September 2000

Equipment-Plant
Maintenance
Release
OneWorld® Xe

1
 J.D. Edwards World Source Company

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Overviews

The Equipment/Plant Management system allows you to integrate all aspects of

equipment and machinery maintenance with the rest of your business operations.

This section provides overview information about the equipment maintenance

industry, as well as information about how the Equipment/Plant Management
system operates.

Overviews consists of the following:

GIndustry Overview

GEquipment/Plant Management Overview

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Industry Overview

To understand the critical role that Equipment/Plant Management plays in your

business, you should understand the ways in which maintenance affects businesses,
and how businesses can more efficiently track, manage, and maintain their
equipment assets.

This chapter introduces you to industry concepts related to Equipment/Plant

Management. In addition, this chapter outlines several problems inherent in a
maintenance environment, as well as J.D. Edwards solutions through Idea to
Action.

The industry overview consists of:

GIndustry Environment and Concepts for Equipment/Plant Management

GIdea to Action: The Competitive Advantage

Industry Concepts for Equipment/Plant Management

A Need for Managing Maintenance

The following scenarios illustrate typical occurrences in the Equipment

Management industry and the need for managing maintenance.

Scenario A

As the production manager of a profitable automotive parts manufacturing line in

a very competitive market, you try to meet your customer’s requirements in a just-
in-time (JIT) environment. Deadlines are tight and you’ve just received another
large contract. The maintenance manager has insisted that scheduled repairs be
performed on the primary production line. The maintenance is past due, but you
cannot afford to take the line down at this time. You have production deadlines to
meet, and the line seems to be running just fine.

As you prepare to go home for the evening, your production supervisor rushes
into your office wearing a look of panic on his face. The line is down. A critical
part has failed; it is not stocked, and it will take three days to arrive. Another full
day is required to install the part and recalibrate the line. The cost of the repair is

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Equipment-Plant Maintenance

not large -- eight hours of maintenance labor, plus the cost of the part. However,
other costs are significant: lost production time, idle workers, decreased customer
satisfaction, and the potential of losing that new contract. To make matters worse,
the maintenance manager informs you that the part that failed had been due for
maintenance. Had it been maintained properly, it would not have failed. The total
downtime for the planned maintenance would have been two hours.

Scenario B

You manage a large fleet of service vehicles that are used to maintain and install
gas and electric utilities. As a contractor to the largest public utility in the area, you
must keep your costs down and respond to project needs efficiently and
effectively. To keep your fleet in top condition, you have installed a system that
helps you manage the maintenance of all equipment. The system schedules critical
preventive maintenance activities, collects vital information that allows you to
predict problems, helps you deal more efficiently with unscheduled problems, and
captures parts and labor costs. As a result, you have been able to reduce equipment
downtime. When contract volume of your firm grew by 157 percent, you were able
to support it without adding any new equipment. In addition, your repair costs
dropped by 50 percent.

The scenarios above lead to an obvious conclusion. You can spend a small amount
of time and money to prevent problems, or you can spend a large amount of time
and money when problems occur. From an equipment/plant maintenance
perspective, performing preventative maintenance almost always beats the cost of
downtime.

Industry Problems

Most industries have equipment and facilities (buildings) that require some type of
maintenance. Healthcare facilities have medical equipment, backup electricity
generators, and other critical machines. Manufacturing plants have equipment and
facilities that must be operational, often around the clock. Distribution centers
have material-handling equipment, refrigeration systems, and vehicles ranging from
forklifts to trucks and trailers. Construction companies have vehicles, heavy
equipment, and tools that must be maintained and possibly relocated to various
project sites. Even a standard office has copiers, fax machines, and computers that
need regular maintenance to ensure ongoing productivity.

These types of industries have made substantial investments in the equipment and
facilities that are vital for running their businesses. With that in mind, two of the
most important objectives for a company are to:

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 Industry Overview

• Minimize repair costs. Equipment breakdowns and facility shutdowns can

cost millions of dollars in costs related to repairs, poor quality, and lost
production.
• Maximize equipment availability. Reliable equipment ensures maximum
production, on-time delivery, and good customer service.
To meet these objectives, a company’s management and maintenance departments
must work towards developing and supporting preventive maintenance programs.

Preventive, Predictive, and Corrective Maintenance

Preventive maintenance ensures that equipment is working properly and that the
maintenance performed minimizes downtime and reduces expensive breakdowns.
Preventive maintenance can be based on a variety of parameters such as a specific
date, period of time (for example, every 30 days), distance driven, hours operated,
or volume processed. Initial schedules should be based on manufacturer
recommendations or previous experience with the specific type of equipment. The
intent is to perform maintenance before the equipment breaks down. A “run until
it breaks” attitude is costly. A breakdown can result in associated parts being
ruined and additional repair costs. Unscheduled downtime leaves workers standing
idle and delays production schedules.

Lack of preventive maintenance also affects quality. When a machine is running, its
alignment, degree of precision, or efficiency may be drifting. This results in sub-
standard product or excessive waste. For example, in aggregate production (sand,
gravel, and crushed stone), an out-of-alignment loading device can result in lost
product due to spillage. Poor maintenance can also affect safety. This same spillage
can lead to excessive sand blowing, resulting in potential inhalation health hazards,
damaged equipment, and buried electrical cables. Most companies include safety as
one of their top priorities. Well-maintained equipment means a safer work
environment.

Predictive maintenance is based on key operating parameters. The operating

parameters are determined based on the equipment’s optimal state of operation.
Current readings are compared to initial or baseline readings to determine the
amount of deviation. Using this data, you can make informed decisions about how
much maintenance is required and when maintenance should be performed. For
example, various techniques can be used to predict mean time between failures on
bearings, shafts, and other parts subject to heavy wear. Six major diagnostic tools
used for predictive maintenance programs, typically performed on a regular
schedule, are:

• Vibration analysis
• Thermography - checks heat-generating points to detect thermal anomalies

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Equipment-Plant Maintenance

• Fluid analysis - analyzes fluids from gearboxes, transformers, or other

equipment and components to determine wear or material degradation
• Visual and auditory inspections
• Operational dynamics analysis - checks equipment to ensure that it meets
design specifications - for example, ensuring that a damper is receiving its
designed 50 percent airflow
• Electrical monitoring
Corrective maintenance includes any task that is:

• Unscheduled. A task that is performed only when needed. For example,

equipment needs to be washed only when it is dirty enough to affect its
operability.
• Unplanned. A machine breaks or no longer functions properly, due to
unforeseen causes.
The goal of preventive and predictive maintenance is to minimize corrective
maintenance. Unplanned events are the most costly because they might occur
when they have the most impact on production and labor needs.

Regardless of the maintenance type being performed, the tracking, scheduling, and
management of equipment and facility maintenance can be a daunting task if you
use only a paper system. The main purpose of maintenance management is to
automatically alert you when a maintenance operation must occur, based on a
variety of criteria. A computerized system is key to meet this need. An
unscheduled event or a corrective maintenance action must be tracked. Recurring
problems can help you to identify opportunities to schedule preventive or
predictive maintenance activities. In turn, this allows you to reduce unplanned
downtime and provide the means to plan and perform the right maintenance at the
right time.

Cost Management

Consider the following statistics from a report in a leading manufacturing

periodical: “Maintenance costs account for an average of 8% of a company’s
revenues. The average manufacturing cost of goods sold is 28% direct
maintenance cost. Downtime costs are typically four to five times greater than
maintenance costs. Thus, on average, a 10% improvement in maintenance costs
results in 36% increase in profitability. For the U.S., between $300 billion and $500
billion per year is spent in manufacturing on maintenance.”

(Keeping Up, Running & Profitable with CMMSs (Computerized Maintenance

Management Systems), Automotive Manufacturing & Production, 110:8 (August
1998): 68).

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 Industry Overview

To minimize costs, companies concentrate on several key areas, all of which are
supported by an integrated maintenance system:

• A minimum of unscheduled downtime. Downtime results in lost

productivity. Goods are not produced or shipped, workers stand idle waiting
for equipment to become available again, and customer satisfaction is
affected when delivery schedules are not met.
• An emphasis on maintaining quality. Poorly performing equipment leads to
waste, damaged goods, product not meeting quality standards, increased
customer returns, and decreased customer satisfaction.
• Better material and capacity planning. A maintenance schedule can include
information on parts to be used, labor to be consumed, amount of
downtime to be incurred, and when the maintenance will occur. Even work
orders for unscheduled maintenance can be considered in planning. By
including this information, you ensure that production planning is more
accurate and that parts are ordered and available when needed.
• Ability to track parts and labor costs. To troubleshoot problems such as
inefficiencies in personnel or vendor parts not working as expected, the
integrated Procurement and Payroll systems manage costs of parts and
labor, the hours needed to do repairs, and parts usage. Information from
these systems allow you to improve work load levels and training, and to
find alternate parts that work better and longer, and for less cost.

Idea to Action: The Competitive Advantage

The following are examples of typical problems with equipment maintenance, the
business activator that resolves each problem, and the return on investment.

How can I integrate the OneWorld is a single integrated system. Asset master
financial management of information can be shared by all functional areas of
my assets with the costs maintenance, production, and financial management. For
that are associated with example, initial purchase price, depreciation, and
equipment maintenance? maintenance costs are available by asset.
Additional benefits of integration include the reduction of
setup time across multiple disciplines, and labor saved for
data entry duplication. Access to shared information results
in better planning and management. For example, informed
decisions are more likely to occur with respect to
equipment replacement. When information shows that
quarterly maintenance for a motor exceeds the cost of the
motor, you might consider replacing the motor rather than
repairing it.

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Equipment-Plant Maintenance

How do I track the Location tracking includes current, planned, and historical
location of my mobile location information, dates and times, and equipment
equipment? status. In addition, you can track multiple items within an
asset at different locations.

Visibility of historical, current, and planned locations

reduces the time required to physically track equipment.
This information helps you to reduce customer problems
by knowing where equipment is at all times, and improves
planning management by documenting future locations.

Equipment location and tracking is especially useful in the

construction industry or with project-intensive services
where work is done at multiple offsite locations.

How do I record and You can store static information from manufacturing
track static information specifications or other specific information in user-defined
about my equipment? formats. In addition, you can store permit and licensing
information by using pre-existing table formats.

