Contents

• 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 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
  • 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
  • Equipment Information and Search
  • Equipment Location Tracking
  • Reporting
  • JD Edwards EnterpriseOne Case Management
  • JD Edwards EnterpriseOne Condition-Based Maintenance
  • JD Edwards EnterpriseOne Equipment Cost Analysis
  • JD Edwards EnterpriseOne Resource Assignments
• JD Edwards EnterpriseOne Capital Asset Management Tables
  • Primary Tables and Descriptions
  • Secondary Tables and Descriptions

3 Setting Up Capital Asset Management

• Understanding System Setup
  • Equipment Information
  • Supplemental Data
  • PM Information
  • Work Order Information
  • Maintenance Planning Information
• Understanding UDCs for CAM
  • CAM UDCs
    • Preventive Maintenance Status Codes (12/MS)
    • Preventive Maintenance Category Codes 01 (13/P1, 13/P2)
    • Equipment Message Type (12/EM)
    • Preventive Maintenance Service Type Codes (12/ST)
  • Work Order UDCs
    • Work Order Document Types (00/DT)
    • Summary Document Types (48/DC)
    • Inventory Document Type (48/ID)
    • Bill Type (40/TB)
    • Routing Type (40/TR)
  • Failure Analysis UDCs
  • Meter Reading Interoperability UDCs
• Setting Up Constants
  • Understanding Constants
  • Forms Used to Set Up Constants
  • Setting Up Service and Warranty Constants
    • General
    • Case
    • Work Orders
    • Contracts
    • Equipment Master
    • Warranty Claims
    • Supplier Recovery Claims
• Setting Up Next Numbers for Equipment
  • Understanding Next Numbers for Equipment
  • Form Used to Set Up Next Numbers for Equipment
  • Setting Up Equipment Next Numbers
• Setting Up Product Family and Model Combinations
  • Understanding Product Family and Model Combinations
  • Form Used to Set Up Product Family and Model Combinations
  • Adding Product Family and Model Combinations
• Setting Up Customer and Service Provider Records
  • Understanding Customer and Service Provider Records
  • Forms Used to Set Up Customer and Service Provider Records
  • Setting Up Customer Records
  • Adding SWM Information to Customer Records
  • Setting Up Service Provider Records
  • Adding SWM Information to Service Provider Records
    • Default Account Number
    • Adjustment Schedules

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
  • Understanding Specification Data
  • Prerequisites
  • Form Used to Set Up Specification Data for Equipment
  • Setting Up Specification Data
• Setting Up Supplemental Data for Equipment
  • Understanding Supplemental Data
    • Cross-References for Supplemental Data
  • Prerequisite
  • Form Used to Set Up Supplemental Data for Equipment
  • Setting Up Cross-References for Supplemental Data

5 Setting Up Equipment Billing

• Understanding Equipment Billing
• Understanding System Integration
  • JD Edwards EnterpriseOne Foundation - Address Book
  • JD Edwards EnterpriseOne General Ledger
  • JD Edwards EnterpriseOne Accounts Payable
  • JD Edwards EnterpriseOne Job Cost
  • JD Edwards EnterpriseOne Fixed Assets
• Understanding Equipment Billing Setup
  • Equipment Constants
  • User-Defined Codes
  • Automatic Accounting Instructions
  • Next Numbers
  • Depreciation Account Rules
  • Category Code Mapping
  • Supplemental Data
  • Equipment Billing Information
  • Understanding AAIs for Equipment/Plant Maintenance and Equipment Billing
    • Equipment AAIs
    • FTD Range
    • FTC Range
    • FTC1 - FTC0 Ranges
    • FTxx Ranges
    • FMJE Range
    • FA Range
  • Understanding UDCs for Equipment
    • Equipment Billing Rate (00/RC)
    • Equipment Rate Tables (13/TB)
• Understanding System Features
  • Equipment Information and Search
    • Parent/Component Relationships
    • Equipment Numbers
    • Supplemental Data
    • Location
    • Category Codes
    • Other UDCs
    • Licenses and Certifications
    • Online Message Logs
  • Equipment Location Tracking
• Understanding Charges for Equipment Use
  • Time Billing
  • Detailed Equipment Cost Accounting
  • Reporting
• Understanding Equipment Billing System Flow
• Understanding Equipment Billing Tables
  • Secondary Tables and Descriptions
• Setting Up the Billing Rate Code Hierarchy
  • Understanding the Billing Rate Code Hierarchy
  • Prerequisites
  • Form Used to Set Up the Billing Rate Code Hierarchy
  • 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
    • Table Information
    • Defaults
    • Billing Limits
• Setting Up Billable Days
  • Forms Used to Set Up Billable Days
  • Setting Up Billable Days
• Setting Up Equipment Distribution Rules
  • Equipment Information
  • Search Sequence Information
  • Form Used to Set Up Equipment Distribution Rules
  • Setting Up Equipment Distribution Rules

