58 Advanced & Technical Processing Options

This chapter contains these topics:

• Section 58.1, "Update Work Order Status based on Purchase Order Receipt (P48810)"

• Section 58.2, "Standard Parts List Update (P13802)"

• Section 58.3, "Item Balance Repost (P12910)"

• Section 58.4, "Work Order Purge (P4801P)"

• Section 58.5, "Purge Item Master and Item Balance Files (P12912)"

• Section 58.6, "Fixed Assets Supplemental Data (P12400)"

• Section 58.7, "Specification Data Report (P12416)"

• Section 58.8, "All Item Numbers by Data Type - Alpha/Item Number (P12440)"

• Section 58.9, "Location Tracking Report (P12460)"

• Section 58.10, "Equipment Cost Analysis (P12424)"

• Section 58.11, "Equipment Variance Report - by Item (P13400)"

• Section 58.12, "Equipment Variance Report - by Job (P13400)"

• Section 58.13, "Fixed Asset Ledger - Posted (P12420)"

• Section 58.14, "Work Order Summary Status - by Business Unit (P48496)"

• Section 58.15, "Work Order Summary Status - by Phase Code (P48496)"

• Section 58.16, "Work Order Cost Summary (P48497)"

• Section 58.17, "Period Summary (P3352)"

• Section 58.18, "Work Order Cost Detail (P48498)"

• Section 58.19, "Print Work Order Gantt Chart (P48440)"

• Section 58.20, "Equipment History Report (P13420)"

• Section 58.21, "Budget to Actual Report (P13418)"

• Section 58.22, "Work Order Execution Report (P13430)"

• Section 58.23, "Labor Utilization Report (P13440)"

• Section 58.24, "Parts Forecast Report (P13450)"

• Section 58.25, "Equipment Parts List Report (P13410)"

• Section 58.26, "Completed Maintenance Records (P12407)"

• Section 58.27, "Mechanic's Worksheet (P12407)"

• Section 58.28, "Scheduled Maintenance Records (P12407)"

• Section 58.29, "Item Log - Actual Maintenance (P12450)"

• Section 58.30, "Item Log - Planned Maintenance (P12450)"

• Section 58.31, "Item Log - Problems vs Maintenance (P12450)"

• Section 58.32, "Item Log - Reported Problems (P12450)"

• Section 58.33, "Schedule & Message Detail (P3450)"

• Section 58.34, "PM Projection Print - Monthly (P13412)"

• Section 58.35, "PM Projection Print - Quarterly (P13412)"

• Section 58.36, "PM Projection Print - Weekly (P13412)"

• Section 58.37, "Frequency of Occurrence (P13419)"

• Section 58.38, "Planning (P3350)"

58.1 Update Work Order Status based on Purchase Order Receipt (P48810)

Processing Option	Processing Options Requiring Further Description
PO RECEIPT STATUS:
1. Enter the purchase order status above which indicates that the purchase order has been received.
WO STATUS:
2. Enter the status to change the work order to when all parts have been received.
3. Enter the status to change the work order to when some parts have been received.
E-MAIL ADDRESS:
4. Define which work order address will receive an E-mail message about the change in work order status. 1 = Originator (ANO) 2 = Assigned To (ANP) 3 = Supervisor (ANPA) 4 = Manager (ANSA) 5 = Customer (AN8)

58.2 Standard Parts List Update (P13802)

Processing Option	Processing Options Requiring Further Description
UPDATE OPTIONS:
1. Enter a '1' to run in Final Mode and update the standard parts list. Leave blank to run in Preliminary Mode and print report only.
2. Enter a '1' to use Original Quantity when Transaction Quantity is zero. Leave blank to use zero quantity on update.
3. Enter a '1' to also update Standard Parts List of the piece of equipment on the work order.

58.3 Item Balance Repost (P12910)

Processing Option	Processing Options Requiring Further Description
PRINT SELECTION: 1. Enter a '1' to print differences and update Fixed Asset Balance File. Leave blank (default) to only print the differences between Transaction Ledger file (F0911) and Fixed Asset Balance file (F1202). 2. Identify how to print asset number. 1 = Item Number (DEFAULT) 2 = Unit Number 3 = Serial/Tag Number
PURGE F1202 PERIOD AMOUNTS: 3. Enter a '1' to first clear all period postings in F1202 for selected records prior to reposting. It is HIGHLY recommended that you back up your F1202 file if activating this selection. Note: You MUST verify that XJDE0001 for P129101 is correctly selecting the records you will be reposting. Only AA ledgers will be cleared.

