This chapter contains these topics:
Section 55.2, "Default Values for Speed Project Setup (P48015)"
Section 55.8, "Equipment and Subledger Inventory Issues (P4112)"
Section 55.10, "Work Order (Subledger) Inventory Issues (P4112)"
Section 55.12, "Time Entry by Job (Business Unit) (P051161)"
Section 55.15, "Scheduling Workbench - Equipment Entry (P48201)"
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| WORK ORDER DEFAULTS: | |
| 1. Enter the Defaults for the following:
Type Priority Phase or Matter (Cat. Code 1) Category Code 2 Category Code 3 |
|
| 2. Enter a '1' to default the Manager and Supervisor based on the values for Category Codes 1, 2, and 3. | |
| 3. Enter the default Work Order Type | |
| 4. Enter the Category Code defaults:
Category Code 4 Category Code 5 Category Code 6 Category Code 7 Category Code 8 Category Code 9 Category Code 10 |
|
| 5. Enter the Address Book defaults:
Manager Customer Assigned To Originator Supervisor |
|
| 6. Enter a '1' to require the entry of the Manager address field. | |
| 7. Enter a '1' to require the entry of the Planner address field. | |
| 8. Enter a '1' to require the entry of the Assigned To address field. | |
| 9. Select the value for the work order cross-reference:
' ' = equipment's immediate parent '1' = equipment's top level parent '2' = value from parent work order |
|
| 10. Enter a '1' to default the Standard Parts List from the Equipment.
Leave blank to not default the Standard Parts List. |
|
| WORK ORDER EDITS: | |
| 11. Enter a '1' to automatically change the start date and requested date on the parts and routings when they change on the work order.
Leave blank to not update the parts and routings automatically. |
|
| 12. Enter a '1' to require an equipment number to be entered.
Leave blank to not require an equipment number |
|
| 13. Enter a '1' to give a soft warning when the business unit entered does not match the business unit associated with the equipment number. | |
| 14. Enter a '1' to give a soft warning for the date edits.
Enter a '2' to give a hard warning for the date edits. Leave blank (DEFAULT) to accept all dates entered. |
|
| 15. Enter the status that a Work Order must be equal to or less than to be current.
If a status is entered a soft warning will be given when entering a new Work Order and current Work Orders exist for the referenced piece of equipment. |
|
| 16. Enter the Purchase Order Status below which are active orders and a soft warning will be given when completing a work order.
Leave blank to give no warnings about active purchase orders when completing a work order. |
|
| 17. Enter the work order approval type to be used in the approval process. | |
| DREAM WRITER VERSIONS: | |
| 18. Enter the DREAM Writer version of the Work Order Print (P48425) to call.
Leave blank to call version XJDE0001. |
|
| 19. Enter the DREAM Writer version of the Work Order Parts List (P1311) to call.
Leave blank to call version ZJDE0001. |
|
| 20. Enter the DREAM Writer version of the Equipment Work Order Routing Instructions (P1312) to call.
Leave blank to call version ZJDE0001. |
|
| 21. Enter the DREAM Writer version of the Equipment Master (P1201) to call.
Leave blank to call version ZJDE0001. |
|
| WORK ORDER EDITS: | |
| 22. Enter a '1' to default system date as the start date. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT PROCESSING: | |
| 1. Enter a '1' to default the manager and supervisor based on the values for Category Codes 1, 2, and 3. | |
| 2. Enter the defaults for the following fields:
Type Priority Beginning Status Phase (Category Code 1) Category Code 2 Category Code 3 |
|
| PROGRAM SELECTION: | |
| 3. Choose the work order entry program to call when the option exit is used:
'2' = Equipment Work Order (P48011) '3' = Work Order Entry (SAR) (P48012) '4' = Manufacturing Work Order (P48013) (default) '5' = Project Task Details (P48014) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULTS: | |
| 1. Enter the default Document Type for the screen to inquire on. | |
| 2. Enter the default Work Order Type for the screen to inquire on. | |
| 3. Enter the default Approval Type for the screen to inquire on. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT PROCESSING: | |
| 1. Enter a Work Order Status range if you want to default values into the Status fields on the screen.