6 Setting Up Inventory

• Understanding Inventory
  • Stocking Types
  • On-Hand Quantity Versus Available Quantity
  • Commitments
  • Supply and Demand Quantities
• Setting Up Inventory in the Item Master
  • Forms Used to Set Up Inventory in the Item Master
  • Entering Item Master Records
  • Entering Item/Branch Plant Information
  • Entering Additional System Information
  • Assigning Parts to a Master Planning Family
• Setting Up Inventory Management and Procurement for CAM Users
  • Understanding Line Types
  • Understanding Stocking Type Codes
  • Forms Used to Set Up Inventory Management and Procurement for CAM Users
  • Setting Up Line Types
  • Setting Up Branch/Plant Constants

7 Setting Up Preventive Maintenance

• Understanding AAIs for PMs
  • Preventive Maintenance AAIs
  • FMA, FMB, FMF, FMG, FMH, and AT00 AAIs
  • FMC, FMD, FME, FMI, FMJ, and FMK AAIs
• Setting Up PM Rules for Schedules
  • Understanding PM Schedules
    • Standard Procedures
    • Maintenance Rules
  • Understanding Maintenance Rules
    • How the System Applies Maintenance Rules
    • How the System Calculates Projected Start Dates
  • Prerequisites
  • Form Used to Set Up Preventive Maintenance Schedule Information
  • Setting Up Maintenance Rules

8 Setting Up Work Orders

• Understanding Work Orders
  • Work Order Activity Rules
  • Work Order Approvals
  • Standard Parts Lists and Work Order Instructions
  • Mobile Applications for Creating Service 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
  • Understanding Work Order History
  • Form Used to Set Up Work Order History
  • Setting Processing Options for the Work With Work Order History Program (P17715)
    • Process
• Setting Up Default Locations and Printers
  • Understanding Default Locations and Printers
  • Forms Used to Set Up Default Locations and Printers
  • Setting Up Default Locations
  • Setting Up Default Print Queues

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
  • Understanding Setting Up UDCs for Parts Planning
    • Quantity Types Codes
    • MRP Calculation Display Codes
    • MRP Action Message Codes
  • Forms Used to Set Up Parts Planning Codes
  • Setting Up Quantity Types
  • Setting Up the MRP Calculation Display Codes
• Setting Up Resource Planning
  • Understanding Resource Planning
  • Understanding Resource Units
• Setting Up Work Centers and Work Center Rates
  • Understanding Work Centers and Work Center Rates
  • Prerequisite
  • Forms Used to Set Up Work Centers and Work Center Rates
  • Setting Up Work Centers
  • Setting Up Work Center Rates
• Calculating Available Resource Units
  • Understanding the Work Center Resource Units Generation Program
  • Running the Work Center Resource Units Generation Program
  • Setting Processing Options for the Work Center Resource Units Generation Program (R3007G)
    • Defaults
    • Process

10 Understanding the Equipment Master

• Understanding Equipment Master Information
• Understanding the Types of Equipment Identification Information
  • Equipment Master
  • Supplemental Information
  • Specification Data
  • Message Logs

