Contents
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 Foundation - Address Book
- JD Edwards EnterpriseOne General Ledger
- JD Edwards EnterpriseOne Job Cost
- JD Edwards EnterpriseOne Accounts Payable
- JD Edwards EnterpriseOne Payroll
- JD Edwards EnterpriseOne Fixed Assets
- JD Edwards EnterpriseOne Foundation - Work Order Processing
- JD Edwards EnterpriseOne Inventory Management
- JD Edwards EnterpriseOne Procurement
- JD Edwards EnterpriseOne Product Data Management
- JD Edwards EnterpriseOne Shop Floor Management
- JD Edwards EnterpriseOne Requirements Planning
- JD Edwards EnterpriseOne Resource Assignments
- JD Edwards EnterpriseOne Customer Relationship Management
- JD Edwards EnterpriseOne Capital Asset Management Implementation
- Business Interface Integration Objects
2 Understanding Capital Asset Management Features
- JD Edwards EnterpriseOne Capital Asset Management Features
- JD Edwards EnterpriseOne Capital Asset Management Tables
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
- Understanding Charges for Equipment Use
- Understanding Equipment Billing System Flow
- Understanding Equipment Billing Tables
- Setting Up the Billing Rate Code Hierarchy
- Setting Up Equipment Rates
- Setting Up Rental Rules
- 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
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
- Setting Up Next Numbers for Work Orders
- Setting Up Work Order History
- Setting Up Default Locations and Printers
9 Setting Up Parts and Labor Planning
- Understanding General Planning Information
- Understanding UDCs for Resource Planning
- Understanding Supply and Demand Inclusion Rules
- Setting Up Manufacturing Constants
- Setting Up UDCs for Parts Planning
- Setting Up Resource Planning
- 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
- The Maintenance Scheduler Persona
- The Maintenance Technician Persona
12 Creating Equipment Master Records
- Understanding Equipment Master Records
- Creating Equipment Master Records Manually
- Understanding Manual Creation of Equipment Master Records
- Forms Used to Create Equipment Master Records Manually
- Creating Equipment Master Records Manually
- Setting Processing Options for the Work with Equipment Master Program (P1701)
- Setting Processing Options for the Equipment Master Revisions Program (P1702) (Release 9.2 Update)
- Creating Equipment Records from Fixed Assets
- Using Equipment Geo Coding (Release 9.2 Update)
13 Working with Equipment Information
- Understanding Equipment Records
- Searching for Equipment Records
- Tracking Equipment Status
- Revising Customer and Site History
- Entering Specification Information
- Creating an Equipment Parts List
- Copying an Equipment Parts List
- Running the Equipment Parts List Batch Update
14 Working with Meter Readings
- Understanding Meter Readings
- Common Elements Used in This Chapter
- Entering Meter Readings
- Entering Speed Meter Readings
- Creating Equipment Templates for Speed Meter Readings
- Working with Meter Estimates
- Reviewing and Revising 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)
- 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
- Setting Up Standard Parts Lists and Work Order Instructions
- Understanding Standard Parts Lists and Work Order Instructions
- Understanding the Freeze Work Center Rates Program
- Prerequisites
- Forms Used to Set Up Standard Parts Lists and Work Order Instructions
- Setting Up a Standard Parts List
- Entering Costing Information for a Work Center
- Updating Frozen Costs for Work Centers
- Setting Processing Options for the Freeze Work Center Rates Program (R30860)
- Setting Processing Options for the Standard Work Order Instructions Program (P3003)
- Setting Up Standard Work Order Instructions
17 Working with Work Orders
- Understanding the Work Order Life Cycle
- Understanding Workflow
- Understanding Work Order Mass Updates for Equipment Work Orders
- Common Elements Used in This Chapter
- Creating Work Orders Using the Planning Workbench Program (P13700)
- Understanding Work Orders
- Understanding the Planning Workbench
- Prerequisites
- Forms Used to Create Work Orders Using the Planning Workbench Program (P13700)
- Entering Work Orders Using the Planning Workbench (P13700)
- Setting Processing Options for the Planning Workbench Program (P13700)
- Setting Processing Options for the CAM - Manage Equipment Work Orders Program (P13714)
- Assigning Parts to a Work Order
- Selecting Parts from Inventory
- Assigning Labor to a Work Order
- Understanding Labor Assignment
- Prerequisites
- Forms Used to Assign Labor to a Work Order
- Copying Labor Details from Standard Instructions
- Assigning Labor Details Manually
- Setting Processing Options for the CAM - Manage Work Order Labor Program (P13732)
- Setting Processing Options for the Work Order Labor Detail Program (P17732)
- 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
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
- 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
- Reviewing Parent Information for Component Parts
- Revising Parts Cross-References
- Working with Labor Plans
- Understanding Labor Plans
- Understanding Labor Plan Generation
- Prerequisite
- Forms Used to Review Labor Messages
- Generating the Labor Plan
- Setting Processing Options for the Capacity Message Summary Program (P3301)
- Reviewing Labor Messages by Dispatch Group
- Setting Processing Options for the Capacity Planning Message Revisions Program (P3311)
- Reviewing Messages by Work Center