You can maintain key information online for easy

accessibility for both inquiries and custom reports. Online
access eliminates labor wasted in searches for key
information.

License and permit information is important to companies

that manage fleets of vehicles or construction companies
with mobile equipment.

You can set up supplemental data in a variety of user-

How do I record and defined formats. You can define and collect supplemental
track supplemental data data for individual pieces of equipment or for work orders.
about my equipment? You can verify data against user-defined information. You
can extract this information for analysis to help improve the
management of equipment and preventive maintenance
(PM) schedules.
Critical data includes date and time stamps and comments.
You can use this information to identify problems in
advance, which results in timely repairs, reduced labor
requirements, and reduced downtime.
This operation is useful in industries that use predictive
maintenance programs, or where critical preventive
maintenance tasks are used to collect information to ensure
proper equipment function.

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 Industry Overview

How can I maximize the You can set up user defined codes for service types
efficiency of my (maintenance tasks). Service types can be associated with
maintenance personnel one or many assets. The schedules are determined for the
to accommodate asset and service type. Use service types to reduce setup
repetitive maintenance time and labor and to provide consistency across tasks.
tasks?

I have many pieces of Use model preventive maintenance schedules to include the
equipment that require scheduling and work order information needed for a
the same types of particular service type and a type of equipment, based on
maintenance. How can I category codes. You can copy the model PM schedule to
reduce the duplication of other equipment or assets that have the same or similar
similar maintenance category codes.
tasks?
Model PMs help reduce data entry, information
maintenance, and labor that is associated with data input.
Model preventive maintenance schedules also provide
consistency across maintenance tasks, which is useful in
industries with vehicle fleets or large numbers of similar
pieces of equipment.

My equipment often has Associated service types allow you to link service types
multiple maintenance based on how close to one another they are scheduled to
tasks with due dates that occur. This scheduling reduces equipment downtime by
overlap or that are close grouping tasks and optimizing labor time. The system
together. How can I identifies opportunities for grouping different maintenance
maximize the downtime tasks with the intent of minimizing downtime and reducing
that is associated with the possibility of skipping important tasks.
these tasks?

How do I track the costs Unscheduled service tasks have the same system features
that are associated with available as scheduled service tasks. You can create service
unscheduled types, attach them to an asset, and issue a corrective work
maintenance tasks? order for tracking costs. This ensures traceability and
enables troubleshooting by tracking equipment problems
and capturing nonscheduled maintenance costs for cost
analysis.

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Equipment-Plant Maintenance

How do I ensure that I You can identify warranty service types by asset. Warranty
do not incur costs that service can be scheduled or available as an unscheduled
are associated with task. When a work order is created, a warning message
warranty repairs? indicates a possible warranty conflict.

Warranty service types minimize in-house expenses by

having work performed by the supplier or manufacturer as
part of the original contract for the purchased equipment.

I have many pieces of Maintenance loops use a primary asset, such as a

identical equipment that production line, to schedule a particular type of preventive
all require the same maintenance. All equipment associated with the production
maintenance tasks at the line can be associated with that preventive maintenance.
same time. How can I When the preventive maintenance is due, only one work
reduce the time and order is generated, but all equipment is included and the
paperwork that is preventive maintenance becomes part of the individual
associated with these asset’s history. All costs are tracked to the primary asset
tasks and track my costs with the originally scheduled task, such as the production
at a higher level? line.

Maintenance loops minimize setup costs and paperwork by

generating only one work order and scheduling only one
asset. Maintenance loops allow you to trace information by
recording the preventive maintenance performed against all
associated items.

How can I integrate the OneWorld is a single, integrated system. You can manage
management of my MRO parts and part lists with the Inventory Management and
(Maintenance Repair Product Data Management systems. Parts information can
Operations) and OEM be associated with both corrective and preventive
(Original Equipment maintenance work orders.
Manufacturer) parts
inventory with the rest of
my maintenance Integration minimizes the costs incurred by maintaining
management program? duplicate systems. It also eliminates errors by providing
current and accurate parts information to the user.

How can I ensure that Work orders are generally associated with a particular asset
the parts and labor costs or piece of equipment. You can issue parts against the work
that are associated with a order. Through time entry, you can indicate what labor was
piece of equipment are performed on the work order. The costs are then reflected
reflected in the against both the work order and the equipment, which
equipment’s balance provides you with accurate information on the cost of a
sheet as well as the piece of equipment over its lifetime. This information helps
individual work orders? you to plan and manage preventive maintenance scheduling
and asset replacement.

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Equipment/Plant Management Overview

You can use the maintenance features of the Equipment/Plant Management

system to manage all aspects of equipment and machinery maintenance in your
organization, such as:

• Planning
• Scheduling resources
• Purchasing parts and materials
• Tracking the status of preventive and corrective tasks

System Integration

From Equipment/Plant Management, you can link to the other J.D. Edwards
systems that your organization uses. For example, use the General Accounting
system to record maintenance charges against work orders. Use the Work Order
Processing system to track and monitor schedules by work order. Other systems
that you can link to include the following:

• Fixed Assets
• Inventory Management
• Procurement
• Shop Floor Management
• Accounts Payable
Because J.D. Edwards systems are integrated, you need to enter the vital
information about a piece of equipment only one time. When you create
equipment masters and supplemental information for a piece of equipment, the
system stores the information in the Asset Master table (F1201). Many J.D.
Edwards system that you use can then access the information.

System integration also helps ensure that equipment information is consistent

throughout your organization. This saves considerable time and money, especially
when you need to update or revise equipment information.

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Equipment-Plant Maintenance

Note: This guide describes features and functions that depend on the installation
of the complete Equipment/Plant Management system, which includes the
following systems:

• 05 - Time Accounting
• 07 - Payroll
• 30 - Product Data Management
• 31 - Shop Floor Management
• 33 - Resource and Capacity Planning
• 34 - Material Planning
• 40 - Inventory Base and Order Processing
• 41 - Inventory Management
• 43 - Procurement
Your company might not have purchased all of these systems. Check with your
system administrator to verify which systems have been purchased and installed.

The following graphic illustrates the system integration between the

Equipment/Plant Management system and other J.D. Edwards systems. The
accompanying table briefly describes how many of the systems are used within the
context of Equipment/Plant Management.

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 Equipment/Plant Management Overview

Address Book

Accounts Payable

General Accounting

AAIs

Billing Job
Features Cost

Payroll
Equipment/Plant AAIs
Management
Fixed Assets
Maintenance Planning
Features Features

AAIs
Procurement Product Data Management

Shop Floor Management

Inventory
Management

Resource and Capacity

Work Order Planning
Processing

Material Planning

Address Book Every J.D. Edwards system works with the Address Book
system to retrieve up-to-date employee, supplier, and other
applicable name and address information.

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Equipment-Plant Maintenance

General Accounting When you enter equipment transactions (including billing

transactions), you must process them through the general
ledger.

You enter all statistical values, such as miles, gallons, and

hours into the general ledger.

When you charge a job for equipment use, the system

searches the Account Master for the appropriate rate and
account to bill.

Job Cost You can use job cost to assist you in managing your
projects and jobs, and to monitor the costs and revenues
associated with them.

Accounts Payable You can enter equipment charges through the Accounts
Payable system.

When you process equipment parts orders through the

Procurement system, the system automatically enters the
equipment number from the purchase order to the
accounts payable voucher.

Payroll You can use Payroll to do the following:

• Enter equipment time for billing purposes

• Charge for labor associated with operating or repairing
equipment
• Charge labor to a work order using a specific labor
routing step

Fixed Assets The Fixed Assets system shares many tables with
Equipment/Plant Management, such as the following:

• Asset Master table (F1201) - Stores equipment master

information
• Asset Account Balances table (F1202) - Stores
equipment account balance information

Equipment/Plant Management also uses automatic

accounting instructions from the Fixed Assets system.

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 Equipment/Plant Management Overview

Work Orders You can use the Work Orders system to track, schedule,
and report on preventive and corrective equipment
maintenance activities.

You can attach parts lists and detailed instructions

(routings) to the work order to assist in planning labor and
parts requirements.

Inventory Management You can use the Inventory Management system to do the
following:

• Track and take inventory of repair parts

• Attach parts lists to work orders

Procurement You can create purchase orders directly from the work
order parts list and from other maintenance planning
functions within Equipment/Plant Management.

A purchase order includes the equipment number, which

the system automatically enters in related forms and tables,
such as the following:

• Accounts payable entry

• General ledger
• Equipment ledger

Equipment/Plant Management Features

The maintenance features of the Equipment/Plant Management system are

designed to meet equipment maintenance needs in a variety of ways. For example,
you can use the system to do the following:

• Enter and search for equipment information

• Track equipment movement and status, and assign equipment to multiple
locations
• Track the maintenance history of each piece of equipment and target
potential problem machines to minimize equipment downtime
• Coordinate maintenance activities based on preventive and corrective
maintenance schedules
• Coordinate maintenance activities with materials and labor resources

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Equipment-Plant Maintenance

• Maintain detailed cost accounting records for equipment

• Produce reports on a wide range of equipment-related topics

Equipment Information and Search

The following table describes several of the types of information that you can use
in Equipment/Plant Management to locate, organize, and track the availability and
repair status of equipment.

Parent and component A parent piece of equipment consists of other parts or

relationships components. It can also be a component of another piece
of equipment.

A parent can also be a virtual or logical piece of equipment

with component relationships to other logical equipment.
For example, a manufacturing line could be a parent and
the associated manufacturing machinery would be
components of the manufacturing line.

Use parent and component relationships to group

components in the system. You can track the history of a
piece of equipment’s immediate parent or any of its
components. The system accommodates up to 25 levels of
components. This is useful if you use complex or
interchangeable equipment assemblies.

Equipment numbers You can identify equipment by any or all of the following:

• Equipment number
• Unit number
• Serial number

Location You can search for and track equipment based on its
historical, current, or planned location. This is helpful if you
need to review equipment that is used at a particular job site
or reroute equipment between job sites.

Category codes You can define up to 23 category codes to classify

equipment for reporting and data selection purposes. For
example, you can perform online searches for equipment
based on category codes that represent major accounting
class, major equipment class, manufacturer, model year, and
so on.