11 Using Natural Resources Personas (Release 9.2 Update)

• Understanding Natural Resources Personas
  • Prerequisites
• The Maintenance Scheduler Persona
  • Active Content EnterpriseOne Page for the Maintenance Scheduler Persona
  • CafeOne Layout for the Maintenance Scheduler Persona
  • Queries for the Maintenance Scheduler Persona
  • One View Watchlists for 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
  • Understanding Manual Creation of Equipment Master Records
  • Forms Used to Create Equipment Master Records Manually
  • Creating Equipment Master Records Manually
    • Customer/Equipment
    • Service
  • Setting Processing Options for the Work with Equipment Master Program (P1701)
    • Categories
    • Defaults
    • Process
    • Versions
  • Setting Processing Options for the Equipment Master Revisions Program (P1702) (Release 9.2 Update)
    • Edits
    • Defaults
    • Process
    • Export
    • Versions
    • Data Selection
• Creating Equipment Records from Fixed Assets
  • Forms Used to Create Equipment Records from Fixed Assets
  • Locating the Records
  • Setting Processing Options for the Create Equipment Master Extension Tables Program (P17021)
    • Defaults
    • Edits
    • Versions
• Using Equipment Geo Coding (Release 9.2 Update)
  • Understanding Equipment Geo Coding
  • Running the Update Equipment Geo Code Program (R17220W)
  • Setting Processing Options for the Update Equipment Geo Code Program (R17220W)
    • Details

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
  • Understanding Equipment Status
  • Forms Used to Track Equipment Status
  • Reviewing Equipment Status
  • Setting Processing Options for the Status History Program (P1307)
    • Process
    • Defaults
    • Versions
• Revising Customer and Site History
  • Understanding Customer and Site History
  • Form Used to Revise Customer and Site History
• Entering Specification Information
  • Understanding Specification Data
    • Equipment Nameplate
    • Specifications Sheets
  • Prerequisite
  • Forms Used to Enter Specification Information
• Creating an Equipment Parts List
  • Understanding the Equipment Parts List
  • Forms Used to Create an Equipment Parts List
  • Considerations
  • Creating an Equipment Parts List
  • Setting Processing Options for the Equipment Parts List Program (P13017)
    • Defaults
    • Process
    • Versions
• 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
  • Understanding Meter Readings Entry
  • Prerequisite
  • Forms Used to Enter Meter Readings
  • Setting Processing Options for the Meter Readings Program (P12120)
    • Defaults
    • Categories
    • Process
    • Versions
    • Edits
  • Entering Meter Readings for a Piece of Equipment
• Entering Speed Meter Readings
  • Understanding Speed Meter Readings
  • Form Used to Enter Speed Meter Readings
  • Setting Processing Options for the Speed Meter Readings Program (P12120U)
    • Defaults
    • Process
    • Versions
    • Edits
  • 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
  • Understanding Meter Estimates
  • Form Used to Work with Meter Estimates
  • Setting Processing Options for the Meter Reading Estimates Program (P1306)
    • Versions
    • Defaults
  • Setting Up Meter Estimates
  • Updating Meter Readings Based on Estimates
  • Setting Processing Options for the Update Meter Estimates Program (R13806)
    • Process
    • Print
    • G/L Date
• 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
  • Service Type
  • PM
  • Preventive Maintenance Schedule
  • PM Status
  • Primary Procedures
  • PM Schedule Creation for Each Piece of Equipment
  • PM Scheduling
  • PM Completion
• Understanding PM Cycle Events
• Understanding PM Process Flow
• Common Elements Used in This Chapter
• Creating a PM Schedule
  • Understanding PM Schedule Creation
  • Prerequisites
  • Forms Used to Create a PM Schedule
  • 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
  • Understanding Linking Service Types
  • Forms Used to Link Service Types
  • Linking Service Types
• Creating a Maintenance Route
  • Understanding Maintenance Routes
  • Prerequisites
  • Forms Used to Create a Maintenance Route
• Working with Model PM Schedules
  • Understanding Model PM Schedules
  • Forms Used to Work with Model PM Schedules
  • Setting Processing Options for the Equipment PM Schedule Program (P1207)
    • Default
    • Versions
• Updating PM Schedule Status Information
  • Understanding Updating PM Schedule Status Information
  • Prerequisite
  • Setting Processing Options for the Update PM Schedule Status Program (R12807)
    • Defaults
    • Print
    • Edit
    • Versions
• Changing the Status of PMs to Complete
  • Understanding Changing the Status of PMs to Complete
  • Form Used to Change the Status of PMs to Complete
  • Changing the Status of PMs to Complete
    • General
    • PM Schedule
  • Setting Processing Options for the Preventive Maintenance Backlog Program (P12071)
    • Defaults
    • Categories
    • Display
    • Process
    • Versions

