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Capital Asset Management

Complete visibility across your asset inventory to let you make financial and operational decisions that optimize performance throughout your asset lifecycle - from acquisition and daily use to scheduled maintenance and retirement.

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  • Capital Asset Management Implementation Guide
  • One View Reporting User Guide
  • Training: Capital Asset Management
  • Asset management Form Personalization
  • Information Center: Capital Asset Management

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  • UPK: Capital Asset Management
  • Capital Asset Management Implementation Guide
  • One View Reporting User Guide
  • One View Reporting for Capital Asset Management Rel 9.1
  • Training: Capital Asset Management
  • Information Center: Capital Asset Management

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  • Overview: Equipment Cost Analysis
  • Data Sheet: Equipment Cost Analysis

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  • Overview: Resource Assignments
  • Data Sheet: Resource Assignments

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  • Resource Assignments Implementation Guide

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  • Resource Assignments Implementation Guide

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  • Overview: Service Management
  • Overview: One View Reporting Solution Overview
  • Data Sheet: Service Management
  • Data Sheet: One View Reporting for Service Management

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  • Presentation: Case Management
  • Data Sheet: Case Management

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  • Setting Up a Lessee Lease
  • Running Lease Commencement for Balance Sheet Lessee Accounting
  • Running Monthly Processes for Balance Sheet Lessee Accounting
  • Managing Lease Term ChangesNEW!
  • Using Blind Revenue Recognition and Guided Revenue Recognition
  • Recognizing All, Less, or More Revenue
  • Real Estate Management Implementation Guide
  • Accounts Receivable Implementation Guide
  • UX One Role: Lessee Accounting Manager
  • UX One Role: Lease Administrator



Maximize Productivity with Your Capital Assets


Optimize Equipment Performance

Get complete visibility into your assets that enables you to make financial and operational decisions that optimize equipment performance.

Reduce Labor and Material Costs

Complete visibility into the labor and parts needed for maintenance so that you are better able to reduce costs associated with overtime and excess spare parts inventories.

Minimize Unplanned Downtime

Monitor repair history to determine patterns of equipment wear so that replacement of parts or overhauls can be scheduled to avoid equipment failure.

UX One Roles for Capital Asset Management

Asset Managers, Operations Managers, Maintenance Managers, Maintenance Schedulers, Maintenance Supervisors, and Maintenance Technicians can access UX One role-based pages to easily access, review, and act upon important information to manage the capital assets, thereby maximizing the return on them and reducing the associated costs.

Identify Condition-Based Problems to Optimize Equipment Usage


Avoid Equipment Failures

You can continuously get information about the condition of each asset helping you to capably find and fix the problems before they cause equipment breakdowns.

Condition-Based Monitoring and Maintenance

You can use information gathered about equipment through equipment monitoring devices which helps you make maintenance decisions based on the condition of your equipment.

Maximize Asset Productivity

Create maintenance plans based on production or operational needs which allows you to maximize asset productivity with minimal disruption to business.

Reduce Maintenance Costs

Improve the performance of your equipment and decrease the need for equipment teardowns and parts replacement.

Track Equipment and Component Costs For Your Capital Assets


Facilitating Cost Analysis

Filtering capabilities that enable you to sort information and filter out irrelevant facts. You can focus your analysis on information that is relevant to your specific area of investigation. Compare costs associated with different equipment groups or within the same equipment group over different time periods. Diagnose and resolve problems with equipment and prevent future issues.

Customize Your Cost Tracking

You can create equipment categories that make sense for your business and arrange them either by type of equipment or equipment parent/child relationship making it easier to investigate and manage costs.

Optimize Resource Utilization and Skill Sets for Asset Maintenance


Optimized Resource Assignments

Optimizes utilization of all crews, individuals, and equipment when planning your maintenance activities.

Matching Individual Resources to Maintenance Tasks

Ensures that the right resource whether it is a crew or individual is assigned to the right job based upon skill-sets. Also ensure that your equipment resources are assigned appropriately to the right activities.

Improve Service Profitability with Expanded and Individualized Service Offerings


Personalizing the Customer Service Experience

Automates the documentation process, so you quickly build a knowledgebase about how your customers define value and how your products perform in relation to that value.

Managing Service Costs

Analyze product and service profitability by tracking product and warranty sales, as well as service costs, to determine the true profitability of a product or customer.

Improve Customer Satisfaction with Prompt, More-Informed Responses to Customer Concerns


Prompt and Informed Response

Set up flexible business rules to establish escalation routines that meet customer service policies and contract terms. Easy conversion to a service order is also available if on-site service is required. Case Management solutions captures all customer communications-calls, email, opportunities, sales orders, and meetings to keep all interested parties aware of any customer service incident.

Personalized Case Management

Apply business rules to service requests based on customer agreements so that instant messages or emails are automatically sent to the appropriate person for follow-up or escalation.

Streamlining the Billing Process


Efficiently Handle Any Billing Situation

Time and materials, lump sum, unit price, milestone, recurring, prepayments, draws-all are easily accommodated with the standard Contract and Service Billing functionality.

Improving Service with Invoices

Invoice your customers on their terms with flexible billing cycles, as well as custom invoice formats in the preferred currency and language.

Decreasing the Number of Billing Inquiries

Offer the level of detail desired by the client in terms that the client understands. Clear invoices mean timely payments, and timely payments improve your cash flow.

Saving Time and Improving Data Integrity

No need to juggle batch processing among disparate systems as integrated applications work in concert with each other, across departments and geographical divisions.

Derive Greater Value from Your Assets


Reduce Bottlenecks

Improve day-to-day operations with a single view of the Rental Contract that gives visibility into the entire rental process improving customer satisfaction.

Increase Productivity

Automated processes to generate associated service, sales, and returns, along with streamlined order operations that reduce delays and errors.

Improve Profit

Improved analytics provide insight into customer trending and equipment/item disposition, which increase revenue and minimize costs due to rental equipment remaining idle.

Do Business the Way Customers Want

Tailor terms and agreements of the contract with unique requirements for delivery and invoice mechanisms, billing options with multi-currency capability, and reservations of items to rent in the future.

Efficiently and Accurately Account for Leased Property and Non-Property Assets


Balance Sheet Lessee Accounting

The EnterpriseOne Lease Management solution leverages existing and enhanced capabilities across the ERP footprint. This includes using G/L, A/P, and A/R features available in Financial Management systems, defining lease terms and conditions in the Real Estate Management system, and asset tracking in the Fixed Assets system - together providing a single solution for managing your leases under the new ASC 842 and IFRS 16 accounting standards.

Straight-Line Rent Reporting

Accurately report revenue from rental properties in accordance with FASB 842 and IFRS 16, which states that the revenue from rent (recurring billings) must be recognized evenly (as a straight line) over the life of the lease. The difference between the straight-line rent that the system calculates for the accounting standard and the actual rent that you bill the tenant must be reflected in the general ledger.

Revenue Recognition

Accurately recognize revenue. Business processes and financial standards outline when you can recognize revenue for the amounts you bill to customers. The JD Edwards EnterpriseOne system has been updated to enable users to include lease-related invoices that are generated in the Real Estate Management system in the revenue recognition process in the Accounts Receivable system, ensuring that your system recognizes revenue at the appropriate time.

Automation and User Experience

Several lease-related processes have been automated to assist you with uploading, entering, and maintaining your leases over the course of the entire lease term. Additional pre-configured notifications, UX One roles, and personalized form layouts have been provided to help your users easily manage leased property and non-property assets.