Index

A  B  C  D  E  F  G  H  I  J  L  M  N  O  P  R  S  T  U  V  W  Z 

---

A

AAIs

AT range, 35.2.3

entering a description, 35.2.4

entering an item number, 35.2.4

equipment, 35.2.3

example form, 35.2.3

FC range, 35.2.3

FMA, FMB, and AT00, 35.2.3

FMC, FMD, and FME, 35.2.3

FP, 35.2.3

FX range, 35.2.3

PM, 35.2.3

setting up, 35.2.3

work order AAIs, 35.2.3

About data purge and archival, 45.2

About equipment information tracking, 8.2

About equipment/plant maintenance reports, 48.2

About maintenance planning, 28.2

About processing G/L journal entries to equipment, 11.2

About system setup, 34.2

About the preventive maintenance cycle, 14.2

About the work order life cycle, 19.2

Account Balances table (F0902), 11.2

Account Ledger Inquiry form (P09200), 10.5

Account Ledger table (F0911), 11.2, 18.1

described, 1.4.1

Account Master table (F0901)

described, 1.4.2

Accounts and ledgers

updating, 44.1

Accounts payable, 1.1

Accumulated available capacity, 33.3.1

Adding costs to work orders, 26.1

Adding formula codes, 35.4.2

Adding long-term resources, 33.4.4

Adding supplemental information to a work order, 20.6

Adding text to a work order, 20.5

Additional detailed information

entering, 4.1

supplemental information, 4.2

Additional Part Information form (P0016), 20.7.9

Address book, 1.1

Address Book Master table (F0101)

described, 1.4.2

Alternate display format, 35.3.8

Approval Audit/Review (P48285), 22.3

Approval routing

work orders, 38.8.1

Approver profiles

setting up, 38.5.7

Approving a work order, 22.2

locating a work order, 22.3.1

reviewing details, 22.2.2

See Work order approval

Assigning category codes to a work order, 20.4

Assigning estimated costs to a work order, 20.3

Assigning labor routing to a work order, 20.8

labor rates, 20.8.2

Assigning parts from a standard parts list, 20.7.2

Assigning parts to a work order, 20.7

Assigning supplemental data types to equipment, 35.3.6

Associated Service Types screen (P13907), 15.3

Associating service types

See Linking service types

Automatic Accounting Instructions

See AAIs

Automatic Accounting Instructions form

sample, 35.2.3

Automatic Accounting Instructions form (P00121)

sample, 35.2.3

Automatic Accounting Instructions Master table (F0012)

described, 1.4.2

Availability by Time form (P3413)

updating planning information, 31.4.1

Available capacity, 33.3.1

Available quantity

explained, A.1.2

---

B

Backlog management

locating work orders, 23.2.1

Backlog Management, 23.2.1

alternate display formats, 23.2.2

program exits, 23.2.1

search and exit diagram, 23.2

Backlog Management form (P48201), 20.10.1

Bar graph of capacity load, 33.3.3

Bill of Material Master table (F3002)

described, 1.4.2

Branch/Plant Constants form, A.3.2

Budget to Actual report (P13418), 51.5

Business unit

changing, 35.2.13

Buyer number

explained, A.2.1

---

C

Capacity Load Bar Graph form (P3313B), 33.3.3

Capacity load by period summary, 33.3.6

Capacity Load form (P3313), 33.3.1

Capacity requirements planning

reviewing machine hours for a maintenance work order, 20.8.2

supply and demand inclusion rules, 38.9

Category Code Analysis form (P13CCA), 27.4

Category Code Mapping form (P1391)

sample, 35.2.12

Category Code Mapping program (P1391), 35.2.12

Category codes, 1.2.1

assigning to a work order, 20.4, 20.4

changing business unit, 35.2.13

described, 2.2.3

equipment master, 3.1.1

mapping, 35.2.12

mapping different character lengths, 35.2.13

mapping with different values, 35.2.13

Changing the status of PMs to complete, 18.1

Check digit

using, 35.2.7

Clear the message command, 31.3

Closing a work order, 23.3.2

Columnar

data type format, 35.3

Columnar data type, 4.2.2

Columnar-message

data type format, 35.3

Columnar-message data type, 4.2.2

Commands

clear the message, 31.3

delete the message, 31.3

hold the message, 31.3

process the message, 31.3

Commitments

inventory concepts and setup, A.1.3

Company Ledger Depreciation Rules form (P12003), 35.2.10

Company numbers

setting up, 35.2.9

Component Changeout form (P13COMP), 24.1

Component Part Substitutions form (P31042), 20.7.8

Copying a work order, 20.9

Corrective work orders, 20.7.10

adding text to a work order, 20.5

assigning category codes, 20.4, 20.4

assigning default values, 20.1.2

assigning labor routing to a work order, 20.8

Assigning parts from a standard parts list, 20.7.2

assigning parts to a work order, 20.7

basic work order information, 20.2

copying a work order, 20.9

creating, 20.1

creating a work order for unscheduled maintenance, 20.10

deleting a work order, 20.2.1

estimated costs, 20.3

optional fields, 20.1.2

See Work order entry

work order activity rules, 20.1.2

work order approval routing, 20.1.2

working with supplemental information, 20.6

Cost by Parent Work Order form (P48220), 27.5

Cost by Work Order form (P48211), 27.3.1

Cost reports

printing, 50.1

Cost Summary by Cost Account form (P122101), 10.2

Cost Summary by Repair Code form (P122101), 10.3

Craft Resource Units form (P3007), 33.4.3

Creating a maintenance loop, 15.4

Creating a model PM schedule, 15.5

Creating a model work order, 15.6

Creating a PM schedule, 15.1

Creating a purchase order for a part, 31.5.1

Creating a work order for unscheduled maintenance, 20.10

Creating an equipment master, 3.1

Creating an equipment PM schedule, 15.2

Creating corrective work orders, 20.1

Creating formulas, 35.4.2

---

D

Data Entry form (P12091), 4.2.2

Data Entry form (P480901), 20.6.1

Data purge and archival, 45.2

purging selected equipment information, 47.1

purging work orders, 46.1

Data Type Cross Reference form (P1392), 35.3.7

Data Type Definition form (P12090), 35.3.1, 35.3.1

Data type formats

columnar, 35.3

columnar-message, 35.3

narrative, 35.3

Data types

columnar, 4.2.2

columnar-message, 4.2.2

narrative, 4.2.2

Default Accounting Constants table (F12002)

described, 1.4.2

Default Depreciation Constants table (F12003)

described, 1.4.2

Default location and printers

defining, 38.8

setup, 38.8

Default Location and Printers form (P400951), 38.8

Default Managers and Supervisor form (P48001), 38.2

Default managers and supervisors

setting up, 38.2

Default Print Queues form (P40096), 38.8

Define Inquiry Columns form (P51921), 35.4.1

Define Inquiry Formats form (P5193), 35.4.4

Define Inquiry Paths form (P51941), 35.4.6

Define Your Own Data Types form (P48090), 38.6.2, 38.6.2

Defining default location and printers, 38.8

Delete the message command, 31.3

Deleting

previous planning messages, 30.1.2, 32.1.2

status codes, 38.5.4

Deleting parts from the work order parts list, 20.7.4

Depreciation account rules

date sensitivity, 35.2.9

setting up, 35.2.8

Depreciation accounts

depreciation calculation, 35.2.9

Depreciation Default Coding form (P12002)

sample, 35.2.8

Depreciation Default Coding program (P12002), 35.2.8

Detail Spec. Over Titles form (P48002), 38.4.1

---

E

Entering additional detailed information, 4.1

Entering an equipment message, 6.2

Entering basic work order information, 20.2

Entering employee time on a work order, 26.3.3

Entering equipment billing information, 9.2.1

Entering location information, 9.2

Entering location tracking text, 9.4.1

Entering meter readings, 16.2

Entering permit and license information, 4.4

Entering specification information, 4.3

Entering supplemental data

additional text, 4.2.3

choosing specification sheets, 4.2.3

Entering supplemental information, 4.2

columnar, 4.2.2

columnar-message, 4.2.2

narrative, 4.2.2

Equipment

billing for use, 9.2.1

field search mode, 5.1.2

general ledger processing, 11.2

model PM schedule, 15.5

parent and component relationships, 5.1.2

PM schedule, 15.2

query search mode, 5.1.2

searching for, 5.1

setting up, 35.1

supplemental information, 4.1

swapping a component, 24.1

under warranty, 17.1.1, 20.2.1, 25.1.2

wildcard search, 5.1.4

z file processing programs, B

Equipment backlog

locating work orders, 23.2.4

Equipment Backlog (P13220), 23.2.4

Equipment Category Code Mapping table (F1391)