Leave blank for no default. a. From Status: b. To Status: |
|
| 2. Enter the default for the Category Code selections.
Leave blank to select all. a. Major Accounting Class b. Major Equipment Class c. Manufacturer d. Category Code 4 e. Category Code 5 f. Category Code 6 g. Category Code 7 h. Category Code 8 i. Category Code 9 j. Category Code 10 |
|
| DREAM WRITER VERSION SELECTION: | |
| 3. Enter the Order Inquiry (P430301) DREAM Writer version to call when the appropriate function key is selected. | |
| 4. Enter the DREAM Writer version of the Equipment Master (P1201) to call.
Leave blank to call version ZJDE0001. |
|
| 5. Enter the DREAM Writer version of the Work Order Entry (P48011) to call.
Leave blank to call version ZJDE0001. |
|
| 6. Enter the DREAM Writer version of the Backlog (P48201) to call.
Leave blank to call version ZJDE0002. |
|
| FORMAT CONTROL: | |
| 7. Enter a '1' to display work order information first.
Leave blank to display equipment number first. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| PRINT OPTIONS: | |
| 1. Enter a '1' to print the Parts List Information on a new page.
Leave blank (default) to print it without page breaking. |
|
| 2. Enter a '1' to print the Routing Instructions on a new page.
Leave blank (default) to print it without page breaking. |
|
| 3. Enter a '1' to print the Standard Description Text on a new page.
Leave blank (default) to print it without page breaking. |
|
| 4. Enter a '1' to omit printing the W.O. header information with the parts and routings.
Leave blank (default) to print the W.O. header information with the parts and routings. |
|
| 5. Enter a '1' to suppress the printing of the dates associated with the work order record type information. | |
| 6. Enter a '1' to print Specification Data associated with the piece of equipment on the work order.
Leave blank to not print. |
|
| 7. Enter a '1' to print Supplemental Data associated with the work order.
Leave blank to not print. |
|
| 8. Enter the Record Types to be printed with the work order. List them one after the other on the same line.
The "A" Record Type will always print. |
|
| 9. Enter a '1' to suppress the printing of the estimated hours associated with the work order.
Leave blank to print the estimated hours. |
|
| 10. Enter a '1' to print Equipment Messages associated with the piece of equipment on the work order.
Leave blank to not print. |
|
| PICK LIST PRINT: | |
| 11. Enter the version of the Pick List report (P31415) to print.
Leave blank to not print the Pick List |
|
| W.O. STATUS UPDATE OPTION: | |
| 12. Enter a new status if you want to update the Work Orders' status.
Leave blank (default) for no update of the Work Orders' status field. Note: This option will update all statuses of Work Orders selected by DREAM Writer. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT DISPLAY OPTIONS: | |
| 1. Enter the account sequence to display:
"1" = Account Category Code 1 "2" = Account Category Code 2 "3" = Account Category Code 3 "A" = Alternate Cost Code Blank = Cost Code Sequence (default) |
|
| 2. Enter the Cost Code range to display:
a. From Cost Code: b. Thru Cost Code: |
|
| 3. Enter the Cost Type Range to display:
a. From Cost Type: b. Thru Cost Type: NOTE: Leave ranges blank to include all Cost Codes and Cost Types. |
|
| 4. Enter a "1" to restrict inquiry to the account ranges specified above.
Leave blank to allow inquiry on all accounts. |
|
| 5. To designate a default inquiry format or path, enter ONE of the following:
a. The default inquiry FORMAT: -OR- b. The default inquiry PATH: |
|
| 6. Enter "1" to display the account number and Unit of Measure in the Description column. Leave blank to display the account description. | |
| 7. Enter "1" to display the Level of Detail in the last column. Leave blank to display the Method of Computation. | |
| DW VERSION SELECTION: | |
| 8. Enter the Scheduling Workbench (P48201) DREAM Writer version for the related option selection.
