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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Information
Conventions
1
Overview to Equipment/Plant Maintenance
1.1
Equipment/Plant Maintenance Features
1.1.1
Equipment Information and Search
1.1.2
Equipment Location Tracking
1.1.3
Detailed Equipment Cost Accounting
1.1.4
Reporting
1.2
Equipment/Plant Maintenance Process Flow
1.3
Equipment/Plant Maintenance Tables
1.3.1
Primary Tables and Descriptions
1.3.2
Secondary Tables and Descriptions
1.4
System Integration
Part I Equipment Information
2
Overview to Equipment Identification
2.1
Objectives
2.2
About Equipment Identification
2.2.1
How Does the System Use Equipment Identification?
2.2.2
Types of Equipment Identification Information
2.2.3
Category Codes and Equipment Identification
2.2.4
Equipment Identification Numbers
2.2.5
Parent and Component Relationships
3
Create an Equipment Master
3.1
Creating an Equipment Master
3.1.1
What You Should Know About
3.1.2
What You Should Know About
3.1.3
Processing Options
4
Enter Additional Detailed Information
4.1
Entering Additional Detailed Information
4.2
Working with Supplemental Information
4.2.1
Before You Begin
4.2.2
Entering Supplemental Information
4.2.3
What You Should Know About
4.2.4
Reviewing Supplemental Information by Data Type
4.2.5
To review supplemental information by data type
4.2.6
Reviewing Supplemental Information by Equipment
4.2.7
To review supplemental information by equipment
4.3
Entering Specification Information
4.3.1
Before You Begin
4.4
Entering Permit and License Information
4.4.1
To enter permit and license information
4.4.2
Processing Options
5
Search for Equipment Information
5.1
Searching for Equipment Information
5.1.1
Before You Begin
5.1.2
What You Should Know About
5.1.3
Searching for Equipment by Field
5.1.4
What You Should Know About
5.1.5
Searching for Equipment by Query
5.1.6
What You Should Know About
5.1.7
Processing Options
6
Work with Message Logs
6.1
Working with Message Logs
6.2
Entering an Equipment Message
6.2.1
What You Should Know About
6.2.2
Processing Options
6.3
Reviewing Equipment Messages
7
Review Parent and Component Information
7.1
Reviewing Parent and Component Information
7.2
Reviewing Parent and Component History
7.2.1
Processing Options
7.2.2
Reviewing Current Equipment Components
7.2.3
What You Should Know About
7.2.4
Processing Options
8
Equipment Information Tracking
8.1
Objectives
8.2
About Equipment Information Tracking
9
Track Equipment Location
9.1
Tracking Equipment Location
9.2
Entering Location Information
9.2.1
What You Should Know About
9.2.2
Processing Options
9.3
Reviewing Location Information
9.3.1
Before You Begin
9.3.2
What You Should Know About
9.3.3
Processing Options
9.4
Revising Location Information
9.4.1
What You Should Know About
9.4.2
Processing Options
10
Review Maintenance Costs
10.1
Reviewing Maintenance Costs
10.2
Reviewing Equipment Costs by Cost Account
10.2.1
Processing Options
10.3
Reviewing Equipment Costs by Repair Code
10.3.1
What You Should Know About
10.3.2
Processing Options
10.4
Reviewing Shop Costs by Cost Account
10.4.1
What You Should Know About
10.4.2
Processing Options
10.5
Reviewing Shop Costs by Repair Code
10.5.1
What You Should Know About
10.5.2
Processing Options
11
Process G/L to Equipment
11.1
Objectives
11.2
About Processing G/L Journal Entries to Equipment
12
Work with G/L Journal Entries
12.1
Working with G/L Journal Entries
12.2
Revising Unposted Journal Entries
12.2.1
Processing Options
12.3
Splitting Unposted Journal Entries
12.3.1