described, 1.4.2

Equipment constants

setting up, 35.2.1

Equipment Constants form (P13001), 35.2.1

Equipment Cost Analysis report (P12424), 50.2

Equipment History report (P13420), 51.4

Equipment identification

category codes, 2.2.3

equipment master, 2.2.2

message logs, 2.2.2

numbers, 2.2.4

overview, 2.2

parent/component relationships, 2.2.5

specification data, 2.2.2

supplemental data, 2.2.2

types of information, 2.2.2, 2.2.2

Equipment information

entering location information, 9.2

location dates, 9.2.1

multiple current locations, 9.2.1

parent and component relationships, 9.2.1

reviewing location information, 9.3

reviewing maintenance costs, 10.1

revising location information, 9.4

searching for, 5.1

tracking, 8.2

tracking equipment location, 9.1

under warranty, 15.2.2

Equipment information and search, 1.2.1

Equipment information tracking

changing status, 3.1.1, 3.1.2

entering location information out of sequence, 9.2.1

entering location tracking text, 9.4.1

overview, 8.2

revising location billing information, 9.4.1

Equipment Location Detail with Audit Trail report

See World Writer reports

Equipment Location Detail with Remarks report

See World Writer reports

Equipment Location History report

See World Writer reports

Equipment location tracking, 1.2.2, 9.1

See Equipment information tracking

Equipment master

category codes, 3.1.1

creating, 3.1, 13.3

described, 2.2.2

identification numbers, 3.1.1

unit or serial numbers

changing, 3.1.1

Equipment Master form (P1201), 3.1.1

Equipment Message Log form

entering an equipment message, 6.2

sample, 6.2

Equipment Message Log program (P1205), 6.2

Equipment message logs

message entry, 6.2

reviewing, 6.3

using tickler miles or hours, 6.2.1

viewing, 6.3

working with, 6.1

Equipment nameplates, 4.3

Equipment next numbers

setting up, 35.2.6

Equipment numbers, 1.2.1

described, 2.2.4

equipment master, 3.1.1

system-assigned, 13.3

updating, 43.3

using to search for work orders, 20.4.2

Equipment Parts List report (P13410), 51.9

Equipment reports

printing, 49.1

Equipment search

See Searching for equipment

Equipment Search form (P1204), 5.1.2

alternate formats, 5.1.2

Equipment setup, 35.1

data types, 35.2.2

setting up equipment data, 35.2

shop cost inquiry, 35.2.2

supplemental data, 35.2.2

Equipment Status History report

See World Writer reports

Equipment Variance report (P13400), 50.3

Equipment W.O. Routings form (P1312), 20.8.1

Equipment/component relations

See Parent/component relationships

Equipment/Component Relations form (P12011), 7.2.2

Equipment/plant maintenance features, 1.2

Equipment/plant maintenance global updates, 40.2

See Global updates

Equipment/plant maintenance reports

See Printing reports

Estimate to Actual Variance form (P48218), 27.6

---

F

Fixed Assets, 1.1

Fixed Assets system

integrating with, 36.1.28

Forecast table (F3460), 28.2.1

described, 1.4.2

Forms

Account Ledger Inquiry (P09200), 10.5

Additional Part Information (P0016), 20.7.9

Approval Audit/Review (P48285), 22.3

Associated Service Types (P13907), 15.3

Automatic Accounting Instructions, 35.2.3

Backlog Management (P48201), 20.10.1

Branch/Plant Constants, A.3.2

Capacity Load (P3313), 33.3.1

Capacity Load Bar Graph (P3313B), 33.3.3

Category Code Analysis (P13CCA), 27.4

Category Code Mapping (1391), 35.2.12

Company Ledger Depreciation Rules, 35.2.10

Component Changeout (P13COMP), 24.1

Component Part Substitutions (P31042), 20.7.8

Cost by Parent Work Order (P48220), 27.5

Cost by Work Order (P48211), 27.3.1

Cost Summary by Cost Account (P122101), 10.2

Cost Summary by Repair Code (P122101), 10.3

Craft Resource Units (P3007), 33.4.3

Data Entry (P12091), 4.2.2

Data Entry (P480901), 20.6.1

Data Type Cross Reference (P1392), 35.3.7

Data Type Definition (P12090), 35.3.1, 35.3.1

Default Location and Printers (P400951), 38.8

Default Managers and Supervisor (P48001), 38.2

Default Print Queues (P40096), 38.8

Define Inquiry Columns (P51921), 35.4.1

Define Inquiry Formats (P5193), 35.4.4

Define Inquiry Paths (P51941), 35.4.6

Define Your Own Data Types (P48090), 38.6.2, 38.6.2

Depreciation Default Coding (P12002), 35.2.8

Detail Spec. Over Titles (P48002), 38.4.1

Equipment Backlog (P13220), 23.2.4

Equipment Constants (P13001), 35.2.1

Equipment Master (P1201), 3.1.1

Equipment Message Log (P1205), 6.2

Equipment Search (P1204), 5.1.2

Equipment W.O. Routings (P1312), 20.8.1

Equipment/Component Relations (P12011), 7.2.2

Estimate to Actual Variance (P48218), 27.6

General Message Search (P00192T1), 37.2

General Planning Constants (P3009), 39.2.1

Generic Rate/Message Records (P12115), 37.2

Global Meter Update (P13MTR), 16.2.2

Global PM Schedule Update, 43.2

Global PM Schedule Update (P13075), 43.2

Inquiry by Data Type (P12230), 4.2.5

Inquiry by Data Type (P480210), 20.6.2

Inquiry by Item (P12220), 4.2.7

Inquiry by Order (P480200), 20.6.3

Inventory Issues (P4112), 26.2.6

Item Availability by Time (P3413), 31.4

Item Cross-Reference (P41040), 31.7

Item Detail Messages (P3411), 31.3

Item Master - Category Codes (P12010), 3.1.1

Item Search (P40ITM2), 20.7.6

Item X-Reference Revisions (P41041), 31.7

Journal Entries (P09101), 10.5

Location and Inquiry, 9.3.1

Location Inquiry, 9.3.1

Location Revisions, 9.4

Location Search (P3130), 20.7.7

Location Tracking Text, 9.4

Maintenance Loops (P1308), 15.4.1

Maintenance Rules Table (P1393), 37.3.1

Manufacturing Values Entry, A.2.3

Meter Estimates (P1306), 16.3.1

Meter Inquiry (P13210), 16.4

Meter Readings (P12120), 16.2.1

Next Numbers (P0002), 35.2.6

Operation Dispatch Inquiry (P31220), 33.4.1

Order Line Types, A.3.3

P &E Constants Revisions (P001012), 35.2.1

Parent History Inquiry (P12212), 7.2

Parts List Inquiry (P1321), 27.2

Period Summary (P3312), 33.3.6

Permit & License Tracking (P1206), 4.4.1

PM History and Completion (P12071), 18.1

PM Projection Inquiry (P13011), 29.3

Project Setup (P48015), 21.1

Recharge Time by Employee (P051121), 26.3.3

Recharge Time by Job/Business Unit (P051161), 26.3.6

Record Type Review (P48217), 20.5

Resource Revisions (P3006), 39.4.2

Review Dispatch Group (P3301), 33.2

Review Message Log (P12216), 6.3

Review Planning Family (P3401), 31.2

Revise Unposted Entries (P12102), 12.2

Shop Cost by Cost Account (P092121), 10.4

Shop Cost by Repair Code (P512000), 10.5

Specification Cross Reference (P1215), 35.3.4

Specification Data Entry (P1216), 4.3.1

Split Journal Entry (P121021), 12.3

Standard Parts List (P3002), 38.7.5

Standard WO Instructions (P3003), 38.7.8

Status Change Date and Time (P48STAT), 23.3.1

Supplemental Data Security (P0083), 35.3.9

Suppliers Selected For Order (P43032), 25.1.1, 31.3.1

Supply/Demand Inclusion Rules (P34004), 38.9.2

Supply/Demand Inquiry (P4021), 31.5

Transfer Processing (P12115), 9.2, 9.2

Unscheduled Maintenance (P13UM), 20.10.1

User Defined Code Entry-Fixed Assets (P12092), 4.2.2

User Defined Codes Revisions (P00051), 36.1.27

User Information (P0092), 38.5.7

Versions List (P98300), 38.7.1

View/Send Message, 6.3

Where Used Detail (P13225), 31.6.2

Where Used Inquiry (P30201), 31.6.1

Work Center Rate Revisions (P30061), 39.4.2

Work Day Calendar (P00071), 39.2.3

Work Order Activity Rules (P4826), 38.5.3

Work Order Approval (P4828), 22.2.1