58.4 Work Order Purge (P4801P)

Processing Option	Processing Options Requiring Further Description
PROCESSING CONTROL:
1. Enter a '1' to save purged records to a special purge library.
2. Enter a '1' to reorganize the purged file.

58.5 Purge Item Master and Item Balance Files (P12912)

Processing Option	Processing Options Requiring Further Description
PURGE SELECTION OPTIONS:
1. Enter a '1' next to the following files you want to purge: F1201 - Item Master File F1202 - Item Balances File F1301 - Equipment Rental Rate File F1204 - Location History File F1205 - Item Message File F1206 - License Master File F1207 - Maintenance Schedule File F1212 - Parent History File F1307 - Status History File F1308 - Maintenance Loops File F13907 - Associated Service Types Note: If the F1201 File is selected for purge, all related files will also be purged.
2. Enter one of the following: '1' = purge records for assets if the disposal date is less than the current fiscal year. Use this option when purging F1301, F1204, F1205, F1206, F1207, and F1307 only. '2' = purge prior year Item Balance records for selected assets. '3' = do both 1 and 2 above.
3. If purging prior year Item Balance (F1202) records, enter the number of years to retain. (The default and minimum is one year or current year balances.) Note: Be sure the Fixed Asset Annual Close has been run PRIOR to purging last year's Item Balance Records.
PRINT OPTION:
4. Enter one of the following to print on the purge report: '1' = Item Number '2' = Unit Number '3' = Serial/Tag Number

58.6 Fixed Assets Supplemental Data (P12400)

Processing Option	Processing Options Requiring Further Description
PRINT SELECTION: 1. Enter a 'N' to bypass printing text information on the report. Leave blank (default) to print the text.
2. Choose which asset number to print: '1' = Item Number (default). '2' = Unit Number. '3' = Serial Number.

58.7 Specification Data Report (P12416)

Processing Option	Processing Options Requiring Further Description
1. Enter a '1' to display Specification Template. Leave blank to display Specification Data.

58.8 All Item Numbers by Data Type - Alpha/Item Number (P12440)

Processing Option	Processing Options Requiring Further Description
PRINT SELECTION: 1. Enter a 'N' to bypass printing text information on the report. Leave blank (default) to print the text.
2. Choose which asset number to print: '1' = Item Number (default). '2' = Unit Number. '3' = Serial Number.

58.9 Location Tracking Report (P12460)

Processing Option	Processing Options Requiring Further Description
PRINT OPTIONS:
1. Enter a '1' to print the Location Tracking text. Leave blank (default) to print no associated text.
2. Choose which asset number to print: '1' = Item number (default). '2' = Unit number. '3' = Serial number.

58.10 Equipment Cost Analysis (P12424)

Processing Option	Processing Options Requiring Further Description
REPORT SELECTION: 1. Identify how to print report. D = Detail Report (DEFAULT) O = Total by Object Account S = Summary Report R = Total by Subsidiary Account
DATE SELECTION: 2. Enter through period or through fiscal date. Leave blank to use current period.
LEDGER TYPE SELECTION: 3. Enter a single ledger type. Leave blank (default) for "AA" ledger.
UNITS SELECTION: 4. Enter a "1" to suppress units from printing on report. Leave blank to print units (default). 5. Identify what Automatic Accounting Instruction to use for units. Y = 'AT00' AAI (DEFAULT) A = 'FMA ' AAI B = 'FMB ' AAI
PRINT SELECTION: 6) Enter a "1" to omit printing assets with zero cost. Leave blank to print all assets (DEFAULT). 7) Identify how to print asset number. 1 = Item Number (DEFAULT) 2 = Unit Number 3 = Serial Number 8) Identify how to print the amounts. blank = Amounts w/ commas (DEFAULT) 1 = Amounts w/o commas

58.11 Equipment Variance Report - by Item (P13400)

Processing Option	Processing Options Requiring Further Description
DATE SELECTION:
1. Enter the date range over which the report will cover: a. From Period: b. From Fiscal Year: c. Thru Period: d. Thru Fiscal Year:
AMOUNT SELECTION:
2. Enter a '1' to print inception-to- date amounts. Leave blank (default) to print current period amounts.
COLUMN HEADING ACCOUNT RANGE SELECTION:
3. Enter object account ranges to be included under the following column headings on the report: a. "Standard Amount" column - Beginning Object Account: Ending Object Account: b. "Actual Amount" column - Beginning Object Account: Ending Object Account: c. "Actual Hours" column - Beginning Object Account: Ending Object Account:
PRINT SELECTION:
4. Identify how to print asset number: 1= Item Number (Default) 2= Unit Number 3= Serial Number

