4 Enter Detailed Information

This chapter contains these topics:

You can enter information to further define your equipment in the system. The system stores this detailed equipment information in user defined databases. Use this detailed information to report and track information that is important to your organization, but is not in the equipment master.

4.1 Entering Specification Information

Navigation

From Equipment/Plan Management (G13), choose Equipment Information

From Equipment Information (G1311), choose Supplemental Data

From Supplemental Data (G1318), choose Specification Data Entry

You can use the supplemental data type SP to include specification sheet information for your equipment. Use specification data to report on static equipment information. For example, you might set up this supplemental data type to record and report on the information from equipment nameplates and specification sheets.

Data Type Description
Equipment nameplates A nameplate is the metal plate that you attach to a piece of equipment. The nameplate often includes information about the equipment such as:

  • Model number

  • Power requirements

  • Manufacture date
Specification sheets Specification sheets come from the equipment manufacturer. Specification sheets include specific information about a piece of equipment such as:

  • Operating instructions

  • Safety instructions

  • Power

  • Dimensions

You set up and access the specification database as one of your supplemental data types. You can define what specification data you want to keep, in which positions you enter the data, and the length of the data fields. You can also set up the specification database so that the system will edit the data against user defined code tables.

4.1.1 Before You Begin

To enter specification information

  1. On Specification Data Entry, to locate a piece of equipment, complete the following field:

    Figure 4-1 Specification Data Entry screen

    Description of Figure 4-1 follows
    Description of "Figure 4-1 Specification Data Entry screen"

  2. Complete all appropriate fields.

  3. To see additional pages, complete the following field:

    • Page Number

4.2 Entering Permit and License Information

Navigation

From Equipment/Plan Management (G13), choose Equipment Information

From Equipment Information (G1311), choose Permit and License Tracking

Enter permit and license information to record permits, licenses, and certificates for equipment. You can also track renewal dates and multiple state licenses. For example, you can track certification information for equipment, such as bridge cranes and license renewal information for equipment you transport to areas under different licensing authorities.

To enter permit and license information

  1. On Permit and License Tracking, to locate a piece of equipment, complete the following field.

    • Equipment Number (Asset Number)

  2. Complete the following fields:

    • State

    • Number

    • Date

    • Agency Number

  3. Complete the following optional field:

    • Fee

Figure 4-2 Permit and License Tracking screen

Description of Figure 4-2 follows
Description of "Figure 4-2 Permit and License Tracking screen"

4.3 Working with Supplemental Information

You can enter supplemental information for a piece of equipment that is not in the equipment master. You can then use the information that you enter to enhance your ability to track, review, and report on the equipment in your system. You can define and maintain any type of supplemental data that you need. For example, you might set up supplemental data for motor graders. The data might include vibration readings, oil readings, condition reports, and so on.

Working with supplemental information consists of the following:

  • Entering supplemental information

  • Reviewing supplemental information by data type

  • Reviewing supplemental information by equipment

After you enter supplemental data, you can review the information using the following formats:

Format Description
By data type You can review a list of additional equipment information based on a particular supplemental data type. For example, assume you have set up a supplemental data type for capacity. You can review a list of all equipment for which you assign the supplemental data type for capacity. You can use date selections to limit the amount of information that the system displays.
By equipment You can review a list of the additional information by supplemental data type that you assign to individual pieces of equipment. For example, you can review information for all supplemental data types that you assign to a particular motor grader. You can use date selections to limit the amount of information that the system displays.

4.3.1 Before You Begin

Set up data types for supplemental information. See Set Up Supplemental Data in the JD Edwards World Fixed Assets Guide for more information.

See Also:

4.3.2 Entering Supplemental Information

Navigation

From Equipment/Plan Management (G13), choose Equipment Information

From Equipment Information (G1311), choose Supplemental Data

From Supplemental Data (G1318), choose Data Entry

Enter supplemental information to track, review, and report on additional information that is not in the equipment master.

