This chapter contains the following topics:
The work order mass update process enables you to select and modify multiple work orders at one time. You can use the mass update process for tenant work orders that have a work order type of 10 (tenant) from the Order Type (48/OT) UDC table.
Use the Search for Work Orders program (P48022) to search for and select work orders to modify, and then use the Work Order Mass Update program (P48714) to enter the new values to apply to the selected work orders. Alternatively, you can set up templates in the Work Order Mass Update Template program (P48710) to specify default values for the fields that you want to update. After you enter the new values, you run the Work Order Mass Update batch program (R48714) in draft mode, verify the changes, and then run the R48714 program in final mode to commit the changes to the database.
Links to the Work Order Mass Update Template program and the Search for Work Orders program appear on the Tenant Work Orders menu (G1516). You access the Work Order Mass Update interactive program from the Search for Work Orders program, and access the Work Order Mass Update batch program from the Work Order Mass Update interactive program.
You can also access the Search for Work Orders program using an option on the Form menu in the Work With Work Orders program (P48201). The system launches the version of the Search for Work Orders program that you specify in the Work Order Mass Update (P48022) Version processing option in the Work With Work Orders program.
Before you use the work order mass update process, you should set up versions and processing options for the programs used by the process. In addition to the processing options for the Search for Work Orders and Work Order Mass Update programs, the system uses some processing options from the versions of real estate work order management programs that you specify.
This table lists the programs for which you should set up processing options, and describes the processing options from the real estate work order management programs that are used in the work order mass update process.
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Note: This table lists only the programs that have processing options that affect how work orders are processed in the work order mass update process. Set up and specify versions of other applications if you do not want to use default versions. You specify the versions to use in the processing options of the Search for Work Orders program. |
| Program | Processing Options |
|---|---|
| Search for Work Orders (P48022) | You specify the version of this program to use in a processing option in the Work With Work Orders (P48201) program.
The Search for Work Orders program includes processing options in which you specify the versions of the programs to use when you use Form and Row menu options. You must set up versions of those programs if you want to use a version other than the default version noted in the processing option description. |
| Work Order Mass Update (P48714) | You specify the version of this program to use in the Search for Work Orders program. |
| Tenant Work Order Entry (P15248) | To use a specific version of this program, in the Search for Work Orders program:
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| Work With Work Orders (P48201) | You can access the work order mass update programs from an option on the Form menu in the Work With Work Orders program.
Set the Work Order Mass Update (P48022) Version processing option in the Work With Work Orders program to use the appropriate version. |
You can use the work order mass update process to update manufacturing, tenant, service, and equipment work orders. When working with tenant work orders, you should note the following:
Some options available in the work order mass update process are available for only specific work order types.
Some actions that you can perform when working with individual tenant work orders are not supported when you work with multiple tenant work orders.
Some processing options that you set up in the version of the Tenant Work Order Entry program (P15248) that you use when working with work order mass updates affect the processing of the work order mass updates.
This table lists the functions that are specific to working with tenant work orders, the functions that are not supported when you work with multiple tenant work orders, and the processing logic in the Tenant Work Order Entry program that affects work order mass updates for tenant work orders.
| Function | Description |
|---|---|
| Field updates | Some fields that appear in tenant work orders are not editable when you work with multiple work orders. |
| Field-level validations | The system uses the same field-level validations for work order mass updates as it uses when you update single work orders. For example, the system retrieves and updates the currency code from the new building when you change the building and currency processing is on. |
| Validate Tenant Against Lease Master processing option | If this processing option is set to validate the tenant against the lease master and the validation fails after you change the value in the Customer field on the Work Order Mass Update form, the system issues an error message and does not process the work order update. |
| Validate Unit Against Lease Master processing option | If this processing option is set to validate the unit against the lease master and the validation fails after you change the value in the Building field on the Work Order Mass Update form, the system issues an error message and does not process the work order update. |
This section provides an overview of tenant work orders and discusses how to:
Set processing options for Tenant Work Order Entry (P48201).
Enter tenant work orders.
Use various tenant work order programs in the JD Edwards EnterpriseOne Real Estate Management system to enter work orders for managing leasehold improvements as requested by tenants. These tenant work orders identify lease, building, and unit information that is necessary for tracking the completion of tasks. Billable costs in the general ledger, which reference the tenant work order as the subledger, can be processed to accounts receivable through the JD Edwards EnterpriseOne Service Billing system from Oracle.