58.12 Equipment Variance Report - by Job (P13400)

Processing Option	Processing Options Requiring Further Description
DATE SELECTION:
1. Enter the date range over which the report will cover: a. From Period: b. From Fiscal Year: c. Thru Period: d. Thru Fiscal Year:
AMOUNT SELECTION:
2. Enter a '1' to print inception-to- date amounts. Leave blank (default) to print current period amounts.
COLUMN HEADING ACCOUNT RANGE SELECTION:
3. Enter object account ranges to be included under the following column headings on the report: a. "Standard Amount" column - Beginning Object Account: Ending Object Account: b. "Actual Amount" column - Beginning Object Account: Ending Object Account: c. "Actual Hours" column - Beginning Object Account: Ending Object Account:
PRINT SELECTION:
4. Identify how to print asset number: 1= Item Number (Default) 2= Unit Number 3= Serial Number

58.13 Fixed Asset Ledger - Posted (P12420)

Processing Option	Processing Options Requiring Further Description
PRINT SELECTION: 1. Identify how to print the Amount. blank = Amount w/commas (DEFAULT) 1 = Amount w/o commas

58.14 Work Order Summary Status - by Business Unit (P48496)

Processing Option	Processing Options Requiring Further Description
PRINT OPTION:
1. Choose one of the following: '1' = Print equipment item numbers. '2' = Print equipment unit numbers. '3' = Print equipment serial numbers. ' ' = Do not print equipment numbers (default).
LEDGER TYPE SELECTION:
2. Enter a single ledger type. Leave blank (default) for "AA" ledger.

58.15 Work Order Summary Status - by Phase Code (P48496)

Processing Option	Processing Options Requiring Further Description
PRINT OPTION:
1. Choose one of the following: '1' = Print equipment item numbers. '2' = Print equipment unit numbers. '3' = Print equipment serial numbers. ' ' = Do not print equipment numbers (default).
LEDGER TYPE SELECTION:
2. Enter a single ledger type. Leave blank (default) for "AA" ledger.

58.16 Work Order Cost Summary (P48497)

Processing Option	Processing Options Requiring Further Description
DATE SELECTION:
1. Enter the date range for the report. Leave blank (default) to include all costs, regardless of their G/L dates. From Date: Thru Date:
LEDGER TYPE SELECTION:
2. Enter a single ledger type. Leave blank (default) for "AA" ledger.

58.17 Period Summary (P3352)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Enter the Capacity Mode to use: 1 = Resource Requirements Planning 2 = Rough Cut Capacity Planning 3 = Capacity Requirements Planning
2. Enter the Unit of Measure. If left blank, 'HR' will be used.
3. Enter the Start Date. If left blank, the system date will be used.
4. Enter the End Date. If left blank, all data after the Start Date will displayed.

58.18 Work Order Cost Detail (P48498)

Processing Option	Processing Options Requiring Further Description
DATE SELECTION:
1. Enter the From Date. Leave blank (default) to include all costs with G/L dates up to the Thru Date below.
2. Enter the Thru Date. Leave blank (default) to include all costs with G/L dates from the From Date forward.
LEDGER TYPE SELECTION:
3. Enter a single ledger type. Leave blank (default) for "AA" ledger.

58.19 Print Work Order Gantt Chart (P48440)

Processing Option	Processing Options Requiring Further Description
DATE SELECTION:
1. Enter the 'as of' date for the Gantt Chart.
SPREAD FREQUENCY OPTION:
2. Enter a '1' to spread the chart monthly. Leave blank (default) to spread it weekly.

58.20 Equipment History Report (P13420)

Processing Option	Processing Options Requiring Further Description
PRINT OPTION:
1. Identify how to print asset number. 1 = Item Number (Default) 2 = Unit Number 3 = Serial Number
DATE OPTION:
2. Work Order Completion Date. From: To:
FAILURE CODE OPTION:
4. Define UDC for Failure Code. (01-10)
ACTION CODE OPTION:
5. Define UDC for Action Code. (01-10)

58.21 Budget to Actual Report (P13418)

Processing Option	Processing Options Requiring Further Description
DATE SELECTION:
1. Enter the Work Order Date from which to start the work order selection.
2. Enter the Work Order Date from which to end the work order selection.
PRINT SELECTION:
3. Identify how to print asset number. 1 = Item Number (Default) 2 = Unit Number 3 = Serial Number
UPDATE OPTION:
4. Enter a '1' to run the Update WO Hours program (P13800) as you print the report. Default of blank will not run the update program.