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
  • Understanding Standard Parts Lists and Work Order Instructions
    • A
    • B
    • C
    • Standard 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)
    • Processing
    • Print
  • Setting Processing Options for the Standard Work Order Instructions Program (P3003)
    • Display
    • Defaults
    • Process
    • Interop
    • Versions
  • Setting Up Standard 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
  • Accessing the Work Order Mass Update Programs
  • Setting Up Your Environment to Use the Work Order Mass Update Process for Equipment Work Orders
  • Equipment-Specific Work Order Mass Update Functions
• 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)
    • Defaults
    • Categories
    • Versions
    • Process
  • Setting Processing Options for the CAM - Manage Equipment Work Orders Program (P13714)
    • Defaults
    • Edits
    • Process
    • Equipment Master
    • Versions
    • Category Codes
• Assigning Parts to a Work Order
  • Understanding Parts Assignment
  • Prerequisites
  • Forms Used to Assign Parts to a Work Order
  • Assigning Parts from a Standard Parts List
  • Setting Processing Options for the CAM - Manage Work Order Parts Program (P13730)
    • Display
    • Process
    • Warehousing
    • Versions
    • EM Edits
    • EM Versions
    • Export
  • Setting Processing Options for the Work Order Parts Detail Program (P17730)
    • Display
    • Process
    • Versions
• Selecting Parts from Inventory
  • Understanding Parts Selection from Inventory
  • Prerequisite
  • Forms Used to Select Parts from Inventory
  • Selecting Parts from Inventory
    • Delivery
  • Revising the Location for a Part
  • Selecting a Substitute Part
• 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)
    • Process
    • Display
    • Defaults
    • Export
    • Versions
  • Setting Processing Options for the Work Order Labor Detail Program (P17732)
    • Process
    • Display
    • Versions
• Creating Work Orders Using the Work Order Entry Programs (P48201 and P17714)
  • Understanding Work Orders
  • Prerequisites
  • Forms Used to Create Work Orders Using the Work Order Entry Programs
  • Entering Work Orders Using the Work Order Entry Programs
  • Setting Processing Options for the Work Order Revisions Program (P17714)
    • Defaults
    • Process
    • Self Service
    • Versions
• Creating Work Orders for Unscheduled Maintenance
  • Understanding Unscheduled Maintenance
  • Prerequisites
  • Forms Used to Create Work Orders for Unscheduled Maintenance
  • Creating a Work Order for Unscheduled Maintenance

18 Processing Work Orders

• Understanding Work Order Processing
• Prerequisite
• Locating Work Orders
  • Understanding Work Order Searches
    • Searches Using Work Order Entry
    • Searches Using Equipment Backlog
  • Forms Used to Locate Work Orders
  • Setting Processing Options for the Work With Equipment Work Orders Program (P13220)
    • Defaults
    • Categories
    • Versions
• Revising Work Orders
  • Understanding Work Order Revisions
  • Forms Used to Revise Work Orders
  • Revising Detail Information for a Work Order
• Updating the Life Cycle Information of a Work Order
  • Understanding Life Cycle Information
  • Forms Used to Update the Life Cycle Information of a Work Order
  • Changing the Status of a Work Order
• Reviewing the Status History of a Work Order
  • Understanding Work Order Status History
  • Form Used to Review the Status History of a Work Order
  • Setting Processing Options for the Status History Program (P1307)
    • Process
    • Defaults
    • Versions
• Swapping Components
  • Understanding the Component Changeout Program (P17STAT)
  • Forms Used to Swap a Component
  • Swapping a Component
    • Replaced Component
• Reviewing Work Order Parts Lists
  • Understanding Reviewing Work Order Parts Lists
  • Forms Used to Review Work Order Parts Lists
  • Reviewing a Work Order Parts List
  • Setting Processing Options for the Work Order Parts List Inquiry Program (P3121)
    • Versions
• Purchasing Parts for a Work Order
  • Understanding Purchase Orders from Parts Lists
    • Purchasing Parts on a Recurring Basis
  • Prerequisite
  • Forms Used To Purchase Parts for a Work Order
  • Purchasing a Part for a Work Order
• Working with Work Orders on the Web
  • Understanding Work Orders on the Web
  • Prerequisites
  • Form Used to Work with Work Orders on the Web
  • Entering Work Orders on the Web
• Working with Work Orders on an iPad
  • Understanding Field Service Work Orders
    • Updating the Status of a Work Order
  • Mobile Applications for Managing Work Orders
  • Forms Used to Work With Work Orders on an iPad
    • Updating Work Orders
  • Setting Processing Options for Field Service Work Orders

