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Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Products
Documentation Accessibility
Related Documents
Conventions
1
Introduction to JD Edwards EnterpriseOne Mobile Enterprise Applications
1.1
Prerequisite
1.2
Understanding Mobile Enterprise Application Basics
1.2.1
Supported Devices and Minimum Technical Requirements
1.2.2
Languages in Mobile Applications
1.2.2.1
Language Support for Business Unit and Branch Plant Searches
1.3
Understanding Mobile Enterprise Application User Interfaces
2
Versioning Mobile Applications
2.1
Understanding Version Information for Mobile Enterprise Applications
2.2
Setting Up Version Information for Mobile Enterprise Applications
2.2.1
Forms Used to Set Up Version Information for Mobile Enterprise Applications
2.2.2
Setting Up Version Information for Mobile Enterprise Applications
3
Logging Into Mobile Enterprise Applications
3.1
Overview of Mobile Application Log In
3.1.1
Using the Single Sign On Login Option
3.1.2
Logging In When In Disconnected Mode (Release 9.1 Update)
3.2
Logging Into Mobile Enterprise Applications
3.3
Changing the Server Location URL
4
Understanding Mobile Barcode Scanning
4.1
Barcode Scanning Overview
4.2
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes
4.3
Mobile Applications that Support Barcode Scanning
Part I Asset Lifecycle Management
5
Create Equipment Work Orders Mobile Application
5.1
Create Equipment Work Orders Mobile Application Overview
5.1.1
Differences and Limitations: Create Equipment Work Orders
5.2
Setting Up the Create Equipment Work Orders Mobile Application
5.2.1
Setting Processing Options for the Create Equipment Work Orders Mobile Tablet Application (M177142)
5.2.1.1
Versions
5.2.2
Set Processing Options for the Work Order Revisions Program (P17714)
5.2.3
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
5.3
Using the Create Equipment Work Orders Mobile Tablet Application (M177142)
5.3.1
Entering Work Orders Using a Mobile Tablet Application (M177142)
5.3.2
Reviewing and Updating Work Orders By Using a Mobile Tablet Application
6
Equipment Work Order Time Entry Mobile Applications
6.1
Equipment Work Order Time Entry Mobile Applications Overview
6.1.1
Differences and Limitations: Equipment Work Order Time Entry
6.2
Setting Up the Equipment Work Order Time Entry Mobile Applications
6.2.1
Setting Processing Options for the Equipment Work Order Time Entry Mobile Tablet Application (M0511211)
6.2.1.1
Versions
6.2.2
Setting Processing Options for the Equipment Work Order Time Entry Mobile Smartphone Application (M0511212)
6.2.2.1
Versions
6.2.3
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
6.3
Using the Equipment Work Order Time Entry Mobile Tablet Application (M0511211)
6.3.1
Reviewing and Updating Equipment Work Order Time Entries Using a Mobile Tablet Application
6.3.2
Entering Equipment Work Order Timecards Using a Mobile Tablet Application
6.4
Using the Equipment Work Order Time Entry Mobile Smartphone Application
6.4.1
Reviewing and Updating Equipment Work Order Time Entries Using a Mobile Smartphone Application
6.4.2
Entering Equipment Work Order Time Entry Using a Mobile Smartphone Application
7
Condition-Based Maintenance Mobile Applications
7.1
Condition-Based Maintenance Mobile Applications Overview
7.1.1
Differences and Limitations: Condition-Based Maintenance
7.2
Setting Up the Condition-Based Maintenance Mobile Applications
7.2.1
Setting Processing Options for the Condition-Based Maintenance Mobile Tablet Application (M13101)
7.2.1.1
Versions
7.2.2
Setting Processing Options for the Condition-Based Maintenance Mobile Smartphone Application (M13102)
7.2.2.1
Versions
7.2.3
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
7.3
Using the Condition-Based Maintenance Mobile Tablet Application
7.3.1
Reviewing and Updating Condition-Based Alerts Using a Mobile Tablet
7.3.2
Adding Condition-Based Alerts Using ta Mobile Tablet
7.4
Using the Condition-Based Maintenance Mobile Smartphone Application
7.4.1
Reviewing and Updating Condition-Based Alerts Using a Mobile Smartphone
7.4.2
Adding Condition-Based Alerts Using a Mobile Smartphone
8
Manage Equipment Mobile Applications
8.1
Manage Equipment Mobile Applications Overview
8.1.1
Differences and Limitations: Equipment Search Results
8.2
Using the Manage Equipment Mobile Tablet Application
8.2.1
Setting Processing Options for the Manage Equipment Mobile Tablet Program (M13040)
8.2.1.1
Versions
8.2.2
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
8.2.3
Reviewing Equipment Details Using the Manage Equipment Mobile Tablet Application
8.3
Using the Manage Equipment Mobile Smartphone Application
8.3.1
Reviewing Equipment Details Using the Equipment Mobile Smartphone Application
9
Manage My Work Orders Mobile Applications
9.1
Manage My Work Orders Mobile Applications Overview
9.1.1
Disconnected Updates - Manage My Work Orders Tablet and Smartphone (Release 9.1 Update)
9.1.2
Barcode Scanning (Release 9.1 Update)
9.2
Setting Up the Manage My Work Orders Mobile Applications
9.2.1
Setting Processing Options for the Manage My Work Orders Mobile Tablet Applications (M17020 and M17026)
9.2.1.1
Versions
9.2.2
Setting Processing Option for the Manage My Work Orders Mobile Smartphone Applications (M17010 and M17016)
9.2.2.1
Versions
9.2.3