58.22 Work Order Execution Report (P13430)

Processing Option	Processing Options Requiring Further Description
DATE SELECTION:
1. Enter the WO From date: "Date Created"
2. Enter the WO Thru date:
DISPLAY OPTION:
3. Identify how to print asset number. 1 = Item Number (Default) 2 = Unit Number 3 = Serial Number
PARTS STATUS:
4. Enter the "Pending Parts Status" User Defined Code.

58.23 Labor Utilization Report (P13440)

Processing Option	Processing Options Requiring Further Description
PRINT SELECTION:
1. Identify how to print asset number. 1 = Item Number (Default) 2 = Unit Number 3 = Serial Number
DATA SELECTION:
2. Enter the Work Order Date Range to be used in selecting work orders. From: Thru:

58.24 Parts Forecast Report (P13450)

Processing Option	Processing Options Requiring Further Description
DATE RANGE:
1. Enter From Work Order Start Date: Enter Thru Work Order Start Date:
PRINT SELECTION:
2. Identify how to print asset number. 1 = Item Number (Default) 2 = Unit Number 3 = Serial Number
3. Identify how to print component. 1 = Compnt Item No. short 2 = Component 2nd Number (Default) 3 = Component 3rd Number
BRANCH SELECTION:
4. Identify which branch to select the quantity on hand. (Leave blank to select all branches.)

58.25 Equipment Parts List Report (P13410)

Processing Option	Processing Options Requiring Further Description
PRINT SELECTION:
1. Identify how to print asset number. 1 = Item Number (DEFAULT) 2 = Unit Number 3 = Serial Number
DATA SELECTION:
2. Enter the Branch/Plant for Parts List Location.

58.26 Completed Maintenance Records (P12407)

Processing Option	Processing Options Requiring Further Description
PRINT OPTIONS:
1. Choose which report format to print: '1' = Completed Maintenance (usually, statuses of '99'). '2' = Scheduled Maintenance (usually, statuses less than '99'). '3' = Mechanic's Worksheet (usually, status range of '50' to '70'). Note: DREAM Writer Data Selection determines which statuses are actually included on the report.
2. Enter a '1' to print the procedure number's standard text. Leave blank (default) to print no standard text.
3. Choose which asset number to print: '1' = Item number (default). '2' = Unit number. '3' = Serial number.
4. Enter a '1' to print the assets by Location, page breaking by Location. Note: If selecting this option, Location should be high in the DREAM Writer data sequence list (for example Company, Location, Item Number; or Location, Item Number; and so forth).

58.27 Mechanic's Worksheet (P12407)

Processing Option	Processing Options Requiring Further Description
PRINT OPTIONS:
1. Choose which report format to print: '1' = Completed Maintenance (usually, statuses of '99'). '2' = Scheduled Maintenance (usually, statuses less than '99'). '3' = Mechanic's Worksheet (usually, status range of '50' to '70'). Note: DREAM Writer Data Selection determines which statuses are actually included on the report.
2. Enter a '1' to print the procedure number's standard text. Leave blank (default) to print no standard text.
3. Choose which asset number to print: '1' = Item number (default). '2' = Unit number. '3' = Serial number.
4. Enter a '1' to print the assets by Location, page breaking by Location. Note: If selecting this option, Location should be high in the DREAM Writer data sequence list (for example Company, Location, Item Number; or Location, Item Number; and so forth).

58.28 Scheduled Maintenance Records (P12407)

Processing Option	Processing Options Requiring Further Description
PRINT OPTIONS:
1. Choose which report format to print: '1' = Completed Maintenance (usually, statuses of '99'). '2' = Scheduled Maintenance (usually, statuses less than '99'). '3' = Mechanic's Worksheet (usually, status range of '50' to '70'). Note: DREAM Writer Data Selection determines which statuses are actually included on the report.
2. Enter a '1' to print the procedure number's standard text. Leave blank (default) to print no standard text.
3. Choose which asset number to print: '1' = Item number (default). '2' = Unit number. '3' = Serial number.
4. Enter a '1' to print the assets by Location, page breaking by Location. Note: If selecting this option, Location should be high in the DREAM Writer data sequence list (for example Company, Location, Item Number; or Location, Item Number; and so forth).

