Contents

• Title and Copyright Information
• Preface

1 Introduction to JD Edwards EnterpriseOne Change Management

• JD Edwards EnterpriseOne Change Management Overview
• JD Edwards EnterpriseOne Change Management Integrations
  • JD Edwards EnterpriseOne Subcontract Management
  • JD Edwards EnterpriseOne Job Cost
  • JD Edwards EnterpriseOne Contract and Service Billing
  • JD Edwards EnterpriseOne General Accounting
• JD Edwards EnterpriseOne Change Management Implementation
  • Global Implementation Steps
  • JD Edwards EnterpriseOne Change Management Implementation Steps

2 Understanding the EnterpriseOne Change Management System

• Change Management Process
  • Creating Change Requests
  • Creating Planned Change Orders and Change Orders
  • Modifying Change Requests
    • Audit Trail
    • Requotes
    • Status Updates
    • Reviewing Modifications
• Tables and Descriptions

3 Setting Up the EnterpriseOne Change Management System

• Understanding EnterpriseOne Change Management System Setup
• (Optional) Converting Change Management in JD Edwards World to JD Edwards EnterpriseOne
  • Understanding the Conversion Process
  • Prerequisites
• Setting Up the EnterpriseOne Change Management System
  • Understanding Detail Status Codes
  • Forms Used to Set Up the EnterpriseOne Change Management System
  • Setting Up UDCs for EnterpriseOne Change Management
  • Setting Up Change Request Detail Status Codes
  • Setting Up Job-Specific UDCs

4 Creating Change Requests

• Understanding Change Requests
  • Mobile Enterprise Applications for Change Requests
  • Organizing Change Requests
    • Using Hierarchy Detail Levels
  • Including Appropriate Components in a Change Request
  • Using Detail Status Codes
• Entering Basic Change Requests
  • Understanding Change Request Entry
    • Fields on the Change Request Entry Form
    • Form Menu Features
    • Row Menu Features
    • Change Request Information
    • Technical Considerations
    • Related Tasks
  • Understanding Account Distribution Information
  • Prerequisites
  • Forms Used to Enter Basic Change Requests
  • Setting Processing Options for Change Request Entry (P5310)
    • Edit
    • Audit
    • Default
    • Amounts
    • Contract
    • Contract Commit
    • Subcontract Commit
    • Versions
  • Entering Basic Change Request Information
  • Entering Cost Account Information
  • Entering Revenue Account Information
  • Entering Subcontract Account Information
  • Entering General Detail Line Information
• Copying Account Balances
  • Understanding Account Balance Copy
  • Form Used to Copy Account Balances
  • Copying Account Balances
• Entering Change Request Fee Calculations
  • Understanding Change Request Fee Calculations
  • Form Used to Enter Change Request Fee Calculations
  • Setting Processing Options for Change Request Fee Calculation (P5320)
    • Default
  • Entering Change Request Fee Calculations
• Reviewing Change Requests
  • Understanding Change Request Review
    • Locating Change Management Information
• Revising Change Requests
  • Understanding Change Request Revisions
    • Revising Amounts
    • Requotes
  • Form Used to Revise Change Requests or Generate Requotes
  • Revising Change Request Amounts Manually
  • Generating Requotes

5 Creating Change Management Hierarchy

• Understanding Change Management Hierarchy Creation
• Understanding Status Codes for PCOs
• Working with PCOs
  • Understanding PCOs
  • Understanding PCO Revision
  • Understanding PCO Deletion
  • Forms Used to Work With PCOs
  • Setting Processing Options for Planned Change Order Entry (P5314)
    • Defaults
    • Versions
  • Creating a PCO
  • Attaching Change Requests to a PCO
  • Attaching Existing Change Requests
  • Creating and Attaching New Change Requests
  • Deleting PCO Information
    • Deleting PCOs
    • Deleting Change Requests
• Working with COs
  • Understanding COs
  • Understanding CO Revision
  • Forms Used to Work With COs
  • Setting Processing Options for Change Order Entry (P5315)
    • Defaults
    • Versions
  • Creating a CO
  • Attaching PCOs to a CO
  • Deleting COs

6 Reviewing Change Requests

• Understanding the Change Request Review Process
  • Requotes
  • Logs
  • Accounts
  • General Ledger Information
  • Change Request for Jobs
• Reviewing Change Requests
  • Forms Used to Review Change Requests
  • Setting Processing Options for Logs Entry Program (P4305)
    • Default
    • Versions
  • Reviewing Requotes
  • Reviewing Logs
  • Reviewing Log Hierarchy
  • Reviewing Accounts for a Job
  • Reviewing Accounts for a Line
  • Reviewing General Ledger Information
  • Reviewing Change Requests by Job