What You Should Know About
12.4
Printing the Journal Entries Report
12.4.1
What You Should Know About
12.4.2
Processing Options
13
Post G/L Journal Entries to Equipment
13.1
Posting G/L Journal Entries to Equipment
13.2
Posting a Batch of Journal Entries
13.2.1
Processing Options
13.3
Verifying the Post Process
Part II Preventive Maintenance Cycle
14
Overview to Preventive Maintenance Cycle
14.1
Objectives
14.2
About the Preventive Maintenance Cycle
14.2.1
Before You Begin
14.3
Terms and Concepts
14.3.1
Creating PM Schedules for Each Piece of Equipment
14.3.2
Scheduling PMs
14.3.3
Completing PMs
14.3.4
Preventive Maintenance Cycle
14.3.5
Preventive Maintenance Process Flow
15
Create a PM Schedule
15.1
Creating a PM Schedule
15.2
Creating an Item PM Schedule
15.2.1
Before You Begin
15.2.2
What You Should Know About
15.3
Linking Service Types
15.4
Creating a Maintenance Loop
15.4.1
Before You Begin
15.4.2
What You Should Know About
15.5
Creating a Model PM Schedule
15.5.1
What You Should Know About
15.6
Creating a Model Work Order
15.6.1
What You Should Know About
15.6.2
Processing Options
16
Work with Meter Readings
16.1
Working with Meter Readings
16.2
Entering Meter Readings
16.2.1
Before You Begin
16.2.2
What You Should Know About
16.2.3
Processing Options
16.3
Working with Meter Estimates
16.3.1
Setting Up Meter Estimates
16.3.2
What You Should Know About
16.3.3
Processing Options
16.3.4
Updating Meter Readings Based on Estimates
16.3.5
What You Should Know About
16.3.6
Processing Options
16.4
Reviewing Meter Readings
16.4.1
What You Should Know About
17
Update PM Schedule Information
17.1
Updating PM Schedule Information
17.1.1
What You Should Know About
17.1.2
Processing Options
18
Change the Status of PMs to Complete
18.1
Changing the Status of PMs to Complete
18.1.1
What You Should Know About
18.1.2
Processing Options
Part III Work Order Life Cycle
19
Overview to Work Order Life Cycle
19.1
Objectives
19.2
About the Work Order Life Cycle
19.2.1
Features of the Work Order Life Cycle
19.3
Work Order Process Flow
20
Create Corrective Work Orders
20.1
Creating Corrective Work Orders
20.1.1
Before You Begin
20.1.2
What You Should Know About
20.2
Entering Basic Work Order Information
20.2.1
What You Should Know About
20.2.2
Processing Options
20.3
Assigning Estimated Costs to a Work Order
20.3.1
What You Should Know About
20.4
Assigning Category Codes to a Work Order
20.4.1
What You Should Know About
20.4.2
What You Should Know About
20.5
Adding Text to a Work Order
20.5.1
What You Should Know About
20.6
Working with Work Order Supplemental Information
20.6.1
Entering Supplemental Information to a Work Order
20.6.2
Reviewing Supplemental Data by Type
20.6.3
Reviewing Supplemental Data by Work Order
20.7
Assigning Parts to a Work Order
20.7.1
Before You Begin
20.7.2
Assigning Parts from a Standard Parts List
20.7.3
Before You Begin
20.7.4
What You Should Know About
20.7.5
Working with Selected Parts from Inventory
20.7.6
Before You Begin
20.7.7
What You Should Know About
20.7.8
What You Should Know About
20.7.9
What You Should Know About
20.7.10
Assigning Parts without an Inventory Master
20.8
Assigning Labor Routing to a Work Order
20.8.1
Before You Begin
20.8.2
What You Should Know About
20.9
Copying a Work Order
20.10
Creating a Work Order for Unscheduled Maintenance
20.10.1
Before You Begin
20.10.2
What You Should Know About
21
Set Up a Project
21.1
Setting Up a Project
21.1.1
What You Should Know About
21.1.2
Processing Options
22
Review and Approve Work Orders
22.1
Reviewing and Approving Work Orders
22.2