Work Order Approval Routing (P4827), 38.5.5

Work Order Category Codes (P48016), 20.4.1

Work Order Cost Summary (P13WO), 20.3

Work Order Detail Entry (P4802), 20.5

Work Order Entry (P48011), 20.2

Work Order inventory Issues (P31111), 26.2.2

Work Order Parts List (P1311), 20.7.3

Work Orders (P48092), 20.6.1

Frequency of Occurrences report (P13419), 52.7

---

G

Gantt Chart report (P48440), 51.3.1

General accounting, 1.1

General ledger

equipment processing, 11.2

General ledger explanation

explained, A.3.1

General Message Search form (P00192T1), 37.2

General Planning Constants form (P3009), 39.2.1

General planning information, 39.1

Generating a parts plan, 30.1

Generic Rate/Message Records form (P00191), 37.2

G/L class

explained, A.2.1

G/L journal entries

batch posting, 13.2

posting to equipment, 13.1

printing a journal entries report, 12.4.1

report messages, 12.4.1

revising unposted entries, 12.2

splitting a portion, 12.3.1

splitting unposted journal entries, 12.3

verifying post results online, 13.3

verifying the post process, 13.3

viewing results of an interactive post, 12.4.1

working with, 12.1

Global Meter Update form (P13MTR), 16.2.2

Global PM Schedule Update form (P13075), 43.2, 43.2

Global updates

equipment information, 41.1

overview, 40.2

updating accounts and ledgers, 44.1

updating the PM schedule information, 43.1

work order information, 42.1

Gross capacity, 33.3.1

---

H

Hold the message command, 31.3

---

I

Identifying equipment

See Equipment identification

Importing Mass Data, B

Inactive equipment, 3.1.2

Inquiry by Data Type form (P12230), 4.2.5

Inquiry by Data Type form (P480210), 20.6.2

Inquiry by Item form (P12220), 4.2.7

Inquiry by Order form (P480200), 20.6.3

Inquiry Columns table, 35.4.1

Inquiry formats

defining, 35.4.3

Inquiry paths

defining, 35.4.6

Interface with G/L

explained, A.3.1, A.3.3

Interface with inventory

explained, A.3.3

Inventory concepts and setup

commitments, A.1.3

inventory setup, A.3

line types, A.3.3

Manufacturing Values Entry form, A.2.3

on-hand quantity vs. available quantity, A.1.2

overview, A.1

setting up branch/plant constants, A.3.2

setting up line types, A.3.3

stocking types, A.1.1

supply and demand quantities, A.1.4

Inventory Issues form (P4112), 26.2.6

Inventory Management system, 1.1, A

Issue type code

explained, A.2.3

Issuing miscellaneous parts to a work order, 26.2.5

Issuing parts included on the work order parts list, 26.2.2

Item Availability by Time form (P3413), 31.4

row descriptions, 31.4.1

suppressing empty rows, 31.4.1

Item Balances table (F1202), 11.2, 18.1

described, 1.4.1

posting journal entries to equipment, 13.1

Item Cross-Reference form (P41040), 31.7

Item Detail Messages form (P3411), 31.3

Item Master - Category Codes form (P12010), 3.1.1

Item Master table (F1201), 1.1

described, 1.4.1

Item Messages log (F1205)

described, 1.4.2

Item Search form (P40ITM2), 20.7.6

Item X-Reference Revisions form (P41041), 31.7

---

J

Job Cost, 1.1

Journal entries

See G/L journal entries

Journal Entries form (P09101), 10.5

---

L

Labor costs

estimating, 20.3.1

Labor messages

by dispatch group, 33.2

capacity messages by work center, 33.2

reviewing, 33.2

Labor Planning reports

printing, 52.5

Labor plans

accumulated available capacity, 33.3.1

available capacity, 33.3.1

capacity load, 33.1

deleting previous planning messages, 32.1.2

gross capacity, 33.3.1

labor messages, 33.1

maintenance planning, 28.2.3

over- and under-capacity condition, 32.1

percent of capacity used, 33.3.1

period summary, 33.1

planned load, 33.3.1

rated capacity, 33.3.1

released load, 33.3.1

reviewing capacity load, 33.3

reviewing capacity load by work center, 33.3.1

reviewing labor messages, 33.2

revising resource units for a work center, 33.4.3

revising work order dates, 33.4.1

setting up critical work centers, 32.1.2

total load, 33.3.1

using color and monochrome monitors, 33.3.4

working with capacity messages, 33.2.1

Labor rates

work order routings, 20.8.2

Labor Utilization report (P13440), 51.7

Ledger depreciation rules

non-depreciating equipment, 35.2.11

setting up, 35.2.10

License Master table (F1206)

described, 1.4.2

License Renewal report

See World Writer reports

Licenses and certifications, 1.2.1

Line types, 20.7.7

explained, A.2.1, A.3.3

Linking service types, 15.3

Load and Detail Messages report (P3350), 52.5.1

Load plans

reviewing a bar graph of capacity load, 33.3.3

reviewing capacity load by period summary, 33.3.6

revising labor resources, 33.4

Locating work orders, 22.3.1, 23.2

using equipment backlog, 23.2.4

Location and Inquiry form

finding a location record, 9.3.1

sample, 9.3.1

Location and Inquiry program (P12215), 9.3.1

Location dates

explained, 9.2.1

Location History text (F1210)

described, 1.4.2

Location information

changing end dates and times, 9.4.1

consolidating multiple equipment locations, 9.2.1

creating with inquiry, 9.2

creating without inquiry, 9.2

deleting, 9.4.1

entering location tracking text, 9.4.1

entering out of sequence, 9.2.1

parent/component relationships, 9.2.1

relocating partial quantities, 9.2.1

reviewing location information, 9.4.1

revising location billing information, 9.4.1

sequencing, 9.3.2

updating, 9.2.1

Location Inquiry program (P12215), 9.3.1

Location records

location messages, 9.3.2

Location revisions, 9.4

Location Revisions program (P12041), 9.4

Location search, 1.2.1

Location Search form (P3130), 20.7.7

Location Tracking table (F1204)

described, 1.4.1

Location Tracking Text form (P1210), 9.4

---

M

Machine hours

reviewing for capacity planning, 20.8.2

Maintenance costs

reviewing, 10.1

reviewing equipment costs by cost account, 10.2

reviewing equipment costs by repair code, 10.3

Maintenance Log report (P12450), 52.6

Maintenance Loop

completing work orders, 15.4.2

creating, 15.4

Maintenance Loops form (P1308), 15.4.1

Maintenance Loops table (F1308)

described, 1.4.2

Maintenance planning

generating a parts plan, 30.1

labor plans, 28.2.3

overview, 28.2

parts plans, 28.2.2

PM projections, 28.2.1

reviewing and revising part cross-references, 31.7

reviewing component part information, 31.6

reviewing part supply and demand, 31.5

reviewing parts availability by time, 31.4

reviewing PM projections, 29.3

reviewing where used information by equipment or work order, 31.6.2

running the resource units refresh program, 39.4.2

setting up general planning, 39.2

setting up parts planning, 39.3

setting up parts planning codes, 39.3.1

setting up planning constants, 39.2.1

setting up resource planning, 39.4

setting up resource planning codes, 39.4.5

setting up resource units, 39.4.1

setting up standard labor rates, 39.4.3

setting up supply/demand and inclusion rules for labor plans, 39.4.6

setting up supply/demand and inclusion rules for parts plans, 39.3.3

setting up the workday calendar, 39.2.3

setting up work centers, 39.4.2

shared constants with manufacturing systems, 39.2.2

types of user defined codes, 39.3.1

working with PM projections, 29.1

Maintenance planning reports, 52.1

Maintenance rules

application sequence, 37.3.1

minimum setup requirements, 37.3.2

setting up, 37.3

Maintenance Rules table (F1393)