When you enter supplemental data for a particular data type, the system highlights the OP (Option) field for that data type. You can set up supplemental data security to limit the number of users who have authorization to view data.

You can use any of the following data types to enter and display supplemental data:

Data Type Description
Narrative (N) Use this data type to access the Supplemental Text Entry screen. You can use this text format to enter unlimited information about equipment.
Columnar (C) Use this data type to access the Supplemental Code Entry screen. When you set up supplemental data screens using this data type, you can define the columns into which you enter information. The system edits the values that you enter in the columns against the user defined code table you set up in Data Type Definition.
Columnar-Message (M) Use this data type to access the Supplemental Code Entry screen. You can use this data type in the same way as the columnar type. The only difference is that the system edits the values you enter in the columns of this data type against the generic rates and messages table you set up in Data Type Definition.

After you enter supplemental information, you might also want to perform the following tasks:

  • Review Supplemental Information by Data Type

  • Review Supplemental Information by Equipment

To enter supplemental information

  1. On Data Entry, to display a list of valid supplemental data types specific to a piece of equipment, complete the following field:

    • Equipment Number (Item Number)

    Figure 4-3 Data Entry screen

    Description of Figure 4-3 follows
    Description of "Figure 4-3 Data Entry screen"

  2. Select one or more types of information.

    The following example shows the format for data formats C and M.

    Figure 4-4 User Defined Code Entry screen showing data format

    Description of Figure 4-4 follows
    Description of "Figure 4-4 User Defined Code Entry screen showing data format"

  3. Complete the appropriate fields.

  4. Choose Detail (F4).

    Figure 4-5 User Defined Code Entry Detail screen

    Description of Figure 4-5 follows
    Description of "Figure 4-5 User Defined Code Entry Detail screen"

  5. To enter additional supplemental information, complete the appropriate fields.

  6. To enter text for a specific line of code, select the Text option (C and M display formats only).

    Figure 4-6 Text Entry - Fixed Assets screen

    Description of Figure 4-6 follows
    Description of "Figure 4-6 Text Entry - Fixed Assets screen"

  7. To review or change the standard message, select Generic Message (M display mode only).

4.3.3 What You Should Know About

Supplemental Data Description
Entering additional text You can use the Text option to enter additional information for equipment in text format, regardless of the format you define for the supplemental data screen.
Choosing Specification Sheets If you choose Specification Sheets (SP) from Data Entry, the system displays the Specification Data Entry screen.

See Chapter 4, "Entering Specification Information," for more information about using specification sheets.

4.3.4 Reviewing Supplemental Information by Data Type

Navigation

From Equipment/Plan Management (G13), choose Equipment Information

From Equipment Information (G1311), choose Supplemental Data

You can review a list of additional equipment information based on a particular supplemental data type. For example, assume you have set up a supplemental data type for capacity. You can review a list of all equipment for which you assign the supplemental data type for capacity. You can use date selections to limit the amount of information that the system displays.

To review supplemental information by data type

  1. On Inquiry by Data Type, complete the following field:

    • Type Data

    Figure 4-7 Inquiry by Data Type screen

    Description of Figure 4-7 follows
    Description of "Figure 4-7 Inquiry by Data Type screen"

  2. To limit the information that displays, complete the following optional fields:

    • Thru

4.3.5 Reviewing Supplemental Information by Equipment

Navigation

From Equipment/Plan Management (G13), choose Equipment Information

From Equipment Information (G1311), choose Supplemental Data

From Supplemental Data (G1318), choose Inquiry by Item

You can review a list of the additional information by supplemental data type that you assign to individual pieces of equipment. For example, you can review information for all supplemental data types that you assign to a particular motor grader. You can use date selections to limit the amount of information that the system displays.

To review supplemental information by equipment

  1. On Inquiry by Item, complete the following field:

    • Equipment Number

    Figure 4-8 Inquiry by Item screen

    Description of Figure 4-8 follows
    Description of "Figure 4-8 Inquiry by Item screen"

  2. To limit the information that displays, complete the following optional fields:

    • Date From

    • Thru