Approving a Work Order
22.2.1
Before You Begin
22.2.2
What You Should Know About
22.2.3
Processing Options
22.3
Reviewing the Approval History of a Work Order
22.3.1
What You Should Know About
23
Work with Work Orders
23.1
Working with Work Orders
23.2
Locating Work Orders
23.2.1
Locating Work Orders Using Backlog Management
23.2.2
What You Should Know About
23.2.3
Processing Options
23.2.4
Locating Work Orders Using Equipment Backlog
23.2.5
Processing Options
23.3
Revising Work Orders
23.3.1
Updating the Life Cycle Information of a Work Order
23.3.2
What You Should Know About
23.3.3
Revising the Detail Information of a Work Order
23.3.4
What You Should Know About
23.4
Printing Work Orders
23.4.1
Printing Work Orders Using Backlog Management
23.4.2
Before You Begin
23.4.3
What You Should Know About
23.4.4
Printing a Batch of Work Orders
23.4.5
Processing Options
24
Swap a Component
24.1
Swapping a Component
24.1.1
What You Should Know About
24.1.2
Processing Options
25
Purchase Parts for a Work Order
25.1
Purchasing Parts for a Work Order
25.1.1
Before You Begin
25.1.2
What You Should Know About
25.1.3
Processing Options
26
Add Costs to Work Orders
26.1
Adding Costs to Work Orders
26.2
Issuing Parts to a Work Order
26.2.1
Before You Begin
26.2.2
Issuing Parts Included on the Work Order Parts List
26.2.3
What You Should Know About
26.2.4
Processing Options
26.2.5
Issuing Miscellaneous Parts to a Work Order
26.2.6
Before You Begin
26.2.7
What You Should Know About
26.2.8
Processing Options
26.2.9
Posting Inventory Issues to the G/L
26.2.10
What You Should Know About
26.2.11
Processing Options
26.3
Entering Employee Time on a Work Order
26.3.1
Before You Begin
26.3.2
What You Should Know About
26.3.3
Entering Work Order Time by Employee
26.3.4
What You Should Know About
26.3.5
Processing Options
26.3.6
Entering Work Order Time by Shop or Business Unit
26.3.7
What You Should Know About
26.3.8
Processing Options
27
Review Work Order Information
27.1
Reviewing Work Order Information
27.1.1
What You Should Know About
27.2
Reviewing Work Order Parts Lists
27.2.1
What You Should Know About
27.2.2
Processing Options
27.3
Reviewing Work Order Transactions
27.3.1
Before You Begin
27.3.2
What You Should Know About
27.4
Reviewing Work Order Costs by Category Code
27.4.1
What You Should Know About
27.5
Reviewing Project Costs
27.5.1
What You Should Know About
27.6
Reviewing Estimated and Actual Work Order Amounts
27.6.1
What You Should Know About
27.6.2
Processing Options
Part IV Maintenance Planning
28
Overview to Maintenance Planning
28.1
Objectives
28.2
About Maintenance Planning
28.2.1
PM Projections
28.2.2
Parts Plans
28.2.3
Labor Plans
29
Work with PM Projections
29.1
Working with PM Projections
29.2
Running the PM Projection Batch Update
29.2.1
Before You Begin
29.2.2
Processing Options
29.3
Reviewing PM Projections
29.3.1
What You Should Know About
30
Generate a Parts Plan
30.1
Generating a Parts Plan
30.1.1
Before You Begin
30.1.2
What You Should Know About
31
Review the Parts Plan
31.1
Reviewing the Parts Plan
31.1.1
Before You Begin
31.2
Reviewing Parts by Planning Family
31.2.1
Processing Options
31.3
Working with Parts Detail Messages
31.3.1
What You Should Know About
31.3.2
Processing Options
31.4
Reviewing Parts Availability by Time
31.4.1
What You Should Know About
31.4.2
Processing Options
31.5
Reviewing Part Supply and Demand
31.5.1
What You Should Know About
31.5.2
Processing Options
31.6
Reviewing Component Part Information
31.6.1
Reviewing Parent Information for Component Parts
31.6.2
