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 Resource Assignments

• 1.1 JD Edwards EnterpriseOne Resource Assignments Overview
• 1.2 JD Edwards EnterpriseOne Resource Assignments Implementation
  • 1.2.1 Global Implementation Steps for JD Edwards EnterpriseOne Resource Assignments
  • 1.2.2 Implementation Steps for the JD Edwards EnterpriseOne Resource Assignments System

2 Setting Up the Resource Assignments System

• 2.1 Understanding the JD Edwards EnterpriseOne Resource Assignments System
• 2.2 Understanding User-Defined Codes for Work Order Resource Assignments
• 2.3 Setting Up Resource Assignment Constants
  • 2.3.1 Understanding Resource Assignment Constants
  • 2.3.2 Forms Used to Set Up Resource Assignment Constants
  • 2.3.3 Setting Up Resource Assignment Constants
• 2.4 Defining Resource Working Hours
  • 2.4.1 Understanding Resource Working Hours
    • 2.4.1.1 Day of Week, Overrides, and Holidays
  • 2.4.2 Prerequisites
  • 2.4.3 Forms Used to Define Resource Working Hours
  • 2.4.4 Adding a Base Calendar
  • 2.4.5 Adding a Resource Calendar
• 2.5 Defining Crew Maintenance Schedule Periods
  • 2.5.1 Understanding Crew Maintenance Schedule Periods
  • 2.5.2 Forms Used to Define Crew Maintenance Schedule Periods
  • 2.5.3 Defining Crew Maintenance Schedule Periods
  • 2.5.4 Setting the Current Period

3 Entering Resource Master Records

• 3.1 Understanding Resource Master Records
  • 3.1.1 Crew Scheduling
• 3.2 Entering Resource Master Records
  • 3.2.1 Prerequisite
  • 3.2.2 Forms Used to Enter Resource Master Records
  • 3.2.3 Setting Processing Options for Resource Master (P48310)
    • 3.2.3.1 Defaults
    • 3.2.3.2 Versions
  • 3.2.4 Entering Resource Master Records
    • 3.2.4.1 Basic Data
    • 3.2.4.2 Calendar Type
• 3.3 Updating the Resource Master Table
  • 3.3.1 Understanding the Resource Master Global Update Programs
  • 3.3.2 Running the Resource Master Global Update Programs
  • 3.3.3 Setting Processing Options for Resource Master Global Update - Address Book/Equipment Master (R48350/R48351)
    • 3.3.3.1 Process
    • 3.3.3.2 Defaults
    • 3.3.3.3 Defaults - Attributes
• 3.4 Assigning Resources to a Crew
  • 3.4.1 Understanding Assigning Resources to a Crew
  • 3.4.2 Form Used to Assign a Resource to a Crew
  • 3.4.3 Assigning a Resource to a Crew

