Capital Asset Management Reports

Appendix: Capital Asset Management Reports

This appendix provides an overview of JD Edwards EnterpriseOne Capital Asset Management (CAM) reports and enables you to:

View summary tables of all reports.
View details for selected reports.

JD Edwards EnterpriseOne Capital Asset Management Reports

JD Edwards EnterpriseOne CAM provides a variety of reports to help you review and manage information about the equipment and its maintenance.

You print cost reports to review financial information about the equipment. Cost reports provide this information:

Equipment account balances, such as acquisition costs, revenue amounts, expense amounts, and so on.
Variances between revenue and expenses for a piece of equipment.
All equipment transactions.

You print work order reports to review information about maintenance work orders. Work order reports provide this information:

Work order status.
Detailed or summarized work order costs.
Variances between projected and actual work order costs.
All work orders that are associated with a particular piece of equipment.
Work order parts information by equipment number.

You print maintenance planning reports to review information about the planning processes. Maintenance planning reports provide information about projected parts requirements and projected labor resource requirements.

You print preventive maintenance (PM) reports to review information such as:

Status of service types for a piece of equipment.
Maintenance messages.
The frequency of occurrence for selected service types.

JD Edwards EnterpriseOne Capital Asset Management Reports: A to Z

This section lists JD Edwards EnterpriseOne CAM reports, grouped in these categories:

Equipment reports
Cost reports
Work order reports
Maintenance planning reports
Labor planning reports
Preventive maintenance reports

Equipment Reports

Print an equipment report to review and manage information such as supplemental data, specification data, location history, and so on.

This table lists equipment reports sorted alphanumerically by report Identification Number (ID):

Report ID and Report Name	Description	Navigation
R12400 Supplemental Data by Asset	This report lists additional information by supplemental data type that you assigned to individual pieces of equipment. For example, you can print a report that displays all of the supplemental data types that are assigned to a particular motor grader.	Supplemental Data (G1318), Print Supplemental Data by Asset
R12440 Supplemental Data by Type	This report lists additional equipment information that is based on a particular supplemental data type. For example, you set up a supplemental data type for vibration readings. You can print a report that displays vibration readings for all of the pieces of equipment for which you have assigned the supplemental data types for vibration readings.	Supplemental Data (G1318), Print Supplemental Data by Type
R12460 Location Information	This report lists equipment movement and relocations. Depending on the version that you run, the report displays information by asset number or by location.	Equipment Location Tracking (G1314), Print Location Information
R17022 Customer Reference Report	This report lists all of the equipment that you have installed at a customer's site or sites. In addition, the report provides mailing support for manufacturers in the event of product recalls or retrofit campaigns. You use data selections such as state, model, and user-defined codes (UDCs) to specify the information that you want to retrieve and print. The system draws information for this report from these tables: Asset Master File (F1201) Equipment Master Extension (F1217) Address Book Master (F0101)	Daily Equipment Master Processing (G1711), Customer Reference Report

Cost Reports

Print cost reports to review and analyze equipment costs and transactions, such as equipment account balances and variances between costs and revenues. You can also use cost reports to review and analyze the costs and individual cost transactions that are associated with work orders. For example, you can verify the actual costs that were incurred in completing a work order.

This table lists cost reports sorted alphanumerically by report ID:

Report ID and Report Name	Description	Navigation
R12310 Time Entry Journal	This report lists transactions that result from equipment time entries.	Equipment Time Billing (G1313), Time Entry Journal Report
R12424 Equipment Cost Analysis	This report account balances for specific pieces of equipment. The report displays acquisition costs, depreciation amounts, revenue and expense amounts, and so on, for the equipment that you specify. You can analyze these amounts in month-to-date, year-to-date, or inception-to-date increments.	Cost Inquiries and Reports (G1312), Print Equipment Cost Analysis
R12426 Equipment Billing Rates	This report lists the billing rates that are established for specific pieces of equipment or groups of equipment.	Equipment Billing Setup (G1343), Equipment Billing Rates
R13400 Equipment Variance	This report lists the total revenues and expenses generated by a piece of equipment, as well as the variance between revenue and expenses.	Cost Inquiries and Reports (G1312), Equipment Variance Report

Work Order Reports

JD Edwards EnterpriseOne CAM provides you with a variety of reports to help you review and manage information about work orders. Work order reports can provide:

Standard work order information, such as work order status and work order costs.

You can print standard work order reports to track the progress of work orders by status for a particular date. You can also review the costs that are associated with selected work orders. In addition, you can print detailed reports about supplemental data for the work orders.
Work order information for specific pieces of equipment, such as work orders associated with a particular equipment malfunction or total work orders completed for a piece of equipment.
Budget information, such as a comparison of estimated and actual work order costs.
Parts information, such as parts requirements and parts availability for outstanding work orders.

