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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 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
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