19 Reviewing Cost Information

• Understanding Costs
  • Maintenance Expense Accounts
  • Operating Expense Accounts
  • Equipment Revenue Accounts
  • Statistical Accounts
• Reviewing Shop Costs by Cost Account
  • Understanding Cost Accounts
  • Forms Used to Review Shop Costs by Cost Account
  • Setting Processing Options for the Trial Balance/Ledger Comparison Program (P09210A)
    • Default
    • Display
    • Currency
    • Select
• Reviewing Work Order Costs
  • Understanding Work Order Costs
    • Work Order Transactions
    • Work Order Costs from Equipment Backlog
    • Work Order Costs by Category Code
    • Work Order Costs by Parent Work Order
    • Estimated and Actual Work Order Amounts

20 Adding Costs to Work Orders

• Understanding Adding Costs to Work Orders
  • Issue Parts Included on Parts Lists
  • Issue Miscellaneous Parts to a Work Order
  • Prerequisites
• Issuing Parts Included on the Work Order Parts List
  • Understanding Issuing Parts Included on the Work Order Parts List
  • Prerequisite
  • Forms Used to Issue Parts
  • Issuing Parts
• Issuing Miscellaneous Parts to a Work Order
  • Understanding Issuing Miscellaneous Parts to a Work Order
  • Prerequisites
  • Forms Used to Issue Miscellaneous Parts to a Work Order
  • Setting Processing Options for the Inventory Issues Program (P4112)
    • Defaults
    • Versions
    • Process
    • Interop
    • Agreement
• 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
  • Forms Used to Enter Employee Time
  • Entering Employee Time
  • Setting Up the Time Entry MBF Processing Options Program (P050002A)
    • Considerations
• Processing Journal Entries