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 Equipment/Plant Management Overview

Other user defined codes You can assign three additional user defined codes, as
follows:

• Finance methods
• Equipment status codes
• Equipment message types

For example, you can set up equipment status codes to

apply to each piece of equipment, such as the following:

• Down
• Standby
• Working
• Available

Licenses and You can record and track license and permit information
certifications for each piece of equipment. This is helpful if you dispatch
equipment to job sites that are located in different licensing
authorities.

Online message logs You can use online message logs to enter messages about a
piece of equipment. Standard message types include the
following:

• Planned maintenance
• Actual maintenance
• Problem reports

You can also enter additional remarks about any piece of

equipment.

Equipment Location Tracking

You can locate and report on the availability and working status of equipment.
You can also do the following:

• Revise location tracking information

• Transfer one or more pieces of equipment
• Consolidate equipment from multiple locations

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Equipment-Plant Maintenance

Detailed Equipment Cost Accounting

You define the chart of accounts for your equipment cost and revenue to meet
your unique needs, such as matching a parent company’s accounting structure.
You can view these accounts at a summarized or detailed level at any time.

Reporting

Equipment/Plant Management provides you with a wide variety of reports that

offer you a comprehensive view of your equipment needs and processes. You can
customize any report to fit your company’s reporting needs and simplify the
fulfillment of various governmental reporting requirements. The following
examples are a partial listing of the predefined reports available:

• Work Order Cost Summary

• Work Order Cost Detail
• Maintenance Schedule
• Equipment Parts List
• Specification Data
• Location Tracking
• Equipment Variance
In addition to standard reports, you can create custom reports, using virtually any
data within the system.

Equipment/Plant Management Process Flow

The following graphic illustrates the flow of the primary events and processes
within Equipment/Plant Management:

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 Equipment/Plant Management Overview

Create Equipment Master

Create Preventive
Maintenance Schedule

Generate Preventive Add Corrective

Maintenance Work Order Maintenance Work Order

Work with Parts Perform Maintenance Work with Labor

Inventory Planning Resources

Perform Close Work Order Review Work Order

Maintenance History

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Equipment-Plant Maintenance

Equipment/Plant Management Tables

Primary Tables and Descriptions

Asset Master (F1201) Stores basic information about each piece of equipment,
such as the following:

• Equipment number
• Description
• Account coding
• Category codes

Asset Account Balances Stores the account balance amount or unit for each
(F1202) equipment account.

Location Tracking Stores location information for a piece of equipment,

(F1204) including the following:

• Equipment number
• Location
• Start effective date
• Ending date
• Equipment status
• Transfer number
• Location code, which indicates the type of location,
such as planned, current, or history

Maintenance Schedule Stores information about each occurrence for a type of

(F1207) service, such as the following:

• When the service is to be performed

• When the service was last completed
• Current status
• References to any associated work order

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 Equipment/Plant Management Overview

Work Order Master Stores static information about each work order, such as
(F4801) the following:

• Description of work
• Budgeted amount and hours
• Equipment worked on
• Charging information

Account Ledger (F0911) Stores general ledger journal entries and provides an audit
trail for both the Asset Account Balances table (F1202) and
the Account Balances table (F0902).

Secondary Tables and Descriptions

Supplemental Database Stores supplemental database information.

Setup (F00090) Equipment/Plant Management uses the following
supplemental databases:

• AM - Asset Management
• WO - Work Orders

Supplemental Database Stores data types for supplemental databases.

Data Types (F00091)

Supplemental Data Stores supplemental data in either columnar or narrative

(F00092) format about equipment or work order.

Specification Data Table Stores static equipment information, such as power

(F1216) requirements, size, capacity, and other nameplate
information.

Specification Cross Stores, by equipment class, the valid values of each field in
Reference Table (F1215) the Specification Data Table (F1216).

Equipment Messages Stores user-generated messages regarding equipment

Table (F1205) maintenance.

Equipment License Stores license and permit information for equipment.

Master (F1206)

Equipment Model PM Stores model maintenance schedules.

Schedule (F12071)

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Equipment-Plant Maintenance

Location History Text Contains text for location history records.

(F1210)

Parent History (F1212) Contains the history of parents for a component.

Meter Reading Estimates Maintains the estimated meter readings that the system uses
(F1306) to schedule maintenance activities.

Status History (F1307) Maintains a history of status changes to equipment and

work orders.

Equipment Routes Stores equipment maintenance loop information by

(F1308) associated equipment and service type.

Equipment Category Maintains the rules by which the system automatically

Code Mapping (F1391) assigns equipment and business unit category codes when
you create master records for new equipment or create
work orders for equipment.

Maintenance Rules Defines when preventive maintenance will be scheduled

(F1393) and provides default values to work orders.

PM Projections (F13411) Maintains information about projected PMs by service type

for each piece of equipment.

Work Order Record Stores types of text associated with work orders.
Types (F48002)

Work Order Parts List Maintains information about parts related to specific work
(F3111) orders.

Work Order Routing Maintains information about the labor steps related to
Instructions (F3112) specific work orders.

Work Order Instructions Stores description text and the various record types that are
(F4802) defined in the user defined codes, such as Description of
Request and Final Disposition.

Work Order Status Maintains information about the order of allowed statuses
Action (F4826) through which a work order must pass.

Work Order Approval Maintains reject statuses for work orders, according to work
Routing (F4827) order type.

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 Equipment/Plant Management Overview

Bill of Material Master Stores information about the parts needed to perform a
(F3002) specific type of maintenance.

Routing Master (F3003) Stores detailed instructions by labor step for a specific type
of maintenance.

Forecast Table (F3460) Stores the forecast data that the Material Requirements
Planning (MRP) program uses for calculation.

Default Accounting Maintains default account information by company and

Constants (F12002) asset cost account.

Default Depreciation Maintains default information by company and asset cost

Constants (F12003) account of all depreciation books and values.

User Defined Codes Contains all user defined system values.

(F0005)

Address Book Master Contains tax assessor and equipment user address
(F0101) information.

Account Master (F0901) Maintains general ledger account data.

Automatic Accounting Contains information used to define the interfaces between

Instructions Master Equipment/Plant Management and the General
(F0012) Accounting chart of accounts.

Equipment/Plant Maintenance Menu Overview

J.D. Edwards systems are menu driven. System functions are organized according
to their frequency of use. Access Equipment/Plant Maintenance menus from the
Equipment/Plant Management menu (G13).

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Equipment-Plant Maintenance

Menu Overview - Equipment/Plant Maintenance

Equipment/Plant Management G13

Daily Processes
* Equipment Information G1311
* Supplemental Data G1318
* Cost Inquiries and Reports G1312
* Equipment Location Tracking G1314
* Equipment/Plant Maintenance G1315
* Equipment Work Orders G1316
* Work Order Processing G1317

Periodic Processes
* Maintenance Planning G1322
* Material Planning G1323
* Labor Planning G1324

Setup Processes
* Equipment/Plant Management Setup G1341
* User Defined Codes G1342
* Supplemental Data G1344
* Preventive Maintenance G1345
* Work Order Setup G4841
* Planning Setup G1346

Advanced and Technical Processes

* Advanced Operations G1331
* Fixed Assets Global Updates G1231
* Work Order Purge G3131

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Equipment Information
Equipment Master Information

Equipment master information is the primary data associated with the equipment
in your system and is made up of many equipment masters. You create an
equipment master for each piece of equipment in your system. The equipment
master establishes the basic information about a piece of equipment, such as the
following:

• Identification numbers
• Description
• Category codes
• Account coding
• Dates
• Location
• Status
You must identify every piece of your equipment in the system before you can use
the maintenance features in Equipment/Plant Management. After you create
equipment masters for your equipment, you can use the information to do the
following:

• Search for equipment status, location, and activity online

• Track historical, current, and planned physical locations for a piece of
equipment
• Relocate equipment
• Keep detailed maintenance and project logs
• View assembly components individually or in groups
• Revise parent and component relationships
• Revise equipment status
Equipment master information consists of the following tasks:

GCreating an equipment master

GWorking with equipment information

GWorking with equipment locations

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Equipment-Plant Maintenance

How Does the System Use Equipment Master Information?

Master information about your equipment is central to several J.D. Edwards

systems in addition to the maintenance features in Equipment/Plant Management.
When you establish master information about your equipment, you should
consider the following topics:

• Types of equipment identification information

• Category codes and equipment identification
• Equipment identification numbers
• Parent and component relationships
These topics are summarized below.

Types of Equipment Identification Information

Equipment identification consists of the following four types of information:

• Equipment master
• Supplemental data
• Specification data
• Message logs
To use the system’s management features, such as scheduling equipment for
preventive maintenance and tracking maintenance costs, you must create an
equipment master for every piece of equipment. You can also include
supplemental data and message logs to further define equipment in the system.

Equipment Master

The equipment master is a repository of the standard information related to a

specific piece of equipment. To manage equipment inventory, costs, warranties,
billing, preventive maintenance, and so on, you must create an equipment master
for every piece of equipment in your system.

In Equipment/Plant Maintenance, you use the equipment master to do the

following:

• Set up equipment for maintenance processing

• Set up parent/component relationships and track components as both
equipment and inventory

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 Equipment master information

• Link parts inventory to specific equipment

For example, you can set up PM schedules for a large ventilation fan. You can
identify a motor from inventory as one of the components of a fan. You can set up
PM schedules for the motor and attach parts lists to both the motor and the fan.

Supplemental Data

You can use supplemental data to record information that is important to your
organization but is not included on the equipment master. Supplemental data is
entirely user defined. You can use columnar and text formats to enter
supplemental data. To prevent users from viewing information for which they are
not authorized, you can also establish security by user identification.

Specification Data

You can use specification data to record and track static information not included
on the equipment master. For example, you might need to store nameplate data to
which you can refer for correspondence regarding warranties.

Message Logs

Use message logs to communicate information such as status and condition about
a piece of equipment. You can associate message logs with equipment to record
operator notes or maintenance problems. You can also attach tickler dates to
maintenance-due messages so that they will appear at specified dates or intervals
based on units such as miles or hours.

