Common Elements Used in This Chapter

Act. Payable Rate (actual payable rate)

Enter the actual payable rate that is associated with a transaction.

Actual Finish Date

Enter the date that the work order or engineering change order is completed or canceled.

If the status of the work order is Complete, the system uses the current date as the default value.

Asset Number

Enter an identification code that represents an asset. Use one of these formats:

1. Asset number (a computer-assigned, eight-digit, numeric control number).

2. Unit number (a 12-character alphanumeric field).

3. Serial number (a 25-character alphanumeric field).

Every asset has an asset number. You can use unit number and serial number to further identify assets. If this is a data entry field, the first character that you enter indicates whether you are entering the primary (default) format that is defined for the system, or one of the other two formats. A special character (such as / or *) in the first position of this field indicates which asset number format you are using. You assign special characters to asset number formats in the fixed assets constants.

Depending on the equipment constants that you set up on the SWM System Constants Revisions form, the system displays an equipment number, unit number, or serial number description. Based on this number, the system supplies customer and equipment information from the equipment record.

Assigned To

Enter the address book number of the person who is assigned to do the work.

For Service Management, the Assigned To person represents the primary technician.

Bill Y/N

Enter a value to specify whether a general ledger account should be billed. Values are:

Y: Yes, the account should be billed.

N: No, it should not be billed.

1: It is eligible only for invoicing.

2: It is eligible only for revenue recognition.

4: It is eligible only for cost.

Note: Codes 1, 2, and 4 relate only to the JD Edwards EnterpriseOne Service Billing system.

Capacity UOM (capacity unit of measure)

Enter a unit of measure that you use to express the capacity of a production line.

Examples of units of measure include:

• Hours

• Number of stampings

• Coats of paint

This item is used for repetitive processing only.

Category 02

Enter a value from UDC 00/W2 (Work Order Category Code 2) that indicates the type or category of a work order.

Note: A processing option for some forms enables you to enter a default value for this field. The system enters the default value automatically in the appropriate fields on any work orders that you create on those forms and on the Project Setup form. You can either accept or override the default value.

Category 03

Enter a value from UDC 00/W3 (Work Order Category Code 3) that indicates the type or category of the work order.

Category 04

Enter a value from UDC 00/W4 (Work Order Category Code 4) that indicates the type or category of the work order.

Category 05

Enter a value from UDC 00/W5 (Work Order Category Code 5) that indicates the type or category of the work order.

Category 10

Enter a value from UDC 00/W0 (Work Order Category Code 10) that indicates the type or category of the work order.

Competency Level From

Enter the lowest value to be included in the rule criteria range for a competency level range selection.

Competency Level To

Enter the highest value to be included in the rule criteria range for a competency level range selection.

Country

Enter a value from UDC 00/CN (County Codes) that identifies a country.

The country code has no effect on currency conversion.

Address Book uses the country code for data selection and address formatting.

Coverage Group

Enter a UDC that specifies the coverage group.

The coverage group consists of unlimited cost codes and the percentage that is covered for each cost code.

Covered G/L Category

Enter a value from UDC 41/9 (G/L Posting Codes) that identifies the GL offset (general ledger offset) to use when the system is searching for the account to which it posts the covered portion (by warranty or contract) of the accounting transaction.

If you do not want to specify a GL offset, you can enter four asterisks in this field or you can leave it blank. If you leave it blank, the system uses the GL offset from Inventory.

Document Number

Enter a number that identifies the original document, such as a voucher, invoice, or journal entry.

On entry forms, you can assign the document number or let the system assign it using the Next Numbers program (P0002). Matching document numbers (DOCM) identify related documents in JD Edwards EnterpriseOne Accounts Receivable and JD Edwards EnterpriseOne Accounts Payable. Examples of original and matching documents are:

JD Edwards EnterpriseOne Accounts Payable:

• Original document - voucher

• Matching document - payment

JD Edwards EnterpriseOne Accounts Receivable:

• Original document - invoice

• Matching document - receipt

Note: In JD Edwards EnterpriseOne Accounts Receivable, these transactions simultaneously generate original and matching documents: deductions, unapplied receipts, charge backs, and drafts.