22 Working with Maintenance Forecasts

• Understanding Maintenance Planning
• Updating PM Projections
  • Understanding the Update PM Projections Program
  • Prerequisite
  • Setting Processing Options for the Update PM Projections Program (R13411)
    • Defaults
  • Running the Update PM Projections Program (R13411)
• Revising PM Information
  • Understanding PM Information
  • Forms Used to Revise PM Projections
  • Revising PM Projections
• Generating a Parts Plan
  • Understanding Parts Plans
  • Prerequisite
  • Form Used to Review a Parts Plan
  • Generating a Parts Plan
  • Setting Processing Options for the Message Summary Program (P3401)
    • Versions 1
    • Versions 2
    • Defaults
    • Taxes
  • Reviewing Parts by Planning Family
• Working with Parts Detail Messages
  • Understanding Parts Detail Messages
  • Forms Used to Revise Parts Detail Messages
  • Setting Processing Options for the MRP/MPS Detail Message Revisions Program (P3411)
    • PO Info
    • WO Info
    • OT Info
    • Blanket Info
    • Versions
    • Display
• Reviewing Parts Supply and Demand
  • Forms Used to Review Parts Supply and Demand
• Reviewing Parent Information for Component Parts
  • Understanding Parent Information for Component Parts
  • Forms Used to Review Parent Information for Component Parts
  • Setting Processing Options for the Bill of Material Where Used Program (P30201)
    • Defaults
    • Versions
• Revising Parts Cross-References
  • Understanding Parts Cross-References
  • Forms Used to Revise Cross-References for Parts
  • Setting Processing Options for the Item Cross Reference Program (P4104)
    • Processing
• 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)
    • Defaults
    • Versions
  • Reviewing Labor Messages by Dispatch Group
  • Setting Processing Options for the Capacity Planning Message Revisions Program (P3311)
    • Defaults
  • Reviewing Messages by Work Center
• Reviewing Capacity Load
  • Understanding Capacity Load
  • Forms Used to Review Capacity Load
  • Setting Processing Options for the Capacity Load Program (P3313)
    • Defaults
    • Versions
  • Reviewing Capacity Load by Work Center
  • Setting Processing Options for the Period Summary Program (P3312)
    • Defaults
    • Versions
  • Reviewing Capacity Load by Period Summary
• Revising Labor Resources
  • Understanding Labor Resources
  • Forms Used to Revise Work Order Dates
  • Setting Processing Options for the Operation Dispatch Inquiry Program (P31220)
    • Defaults
    • Versions
    • Process
• 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)
    • Defaults
  • 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)
    • Defaults
    • Process
    • Versions
  • 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)
    • Defaults
    • Versions
  • Attaching Failures, Analyses, and Resolutions to a Tree
• Working with Failure Analysis Transactions
  • Forms Used to Work with Failure Analysis Transactions
  • Attaching Failure Information to a Work Order or a Case
  • Attaching Analyses and Resolutions to a Failure

24 Working with Role-Based Workspaces

• Understanding Role-Based Workspaces
  • Mobile Applications for Meter Readings for Equipment
• Managing Equipment
  • Understanding Managing Equipment
  • Searching for Equipment Records
  • Setting Processing Options for the Equipment Search Program (P1701E)
    • Defaults
    • Display
    • Versions
  • Viewing Equipment Information Detail
  • Setting Processing Options for the Equipment Detail Program (P1702E)
    • Process
  • Viewing Equipment Status History
  • Setting Processing Options for the Status History Program (P1307E)
    • Process
  • Creating and Updating Equipment Messages
  • Setting Processing Options for the Equipment Messages Program (P1205E)
    • Defaults
  • Viewing Equipment PM Backlog
  • Setting Processing Options for the Equipment PM Backlog Program (P12071E)
    • Defaults
  • Viewing Equipment Specification Data
  • Viewing and Updating Meter Readings
  • Setting Processing Options for the Meter Readings Program (P12120E)
    • Defaults
    • Process
    • Versions
    • Edits
• 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)
    • Defaults
    • Display
    • Categories
    • Versions
  • Viewing Work Order Detail Information
  • Setting Processing Options for the Work Order Detail Program (P17714E)
    • Defaults
    • Edits
    • Process
    • Versions
    • Categories
  • Printing Work Orders
  • Viewing Resource Assignments
  • Setting Processing Options for the Resource Assignments Program (P48331E)
    • Process
  • Viewing Related Purchase Orders
  • Setting Processing Options for the Related Purchase Orders Program (P134310E)
    • Defaults
    • Display
• Managing Cases
  • Understanding Managing Cases
  • Viewing Cases
  • Mobile Application for Entering Cases
  • Setting Processing Options for the Work with Cases Program (P17500E)
    • Defaults
    • Display
    • Versions
  • Creating and Updating Cases
  • Setting Processing Options for the Case Entry Program (P17501E)
    • Process
    • Versions