Depending on the type of information that you want to maintain, you can use
equipment messages to meet any of your information needs. Use equipment
messages to do the following:

• Note special procedures for scheduled or preventive maintenance tasks

• Report on actual maintenance
• Log problems or complaints about a specific piece of equipment

Category Codes and Equipment Identification

You can define up to 23 category codes to meet your organization’s information

needs. Use these category codes in the equipment master to further describe
equipment and group similar types of equipment for ease of tracking, reporting,
and data selection throughout the system.

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Equipment-Plant Maintenance

If you use Equipment/Plant Maintenance with the Fixed Assets system, the two
systems access the same category code tables. Equipment/Plant Maintenance users
frequently use the first 10 category codes as selection criteria for several tasks, such
as selecting equipment for updating meter readings, updating PM schedules, and so
on. You should reserve as many of the first 10 category codes in the equipment
master as you need for equipment maintenance purposes.

Equipment Identification Numbers

You can use up to three kinds of numbers to identify equipment throughout your
system:

• Equipment number
• Unit number
• Serial number
Every equipment master in your system must include an asset number. You can
also enter unit and serial numbers. You must define which of these numbers is
used as the primary number for identifying equipment in your system. Any
identification number that you assign to a piece of equipment on the equipment
master must be unique throughout your entire system.

Parent and Component Relationships

You can set up parent and component relationships to group pieces of equipment.
For example, when you create master information, you can identify a building as a
parent of other equipment. One of its components might be an air conditioner. A
component can also be the parent of other equipment. For example, the air
conditioner might be the parent of a number of components, including a motor,
filters, and a compressor. Those components, in turn, might be the parents of still
other components, and so on.

You can establish up to 25 hierarchical levels of parent and component

relationships. The system assigns each component a number according to its level
in the hierarchy. This is particularly useful to track and report on complex
equipment assemblies.

The following graphic illustrates a typical relationship between parent and

component equipment:

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 Equipment master information

Building
* Parent of Air Conditioner

Air Conditioner
* Component of Building
* Parent of Filters, Compressor, and Fan

Fan
* Component of Air
Filter Compressor Conditioner
* Component of Air * Component of Air * Parent of Motor
Conditioner Conditioner

Motor
* Component of Fan

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Creating an Equipment Master

The equipment master is a record of basic information about a piece of equipment,

such as its description and its identification numbers. In addition, the equipment
master includes category code information, account coding information, and a
variety of details about the equipment’s location, status, and certain associated
dates. You must create an equipment master for every piece of equipment that you
plan to manage throughout the system.

You can enter an assortment of related equipment information for a piece of

equipment as well. For example, you can enter supplemental and specification
information, as well as information about permits and licenses.

Equipment master information is stored in the Asset Master table (F1201). The
system accesses this table every time you request any type of transaction for a piece
of equipment.

Creating an equipment master consists of the following tasks:

GEntering basic equipment information

GEntering supplemental information

GEntering specification information

GEntering permit and license information

See Also

• Understanding User Defined Codes for more information about using category
codes to classify equipment
• Mapping Equipment Category Codes for more information about setting up
category code default values for your system

Entering Basic Equipment Information

When you create an equipment master, you first establish basic information about
the equipment, such as the following:

• Identification numbers

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Equipment-Plant Maintenance

• Description
• Account coding
• Category codes
Depending on your business needs, you can use up to three kinds of numbers to
identify equipment throughout your system. For example, different branches of
your company might refer to equipment in different ways. Accounting personnel
might prefer to identify equipment by equipment number, whereas maintenance
personnel might need to refer to equipment by serial numbers or company-
assigned unit numbers.

When you enter basic equipment information, the system automatically inserts
default information that you have set up elsewhere, such as the following:

• Balance record information

• Category codes
• Depreciation information
Note: If you use Equipment/Plant Maintenance with the Fixed Assets system, the
two systems access the same category code tables. Equipment/Plant Maintenance
users frequently use the first 10 category codes as selection criteria for several
tasks, such as selecting equipment for updating meter readings and updating PM
schedules. You should reserve as many of the first 10 category codes in the
equipment master as you need for equipment maintenance purposes. You can use
Category Code Mapping to set up your system to use the default values for the
category codes to which you want to assign equipment.

Basic equipment information is part of the equipment master and is stored in the
Asset Master table (F1201).

Entering basic equipment information consists of the following:

• Entering identification information

• Entering location information
• Assigning category codes to equipment

See Also

• Working with Version Detail for Interactive Versions in the OneWorld Foundation
Guide

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 Creating an Equipment Master

► To enter identification information

From the Equipment Information menu (G1311), choose Equipment Master.

1. On Work With Assets, click Add to access Asset Master Revisions.

2. On Asset Master Revisions, complete the following fields:

• Description

• Company

• Responsible BU

• Account Number

• Date Acquired

3. Complete the following optional fields:

• Unit Number

• Serial Number

• Parent Number

• Status

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Equipment-Plant Maintenance

4. Complete the following optional maintenance field and click OK:

• Inventory Number
After you click OK, the system displays a blank Asset Master Revisions
form. The asset number for the equipment master that you created appears
in the following field:

• Last Asset Number Entered

5. Make a note of the new asset number and click Cancel.

6. On Work With Assets, complete the following field in the Query by

Example row to locate the record for the equipment:

• Asset Number

7. Choose the record for the equipment, and from the Row menu, choose
Asset Master Information and then Depreciation Information.

8. On Depreciation Information, verify the default account number for the

following optional billing-related field and click OK:

• Revenue Account
You set up the default value for this field in Depreciation Default
Coding. See Setting Up Depreciation Default Coding for more information.
After you enter equipment fundamentals, you can enter location information as
well as category codes, and tax and financing information.

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 Creating an Equipment Master

► To enter location information

From the Equipment Information menu (G1311), choose Equipment Master.

1. On Work With Assets, complete the steps to locate a piece of equipment.

See Searching for Equipment.

2. Choose the record and then from the Row menu, choose Asset Location
Info and then Location.

3. On Location Information, complete the following fields:

• Location

• Start Date
The fields above might already contain default values from processing
options.

• Current Item Qty

• Original Item Qty

After you enter location information for a piece of equipment, you can assign
category codes and enter additional information, such as financing and tax
information.

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Equipment-Plant Maintenance

► To assign category codes to equipment

From the Equipment Information menu (G1311), choose Equipment Master.

1. On Work With Assets, complete the steps to locate a piece of equipment.

See Searching for Equipment.

2. Choose the record and then from the Row menu, choose Asset Master Info
and then Cat Codes 1-20.

3. On Asset Master - Category Code Revisions, complete any of the fields to

assign category codes to a piece of equipment.

4. From the Form menu, choose Additional Information.

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 Creating an Equipment Master

5. On Additional Asset Information, complete any of the following fields to

assign additional category codes:

• Category Code 21

• Category Code 22

• Category Code 23

6. Complete any of the following fields to further identify the equipment and
click OK:

• Remarks

• New or Used

• Financing Method

• State/Province

• Tax Entity

• Investment Tax Credit

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Equipment-Plant Maintenance

Field Explanation
Company A code that identifies a specific organization, fund, entity,
and so on. The company code must already exist in the
Company Constants table (F0010) and must identify a
reporting entity that has a complete balance sheet. At this
level, you can have intercompany transactions.
Note: You can use Company 00000 for default values, such
as dates and automatic accounting instructions. You cannot
use Company 00000 for transaction entries.
................................Form-specific information.................................
The system uses the company number from the parent
master record as a default value for the Company Number
field when you set up parent/component relationships.
Responsible BU An alphanumeric field that identifies a separate entity
within a business for which you want to track costs. For
example, a business unit might be a warehouse location,
job, project, work center, branch, or plant.
You can assign a business unit to a voucher, invoice, fixed
asset, employee, and so on, for purposes of responsibility
reporting. For example, the system provides reports of
open accounts payable and accounts receivable by business
units to track equipment by responsible department.
Security for this field can prevent you from locating
business units for which you have no authority.
Note: The system uses the job number for journal entries if
you do not enter a value in the AAI table.
................................Form-specific information.................................
If you want the asset or accumulated depreciation business
units to use the default value for the responsible business
unit, the responsible business unit and company number
must be in the same company. You set up the default
business unit on the Fixed Assets Constants form.
Account Number A field that identifies an account in the general ledger. You
can use one of the following formats for account numbers:
• Standard account number (business
unit.object.subsidiary or flexible format)
• Third G/L number (maximum of 25 digits)
• 8-digit short account ID number
• Speed code
The first character of the account indicates the format of
the account number. You define the account format in the
General Accounting Constants program.

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 Creating an Equipment Master

Field Explanation
Date Acquired The date your company acquired the equipment. If you use
J.D. Edwards Fixed Assets, the system also uses this date as
the date on which to start depreciation for the equipment.
If you want the system to calculate depreciation from a date
other than the date acquired, you can change the start
depreciation date on the Depreciation and Accounting
Values form.
Unit Number An alternate identification code that a company assigns to
assets. This is commonly the number stenciled on the
equipment. You can enter alphanumeric unit numbers up to
12-characters long. You are not required to use a unit
number to identify equipment. Every equipment unit
number must be unique.
Serial Number A 25-character alphanumeric number that you can use as an
alternate asset identification number. You might use this
number to track assets by the manufacturer’s serial number.
You are not required to use a serial number to identify an
asset. Every serial number that you enter must be unique.
Parent Number An identification code for an asset that you can enter in one
of the following formats:
1 Asset number (a computer-assigned, 8-digit,
numeric control number)
2 Unit number (a 12-character alphanumeric field)
3 Serial number (a 25-character alphanumeric field)
Every asset has an asset number. You can use unit number
and serial number to further identify assets as needed.
If this is a data entry field, the first character you enter
indicates whether you are entering the primary (default)
format that is defined for your system, or one of the other
two formats. A special character (such as / or *) in the first
position of this field indicates which asset number format
you are using. You assign special characters to asset number
formats on the Fixed Assets system constants form.
................................Form-specific information.................................
A number that identifies the immediate parent asset in a
parent/component relationship. For example, a car phone
and radar detector are components that belong to a car. If
you leave this field blank, the system uses the asset’s
primary identification number. If you change the parent
number, the system displays a window so you can enter the
date on which you assigned the asset a new parent.