described, 1.4.2

Maintenance Rules Table form (P1393), 37.3.1

Maintenance Schedule report (P12407), 52.3

Maintenance Schedule table (F1207)

described, 1.4.1

Manufacturing systems, 1.1

Manufacturing Values Entry form, A.2.3

Master planning family

explained, A.2.5

Master Reading Estimates table (F1306)

described, 1.4.2

Material plans

See Parts plans

Materials

See Parts

Materials requirements planning (MRP)

supply and demand inclusion rules, 38.9

Menu overview, 1.5

Message logs

described, 2.2.2

See Equipment message logs

Messages

adding or changing, 31.3.1

clear the message command, 31.3

delete the message command, 31.3

hold the message command, 31.3

over-and under-capacity conditions, 33.1

parts detail, 31.3

preventing deletion, 31.3.1

process the message command, 31.3

reviewing labor messages, 33.2

working with capacity messages, 33.2.1

Meter estimates, 16.3

Meter Estimates form (P1306), 16.3.1

Meter Inquiry form (P13210), 16.4

Meter readings, 16.1

current and net increase, 16.2.2

entering, 16.2

lifetime mete readings, 16.2.2

meter replacements, 16.2.2

meter rollovers and replacements, 16.2.2

original and lifetime readings, 16.2.2

reviewing, 16.4

revising, 16.4.1

setting up meter estimates, 16.3.1

updating meter readings based on estimates, 16.3.4

Meter Readings form (P12120), 16.2.1

Model maintenance schedule

described, 1.4.2

Model work order

conflicting procedures, 15.2.2

explained, 20.2.1

parts lists and routings, 20.2.1

Moving equipment

See Entering location information

MRP action messages, 39.3.2

MRP calculation display, 39.3.1

specifying a default display table, 39.3.2

MRP Schedule and Message Detail report (P3450), 52.4

Multiple current locations

explained, 9.2.1

Multiple locations for parts, 20.7.8

Multiple work orders

updating PM schedule information, 17.1.1

---

N

Narrative

data type format, 35.3

Narrative data type, 4.2.2

Next numbers

asset ID number, 35.2.6

changing, 35.2.7

deleting, 35.2.7

document number, 35.2.6

setting up, 35.2.6

text key number, 35.2.6

transfer number, 35.2.6

work order, 38.1

Next Numbers form (P0002)

sample, 35.2.6

Numbers

equipment identification, 2.2.4

---

O

On-hand quantity

explained, A.1.2

Online message logs, 1.2.1

Operation Dispatch Inquiry form (P31220), 33.4.1

Order Line Types form, A.3.3

Order policy code

explained, A.2.3

Over-capacity condition, 32.1

Overview

accounts payable, 1.1

address book, 1.1

category codes, 1.2.1

equipment information and search, 1.2.1

equipment location tracking, 1.2.2

equipment numbers, 1.2.1

fixed Assets, 1.1

general accounting, 1.1

Inventory Management, 1.1

job cost, 1.1

licenses and certifications, 1.2.1

location search, 1.2.1

major features, 1.2

manufacturing systems, 1.1

menu overview, 1.5

online message logs, 1.2.1

parent/component relationships, 1.2.1

payroll and time accounting, 1.1

procurement, 1.1

standard reports, 1.2.4

STAR, 1.2.4

supplemental data, 1.2.1

system flow, 1.3

system integration, 1.1

system setup, 34.2

tables, 1.4.1

user defined codes, 1.2.1

work orders, 1.1

world writer, 1.1

World Writer, 1.2.4

---

P

P & E Constants Revision form (P001012), 35.2.1

Parent and component relationships

searching for, 5.1.2

Parent History Inquiry form (P12212), 7.2

Parent History table (F1212)