The system supplies service contract values if the system is set up to check entitlements and the contract is valid.

The system uses next numbers to assign a work order number unless you override the information.

Entitlement Check

Enter a value from UDC 17/ER (Entitlement Check) that indicates the results of an entitlement check. Values are:

0: Not entitled.

1: Transaction entitled.

2: Contract found, but no existing service type.

3: Contract found, but no day and date assigned.

4: Covered under default warranty.

Est. Billable Rate

Enter the estimated billable rate that is associated with a service.

Est. Hours

Enter the estimated hours that are budgeted for this work order.

Est. Labor

Enter the estimated labor cost of a work order.

Est. Material

Enter the estimated material cost of a work order.

Est. Other

Displays an estimated amount.

If you associate routings with a work order, the system retrieves default values for the Labor Hours and Labor Amount fields. If you associate a parts list with a work order, the system retrieves default values for the Material Amount field. When you add a routing list, a parts list, or both, the program updates the cost to the work order header.

Alternatively, to update the actual costs of a work order, you can run a batch program called Update W.O. Actual Amounts (R13800). This program summarizes transactions for labor and material, and updates the actual cost fields of the work order.

Est. Payable Rate

Enter the estimated payable rate that is associated with a transaction.

Estimated Downtime Hours

Enter the estimated duration of a work order. This defines how long the piece of equipment can be down and you can complete the work order, which is different from total estimated hours.

Estimated Hours

Enter the standard hours of labor that you expect to incur in the normal production of this item.

The run labor hours in the Routing Master table (F3003) are the total hours that are required for the specified crew size to complete the operation. The hours are multiplied by the crew size during shop floor release and product costing.

Estimated Payment Amount

Enter the estimated payment amount that is used in service billing.

Experience Level

Enter a value from UDC 00/W9 (PS Consulting Experience Lvl) that indicates the type or category of the work order.

Inspector

Enter the address book number of the inspector. For Service Management, the inspector represents the secondary technician.

Language

Enter a value from UDC 01/LP (Language) that specifies the language to use on forms and printed reports.

Before you specify a language, a code for that language must exist at either the system level or in user preferences.

Manager

Enter the address book number for the manager, or accept the default value. For JD Edwards EnterpriseOne Service Management, the manager represents the primary service provider.

Note: A processing option for some forms enables you to enter a default value for this field based on values for category codes 1 (Phase), 2, and 3. You set up the default values on the Default Managers and Supervisors form. After you set up the default values and the processing option, the default information appears automatically on any work orders that you create if the category code criteria is met. You can either accept or override the default value.

Depending on the Default Manager processing option on the Process tab, you can enter either a valid address book number for the Manager and the Supervisor fields, or you can select to use the default hierarchy for managers and supervisors.

Message No

Enter a generic rates and message code (48/SN) that is assigned to a standard note, message, or general narrative explanation.

You can use this code to add instructional information to a work order. You set up codes for this field on the Generic Message/Rate Types table (F00191).

Non-Covered G/L Category

Enter a value from UDC 41/9 (G/L Posting Code) that identifies the GL offset to use when the system is searching for the account to which it posts the noncovered portion of the accounting transaction.

If you do not want to specify a GL offset, you can enter four asterisks in this field or you can leave this field blank. If you leave it blank, the system uses the GL offset from Inventory.

The values for the Covered G/L Category and Non-Covered G/L Category fields come from the service package for the service contract, based on the type of service on the work order.

Op St (operation status)

Enter a value from UDC 31/OS (Operation Status) that identifies the current status of a work order or engineering change order as the operation steps in the routing are completed.

Originator

Enter the address book number of the person who originated the change request.

The system verifies this number against the Address Book.

Paid Date

Enter the date on which a service provider was paid for a service.

Parent W.O. No (parent work order number)

Enter a number that identifies the parent work order.

You can use this number to:

• Enter default values for new work orders, such as Type, Priority, Status, and Manager.

• Group work orders for project setup and reporting.

Pay Price Method

Enter a code to use to determine whether this type of service should be priced based on a flat rate or based on actual time and materials. Values are:

Blank: Blank is valid only when you are defining the method of pricing for a service provider. It is used to indicate that the service provider is an internal service provider and should not be paid.