Default is version "ZJDE0001". |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| UPDATE INFORMATION: | |
| 1. Enter the Document Type associated with an Inventory Issue. | |
| 2. Enter a Status Code for update to the Work Order Header.
Leave blank to not update the work order status. FULL ISSUE: PARTIAL ISSUE: |
|
| 3. Enter a '1' to default the Work Order Number into the Subledger Field.
Leave blank to not default the Subledger. |
|
| 4. Enter a '1' to default the Project Number for Inventory charges.
Leave blank to default Business Unit for Inventory charges. |
|
| INQUIRY INFORMATION: | |
| 5. Enter a '1' to display only valid Issue Type Codes.
Leave blank to display all Parts List Items. |
|
| 6. Enter a '1' to preload all screen detail lines with the Process Issue selection option value. | |
| EDIT INFORMATION: | |
| 7. Enter a '1' to give an error if the quantity on hand is negative.
Enter a '2' to give a soft warning when the quantity on hand is negative. Leave blank to not give an error. |
|
| ITEM SALES HISTORY INFORMATION: | |
| 8. Enter a '1' if you wish issues to effect Item Sales History (F4115). | |
| UNPLANNED ISSUES: | |
| 9. Enter a '1' to allow for Unplanned Issues. | |
| LOT PROCESS: | |
| 10. Enter a "1" to protect Lot Number. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT VALUES : | |
| 1. Document Type | |
| 2. Enter a '1' to default the Location and Lot from the Primary Location. | |
| SCREEN CONTROL : | |
| 3. Enter a '1' for Equipment Based Issues, a '2' for Subledger Based Issues, or a '3' for Equipment and Subledger Issues.
If left blank, the screen will default to Standard Issues. |
|
| 4. Enter '1' to require an account number when Subledger Based issues are selected. | |
| 5. Enter '1' to use 15 character lot, leave blank to default to 12 characters. | |
| DREAM WRITER VERSIONS :
Enter the version for each program to be used. If left blank, version ZJDE0001 will be used. |
|
| 6. Journal Entries (P09101) | |
| 7. G/L Functional Server (XT0911Z1) | |
| 8. Item Search (P41200) | |
| 9. Item Ledger (P4111) | |
| 10. Warehouse Requests (P46100) | |
| PROCESSING CONTROL : | |
| 11. Enter a '1' to protect costs, or a '2' to make costs non-display.
If left blank, the update of costs is allowed. |
|
| 12. Enter a '1' to run in summary mode.
G/L accounts will be summarized within each document number. If run in detail, G/L accounts will be produced for each line. |
|
| 13. Enter a '1' to allow over issuing of an item. | |
| 14. Enter a '1' to allow issues from held lots. | |
| 15. Enter a '1' if you want issues to affect Item Sales History (F4115). | |
| 16. Enter a '1' to protect Lot Number.
If left blank Lot Number will remain input capable. |
|
| 17. Enter which Item Search Screen is to be used to return items :
1 = Item Search window allowing the return of multiple items. 2 = Full Item Search screen with query capabilities. (If left blank, the Item Search window allowing the return of a single item will be used.) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT VALUES : | |
| 1. Document Type | |
| 2. Enter a '1' to default the Location and Lot from the Primary Location. | |
| SCREEN CONTROL : | |
| 3. Enter a '1' for Equipment Based Issues, a '2' for Subledger Based Issues, or a '3' for Equipment and Subledger Issues.
If left blank, the screen will default to Standard Issues. |
|
| 4. Enter '1' to require an account number when Subledger Based issues are selected. | |
| 5. Enter '1' to use 15 character lot, leave blank to default to 12 characters. | |
| DREAM WRITER VERSIONS :
Enter the version for each program to be used. If left blank, version ZJDE0001 will be used. |
|
| 6. Journal Entries (P09101) | |
| 7. G/L Functional Server (XT0911Z1) | |
| 8. Item Search (P41200) | |
| 9. Item Ledger (P4111) | |
| 10. Warehouse Requests (P46100) | |
| PROCESSING CONTROL : | |
| 11. Enter a '1' to protect costs, or a '2' to make costs non-display.