This table lists work order reports sorted alphanumerically by report ID:

Report ID and Report Name	Description	Navigation
R13410 Equipment Parts List	This report lists parts information that is associated with individual pieces of equipment. The report lists both the location and availability of parts.	System Administration Tools (GH9011), Batch Versions You can only access this report by using this procedure: Type R13410 in the Batch Application field on the Work With Batch Versions - Available Versions form and then click Find. A list of available versions appears in the detail area. Select the version that you want to run and click Select.
R13415 Work Order Parts List	This report lists parts information that is associated with work orders.	Work Order (G1316), Print Work Order Parts List
R13418 Budget to Actual Report	This report lists work order information for specific pieces of equipment.	Cost Inquiries and Reports (G1312), Budget to Actual Report
R13420 Equipment History Report	This report lists this information for equipment and equipment components: Work orders that are associated with each piece of equipment. Problems and possible causes. Actions that were taken to solve the problems.	Cost Inquiries and Reports (G1312), Equipment History Report
R13430 Work Order Completion Report	This report lists work orders by individual pieces of equipment.	Cost Inquiries and Reports (G1312), Work Order Completion Report
R13440 Labor Utilization	This report lists work orders that were created for a piece of equipment and the hours that are associated with each labor routing step, such as Electrical, Mechanical, and so on. The report also displays the total hours that are associated with each work order.	Cost Inquiries and Reports (G1312), Print Labor Utilization
R13450 Parts Forecast Report	This report lists parts and work orders by branch.	Cost Inquiries and Reports (G1312), Print Parts Forecast

Maintenance Planning Reports

You can print maintenance planning reports to review and manage information about future parts and labor resource requirements.

This table lists maintenance planning reports sorted alphanumerically by report ID:

Report ID and Report Name	Description	Navigation
R13412 PM Projections Report	This report lists information about forecasted preventive maintenance (PM).	Maintenance Planning (G1322), Print PM Projections
R3450 Master Production Schedule	This report provides a projection of inventory availability for individual maintenance items. You can also print outstanding planning messages.	Material Planning (G1323), Print Schedule & Messages

Report ID and Report Name

Description

Navigation

R13412

PM Projections Report

This report lists information about forecasted preventive maintenance (PM).

Maintenance Planning (G1322), Print PM Projections

R3450

Master Production Schedule

This report provides a projection of inventory availability for individual maintenance items. You can also print outstanding planning messages.

Material Planning (G1323), Print Schedule & Messages

Labor Planning Reports

Print labor planning reports to review and manage detailed information about future requirements for labor resources.

This table lists labor planning reports sorted alphanumerically by report ID:

Report ID and Report Name	Description	Navigation
R3350 Capacity Requirements and Messages	This report includes time series information for a work center, outstanding action messages for a work center, or both. You can print the information for all work centers or for selected work centers.	Labor Planning (G1324), Print Load & Detail Messages
R3352 Period Summary Report	This report lists all of the items that are scheduled at the work centers during the period of time which you specify. It also lists the number of resource units that are required to complete each work order, and the percent additional or less than the total load on the work center).	Labor Planning (G1324), Print Period Summary

Report ID and Report Name

Description

Navigation

R3350

Capacity Requirements and Messages

This report includes time series information for a work center, outstanding action messages for a work center, or both. You can print the information for all work centers or for selected work centers.

Labor Planning (G1324), Print Load & Detail Messages

R3352

Period Summary Report

This report lists all of the items that are scheduled at the work centers during the period of time which you specify. It also lists the number of resource units that are required to complete each work order, and the percent additional or less than the total load on the work center).

Labor Planning (G1324), Print Period Summary

Preventive Maintenance Reports

You can print preventive maintenance (PM) reports to review and manage information about preventive maintenance schedules and service types within the maintenance organization.

This table lists preventive maintenance reports sorted alphanumerically by report ID:

Report ID and Report Name	Description	Navigation
R12407 Maintenance Schedule	This report enables you to review the status of preventive maintenance for equipment.	Plant & Equipment Maintenance (G1315), Print Maintenance Schedule
R12450 Equipment Message Log	This report enables you to review equipment messages that are based on message type.	Plant & Equipment Maintenance (G1315), Print Equipment Message Log
R13419 Frequency of Occurrences Report	This report enables you to review the overall frequency of selected service types. This report is particularly useful when you need to review maintenance patterns by specific type of repair.	Cost Inquiries and Reports (G1312), Print Frequency of Occurrence

JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Equipment Reports

Some equipment reports include a more detailed description, as well as information about processing options. These reports are listed alphanumerically by report ID in this section.

R12400 - Print Supplemental Data by Asset

The Print Supplemental Data by Asset (R12400) report is hard coded for AM Database Code. If you want to create the own Supplemental Database Codes, you need to also create the own Supplemental Data reports. Otherwise, the system only prints the AM Database Code.