described, 1.4.2

Parent/component information

changing, 7.2.3

displaying by category code, 7.2.3

displaying parent information, 7.2.3

displaying the next component level, 7.2.3

history, 7.2

reviewing, 7.1

reviewing current equipment components, 7.2.2

See Parent/component relationships

Parent/component relationships

defined, 1.2.1

described, 2.2.5

entering location information, 9.2.1

hierarchy, 2.2.5

location information, 9.2.1

reviewing the affects of a post, 13.3

swapping a component, 24.1

Parts

estimating costs, 20.3.1

Parts Forecast report (P13450), 51.8

Parts List Inquiry form (P1321), 27.2

Parts planning codes

setting up, 39.3.1

Parts planning information, 39.1

Parts plans

component parts, 31.3.1

creating a purchase order for a part, 31.5.1

deleting previous planning messages, 30.1.2

ensuring accurate planning information, 30.1.2

inventory commitments, 30.1.2

inventory item balance records, 30.1.2

inventory parts availability by time, 31.3.1

inventory parts details, 31.3.1

maintenance planning, 28.2.2

part cross-reference, 31.3.1

reviewing and revising part cross-references, 31.7

reviewing component part information, 31.6

reviewing component parts availability, 31.5.1

reviewing part supply and demand, 31.5

reviewing parts availability by time, 31.4

reviewing parts by planning family, 31.2

reviewing the purchase order for a part, 31.5.1

reviewing where used information by equipment or work order, 31.6.2

row descriptions, 31.4.1

searching for a part, 31.5.1

supply and demand, 31.3.1

suppressing rows without data, 31.4.1

updating planning information, 31.4.1

working with parts detail messages, 31.3

Parts quantities

updating, 42.4.1

Payroll and time accounting, 1.1

Payroll system, 26.3.7

Percent of capacity used, 33.3.1

Period Summary form (P3312), 33.3.6

Period Summary report (P3352), 52.5.5

from and to dates, 52.5.7

Permit & License Tracking form (P1206), 4.4.1

Permit and license information

entering, 4.4

Planned load, 33.3.1

Planner number

explained, A.2.1

Planning

general planning information setup, 39.1

parts planning information, 39.1

resource planning information, 39.1

See Maintenance planning

setting up general planning, 39.2

setting up parts planning, 39.3

Planning code

explained, A.2.3

Planning horizon

parts plan, 30.1

PM cycle

See Preventive maintenance cycle

PM History and Completion form (P12071), 18.1

PM Projection Inquiry, 29.3

PM Projection Inquiry form (P13011), 29.3

PM projections

maintenance planning, 28.2.1

reviewing, 29.3

reviewing and revising projected PMs, 29.3.1

PM Projections report (P13412), 52.2

PM Projections table (F13411), 28.2.1

described, 1.4.2

PM schedule

combination of hours and days, 15.2.2

equipment items and loops, 15.4.2

schedule date and service intervals, 15.2.2

See Preventive maintenance (PM) schedule

work order activity rules, 15.2.2

PM schedule information

setting up, 37.1

setting up maintenance rules, 37.3

standard procedures, 37.2, 37.2

PM service types

linking, 15.3

revising, 43.2

PM status

changing to complete, 18.1

explained, 14.3

reviewing PM history, 18.1.1

updating globally, 18.1.1

Post Unposted Fixed Asset Entries report (P12800), 13.3

item master record created, 13.3

messages, 13.3

Posting a batch of journal entries, 13.2

Posting G/L journal entries to equipment, 13.1

Posting inventory issues to the G/L, 26.2.9

reviewing inventory issues prior to posting, 26.2.10

Predictive maintenance

integrating with PM schedules, 15.2.2

Preventive maintenance (PM) schedule

creating, 15.1

creating a maintenance loop, 15.4

creating a model schedule, 15.5

creating a model work order, 15.6

Creating an equipment PM schedule, 15.2

creating for similar equipment, 15.2.2, 43.2.1

entering meter readings, 16.2

explained, 14.3, 14.3

including warranty tasks, 15.2.2

integrating with a predictive maintenance system, 15.2.2

linking service types, 15.3

overriding a service interval, 15.2.2

See Setup

setting up, 37.1

updating PM schedule information, 17.1

working with meter estimates, 16.3

working with meter readings, 16.1

Preventive maintenance cycle

accumulating multiple work orders, 17.1.1

changing the status of PMs to complete, 18.1

completing PMs, 14.3.3

creating an equipment PM schedule, 14.3.1

PM, 14.3

PM status, 14.3

preventive maintenance (PM) schedule, 14.3

process flow, 14.3.5

progression of events, 14.3.4

service type, 14.3

updating PM schedule information, 17.1

Printing a batch of work orders, 23.4.4

Printing a Gantt Chart, 51.3.1

Printing cost reports, 50.1

Printing individual work orders, 23.4.3

Printing labor planning reports, 52.5

Printing maintenance planning reports, 52.1

Printing project management reports, 51.3

Printing reports

about equipment/plant maintenance reports, 48.2

using Report Writer, 50.5

using World Writer, 50.6, 52.8

Printing standard work order reports, 51.2

Printing the Budget to Actual report, 51.5

Printing the Equipment Cost Analysis report, 50.2

Printing the Equipment History report, 51.4

Printing the Equipment Parts List report, 51.9

Printing the Equipment Variance report, 50.3

Printing the Frequency of Occurrences report, 52.7

Printing the journal entries report, 12.4

Printing the Labor Utilization report, 51.7

Printing the Load and Detail Messages report, 52.5.1

Printing the Maintenance Log report, 52.6

Printing the Maintenance Schedule report, 52.3

Printing the MRP Schedule and Message Detail report, 52.4

Printing the Parts Forecast report, 51.8

Printing the Period Summary report, 52.5.5

Printing the PM Projections report, 52.2

Printing the Project Punch List, 51.3.5

Printing the Project Status Summary report, 51.3.7

Printing the Specification Data report, 49.4

Printing the Supplemental Data by Item report, 49.2

Printing the Supplemental Data by Type report, 49.3

Printing the Task Details report, 51.3.4

Printing the Transaction Ledger report, 50.4

Printing the Work Order Completion report, 51.6

Printing the Work Order Cost Detail report, 51.2.7

Printing the Work Order Cost Summary report, 51.2.4

Printing the Work Order Status report, 51.2.1

Printing the Work Order Supplemental Data by Order report, 51.2.9

Printing the Work Order Supplemental Data by Type report, 51.2.10

Printing work order reports, 51.1

Printing work orders, 23.4

Printing work orders using Backlog Management, 23.4.1

Process the message command, 31.3

Procurement, 1.1

Programs and IDs

(P12420) Transaction Ledger report, 50.4

P0002 Next Numbers, 35.2.6

P00051 User Defined Codes Revisions, 36.1.27

P00071 Work Day Calendar, 39.2.3

P001012 P & E Constants Revisions, 35.2.1

P00121 Automatic Accounting Instructions (AAI), 35.2.3

P0016 Additional Part Information, 20.7.9

P00191 Generic Rate/Message Records, 37.2

P00192T1 General Message Search, 37.2

P0083 Supplemental Data Security, 35.3.9

P0092 User Information, 38.5.7

P051121 Recharge Time by Employee, 26.3.3

P051161 Recharge Time by Job/Business Unit, 26.3.6

P09101 Journal Entries, 10.5

P09200 Account Ledger Inquiry, 10.5

P092121 Shop Cost by Cost Account, 10.4

P12002 Depreciation Default Coding, 35.2.8

P12003 (Company Ledger Depreciation Rules), 35.2.10

P1201 Equipment Master, 3.1.1

P12010 Item Master - Category Codes, 3.1.1

P12011 Equipment/Component Relations, 7.2.2

P1204 Equipment Search, 5.1.2

P12041 Location Revisions, 9.4

P1205 Equipment Message Log, 6.2

P1206 Permit & License Tracking, 4.4.1

P12071 PM History and Completion, 18.1

P12090 Data Type Definition, 35.3.1, 35.3.1

P12091 Data Entry, 4.2.2

P12092 User Defined Code Entry-Fixed Assets, 4.2.2

P1210 Location Tracking Text, 9.4

P12102 Revise Unposted Entries, 12.2

P121021 Split Journal Entry, 12.3

P12115 Transfer Processing, 9.2, 9.2

P12120 Meter Readings, 16.2.1

P1215 Specification Cross Reference, 35.3.4

P1216 Specification Data Entry, 4.3.1

P122101 Cost Summary by Cost Account, 10.2

P122101 Cost Summary by Repair Code, 10.3

P12212 Parent History Inquiry, 7.2

P12215 Location inquiry, 9.3.1

P12215 Location Inquiry, 9.3.1

P12216 Review Message Log, 6.3

P12216-2 View/Send Message, 6.3

P12220 Inquiry by Item, 4.2.7

P12230 Inquiry by Data Type, 4.2.5

P12301 Unposted F/A Transactions, 12.4.1

P12400 Supplemental Data by Item Number report, 49.2

P12407 Maintenance Schedule, 52.3

P12416 Specification Data report, 49.4

P12424 Equipment Cost Analysis report, 50.2

P12440 Supplemental Data by Data Type report, 49.3

P12450 Maintenance Log, 52.6

P12800 Post Unposted Fixed Asset Entries, 13.3

P12802 Update Company Number/BU/OBJ/SUB in F1202, 44.2

P12804 Update Unit/Serial Number from F1201, 43.3

P12807 Update PM Schedule Status, 17.1

P12820 Update Message Log, 41.2

P12910 Repost Ledger, 44.3