If left blank, the update of costs is allowed. |
|
| 12. Enter a '1' to run in summary mode.
G/L accounts will be summarized within each document number. If run in detail, G/L accounts will be produced for each line. |
|
| 13. Enter a '1' to allow over issuing of an item. | |
| 14. Enter a '1' to allow issues from held lots. | |
| 15. Enter a '1' if you want issues to affect Item Sales History (F4115). | |
| 16. Enter a '1' to protect Lot Number.
If left blank Lot Number will remain input capable. |
|
| 17. Enter which Item Search Screen is to be used to return items :
1 = Item Search window allowing the return of multiple items. 2 = Full Item Search screen with query capabilities. (If left blank, the Item Search window allowing the return of a single item will be used.) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT VALUES : | |
| 1. Document Type | |
| 2. Enter a '1' to default the Location and Lot from the Primary Location. | |
| SCREEN CONTROL : | |
| 3. Enter a '1' for Equipment Based Issues, a '2' for Subledger Based Issues, or a '3' for Equipment and Subledger Issues.
If left blank, the screen will default to Standard Issues. |
|
| 4. Enter '1' to require an account number when Subledger Based issues are selected. | |
| 5. Enter '1' to use 15 character lot, leave blank to default to 12 characters. | |
| DREAM WRITER VERSIONS :
Enter the version for each program to be used. If left blank, version ZJDE0001 will be used. |
|
| 6. Journal Entries (P09101) | |
| 7. G/L Functional Server (XT0911Z1) | |
| 8. Item Search (P41200) | |
| 9. Item Ledger (P4111) | |
| 10. Warehouse Requests (P46100) | |
| PROCESSING CONTROL : | |
| 11. Enter a '1' to protect costs, or a '2' to make costs non-display.
If left blank, the update of costs is allowed. |
|
| 12. Enter a '1' to run in summary mode.
G/L accounts will be summarized within each document number. If run in detail, G/L accounts will be produced for each line. |
|
| 13. Enter a '1' to allow over issuing of an item. | |
| 14. Enter a '1' to allow issues from held lots. | |
| 15. Enter a '1' if you want issues to affect Item Sales History (F4115). | |
| 16. Enter a '1' to protect Lot Number.
If left blank Lot Number will remain input capable. |
|
| 17. Enter which Item Search Screen is to be used to return items :
1 = Item Search window allowing the return of multiple items. 2 = Full Item Search screen with query capabilities. (If left blank, the Item Search window allowing the return of a single item will be used.) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Enter 'E' to use the Employee Occupational Rate Table, or 'U' to use the Union Rate Table.
If left blank, the Employee Master billing rate will be used. (*THIS PROGRAM ONLY USES BILLING RATES*): |
|
| 2. If the Union Table is selected, enter the Pay Type to be used for each of the following categories.
If the Occupational Table is selected, only enter the Pay Type for "Regular". Regular - Blank Overtime - A Double time - B Triple time - C Holiday - D |
|
| 3. Enter '1' if using Multiple Job Feature.
(Please refer to program helps for information about this processing option). |
|
| 4. Enter '1' to have batch numbers automatically assigned.(F13=Invalid) | |
| 5. Enter '1' to have heading fields loaded from the first subfile record. | |
| 6. Enter '1' to display batch statistics on request. | |
| 7. Enter '1' to prevent changes and deletes to records locked to another user. | |
| 8. Enter '1' to default Equipment
Worked from referenced work order. |
|
| 9. Enter '1' to load Pay Type Desc. into Explanation field (YTEXR). | |
| 10. Enter '1' to automatically split time based on Labor Distribution or Position Account Distribution instructions.
Default is ' ' and time will not be split unless F2 is used during Time Entry. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Enter 'E' to use the Employee Occupational Rate Table or enter 'U' to use the Union Rate Table.
If neither 'E' nor 'U' is entered, blank is the default and the Employee Master billing rate will be used. (*THIS PROGRAM ONLY USES BILLING RATES*): |
|
| 2. If the Union Table is selected, enter the Pay Type to be used for each of the following categories.
