Contents

• Title and Copyright Information
• Preface

1 Introduction to JD Edwards EnterpriseOne Engineer to Order

• JD Edwards EnterpriseOne Engineer to Order Overview
• JD Edwards EnterpriseOne Engineer to Order Integrations
  • JD Edwards EnterpriseOne Inventory Management
  • JD Edwards EnterpriseOne Product Data Management
  • JD Edwards EnterpriseOne Shop Floor Management
  • JD Edwards EnterpriseOne Requirements Planning
  • JD Edwards EnterpriseOne Job Cost
  • JD Edwards EnterpriseOne Capital Asset Management
  • JD Edwards EnterpriseOne Quality Management
  • JD Edwards EnterpriseOne Sales Order Management
  • JD Edwards EnterpriseOne Procurement
  • JD Edwards EnterpriseOne Contract and Service Billing
• JD Edwards EnterpriseOne Engineer to Order Implementation
  • Global Implementation Steps
  • Engineer To Order Implementation Steps

2 Understanding Engineer to Order

• Engineer to Order System
  • Project Initiation Phase
  • Project Planning Phase
  • Project Execution Phase
  • Project Close Phase
• Project Life Cycle
• Engineer to Order System Features
• Engineer to Order Tables

3 Setting Up Engineer to Order

• Understanding Engineer to Order Setup
  • Task Types for ETO Projects
  • Project-Specific Material
  • Line Type and Line Type Constants for ETO
• Prerequisite
• Setting Up UDCs for ETO
• Setting Up Cost and Account Classifications
  • Understanding Cost and Account Classifications
  • Forms Used to Set Up Cost and Account Classifications
  • Setting Processing Options for Cost Classification (P31P301)
    • Defaults
  • Setting Up Cost Classifications
  • Setting Up Account Classifications
• Setting Up Job Cost Integration
  • Understanding Job Cost Integration
    • Chart of Accounts
  • Prerequisite
  • Forms Used to Set Up Job Cost Integration
  • Adding a Chart of Accounts for a Project
• Integrating ETO with Microsoft Project
  • Understanding the ETO Export and Import Process
  • Setting Processing Options for Export to MS-Project (R31P404) and Import from MS-Project (R31P801)
    • Process
  • Exporting ETO Project Information to Microsoft Project
  • Importing ETO Project Information from Microsoft Project
    • Guidelines

4 Using Project Planning with Engineer to Order

• Understanding Project Planning with ETO
  • Prerequisites
• Loading Project Budgets to the Job Cost Budget
  • Understanding the Upload to Job Cost Budget Process
  • Setting Processing Options for Upload Job Cost Budgets (R31P800)
    • Display
    • Edits
    • Process
    • Audit Trail
  • Uploading Job Cost Budgets (Release 9.2 Update)
• Performing Project Requirements Planning
  • Understanding PRP
    • Setup Considerations for PRP
    • PRP Generation
    • PRP Output
    • Project Requirements Planning for Multiple Plants
  • Prerequisites
  • Forms Used to Perform Project Requirements Planning
  • Generating a Multiplant Requirements Plan for a Project
  • Processing Messages for Multiplant PRP
  • Reviewing Supply and Demand for Multiplant PRP
• Creating Orders for a Project
  • Understanding Order Creation for a Project
    • Purchasing Project Material
    • Purchasing Project Items for Resale
    • Attaching Existing Work Orders to a Project
    • Related Costs
  • Forms Used to Create Orders for a Project
  • Entering Purchase Orders for Project Material
  • Entering Purchase Order Information Using the Project Workbench Program
  • Setting Processing Options for Related Orders (P31P204)
    • Versions
  • Reviewing and Creating Related Orders for a Project
  • Attaching an Existing Work Order to a Project
  • Updating Related Order Costs
• Setting Up Project Commitments
  • Understanding Project Commitments
    • Inventory Commitments
    • Financial Commitments
  • Form Used to Review Inventory Commitments for Project Work Orders
  • Reviewing Inventory Commitments for Project Work Orders
  • Setting Processing Options for Commitment Rebuild (R31P993)
    • Process
  • Creating a Commitment Audit Trail

5 Initiating Projects

• Understanding the Project Initiation Process
• Creating Projects
  • Understanding Project Creation
    • Technical Considerations for Storing Project Information
  • Forms Used to Create Projects
  • Setting Processing Options for Project Workbench (P31P001)
    • Defaults
    • Versions
    • Process
    • Copy
    • Scheduling
  • Creating Projects
    • Project Information
    • Dates
    • People
    • Project Attributes
    • Estimated Costs
    • Job Cost
    • Project Status
    • Order Information
    • Categories
    • Sales Order
• Working with Projects and Project Tasks
  • Understanding Projects
  • Understanding Project Tasks
    • Project Costs
    • Resource and Task Assignments
  • Forms Used to Work with Projects and Project Tasks
  • Working with Project Queries
  • Unlocking a Project
  • Working with a Project
  • Adding and Revising Project Tasks
    • Basic
    • Financial Plan
    • Financial Actuals
    • Scheduling Details
    • Order Details
• Scheduling Project Tasks
  • Understanding Project Task Scheduling
  • Prerequisite
  • Forms Used to Schedule Project Tasks
  • Defining Task Dependencies
  • Scheduling the Project
• Generating Quotes and Proposals
  • Understanding the Quote and Proposal Generation Process
    • Project Status Codes
    • Online Quotes and Proposals
  • Prerequisites
  • Forms Used to Create Quotes
  • Setting Processing Options for Project Quotes (P31P100)
    • Display
    • Default
    • Process
    • Versions
  • Creating a Quote for a Project
    • Project Info
    • Quote Info
    • Related Sales Quote

6 Using Project Execution and Control

• Understanding Project Execution and Control
  • Prerequisite
  • Project Execution and Control
    • Issues and Completions for Project Work Orders
    • Net Change
    • Project Accounting Considerations
• Rolling Up Actual Costs to the Project Workbench
  • Understanding Actual Cost Rollup to the Project Workbench
  • Prerequisite
  • Rolling Up Actual Costs to the Project Workbench
• Generating Project Reports and Alerts
  • Understanding Project Reports and Alerts
  • Running the Project Schedule Report
  • Setting Processing Options for Project Schedule Report (R31P400)
    • Process
    • Defaults
  • Running the Project Cost Report
  • Setting Processing Options for Project Cost Report (R31P401)
    • Process
  • Running the Project Inventory Report
  • Setting Processing Options for Project Inventory Report (R31P402)
    • Process
• Closing a Project
  • Understanding the Project Close Process
  • Running the Project Close Analyzer Program
  • Setting Processing Options for Project Close Analyzer (R31P403)
    • Defaults

7 Glossary

• Project Number
• Task Number
• Task Type