Processing Options for the Supplemental Data Report by Asset Report (R12400)

Processing options enable you to specify the default processing for programs and reports.

Print Option

1. Bypass Printing Text

Specify whether the system prints text information on the report. Values are:

Blank: Print text information.

1: Do not print text information.

2. Print Equipment Number

Specify which number the system prints to identify the asset. Values are:

1: Print the asset number

2: Print the unit number

3: Print the serial number

R12440 - Print Supplemental Data by Type

The Print Supplemental Data by Type (R12440) report is hard coded for AM Database Code. If you want to create the own Supplemental Database Codes, you need to also create the own Supplemental Data reports. Otherwise, the system only prints the AM Database Code.

Processing Options for the Supplemental Data by Data Type Report (R12440)

Processing options enable you to specify the default processing for programs and reports.

Print Option

1. Bypass Printing

Specify whether the system prints text information on the report. Values are:

Blank: Print text information.

1: Do not print text information.

2. Display Equipment Number

Specify which number the system prints to identify the asset. Values are:

1: Print the asset number

2: Print the unit number

3: Print the serial number

R12460 - Print Location Information

The Print Location Information report is a printed version of the information that appears on Location Transfer. The system prints the current, historical, and planned (future) locations for each piece of equipment. You also can use this report to print location tracking text.

The system draws information for this report from these tables:

Location Tracking (F1204)
Location History Text (F1210)

Processing Options for the Print Location Information Report (R12460)

Processing options enable you to specify the default processing for programs and reports.

1. Location Tracking Text

Specify whether the system prints location tracking text. Values are:

Blank: Do not print the location tracking text.

1: Print the location tracking text.

2. Equipment Number Format

Specify the format of the equipment number that appears on the report: Values are:

1: Asset number

2: Unit number

3: Serial number

3. Sequence

Specify how the system sequences report information. Values are:

Blank: Sequence the information by asset number.

1: Sequence the information by location.

JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Cost Reports

Some cost reports include a more detailed description, as well as information about processing options. These reports are listed alphanumerically by report ID in this section.

R12310 - Time Entry Journal Report

You can print two versions of this report:

Posted F/A

Use this report to print equipment transactions that are posted to equipment as well as the general ledger.
Unposted F/A

Use this report to print equipment transactions that have not been posted to equipment and may or may not be posted to the general ledger.

You determine the accounts that post to equipment when you set up automatic accounting instructions (AAIs) FX01–FX98. Only the accounts within this range appear on the posted transaction ledger report. The Unposted F/A report version includes all time entry transactions, regardless of the affected accounts.

The report displays this information:

Batch number
Item number
Work date
Rate
Rate type
Hours
Amount
Account, description, and explanation

Processing Options for the Time Entry Journal Report (R12310)

Processing options enable you to specify the default processing for programs and reports.

1. Print Asset Number

Specify which number the system uses to identify the asset. Values are:

1: Asset number

2: Unit number

3: Serial number

R12424 - Equipment Cost Analysis

You can use processing options to display the equipment usage amounts in units such as miles or hours. You can review the total units that a piece of equipment has accumulated, as well as the per unit cost. The system derives per unit costs by dividing account balances by total accumulated units.

This table indicates the demo versions JD Edwards EnterpriseOne software provides of this report from which you may select:

Version	Description
Cost Analysis Sequenced by Object	Displays the summary of identical object accounts that belong to different business units
Cost Analysis Sequenced by Subsidiary	Displays interim total amounts only, such as: Net book value Revenue earned Ownership costs Operating costs Maintenance costs Usage amounts
Cost Analysis without Commas	Displays account balances for each business unit and object account

The system draws information for this report from the Asset Account Balances File table (F1202).

You can use processing options to determine the ledger type that you want to review. You can also omit items with zero account balances. Using data selections, you can print this report for selected companies, business units, category codes, and so on.

Processing Options for the Equipment Cost Analysis Report (R12424)

Processing options enable you to specify the default processing for programs and reports.

Defaults

1. Period/Date

Specify the fiscal year for the period or date that is defined in the Period/Date field.

Enter a four-digit fiscal year in this processing option.

Blank: The system uses the date pattern that is established for default company 00000.

2. Fiscal Year

Specify the fiscal year for the period or date that is defined in the Period/Date field.

Enter a four-digit fiscal year in this processing option.

Blank: The system uses the date pattern that is established for default company 00000.

3. Ledger Type

Specify the ledger type for cost summary.

Blank: The system uses the AA ledger.

Process

1. Detail or Summary (Future)

Specify how the system summarizes information on the report. Values are:

D: Detailed report

O: Summarization by object

R: Summarization by subsidiary

S: Summarization by AT AAI

2. Unit Cost Suppression

Specify whether the system prints the Unit Cost columns. Values are:

Blank: Print the Unit Cost columns.