Setting Up Processing Options of the Field Service Inquiry Program (P48100) and Work Order Inventory Issues Program (P31113)
9.2.4
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
9.3
Using the Manage My Work Orders Mobile Tablet Application (M17020)
9.3.1
Managing Work Orders Using a Mobile Tablet Application (M17020)
9.4
Using the Manage My Work Orders Disconnected Mobile Tablet Application (M17026)
9.4.1
Managing Work Orders Using a Mobile Tablet Disconnected Application (M17026)
9.5
Using the Manage My Work Orders Mobile Smartphone Application (M17010)
9.5.1
Managing Work Orders Using a Mobile Smartphone Application (M17010)
9.6
Using the Manage My Work Orders Disconnected Mobile Smartphone Application (M17016)
9.6.1
Managing Work Orders Using a Mobile Smartphone Disconnected Application (M17016)
10
Meter Reading Mobile Applications
10.1
Meter Reading Mobile Applications Overview
10.1.1
Differences and Limitations: Meter Reading Results
10.2
Setting Up the Meter Reading Tablet Application
10.2.1
Setting Processing Options for the Meter Reading for Tablet Application (M12120U1)
10.2.1.1
Defaults
10.2.1.2
Edits
10.3
Using the Meter Reading Mobile Tablet Application
10.3.1
Updating Meter Readings Using the Meter Reading Mobile Tablet Application
11
Review Team Work Orders Mobile Applications
11.1
Review Team Work Orders Mobile Applications Overview
11.2
Setting Up the Review Team Work Orders Mobile Applications
11.2.1
Setting Processing Options for the Review Team Work Orders Mobile Tablet Application (M17040)
11.2.1.1
Versions
11.2.2
Setting Processing Options for the Review Team Work Orders Mobile Smartphone Application (M17042)
11.2.2.1
Versions
11.3
Using the Review Team Work Orders Mobile Tablet Application (M17040)
11.3.1
Managing Team Work Orders Using a Mobile Tablet Application (M17040)
11.4
Using the Manage Work Orders Mobile Smartphone Application (M17042)
11.4.1
Managing Work Orders Using a Mobile Smartphone Application (M17042)
Part II Customer Relationship Management
12
Create Service Orders Mobile Application
12.1
Create Service Orders Mobile Application Overview
12.1.1
Differences and Limitations: Create Service Orders
12.2
Setting Up the Create Service Orders Mobile Tablet Application
12.2.1
Setting Processing Options for the Service WO Tablet Program (M177141)
12.2.1.1
Versions
12.2.2
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
12.3
Using the Create Service Orders Mobile Tablet Application
12.3.1
Adding Work Orders Using the Create Service Orders Mobile Tablet Application
12.3.2
Reviewing or Modifying Work Orders Using the Create Service Orders Mobile Tablet Application
13
Manage Cases Mobile Application
13.1
Manage Cases Mobile Application Overview
13.1.1
Differences and Limitations: Manage Cases
13.2
Setting Up the Manage Cases Mobile Smartphone Application (M17510E)
13.2.1
Setting Processing Option for the Manage Cases Mobile Smartphone Application (M17510E)
13.2.1.1
Versions
13.2.2
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
13.3
Using the Manage Cases Mobile Smartphone Application (M17510E)
13.3.1
Reviewing and Updating Cases By Using a Mobile Smartphone Application
14
Manage Customer Equipment Mobile Applications
14.1
Manage Customer Equipment Mobile Applications Overview
14.1.1
Differences and Limitations: Equipment Search Results
14.2
Setting Up the Manage Customer Equipment Mobile Application
14.2.1
Setting Processing Options for the Service Equipment Mobile Tablet Application (M17060)
14.2.1.1
Versions
14.2.2
Setting Processing Options for the Service Equipment Mobile Smartphone Application (M17061)
14.2.2.1
Versions
14.2.3
Setting Processing Options for the Equipment Proximity Program (P1731P)
14.2.3.1
Default
14.2.3.2
Versions
14.2.4
Setting User Preferences for the Manage Customer Equipment Mobile Applications
14.2.5
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
14.3
Using the Manage Customer Equipment Mobile Tablet Application
14.3.1
Reviewing Equipment Details Using the Manage Customer Equipment Mobile Tablet Application
14.3.2
Searching for Equipment within a User-Defined Proximity Using the Manage Customer Equipment Mobile Tablet Application (Release 9.1 Update)
14.4
Using the Manage Customer Equipment Mobile Smartphone Application
14.4.1
Reviewing Equipment Details Using the Equipment Mobile Smartphone Application
14.4.2
Searching for Equipment within a User-Defined Proximity Using the Manage Customer Equipment Mobile Smartphone Application (Release 9.1 Update)
15
Manage My Service Orders Mobile Applications
15.1
Manage My Service Orders Mobile Applications Overview
15.1.1
Differences and Limitations: Manage My Service Orders
15.2
Setting Up the Manage My Service Orders Mobile Applications
15.2.1
Setting Processing Options for the Manage My Service Orders Mobile Tablet Application (M17031)
15.2.1.1
Versions
15.2.2
Setting Processing Option for the Manage My Service Orders Mobile Smartphone Application (M17030)
15.2.2.1
Versions
15.3
Using the Manage My Service Orders Mobile Tablet Application (M17031)
15.3.1
Managing Service Orders Using a Mobile Tablet Application (M17031)
15.4
Using the Manage My Service Orders Mobile Smartphone Application (M17030)
15.4.1
Managing Service Orders Using a Mobile Smartphone Application (M17030)
16
Quick Case Entry Mobile Application
16.1
