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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 Work Orders
1.1
JD Edwards EnterpriseOne Work Orders Overview
1.1.1
Mobile Applications for Managing Work Orders (Release 9.1 Update)
1.2
JD Edwards EnterpriseOne Work Orders Integrations
1.2.1
JD Edwards EnterpriseOne Address Book
1.2.2
JD Edwards EnterpriseOne General Accounting
1.2.3
JD Edwards EnterpriseOne Payroll and Human Capital Management
1.2.4
JD Edwards EnterpriseOne Inventory Management
1.2.5
JD Edwards EnterpriseOne Procurement
1.2.6
JD Edwards EnterpriseOne Accounts Payable
1.2.7
JD Edwards EnterpriseOne Capital Asset Management
1.2.8
JD Edwards EnterpriseOne Job Cost
1.2.9
JD Edwards EnterpriseOne Service Billing
1.3
JD Edwards EnterpriseOne Work Orders Implementation
1.3.1
JD Edwards EnterpriseOne Work Orders Global Implementation Steps
1.3.2
Implementation Steps for Work Orders
1.4
Business Interface Integration Objects
2
Understanding Work Orders
2.1
Work Order Management Features
2.1.1
Quick Creation of Work Orders
2.1.2
Approvals for Work Orders
2.1.3
Activity Rules for Work Orders
2.1.3.1
Paperless Processing
2.1.3.2
Quick Location of Work Orders
2.1.3.3
Simple Budget and Estimate Controls
2.1.3.4
Multiple Control Dates
2.1.3.5
Multiple Levels of Responsibility
2.1.3.6
Unlimited Narrative Remarks
2.1.4
Project Setup and Tracking
2.1.5
Project Management Reporting Flexibility
2.2
Work Order Tables
3
Setting Up the Work Order System
3.1
Understanding User-Defined Codes for Work Orders
3.1.1
Type Codes (00/TY)
3.1.2
Priority Codes (00/PR)
3.1.3
Status Codes (00/SS)
3.1.4
Category Code 01 (00/W1)
3.1.5
Category Codes (00/W2 - 00/W0)
3.1.6
Detail Specifications Codes (00/RT)
3.1.7
Work Order Databases (00/WD)
3.2
Setting Up Standard Procedures
3.2.1
Understanding Standard Procedures
3.2.2
Forms Used to Set Up Standard Procedures
3.2.3
Setting Processing Options for Generic Message/Rates Records (P00191)
3.2.3.1
Defaults
3.2.3.2
Display
3.2.4
Defining Standard Procedures for Work Orders
3.3
Setting Up Default Managers and Supervisors
3.3.1
Understanding Default Managers and Supervisors
3.3.2
Prerequisites
3.3.3
Forms Used to Set Up Default Managers and Supervisors
3.3.4
Defining Work Order Default Managers and Supervisors
3.4
Setting Up Activity Rules for Work Orders
3.4.1
Understanding Work Order Activity Rules
3.4.1.1
Activity Rules
3.4.1.2
Approval Routes
3.4.1.3
User Profiles
3.4.2
Forms Used to Set Up Activity Rules for Work Orders
3.4.3
Setting Up Activity Rules
3.4.4
Defining Approval Routes
3.4.5
Setting Processing Options for Distribution List Control (P02150)
3.4.5.1
Defaults
3.4.6
Setting Up User Profiles
3.5
Setting Up Record Type Formats
3.5.1
Understanding Record Type Formats
3.5.2
Forms Used to Set Up Formats for Record Types
3.5.3
Defining Record Type Formats for Work Orders
3.6
Setting Up Supplemental Data for Work Orders
3.6.1
Understanding Supplemental Data
3.6.2
Forms Used to Set Up Supplemental Data for Work Orders
3.6.3
Setting Up Supplemental Data for Work Orders
3.7
Setting Up Accounting Rules for Work Orders
4
Creating Work Orders
4.1
Understanding Work Order Creation
4.1.1
Common Fields Used in this Chapter
4.2
Defining Work Orders
4.2.1
Forms Used to Define Work Orders
4.2.2
Entering Basic Work Order Information
4.2.2.1
General
4.2.2.2
Date/Assignments
4.2.2.3
Classification
4.2.3
Entering Record Type Descriptions
4.2.4
Setting Processing Options for Work With Work Orders (P48201)
4.2.4.1
Defaults
4.2.4.2
Categories
4.2.4.3
Versions
4.2.4.4
WO Entry
4.2.4.5
Process
4.2.5
Adding Supplemental Data
4.2.6
Setting Processing Options for Supplemental Data (P00092)
4.2.6.1
Processing
4.2.7
Reviewing Supplemental Data by Type
4.2.8
Setting Processing Options for Inquiry by Data Type (P480210)
4.2.8.1
Display options
4.2.9
Reviewing Supplemental Data by Work Order
4.2.10
Setting Processing Options for Work With Supplemental Data (P480200)
4.2.10.1
Defaults
4.2.10.2
Defaults (Cont.)