25 Billing for Equipment

• Understanding Equipment Time Billing
  • Prerequisite
• Understanding Equipment Location Billing
  • Prerequisites
• 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)
    • Display
    • Edits
    • Versions
  • 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)
    • Date Selection
    • Partial Hour
    • Update Option
  • Creating Location Billings
    • Verifying the Location Billing
    • Running the Proof or Final Version
    • Excluding Non-Billable Location Information
  • Reviewing a Location Billing
  • Approving a Location Billing Batch
  • Setting Processing Options for the Batch Type Program (P0011)
    • Batch Type
  • 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 Work Order Actual Amounts
  • Updating Work Order Status Based on Purchase Order Receipt
  • Setting Processing Options for the Update WO Status Based on PO Receipt Program (R48810)
    • PO Receipt Status
    • WO Status
    • E-Mail Address
  • Updating the Standard Parts List
  • Setting Processing Options for the Standard Parts List Update Program (R13802)
    • Update
• Updating Preventive Maintenance Schedule Information
  • Forms Used to Update and Create PM Schedules
  • Updating PM Schedules Globally
  • Creating PM Schedules for Multiple Pieces of Equipment
• 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
  • Equipment Reports
  • Cost Reports
  • Work Order Reports
  • Maintenance Planning Reports
  • Labor Planning Reports
  • Preventive Maintenance Reports
• 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)
    • Print Option
  • R12440 - Print Supplemental Data by Type
  • Processing Options for the Supplemental Data by Data Type Report (R12440)
    • Print Option
  • R12460 - Print Location Information
  • Processing Options for the Print Location Information Report (R12460)
    • Print
• JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Cost Reports
  • R12310 - Time Entry Journal Report
  • Processing Options for the Time Entry Journal Report (R12310)
    • Print
  • R12424 - Equipment Cost Analysis
  • Processing Options for the Equipment Cost Analysis Report (R12424)
    • Defaults
    • Process
    • Print
  • R12426 - Equipment Billing Rates
  • Processing Options for the Equipment Billing Rates Report (R12426)
    • Print
  • R13400 - Equipment Variance
  • Processing Options for the Equipment Variance Report (R13400)
    • Date Selection
    • Account Range
    • Print
• JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Work Order Reports
  • R13410 - Equipment Parts List
  • Processing Options for the Equipment Parts List Report (R13410)
    • Process
  • R13415 - Work Order Parts List
  • Processing Options for the Work Order Parts List Report (R13415)
    • Edits
    • Display
    • Process
  • R13418 - Budget to Actual Report
  • Processing Options for the Budget to Actual Report (R13418)
    • Date
    • Print
    • Update
  • R13420 - Equipment History
  • Processing Options for the Equipment History Report (R13420)
    • Print
    • Process
    • Select
  • R13430 - Work Order Completion Report
  • R13440 - Labor Utilization Report
  • Processing Options for the Print Labor Utilization Report (R13440)
    • Print
  • R13450 - Parts Forecast Report
  • Processing Options for the Print Parts Forecast Report (R13450)
    • Print
    • Process
• JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Maintenance Planning Reports
  • R13412 - PM Projections Report
  • Processing Options for the Print PM Projections Report (R13412)
    • Process
    • Print
  • R3450 - Master Production Schedule
  • Processing Options for the Print Master Production Schedule Report (R3450)
    • Process
    • Print 1
    • Print 2
• JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Labor Planning Reports
  • R3350 - Capacity Requirements and Messages Report
    • Load Types
  • Processing Options for the Capacity Requirements and Messages Report (R3350)
    • Defaults
  • R3352 - Period Summary Report
  • Processing Options for the Period Summary Report (R3352)
    • Defaults
• JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Preventive Maintenance Reports
  • R12407 - Maintenance Schedule
  • Processing Options for the Print Maintenance Schedule Report (R12407)
    • Print
  • R12450 - Equipment Message Log
  • Processing Options for the Print Equipment Message Log Report (R12450)
    • Print
  • R13419 - Frequency of Occurrences Report
  • Processing Options for the Print Frequency of Occurrence Report (R13419)
    • Date

28 Appendix B - Delivered Workflow for JD Edwards EnterpriseOne Capital Asset Management

• Delivered Workflows for JD Edwards EnterpriseOne Capital Asset Management
  • Work Order Activity Rules
    • Description
    • Workflow Objects
  • WM Document Type
    • Description
    • Workflow Objects
  • WM Type Code 1
    • Description
    • Workflow Objects
  • WM Type Code 6
    • Description
    • Workflow Objects
  • WM Type 1 Approval Type 1
    • Description
    • Workflow Objects
  • WM Type 1 Approval Type 2
    • Description
    • Workflow Objects

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