75 Overview to Business Unit Supplemental Data

This chapter contains these topics:

• Section 75.1, "Objectives"

• Section 75.2, "About Business Unit Supplemental Data"

75.1 Objectives

• To determine what business unit information to track

• To set up, add, and revise business unit information

• To determine how to report business unit information

• To secure business unit information

75.2 About Business Unit Supplemental Data

You might need to store information about a business unit that is not included in the standard master tables. JD Edwards World refers to this additional information as supplemental data.

To set up supplemental data, you must:

• Define the types of information you want to track

• Enter the information for the appropriate business units

• Review the information

• Set up security to control access to the information

Complete the following tasks:

• Set up business unit supplemental data types

• Work with business unit supplemental data

• View business unit supplemental data

• Print business unit supplemental data

• Set up business unit supplemental data security

75.2.1 Example: Supplemental Data for a Construction Company

Your construction company tracks supplemental information relating to the progress of each job. The business units are the various jobs.

The following graphic shows the types of business unit supplemental data described in this example.

Figure 75-1 Types of Business Unit Supplemental Data

Description of "Figure 75-1 Types of Business Unit Supplemental Data"

Code Data Types

The code data types are specific types of information that relate to these jobs. This information ordinarily would not be available in the master table. Examples include:

• Ground conditions

• Precipitation

• Wind conditions

• Daily job logs

• Incident log

For each code data type you can define the items of information that you want to track, such as categories, dates, and amounts. For example, when tracking ground conditions for the job, you might want to set up categories such as:

• Dry

• Mud

• Frost greater than 20 inches

Narrative Data Types

The narrative data types contain free-form text that is related to the entire job or to certain code data types. Examples include:

• Legal description

• General remarks

The legal description can relate to the entire job. The general remarks can describe the delays related to the various ground conditions.

75.2.2 Before You Begin

• Set up the business units for which you want to set up supplemental data