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Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Products
JD Edwards EnterpriseOne Application Fundamentals
Documentation Accessibility
Related Documents
Conventions
1
Introduction to JD Edwards EnterpriseOne Engineer to Order
1.1
JD Edwards EnterpriseOne Engineer to Order Overview
1.2
JD Edwards EnterpriseOne Engineer to Order Integrations
1.2.1
JD Edwards EnterpriseOne Inventory Management
1.2.2
JD Edwards EnterpriseOne Product Data Management
1.2.3
JD Edwards EnterpriseOne Shop Floor Management
1.2.4
JD Edwards EnterpriseOne Requirements Planning
1.2.5
JD Edwards EnterpriseOne Job Cost
1.2.6
JD Edwards EnterpriseOne Capital Asset Management
1.2.7
JD Edwards EnterpriseOne Quality Management
1.2.8
JD Edwards EnterpriseOne Sales Order Management
1.2.9
JD Edwards EnterpriseOne Procurement
1.2.10
JD Edwards EnterpriseOne Contract and Service Billing
1.3
JD Edwards EnterpriseOne Engineer to Order Implementation
1.3.1
Global Implementation Steps
1.3.2
Engineer To Order Implementation Steps
2
Understanding Engineer to Order
2.1
Engineer to Order System
2.1.1
Project Initiation Phase
2.1.2
Project Planning Phase
2.1.3
Project Execution Phase
2.1.4
Project Close Phase
2.2
Project Life Cycle
2.3
Engineer to Order System Features
2.4
Engineer to Order Tables
3
Setting Up Engineer to Order
3.1
Understanding Engineer to Order Setup
3.1.1
Task Types for ETO Projects
3.1.2
Project-Specific Material
3.1.3
Line Type and Line Type Constants for ETO
3.2
Prerequisite
3.3
Setting Up UDCs for ETO
3.4
Setting Up Cost and Account Classifications
3.4.1
Understanding Cost and Account Classifications
3.4.2
Forms Used to Set Up Cost and Account Classifications
3.4.3
Setting Processing Options for Cost Classification (P31P301)
3.4.3.1
Defaults
3.4.4
Setting Up Cost Classifications
3.4.5
Setting Up Account Classifications
3.5
Setting Up Job Cost Integration
3.5.1
Understanding Job Cost Integration
3.5.1.1
Chart of Accounts
3.5.2
Prerequisite
3.5.3
Forms Used to Set Up Job Cost Integration
3.5.4
Adding a Chart of Accounts for a Project
3.6
Integrating ETO with Microsoft Project
3.6.1
Understanding the ETO Export and Import Process
3.6.2
Setting Processing Options for Export to MS-Project (R31P404) and Import from MS-Project (R31P801)
3.6.2.1
Process
3.6.3
Exporting ETO Project Information to Microsoft Project
3.6.4
Importing ETO Project Information from Microsoft Project
3.6.4.1
Guidelines
4
Initiating Projects
4.1
Understanding the Project Initiation Process
4.2
Creating Projects
4.2.1
Understanding Project Creation
4.2.1.1
Technical Considerations for Storing Project Information
4.2.2
Forms Used to Create Projects
4.2.3
Setting Processing Options for Project Workbench (P31P001)
4.2.3.1
Defaults
4.2.3.2
Versions
4.2.3.3
Process
4.2.3.4
Copy
4.2.3.5
Scheduling
4.2.4
Creating Projects
4.2.4.1
Project Information
4.2.4.2
Dates
4.2.4.3
People
4.2.4.4
Project Attributes
4.2.4.5
Estimated Costs
4.2.4.6
Job Cost
4.2.4.7
Project Status
4.2.4.8
Order Information
4.2.4.9
Categories
4.2.4.10
Sales Order
4.3
Working with Projects and Project Tasks
4.3.1
Understanding Projects
4.3.2
Understanding Project Tasks
4.3.2.1
Project Costs
4.3.2.2
Resource and Task Assignments
4.3.3
Forms Used to Work with Projects and Project Tasks
4.3.4
Working with Project Queries
4.3.5
Unlocking a Project
4.3.6
Working with a Project
4.3.7
Adding and Revising Project Tasks
4.3.7.1
Basic
4.3.7.2
Financial Plan
4.3.7.3
Financial Actuals
4.3.7.4
Scheduling Details
4.3.7.5
Order Details
4.4
Scheduling Project Tasks
4.4.1
Understanding Project Task Scheduling
4.4.2
Prerequisite
4.4.3