4 Managing Crew Scheduling

• 4.1 Understanding Crew Scheduling
  • 4.1.1 Crews
  • 4.1.2 Crew Scheduling
  • 4.1.3 Work Order/Planning
  • 4.1.4 Preventive Maintenance
  • 4.1.5 Maintenance Schedule Periods
  • 4.1.6 Schedule Metrics - Crew Availability
  • 4.1.7 Manage the Schedule
  • 4.1.8 Crew Availability by Craft
  • 4.1.9 Save the Schedule
  • 4.1.10 Roll the Schedule
  • 4.1.11 Crew Work Assignments
  • 4.1.12 Unscheduled Break in Work
  • 4.1.13 Reschedule Metrics
  • 4.1.14 Completion
  • 4.1.15 Supply and Demand Inclusion Rules
  • 4.1.16 Crew Schedule Completion Metrics
  • 4.1.17 Schedule Metrics - Schedule Compliance
  • 4.1.18 Reports
  • 4.1.19 Common Fields Used in This Chapter
• 4.2 Entering Work Orders and Planning for Crew Scheduling
  • 4.2.1 Understanding Work Orders and Planning for Crew Scheduling
  • 4.2.2 Forms Used to Create Work Orders for Crew Scheduling
  • 4.2.3 Reviewing Work Order Detail (P13714)
  • 4.2.4 Reviewing Labor Detail Steps (P13732)
• 4.3 Working with Crew Availability
  • 4.3.1 Understanding Crew Availability
  • 4.3.2 Prerequisites
  • 4.3.3 Forms Used to Work with Crew Availability
  • 4.3.4 Setting Processing Options for Crew Schedule Metric (P48315)
    • 4.3.4.1 Defaults
  • 4.3.5 Defining Crew Availability
• 4.4 Creating the Crew Schedule
  • 4.4.1 Understanding the Crew Schedule
  • 4.4.2 Forms Used to Create the Crew Schedule
  • 4.4.3 Reviewing the Crew Schedule
  • 4.4.4 Saving Schedule Changes
• 4.5 Searching for Unscheduled Work for Crew Scheduling
  • 4.5.1 Understanding the Search for Unscheduled Work
  • 4.5.2 Forms Used to Search for Unscheduled Work
  • 4.5.3 Reviewing Unscheduled Work
  • 4.5.4 Reviewing Crew Availability by Craft
• 4.6 Rescheduling Work Not Completed
  • 4.6.1 Understanding Rescheduling Work Not Completed
  • 4.6.2 Forms Used to Reschedule Work Not Completed
  • 4.6.3 Reviewing Carryover Work
  • 4.6.4 Entering Reason Codes to Track Rescheduling Metrics
• 4.7 Working with PM Forecasts in Crew Scheduling
  • 4.7.1 Understanding PM Forecasts in Crew Scheduling
  • 4.7.2 Form Used to Work with PM Forecasts in Crew Scheduling
  • 4.7.3 Reviewing PM Forecasts
• 4.8 Reviewing the Crew Schedule
  • 4.8.1 Understanding Crew Schedule Review
  • 4.8.2 Prerequisite
  • 4.8.3 Forms Used to Review the Crew Schedule
  • 4.8.4 Setting Processing Options for Crew Scheduling Workbench (P48320)
    • 4.8.4.1 Defaults
    • 4.8.4.2 Process
    • 4.8.4.3 Versions
    • 4.8.4.4 WO Entry
  • 4.8.5 Reviewing Future and Historical Work Scheduled
• 4.9 Managing Large Jobs in Crew Scheduling
  • 4.9.1 Understanding Large Jobs in Crew Scheduling
  • 4.9.2 Forms Used to Manage Large Jobs in Crew Scheduling
  • 4.9.3 Splitting a Labor Detail Step
  • 4.9.4 Scheduling Parent/Child Work Order Jobs
• 4.10 Revising the Current Crew Schedule
  • 4.10.1 Understanding Crew Schedule Revisions
  • 4.10.2 Form Used to Revise the Current Crew Schedule
  • 4.10.3 Adding Unplanned Items to the Crew Schedule
• 4.11 Checking Inventory Availability for the Crew Schedule
  • 4.11.1 Understanding Inventory Availability for Crew Scheduling
  • 4.11.2 Form Used to Check Inventory Availability for the Crew Schedule
  • 4.11.3 Checking Inventory Availability for the Crew Schedule
• 4.12 Printing the Crew Schedule Report (R48342)
  • 4.12.1 Understanding the Print Schedule Program
• 4.13 Rolling the Schedule
  • 4.13.1 Understanding Rolling Schedules
  • 4.13.2 Form Used to Roll the Schedule
  • 4.13.3 Setting the Current Period Manually
  • 4.13.4 Running the Maintenance Schedule Roll Periods Program (R48325)
  • 4.13.5 Setting Processing Options for Maintenance Schedule Roll Periods (R48325)
    • 4.13.5.1 Process
• 4.14 Assigning Resources to Crew Schedules
  • 4.14.1 Understanding Resource Assignments Using Crew Scheduling
    • 4.14.1.1 Crew Work Assignments
  • 4.14.2 Forms Used to Assign Resources to Crew Schedules
  • 4.14.3 Setting Processing Options for Crew Schedule Assignments (P48330)
    • 4.14.3.1 Defaults
    • 4.14.3.2 Process
    • 4.14.3.3 Versions
    • 4.14.3.4 Work Order Entry
  • 4.14.4 Assigning Resources to a Crew Schedule
• 4.15 Completing Orders on the Schedule
  • 4.15.1 Understanding Completing Orders on the Schedule
  • 4.15.2 Forms Used to Complete Work Orders on the Schedule
  • 4.15.3 Completing Work Orders on the Schedule
  • 4.15.4 Completing Labor Detail Steps on the Schedule
  • 4.15.5 Running the Crew Schedule Completion Metrics Program (R48327)
• 4.16 Reviewing Schedule Metrics
  • 4.16.1 Understanding Schedule Metrics
  • 4.16.2 Prerequisites
  • 4.16.3 Forms Used to Review Schedule Metrics
  • 4.16.4 Reviewing Schedule Achievement
  • 4.16.5 Reviewing Reason for Reschedule