Quick Case Entry Mobile Application Overview
16.1.1
Differences and Limitations: Quick Case Entry
16.2
Setting Up the Quick Case Entry Mobile Smartphone Application (M17500E)
16.2.1
Setting Processing Option for the Quick Case Entry Mobile Smartphone Application (M17500E)
16.2.1.1
Versions
16.2.2
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
16.3
Using the Quick Case Entry Mobile Smartphone Application (M17500E)
16.3.1
Entering Cases Using a Mobile Smartphone Application
16.3.2
Reviewing Cases Using a Mobile Smartphone Application
17
Review Cases Mobile Application
17.1
Review Cases Mobile Application Overview
17.1.1
Differences and Limitations: Review Cases
17.2
Setting Up the Review Cases Mobile Application
17.2.1
Setting Processing Options for the Review Cases Mobile Tablet Application (M17500)
17.2.1.1
Versions
17.3
Using the Review Cases Mobile Tablet Application (M17500)
17.3.1
Reviewing Cases Using a Mobile Tablet Application (M17500)
18
Review Team Service Orders Mobile Applications
18.1
Review Team Service Orders Mobile Applications Overview
18.1.1
Differences and Limitations: Equipment Search Results
18.2
Setting Up the Review Team Service Orders Mobile Applications
18.2.1
Setting Processing Options for the Review Team Service Orders Mobile Tablet Application (M17043)
18.2.1.1
Versions
18.2.2
Setting Processing Option for the Review Team Service Orders Mobile Smartphone Application (M17044)
18.2.2.1
Versions
18.3
Using the Review Team Service Orders Mobile Tablet Application (M17043)
18.3.1
Reviewing and Updating Team Service Orders Using Mobile Tablet Application (M17043)
18.4
Using the Review Team Service Orders Mobile Smartphone Application (M17044)
18.4.1
Reviewing Team Service Orders Using Mobile Smartphone Application (M17044)
19
Service Order Time Entry Mobile Applications
19.1
Service Order Time Entry Mobile Applications Overview
19.1.1
Differences and Limitations: Service Order Time Entry
19.2
Setting Up the Service Order Time Entry Mobile Applications
19.2.1
Setting Processing Options for the Service Order Time Entry Mobile Tablet Application (M3112211)
19.2.1.1
Versions
19.2.2
Setting Processing Options for the Service Order Time Entry Mobile Smartphone Application (M3112212)
19.2.2.1
Versions
19.2.3
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
19.3
Using the Service Order Time Entry Mobile Tablet Application (M3112211)
19.3.1
Reviewing and Updating Service Order Time Entries Using a Mobile Tablet Application
19.3.2
Entering Service Order Timecards Using a Mobile Tablet Application
19.4
Using the Service Order Time Entry Mobile Smartphone Application (M3112212)
19.4.1
Reviewing and Updating Service Order Time Entries Using a Mobile Smartphone Application
19.4.2
Entering Service Order Time Entry Using a Mobile Smartphone Application
Part III Financial Management Solutions
20
Contact Customer Mobile Applications
20.1
Contact Customer Mobile Applications Overview
20.1.1
Differences and Limitations: Contact Customer
20.2
Setting Up the Contact Customer Mobile Applications
20.2.1
Setting Processing Options for the Mobile Contact Customer - Tablet Application (M030010)
20.2.1.1
Versions
20.2.1.2
Category Codes
20.2.2
Setting Processing Options for the Mobile Contact Customer - Phone Application (M03015)
20.2.2.1
Versions
20.2.3
Setting User Preferences for the Contact Customer Mobile Applications
20.2.3.1
Setting User Preferences for Using Proximity Information for Customer Search (Release 9.1 Update)
20.3
Using the Contact Customer Mobile Tablet Application
20.3.1
Using the Contact Customer Mobile Tablet Application
20.3.2
Searching for Customers within a User-Defined Proximity Using the Contact Customer Mobile Tablet Application (Release 9.1 Update)
20.4
Using the Contact Customer Mobile Smartphone Application
20.4.1
Using the Contact Customer Mobile Smartphone Application
20.4.2
Searching for Customers within a User-Defined Proximity Using the Contact Customer Mobile Smartphone Application (Release 9.1 Update)
21
Contact Supplier Mobile Application
21.1
Contact Supplier Mobile Applications Overview
21.1.1
Differences and Limitations: Contact Supplier
21.2
Setting Up the Contact Supplier Mobile Application
21.2.1
Setting Processing Options for the Mobile Contact Supplier - Phone Application (M010010)
21.2.1.1
Versions
21.2.2
Setting User Preferences for the Contact Supplier Mobile Application
21.3
Using the Contact Supplier Mobile Smartphone Application
21.3.1
Using the Contact Supplier Mobile Smartphone Application
22
Customer Account Overview Mobile Applications
22.1
Customer Account Overview Mobile Applications Overview
22.1.1
Differences and Limitations: Customer Account Overview
22.2
Setting Up the Customer Account Overview Mobile Applications
22.2.1
Setting Processing Options for the Mobile Customer Account Overview - Tablet Application (M03B230)
22.2.1.1
Versions
22.2.2
Setting Processing Options for the Mobile Customer Account Overview - Phone Application (M03B231)
22.2.2.1
Versions
22.2.3
Setting Up User Preferences for Customer Account Overview Mobile Applications
22.3
Using the Customer Account Overview Mobile Tablet Application
22.3.1
Reviewing Customer Account Data on a Mobile Tablet
22.4
Using the Customer Account Overview Mobile Smartphone Application
22.4.1
Reviewing Customer Account Data on a Smartphone