P12912 Purge Selected Asset Files, 47.1

P12BDWRD Build Search Word File, 41.3

P12QAD8 Refresh Item Number in F0911, 44.4

P13001 Equipment Constants, 35.2.1

P13011 PM Projection Inquiry, 29.3

P1306 Meter Estimates, 16.3.1

P13075 Global PM Schedule Update, 43.2, 43.2

P1308 Maintenance Loops, 15.4.1

P1311 Work Order Parts List, 20.7.3

P1312 Equipment W.O. Routings, 20.8.1

P1321 Parts List Inquiry, 27.2

P13210 Meter Inquiry, 16.4

P13220 Equipment Backlog, 23.2.4

P13225 Where Used Detail, 31.6.2

P13400 Equipment Variance report, 50.3

P13410 Equipment Parts List report, 51.9

P13411 PM Projection Batch Update, 29.2

P13412 PM Projections report, 52.2

P13418 Budget to Actual report, 51.5

P13419 Frequency of Occurrences report, 52.7

P13420 Equipment History report, 51.4

P13430 Work Order Completion report, 51.6

P13440 Labor Utilization report, 51.7

P13450 Parts Forecast report, 51.8

P13800 Update Work Order Cost, 42.2

P13802 Standard Parts List Update, 42.4

P13907 Associated Service Types, 15.3

P1391 Category Code Mapping, 35.2.12

P1392 Data Type Cross Reference, 35.3.7

P1393 Maintenance Rules Table, 37.3.1

P13CCA Category Code Analysis, 27.4

P13COMP Component Changeout, 24.1

P13MTR Global Meter Update, 16.2.2

P13UM Unscheduled Maintenance, 20.10.1

P3002 Standard Parts List, 38.7.5

P3003 Standard WO Instructions, 38.7.8

P3006 Resource Revisions, 39.4.2

P30061 Work Center Rate Revisions, 39.4.2

P3007 Craft Resource Units, 33.4.3

P3007G Resource Units Refresh, 39.4.2

P3009 General Planning Constants, 39.2.1

P30201 Where Used Inquiry, 31.6.1

P30835 Standard Cost Update, 39.4.3

P31042 Component Part Substitutions, 20.7.8

P31111 Work Order Inventory Issues, 26.2.2

P31220 Operation Dispatch Inquiry, 33.4.1

P3130 Location Search, 20.7.7

P3301 Review Dispatch Group, 33.2

P3312 Period Summary, 33.3.6

P3313 Capacity Load, 33.3.1

P3313B Capacity Load Bar Graph, 33.3.3

P3350 Load and Detail Messages report, 52.5.1

P3352 Period Summary report, 52.5.5

P34004 Supply/Demand Inclusion Rules, 38.9.2

P3401 Review Planning Family, 31.2

P3411 Item Detail Messages, 31.3

P3413 Item Availability by Time, 31.4

P3450 MRP Schedule and Message Detail report, 52.4

P3482 Plan Generation, 30.1

P400951 Default Location and Printers, 38.8

P40096 Default Print Queues, 38.8

P4021 Supply/Demand Inquiry, 31.5

P40ITM2 Item Search, 20.7.6

P41013 Manufacturing Values Entry, A.2.3

P41040 Item Cross-Reference, 31.7

P41041 Item X-Reference Revisions, 31.7

P4112 Inventory Issues, 26.2.6

P43032 Suppliers Selected For Order, 25.1.1, 31.3.1

P48001 Default Managers and Supervisor, 38.2

P48002 Detail Spec. Over Titles, 38.4.1

P48011 Work Order Entry, 20.2

P48015 Project Setup, 21.1

P48016 Work Order Category Codes, 20.4.1

P4801P Purge Orders, 46.1

P4802 Work Order Detail Entry, 20.5

P480200 Inquiry by Order, 20.6.3

P480400 W/O Supplemental Data by Order report, 51.2.9

P480410 W/O Supplemental Data by Type report, 51.2.10

P48090 Define Your Own Data Types, 38.6.2, 38.6.2

P480901 Data Entry, 20.6.1

P48092 Work Orders, 20.6.1

P48201 Backlog Management, 20.10.1

P48211 Cost by Work Order, 27.3.1

P48217 Record Type Review, 20.5

P48218 Estimate to Actual Variance, 27.6

P48220 Cost by Parent Work Order, 27.5

P4826 Work Order Activity Rules, 38.5.3

P4827 Work Order Approval Routing, 38.5.5

P4828 Work Order Approval, 22.2.1

P48285 Approval Audit/Review, 22.3

P48440 Gantt Chart, 51.3.1

P48490 Project Punch List, 51.3.5

P48492 Task Details report, 51.3.4

P48495 Project Status Summary report, 51.3.7

P48497 Work Order Cost Summary report, 51.2.4

P48498 Work Order Cost Detail report, 51.2.7

P48802 Update Phase/Equipment Number in G/L, 42.5

P48810 Update Work Order Status based on Purchase Order Receipt, 42.3

P48STAT Status Change Date and Time, 23.3.1

P512000 Shop Cost by Repair Code, 10.5

P51921 Shop Cost Inquiry, 35.4.1

P5193 Define Inquiry Formats, 35.4.4

P51941 Define Inquiry Paths, 35.4.6

P98300 Versions List, 38.7.1

Project management reports, 51.3

Project Punch List report (P48490), 51.3.5

Project setup, 21.1

adding additional work order information, 21.1.1

Project Setup (P48015), 21.1

Project Status Summary report (P48495), 51.3.7

Property taxes

updating tax information, 3.1.2

Purchasing parts for a work order, 25.1

for equipment under warranty, 25.1.2

on a recurring basis, 25.1.2

Purging

selected equipment information, 47.1

tables, 47.1

Purging selected equipment information, 47.1

Purging work orders, 46.1

---

R

Rated capacity, 33.3.1

Recharge Time by Employee form (P051121), 26.3.3

Recharge Time by Job/Business Unit form (P051161), 26.3.6

Record Type Review form (P48217), 20.5

Record types

required, 38.4.2

setting up, 38.4

Released load, 33.3.1

Relocating equipment

See Entering location information

Relocation information

new components, 24.1.1

updating, 9.2.1

Report Writer, 48.2

Reporting

standard reports, 1.2.4

STAR, 1.2.4

World Writer, 1.2.4

Reporting tools, 48.2

Reports

Budget to Actual (P13418), 51.5

cost reports, 50.1

Equipment Cost Analysis (P12424), 50.2

Equipment History (P13420), 51.4

Equipment Parts List (P13410), 51.9

equipment reports, 49.1

Equipment Variance (P13400, 50.3

Frequency of Occurrences (P13419), 52.7

Gantt Chart (P48440), 51.3.1

labor planning reports, 52.5

Labor Utilization (P13440), 51.7

Load and Detail Messages (P3350), 52.5.1

Maintenance Log (P12450), 52.6

maintenance planning reports, 52.1

Maintenance Schedule (P12407), 52.3

MRP Schedule and Message Detail report (P3450), 52.4

overview, 48.2

Parts Forecast (P13450), 51.8

Period Summary (P3352), 52.5.5

PM Projections (P13412), 52.2

Post Unposted Fixed Asset Entries (P12800), 13.3

Project Punch List (P48490), 51.3.5

Project Status Summary (P48495), 51.3.7

See Printing reports

Specification Data (P12416), 49.4

Supplemental Data by Data Type (P12440), 49.3

Supplemental Data by Item (P12400), 49.2

Task Details (P48492), 51.3.4

Transaction Ledger (P12420), 50.4

Unposted F/A Transactions (P12301), 12.4.1

using Report Writer, 50.5

Work Order Completion (P13430), 51.6

Work Order Cost Detail (P48498), 51.2.7

Work Order Cost Summary (P48497), 51.2.4

work order reports, 51.1

Work Order Status History, 52.8.2

Work Order Supplemental Data by Order (P480400), 51.2.9

Work Order Supplemental Data by Type (P480410), 51.2.10

Repost Ledger program

running, 44.3

Resource planning

setting up, 39.4

Resource planning codes

setting up, 39.4.5

Resource planning information, 39.1

Resource Revisions form (P3006), 39.4.2

Resource units

setting up, 39.4.1

Review Dispatch Group form (P3301), 33.2

Review Message Log form (P12216), 6.3

Review Planning Family form (P3401), 31.2

Reviewing a bar graph of capacity load, 33.3.3

Reviewing and approving work orders, 22.1

Reviewing and revising part cross-references, 31.7

Reviewing capacity load, 33.3

Reviewing capacity load by period summary, 33.3.6

Reviewing capacity load by work center, 33.3.1

Reviewing component part information, 31.6

Reviewing current equipment components, 7.2.2

Reviewing equipment costs by cost account, 10.2

Reviewing equipment costs by repair code, 10.3

Reviewing estimated and actual work order amounts, 27.6

Reviewing labor messages, 33.2

Reviewing location information, 9.3

Reviewing maintenance costs, 10.1

Reviewing meter readings, 16.4

Reviewing parent and component information, 7.1

Reviewing part supply and demand, 31.5

Reviewing parts availability by time, 31.4

Reviewing parts by planning family, 31.2

Reviewing project costs, 27.5

by individual work order, 27.5.1

Reviewing projected PMs, 29.3.1

Reviewing shop costs by cost account, 10.4

Reviewing shop costs by repair code, 10.5

alternate formats, 10.5.1

Reviewing the approval history of a work order, 22.3

Reviewing the parts plan

See Parts plans

Reviewing where used information by equipment or work order, 31.6.2

Reviewing work order costs by category code, 27.4

Reviewing work order information, 27.1

Reviewing work order parts lists, 27.2

Reviewing work order transactions, 27.3

summarized by document type, 27.3.2

Revise Unposted Entries form (P12102), 12.2

splitting a journal entry, 12.3

Revising

processing options for labor routing, 38.7.1

processing options for parts, 38.7.1

Revising actual and estimated hours, 23.3.4

Revising labor resources, 33.4

Revising location billing information, 9.4.1

Revising location information, 9.4

Revising resource units for a work center, 33.4.3

Revising unposted journal entries, 12.2

Revising work order dates, 33.4.1

Revising work orders, 23.3

Routing instructions

assigning labor routing to a work order, 20.8

reviewing machine hours, 20.8.2

Routing Master table (F3003)