1: Do not print the Unit Cost columns.

3. Unit Cost AAIs

Specify the AAIs that the system uses for units in the Unit Cost columns when it prints unit cost. Values are:

Y: Use the AT00 AAI.

A: Use the FMA AAI.

B: Use the FMB AAI.

1. Zero Cost Print

Specify which assets the system prints. Values are:

Blank: Do not print assets with zero cost.

1: Print all assets.

2. Asset Number Print

Specify which number the system prints to identify the asset. Values are:

1: Print the asset number

2: Print the unit number

3: Print the serial number

R12426 - Equipment Billing Rates

The report displays this information:

Rate table
Rate group
Equipment number
Effective dates
Rate code
Billing Rate

If a billing rate is divided into components, the rate components also appear on the report.

Processing Options for the Equipment Billing Rates Report (R12426)

Processing options enable you to specify the default processing for programs and reports.

1. Equipment Number Format

Specify which equipment number the system displays the Equipment Billing Rates report (R12426). Values are:

1: Asset number (default)

2: Unit number

3: Serial number

R13400 - Equipment Variance

You can view usage hours and other unit costs for each piece of equipment that you specify. A grand total of revenue, expense, and usage amounts for all pieces of equipment prints at the end of the report.

You can use processing options to define the range of accounts that you want the system to use for calculating amounts. You must define an account range for the Standard Amount column, which represents revenue totals, and for the Actual Amount column, which represents expense totals. You must also specify the accounts from which unit amounts are drawn for the Actual Hours column.

The Estimated Rate, Actual Rate, and Rate Variance columns represent unit costs. The system calculates these unit costs by dividing revenue and expense amounts by actual hours.

Use processing options to specify a date range and indicate whether you want the report to print inception-to-date amounts. If you indicate inception-to-date amounts, the system adds prior year balances to the amounts that are within the date range you specify.

You can print these two versions of the Equipment Variance report:

Version	Description
Variance by equipment	Prints information about the pieces of equipment that you specify
Variance by job	Prints amounts for equipment that you have assigned to a particular location

The system draws information for this report from these tables:

Asset Account Balances (F1202)
Account Ledger (F0911)

Processing Options for the Equipment Variance Report (R13400)

Processing options enable you to specify the default processing for programs and reports.

Date Selection

1. From Period:	Specify the beginning period of the date range that this report covers.
2. From Fiscal Year	Specify the beginning fiscal year of the date range that this report covers.
3. Thru Period:	Specify the ending period of the date range that this report covers.
4. Thru Fiscal Year	Specify the ending fiscal year of the date range that this report covers.

Account Range

1. Beginning Object Account:	Specify the beginning of the object account range that the system includes in calculations of Standard Amounts. Enter this in the Standard Amount column. Note. If you use a flexible chart of accounts and the object account is set to six digits, you should 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.
2. Ending Object Account:	Specify the end of the object account range that the system includes in calculations of Standard Amounts. Enter this in the Standard Amount column. Note. If you use a flexible chart of accounts and the object account is set to six digits, you should 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.
3. Beginning Object Account:	Specify the beginning of the object account range the system includes in calculations of Actual Amounts. Enter this in the Actual Amount column. Note. If you use a flexible chart of accounts and the object account is set to six digits, you should 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.
4. Ending Object Account:	Specify the end of the object account range the system includes in calculations of Actual Amounts. Enter this in the Actual Amount column. Note. If you use a flexible chart of accounts and the object account is set to six digits, you should 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.
5. Beginning Object Account:	Specify the beginning of the object account range the system includes in calculations of Actual Hours. Enter this in the Actual Hour column. Note. If you use a flexible chart of accounts and the object account is set to six digits, you should 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.
6. Ending Object Account:	Specify the end of the object account range the system includes in calculations of Actual Hours. Enter this in the Actual Hour column. Note. If you use a flexible chart of accounts and the object account is set to six digits, you should 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.

1. Amounts

Specify the amounts that the system prints. Values are:

Blank: Print current period amounts.

1: Print inception-to-date amounts.

2. Equipment Number Format

Specify which equipment number format the system prints. Values are:

1: Asset number

2: Unit number

3: Serial number

JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Work Order Reports

Some work order reports include a more detailed description, as well as information about processing options. These reports are listed alphanumerically by report ID in this section.

R13410 - Equipment Parts List

The system draws information for this report from these tables:

Item Master (F4101).
Bill of Material Master File (F3002).
Asset Master File (F1201).

Processing Options for the Equipment Parts List Report (R13410)

Processing options enable you to specify the default processing for programs and reports.

Process

1. Equipment Number Format

Specify which equipment number format the system prints. Values are:

1: Asset Number (default).