F Flat Rate: Charges for labor are based on one flat rate. Charges for parts are already included in the flat rate.

T Time and Materials: Charges for labor are based on actual labor hours. Charges for parts are based on actual parts used.

Payable Adj Schedule

Enter a value from UDC 40/AS (Schedule Name) that identifies a price and adjustment schedule.

A price and adjustment schedule contains one or more adjustment types for which a customer or an item might be eligible. The system applies the adjustments in the sequence that you specify in the schedule. You link customers to a price and adjustment schedule through the customer billing instructions. When you enter a sales order, the system copies the schedule that is attached to the sold-to address into the order header. You can override this schedule at the detail line level.

Payable Y/N

Specify whether a general ledger account should be paid. Values are:

Y: The account should be paid.

N: The account should not be paid.

Payment Amount

Enter the amount of the payment in JD Edwards EnterpriseOne Accounts Payable.

Enter the amount of the receipt in JD Edwards EnterpriseOne Accounts Receivable. This amount must balance to the total amount that is applied to the invoice pay items.

Percent Complete

Enter a measurement that identifies the progress that is being made on an item such as an account, work order, and so on.

This is not always a calculated field and may need to be updated manually.

Percent of Overlap

Enter a number that indicates the percentage that successive operations can overlap.

The actual overlap percentage that you enter for the operation sequence is the percent by which that operation overlaps the prior operation. For example, if you enter 80 percent, the work can begin on the overlapped operation when 20 percent of the prior operation is completed.

Note:

Overlapping has no effect on move and queue calculations.

The percent that you enter must be less than or equal to 100 percent.

Enter percents as whole numbers, for example, 5 percent as 5.00

Percentage Covered

Enter the percentage that is covered under warranty or contract.

This is used to calculate the amount to bill or the amount to cost for the line item that is being processed on the service order or call.

Phase

Enter a value from UDC 00/W1 (Phase/System Codes) that indicates the current stage or phase of development for a work order. You can assign a work order to only one phase code at a time.

Note: Certain forms contain a processing option that enables you to enter a default value for this field. If you enter a default value on a form for which you have set this processing option, the system displays the value in the appropriate fields on any work orders that you create. The system also displays the value on the Project Setup form. You can either accept or override the default value.

Piecework Rate

Enter the rate to be paid for the type of component (piece) that is being produced.

Priority

Enter a value from UDC 00/PR (Work Order Priority) that indicates the relative priority of a work order or engineering change order in relation to other orders.

A processing option for some forms lets you enter a default value for this field. The value then appears automatically in the appropriate fields on any work order that you create on those forms and on the Project Setup form. You can either accept or override the default value.

Reference

Enter an alphanumeric value to use as a cross-reference or secondary reference number.

Typically, this is the customer number, supplier number, or job number.

Requested Finish Date

Enter the date that the work order or engineering change order is planned to be completed.

This date can be calculated based on contract coverage.

Planned Finish Date

Enter the date on which an item is scheduled to arrive or an action is scheduled for completion.

If the customer is entitled, the system calculates the commit date and time, based on the entitlement check process.

Planned Finish Time

Enter the time that the issue is scheduled to be finished.

Planned Start Date

Enter a start date.

The date is supplied by default from the system date or the date that you enter.

Planned Start Time

Enter the time that the issue is scheduled to be started.

Setup Crew

Enter the number of people who work in the specified work center or routing operation.

The system multiplies the Run Labor value in the Routing Master table (F3003) by crew size during costing to generate total labor amounts.

If the Prime Load Code is L or B, the system uses the total labor hours for backscheduling. If the Prime Load Code is C or M, the system uses the total machine hours for backscheduling without modification by crew size.

Skill Type

Enter a value from UDC 00/W8 (Country Code) that indicates the type or category of the work order.

Status Comment

Enter a brief description to explain the status of the work order.

W.O. Flash Message

Enter a value from UDC 00/WM (Work Order Flash Message) that indicates a change in the status of a work order.

The system indicates a changed work order with an asterisk in the appropriate report or inquiry form field. The system highlights the flash message in the Description field of the work order.