Reviewing Where Used Information by Equipment or Work Order
31.6.3
Processing Options
31.7
Reviewing and Revising Part Cross-References
32
Generate a Labor Plan
32.1
Generating a Labor Plan
32.1.1
Before You Begin
32.1.2
What You Should Know About
33
Work with the Labor Plan
33.1
Working with the Labor Plan
33.1.1
Before You Begin
33.2
Reviewing Labor Messages
33.2.1
What You Should Know About
33.3
Reviewing Capacity Load
33.3.1
Reviewing Capacity Load by Work Center
33.3.2
Processing Options
33.3.3
Reviewing a Bar Graph of Capacity Load
33.3.4
What You Should Know About
33.3.5
Processing Options
33.3.6
Reviewing Capacity Load by Period Summary
33.3.7
Processing Options
33.4
Revising Labor Resources
33.4.1
Revising Work Order Dates
33.4.2
Processing Options
33.4.3
Revising Resource Units for a Work Center
33.4.4
What You Should Know About
33.4.5
Processing Options
Part V Setup
34
Overview to System Setup
34.1
Objectives
34.2
About System Setup
35
Set Up Equipment
35.1
Setting Up Equipment
35.2
Setting Up Equipment Data
35.2.1
Setting Up Equipment Constants
35.2.2
What You Should Know About
35.2.3
Setting Up Equipment/Plant AAIs
35.2.4
What You Should Know About
35.2.5
Processing Options
35.2.6
Setting Up Equipment Next Numbers
35.2.7
What You Should Know About
35.2.8
Setting Up Depreciation Account Rules
35.2.9
What You Should Know About
35.2.10
Setting Up Ledger Depreciation Rules
35.2.11
What You Should Know About
35.2.12
Mapping Equipment Category Codes
35.2.13
What You Should Know About
35.3
Setting Up Supplemental Data
35.3.1
Defining Supplemental Data Types
35.3.2
What You Should Know About
35.3.3
Defining Specification Data Types
35.3.4
Before You Begin
35.3.5
What You Should Know About
35.3.6
Assigning Supplemental Data Types to Equipment
35.3.7
Before You Begin
35.3.8
What You Should Know About
35.3.9
Setting Up Supplemental Data Security
35.4
Setting Up Shop Cost Inquiry
35.4.1
Defining Inquiry Columns
35.4.2
What You Should Know About
35.4.3
Defining Inquiry Formats
35.4.4
Before You Begin
35.4.5
Processing Options
35.4.6
Defining Inquiry Paths
35.4.7
Before You Begin
35.4.8
Processing Options
36
Set Up User Defined Codes
36.1
Setting Up User Defined Codes
36.1.1
Major Accounting Class (12/C1)
36.1.2
Major Equipment Class (12/C2)
36.1.3
Additional Class (12/C3-C0, 12/F1-F0, 12/21-23)
36.1.4
Equipment Status (12/ES)
36.1.5
Equipment Message Type (12/EM)
36.1.6
Finance Methods (12/FM)
36.1.7
Ledger Types for Equipment Journal Entries (12/LT)
36.1.8
Preventive Maintenance Service Type Codes (12/ST)
36.1.9
Preventive Maintenance Status Codes (12/MS)
36.1.10
Preventive Maintenance Category Code 01 (13/P1)
36.1.11
Preventive Maintenance Category Code 02 (13/P2)
36.1.12
Predictive Flag Codes (13/PF)
36.1.13
Type Codes (00/TY)
36.1.14
Work Order Priority Codes (00/PR)
36.1.15
Work Order Status Codes (00/SS)
36.1.16
Work Order Category Code 01 (00/W1)
36.1.17
Additional Work Order Category Codes (00/W2 - W0 and 00/X1 - X0)
36.1.18
Work Order Databases (00/WD)
36.1.19
Work Order Document Types (00/DT)
36.1.20
Record Type Codes (00/RT)
36.1.21
Forecast Type (34/DF)
36.1.22
Summary Document Types (48/DC)
36.1.23
Approval Type (48/AP)
36.1.24
Inventory document type (48/ID)
36.1.25
Bill Type (40/TB)
36.1.26
Routing Type (40/TR)
36.1.27
Example: User Defined Codes Screen
36.1.28
What You Should Know About
37
Set Up PM Schedule Information
37.1
Setting Up PM Schedule Information
37.1.1
Before You Begin
37.2
Setting Up Standard Procedures
37.3
Setting Up Maintenance Rules
37.3.1
How Does the System Apply Maintenance Rules?