If the Occupational Table is selected, only enter the Pay Type for "Regular". Regular - Blank Overtime - A Double time - B Triple time - C Holiday - D |
|
| 3. Enter '1' to have batch numbers automatically assigned (F13=Invalid). | |
| 4. Enter '1' to have header information, heading date and job loaded from the first time card for this batch. | |
| 5. Enter one of the following Header Update Options: (default = 0)
0 = Update time cards with header info during an add only 1 = Update time cards with header info during an add and change Note: Header Info. Changes only allowed when proc opt 4 is set to load headings. |
|
| 6. Enter one of the following Check Route Code Update Options:
0 = Update Master only if blank 1 = Update Master always 2 = Do Not Update Master |
|
| 7. Enter one of the following Cost Code window formats: (default=1)
1 = Business Unit.Object.Subsidiary 2 = Business Unit.Subsidiary.Object |
|
| 8. Enter '1' to have heading fields clear with each update. | |
| 9. Enter '1' to default Equipment
Worked on from referenced work order |
|
| 10. Enter '1' to have Equipment info on the main line. | |
| 11. Enter '1' to load Pay Type Desc. in Explanation field (YTEXR). |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DREAM WRITER VERSIONS: | |
| 1. Enter the version of Purchase Order Inquiry to execute.
Default of blank will use version 'ZJDE0001'. |
|
| 2. Enter the version of Supply/Demand Inquiry to execute.
Default of blank will use version 'ZJDE0001'. |
|
| 3. Enter the version of the Scheduling Workbench to execute.
Default of blank will use version 'ZJDE0002'. |
|
| DISPLAY OPTION: | |
| 3. Enter a '1' to completely summarize the parts when inquiring by status or start date.
Default of blank will summarize by plant. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DREAM Writer VERSION SELECTION: | |
| 1. Enter the Job Status Inquiry (P512000) DREAM Writer version for the related function key exit.
The default is version 'ZJDE0002'. |
|
| DEFAULT PROCESSING: | |
| 2. Enter specific Ledger Type |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT PROCESSING: | |
| 1. Enter a Work Order Status range if you want to default values into the Status fields on the screen.
Leave blank for no default. From Status: To Status: |
|
| 2. Enter a Work Order Type if you want to default a value into the Type field on the screen.
Leave blank no default. |
|
| 3. Enter the Purchase Order Status below which are active orders and a soft warning will be given when completing a Work Order.
Leave blank to give no warnings about active Purchase Orders when completing a Work Order. |
|
| 4. Enter defaults for the following:
Phase (Cat. Code 1) Category Code 2 Category Code 3 Business Unit Originator f. Planner Manager Supervisor |
|
| PROGRAM SELECTION: | |
| 5. Choose the work order entry program to call when option exit is used:
'1' = Project Task Details (P48014) (default) '2' = Equipment Work Orders (P48011) If Equipment Work Orders (P48011) chosen, enter version. (Default is ZJDE0001) |
|
| 6. Enter the Dispatch Group to default when calling the Summary Capacity Messages screen (P3301). | |
| 7. Enter the version of the Equipment Work Order Print to run when using the option.
Default of blank will use version XJDE0001. Note: This option is only valid if system 13 (Equipment) is available. |
|
| 8. Enter the version of the Completed PM screen to display when using the option.
Default of blank will use version ZJDE0001. Note: This option is only valid if system 13 (Equipment) is available. |
|
| 9. Enter the DREAM Writer version of Open Order Inquiry (P430301) to call.
Default of blank will use version ZJDE0006. |
|
| FORMAT CONTROL: | |
| 10. Enter a '1' to display the Equipment Management screen format.