2: Unit Number.

3: Serial Number.

2. Inventory Number Format

Specify which inventory number format the system prints. Values are:

1: Short Item Number (default).

2: Second Item Number.

3: Third Item Number.

R13415 - Work Order Parts List

You can select to update the material status and allocate a pick list number. The report lists the inventory item numbers on the pick lists for each work order. You can use the material status on the parts list to control the printing of detail lines. The pick list number can be used with the work order number to only display the new items that have been added to the parts list since the last pick list was printed.

The system retrieves information for this report from the Work Order Delivery Information table (F4829).

Note. You can also print the parts list from Work Order Parts List Revisions (W17730A) by choosing Print WO Parts List from the Form menu.

Processing Options for the Work Order Parts List Report (R13415)

Processing options enable you to specify the default processing for programs and reports.

Edits

1. Material Status From	Specify the lowest material status from UDC 31/MS (Material Status) that the system uses to select orders for pick slip processing. Enter a value that identifies the status of a particular component on the work order parts list.
2. Material Status Thru	Specify the highest material status from UDC 31/MS (Material Status) that the system uses to select orders for pick slip processing. Enter a value that identifies the status of a particular component on the work order parts list.
3. Update Material Status To	Specify the status code from UDC 31/MS (Material Status) to be updated by the system. The code that you enter should identify the status of a particular component on the work order parts list.
4. Update Material Status	Specify whether the system updates the status of the work order parts detail line. Values are: Blank: Do not update the status. 1: Update the status.

Display

1. Print Associated Text

Specify whether the system prints text associated with the work order parts list.

You can specify whether to print text associated with the work order parts list, the work order parts list detail line, or both. Values are:

Blank: Do not print associated text.

1: Print work order header and parts detail text.

2: Print only work order header text.

3: Print only parts detail text.

2. Print Delivery Information

Specify whether the system prints text lines associated with the work order delivery information.

You can specify whether to print text associated with the work order delivery information, delivery information about the work order parts list, or both. Values are:

Blank: Do not print delivery text.

1: Print header and detail text.

2: Print only header text.

3: Print only detail text.

Process

1. Allocate Pick Slip Number

Specify whether the system allocates the next available pick slip number from the Next Numbers program (P55TC03) program in JD Edwards EnterpriseOne Shop Floor Management. Values are:

Blank: Do not allocate the pick slip number.

1: Allocate the pick slip number.

R13418 - Budget to Actual Report

The report is based on information from the Asset Master File table (F1201). The system totals amounts by equipment number. For each work order, the report includes:

Estimated hours and amount.
Actual hours and amount.
Variance between estimated and actual hours, and amounts.

Processing Options for the Budget to Actual Report (R13418)

Processing options enable you to specify the default processing for programs and reports.

Date

1. Work Order Date - Start	Specify the start date for work order selection.
2. Work Order Date - End	Specify the end date for work order selection.

1. Equipment Number Format

Specify how the system displays the equipment number. Values are:

1: Display the asset number.

2: Display the unit number.

3: Display the serial number.

Update

1. WO Actual Amount

Specify whether the system runs the Update W.O. Actual Amounts program (R13800) to update the work order amounts as you print the report. Values are:

Blank: Do not update the work order amounts.

1: Update the work order amounts.

R13420 - Equipment History

The report includes completed work orders. You can use processing options to specify a date range to control which work orders to include in the report. You can also specify the work order category codes that you are using to define the problem. In addition, you can specify that the report print the actions which were taken to resolve the problem.

The system draws information for this report from these tables:

Work Order Master File (F4801).
Asset Master File (F1201).

Processing Options for the Equipment History Report (R13420)

Processing options enable you to specify the default processing for programs and reports.

1. Equipment Number Format

Specify how the Equipment History Report (R13420) displays the equipment number. Values are:

1: Display the asset number (default).

2: Display the unit number.

3: Display the serial number.

Process

1. Failure Code

Specify which category code the system uses in the Failure Code column of the Equipment History Report (R13420).

Enter a valid work order category code, ranging from 01 to 10.

2. Action Code

Specify which category code the system uses in the Action Code column of the Equipment History Report (R13420).

Enter a valid work order category code, ranging from 01 to 10.

Select

1. Completed Date - From

Specify the beginning of the range of Completion Dates used by the system to select work orders for the Equipment History Report (R13420).

The system uses this date in conjunction with the Completed Date - To processing option to define a range of valid work order Completion Dates.

2. Completed Date - To

Specify the end of the range of Completion Dates used by the system to select work orders for the Equipment History Report (R13420).

The system uses this date in conjunction with the Completed Date - From processing option to define a range of valid work order Completion Dates.