23
Expense Approval Mobile Applications
23.1
Expense Approval Mobile Applications Overview
23.1.1
Differences and Limitations: Expense Approval Mobile Applications
23.2
Setting Up the Expense Approval Mobile Applications
23.2.1
Setting Processing Options for the Mobile Expense Approval - Tablet Application (M09E001)
23.2.1.1
Versions
23.2.2
Setting Processing Options for the Mobile Expense Approval - Phone Application (M09E010)
23.2.2.1
Versions
23.3
Using the Expense Approval Mobile Applications
23.3.1
Approving and Rejecting Expense Reports Using the Mobile Expense Approval Tablet Application
23.3.2
Approving and Rejecting Expense Reports Using the Mobile Expense Approval Smartphone Application
24
Expense Entry Mobile Applications
24.1
Expense Entry Mobile Applications Overview
24.1.1
Differences and Limitations: Expense Entry Mobile Applications
24.2
Setting Up the Expense Entry Mobile Applications
24.2.1
Setting Processing Options for the Mobile Expense Entry - Tablet Program (M09E020)
24.2.1.1
Versions
24.2.2
Setting Processing Options for the Mobile Expense Entry - Phone Program (M09E021)
24.2.2.1
Versions
24.3
Using the Expense Entry Mobile Tablet Application
24.3.1
Entering an Expense Report Using the Mobile Expense Entry Tablet Application
24.3.2
Entering a Split Receipt Expense Using the Mobile Expense Entry Tablet Application
24.3.3
Entering a Summary Expense Using the Mobile Expense Entry Tablet Application
24.3.4
Entering Credit Card Expenses Using the Mobile Expense Entry Tablet Application
24.3.5
Reviewing, Editing and Submitting Expense Reports Using the Mobile Expense Entry Tablet Application
24.4
Using the Expense Entry Mobile Smartphone Application
24.4.1
Entering a Basic Expense Report Using the Mobile Expense Entry Smartphone Application
24.4.2
Entering a Split Receipt Expense Using the Mobile Expense Entry Smartphone Application
24.4.3
Entering a Summary Expense Using the Mobile Expense Entry Smartphone Application (Release 9.1 Update)
24.4.4
Entering Credit Card Expenses Using the Mobile Expense Entry Smartphone Application (Release 9.1 Update)
24.4.5
Reviewing, Editing, and Submitting Expense Reports Using the Mobile Expense Entry Smartphone Application
25
G/L Batch Approvals Mobile Applications
25.1
G/L Batch Approvals Mobile Applications Overview
25.1.1
Differences and Limitations: G/L Batch Approvals
25.2
Setting Up the G/L Batch Approvals Mobile Applications
25.2.1
Setting Processing Options for the G/L Batch Approvals Tablet Application (M09011)
25.2.1.1
Versions
25.2.2
Setting Processing Options for the G/L Batch Approvals Smartphone Application (M09012)
25.2.2.1
Versions
25.3
Using the G/L Batch Approvals Mobile Tablet Application
25.3.1
Reviewing Journal Entry Batches Using a Mobile Tablet
25.3.2
Approving Journal Entry Batches Using a Mobile Tablet
25.4
Using the G/L Batch Approvals Mobile Smartphone Application
25.4.1
Reviewing Journal Entry Batches Using a Mobile Smartphone
25.4.2
Approving Journal Entry Batches Using a Mobile Smartphone
26
Invoice Batch Approvals Mobile Applications
26.1
Invoice Batch Approvals Mobile Applications Overview
26.1.1
Differences and Limitations: Invoice Batch Approvals
26.2
Setting Up the Invoice Batch Approvals Mobile Applications
26.2.1
Setting Processing Options for the Invoice Batch Approvals Tablet Application (M03B03)
26.2.1.1
Versions
26.2.2
Setting Processing Options for the Invoice Batch Approvals Smartphone Application (M03B04)
26.2.2.1
Versions
26.3
Using the Invoice Batch Approvals Mobile Tablet Application (M03B03)
26.3.1
Reviewing Invoice Batches Awaiting Approval Using a Mobile Tablet Application
26.3.2
Approving Invoice Batches Using a Mobile Tablet Application
26.4
Using the Invoice Batch Approvals Mobile Smartphone Application (M03B04)
26.4.1
Reviewing Invoice Batches Awaiting Approval Using a Mobile Smartphone Application
26.4.2
Approving Invoice Batches Using a Mobile Smartphone Application
27
Payment Batch Approvals Mobile Applications
27.1
Payment Batch Approvals Mobile Applications Overview
27.1.1
Differences and Limitations: Payment Batch Approvals
27.2
Setting Up the Payment Batch Approvals Mobile Applications
27.2.1
Setting Processing Options for the Payment Batch Approvals Tablet Application (M04132)
27.2.1.1
Versions
27.2.2
Setting Processing Options for the Payment Batch Approvals Smartphone Application (M04131)
27.2.2.1
Versions
27.3
Using the Payment Batch Approvals Mobile Tablet Application (M04132)
27.3.1
Reviewing Payment Batches Using a Mobile Tablet Application
27.3.2
Approving Payment Batches Using a Mobile Tablet Application
27.4
Using the Payment Batch Approvals Mobile Smartphone Application (M04131)
27.4.1
Reviewing Payment Batches Using a Mobile Smartphone Application
27.4.2
Approving Payment Batches Using a Mobile Smartphone
28
Receipt Batch Approvals Mobile Applications
28.1
Receipt Batch Approvals Mobile Applications Overview
28.1.1
Differences and Limitations: Receipt Batch Approvals
28.2
Setting Up the Receipt Batch Approvals Mobile Applications
28.2.1
Setting Processing Options for the Receipt Batch Approvals Tablet Application (M03B01)
28.2.1.1
Versions
28.2.2
Setting Processing Options for the Receipt Batch Approvals Smartphone Application (M03B02)
28.2.2.1
Versions
28.3