37.3.2
What You Should Know About
38
Set Up Work Orders
38.1
Setting Up Work Orders
38.2
Setting Up Default Managers and Supervisors
38.3
Setting Up Work Order Next Numbers
38.4
Setting Up Record Types
38.4.1
Before You Begin
38.4.2
What You Should Know About
38.5
Setting Up the Work Order Life Cycle
38.5.1
Before You Begin
38.5.2
Setting Up Work Order Activity Rules
38.5.3
To set up work order activity rules
38.5.4
What You Should Know About
38.5.5
Setting Up Work Order Approval Routes
38.5.6
What You Should Know About
38.5.7
Setting Up Work Order Approver Profiles
38.6
Setting Up Work Order Supplemental Data
38.6.1
Before You Begin
38.6.2
To set up work order supplemental data
38.6.3
What You Should Know About
38.6.4
Processing Options
38.7
Setting Up Standard Parts Lists and Work Order Instructions
38.7.1
Revising Processing Options for Parts Lists and Labor Routings
38.7.2
What You Should Know About
38.7.3
Processing Options
38.7.4
Setting Up a Standard Parts List
38.7.5
Before You Begin
38.7.6
Processing Options
38.7.7
Setting Up Standard Work Order Instructions
38.7.8
Before You Begin
38.7.9
What You Should Know About
38.7.10
Processing Options
38.8
Defining Default Location and Printers
38.8.1
What You Should Know About
38.9
Setting Up Supply and Demand Inclusion Rules
38.9.1
Before You Begin
38.9.2
To set up supply and demand inclusion rules
38.9.3
Processing Options
39
Set Up Maintenance Planning
39.1
Setting Up Maintenance Planning
39.2
Setting Up General Planning
39.2.1
Setting Up Planning Constants
39.2.2
What You Should Know About
39.2.3
Setting Up the Workday Calendar
39.2.4
What You Should Know About
39.3
Setting Up Parts Planning
39.3.1
Setting Up Parts Planning Codes
39.3.2
What You Should Know About
39.3.3
Setting Up Supply and Demand Inclusion Rules for Parts Plans
39.4
Setting Up Resource Planning
39.4.1
Setting Up Resource Units
39.4.2
Before You Begin
39.4.3
Processing Options
39.4.4
Processing Options
39.4.5
Setting Up Resource Planning Codes
39.4.6
Setting Up Supply and Demand Inclusion Rules for Labor Plans
Part VI Advanced & Technical
40
Equipment/Plant Maintenance Global Updates
40.1
Objectives
40.2
About Equipment/Plant Maintenance Global Updates
41
Update Equipment Information
41.1
Updating Equipment Information
41.2
Updating the Message Log
41.3
Updating the Search Word Table
41.3.1
What You Should Know About
42
Update Work Order Information
42.1
Updating Work Order Information
42.2
Updating Work Order Cost
42.3
Updating Work Order Status Based on Purchase Order Receipt
42.3.1
Processing Options
42.4
Updating the Standard Parts List
42.4.1
What You Should Know About
42.4.2
Processing Options
42.5
Updating the Phase or Equipment Number in the G/L
42.5.1
Before You Begin
43
Update PM Schedule Information
43.1
Updating PM Schedule Information
43.2
Updating PM Schedules
43.2.1
What You Should Know About
43.3
Updating Equipment Numbers
43.3.1
Before You Begin
44
Update Accounts and Ledgers
44.1
Updating Accounts and Ledgers
44.2
Updating Company and Account Numbers
44.2.1
Before You Begin
44.3
Running the Repost Ledger Program
44.3.1
Before You Begin
44.3.2
Processing Options
44.4
Updating the Equipment Item Number in the Account Ledger
44.4.1
Before You Begin
45
Data Purge and Archival
45.1
Objectives
45.2
About Data Purge and Archival
46
Purge Work Orders
46.1
Purging Work Orders
46.1.1
Processing Options
47
Purge Selected Equipment Information
47.1
Purging Selected Equipment Information
47.1.1
Before You Begin
47.1.2
Processing Options
48
Equipment/Plant Maintenance Reports
48.1
Objectives
48.2
About Equipment/Plant Maintenance Reports
49
Print Equipment Reports
49.1
Printing Equipment Reports
49.2
Printing the Supplemental Data by Item Report
49.2.1
Processing Options
49.3
Printing the Supplemental Data by Type Report
49.3.1
Processing Options
49.4
Printing the Specification Data Report
49.4.1
Processing Options
49.5