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Equipment-Plant Maintenance

Field Explanation
Status A user defined code (12/ES) that identifies the equipment
or disposal status of an asset, such as available, down, or
disposed.
................................Form-specific information.................................
The system updates the value in this field when you run the
Asset Disposal program to dispose of the asset.
Inventory Number A number that the system assigns to an item. It can be in
short, long, or third item number format.
For process work orders, the item number is the process.
................................Form-specific information.................................
This is a number assigned in the Inventory Management
system that identifies equipment repair parts, parts lists, and
routings that relate to this asset or piece of equipment. For
example, the number could identify a replacement part for
which inventory is maintained. This number could also
identify the parts list and routing used to maintain this piece
of equipment. The inventory number is informational only
and is edited against the Inventory Master.
Last Asset Number An 8-digit number that uniquely identifies an asset.
Entered
Asset Number An 8-digit number that uniquely identifies an asset.
Revenue Account A field that identifies an account in the general ledger. You
can use one of the following formats for account numbers:
• Standard account number (business
unit.object.subsidiary or flexible format)
• Third G/L number (maximum of 25 digits)
• 8-digit short account ID number
• Speed code
The first character of the account indicates the format of
the account number. You define the account format in the
General Accounting Constants program.
Location The current physical location of an asset. Location must be
a valid business unit or job number in the Business Unit
Master table (F0006).

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 Creating an Equipment Master

Field Explanation
Start Date The date on which an address, item, transaction, or table
becomes active, or the date from which you want
transactions to appear. The way the system uses this field
depends on the program. For example, the date that you
enter in this field might indicate when a change of address
becomes effective, or it could be a lease effective date, a
price or cost effective date, a currency effective date, a tax
rate effective date, and so on.
................................Form-specific information.................................
The date that an asset was transferred to its current
location.
Note: After you create the master record, you must use the
Asset Transfer or Transfer Processing programs to make
changes to this field.
Current Item Qty This is the current number of units for an asset. The
current item quantity is used in conjunction with the
original quantity. The Current Item Quantity field should
always reflect the current or remaining amount of units.
................................Form-specific information.................................
The default value for this field is 1. If you dispose of a
portion of an asset’s original quantity, you should adjust the
current quantity downward to reflect the amount actually
remaining. If you change the current quantity for an asset, a
window appears so that you can enter a location and
effective date for the quantity change. If you split an asset,
the system automatically updates this field.
Original Item Qty The original number of units for an asset. If assets are
purchased and accounted for in quantities (more than one),
you can specify the original quantity purchased. For
example, if you purchase 100 office chairs, you would set
up one asset item with an original quantity of 100. Then, as
you disposed of office chairs, you would adjust the current
quantity to reflect the current balance. This adjustment
allows you to track assets purchased in bulk quantity on one
master record.
Amount - Investment Tax The amount of investment tax credit (ITC) to be
Credit considered in depreciation calculations.
New or Used A code of N indicates a new asset. A code of U indicates a
used asset. This code is used in computing the ITC
limitation on the acquisition of used assets.
Financing Method A user defined code (12/FM) that designates how a fixed
asset was acquired. For example, financed or purchased
outright.

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Equipment-Plant Maintenance

Field Explanation
State/Province A user defined code (00/S) for the state or province. This
code is usually a postal service abbreviation.
Tax Entity The address number of the tax authority to which property
taxes are paid.

See Also

• Working With Equipment Locations

• Searching for Equipment

Processing Options for Asset Master Information (P1201)

Edits

1. Enter a ’1’ to require the entry of a

unit number when doing an add.

Selection Value ____________

Defaults

1. Enter a ’1’ to default the location

from the responsible business unit.

Selection Value ____________

2. Enter a ’1’ to default the location

start effective date from the date
acquired. This will only occur if
the location start effective date is
left blank. Leave blank to default
the location start effective date
from the system date.

Selection Value ____________

3. Enter a ’1’ to default the cost

account information from the parent
asset when adding children assets.

Selection Value ____________

4. Enter a ’1’ to automatically create

asset account balances (F1202).
Leave blank to not create asset
account balances. Note: Account
balances are needed to track cost,
depreciation, etc. on an asset.

Selection Value ____________

Export

1. Enter the transaction type for the

export transaction. If left blank,

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 Creating an Equipment Master

interoperability processing will not

be performed.

Transaction Type ____________

2. Enter the outbound processor version

to call when performing
interoperability processing. If left
blank, XJDE0002 will be used.

Version ____________

What You Should Know About Processing Options

Accessing processing You use Work With Interactive Versions (P983051) to

options for Asset Master access the processing options for this program (P1201).
Equipment/Plant Management shares this program with
the Fixed Asset system.

See Working With Interactive Versions in the OneWorld

Foundation Guide.

Entering Supplemental Information

You can enter a variety of supplemental information for a piece of equipment. Use
supplemental information to further track, review, and report on the equipment in
your system. You set up and maintain supplemental information by defining
supplemental data types and entering information appropriate for each
supplemental data type. You define as many supplemental data types as you need.
For example, you might set up supplemental information for motor graders that
includes supplemental data types such as vibration readings, oil readings, condition
reports, and so on.

When you define supplemental data types, you specify the format in which you
want to record and track information. Valid formats include the following:

Code For supplemental data types in code format, you enter

information in predefined columns. When you enter
information in code format, you can also associate narrative
information with it.

Narrative For supplemental data types in narrative format, you enter

free-form text.

When you need to review supplemental information for a piece of equipment, you
can quickly determine whether a particular supplemental data type contains

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Equipment-Plant Maintenance

information. On Work With Supplemental Data, a check mark appears in the

leftmost field (unlabeled) next to rows for which supplemental data in code format
has been entered. In addition, regardless of the data format, if narrative data exists
for a supplemental data type, a paper clip appears when you place the mouse
pointer over the field. Equipment users use the supplemental database for Asset
Management (AM).

Entering supplemental information consists of the following tasks:

GEntering supplemental data in code format

GEntering supplemental data in narrative format

Before You Begin

GSet up supplemental data types for supplemental information. See Defining

Supplemental Data Types.

Entering Supplemental Data in Code Format

When you enter supplemental data in code format, the information appears in
predefined columns. For example, the form for entering oil readings might have
columns for oil contaminant, date, description, and amount.

To ensure consistency of data entry, the fields that require supplemental data are
typically associated with specific user defined code tables, or generic rates and
messages tables. Any value that you enter in one of these fields must be included in
the associated user defined code table or generic rates and messages table. For
example, assume that you have set up a supplemental data type for oil readings that
includes a field for oil contaminants. Further, assume that you associated the field
for oil contaminants with a user defined code table. The user defined code table
might list all of the valid oil contaminants for which you analyze data. If you
attempt to enter a contaminant that is not included in the user defined code table,
an error message appears.

► To enter supplemental data in code format

From the Supplemental Data menu (G1318), choose Data Entry.

1. On Work With Supplemental Data, to display a list of valid supplemental

data types for a piece of equipment, complete the following field with the
equipment number for the piece of equipment and click Find:

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• Supplemental Database Code

The name of this field corresponds to the Row Description for the Generic
Numeric Key 1 on Supplemental Database Setup. J.D. Edwards defines this
field as Asset Identification for the Asset Management database. Regardless
of how equipment constants are set up, you must enter an equipment
number.

2. Choose the row for the supplemental data type where you want to enter
supplemental data and click Select.
Supplemental data types that are in code format contain a C in the Data
Mode field.

3. On General Description Entry, complete the appropriate fields for this

supplemental data type in the detail portion of the form and click OK.

4. To enter additional narrative information about the data, choose the row for
the supplemental data type on Work With Supplemental Data, and then
choose Attachments from the Row menu.
The system displays Media Objects.

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Field Explanation
Supplemental Database A code that you use to set up databases for groups of
Code related supplemental data types. This code differentiates the
supplemental data types for various systems. For example,
the Employee (E) supplemental database contains data
types that you use to track additional employee information,
such as education and job skills. The supplemental database
code is used only in the OneWorld version of the
Supplemental Database.

See Also

• Working With Media Objects in the OneWorld Foundation Guide for more
information about entering narrative information

Entering Supplemental Data in Narrative Format

When you enter supplemental data in narrative format, you enter free-form text.
For example, you might set up a supplemental data type for transportation notes in
narrative format and use it to record general information regarding equipment
relocation.

You can determine whether narrative data exists for a particular supplemental data
type by the presence of a paper clip in the leftmost field (unlabeled) on Work With
Supplemental Data when you place the mouse pointer over the field.

► To enter supplemental data in narrative format

From the Supplemental Data menu (G1318), choose Data Entry.

1. On Work With Supplemental Data, to display a list of valid supplemental

data types for a piece of equipment, complete the following field with the
equipment number for the piece of equipment and click Find:

• Supplemental Database Code

The name of this field corresponds to the Row Description for the Generic
Numeric Key 1 on Supplemental Database Setup. J.D. Edwards defines this
field as Asset Identification for the Asset Management database. Regardless
of how equipment constants are set up, you must enter an equipment
number.

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 Creating an Equipment Master

2. Choose the row for the supplemental data type to which you want to enter
supplemental data and click Select.
Supplemental data types that are in narrative format contain an N in the
Data Mode field.

3. On Media Objects, choose Add from the File menu, then choose Text.

4. Enter the appropriate information, and then choose Save & Exit from the
File menu.

Processing Options for Supplemental Data (P00092)

Processing

1. Select the Supplemental Database Code ____________

for the system you would like to
create a central information index
for.

2. Enter a ’1’ if the system should not ____________

assign an ending effective date when
the field is left blank.

What You Should Know About Processing Options

Choosing a supplemental Equipment users use the supplemental database for Asset
database code Management.

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Entering Specification Information

Use specification data to enter static information for each piece of equipment. For
example, you might set up specification data to record and report on the
information from the equipment’s nameplate and the manufacturer’s specification
sheets.

The following graphic illustrates where you can obtain the static information on
the equipment.