described, 1.4.2

Row descriptions, 31.4.1

Running the PM Projection Batch Update program, 29.2

Running the Repost Ledger program, 44.3

Running the Resource Units Refresh program, 39.4.2

---

S

Searching for equipment

by field, 5.1.3

by parts list, 5.1.4

by query, 5.1.5

multiple languages, 5.1.2

using a wildcard, 5.1.4

using category codes and equipment status, 5.1.4

Searching for equipment by field, 5.1.3

Searching for equipment by query, 5.1.5

Searching for equipment information, 5.1

Security

supplemental data, 35.3.9

Service interval

overriding, 15.2.2

Service type

explained, 14.3

Service Type

overriding a service interval, 15.2.2

unscheduled service, 15.2.2

Service types

See PM service types

Setting up a project, 21.1

See Project setup

Setting up a standard parts list, 38.7.4

Setting up critical work centers, 32.1.2

Setting up default managers and supervisors, 38.2

Setting up depreciation account rules, 35.2.8

Setting up equipment data, 35.2

Setting up equipment next numbers, 35.2.6

Setting up equipment/plant AAIs, 35.2.3

Setting up ledger depreciation rules, 35.2.10

Setting up maintenance rules, 37.3

Setting up meter estimates, 16.3.1

Setting up parts planning, 39.3

Setting up planning constants, 39.2.1

Setting up record types, 38.4

required record types, 38.4.2

Setting up shop cost inquiry, 35.4

Setting up standard parts lists and work order instructions, 38.7

Setting up standard procedures, 37.2

Setting up standard work order instructions, 38.7.7

Setting up supply and demand inclusion rules, 38.9

Setting up the workday calendar, 39.2.3

setting up user defined codes, 36.1

Setting up work orders, 38.1

Setup

adding formula codes, 35.4.2

approver profiles, 38.5.7

branch/plant constants, A.3.2

constants, 39.2.2

creating formulas, 35.4.2

default maintenance rules, 37.3.2

default managers and supervisors, 38.2

default user locations and printers, 38.1

defining default location and printers, 38.8

defining inquiry formats, 35.4.3

defining inquiry paths, 35.4.6

defining specification data types, 35.3.3

defining supplemental data types, 35.3.1

equipment, 35.1

equipment constants, 35.2.1

equipment data, 35.2, 35.2.2

equipment/plant AAIs, 35.2.3

general planning, 39.2

general planning information, 39.1

inventory concepts, A

line types, A.3.3

maintenance rules, 37.3

mapping category codes, 35.2.12

model standard routing instructions, 38.7.7

next numbers, 35.2.6

parts planning, 39.3

parts planning information, 39.1

planning constants, 39.2.1

PM schedule information, 37.1

record type information, 38.1

record types, 38.4

resource planning, 39.4

resource planning codes, 39.4.5

resource planning information, 39.1

resource units, 39.4.1

resource units refresh program, 39.4.2

shop cost inquiry, 35.2.2, 35.4

standard labor rates, 39.4.3

standard parts list, 38.7.4

standard parts lists and labor routing instructions, 38.1

standard parts lists and standard work order instructions, 38.7

standard procedures, 37.2

stocking type codes, A.3.2

supplemental data, 35.2.2

supplemental data security, 35.3.9

supplemental data types, 35.3, 35.3.6

supply and demand inclusion rules, 38.1, 38.9

supply/demand and inclusion rules for labor plans, 39.4.6

user defined codes, 36.1

work centers, 39.4.2

work order approval routes, 38.5.5

work order life cycle, 38.5

work order next numbers, 38.3

work order supplemental data, 38.6

work orders, 38.1

workday calendar, 39.2.3

Shop Cost by Cost Account form (P092121), 10.4

Shop Cost by Repair Code form (P512000), 10.5

Shop cost inquiry

defining inquiry formats, 35.4.3

setting up, 35.4

Shop costs

reviewing alternate formats, 10.5.1

reviewing by cost account, 10.4

reviewing by repair code, 10.5

Specification Cross Reference form (P1215), 35.3.4

Specification Cross Reference table (F1215)

described, 1.4.2

Specification data

changing the sequence, 35.3.5

described, 2.2.2

Specification Data Entry form (P1216), 4.3.1

Specification Data Report (P12416), 49.4

Specification Data table (F1216)

described, 1.4.2

Specification data types

defining, 35.3.3

Specification information

entering, 4.3

equipment nameplates, 4.3

specification sheets, 4.3

Specification sheets, 4.3

defining as a supplemental data type, 35.3.2

Speed entry, 26.3.2

with the payroll system, 26.3.4

with the Payroll system, 26.3.7

Split Journal Entry form (P121021), 12.3

Splitting unposted journal entries, 12.3

Standard labor rates

setting up, 39.4.3

Standard parts list

setting up, 38.7.4

Standard Parts List form (P3002), 38.7.5

Standard Parts List program

updating, 42.4.1

Standard parts lists

setting up, 38.1

Standard procedures

defining, 37.2

setting up, 37.2

Standard reports, 1.2.4

Standard WO Instructions form (P3003), 38.7.8

Standard work order instructions

setting up, 38.7.7

Standard work order reports

printing, 51.2

STAR, 1.2.4

Status

See PM status

Status Change Date and Time form (P48STAT), 23.3.1

Status History table (F1307)

described, 1.4.2

Stocking types

explained, A.2.1

inventory concepts and setup, A.1.1

Supplemental data, 1.2.1

alternate display format, 35.3.8

assigning to equipment, 35.3.6

described, 2.2.2

See Supplemental information

setting up, 35.3, 38.6

setting up data security, 35.3.9

Supplemental Data by Data Type report (P12440), 49.3

Supplemental Data by Item report (P12400), 49.2

Supplemental Data Security form (P0083)

sample, 35.3.9

Supplemental Data Security program, 35.3.9

Supplemental Data table

described, 1.4.2

Supplemental data types

defining, 35.3.1

Supplemental information, 4.2

Supplier

explained, A.2.2

Supplier catalogs

work order parts lists, 25.1.2

Suppliers Selected For Order form (P43032), 25.1.1, 31.3.1

Supply and demand

creating a purchase order for a part, 31.5.1

explained, A.1.4

parts, 31.5

reviewing the purchase order for a part, 31.5.1

Supply and demand inclusion rules

explained, 38.9

setting up, 38.1, 38.9

setting up for labor plans, 39.4.6

setting up for parts plans, 39.3.3

Supply and demand inquiry, 38.9

Supply/Demand Inclusion Rules form (P34004), 38.9.2

Supply/Demand Inquiry form (P4021), 31.5

Suppressing rows without data, 31.4.1

Swapping a component, 24.1

System flow diagram, 1.3

System integration, 1.1

System setup

overview, 34.2

See Setup

---

T

Tables

described, 1.4.1

F0902 Account Balances, 11.2

F0911 Account Ledger, 11.2, 18.1

F1201 Item Master, 1.1

F1202 Item Balances, 11.2, 18.1

F13411 PM Projections, 28.2.1

F3460 Forecast, 28.2.1

Task Details report (P48492), 51.3.4

Tax information

updating, 9.2.1, 9.4.1

Taxes

entering property tax information, 3.1.2

Threshold Percent

use of, 15.3

Tickler miles or hours

using, 6.2.1

Time Basis

explained, A.2.4

Timecard Journals, 26.3.3

Total load, 33.3.1

Tracking equipment location, 9.1

Transaction Ledger report (P12420), 50.4

Transfer Processing form (P12115), 9.2, 9.2

Transferring equipment

See Entering location information

---

U

UDCs

See User defined codes

Under-capacity, 32.1

Unposted F/A Transactions report (P12301), 12.4.1

Unscheduled Maintenance (P13UM), 20.10.1

Unscheduled service

explained, 15.2.2

Update PM Schedule Status program (P12807), 17.1

Update units to G/L

explained, A.3.1

Updating accounts and ledgers, 44.1

company and account numbers, 44.2

running the Repost Ledger program, 44.3

updating equipment item number in the account ledger, 44.4

Updating company and account numbers, 44.2

Updating equipment information, 41.1

message log, 41.2

updating Search Word table, 41.3

uppercase and lowercase descriptions, 41.3.1

Updating equipment numbers, 43.3

Updating meter readings based on estimates, 16.3.4

Updating planning information, 31.4.1

Updating PM schedule information, 17.1, 43.1, 43.3

equipment under warranty, 17.1.1

updating PM schedules, 43.2

Updating PM schedules, 43.2

reviewing equipment affected by update, 43.2.1

Updating the equipment item number in the account ledger, 44.4

Updating the life cycle information of a work order, 23.3.1

Updating the message log, 41.2

Updating the phase/equipment number in the G/L, 42.5

Updating the search word table, 41.3

Updating the standard parts list, 42.4

Updating work order cost, 42.2

Updating work order information, 42.1

phase/equipment number in the G/L, 42.5

updating status based on purchase order receipts, 42.3

updating the standard parts list, 42.4

updating work order cost, 42.2

User Defined Code Entry - Fixed Assets form (P12092), 4.2.2

User Defined Code Revisions form (P00051), 36.1.27

User defined codes

additional equipment category codes, 36.1.3

approval type, 36.1.23

bill type, 36.1.25

CRP display, 39.4.5

defining as valid values for a data type, 38.6.3

defining blank as a valid value, 36.1.28

depreciation account rules, 35.2.9

equipment message type, 36.1.5

equipment status, 36.1.4

finance methods, 36.1.6

forecast types, 36.1.21

G/L class, A.2.1

integrating with Fixed Assets, 36.1.28

inventory document type, 36.1.24

ledger types for equipment journal entries, 36.1.7

line type, A.2.1

major accounting class, 36.1.1

major equipment class, 36.1.2

message types, 39.4.5

MRP action messages, 39.3.2

MRP calculation display, 39.3.1

overview, 1.2.1

PM category code 01, 36.1.10

PM category code 02, 36.1.11

Predictive flag, 36.1.12

preventive maintenance service type codes, 36.1.8

preventive maintenance status codes, 36.1.9

quantity types, 39.3.1

record type codes, 36.1.20

routing type, 36.1.26

setting up, 36.1

setting up parts planning codes, 39.3.1

stocking type, A.2.1

summary document types, 36.1.22

type codes, 36.1.13

types of predefined codes, 39.3.1

using as supplemental data types, 35.3.2

work order category codes, 36.1.17

work order databases, 36.1.18

work order document types, 36.1.19

work order priority codes, 36.1.14

work order status codes, 36.1.15

User Defined Codes table (F0005)