Using the Receipt Batch Approvals Mobile Tablet Application (M03B01)
28.3.1
Reviewing Receipt Batches Awaiting Approvals Using a Mobile Tablet Application
28.3.2
Approving Receipt Batches Using a Mobile Tablet Application
28.4
Using the Receipt Batch Approvals Mobile Smartphone Application (M03B02)
28.4.1
Reviewing Receipt Batches Awaiting Approval Using a Mobile Smartphone Application
28.4.2
Approving Receipt Batches Using a Mobile Smartphone Application
29
Voucher Batch Approvals Mobile Applications
29.1
Voucher Batch Approvals Mobile Applications Overview
29.1.1
Differences and Limitations: Voucher Batch Approvals
29.2
Setting Up the Voucher Batch Approvals Mobile Applications
29.2.1
Setting Processing Options for the Voucher Batch Approvals Tablet Application (M04041)
29.2.1.1
Versions
29.2.2
Setting Processing Options for the Voucher Batch Approvals Smartphone Application (M04042)
29.2.2.1
Versions
29.3
Using the Voucher Batch Approvals Mobile Tablet Application
29.3.1
Reviewing Voucher Batches Using a Mobile Tablet
29.3.2
Approving Voucher Batches Using a Mobile Tablet
29.4
Using the Voucher Batch Approvals Mobile Smartphone Application
29.4.1
Reviewing Voucher Batches Using a Mobile Smartphone
29.4.2
Approving Voucher Batches Using a Mobile Smartphone
Part IV Health and Safety Management
30
Incident Scoreboard Mobile Applications
30.1
Incident Scoreboard Overview
30.1.1
Differences and Limitations: Scoreboard Search Results
30.2
Using the Scoreboard Mobile Tablet Application
30.2.1
Reviewing Incidents Using the Scoreboard Mobile Tablet Application
30.3
Using the Scoreboard Mobile Smartphone Application
30.3.1
Reviewing Incidents Using the Incident Scoreboard Mobile Smartphone Application
31
Report an Incident Mobile Applications
31.1
Report an Incident Mobile Applications Overview
31.1.1
Differences and Limitations: Report an Incident
31.2
Setting Up the Report an Incident Mobile Applications
31.2.1
Setting Processing Options for the Report an Incident Mobile Tablet Application
31.2.1.1
Versions
31.2.2
Setting Processing Options for the Report an Incident Mobile Smartphone Application
31.2.2.1
Versions
31.3
Using the Report an Incident Mobile Tablet Application
31.3.1
Entering Health and Safety Incidents Using a Mobile Tablet Application
31.3.2
Reviewing Health and Safety Incidents Using a Mobile Tablet Application
31.4
Using the Report an Incident Mobile Smartphone Application (M54HS31)
31.4.1
Entering Health and Safety Incidents Using a Mobile Smartphone Application
31.4.2
Reviewing Health and Safety Incidents Using a Mobile Smartphone Application
Part V Human Capital Management Fundamentals
32
Contact Employee Mobile Application
32.1
Contact Employee Mobile Application Overview
32.1.1
Differences and Limitations: Contact Employee
32.2
Setting Up the Contact Employee Mobile Smartphone Application
32.2.1
Setting Processing Options for the Contact Employee Mobile Smartphone Application (M080101)
32.2.1.1
Versions
32.2.1.2
Display
32.3
Using the Contact Employee Mobile Smartphone Application (M080101)
32.3.1
Reviewing Employee Information Using Contact Employee Mobile Smartphone Application
33
Employee Time Entry Mobile Application (Release 9.1 update)
33.1
Employee Time Entry Mobile Applications Overview
33.1.1
Differences and Limitations: Employee Time Entry
33.2
Setting Up the Employee Time Entry Mobile Applications
33.2.1
Setting Processing Options for the Employee Time Entry Mobile Tablet Application (M0511213)
33.2.1.1
Versions
33.2.2
Setting Processing Options for the Employee Time Entry Mobile Smartphone Application (M0511214)
33.2.2.1
Versions
33.3
Using the Employee Time Entry Mobile Tablet Application (M0511213)
33.3.1
Entering Timecards Using the Mobile Tablet Application
33.3.2
Reviewing, Editing, and Submitting Timecards Using the Mobile Tablet Application
33.4
Using the Employee Time Entry Mobile Smartphone Application (M0511214)
33.4.1
Entering Timecards Using the Mobile Smartphone Application
33.4.2
Reviewing, Editing, and Submitting Timecards Using the Mobile Smartphone Application
Part VI Project Management
34
Change Request Approval Mobile Applications
34.1
Change Request Approval Mobile Applications Overview
34.1.1
Differences and Limitations: Change Request Approval
34.2
Setting Up the Change Request Approval Mobile Applications
34.2.1
Setting Processing Options for the Change Request Approval Mobile Tablet Program (M53103)
34.2.1.1
Versions
34.2.2
Setting Processing Options for the Change Request Approval Mobile Phone Program (M53104)
34.2.2.1
Versions
34.3
Using the Change Request Approval Mobile Tablet Application
34.3.1
Approving Change Requests Using a Mobile Tablet
34.4
Using the Change Request Approval Mobile Tablet Application
34.4.1
Approving Change Requests Using a Mobile Smartphone
35
Change Request Entry Mobile Applications
35.1
Change Request Entry Mobile Applications Overview
35.1.1
Differences and Limitations: Change Request Entry
35.2
Setting Up the Change Request Entry Mobile Applications
35.2.1
Setting Processing Options for the Change Request Entry Mobile Tablet Program (M53101)
35.2.1.1
Edits
35.2.1.2
Versions
35.2.2
Setting Processing Options for the Change Request Entry Mobile Phone Program (M53102)
35.2.2.1
Edits
35.2.2.2
Versions
35.3
Using the Change Request Entry Mobile Tablet Application
35.3.1