Equipment name plate

AC Motor

Frame 120

H.P. 1 1/2 Type PEB15

Cycles 60 Volts 240

RPM 3450 Phase 3

Amps 3.0

Serial # 1105A768479

Machinery Manual

Specifications Sheet

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 Creating an Equipment Master

Equipment nameplates A nameplate is the metal plate attached to a piece of

equipment. The nameplate often includes information
about the equipment, such as the following:

• Model number
• Power requirements
• Manufacture date

Specification sheets Specification sheets come from the equipment

manufacturer. Specification sheets include specific
information about a piece of equipment, such as the
following:

• Operating and safety instructions

• Power
• Dimensions

You can define the specification data that you want to keep, in which positions the
data is entered, and the length of the data fields. You can also set up the
specification database so that the system will edit the data against user defined
code tables.

Before You Begin

GSet up specification types for specification information. See Setting Up

Specification Data.

► To enter specification information

From the Supplemental Data menu (G1318), choose Specification Data Entry.

1. On Work With Specification Data, complete the following fields and click
Add to access Specification Data Revisions:

• Asset Number

• Page Number

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Equipment-Plant Maintenance

2. On Specification Data Revisions, complete all appropriate fields and click

OK.
The fields that appear on this form vary, depending on how you set up
Specification Cross Reference Revisions. Work With Specification Data
reappears. Exit or enter another equipment number for which you want to
enter specification information.

Field Explanation
Asset Number An 8-digit number that uniquely identifies an asset.
Page No This is the page number within the Specification Sheets.
The Specification Data file (F1216) contains only 32 fields
per page. If a particular class of equipment needs more
than 32 fields to store the static data, you will have to create
a new page number with the file.

See Also

• Setting Up Specification Data

Entering Permit and License Information

Enter permit and license information to record permits, licenses, and certificates
for equipment. You can also track renewal dates and multiple state licenses. For
example, you can track certification information for equipment, such as bridge
cranes, and license renewal information for equipment that you transport to areas
under different licensing authorities.

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► To enter permit and license information

From the Equipment Information menu (G1311), choose Permit/License

Information.

1. On Permit/License Information, complete the following field and click

Find:

• Equipment Number

2. Complete the following fields:

• State

• License Number

3. Complete the following optional fields and click OK:

• Renewal Date

• Amount - License Fee

• Address Number - Licensing Agency

Field Explanation
Equipment Number An identification code for an asset that you can enter in one
of the following formats:
1 Asset number (a computer-assigned, 8-digit,
numeric control number)
2 Unit number (a 12-character alphanumeric field)
3 Serial number (a 25-character alphanumeric field)
Every asset has an asset number. You can use unit number
and serial number to further identify assets as needed.
If this is a data entry field, the first character you enter
indicates whether you are entering the primary (default)
format that is defined for your system, or one of the other
two formats. A special character (such as / or *) in the first
position of this field indicates which asset number format
you are using. You assign special characters to asset number
formats on the Fixed Assets system constants form.
ST A user defined code (00/S) for the state or province. This
code is usually a postal service abbreviation.
License Number The license number, used in combination with the license
state, and renewal date fields, allows you to enter specific
vehicle licensing data.

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Field Explanation
Renewal Date The license renewal date, used in combination with the
license state, number and agency fields, allows you to enter
specific vehicle licensing data. You can then print a tickler
report of license renewals by state using the License
Renewal report (P12423).
License Fee The license fee amount for this piece of equipment.
Issuing Agency Identifies the agency responsible for issuing this license.
This is an address book number, which allows for a
telephone number and address information.

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Working with Equipment Information

After you create equipment masters, you can perform a variety of tasks to manage
the information about the equipment. For example, you can do the following:

• Search for specific pieces of equipment or groups of related equipment

• Review a list of additional equipment information based on a particular
supplemental data type
• Attach and review messages about the equipment
• Change the location and status of equipment
• Track relationships between parent equipment and component equipment
Working with equipment information consists of the following tasks:

GSearching for equipment

GReviewing supplemental information

GWorking with message logs

GTracking equipment status

GWorking with parent and component information

Searching for Equipment

You can use Equipment Search to locate any piece of equipment. For example, if
you need to transfer a piece of equipment, but you don’t know its identification
number, you can locate the equipment by entering the description of the
equipment on Equipment Search. You can also use the other equipment
information that you know, such as equipment status or location, to search for all
pieces of equipment that share the same characteristics.

The following graphic illustrates the criteria by which you can search for
equipment, and many of the features that you can access directly from Equipment
Search:

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Equipment-Plant Maintenance

Search for Equipment by:

Company
Equipment Status
Description
Responsible Business Unit
Location
Category Codes

Exit to:

Equipment Master
Location Transfer
Parent History Inquiry
Search Like Equipment
Message Log
Cost Summary
Location History
License Tracking
Work Order Backlog
Equipment Backlog
Supplemental Data
PM Schedule
Completed PM
Supplemental Data

When you search for equipment, you can locate multiple pieces of similar
equipment or individual pieces of equipment. The more fields you complete on the
search forms, the more you narrow your search.

For example, if you need to see a list of all of your company’s backhoes, you can
enter as much information as you know about the backhoes. The system searches
the equipment information databases and displays all equipment that meets the
criteria that you enter in the fields.

► To search for equipment information

From the Equipment Information menu (G1311), choose Equipment Search.

1. On Work With Assets, click the Display tab.

2. Complete any combination of the following fields:

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 Working with Equipment Information

• Skip To Description

• Resp. Business Unit

• Location

• Skip To Asset

3. Click the Additional Selections tab.

4. Complete any combination of the following fields to further narrow your

search to specific equipment:

• Equipment Status

• Company

• Display Children

• Display Disposed

• Inventory Number

5. Click the Cat Codes 1-10 tab.

6. Complete any of the Category Code fields to further narrow your search to
specific equipment.

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Equipment-Plant Maintenance

After you enter category code information, you can click either of the
remaining Category Code tabs and enter additional category codes to further
narrow your search.

7. Click Find.
All equipment that matches your search criteria appears in the detail portion
of the form.

8. To review the equipment master for a particular piece of equipment, choose

its record, and then click Select.
Asset Master Revisions appears for the piece of equipment.

Field Explanation
Resp. Business Unit An alphanumeric field that identifies a separate entity
within a business for which you want to track costs. For
example, a business unit might be a warehouse location,
job, project, work center, branch, or plant.
You can assign a business unit to a voucher, invoice, fixed
asset, employee, and so on, for purposes of responsibility
reporting. For example, the system provides reports of
open accounts payable and accounts receivable by business
units to track equipment by responsible department.
Security for this field can prevent you from locating
business units for which you have no authority.
Note: The system uses the job number for journal entries if
you do not enter a value in the AAI table.
Location The current physical location of an asset. Location must be
a valid business unit or job number in the Business Unit
Master table (F0006).
Skip To Asset An identification code for an asset that you can enter in one
of the following formats:
1 Asset number (a computer-assigned, 8-digit,
numeric control number)
2 Unit number (a 12-character alphanumeric field)
3 Serial number (a 25-character alphanumeric field)
Every asset has an asset number. You can use unit number
and serial number to further identify assets as needed.
If this is a data entry field, the first character you enter
indicates whether you are entering the primary (default)
format that is defined for your system, or one of the other
two formats. A special character (such as / or *) in the first
position of this field indicates which asset number format
you are using. You assign special characters to asset number
formats on the Fixed Assets system constants form.

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 Working with Equipment Information

Field Explanation
Equipment Status A user defined code (12/ES) that identifies the equipment
or disposal status of an asset, such as available, down, or
disposed.
Company A code that identifies a specific organization, fund, entity,
and so on. The company code must already exist in the
Company Constants table (F0010) and must identify a
reporting entity that has a complete balance sheet. At this
level, you can have intercompany transactions.
Note: You can use Company 00000 for default values, such
as dates and automatic accounting instructions. You cannot
use Company 00000 for transaction entries.
Display Children A code that indicates whether you want children
(components) to appear with their associated parent assets.
Valid codes are:
On Both children and parent assets appear
Off Only parent assets appear
Display Disposed A code that indicates whether you want disposed assets to
appear. Valid values are:
On All selected assets appear, regardless of their
disposal status
Off Disposed assets do not appear
Inventory Number A number that the system assigns to an item. It can be in
short, long, or third item number format.
For process work orders, the item number is the process.

See Also

• Entering Basic Asset Information in the Fixed Asset Guide for the processing
options for this program

Reviewing Supplemental Information

You can review a list of additional equipment information based on a particular

supplemental data type. For example, assume that you have set up a supplemental
data type for capacity. You can review a list of all equipment for which you have
assigned the supplemental data type for capacity. You can use date selections to
limit the amount of information that the system displays. You can also review a list
of the additional information by supplemental data type that you assigned to
individual pieces of equipment. For example, you can review information for all
supplemental data types that you assigned to a particular motor grader.

Reviewing supplemental information consists of the following tasks:

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• Reviewing supplemental information by data type

• Reviewing supplemental information by asset

► To review supplemental information by data type

From the Supplemental Data menu (G1318), choose Supplemental Data Inquiry
by Data Type.

1. On Supplemental Inquiry by Data Type, complete the following field:

• Type Data

2. To limit the information that the system displays, complete the following
optional fields and click Find:

• Effective Date

• Ending Effective Date

• Skip to UDC

Field Explanation
Type Data A code that you assign to supplemental data so that you can
group data by categories.
Effective Date The effective date is used generically. It can be a lease
effective date, a price or cost effective date, a currency
effective date, a tax rate effective date, or whatever is
appropriate.
Ending Effective Date The date on which the item, transaction, or table becomes
inactive or through which you want transactions to appear.
This field is used generically throughout the system. It
could be a lease effective date, a price or cost effective date,
a currency effective date, a tax rate effective date, or
whatever is appropriate.

► To review supplemental information by asset

From the Supplemental Data menu (G1318), choose Supplemental Data Inquiry
by Asset.