5 Assigning Resources to Work Orders

• 5.1 Understanding How to Assign Resources to Work Orders Without Using Crew Scheduling
  • 5.1.1 Prerequisites
• 5.2 Setting Processing Options for Resource Assignment (P48331)
  • 5.2.1 Defaults
  • 5.2.2 Process
  • 5.2.3 Versions
  • 5.2.4 WO Entry
• 5.3 Working with Work Orders
  • 5.3.1 Understanding Work Orders
  • 5.3.2 Forms Used to Work with Work Orders
  • 5.3.3 Reviewing Work Orders
  • 5.3.4 Revising Work Orders
    • 5.3.4.1 Work Order
    • 5.3.4.2 Planning
• 5.4 Locating Resources
  • 5.4.1 Understanding How to Locate Resources
  • 5.4.2 Prerequisite
  • 5.4.3 Forms Used to Locate Resources
  • 5.4.4 Locating Resources
• 5.5 Assigning Resources to Tasks
  • 5.5.1 Understanding How to Assign Resources to Tasks
  • 5.5.2 Forms Used to Assign Resources to Tasks
  • 5.5.3 Assigning Resources to Tasks
• 5.6 Revising Resource Assignments
  • 5.6.1 Understanding Revising Resource Assignments
  • 5.6.2 Forms Used to Revise Resource Assignments
  • 5.6.3 Revising Resource Assignments
    • 5.6.3.1 Work Order Details
• 5.7 Downloading Work Order Backlogs
  • 5.7.1 Understanding Work Order Backlogs
  • 5.7.2 Downloading Work Orders
  • 5.7.3 Setting Processing Options for Work Order Backlog Download (R13460)
    • 5.7.3.1 Process

6 Integrating with Employee Assignments

• 6.1 Understanding Employee Assignment Integration
  • 6.1.1 Prerequisite
• 6.2 Understanding Employee Assignment Integration Setup
  • 6.2.1 Pay Types
  • 6.2.2 Time Entry Programs
  • 6.2.3 Generate and Update Timecards
• 6.3 Setting Up Users
  • 6.3.1 Understanding User Setup
  • 6.3.2 Prerequisite
  • 6.3.3 Forms Used to Set Up Users
  • 6.3.4 Setting Up an Employee as a Service Provider

A JD Edwards EnterpriseOne Resource Assignments Reports

• A.1 JD Edwards EnterpriseOne Resource Assignments Reports: A to Z
• A.2 JD Edwards EnterpriseOne Resource Assignments Selected Reports
  • A.2.1 R48340 - Resource Assignment Detail Report
  • A.2.2 R48341 - Resource Assignment Summary Report
  • A.2.3 Processing Options for Resource Assignment Reports (R48340, R48341)
    • A.2.3.1 Defaults
    • A.2.3.2 Process
  • A.2.4 R48345 — Crew Work Assignment Report
  • A.2.5 Processing Options for Crew Work Assignment Report (R48345)
    • A.2.5.1 Default
    • A.2.5.2 Process
  • A.2.6 R48342 — Crew Schedule Report
  • A.2.7 Processing Options for Crew Schedule Report (R48342)
    • A.2.7.1 Default
    • A.2.7.2 Process
    • A.2.7.3 Print
  • A.2.8 R48327 — Crew Schedule Completion Metrics
  • A.2.9 Processing Options for Crew Schedule Completion Metrics (R48327)
    • A.2.9.1 Default
    • A.2.9.2 Process

Glossary

Index