4.3
Copying Parent Work Orders
4.3.1
Understanding Work Order Copying
4.3.2
Forms Used to Copy Parent Work Orders
4.3.3
Copying Work Orders
4.3.4
Updating Copied Work Orders
4.4
Creating Work Orders for a Project
4.4.1
Understanding Project Work Orders
4.4.2
Form Used to Create Work Orders for a Project
4.4.3
Creating Project Work Orders
4.4.4
Setting Processing Options for Project Setup (P48015)
4.4.4.1
Processing
4.4.4.2
Program
5
Processing Work Orders
5.1
Understanding Work Order Processing
5.2
Finding Work Orders
5.2.1
Understanding How to Find Work Orders
5.2.2
Prerequisites to Finding Work Orders
5.2.3
Form Used to Locate Work Orders
5.3
Approving Work Orders
5.3.1
Understanding Work Order Approval
5.3.2
Prerequisites for Work Order Approval
5.3.3
Forms Used to Approve Work Orders
5.3.4
Reviewing Work Order History
5.4
Revising Work Orders
5.4.1
Understanding Work Order Revision
5.4.2
Form Used to Revise Work Orders
5.4.3
Revising Work Orders
5.5
Printing Work Orders
5.5.1
Forms Used to Print Work Orders
5.5.2
Printing a Single Work Order
5.6
Processing Work Order Charges
5.6.1
Understanding Work Order Charges
5.6.1.1
Work Order Charges
5.6.1.2
Cross-System Functionality
5.6.1.3
Speed Code Entry
5.6.1.4
Reviewing Charges by Work Order
5.6.2
Forms Used to Work with Charges to Work Orders
5.6.3
Adding Charges to Work Orders
5.6.4
Reviewing Charges by Job or Business Unit
5.6.5
Reviewing Charges by Work Order
5.6.6
Setting Processing Options for Work Order Cost (P48211)
5.6.6.1
Defaults
5.6.6.2
Versions
6
Using the Work Order Mass Update Process
6.1
Understanding Work Order Mass Updates
6.1.1
Setup That Affects Work Order Mass Updates
6.1.2
Other Applications that Affect Work Order Mass Update Processing
6.1.3
Alternate Tax Rate/Area Assignment Functionality in Work Order Mass Updates (Release 9.1 Update)
6.1.4
Work Order Mass Update Process Flow
6.2
Understanding the Safety Features for Work Order Mass Updates
6.3
Creating a Work Order Mass Update Template (Optional)
6.3.1
Understanding Work Order Mass Update Templates
6.3.1.1
Hiding Tabs and Locking Fields
6.3.1.2
Unsupported Fields by Work Order Type
6.3.2
Forms Used to Create a Work Order Mass Update Template
6.3.3
Creating Work Order Mass Update Templates
6.3.3.1
Planning
6.3.3.2
People
6.3.3.3
Order Detail
6.3.3.4
Cat Codes
6.3.3.5
Classification
6.3.3.6
Accounting
6.4
Searching for and Selecting Multiple Work Orders to Update
6.4.1
Understanding the Search Function for Work Order Mass Updates
6.4.2
Prerequisite
6.4.3
Forms Used to Search for Multiple Work Orders to Update
6.4.4
Setting Processing Options for Work Order Mass Updates (P48714)
6.4.4.1
Process
6.4.5
Setting Processing Options for Search for Work Orders (P48022)
6.4.5.1
Process
6.4.5.2
Defaults
6.4.5.3
Versions
6.4.6
Searching For and Selecting Multiple Work Orders to Update
6.4.6.1
General Tab
6.4.6.2
People Tab
6.4.6.3
Dates
6.4.6.4
Category Codes
6.4.6.5
Status
6.4.6.6
Order Definition
6.4.6.7
Property
6.5
Working with Draft and Final Work Order Mass Updates
6.5.1
Understanding the Draft Update Mode for Work Order Mass Updates
6.5.1.1
Process Flow for the Draft Update Mode
6.5.1.2
Tabs, Fields, Sections, and Grid Rows
6.5.1.3
Button Functions
6.5.1.4
Previewing Updates
6.5.1.5
Work Order Mass Update Report
6.5.1.6
Errors and Warnings
6.5.2
Understanding the Work Order Mass Update Batch Program (R48714)
6.5.3
Form Used to Preview and Modify Values for Work Order Mass Updates
6.5.4
Previewing and Modifying Potential Work Order Mass Update Values
6.5.4.1
Status Change Values
6.5.5
Committing Draft Work Order Updates to the Database
7
Performing Global Updates
7.1
Updating Phase and Equipment Numbers
7.1.1
Understanding Updates for Phase and Equipment Numbers
7.1.2
Prerequisites
7.1.3
Running the Update Phase/Equip No. in G/L Program
7.2
Purging Closed Work Orders
7.2.1
Understanding Work Order Purges
7.2.2
Running the Work Order Purge Program
8
Understanding Workflow for Work Orders
8.1
Understanding Workflow Management
8.2
Understanding Workflow Processes
8.2.1
Workflow Routes
8.2.2
Workflow Processing Rules
8.2.3
Workflow Activities
8.2.4
Primary Data Structures
8.2.5
Attribute Data Structures
A
Delivered Workflow for JD Edwards EnterpriseOne Work Orders
A.1
Delivered Workflow for JD Edwards EnterpriseOne Work Orders
A.1.1
Work Order Activity Rules
A.1.1.1
Description
A.1.1.2
Workflow Objects
B
JD Edwards EnterpriseOne Work Orders Reports
B.1
Understanding Work Order Reports
B.2
Work Order Reports: A to Z
B.3
Selected Work Order Reports
B.3.1
R48492 - Printing the Detailed Task Description
B.3.2
R48495 - Printing the Project Status Summary
B.3.3
Processing Options for Print Project Status Summary (R48495)
B.3.3.1
Print
B.3.4
R48496 - Printing the Work Order Summary Report
B.3.5
Processing Options for Work Order Summary Print (R48496)
B.3.5.1
Print
B.3.5.2
Defaults
B.3.6
R48497 - Print Cost Summary Reports
B.3.7
Processing Options for Print Work Order Cost Summary (R48497)
B.3.7.1
Process
B.3.7.2
Defaults
B.3.8
R48498 - Printing the Cost Detail Report
B.3.9
Processing Options for Print Work Order Cost Detail (R48498)
B.3.9.1
Process
B.3.9.2
Defaults
Glossary
Index
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