Printing the Location Tracking Report
49.5.1
Processing Options
50
Print Cost Reports
50.1
Printing Cost Reports
50.2
Printing the Equipment Cost Analysis Report
50.2.1
Equipment Cost Analysis Report - Detail
50.2.2
Processing Options
50.3
Printing the Equipment Variance Report
50.3.1
Equipment Variance Report - By Job
50.3.2
Processing Options
50.4
Printing the Transaction Ledger Report
50.4.1
Transaction Ledger Report
50.4.2
Processing Options
50.5
Working with Report Writer
50.6
Printing World Writer Reports
50.6.1
Sample - License Renewal Report
51
Print Work Order Reports
51.1
Printing Work Order Reports
51.2
Printing Standard Work Order Reports
51.2.1
Printing the Work Order Status Report
51.2.2
Work Order Status Report
51.2.3
Processing Options
51.2.4
Printing the Work Order Cost Summary Report
51.2.5
Work Order Cost Summary Report
51.2.6
Processing Options
51.2.7
Printing the Work Order Cost Detail Report
51.2.8
Processing Options
51.2.9
Printing the Work Order Supplemental Data by Order Report
51.2.10
Printing the Work Order Supplemental Data by Type Report
51.2.11
Work Order Cost Detail Report
51.3
Printing Project Management Reports
51.3.1
Printing a Gantt Chart
51.3.2
Gantt Chart
51.3.3
Processing Options
51.3.4
Printing the Task Details Report
51.3.5
Printing the Project Punch List
51.3.6
Project Punch List
51.3.7
Printing the Project Status Summary Report
51.3.8
SAR Status Report
51.4
Printing the Equipment History Report
51.4.1
Processing Options
51.5
Printing the Budget to Actual Report
51.5.1
Before You Begin
51.5.2
Processing Options
51.6
Printing the Work Order Completion Report
51.6.1
Processing Options
51.7
Printing the Labor Utilization Report
51.7.1
Processing Options
51.8
Printing the Parts Forecast Report
51.8.1
Processing Options
51.9
Printing the Equipment Parts List Report
51.9.1
Equipment History Report
51.9.2
Processing Options
52
Print Maintenance Planning Reports
52.1
Printing Maintenance Planning Reports
52.2
Printing the PM Projections Report
52.2.1
Processing Options
52.3
Printing the Maintenance Schedule Report
52.3.1
Processing Options
52.4
Printing the MRP Schedule and Message Detail Report
52.4.1
MRP Schedule & Message Detail Report
52.4.2
What You Should Know About
52.4.3
Processing Options
52.5
Printing Labor Planning Reports
52.5.1
Printing the Load and Detail Messages Report
52.5.2
Capacity Requirements Report
52.5.3
What You Should Know About
52.5.4
Processing Options
52.5.5
Printing the Period Summary Report
52.5.6
Period Summary Report
52.5.7
What You Should Know About
52.5.8
Processing Options
52.6
Printing the Maintenance Log Report
52.6.1
Item Log Report
52.6.2
Processing Options
52.7
Printing the Frequency of Occurrence Report
52.7.1
Frequency of Occurrence Report
52.7.2
Processing Options
52.8
Printing World Writer Reports
52.8.1
Sample - Percent Complete by Item Report
52.8.2
Sample - Work Order Status History Report
Part VII Processing Options
53
Equipment Information Processing Options
53.1
Item Master Information (P1201)
53.2
Equipment Search Display Format (P1204)
53.3
Item Message Entry - Actual (P1205)
53.4
Item Message Entry - Planned (P1205)
53.5
Item Message Entry - Problem (P1205)
53.6
Permit and License Tracking (P1206)
53.7
Assembly Components and NBV (P12011)
53.8
Parent History Information (P12212)
53.9
Location Inquiry (P12215)
53.10
Cost Summary by Account Code (P122101)
53.11
Cost Summary by Repair Code (P122101)
53.12
Account Balance Comparison (P092121)
53.13
Revise Unposted Entries (P12102)
53.14
Unposted F/A Transactions (P12301)
53.15
Post Unposted F/A Entries (P12800)
53.16
Location Tracking Z File (P12115Z)
54
Preventive Maintenance Cycle Processing Options
54.1
Item PM Schedule (P1207)
54.2
Odometer Reading Update (P12120)
54.3
Meter Reading Estimates (P1306)
54.4
Update Meter Estimates (P13806)
54.5
Set Maintenance Status for Scheduled Maintenance (P12807)
54.6
Completed Maintenance (P12071)