- 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
- Understanding Failure Analysis Setup
- Forms Used to Set Up Failure Analysis Information
- Setting Up Failure Analysis Constants
- Setting Processing Options for the Failure Analysis Codes Program (P17761)
- Setting Up Failure Analysis Codes
- Defining Failure Analysis Tree Names
- Setting Up the Failure Analysis Tree Structure
- Setting Up Failure Analysis Sequences
- Setting Up Failures, Analyses, and Resolutions
- Understanding Failures, Analyses, and Resolutions
- Forms Used to Set Up Failures, Analyses, and Resolutions
- Setting Processing Options for the Work With Failure Analysis Program (P17766)
- Setting Up Failures, Analyses, and Resolutions by Code
- Setting up Failures, Analyses, and Resolutions by Tree
- Setting Processing Options for the Failure Analysis Tree Names Program (P17762)
- Attaching Failures, Analyses, and Resolutions to a Tree
- Working with Failure Analysis Transactions
24 Working with Role-Based Workspaces
- Understanding Role-Based Workspaces
- Managing Equipment
- Understanding Managing Equipment
- Searching for Equipment Records
- Setting Processing Options for the Equipment Search Program (P1701E)
- Viewing Equipment Information Detail
- Setting Processing Options for the Equipment Detail Program (P1702E)
- Viewing Equipment Status History
- Setting Processing Options for the Status History Program (P1307E)
- Creating and Updating Equipment Messages
- Setting Processing Options for the Equipment Messages Program (P1205E)
- Viewing Equipment PM Backlog
- Setting Processing Options for the Equipment PM Backlog Program (P12071E)
- Viewing Equipment Specification Data
- Viewing and Updating Meter Readings
- Setting Processing Options for the Meter Readings Program (P12120E)
- Managing Work Orders
- Understanding Managing Work Orders
- Mobile Applications for Managing Work Orders
- Viewing Work Orders
- Setting Processing Options for the Work Order Search Program (P48201E)
- Viewing Work Order Detail Information
- Setting Processing Options for the Work Order Detail Program (P17714E)
- Printing Work Orders
- Viewing Resource Assignments
- Setting Processing Options for the Resource Assignments Program (P48331E)
- Viewing Related Purchase Orders
- Setting Processing Options for the Related Purchase Orders Program (P134310E)
- Managing Cases
25 Billing for Equipment
- Understanding Equipment Time Billing
- Understanding Equipment Location Billing
- Entering Charges Using Equipment Time Entry
- Mobile Enterprise Applications for Field Progress Entry
- Understanding Equipment Time Entry Charges
- Forms Used to Enter Time Billing Information
- Setting Processing Options for the Equipment Time Entry Program (P12110)
- Entering Time Billing Information for Equipment
- Using a Model Time Entry
- Posting Time Entries to the General Ledger
- Posting General Ledger Entries to Equipment
- Processing Location Billings
- Understanding the Location Billing Process
- Forms Used to Process Location Billings
- Setting Processing Options for the Location Billings Program (R1304)
- Creating Location Billings
- Reviewing a Location Billing
- Approving a Location Billing Batch
- Setting Processing Options for the Batch Type Program (P0011)
- Posting Location Billings
- Revising 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
- Running Conversion Programs
- 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
- R12400 - Print Supplemental Data by Asset
- Processing Options for the Supplemental Data Report by Asset Report (R12400)
- R12440 - Print Supplemental Data by Type
- Processing Options for the Supplemental Data by Data Type Report (R12440)
- R12460 - Print Location Information
- Processing Options for the Print Location Information Report (R12460)
- JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Cost Reports
- R12310 - Time Entry Journal Report
- Processing Options for the Time Entry Journal Report (R12310)
- R12424 - Equipment Cost Analysis
- Processing Options for the Equipment Cost Analysis Report (R12424)
- R12426 - Equipment Billing Rates
- Processing Options for the Equipment Billing Rates Report (R12426)
- R13400 - Equipment Variance
- Processing Options for the Equipment Variance Report (R13400)
- JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Work Order Reports
- R13410 - Equipment Parts List
- Processing Options for the Equipment Parts List Report (R13410)
- R13415 - Work Order Parts List
- Processing Options for the Work Order Parts List Report (R13415)
- R13418 - Budget to Actual Report
- Processing Options for the Budget to Actual Report (R13418)
- R13420 - Equipment History
- Processing Options for the Equipment History Report (R13420)
- R13430 - Work Order Completion Report
- R13440 - Labor Utilization Report
- Processing Options for the Print Labor Utilization Report (R13440)
- R13450 - Parts Forecast Report
- Processing Options for the Print Parts Forecast Report (R13450)
- 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
- R12407 - Maintenance Schedule
- Processing Options for the Print Maintenance Schedule Report (R12407)
- R12450 - Equipment Message Log
- Processing Options for the Print Equipment Message Log Report (R12450)
- R13419 - Frequency of Occurrences Report
- Processing Options for the Print Frequency of Occurrence Report (R13419)
28 Appendix B - Delivered Workflow for JD Edwards EnterpriseOne Capital Asset Management
29 Appendix C - Delivered User Defined Objects for Capital Asset Management (Release 9.2 Update)
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