Enter a '2' to display the alternate Equip. format with the Assigned To field on the first detail line. Leave blank (Default) to display the Work Order screen format. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| BATCH SELECTION: | |
| 1. Enter Batch Number or Batch Date or Batch User ID | |
| PRINT SELECTION: | |
| 2. Identify how to print amount fields on Post Journal:
'1' = to Millions (w/ commas) '2' = to Billions (w/o commas) Blank (Default) = No Journal Printed. |
|
| 3. Identify which account number to print on report:
'1' = Account Number '2' = Short Account ID '3' = Unstructured Account '4' = (Default) Number Entered During Input |
|
| FIXED ASSETS: | |
| 4. Enter a '1' to post F/A entries to Fixed Assets.
Note: DREAM Writer version ZJDE0001 of Post G/L Entries to Assets (P12800) is executed when this option is selected. All transactions selected from that DREAM Writer will be posted rather than just the current entries being posted to G/L. |
|
| 5. Enter a 'Y' if you wish to explode parent item time down to the assembly component level. Component billing rates will be used. (This applies to batch type 'T' only.) | |
| CASH BASIS ACCOUNTING: | |
| 6. Enter a '1' to create and post Cash Basis accounting entries. (Applies to batch type G, K, M, W, & R only.) | |
| 7. Enter units ledger type for Cash Basis Accounting entries.
(Default of blank will use "ZU" ledger type.) |
|
| ACCOUNTING FOR 52 PERIODS: | |
| 8. Enter a '1' for 52 Period Post.
Note: DREAM Writer data selection is used for 52 period posting ONLY. It is NOT used for the standard post to the F0902. Additionally, 52 period date patterns must be set up. |
|
| TAX FILE UPDATE: | |
| 9. Identify when to update the Tax Work file (F0018):
'1' = V.A.T. or Use Tax only '2' = for All Tax Amounts '3' = for All Tax Explanation Codes Blank (Default) = No Update to File Note: When using Vertex Taxes the Vertex Tax Register file will be updated instead of the Tax Work file for methods '1', '2', and '3'. |
|
| 10. Adjust VAT Account for Cash Receipt Adjustments and Write Offs. Tax explanation must be a 'V'.
'1' = update VAT amount only '2' = update VAT amount, extended price and taxable amount |
|
| 11. Adjust VAT Account for Discount Taken. The Tax Rules file must be set to Calculate Tax on Gross Amount, including Discount and Calculate Discount on Gross Amount, including Tax. Tax explanation must be a 'V'.
'1' = update VAT amount only '2' = update VAT amount, extended price and taxable amount |
|
| PROPERTY MANAGEMENT: | |
| 12. Enter DREAM Writer version of Property Management G/L Transaction Creation to be executed.
Default is version ZJDE0001. (This applies to batch types '2' and '/'.) |
|
| UPDATE OPTION: | |
| 13. Enter '1' to update short ID number, company, fiscal year/period number, century, and fiscal quarter in unposted transaction records selected for posting. (May be required for custom input programs.) | |
| REPORT FORMAT: | |
| 14. Enter a '1' to print the Posting Journal in a 198 character format.
The default of blank will print the format with 132 characters. |
|
| DETAILED CURRENCY RESTATEMENT: | |
| 15. Enter a '1' to create currency restatement entries. This creates records in the XA, YA, and/or ZA ledgers depending on the version you are running. | |
| 16. Enter the version of the Detailed Currency Restatement (P11411) to execute.
Default of blank will execute ZJDE0001. |
|
| RECONCILIATION FILE PROCESSING: | |
| 17. Enter a '1' to update the Cross-Environment Reconciliation file. Blank will not update the reconciliation file.
Note: The Cross-Environment Reconciliation file can also be updated through the stand-alone Cross-Environment File Creation program. |
|
| REVERSING JOURNAL ENTRIES: | |
| 18. When normal number of periods = 12 or 13 and posting a reversing entry into period 12 or 13, enter a '1' to create reversing journal entries to the first period of the following year. This is to avoid posting reversing entries to an adjusting period.
Example: Normal number of periods = 12. Period 12 ends 12/30/xx and period 13 ends 12/31/xx. Journal Entry date of 12/30/xx will post reversing entry to period 01 of next year if processing option is set to '1'. |
|
| BATCH TYPE SELECTION:
Note: This option should NOT be changed by User. |