Entering Change Requests Using a Mobile Tablet
35.3.2
Updating Existing Change Requests Using a Mobile Tablet
35.4
Using the Change Request Entry Mobile Smartphone Application
35.4.1
Entering Change Requests Using a Mobile Smartphone
35.4.2
Updating Existing Change Requests Using a Mobile Smartphone
36
Field Progress Entry Mobile Applications
36.1
Field Progress Entry Mobile Applications Overview
36.2
Setting Processing Options for the Field Progress Entry Mobile Applications
36.2.1
Setting Processing Options for the Mobile Field Progress Entry Tablet Application (M51050)
36.2.1.1
Process
36.2.1.2
Display
36.2.1.3
Versions
36.2.2
Setting Processing Options for the Mobile Field Progress Labor Entry Phone Application (M51051)
36.2.2.1
Process
36.2.2.2
Versions
36.2.3
Setting Processing Options for the Mobile Field Progress Equipment Entry Phone Application (M51052)
36.2.3.1
Versions
36.2.4
Setting Processing Options for the Mobile Field Account Progress Entry Phone Application (M51053)
36.2.4.1
Versions
36.3
Setting Up Time Entry Information for the Mobile Field Progress Entry Applications
36.4
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
36.5
Using the Field Progress Entry Mobile Tablet Application
36.5.1
Updating Field Progress Entries Using the Field Progress Entry Mobile Tablet Application
36.6
Using the Mobile Field Progress Labor Entry Smartphone Application
36.6.1
Entering Timecards Using the Field Progress Labor Entry Mobile Smartphone Application
36.7
Using the Mobile Field Progress Equipment Entry Smartphone Application
36.7.1
Entering Equipment Time Entry Using the Field Progress Equipment Entry Mobile Smartphone Application
36.8
Using the Mobile Field Account Progress Entry Smartphone Application
36.8.1
Updating Account Progress Using the Mobile Field Account Progress Entry Smartphone Application
37
Field Status Review Mobile Applications
37.1
Field Status Review Mobile Applications Overview
37.1.1
Differences and Limitations: Field Status Review
37.2
Setting Up the Field Status Review Mobile Applications
37.2.1
Setting Processing Options for the Mobile Field Status Tablet Application (M51042)
37.2.1.1
Display Amounts
37.2.1.2
Process
37.2.1.3
Display Units
37.2.1.4
Versions
37.2.2
Setting Processing Options for the Mobile Field Status Phone Application (M51043)
37.2.2.1
Values
37.2.2.2
Versions
37.3
Using the Mobile Field Status Review Tablet Application
37.3.1
Reviewing and Updating Cost Code Details Using the Mobile Field Status Review Tablet Application
37.3.2
Adding Cost Code Records Using the Mobile Field Status Review Tablet Application
37.4
Using the Mobile Field Status Review Smartphone Application
37.4.1
Reviewing and Updating Cost Code Details Using the Mobile Field Status Review Smartphone Application
38
Job Progress Entry Mobile Application
38.1
Job Progress Entry Mobile Application Overview
38.2
Job Progress Entry Overview
38.3
Setting Up the Job Progress Entry Mobile Tablet Application
38.3.1
Setting Processing Options for the Job Progress Entry Mobile Tablet Application (M51046)
38.3.1.1
Versions
38.4
Using the Job Progress Entry Mobile Tablet Application
38.4.1
Reviewing and Updating Job Progress Entries Using the Job Progress Entry Mobile Tablet Application
39
Manage Cost Code Schedule Mobile Applications
39.1
Job Cost Schedule Mobile Applications Overview
39.1.1
Differences and Limitations: Manage Cost Code Schedule
39.2
Cost Code Schedule Mobile Applications Overview
39.2.1
Differences and Limitations: Cost Code Schedule
39.3
Setting Up the Manage Cost Code Schedule Mobile Tablet Application
39.3.1
Setting Processing Options for the Manage Cost Code Schedule Mobile Tablet Application (M51901)
39.3.1.1
Versions
39.3.1.2
Display
39.4
Using the Manage Cost Code Schedule Mobile Tablet Application
39.4.1
Updating Schedule Information Using the Manage Cost Code Schedule Tablet Application
40
Project Status Review Mobile Applications
40.1
Project Status Review Mobile Applications Overview
40.1.1
Differences and Limitations: Project Status Review
40.2
Setting Up the Project Status Review Mobile Applications
40.2.1
Setting Processing Options for the Project Status Review Mobile Tablet Application (M51040)
40.2.1.1
Display Amounts
40.2.1.2
Category Codes
40.2.1.3
Versions
40.2.2
Setting Processing Options for the Project Status Review Mobile Smartphone Application (M51041)
40.2.2.1
Display Amounts
40.2.2.2
Category Codes
40.2.2.3
Versions
40.3
Using the Project Status Review Mobile Tablet Application (M51040)
40.3.1
Reviewing and Updating Job Information Using a Mobile Tablet Application
40.4
Using the Project Status Review Mobile Smartphone Application (M51041)
41
Project Time Entry Mobile Applications
41.1
Project Time Entry Mobile Applications Overview
41.1.1
Differences and Limitations: Project Time Entry
41.2
Setting Up the Project Time Entry Mobile Applications
41.2.1
Setting Processing Options for the Project Time Entry Mobile Tablet Application (M51047)
41.2.1.1
Versions
41.2.2
Setting Processing Options for the Project Time Entry Mobile Smartphone Application (M51048)
41.2.2.1
Versions
41.3
Using the Project Time Entry Mobile Tablet Application (M51047)
41.3.1
Entering Project Timecards Using the Mobile Tablet Application
41.3.2
Entering Non-Project Timecards Using the Mobile Tablet Application
41.3.3