1. On Supplemental Inquiry by Asset, complete the following field:

• Equipment Number

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2. To limit the information that the system displays, complete the following
optional fields and click Find:

• Beginning Date

• Ending Date

• Parent Number

• Company

• Location

Field Explanation
Equipment Number An identification code for an asset that you can enter in one
of the following formats:
1 Asset number (a computer-assigned, 8-digit,
numeric control number)
2 Unit number (a 12-character alphanumeric field)
3 Serial number (a 25-character alphanumeric field)
Every asset has an asset number. You can use unit number
and serial number to further identify assets as needed.
If this is a data entry field, the first character you enter
indicates whether you are entering the primary (default)
format that is defined for your system, or one of the other
two formats. A special character (such as / or *) in the first
position of this field indicates which asset number format
you are using. You assign special characters to asset number
formats on the Fixed Assets system constants form.
Beginning Date Beginning date of a recurring scheduled job. (i.e. Every
Monday, beginning Jan. 1)
Ending Date Use this field to specify the ending date of a recurring
scheduled job. For example, run every Wednesday until
12/15.
Parent Number A parent number groups related components together.
Each item of property and piece of equipment can be
associated with a parent item, if desired. For example, a
mobile telephone can be associated with a specific
automobile (the parent), a printer can be associated with a
computer (the parent), or a flat bed can be associated with a
specific truck chassis (the parent).
NOTE: If this is a data entry field, the default value is the
asset number. For example, if the asset number is 123, the
system assigns 123 to the parent number.

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Field Explanation
Company A code that identifies the company that owns or is assigned
to an asset or group of assets. You set up companies in the
system to represent a reporting level that has a complete
balance sheet and any intercompany transactions with other
companies. You can define a specific organization, entity,
partnership, and so on, as a company. You use company
numbers and names to define the companies in your
system.
Note: Use Company 00000 only for default values, such as
dates and automatic accounting instructions (AAIs). You
cannot use Company 00000 when entering transactions.
Location The current physical location of an asset. Location must be
a valid business unit or job number in the Business Unit
Master table (F0006).

Working with Message Logs

You can use message logs to enter short text messages that pertain to a piece of
equipment. You can also set up tickler dates or units to specify when you want to
receive a reminder message for the equipment.

For example, you can indicate a unit meter reading, such as miles or hours, or a
specific date when you want an equipment operator to receive a reminder message
for the scheduled maintenance of a piece of equipment.

Working with the equipment message log consists of the following tasks:

• Entering an equipment message

• Reviewing equipment messages

Entering an Equipment Message

You can classify messages by setting up message types, such as planned and actual
maintenance, and problem reports. Use the information that you enter to do the
following:

• Track problems and complaints about specific equipment

• Supplement scheduled or preventive maintenance
• Report on actual maintenance
You set up and maintain message types in user defined code table 12/EM.

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► To enter an equipment message

From the Equipment Information menu (G1311), choose Equipment Message

Log.

The Work With Message Log form shows a summarized view of all messages for a
particular piece of equipment. You can click Add to enter a new message or you
can enter an asset number to display messages and choose a message to review in
detail.

1. On Work With Message Log, click Add to access Message Log.

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2. On Message Log, complete the following fields:

• Equipment Number

• Message From

3. Type a message in the message portion of the form.

4. Complete only one of the following fields:

• Tickler M/H

• Tickler Date
If you do not enter a value for Tickler Miles/Hours, the system enters the
current date in the Tickler Date field. Any value that you enter in the Tickler
Date field overrides the date assigned by the system.

5. Complete the following optional field:

• Message Type
The Message Type field might already contain a default value.

Field Explanation
Message From The text that names or describes an address. This 40-
character alphabetic field appears on a number of forms
and reports. You can enter dashes, commas, and other
special characters, but the system cannot search on them
when you use this field to search for a name.

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Field Explanation
Tickler M/H The meter reading, in units such as miles or hours, at which
you want to receive a reminder message about an asset. If
you use this field, you must run the Update Message Log
program on a regular basis.
Tickler Date The date that you want to receive a reminder message about
an asset.
Message Type A user defined code (12/EM) that identifies the type of
message, such as A for Actual Maintenance or T for Lease
Terms. You use different message types for reporting and
control purposes.

See Also

• Understanding User Defined Codes

Reviewing Equipment Messages

You should periodically review messages to ensure that you have the most current
information about a piece of equipment. If a message exists for a piece of
equipment, a checkmark appears in the leftmost field (untitled) in the equipment’s
row on Work With Assets. You can access the Work With Message Log form
directly from Work With Assets or from a menu selection.

After you review a message, you can send the message to another piece of
equipment if necessary. This is especially useful if the contents of a message can
apply to multiple pieces of equipment and you need to quickly copy the message to
each piece of equipment.

► To review equipment messages

From the Equipment Information menu (G1311), choose Equipment Message

Log.

1. On Work With Message Log, complete the following field:

• Equipment Number

2. To limit the messages that appear, complete the following fields and click
Find:

• Through Date

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• Message Type

3. To review a message in detail, choose the message and click Select.

4. To attach the message to another piece of equipment, complete the

following field and click OK:

• Send To Asset
You can change other information about the message before you attach it to
another piece of equipment.

See Also

• Searching for Equipment

Processing Options for Equipment Message Log (P1205)

Defaults

Equipment Message Type ____________

Process

1. Enter the primary product for this

version. Enter a ’1’ for Equipment
and ’2’ for CSMS.

Select Product ____________

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Tracking Equipment Status

You can review the history of a piece of equipment by the statuses that have been
assigned to it, such as available, down, working, and standby. This is especially
useful to maintain an audit history of operational statuses and to determine the
amount of time that a piece of equipment has been idle due to downtime.

When you access Work With Status History, in addition to the statuses that have
been assigned to a piece of equipment, you can also review the following:

• The ending time (if applicable) and beginning time for each status, as well as
the associated dates
• The total hours associated with each occurrence of a particular status
• The lifetime meter reading at the time of the status change for any of the
statistical accounts that you have defined, such as hours, fuel, or miles
• The cumulative hours for all occurrences of a particular status over the life
of the equipment
• Remarks entered when you changed the status of the equipment
From Work With Status History, you can access Downtime Analysis, from which
you can determine the mean or average time between equipment failures. This is
especially useful when comparing actual equipment downtime with manufacturers’
specifications and analyzing the effectiveness of your maintenance program for a
particular piece of equipment.

Processing options allow you to revise existing remarks for any status change, enter
a new remark, or protect the Remark field from future revisions.

Tracking equipment status consists of the following tasks:

• Reviewing the status history of equipment

• Tracking mean time between failures for equipment

► To review the status history of equipment

From the Equipment Information menu (G1311), choose Status History.

On Work With Status History, complete the following field and click Find:

• Equipment Number
A history of each status assigned to the piece of equipment, from its
inception to the present, appears.

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► To track mean time between failures for equipment

From the Equipment Information menu (G1311), choose Status History.

1. On Work With Status History, complete the following field and click Find:

• Equipment Number

2. To access Downtime Analysis, choose Analysis from the Form menu.

3. On Downtime Analysis, complete the following fields and click OK:

• Start Effective Date

• Ending Effective Date

• Equipment Downtime Status

The mean time between failures appears for the piece of equipment.

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Field Explanation
Start Effective Date The date on which an address, item, transaction, or table
becomes active, or the date from which you want
transactions to appear. The way the system uses this field
depends on the program. For example, the date that you
enter in this field might indicate when a change of address
becomes effective, or it could be a lease effective date, a
price or cost effective date, a currency effective date, a tax
rate effective date, and so on.
Ending Effective Date The date on which the item, transaction, or table becomes
inactive or through which you want transactions to appear.
This field is used generically throughout the system. It
could be a lease effective date, a price or cost effective date,
a currency effective date, a tax rate effective date, or
whatever is appropriate.
Equipment Downtime A user defined code (12/ES) that identifies the equipment
Status or disposal status of an asset, such as available, down, or
disposed.

Processing Options for Status History (P1307)

Process

1. Enter a ’1’ to protect the Remarks

field. Enter a ’2’ to protect the
Remarks field if it is not blank.
Leave blank to allow modifications
to the Remarks field.

Protect Remarks ____________

2. Enter the Work Day Calendar to use

for the calculation of the number of
days for Equipment Analysis.

Work Day Calendar ____________

3. Enter the primary product for this

version. Enter a ’1’ for Equipment
and ’2’ for CSMS.

Select Product ____________

Working with Parent and Component Information

After you establish parent and component relationships in the equipment master,
you can review all the components for a specific piece of equipment. You can
track up to 25 levels of component relationships for a particular parent piece of
equipment. Review parent and component information so that you can do the
following:

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Equipment-Plant Maintenance

• Report on equipment costs at the parent or component level

• Track all components that have been assigned to a parent, or the parents to
which a specific component has been assigned
Working with parent/component information consists of the following tasks:

GReviewing parent and component history

GWorking with equipment components

Reviewing Parent and Component History

Use Parent History Inquiry to review parent and component history. You can
toggle between parent and component history to display all current or previous
parents for a component or all current or previous components for a parent. Use
date fields to limit your search to selected dates or leave the date fields blank to
review the entire history of a component or parent.

► To review parent and component history

From the Equipment Information menu (G1311), choose Parent History Inquiry.

1. On Work With Parent History, complete the following field and click Find:

• Asset Number

2. To alternately view parent or component formats, choose either Parent

Format or Component Format from the View menu.

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 Working with Equipment Information

Working with Equipment Components

You can use Work With Equipment Components to display and revise up to 25
levels of component information for a selected piece of equipment. This is
particularly useful for complex equipment assemblies, such as a production line.
After you locate a component, you can display its immediate parent or display its
components. In addition, you can revise the parent information for individual
components and change the sequence of the components.

Working with current equipment components consists of the following tasks:

• Reviewing equipment components

• Revising the parent information for a component
• Changing the sequence of components

► To review equipment components

From the Equipment Information menu (G1311), choose Equipment/Component

Relations.

1. On Work With Equipment Components, complete the following field and

click Find:

• Asset Number

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Equipment-Plant Maintenance

2. To limit the level of components that appear, complete the following field:

• Display Level

Related Tasks

Searching for similar After you have reviewed components for a particular piece
equipment of equipment, you can use Work With Equipment
Components to search for similar equipment. For example,
if you need to find motors within your system similar to a
motor that you inquired about, you can use the Search Like
Equipment selection from the Row menu to locate other
motors in your organization. The system searches for
similar equipment, based on the category codes of the
equipment about which you inquired.

► To revise parent information for a component

From the Equipment Information menu (G1311), choose Equipment/Component

Relations.