Use the Tenant Work Order Entry program (P48201) to enter tenant work orders, compare completion to a projected schedule, and track task completion. You must use the Document Type Maintenance program (P40040) to set up the document type for tenant work orders in UDC (user-defined code) table 00/DT.
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See Also:
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| Form Name | FormID | Navigation | Usage |
|---|---|---|---|
| Work With Work Orders | W48201F | Tenant Work Orders (G1516), Tenant Work Order Entry | Review and select work orders. |
| Work Order Revisions | W15248A | On the Work With Work Orders form, click Add. | Enter tenant work orders. |
Processing options enable you to specify the default processing for programs and reports.
The system uses the value from the following processing options to search for work orders.
Specify a user-defined code from UDC table 00/SS that identifies the beginning status code for a range of work orders.
Specify a user-defined code from UDC table 00/SS that identifies the ending status code for a range of work orders.
Specify a user-defined code from UDC table 00/TY that identifies the classification of work orders or engineering change orders.
Specify a user-defined code from UDC table 00/DT that identifies the document type.
Specify the business unit or job that the system uses to search for work orders.
Specify whether the system displays model work orders. Values are:
Blank: Do not display.
1: Display.
Specify the originator of the work order.
Specify the customer of the work order.
Specify the manager of the work order
Specify the supervisor of the work order.
Specify a user-defined code from UDC table 00/W1 that identifies the current stage or phase of development for work orders that the system uses to search for work orders.
Specify the type or category of work orders that the system uses to search for work orders. Enter a value from UDC table 00/W2 or UDC table 00/W3 through UDC table 00/W0.
Specify the version of the R17714 program to use when printing work orders. If you leave this processing option blank, the system uses the XJDE0001 version.
Specify which version of the R48425 program to use when printing work orders. If you leave this processing option blank, the system uses the XJDE0001 version.
Specify the version of the R48415 program to use when printing project work orders. If you leave this processing option blank, the system uses the XJDE0001 version.
Specify the version of the R15448 program to use when printing tenant work orders. If you leave this processing option blank, the system uses the XJDE0001 version.
Specify the version of the P12071 program to use. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the P17730 program to use. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the P17732 program to use. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the P31113 program to use. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the P311221 program to use. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the P40051 program to use. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the P4310 program to use. If you leave this processing option blank, the system uses the ZJDE0011 version.
Specify the version of the P400511 program to use. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the P17717 program to use. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of P051121 program to use. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the P17766 program to use. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the P17767 program to use. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the R1776 program to use to generate a supplier recovery claim from a work order. If you leave this processing option blank, the system uses the XJDE0001 version.
Specify the version of the P1307 program to use. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the P13220 program to use. If you leave this processing option blank, the system uses the XJDE0001 version.
Specify the version of the P48211 program to use when you review the cost of an order. If you leave this processing option blank, the system uses the XJDE0001 version.
Specify the version of the P48331 program to use. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the P01015 program to use. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify the version of the P17012S program to use. If you leave this processing option blank, the system uses version ZJDE0001.
Specify which program the system uses for work order entry and printing when you create or select a work order. Values are:
1: Work Order Revisions (P17714).
2: Project Task Details (P48014).
3: Tenant Work Order Entry (P15248).
Specify the version for the selected work order entry program. If you leave this processing option blank, the system uses the ZJDE0001 version.
Specify whether the system applies a contrasting color to the Priority field within the detail area. Values are:
Blank: Do not apply.
1: Apply.
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Note: Colors for the Priority field are hard-coded by the Special Handling field in UDC table 00/PR. |
Specify whether the system activates customer self-service functionality. Values are:
Blank: Do not activate.
1: Activate customer self-service functionality for Java from Sun Microsystems, Inc. and HTML.
2: Activate customer self-service functionality for Microsoft Windows.
Access the Work Order Revisions form.
Enter the work order number. If you leave this field blank, the system assigns the order number from the Next Numbers Revisions program (P0002).
Enter a brief description to explain the status of the work order.
Enter the alphanumeric value used as a cross-reference or secondary reference number. Typically, this value is the customer number, supplier number, or job number.
Enter a user-defined code from UDC table 00/SS that describes the status of a work order, rate schedule, or engineering change order. Any status change from 90 through 99 triggers the system to automatically update the completion date.
Enter a user-defined code from UDC table 00/TY that indicates the classification of a work order or engineering change order.
You can use work order type as a selection criterion for work order approvals.