described, 1.4.2

User Information form (P0092), 38.5.7

Using work order speed entry, 26.2.7

---

V

Verifying the post process, 13.3

Versions List form (P98300), 38.7.1

Viewing equipment messages, 6.3

View/Send Message form

sample, 6.3

viewing/sending messages, 6.3

View/Send Message program (P12216-2), 6.3

---

W

Where Used Detail form (P13225), 31.6.2

Where Used Inquiry form (P30201), 31.6.1

W/O Supplemental Data by Data Type report (P480410), 51.2.10

W/O Supplemental Data by Order report (P480400), 51.2.9

Work Center Rate Revisions form (P30061), 39.4.2

Work centers

adding long-term resources, 33.4.4

capacity messages, 33.2

critical centers, 32.1.2

setting up, 39.4.2

Work Day Calendar form (P00071), 39.2.3

Work Order Activity Rules form (P4826), 38.5.3

Work order approval, 22.2

adding an explanation, 22.2.2

approving from Message View/Entry, 22.2.2

locating a work order, 22.3.1

passwords, 22.2.2

reviewing details about specific work orders, 22.2.2

reviewing the approval history, 22.3

Work Order Approval form (P4828), 22.2.1

Work Order Approval Routing form (P4827), 38.5.5

Work Order Approval Routing table (F4826)

described, 1.4.2

Work Order Approval table (F4828)

described, 1.4.2

Work Order Category Codes form (P48016), 20.4.1

Work Order Completion report (P13430), 51.6

Work order cost

updating, 42.2

Work Order Cost Detail report (P48498), 51.2.7

Work Order Cost Summary form (P13WO), 20.3

Work Order Cost Summary report (P48497), 51.2.4

Work order dates

revising, 33.4.1

Work Order Detail Entry form (P4802), 20.5

Work order entry

activity rules, 20.1.2

adding additional work order information, 21.1.1

adding costs to work orders, 26.1

adding text to a work order, 20.5

approval routing, 20.1.2

approving a work order, 22.2

assigning category codes, 20.4, 20.4

assigning estimated work order costs, 20.3

assigning labor routing to a work order, 20.8

assigning parts from a standard parts list, 20.7.2

assigning parts to a work order, 20.7

assigning parts without an inventory master, 20.7.10

Backlog Management, 20.10.1

closing out parts no longer required, 26.2.3

copying a work order, 20.9

corrective work orders, 20.1

creating a work order for unscheduled maintenance, 20.10

deleting a work order, 20.2.1

deleting parts from the parts list, 20.7.4

entering basic information, 20.2

entering employee time on a work order, 26.3.3

entering supplemental information, 20.6

entering time by shop or business unit, 26.3

equipment under warranty, 20.2.1

extended descriptions for work orders, 20.5.1

issuing miscellaneous parts to a work order, 26.2, 26.2.5

issuing non-stock parts, 26.2.3, 26.2.3

issuing parts included on parts lists, 26.2, 26.2.2

line types, 20.7.7

multiple locations for parts, 20.7.8

optional fields, 20.1.2

parts list, 20.7

posting inventory issues to the G/L, 26.2.9

purchasing parts for a work order, 25.1

reversing an inventory issue transaction, 26.2.3

reviewing and approving, 22.1

reviewing work order approval history, 22.3

See Corrective work orders

See Work order life cycle

See Work order processing

speed entry or standard entry, 26.3.2

using an equipment number as a search cross-reference, 20.4.2

using work order speed entry, 26.2.7

Working with selected parts from inventory, 20.7.5

Work Order Entry form (P48011), 20.2

Work order information

updating, 42.1

Work Order Inventory Issues form (P31111), 26.2.2

Work order life cycle

adding costs to work orders, 26.1

approving a work order, 22.2

budget and estimate controls, 19.2.1

creating corrective work orders, 20.1

features, 19.2.1

overview, 19.2

printing, 23.4

process flow, 19.3

project management reporting, 19.2.1

project setup and tracking, 19.2.1

purchasing parts for a work order, 25.1

reviewing and approving work orders, 22.1

reviewing work order approval history, 22.3

reviewing work order information, 27.1

See Work order entry

setting up, 38.5

setting up a project, 21.1

swapping a component, 24.1

updating life cycle information, 23.3.1

work order activity rules, 19.2.1

work order approval, 19.2.1

work order updates, 19.2.1

working with work orders, 23.1

Work order life cycle information

setting up, 38.1

Work Order Master table (F4801)

described, 1.4.1

Work order next numbers

setting up, 38.3

Work Order Parts List form (P1311), 20.7.3

Work order parts lists

supplier catalogs, 25.1.2

Work Order Parts table (F3111)

described, 1.4.2

Work order process flow, 19.3

Work order processing

reviewing and approving work orders, 22.1

Work Order Record Types table (F48002)

described, 1.4.2

Work order reports

printing, 51.1

standard work order reports, 51.2

Work Order Routing table (F3112)

described, 1.4.2

Work Order Status Action table (F4826)

described, 1.4.2

Work Order Status History report, 52.8.2

Work order supplemental data

setting up, 38.1

Work orders

adding costs, 26.1

approval routing, 38.8.1

completing for maintenance loops, 15.4.2

creating a model, 15.6

default user locations and printers, 38.1

defining default location and printers, 38.8

deleting status codes, 38.5.4

life cycle information, 38.1

locating, 23.2

next numbers, 38.1

parts supply and demand, 27.2.1

printing a batch, 23.4.4

printing from the work order master, 23.4.3

printing using Backlog Management, 23.4.1

purchasing parts, 25.1

purging, 46.1

record type information, 38.1

required record types, 38.4.2

reviewing costs by category code, 27.4

reviewing estimated and actual amounts, 27.6

reviewing part supply and demand, 31.5.1

reviewing parts lists, 27.2

reviewing project costs, 27.5

reviewing supplemental information, 20.6.2, 20.6.3

reviewing work order transactions, 27.3

See Work order entry, 1.1

setting up, 38.1

setting up a standard parts list, 38.7.4

setting up approver profiles, 38.5.7

setting up next numbers, 38.3

setting up record types, 38.4

setting up standard parts lists and standard work order instructions, 38.7

setting up standard work order instructions, 38.7.7

setting up supplemental data, 38.6

setting up supply and demand inclusion rules, 38.9

setting up the work order life cycle, 38.5

setting up work order approval routes, 38.5.5

standard parts lists and labor routing instructions, 38.1

substitute parts, 20.7.9

supplemental data, 38.1

supplemental information, 20.6

using Update PM Schedule Status to generate, 17.1.1

Work Orders form (P48092), 20.6.1

Work Orders system, 1.1

Workday calendar

revising work days, 33.4.4

Working with G/L journal entries, 12.1

Working with message logs, 6.1

Working with meter estimates, 16.3

setting up meter estimates, 16.3.1

updating meter readings based on estimates, 16.3.4

Working with meter readings, 16.1

entering meter readings, 16.2

reviewing meter readings, 16.4

working with meter estimates, 16.3

Working with parts detail messages, 31.3

Working with PM projections

maintenance planning, 29.1

reviewing, 29.3

running the PM Projection Batch Update, 29.2

Working with Report Writer, 50.5

Working with selected parts from inventory, 20.7.5

Working with the labor plan

See Labor plans

Working with work orders, 23.1

backlog management, 23.2.1

closing a work order, 23.3.2

Equipment backlog, 23.2.4

over-capacity conditions, 23.3.4

printing a batch of work orders, 23.4.4

printing work orders, 23.4, 23.4

revising actual and estimated hours, 23.3.4

revising the detail information of a work order, 23.3.3

revising work orders, 23.3

updating the life cycle information, 23.3.1

World Writer, 48.2

reporting, 1.2.4

user defined reports, 1.1

World Writer reports, 50.6

preventive maintenance, 52.8

---

Z

Z file processing programs, B