Forms Used to Schedule Project Tasks
4.4.4
Defining Task Dependencies
4.4.5
Scheduling the Project
4.5
Generating Quotes and Proposals
4.5.1
Understanding the Quote and Proposal Generation Process
4.5.1.1
Project Status Codes
4.5.1.2
Online Quotes and Proposals
4.5.2
Prerequisites
4.5.3
Forms Used to Create Quotes
4.5.4
Setting Processing Options for Project Quotes (P31P100)
4.5.4.1
Display
4.5.4.2
Default
4.5.4.3
Process
4.5.4.4
Versions
4.5.5
Creating a Quote for a Project
4.5.5.1
Project Info
4.5.5.2
Quote Info
4.5.5.3
Related Sales Quote
5
Using Project Planning with Engineer to Order
5.1
Understanding Project Planning with ETO
5.1.1
Prerequisites
5.2
Loading Project Budgets to the Job Cost Budget
5.2.1
Understanding the Upload to Job Cost Budget Process
5.2.2
Setting Processing Options for Upload Job Cost Budgets (R31P800)
5.2.2.1
Display
5.2.2.2
Edits
5.2.2.3
Process
5.2.2.4
Audit Trail
5.2.3
Uploading Job Cost Budgets (Release 9.1 Update)
5.3
Performing Project Requirements Planning
5.3.1
Understanding PRP
5.3.1.1
Setup Considerations for PRP
5.3.1.2
PRP Generation
5.3.1.3
PRP Output
5.3.1.4
Project Requirements Planning for Multiple Plants
5.3.2
Prerequisites
5.3.3
Forms Used to Perform Project Requirements Planning
5.3.4
Generating a Multiplant Requirements Plan for a Project
5.3.5
Processing Messages for Multiplant PRP
5.3.6
Reviewing Supply and Demand for Multiplant PRP
5.4
Creating Orders for a Project
5.4.1
Understanding Order Creation for a Project
5.4.1.1
Purchasing Project Material
5.4.1.2
Purchasing Project Items for Resale
5.4.1.3
Attaching Existing Work Orders to a Project
5.4.1.4
Related Costs
5.4.2
Forms Used to Create Orders for a Project
5.4.3
Entering Purchase Orders for Project Material
5.4.4
Entering Purchase Order Information Using the Project Workbench Program
5.4.5
Setting Processing Options for Related Orders (P31P204)
5.4.5.1
Versions
5.4.6
Reviewing and Creating Related Orders for a Project
5.4.7
Attaching an Existing Work Order to a Project
5.4.8
Updating Related Order Costs
5.5
Setting Up Project Commitments
5.5.1
Understanding Project Commitments
5.5.1.1
Inventory Commitments
5.5.1.2
Financial Commitments
5.5.2
Form Used to Review Inventory Commitments for Project Work Orders
5.5.3
Reviewing Inventory Commitments for Project Work Orders
5.5.4
Setting Processing Options for Commitment Rebuild (R31P993)
5.5.4.1
Process
5.5.5
Creating a Commitment Audit Trail
6
Using Project Execution and Control
6.1
Understanding Project Execution and Control
6.1.1
Prerequisite
6.1.2
Project Execution and Control
6.1.2.1
Issues and Completions for Project Work Orders
6.1.2.2
Net Change
6.1.2.3
Project Accounting Considerations
6.2
Rolling Up Actual Costs to the Project Workbench
6.2.1
Understanding Actual Cost Rollup to the Project Workbench
6.2.2
Prerequisite
6.2.3
Rolling Up Actual Costs to the Project Workbench
6.3
Generating Project Reports and Alerts
6.3.1
Understanding Project Reports and Alerts
6.3.2
Running the Project Schedule Report
6.3.3
Setting Processing Options for Project Schedule Report (R31P400)
6.3.3.1
Process
6.3.3.2
Defaults
6.3.4
Running the Project Cost Report
6.3.5
Setting Processing Options for Project Cost Report (R31P401)
6.3.5.1
Process
6.3.6
Running the Project Inventory Report
6.3.7
Setting Processing Options for Project Inventory Report (R31P402)
6.3.7.1
Process
6.4
Closing a Project
6.4.1
Understanding the Project Close Process
6.4.2
Running the Project Close Analyzer Program
6.4.3
Setting Processing Options for Project Close Analyzer (R31P403)
6.4.3.1
Defaults
Glossary
Index
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