Enter a user-defined code from UDC table 00/PR that indicates the relative priority of a work order or engineering change order in relation to other orders.
You can set the Priority to enter a default value for this field. You can either accept or override the default value.
Enter a user-defined code from UDC table 48/SN that is assigned to a standard note, message, or general narrative explanation. You can use this code to add instructional information to a work order. You set up codes for this field in the Generic Message/Rate Types table (F00191).
Enter a user-defined code from UDC table 00/WM that indicates a change in the status of a work order. The system indicates a changed work order with an asterisk in the appropriate report or inquiry form field. The system highlights the flash message in the Description field of the work order.
Enter the number that identifies the parent work order. You can use this number to group work orders for project setup and reporting, or you can enter default values, such as Type, Priority, Status, and Manager, for new work orders.
Enter the business unit that identifies the building or property.
Enter the cost code. A subset of an object account. Subsidiary accounts include detailed records of the accounting activity for an object account.
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Note: If you are using a flexible chart of accounts and the object account is set to six digits, you must use all six digits. For example, entering 000456 is not the same as entering 456 because, if you enter 456, the system enters three blank spaces to fill a six-digit object. |
Enter the estimated hours that are budgeted for this work order.
Enter the estimated monetary amount that is budgeted for this work order.
Enter the date that the work order or engineering change order is planned to be completed.
Enter the date the person responsible for the work order receives the work order.
Enter the start date for the order. You can enter this date manually, or have the system calculate it using a backscheduling routine. The routine starts with the required date and offsets the total lead time to calculate the appropriate start date.
Enter the date that an order was entered into the system. This date determines which effective level the system uses for inventory pricing.
Enter the address book number of the person who originated the change request.
Enter the address book number of the supervisor.
Enter the address book number of the company or person named as the lessee or lessor on the lease.
The system completes this field with the tenant specified on the lease.
Enter the address book number of the person responsible for managing the lease. This may or may not be the same as the tenant.
Enter a user-defined code from UDC table 00/W1 that indicates the current stage or phase of development for a work order. You can assign a work order to only one phase code at a time.
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Note: Certain forms contain a processing option that allows you to enter a default value for this field. If you enter a default value on a form for which you have set this processing option, the system displays the value in the appropriate fields on any work orders that you create. The system also displays the value on the Project Setup form. You can either accept or override the default value. |
Enter a user-defined code from UDC table 00/W2 that indicates the type or category of a work order.
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Note: A processing option for some forms lets you enter a default value for this field. The system enters the default value automatically in the appropriate fields on any work orders that you create on those forms and on the Project Setup form. You can either accept or override the default value. |
This section provides an overview of work order costs and discusses how to:
Set processing options for Tenant Work Order Cost Inquiry (P15249).
Review costs charged to work orders.
After you enter work orders, you can review accumulated costs charged to a work order in the Tenant Work Order Cost Inquiry program (P15249). You can also use this program to review detailed cost transactions and totals for actual and estimated amounts for the selected work orders.
| Form Name | FormID | Navigation | Usage |
|---|---|---|---|
| Work With Work Order Cost (the summary form) | W15249A | Tenant Work Orders (G1516), Tenant Work Order Cost Inquiry | Review costs charged to work orders. |
| Work With Work Order Cost (the detail form) | W48211A | On the Work With Work Orders Cost form, select a work order and select Order Cost from the Row menu. | Review detailed cost transactions and totals for actual and estimated amounts for the selected work orders. |
Processing options enable you to specify the default processing for programs and reports.
If you leave either of these processing options blank, the system uses version ZJDE0001.
Specify the version of the P15248 program to use when you access it from the Row menu.
Specify the version of the P48211 program to use when you access it from the Form menu.
Access the Work With Order Cost form. (summary)
Enter a user-defined code from UDC table 09/LT that specifies the type of ledger, such as AA (Actual Amounts), BA (Budget Amount), or AU (Actual Units). You can set up multiple, concurrent accounting ledgers within the general ledger to establish an audit trail for all transactions.
If you select this check box, the system includes inactive work orders in the grid. Active/Inactive refers to the status of the work order. A work order is inactive if an × appears in the first character of the Description 2 field of the status code.
Enter the from and through dates. You can use the date range fields to limit to a specific range the display of actual costs from the posted and unposted transactions in the Account Ledger table (F0911). The F0911 table provides the hour and amount totals for actual costs for both posted and unposted transactions.