Reviewing, Editing, and Submitting Timecards Using the Mobile Tablet Application
41.4
Using the Project Time Entry Mobile Smartphone Application (M51048)
41.4.1
Entering Project Timecards Using the Mobile Smartphone Application
41.4.2
Entering Non-Project Timecards Using the Mobile Smartphone Application
41.4.3
Reviewing, Editing, and Submitting Timecards Using the Mobile Smartphone Application
Part VII Supply Chain Management and Manufacturing
42
Customer Order Overview Mobile Applications
42.1
Customer Order Overview Mobile Applications Overview
42.2
Setting Up the Customer Order Overview Mobile Applications
42.2.1
Setting Processing Options for the Customer Order Overview Mobile Tablet Application (M420030)
42.2.1.1
Versions
42.2.2
Setting Processing Options for the Customer Order Overview Mobile Smartphone Application (M420031)
42.2.2.1
Versions
42.3
Using the Customer Order Overview Mobile Tablet Application (M420030)
42.3.1
Reviewing Customer Orders Using Customer Order Overview Mobile Tablet Application (M420030)
42.4
Using the Customer Order Overview Mobile Smartphone Application (M420031)
42.4.1
Reviewing Customer Orders Using Customer Order Overview Mobile Smartphone Application (M420031)
43
Inventory Availability Mobile Applications
43.1
Inventory Availability Mobile Applications Overview
43.1.1
Differences and Limitations: Inventory Availability
43.2
Setting Up the Inventory Availability Mobile Applications
43.2.1
Setting Processing Options for the Inventory Availability Tablet Application
43.2.1.1
Versions
43.2.2
Setting Processing Options for the Inventory Availability Smartphone Application
43.2.2.1
Versions
43.2.3
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes
43.3
Reviewing Inventory Availability Using a Mobile Tablet Application
43.3.1
Reviewing Inventory Availability Using a Mobile Tablet Application (M41205)
43.4
Reviewing Inventory Availability Using a Mobile Smartphone Application
44
Product Price and Availability Mobile Applications
44.1
Product Price and Availability Mobile Applications Overview
44.1.1
Differences and Limitations: Product Price and Availability
44.2
Setting Up the Product Price and Availability Mobile Applications
44.2.1
Setting Processing Options for the Product Price and Availability Mobile Tablet Application (M41062)
44.2.1.1
Versions
44.2.2
Setting Processing Options for the Product Price and Availability Mobile Smartphone Application (M41063)
44.2.2.1
Versions
44.3
Using the Product Price and Availability Mobile Tablet Application (M41062)
44.3.1
Reviewing Product Price and Item Detail Availability Information Using a Mobile Tablet
44.4
Using the Product Price and Availability Mobile Smartphone Application (M41063)
44.4.1
Reviewing Product Price and Item Detail Availability Information Using a Mobile Smartphone
45
Quote Review and Release Mobile Applications
45.1
Quote Review and Release Mobile Applications Overview
45.1.1
Differences and Limitations: Quote Review and Release
45.2
Setting Up the Quote Review and Release Mobile Applications
45.2.1
Setting Processing Options for the Quote Review and Release Mobile Tablet Application (M42070)
45.2.1.1
Process
45.2.1.2
Versions
45.2.2
Setting Processing Options for the Quote Review and Release Mobile Smartphone Application (M42073)
45.2.2.1
Process
45.2.2.2
Versions
45.3
Using the Quote Review and Release Mobile Tablet Application (M42070)
45.3.1
Reviewing and Releasing Sales Order Quotes Using a Mobile Tablet
45.4
Using the Quote Review and Release Mobile Smartphone Application (M42073)
45.4.1
Reviewing and Releasing Sales Order Quotes Using a Mobile Smartphone
46
Sales Held Order Release Mobile Applications
46.1
Sales Held Order Release Mobile Applications Overview
46.1.1
Differences and Limitations: Sales Held Order Release
46.2
Setting Up the Sales Held Order Release Mobile Applications
46.2.1
Setting Processing Options for the Sales Held Order Release Mobile Tablet Application (M43071)
46.2.1.1
Versions
46.2.1.2
Display
46.2.2
Setting Processing Options for the Sales Held Order Release Mobile Smartphone Application (M43072)
46.2.2.1
Versions
46.2.2.2
Display
46.2.3
Setting User Preference for the Sales Held Order Release Mobile Applications
46.3
Using the Sales Held Order Release Mobile Tablet Application
46.3.1
Reviewing and Releasing Held Orders Using a Mobile Tablet
46.4
Using the Sales Held Order Release Mobile Smartphone Application
46.4.1
Reviewing and Releasing Held Orders Using a Mobile Smartphone
47
Sales Order Counts Mobile Applications
47.1
Sales Order Counts Mobile Applications Overview
47.1.1
Differences and Limitations: Sales Order Counts Mobile Applications
47.2
Setting Up the Sales Order Counts Mobile Applications
47.2.1
Setting Processing Options for the Mobile Sales Order Counts - Tablet Application (M42062)
47.2.1.1
Versions
47.2.2
Setting Processing Options for the Mobile Sales Order Counts - Phone Application (M42063)
47.2.2.1
Versions
47.2.3
Setting User Preferences for the Sales Order Counts Mobile Applications
47.3
Using the Sales Order Counts Mobile Tablet Application
47.3.1
Reviewing Sales Orders Using a Mobile Tablet
47.4
Using the Sales Order Counts Mobile Smartphone Application
47.4.1
Reviewing Sales Orders Using a Mobile Smartphone
48
Order Entry Mobile Application
48.1
Order Entry Mobile Application Overview
48.1.1