54.7
Meter Reading Z File (P12120Z)
55
Work Order Life Cycle Processing Options
55.1
Equipment Work Order Entry (P48011)
55.2
Default Values for Speed Project Setup (P48015)
55.3
Work Order Approval (P4828)
55.4
Equipment Scheduling Workbench (P13220)
55.5
Equipment Work Order Print (P48425)
55.6
Job Status Inquiry (P512000)
55.7
Work Order Inventory Issues (P31111)
55.8
Equipment and Subledger Inventory Issues (P4112)
55.9
Simple Inventory Issues (P4112)
55.10
Work Order (Subledger) Inventory Issues (P4112)
55.11
Time Entry by Individual (P051121)
55.12
Time Entry by Job (Business Unit) (P051161)
55.13
Parts List Inquiry (P1321)
55.14
Budget to Actual Variance (P48218)
55.15
Scheduling Workbench - Equipment Entry (P48201)
55.16
General Ledger Post (P09870)
56
Maintenance Planning Processing Options
56.1
PM Projections (P13411)
56.2
Review Planning Family (P3401)
56.3
Supply/Demand Inclusion Rules (P34004)
56.4
Message Detail (P3411)
56.5
Time Series (P3413)
56.6
Supply & Demand (P4021)
56.7
Where Used Inquiry (P30201)
56.8
Load (P3313)
56.9
Load Bar Graph (P3313B)
56.10
Period Summary (P3312)
56.11
Production Status (P31226)
56.12
Work Center Resource Units (P3007)
56.13
Work Center Resource Units Refresh (P3007G)
57
Setup Processing Options
57.1
AAIs - Fixed Assets (P00121)
57.2
Define Formats - Job Status Inquiry (P5193)
57.3
Define Paths - Job Status Inquiry (P51941)
57.4
Work Order Data Base (P48090)
57.5
Work Order Parts List Revisions (P1311)
57.6
Equipment WO Routings (P1312)
57.7
Routing Master Revisions (P3003)
57.8
Item Cost Update (P30835)
58
Advanced & Technical Processing Options
58.1
Update Work Order Status based on Purchase Order Receipt (P48810)
58.2
Standard Parts List Update (P13802)
58.3
Item Balance Repost (P12910)
58.4
Work Order Purge (P4801P)
58.5
Purge Item Master and Item Balance Files (P12912)
58.6
Fixed Assets Supplemental Data (P12400)
58.7
Specification Data Report (P12416)
58.8
All Item Numbers by Data Type - Alpha/Item Number (P12440)
58.9
Location Tracking Report (P12460)
58.10
Equipment Cost Analysis (P12424)
58.11
Equipment Variance Report - by Item (P13400)
58.12
Equipment Variance Report - by Job (P13400)
58.13
Fixed Asset Ledger - Posted (P12420)
58.14
Work Order Summary Status - by Business Unit (P48496)
58.15
Work Order Summary Status - by Phase Code (P48496)
58.16
Work Order Cost Summary (P48497)
58.17
Period Summary (P3352)
58.18
Work Order Cost Detail (P48498)
58.19
Print Work Order Gantt Chart (P48440)
58.20
Equipment History Report (P13420)
58.21
Budget to Actual Report (P13418)
58.22
Work Order Execution Report (P13430)
58.23
Labor Utilization Report (P13440)
58.24
Parts Forecast Report (P13450)
58.25
Equipment Parts List Report (P13410)
58.26
Completed Maintenance Records (P12407)
58.27
Mechanic's Worksheet (P12407)
58.28
Scheduled Maintenance Records (P12407)
58.29
Item Log - Actual Maintenance (P12450)
58.30
Item Log - Planned Maintenance (P12450)
58.31
Item Log - Problems vs Maintenance (P12450)
58.32
Item Log - Reported Problems (P12450)
58.33
Schedule & Message Detail (P3450)
58.34
PM Projection Print - Monthly (P13412)
58.35
PM Projection Print - Quarterly (P13412)
58.36
PM Projection Print - Weekly (P13412)
58.37
Frequency of Occurrence (P13419)
58.38
Planning (P3350)
A
Inventory Concepts and Setup
A.1
About Inventory Concepts
A.1.1
Stocking Types
A.1.2
On-Hand Quantity vs. Available Quantity
A.1.3
Commitments
A.1.4
Supply and Demand Quantities
A.2
About the Inventory Item Master
A.2.1
Entering Item Master Information
A.2.2
Entering Item Branch Information
A.2.3
Entering Manufacturing Values
A.2.4
Entering Plant Manufacturing Data
A.2.5
Entering Classification Codes
A.3
About Inventory Setup
A.3.1
Setting Up Branch/Plant Constants
A.3.2
Setting Up Stocking Type Codes
A.3.3
Setting Up Line Types
B
Import Mass Data into Equipment Plant Maintenance
Index
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