
Understanding Detail Status Codes
3.3.2
Forms Used to Set Up the EnterpriseOne Change Management System
3.3.3
Setting Up UDCs for EnterpriseOne Change Management
3.3.4
Setting Up Change Request Detail Status Codes
3.3.5
Setting Up Job-Specific UDCs
4
Creating Change Requests
4.1
Understanding Change Requests
4.1.1
Mobile Enterprise Applications for Change Requests (Release 9.1 Update)
4.1.2
Organizing Change Requests
4.1.2.1
Using Hierarchy Detail Levels
4.1.3
Including Appropriate Components in a Change Request
4.1.4
Using Detail Status Codes
4.2
Entering Basic Change Requests
4.2.1
Understanding Change Request Entry
4.2.1.1
Fields on the Change Request Entry Form
4.2.1.2
Form Menu Features
4.2.1.3
Row Menu Features
4.2.1.4
Change Request Information
4.2.1.5
Technical Considerations
4.2.1.6
Related Tasks
4.2.2
Understanding Account Distribution Information
4.2.3
Prerequisites
4.2.4
Forms Used to Enter Basic Change Requests
4.2.5
Setting Processing Options for Change Request Entry (P5310)
4.2.5.1
Edit
4.2.5.2
Audit
4.2.5.3
Default
4.2.5.4
Amounts
4.2.5.5
Contract
4.2.5.6
Contract Commit
4.2.5.7
Subcontract Commit
4.2.5.8
Versions
4.2.6
Entering Basic Change Request Information
4.2.7
Entering Cost Account Information
4.2.8
Entering Revenue Account Information
4.2.9
Entering Subcontract Account Information
4.2.10
Entering General Detail Line Information
4.3
Copying Account Balances
4.3.1
Understanding Account Balance Copy
4.3.2
Form Used to Copy Account Balances
4.3.3
Copying Account Balances
4.4
Entering Change Request Fee Calculations
4.4.1
Understanding Change Request Fee Calculations
4.4.2
Form Used to Enter Change Request Fee Calculations
4.4.3
Setting Processing Options for Change Request Fee Calculation (P5320)
4.4.3.1
Default
4.4.4
Entering Change Request Fee Calculations
4.5
Reviewing Change Requests
4.5.1
Understanding Change Request Review
4.5.1.1
Locating Change Management Information
4.6
Revising Change Requests
4.6.1
Understanding Change Request Revisions
4.6.1.1
Revising Amounts
4.6.1.2
Requotes
4.6.2
Form Used to Revise Change Requests or Generate Requotes
4.6.3
Revising Change Request Amounts Manually
4.6.4
Generating Requotes
5
Creating Change Management Hierarchy
5.1
Understanding Change Management Hierarchy Creation
5.2
Understanding Status Codes for PCOs
5.3
Working with PCOs
5.3.1
Understanding PCOs
5.3.2
Understanding PCO Revision
5.3.3
Understanding PCO Deletion
5.3.4
Forms Used to Work With PCOs
5.3.5
Setting Processing Options for Planned Change Order Entry (P5314)
5.3.5.1
Defaults
5.3.5.2
Versions
5.3.6
Creating a PCO
5.3.7
Attaching Change Requests to a PCO
5.3.8
Attaching Existing Change Requests
5.3.9
Creating and Attaching New Change Requests
5.3.10
Deleting PCO Information
5.3.10.1
Deleting PCOs
5.3.10.2
Deleting Change Requests
5.4
Working with COs
5.4.1
Understanding COs
5.4.2
Understanding CO Revision
5.4.3
Forms Used to Work With COs
5.4.4
Setting Processing Options for Change Order Entry (P5315)
5.4.4.1
Defaults
5.4.4.2
Versions
5.4.5
Creating a CO
5.4.6
Attaching PCOs to a CO
5.4.7
Deleting COs
6
Reviewing Change Requests
6.1
Understanding the Change Request Review Process
6.1.1
Requotes
6.1.2
Logs
6.1.3
Accounts
6.1.4
General Ledger Information
6.1.5
Change Request for Jobs
6.2
Reviewing Change Requests
6.2.1
Forms Used to Review Change Requests
6.2.2
Setting Processing Options for Logs Entry Program (P4305)
6.2.2.1
Default
6.2.2.2
Versions
6.2.3
Reviewing Requotes
6.2.4
Reviewing Logs
6.2.5
Reviewing Log Hierarchy
6.2.6
Reviewing Accounts for a Job
6.2.7
Reviewing Accounts for a Line
6.2.8
Reviewing General Ledger Information
6.2.9
Reviewing Change Requests by Job
7
Revising and Approving Change Requests, PCOs, and COs
7.1
Understanding Change Request Revisions and Approvals
7.1.1
Mobile Enterprise Applications for Change Requests (Release 9.1 Update)
7.1.2
Change Requests, PCOs, and COs
7.1.3
Final Amount
7.1.4
Best Amount
7.1.5
Integration with the EnterpriseOne Subcontract Management and EnterpriseOne Contract and Service Billing Systems