Differences and Limitations: Mobile Order Entry
48.2
Setting Up the Order Entry Mobile Application
48.2.1
Setting Up the Email Confirmation Process
48.2.1.1
Adding the R42105.rtf Template
48.2.1.2
Creating the Report Definition
48.2.1.3
Associating the R42105 Version with the Report Definition
48.2.2
Setting Processing Options for the Sales Order Entry Program (P4210)
48.2.3
Setting Processing Options for the Sales Order Entry Program (P42101)
48.2.4
Setting Processing Options for the Sales Order Entry Inquiry and Confirmation Program (P42105)
48.2.4.1
Process
48.2.5
Setting Processing Options for the Mobile Order Entry - Tablet Program (M42010)
48.2.5.1
Default
48.2.5.2
Versions
48.2.6
Setting Up Catalogs to Display in the Order Entry Mobile Application
48.2.7
Setting Up User-Specific Information for the Order Entry Mobile Application
48.3
Creating Sales Orders Using the Order Entry Mobile Tablet Application
48.3.1
Entering a Sales Order with the Mobile Order Entry Tablet Application: Non-Scanning Method
48.3.2
Scanning Items Into a Sales Order Using the Order Entry Mobile Tablet Application
49
Search Sales Order Mobile Applications
49.1
Search Sales Order Mobile Applications Overview
49.1.1
Differences and Limitations: Search Sales Order
49.2
Setting Up the Search Sales Order Mobile Applications
49.2.1
Setting Processing Options for the Search Sales Order Mobile Tablet Application (M42060)
49.2.1.1
Process
49.2.1.2
Versions
49.2.2
Setting Processing Options for the Search Sales Order Mobile Smartphone Application (M42061)
49.2.2.1
Process
49.2.2.2
Versions
49.2.3
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
49.3
Using the Search Sales Order Mobile Tablet Application (M42060)
49.3.1
Reviewing Sales Order Information Using a Mobile Tablet
49.4
Using the Search Sales Order Mobile Smartphone Application (M42061)
49.4.1
Reviewing Sales Order Information Using a Mobile Smartphone
50
Warehouse Availability Mobile Application
50.1
Warehouse Availability Mobile Application Overview
50.1.1
Barcode Scanning (Release 9.1 Update)
50.2
Setting Up the Warehouse Availability Mobile Application
50.2.1
Setting Processing Option for the Warehouse Availability Mobile Tablet Application
50.2.1.1
Defaults
50.2.2
Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
50.3
Using the Warehouse Availability Mobile Tablet Application
50.3.1
Reviewing Warehouse Inventory Information for a Non-License Plate Warehouse
50.3.2
Reviewing Warehouse Inventory Information for a License Plate Enabled Branch/Plant
51
Inventory Transfer Mobile Application (Release 9.1 update)
51.1
Inventory Transfer Mobile Application Overview
51.1.1
Differences and Limitations: Inventory Transfer
51.2
Setting Up the Inventory Transfer Mobile Application
51.2.1
Setting Processing Options for the Inventory Transfer Tablet Application (M41242)
51.2.1.1
Versions
51.2.1.2
Default
51.2.1.3
Display
51.3
Using the Inventory Transfer Mobile Tablet Application
51.3.1
Using the Inventory Transfer Mobile Tablet Application (M41242)
52
Cycle Count Mobile Application (Release 9.1 update)
52.1
Cycle Count Mobile Application Overview
52.1.1
Differences and Limitations: Cycle Count
52.2
Setting Up the Cycle Count Mobile Application
52.2.1
Setting Processing Options for the Cycle Count Tablet Application (M41240)
52.2.1.1
Versions
52.2.1.2
Display
52.3
Using the Cycle Count Mobile Tablet Application (M41240)
52.3.1
Reviewing and Updating Cycle Count Using Mobile Tablet Application
52.3.2
Entering New Item Using Cycle Count Mobile Tablet Application
Part VIII Supply Management
53
Purchase Order Approval Mobile Applications
53.1
Purchase Order Approval Mobile Applications Overview
53.1.1
Differences and Limitations: Purchase Order Approval
53.2
Setting Up the Purchase Order Approval Mobile Applications
53.2.1
Setting Processing Options for the Purchase Order Approval Mobile Tablet and Smartphone Applications (M43082 and M43083)
53.2.1.1
Defaults
53.3
Using the Purchase Order Approval Mobile Tablet Application (M43082)
53.3.1
Reviewing Purchase Orders Awaiting Approval Using a Mobile Tablet Application (M43082)
53.3.2
Approving and Rejecting Purchase Orders Using a Mobile Tablet Application (M43082)
53.4
Using the Purchase Order Approval Mobile Smartphone Application (M43083)
53.4.1
Reviewing Purchase Orders Awaiting Approval Using a Mobile Smartphone Application (M43083)
53.4.2
Approving and Rejecting Purchase Orders Using a Mobile Smartphone Application (M43083)
54
Requisition Self Service Approvals Mobile Applications
54.1
RSS Approvals Mobile Applications Overview
54.1.1
Differences and Limitations: RSS Approvals
54.2
Setting Up the RSS Approval Mobile Applications
54.2.1
Setting Processing Options for the Mobile Requisition Self Service Approval Phone Application (M43E821)
54.2.1.1
Versions
54.2.2
Setting Processing Options for the Mobile Requisition Self Service Approval Tablet Application (M43E822)
54.2.2.1
Versions
54.3
Using the RSS Approvals Mobile Tablet Application
54.3.1
Reviewing and Approving Self-Service Requisitions Using the RSS Approvals Mobile Tablet Application
54.4
Using the RSS Approvals Mobile Smartphone Application
54.4.1
Reviewing and Approving Self-Service Requisitions Using the RSS Approvals Mobile Smartphone Application
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