Capital Asset Management Implementation Guide

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Title and Copyright Information
Preface
1 Introduction to JD Edwards EnterpriseOne Capital Asset Management
- JD Edwards EnterpriseOne Capital Asset Management Overview
- JD Edwards EnterpriseOne Capital Asset Management Business Processes
- JD Edwards EnterpriseOne Capital Asset Management Integrations
- JD Edwards EnterpriseOne Capital Asset Management Implementation
  - Global Implementation Steps
  - Capital Asset Management Implementation Steps
- Business Interface Integration Objects
2 Understanding Capital Asset Management Features
- JD Edwards EnterpriseOne Capital Asset Management Features
- JD Edwards EnterpriseOne Capital Asset Management Tables
  - Primary Tables and Descriptions
  - Secondary Tables and Descriptions
3 Setting Up Capital Asset Management
- Understanding System Setup
- Understanding UDCs for CAM
- Setting Up Constants
- Setting Up Next Numbers for Equipment
- Setting Up Product Family and Model Combinations
- Setting Up Customer and Service Provider Records
4 Setting Up Equipment
- Understanding Equipment Setup
- Understanding Fixed Asset Range of Accounts
- Understanding Journal Entries for Equipment Costs
- Setting Up Specification Data for Equipment
- Setting Up Supplemental Data for Equipment
5 Setting Up Equipment Billing
- Understanding Equipment Billing
- Understanding System Integration
- Understanding Equipment Billing Setup
- Understanding System Features
  - Equipment Information and Search
  - Equipment Location Tracking
- Understanding Charges for Equipment Use
- Understanding Equipment Billing System Flow
- Understanding Equipment Billing Tables
  - Secondary Tables and Descriptions
- Setting Up the Billing Rate Code Hierarchy
- Setting Up Equipment Rates
  - Form Used to Set Up Equipment Rates
  - Setting Up Equipment Rates
- Setting Up Rental Rules
  - Form Used to Set Up Rental Rules
  - Setting Up Rental Rules
- Setting Up Billable Days
  - Forms Used to Set Up Billable Days
  - Setting Up Billable Days
- Setting Up Equipment Distribution Rules
6 Setting Up Inventory
- Understanding Inventory
- Setting Up Inventory in the Item Master
- Setting Up Inventory Management and Procurement for CAM Users
7 Setting Up Preventive Maintenance
- Understanding AAIs for PMs
- Setting Up PM Rules for Schedules
8 Setting Up Work Orders
- Understanding Work Orders
- Understanding Work Order AAIs
- Understanding Record Types
- Understanding Supply and Demand Inclusion Rules
- Setting Up Constants for Work Orders
  - Form Used to Set Up Constants for Work Orders
  - Setting Up Work Order Constants
- Setting Up Next Numbers for Work Orders
  - Form Used to Set Up Next Numbers for Work Orders
  - Setting Up Work Order Next Numbers
- Setting Up Work Order History
- Setting Up Default Locations and Printers
9 Setting Up Parts and Labor Planning
- Understanding General Planning Information
  - Work Day Calendar Setup
- Understanding UDCs for Resource Planning
  - CRP Display (33/MM)
  - Message Types (33/MT)
- Understanding Supply and Demand Inclusion Rules
- Setting Up Manufacturing Constants
  - Forms Used to Set Up the Manufacturing Constants
  - Setting Up Manufacturing Constants
    - Commitment Control
- Setting Up UDCs for Parts Planning
- Setting Up Resource Planning
  - Understanding Resource Planning
  - Understanding Resource Units
- Setting Up Work Centers and Work Center Rates
- Calculating Available Resource Units
10 Understanding the Equipment Master
- Understanding Equipment Master Information
- Understanding the Types of Equipment Identification Information
11 Using Natural Resources Personas (Release 9.2 Update)
- Understanding Natural Resources Personas
  - Prerequisites
- The Maintenance Scheduler Persona
- The Maintenance Technician Persona
  - Active Content EnterpriseOne Page for the Maintenance Technician Persona
  - CafeOne Layouts for the Maintenance Technician Persona
12 Creating Equipment Master Records
- Understanding Equipment Master Records
  - Mobile Applications for Equipment Master
  - Common Elements Used in This Chapter
- Creating Equipment Master Records Manually
- Creating Equipment Records from Fixed Assets
- Using Equipment Geo Coding (Release 9.2 Update)
13 Working with Equipment Information
- Understanding Equipment Records
  - Mobile Applications for Managing Equipment
- Searching for Equipment Records
  - Form Used to Search for Equipment Records
- Tracking Equipment Status
- Revising Customer and Site History
  - Understanding Customer and Site History
  - Form Used to Revise Customer and Site History
- Entering Specification Information
- Creating an Equipment Parts List
- Copying an Equipment Parts List
  - Understanding the Copy Equipment Parts List Feature
  - Forms Used to Copy an Equipment Parts List
- Running the Equipment Parts List Batch Update
  - Understanding the Equipment Parts List Batch Update Program
  - Setting Processing Options for the Equipment Parts List Batch Update Program (R13808)
    - Process
    - Defaults
14 Working with Meter Readings
- Understanding Meter Readings
  - Mobile Applications for Speed Meter Reading
- Common Elements Used in This Chapter
- Entering Meter Readings
- Entering Speed Meter Readings
- Creating Equipment Templates for Speed Meter Readings
  - Understanding Equipment Templates for Speed Meter Readings
  - Forms Used to Create Equipment Templates for Speed Meter Readings
- Working with Meter Estimates
- Reviewing and Revising Meter Readings
  - Understanding Reviewing Meter Readings