R13430 - Work Order Completion Report

The report includes this information:

Number of work orders that were created for each piece of equipment.
Number of work orders that were completed for each piece of equipment.
Number of work orders that are pending with parts requirements.
Percent of complete work orders.
Percent of pending work orders.

The system draws information for this report from these tables:

Work Order Master File (F4801).
Asset Master File (F1201).

R13440 - Labor Utilization Report

The system draws information for this report from these tables:

Work Order Routing (F3112).
Work Order Master File (F4801).
Asset Master File (F1201).

Processing Options for the Print Labor Utilization Report (R13440)

Processing options enable you to specify the default processing for programs and reports.

1. Equipment Number Format

Specify how the report displays the equipment number. Values are:

1: Display the asset number.

2: Display the unit number.

3: Display the serial number.

R13450 - Parts Forecast Report

The report includes this information:

Equipment number on the work order.
Planned completion date.
Parts requirements.
Parts availability.

The system draws information for this report from these tables:

Work Order Master File (F4801).
Asset Master File (F1201).

Processing Options for the Print Parts Forecast Report (R13450)

Processing options enable you to specify the default processing for programs and reports.

1. Inventory Item Number Format

Specify which inventory number format the system prints for the component item number. Values are:

1: Print the Short Item number.

2: Print the Second Item number (default).

3: Print the Third Item number.

2. Equipment Number Format

Specify how the report displays the equipment number. Values are:

1: Display the asset number.

2: Display the unit number.

3: Display the serial number.

Process

1. Branch for Quantity on Hand

Specify a specific branch the system uses to calculate the quantity on hand.

The system limits the quantity on hand to the quantity for the branch.

Blank: All Branches

JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Maintenance Planning Reports

Some maintenance planning reports include a more detailed description, as well as information about processing options. These reports are listed alphanumerically by report ID in this section.

R13412 - PM Projections Report

The PM forecast includes four periods. You use processing options to specify whether the periods on the report represent weeks, months, or quarters. The report lists all service types for each piece of equipment, the service intervals that are associated with the service types, and the estimated hours to complete any service types that come due for the periods which are represented by the report.

The system draws information for this report from the PM Projections table (F13411).

Processing Options for the Print PM Projections Report (R13412)

Processing options enable you to specify the default processing for programs and reports.

Process

1. Beginning Date	Specify the date from which to start printing the projections.
2. Period Type	Specify the type of periods in which to group the projections. Values are: W: Weekly periods M: Monthly periods Q: Quarterly periods
3. Forecast Type	Specify the forecast type to be used when printing PM projections. Enter a value from UDC 34/DF (Forecast Type).
4. Work Center	Specify the work center. The system forecasts only those preventive maintenance schedules that have a model work order that uses this work center. Blank: All preventive maintenance schedules.

1. Equipment Number Format

Specify which equipment number appears on the Update PM Schedule Status report (R12807). Values are:

1: Asset number

2: Unit number

3: Serial number

2. Print Parts List

Specify whether the system print the parts list. Values are:

Blank: Do not print the parts list.

1: Print the parts list.

R3450 - Master Production Schedule

The most current material plan generation supplies the information for the report. The report is a printed version of the information that you can access online by using Item Availability by Time and Item Detail Messages.

You use processing options to select the items that print on the report and to determine whether to print the time series, planning messages, or both. You also define the row types that print for each time series. Row types determine the quantity type information, such as Beginning Available and Ending Available. In addition, you define the columns that print for each time series. Columns determine the time periods that you want to review. The report also provides detailed information for each item, such as quantity on hand, buyer numbers, and planner numbers.

The system draws information for this report from these tables:

MPS/MRP/DRP Summary File (F3413).
MPS/MRP/DRP Message File (F3411).
Forecast Consumption Periods (F3405).

Consider this information when you set processing options for this report:

Processing Option	Usage
Start dates	The start date must be within the planning horizon that you defined when you ran the Parts Plan Generation for this report. You can indicate a start date for the report that is different from the original plan generation. However, you should ensure that past due time periods for the report are set to zero.
Past due weeks	The number of time periods (columns) that you specify to print on the report includes the number of weeks that you specify for past due amounts.

Processing Options for the Print Master Production Schedule Report (R3450)

Processing options enable you to specify the default processing for programs and reports.

Process

Report Start Date.	Specify 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. The system uses today's date as the default value.
Number of time periods.	Specify a number (maximum of 54 periods) indicating the current accounting period. This number, used in conjunction with the Company Constants table (F0010) and the General Constants table (F0009), enables the user to define up to 14 accounting periods. The current period number is used to determine posted before and posted after cut off warning messages. It is also used as the default accounting period in the preparation of financial reports.
Number of past due weeks.	Specify the Weeks Worked. Enter the number of past due weeks (0, 1, or 2 weeks that are enabled and 0 is the default).
User-Defined Code.	Specify a code that identifies the table that contains user-defined codes. The table is also referred to as a user-defined code type. Enter the UDC for the list row descriptions.