7.1.6
PCO and CO Approvals
7.1.7
Close Lines on the Change Request
7.1.8
Close PCOs and COs
7.1.9
Common Fields Used in This Chapter
7.2
Working with Detail Status Codes
7.2.1
Understanding Detail Status Codes
7.2.2
Understanding Global Status Updates
7.2.2.1
Specifying Which Accounts to Update
7.2.2.2
Update Considerations
7.2.2.3
Technical Considerations
7.2.2.4
Ledger Updates
7.2.3
Forms Used to Update Detail Status Codes
7.2.4
Updating Detail Status Codes Manually
7.2.5
Updating Detail Status Codes Using Global Status Update
7.2.6
Closing Detail Lines on Change Requests
7.3
Approving Change Request Accounts, PCOs, and COs
7.3.1
Understanding the Approval Process for Change Request Accounts, PCOs, and COs
7.3.1.1
Approving Accounts on Change Requests
7.3.1.2
Approving Accounts from the Change Request Entry Program
7.3.1.3
Approving Accounts when Approving PCOs and COs
7.3.1.4
PCO Approval
7.3.1.5
CO Approval
7.3.2
Prerequisites
7.3.3
Forms Used to Approve Change Request Accounts, PCOs, and COs
7.3.4
Approving Individual Accounts
7.3.5
Approving Multiple Accounts
7.3.6
Approving PCOs
7.3.7
Approving COs
8
Working with Subcontracts
8.1
Entering Subcontract Information
8.1.1
Understanding Subcontract Commitments
8.1.2
Prerequisite
8.1.3
Forms Used to Enter Subcontract Information
8.1.4
Entering Subcontract Information
8.2
Committing Subcontracts to the EnterpriseOne Subcontract Management System
8.2.1
Understanding the Subcontract Commitment Process
8.2.1.1
Committing in Proof and Final Mode
8.2.1.2
Detail Status Codes
8.2.1.3
Subcontract Amendment Report
8.2.2
Prerequisites
8.2.3
Forms Used to Commit Subcontracts from the Change Request Entry Program
8.2.4
Committing Subcontracts from the Change Request Entry Program
8.2.5
Committing Subcontracts from the Subcontract Detail/Commit Program
8.2.6
Setting Processing Options for Change Request for Subcontract Details (P53301)
8.2.6.1
Processing
8.2.6.2
Log Revisions
8.2.6.3
Versions
8.3
Modifying Subcontract Logs
8.3.1
Understanding Subcontract Logs
8.3.2
Forms Used to Modify Subcontract Logs for a Change Request
8.3.3
Modifying a Subcontract Log for a Change Request
9
Working with Contract Commitments
9.1
Understanding Contract Commitments
9.2
Entering Revenue Information for Contracts
9.2.1
Understanding Revenue Information for Contracts
9.2.2
Forms Used to Enter Revenue Information for Contracts
9.2.3
Entering Revenue Information for Contracts
9.3
Committing Contract Information to the EnterpriseOne Contract and Service Billing System
9.3.1
Understanding the Contract Commitment Process
9.3.1.1
Committing in Proof and Final Mode
9.3.1.2
Detail Status Codes
9.3.1.3
Contract Amendment Report
9.3.2
Prerequisite
9.3.3
Forms Used to Commit Contracts
9.3.4
Committing Contracts from the Change Request Entry Program (P5310)
9.3.5
Committing Contracts from the Change Request Revenue Details Program (P53311)
9.3.6
Setting Processing Options for Change Request Revenue Details (P53311)
9.3.6.1
Default
A
JD Edwards EnterpriseOne Change Management Reports
A.1
Change Management Reports
A.2
JD Edwards EnterpriseOne Change Management Reports: A to Z
A.3
JD Edwards EnterpriseOne Selected Change Management Reports
A.3.1
R53702 - PCO/CR (F5314/F5311) Integrity
A.3.2
R53701 - CO/PCO (F5315/F5314) Integrity
A.3.3
R43300 - Log Report/Update
A.3.4
Setting Processing Options for Log Report/Update (R43300)
A.3.4.1
Print Options
A.3.5
R53220P - Account Inquiry
A.3.6
Setting Processing Options for Account Inquiry (R53220P)
A.3.6.1
Process
A.3.7
R534011 - Change Request Summary
A.3.8
Setting Processing Options for Change Request Summary (R534011)
A.3.8.1
Defaults
A.3.9
R534021 - Change Request Details with Contracts
A.3.10
R53404 - Job PCO Summary
A.3.11
R534041 - Job PCO Detail
A.3.12
R53405 - Job CO Summary
A.3.13
R534051 - Job CO Detail
A.3.14
R53411 - Change Request Details by Account
A.3.15
R53440 - Job Planned Change Orders
A.3.16
R53450 - Job Change Orders
Glossary
Index
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