  - Forms Used to Review and Revise Meter Readings
15 Working with Preventive Maintenance Schedules
- Understanding PM Schedules
- Understanding PM Cycle Events
- Understanding PM Process Flow
- Common Elements Used in This Chapter
- Creating a PM Schedule
- Copying a PM Schedule (Release 9.2 Update)
  - Forms Used to Copy a PM Schedule
  - Copying a PM Schedule from an Equipment
- Linking Service Types
- Creating a Maintenance Route
- Working with Model PM Schedules
- Updating PM Schedule Status Information
- Changing the Status of PMs to Complete
16 Creating Model Work Orders
- Understanding Model Work Orders
- Prerequisites
- Creating Model Work Orders
  - Forms Used to Create Model Work Orders
  - Creating a Model Work Order
- Setting Up Standard Parts Lists and Work Order Instructions
17 Working with Work Orders
- Understanding the Work Order Life Cycle
- Understanding Workflow
  - Example: Work Order Approval Process
  - Mobile Applications for Managing Work Orders
- Understanding Work Order Mass Updates for Equipment Work Orders
- Common Elements Used in This Chapter
- Creating Work Orders Using the Planning Workbench Program (P13700)
- Assigning Parts to a Work Order
- Selecting Parts from Inventory
- Assigning Labor to a Work Order
- Creating Work Orders Using the Work Order Entry Programs (P48201 and P17714)
- Creating Work Orders for Unscheduled Maintenance
18 Processing Work Orders
- Understanding Work Order Processing
- Prerequisite
- Locating Work Orders
- Revising Work Orders
- Updating the Life Cycle Information of a Work Order
- Reviewing the Status History of a Work Order
- Swapping Components
- Reviewing Work Order Parts Lists
- Purchasing Parts for a Work Order
- Working with Work Orders on the Web
- Working with Work Orders on an iPad
19 Reviewing Cost Information
- Understanding Costs
- Reviewing Shop Costs by Cost Account
- Reviewing Work Order Costs
  - Understanding Work Order Costs
20 Adding Costs to Work Orders
- Understanding Adding Costs to Work Orders
- Issuing Parts Included on the Work Order Parts List
- Issuing Miscellaneous Parts to a Work Order
- Reviewing Inventory Issues
  - Understanding Reviewing Inventory Issues
  - Forms Used to Review Inventory Issues
- Posting Inventory Issues to the General Ledger
21 Working with Time Entry
- Understanding Time Entry
- Prerequisites
- Entering Employee Time Information
- Processing Journal Entries
22 Working with Maintenance Forecasts
- Understanding Maintenance Planning
- Updating PM Projections
- Revising PM Information
- Generating a Parts Plan
- Working with Parts Detail Messages
- Reviewing Parts Supply and Demand
  - Forms Used to Review Parts Supply and Demand
- Reviewing Parent Information for Component Parts
- Revising Parts Cross-References
- Working with Labor Plans
- Reviewing Capacity Load
- Revising Labor Resources
- Revising Resource Units for a Work Center
23 Working with Failure Analysis
- Understanding Failure Analysis
- Setting Up Failure Analysis
- Setting Up Failures, Analyses, and Resolutions
- Working with Failure Analysis Transactions
24 Working with Role-Based Workspaces
- Understanding Role-Based Workspaces
  - Mobile Applications for Meter Readings for Equipment
- Managing Equipment
- Managing Work Orders
- Managing Cases
25 Billing for Equipment
- Understanding Equipment Time Billing
  - Prerequisite
- Understanding Equipment Location Billing
  - Prerequisites
- Entering Charges Using Equipment Time Entry
- Processing Location Billings
26 Running the Capital Asset Management Global Updates
- Understanding CAM Global Updates
- Updating Equipment Numbers
- Updating Asset Information
- Updating Meter Schedules Flag
- Updating Work Order Information
- Updating Preventive Maintenance Schedule Information
- Adding Extension Records
  - Adding Equipment Master Extension Records
  - Adding Work Order Extension Records
- Running Conversion Programs
  - Running the Update PDFG in F1207 for 8.10 Program (R891207B)
  - Running the Update PDFG in F12071 for 8.10 Program (R8912071B)
- Purging Closed Work Orders
27 Appendix A - Capital Asset Management Reports
- JD Edwards EnterpriseOne Capital Asset Management Reports
- JD Edwards EnterpriseOne Capital Asset Management Reports: A to Z
- JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Equipment Reports
- JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Cost Reports
- JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Work Order Reports
- JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Maintenance Planning Reports
- JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Labor Planning Reports
- JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Preventive Maintenance Reports
28 Appendix B - Delivered Workflow for JD Edwards EnterpriseOne Capital Asset Management
- Delivered Workflows for JD Edwards EnterpriseOne Capital Asset Management
29 Appendix C - Delivered User Defined Objects for Capital Asset Management (Release 9.2 Update)
- Capital Asset Management Notifications
30 Glossary
- Account Number
- Batch Number
- Branch
- Branch/Plant
- Business Unit
- Company
- Cost Type
- Customer Number
- Daylight Savings Rule
- Equipment Number
- Equipment Status
- Failure Description
- Flat Rate
- Geographic Region
- Inventory Item Number
- Ln Ty (line type)
- Location
- Planner Number
- Planning Code
- Product Family
- Product Model
- Receivables Y/N
- Site Number
- Status
- Stocking Type
- Subledger
- Subledger Inactive Code
- Subledger Type
- Subsidiary
- Sub Type
- Supervisor
- Supplier Number
- Time and Materials
- Time Zone
- Type Bill of Material
- Type of Routing
- User ID
- Work Center