Print 1

MPS Time Series	Enter 1 to print MPS Time Series Section.
MPS Messages	Enter 1 to print MPS Messages Section.
Suppress blank lines.	Enter 1 to suppress the blank lines when printing the Time Series.

Print 2

Summarize supply and demand lines.

Enter 1 to summarize the supply lines into one line and the demand lines into one line.

Report Unit of Measure.

Enter the Unit of Measure in which you want the quantities printed. Values are:

1: Primary

2: Production

3: Component

JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Labor Planning Reports

Some labor planning reports include a more detailed description, as well as information about processing options. These reports are listed alphanumerically by report ID in this section.

R3350 - Capacity Requirements and Messages Report

Use processing options to control this information on the report:

Time period.
Unit of measure for load information.
Type of planning.
Capacity requirements, capacity messages, or both.
User-defined code for row descriptions.

Although you can run three versions of the report, the JD Edwards EnterpriseOne Plant and Equipment Management system uses the Capacity Requirements Planning version.

The system draws information for this report from these tables:

Capacity Load Table (F3313).
Capacity Message File (F3311).
Work Center Master File (F30006).

When you set processing options for this report, consider that any unit of measure that you enter in the processing options must be the same unit of measure that is used in the Account Master table (F0901) for the work center.

Load Types

A load type describes the type of labor demand placed on a work center. The system calculates the five load types:

Rated Profile

The total resource units from the Work Center Revisions form.
Loaded Profile

The load that is forecast from the planned and released work orders.
Percent Resource Used

The Loaded Profile that is divided by the Rated Profile.
Resource Available

The Loaded Profile subtracted from the Rated Profile.
Cumulative Resource Available

A running total of the resources available. If a work center runs over capacity, this number could be negative. If the work center runs under-capacity, the cumulative resources could increase each period.

Processing Options for the Capacity Requirements and Messages Report (R3350)

Processing options enable you to specify the default processing for programs and reports.

Defaults

1. Enter the Capacity Mode:	Specify a code indicating which planning is being used. Values are: 1: Resource Requirements Planning. 2: Rough Cut Capacity Planning. 3: Capacity Requirements Planning.
2. Enter the Unit of Measure.	Specify a value from UDC 00/UM (Unit of Measure) that identifies the unit of measurement for an amount or quantity. For example, it can represent a barrel, box, cubic meter, liter, hour, and so on.
3. Enter the Start Date for the report.	Specify the date that an item is scheduled to arrive or that an action is scheduled for completion.
4. Enter a 1 to print Capacity Requirements.	Specify the Yes or No Entry field is a common single character entry field for simple yes or no responses on prompt screens.
5. Enter a 1 to print Capacity Messages.	Specify the Yes or No Entry field is a common single character entry field for simple yes or no responses on prompt screens.
6. Enter the number of periods for the report (1–54).	Specify a code that specifies the event point for an integer.
7. Enter the User-Defined Code to use for the row descriptions.	Specify a code that identifies the table that contains UDCs. The table is also referred to as a UDC type.

R3352 - Period Summary Report

You can specify the type of planning by selecting the appropriate report version. CAM uses the Capacity Requirements Planning version.

The system draws information for this report from these tables:

Capacity Load Table (F3313).
Capacity Pegging (F3312).
Work Center Master File (F30006).

When you set processing options for this report, consider that the system uses the Period From and the Period To dates that you enter:

If you enter dates in both fields, the system prints the summary within that period.
If you enter a date in the Period To field only, the system prints the summary beginning with the current period.

If you do not select a Period From date, the system prints the past due orders before the current date.
If you enter a date in the Period From field only, the system prints all items from that date onward.
If more than one order for an item is scheduled at the work center for the same period, the system prints the item number once for each order in the report.

Processing Options for the Period Summary Report (R3352)

Processing options enable you to specify the default processing for programs and reports.

Defaults

1. Enter the Capacity Mode:	Specify a code indicating which planning is being used. Values are: 1: Resource Requirements Planning. 2: Rough Cut Capacity Planning. 3: Capacity Requirements Planning.
2. Enter the Starting Period date.	Specify the date that an item is scheduled to arrive or that an action is scheduled for completion.
3. Enter the Ending Period date.	Specify the date that an item is scheduled to arrive or that an action is scheduled for completion.
4. Enter up to 5 Units of Measure for the report - Unit of Measure 1.	Specify a value from UDC 00/UM (Unit of Measure) that identifies the unit of measurement for an amount or quantity for Unit of Measure 1. For example, it can represent a barrel, box, cubic meter, liter, hour, and so on.
4. Enter up to 5 Units of Measure for the report - Unit of Measure 2.	Specify a value from UDC 00/UM (Unit of Measure) that identifies the unit of measurement for an amount or quantity for Unit of Measure 2. For example, it can represent a barrel, box, cubic meter, liter, hour, and so on.
4. Enter up to 5 Units of Measure for the report - Unit of Measure 3.	Specify a value from UDC 00/UM (Unit of Measure) that identifies the unit of measurement for an amount or quantity for Unit of Measure 3. For example, it can represent a barrel, box, cubic meter, liter, hour, and so on.
4. Enter up to 5 Units of Measure for the report - Unit of Measure 4.	Specify a value from UDC 00/UM (Unit of Measure) that identifies the unit of measurement for an amount or quantity for Unit of Measure 4. For example, it can represent a barrel, box, cubic meter, liter, hour, and so on.

JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Preventive Maintenance Reports

Some preventive maintenance reports include a more detailed description, as well as information about processing options. These reports are listed alphanumerically by report ID in this section.

R12407 - Maintenance Schedule

The Maintenance Schedule report displays the service types that you assign for each piece of equipment on the preventive maintenance schedule. Depending on the maintenance status of each service type, the system determines whether it is scheduled, in process, or complete.

You can run these three versions of the report:

Version	Description
Completed maintenance records	Prints service types that have a maintenance status of 98 (canceled) or 99. The completion date prints, as well as the total miles, fuel, hours, or other user-defined statistical units for the equipment. The address book number of the employee completing the service also prints.
Scheduled maintenance records	Prints service types that have a maintenance status of less than 98. If you schedule the service for a specific date, the date prints. If you schedule the service at intervals, the number of days prints. If you schedule the service according to miles, fuel, hours, or other user-defined statistical units, the appropriate numbers print.
Mechanic's worksheet	Prints service types that have a user-defined maintenance status-for example, between 50 and 70. If you schedule service according to miles, fuel, hours, or other user-defined statistical units, the current readings for the item print. The % Due column on the report displays how close the service is to being due or whether it is overdue. The address number of the employee assigned to the task also prints.

The system draws information for this report from these tables:

Maintenance Schedule File (F1207)
Asset Master File (F1201)

Processing Options for the Print Maintenance Schedule Report (R12407)

Processing options enable you to specify the default processing for programs and reports.

1. Report Format	Specify which statuses the system uses to determine what to print. Use data selection to indicate which statuses are included on the report. Values are: 1: Completed maintenance (typically, statuses that are greater than 99). 2: Scheduled maintenance (typically, statuses that are less than 99). 3: Mechanic's worksheet (typically, statuses that are between 50 and 70).
2. Standard Text	Specify whether the system prints the standard text associated with a procedure. Values are: Blank: Do not print standard text. 1: Print standard text.
3. Equipment Number Format	Specify the equipment number format that appears on the report. Values are: 1: Asset number 2: Unit number 3: Serial number
4. Location	Specify whether the system organizes the report by location. Values are: Blank: Do not print assets by location. 1: Print assets by location and set page breaks by location. When you select to print assets by location and set page breaks, you should include the location early in the data selection (for example, Company, Location, Asset Number; or Location, Asset Number.)

R12450 - Equipment Message Log

Message types are UDCs in table 12/EM (Equipment Messages) and might include:

Problem messages
Planned maintenance messages
Actual maintenance messages

You can print these four versions of this report:

Actual Maintenance
Reported Problems
Planned Maintenance
Reported Problems versus Maintenance

The Maintenance Log report prints messages in this sequence:

Equipment number
Date
Time

The report includes cleared messages only if you use data selections to specify that you want those messages to appear. The report also includes messages with a tickler date (the date when the messages go into effect).

The system draws information for this report from these tables:

Equipment Messages (F1205)
Asset Master File (F1201)

Processing Options for the Print Equipment Message Log Report (R12450)

Processing options enable you to specify the default processing for programs and reports.

1. Equipment Number Format

Specify the equipment number format that appears on the report. Values are:

1: Asset number

2: Unit number

3: Serial number

R13419 - Frequency of Occurrences Report

The report displays the service types that you specify, the estimated and actual frequency of each service type, and the percentage of each service type for which maintenance has been fulfilled.

The system draws information for this report from these tables:

Asset Master File (F1201)
Maintenance Schedule File (F1207)

Processing Options for the Print Frequency of Occurrence Report (R13419)

Processing options enable you to specify the default processing for programs and reports.

Date

1. From Date

Specify the from date that the system uses to calculate the frequency of occurrence.

The system uses this date in conjunction with the through date to search for records in the Maintenance Schedule File table (F1207), based on actual completion dates.

2. Thru Date

Specify the through date that the system uses to calculate the frequency of occurrence.

The system uses this date in conjunction with the from date to search for records in the Maintenance Schedule File table (F1207), based on actual completion dates.