7 Revising and Approving Change Requests, PCOs, and COs

• Understanding Change Request Revisions and Approvals
  • Change Requests, PCOs, and COs
  • Mobile Enterprise Applications for Change Requests
  • Final Amount
  • Best Amount
  • Integration with the EnterpriseOne Subcontract Management and EnterpriseOne Contract and Service Billing Systems
  • PCO and CO Approvals
  • Close Lines on the Change Request
  • Close PCOs and COs
  • Common Fields Used in This Chapter
• Working with Detail Status Codes
  • Understanding Detail Status Codes
  • Understanding Global Status Updates
    • Specifying Which Accounts to Update
    • Update Considerations
    • Technical Considerations
    • Ledger Updates
  • Forms Used to Update Detail Status Codes
  • Updating Detail Status Codes Manually
  • Updating Detail Status Codes Using Global Status Update
  • Closing Detail Lines on Change Requests
• Approving Change Request Accounts, PCOs, and COs
  • Understanding the Approval Process for Change Request Accounts, PCOs, and COs
    • Approving Accounts on Change Requests
    • Approving Accounts from the Change Request Entry Program
    • Approving Accounts when Approving PCOs and COs
    • PCO Approval
    • CO Approval
  • Prerequisites
  • Forms Used to Approve Change Request Accounts, PCOs, and COs
  • Approving Individual Accounts
  • Approving Multiple Accounts
  • Approving PCOs
  • Approving COs

8 Working with Subcontracts

• Entering Subcontract Information
  • Understanding Subcontract Commitments
  • Prerequisite
  • Forms Used to Enter Subcontract Information
  • Entering Subcontract Information
• Committing Subcontracts to the EnterpriseOne Subcontract Management System
  • Understanding the Subcontract Commitment Process
    • Committing in Proof and Final Mode
    • Detail Status Codes
    • Subcontract Amendment Report
  • Prerequisites
  • Forms Used to Commit Subcontracts from the Change Request Entry Program
  • Committing Subcontracts from the Change Request Entry Program
  • Committing Subcontracts from the Subcontract Detail/Commit Program
  • Setting Processing Options for Change Request for Subcontract Details (P53301)
    • Processing
    • Log Revisions
    • Versions
• Modifying Subcontract Logs
  • Understanding Subcontract Logs
  • Forms Used to Modify Subcontract Logs for a Change Request
  • Modifying a Subcontract Log for a Change Request

9 Working with Contract Commitments

• Understanding Contract Commitments
• Entering Revenue Information for Contracts
  • Understanding Revenue Information for Contracts
  • Forms Used to Enter Revenue Information for Contracts
  • Entering Revenue Information for Contracts
• Committing Contract Information to the EnterpriseOne Contract and Service Billing System
  • Understanding the Contract Commitment Process
    • Committing in Proof and Final Mode
    • Detail Status Codes
    • Contract Amendment Report
  • Prerequisite
  • Forms Used to Commit Contracts
  • Committing Contracts from the Change Request Entry Program (P5310)
  • Committing Contracts from the Change Request Revenue Details Program (P53311)
  • Setting Processing Options for Change Request Revenue Details (P53311)
    • Default

10 Appendix A - JD Edwards EnterpriseOne Change Management Reports

• Change Management Reports
• JD Edwards EnterpriseOne Change Management Reports: A to Z
• JD Edwards EnterpriseOne Selected Change Management Reports
  • R53702 - PCO/CR (F5314/F5311) Integrity
  • R53701 - CO/PCO (F5315/F5314) Integrity
  • R43300 - Log Report/Update
  • Setting Processing Options for Log Report/Update (R43300)
    • Print Options
  • R53220P - Account Inquiry
  • Setting Processing Options for Account Inquiry (R53220P)
    • Process
  • R534011 - Change Request Summary
  • Setting Processing Options for Change Request Summary (R534011)
    • Defaults
  • R534021 - Change Request Details with Contracts
  • R53404 - Job PCO Summary
  • R534041 - Job PCO Detail
  • R53405 - Job CO Summary
  • R534051 - Job CO Detail
  • R53411 - Change Request Details by Account
  • R53440 - Job Planned Change Orders
  • R53450 - Job Change Orders

11 Appendix B - Delivered User Defined Objects for Change Management (Release 9.2 Update)

• Delivered User Defined Objects for Change Management (Release 9.2 Update)
• Change Management Notifications

12 Glossary

• Approved Date
• Contract Number
• Contract Type
• Cost Final
• Cost Original
• Cost Quoted
• Cost Sts (cost status)
• From Cost Code
• Job Number
• Requested By
• Rev Sts (revenue status)
• Revenue Final
• Revenue Original
• Revenue Quoted
• Status
• Status Code
• Status Revenue
• Sub Sts (subcontract status)
• Subcontract Final
• Subcontract Original
• Subcontract Quoted
• Submitted Date
• To Cost Code