58.29 Item Log - Actual Maintenance (P12450)

Processing Option	Processing Options Requiring Further Description
PRINT SELECTION: 1. Identify how to print asset number. 1 = Item Number (DEFAULT) 2 = Unit Number 3 = Serial Number

58.30 Item Log - Planned Maintenance (P12450)

Processing Option	Processing Options Requiring Further Description
PRINT SELECTION: 1. Identify how to print asset number. 1 = Item Number (DEFAULT) 2 = Unit Number 3 = Serial Number

58.31 Item Log - Problems vs Maintenance (P12450)

Processing Option	Processing Options Requiring Further Description
PRINT SELECTION: 1. Identify how to print asset number. 1 = Item Number (DEFAULT) 2 = Unit Number 3 = Serial Number

58.32 Item Log - Reported Problems (P12450)

Processing Option	Processing Options Requiring Further Description
PRINT SELECTION: 1. Identify how to print asset number. 1 = Item Number (DEFAULT) 2 = Unit Number 3 = Serial Number

58.33 Schedule & Message Detail (P3450)

Processing Option	Processing Options Requiring Further Description
START DATE:
1. Enter the Report Start Date. If left blank, all dates will be printed.
PRINT FORMAT:
2. Enter the number of time periods to be printed up to 54 periods.
3. Enter the number of past due weeks, (0-2). If left blank, no past due periods will be printed.	Set to 2 if using Planning Fence Rule H.
4. Enter the UDC for row descriptions.
5. Enter '1' next to the sections of the report to be printed: a. MPS Time Series b. MPS Messages
6. Enter a '1' to suppress the blank lines when printing the Time Series.
7. Enter a '1' to summarize the supply and demand lines into one line each.
8. Enter the UOM in which to print the quantities: 1 = Primary UOM 2 = Production UOM 3 = Component UOM If left blank, quantities will be printed in Primary UOM.
MESSAGE DISPLAY FENCE:
9. Enter a '1' to print only items that have action messages inside the display fence or a '2' to print items that have ANY messages inside the fence (warnings included). If left blank, the display fence will not be used; all items in the data selection will print.

58.34 PM Projection Print - Monthly (P13412)

Processing Option	Processing Options Requiring Further Description
DATE SELECTION:
1. Enter the beginning date of the first period.
PERIOD SELECTION:
2. Enter a 'W' for Weekly period 'M' for Monthly period 'Q' for Quarterly Period.
PRINT OPTION:
3. Enter a '1' to print Item Number '2' to print Unit Number '3' to print Serial Number. (Blank will default the Item Number)
4. Print the Parts List ('Y' or 'N') (blank will not print Parts List)
FORECAST TYPE:
5. Enter the Forecast Type.
CRAFT SELECTION:
6. Enter a work center to be used in selecting which PMs to project. Only those PMs with a model work order that uses that work center will be selected.

58.35 PM Projection Print - Quarterly (P13412)

Processing Option	Processing Options Requiring Further Description
DATE SELECTION:
1. Enter the beginning date of the first period.
PERIOD SELECTION:
2. Enter a 'W' for Weekly period 'M' for Monthly period 'Q' for Quarterly Period.
PRINT OPTION:
3. Enter a '1' to print Item Number '2' to print Unit Number '3' to print Serial Number. (Blank will default the Item Number)
4. Print the Parts List ('Y' or 'N') (blank will not print Parts List)
FORECAST TYPE:
5. Enter the Forecast Type.
CRAFT SELECTION:
6. Enter a work center to be used in selecting which PMs to project. Only those PMs with a model work order that uses that work center will be selected.

58.36 PM Projection Print - Weekly (P13412)

Processing Option	Processing Options Requiring Further Description
DATE SELECTION:
1. Enter the beginning date of the first period.
PERIOD SELECTION:
2. Enter a 'W' for Weekly period 'M' for Monthly period 'Q' for Quarterly Period.
PRINT OPTION:
3. Enter a '1' to print Item Number '2' to print Unit Number '3' to print Serial Number. (Blank will default the Item Number)
4. Print the Parts List ('Y' or 'N') (blank will not print Parts List)
FORECAST TYPE:
5. Enter the Forecast Type.
CRAFT SELECTION:
6. Enter a work center to be used in selecting which PMs to project. Only those PMs with a model work order that uses that work center will be selected.

58.37 Frequency of Occurrence (P13419)

Processing Option	Processing Options Requiring Further Description
DATA SELECTION:
1. Enter the From Date:
2. Enter the To Date:

58.38 Planning (P3350)

Processing Option	Processing Options Requiring Further Description
REPORT FORMAT:
1. Enter the Capacity Mode to use: 1 = Resource Requirements Planning 2 = Rough Cut Capacity Planning 3 = Capacity Requirements Planning
2. Enter the Unit of Measure. If left blank, 'HR' will be used.
3. Enter the Start Date. If left blank, the system date will be used.
4. Enter a 'Y' by the sections of the report to be printed: a. Capacity Requirements b. Capacity Messages
5. Enter the number of periods.
6. Enter the UDC table to use for row descriptions.