1. On Work With Equipment Components, complete the following field and

click Find:

• Asset Number

2. Choose the component whose parent number you want to revise and then
click Select.

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 Working with Equipment Information

3. On Asset Master Revisions, complete the following field and click OK:

• Parent Number

4. On Parent Change Date, complete the following field and click OK:

• Effective Date

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Equipment-Plant Maintenance

► To change the sequence of components

From the Equipment Information menu (G1311), choose Equipment/Component

Relations.

1. On Work With Equipment Components, complete the following field and

click Find:

• Asset Number

2. From the Form menu, choose Change Sequence.

3. On Change Sequence, complete the following field for each component, the
sequence of which you want to change, and then click OK:

• Display Seq

Processing Options for Equipment/Component Relations (P12011)

Defaults

1. Enter the default display level

Display Level ____________

2. Enter the default asset number

Asset Number ____________

Versions

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 Working with Equipment Information

Enter the default DREAM writer versions

1. Asset Master (P1201) ____________

2. Location Inquiring (P12215) ____________

3. Backlog Management (P48201) ____________

4. Cost Summary (P122101) ____________

5. Parent History (P12212) ____________

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Working with Equipment Locations

You can record equipment location information to indicate where and when
equipment is physically moved. You can update equipment location information
for planned and current relocations and keep a log of all historical relocations. For
example, you can do the following:

• Record equipment relocations from one job or business unit to another

• Create location transactions for single pieces of equipment or groups of
equipment
• Relocate equipment from multiple locations to a single location to
consolidate multiple tracking records
• Review historical, current, and planned location tracking information
• Record equipment relocations out of sequence
• Associate text with equipment location transactions
Working with equipment location consists of the following tasks:

GEntering location information

GRevising location information

Entering Location Information

You enter equipment location information into the system so you can track
equipment locations as you physically transfer equipment from one job site or
business unit to another. If you have multiple quantities of an equipment item,
such as scaffolding, you can also do the following:

• Relocate quantities of the same equipment item to more than one current
location
• Relocate quantities of the same equipment item to a single location from
more than one current location
When you update the location information for a piece of equipment, the system
automatically updates the following fields in the Asset Master table (F1201):

• Equipment Status

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Equipment-Plant Maintenance

• Location and Start Date (if the current transfer beginning date is greater
than the existing location/start date and you have only one current location)
When you relocate partial quantities of a piece of equipment, the system changes
the location code of the original location record to a history record for the full
quantity of the equipment. In addition, the system creates separate location records
for the equipment, as follows:

• For the partial quantity of equipment that remains at the original location,
the system creates a new location record with a location code of current
• For the partial quantity of equipment that you relocate, the system creates a
new location record with a location code of current
When equipment has multiple current locations, the Location and Start Date fields
in the equipment master are blank. The system message Multiple Current Locations
appears in the location description line.

The system automatically consolidates multiple current locations when you enter
location information for multiple pieces of the same equipment that have identical
billing information. For example, for equipment that is in multiple locations, if you
enter location information that includes identical relocation dates, times, and
billing information, the system creates a single location record for the equipment
and applies a location code of current to the record.

When you change location information for equipment that is a parent, the system
automatically relocates all components that are at the same location as the parent
to the new location.

When you enter location information into the system, the system updates the
Location Tracking table (F1204).

► To enter location information

From the Equipment Location Tracking menu (G1314), choose Work With
Locations.

1. On Work With Locations, complete the following field and click Find:

• Asset Number

2. Choose the asset and choose Location Transfer from the Row menu. If
more than one asset is displayed and you want to transfer all the assets
showing, choose Transfer from the Form menu.

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 Working with Equipment Locations

3. Choose Clear from the Form menu to clear the information from the
equipment’s last location.
Note: If you do not clear the information from the form before executing
the transfer, information from the last location will be carried to the new
location.

4. In the Transfer portion of the form, complete the following required fields:

• To Location

• Effective Date

5. In the Transfer portion of the form, complete the following optional fields:

• From Location

• Time Stamp - Beginning

• Transfer Number

6. To transfer one piece of equipment, choose the asset and choose Transfer
Rows from the Row menu. To transfer more than one piece of equipment,
use the Control key or Shift key to select the assets, then choose Transfer
Rows from the Row menu.
Note: Only the assets that have a value of C (current) in the Location Code
field will be transfered. Assets with a value of H (historical) in the Location
Code field will not be transferred because those records are shown as an
audit trail for the transfer program.

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Equipment-Plant Maintenance

Field Explanation
To Location An alphanumeric field that identifies a separate entity
within a business for which you want to track costs. For
example, a business unit might be a warehouse location,
job, project, work center, branch, or plant.
You can assign a business unit to a voucher, invoice, fixed
asset, employee, and so on, for purposes of responsibility
reporting. For example, the system provides reports of
open accounts payable and accounts receivable by business
units to track equipment by responsible department.
Security for this field can prevent you from locating
business units for which you have no authority.
Note: The system uses the job number for journal entries if
you do not enter a value in the AAI table.
Effective Date The effective date is used generically. It can be a lease
effective date, a price or cost effective date, a currency
effective date, a tax rate effective date, or whatever is
appropriate.
................................Form-specific information.................................
The location start date for this piece of equipment.
When you specify dates for location information, note the
following guidelines:
• The system will not accept location information if
the relocation date is after the equipment’s
disposal date.
• Any location information that you enter with a
date after the system date must have a location
code of Planned (P).
From Location Identifies a separate entity within a business for which you
wish to track costs, for example, a warehouse location, job,
project, work center, or branch/plant. The business unit
field is alphanumeric.
You can assign a business unit to a voucher, invoice, fixed
asset, and so forth, for responsibility reporting. The system
provides reports of open A/P and A/R by business unit,
for example, to track equipment by responsible department.
Business Unit Security can prevent you from inquiring on
business units for which you have no authority.
Beginning Time The amount of time between the date and time that you
enter the call and the date and time that you assign the call.
Transfer Number A number that identifies a transfer record for an asset or
group of assets. You can assign this number to new transfer
records. If you leave this field blank when you perform a
location transfer, the system assigns the transfer record a
number from Next Numbers.

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 Working with Equipment Locations

Related Tasks

Entering location You enter location information out of sequence when you
information out of record the relocation of equipment from a location where it
sequence does not currently reside. If you do not change the From
Location field, the system sorts the location records by date
and determines whether to create a new location tracking
line or update an existing location record.

For example, the system indicates Yard as the current

location of a truck. You have physically transferred the
truck to job site B, but due to paperwork delays you have
not entered the transfer date into the system. Meanwhile,
you need to relocate the truck from job site B to job site C.

If you enter the new location information for the truck

indicating the relocation from job site B to job site C, the
system creates a history location for job site B and a current
location for job site C. The history location for job site B
indicates a duration of zero because you have not indicated
when the truck was relocated from the Yard to job site B.

When you enter the relocation information regarding the

transfer from the Yard to job site B, the system revises the
location dates for Yard and job site B. The system also
updates the duration that the equipment was actually at job
site B.

Processing Options for Location Transfer (P12115)

Display

Enter a ’1’ to suppress the display of

the meter reading fields. Leave
blank to display them.

1. Display Meters ____________

Process

Enter a ’1’ to NOT update the following

child fields when transferring the
parent. Leave blank to update the
child’s field with the parent’s
field when transferring the parent..

1. Update child’s Rate Code ____________

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Equipment-Plant Maintenance

2. Update child’s Billing Amount ____________

Defaults

Enter the Default values for the

following fields.

1. Location Code ____________

2. Location ____________

Revising Location Information

You can use Location Revisions to review and revise location tracking information
for a piece of equipment. You can review current, planned, and historical location
information for individual pieces of equipment, or review all information for a
particular location. You can enter specific dates to limit the information that the
system displays. You can also delete current and planned location information.

After you review location information for a piece of equipment, you can make
revisions to individual equipment locations. For example, you can revise the status
of the equipment, meter reading information, or transfer number. You can also
enter text messages for specific locations. For example, you might want to note
specific instructions or explanations for a location.

You can also delete individual location information for current and planned
locations. When you delete current location information, the system causes the
most recent historical location to revert to the current location. When you specify
that the system delete current location information for a piece of equipment that
has more than one current location, it deletes all of the current locations with the
same date and makes the prior equipment locations current.

Before You Begin

GVerify that the equipment master includes a beginning location and start
date. See Entering Location Information for information about using Location
Transfer to update beginning location and start date fields on the equipment
master.

► To revise location information

From the Equipment Location Tracking menu (G1314), choose Work With
Locations.

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 Working with Equipment Locations

1. On Work With Locations, to specify the location information that you want
to revise, complete any combination of the following fields in the header
area of the form and click Find:

• Asset Number

• Location

• Transfer Number

• From Date

• Thru Date

• Location Code

2. Choose the record that you want to revise and click Select.

3. On Location Revisions, complete any of the following fields:

• Ending Date

• Ending Time
You can change only the ending dates and ending times for current and
planned locations.

4. Click the Transfer Information tab and complete any of the following fields:

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Equipment-Plant Maintenance

• Transfer Number

• Equipment Status

• Remark

• Curr Meter Reading

• Orig Meter Reading

• Column

• Row

5. Click the Billing Information tab.

6. Complete any of the following optional fields under the Billing Information
heading, and then click OK.

• Transfer Action Code

• Equipment Rate Code

• Business Unit

• Object Account

• Subsidiary

• Subledger

• Subledger Type

• Billing Amount

7. On Work With Locations, choose Text from the Row menu to enter
location tracking text for the selected piece of equipment.

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 Working with Equipment Locations

8. On Location Tracking Text Revisions, type a message in the Text area and
click OK.

9. To return to Work With Locations, click Cancel.

10. On Work With Locations, click Close.

Field Explanation
Asset Number An identification code for an asset that you can enter in one
of the following formats:
1 Asset number (a computer-assigned, 8-digit,
numeric control number)
2 Unit number (a 12-character alphanumeric field)
3 Serial number (a 25-character alphanumeric field)
Every asset has an asset number. You can use unit number
and serial number to further identify assets as needed.
If this is a data entry field, the first character you enter
indicates whether you are entering the primary (default)
format that is defined for your system, or one of the other
two formats. A special character (such as / or *) in the first
position of this field indicates which asset number format
you are using. You assign special characters to asset number
formats on the Fixed Assets system constants form.

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Equipment-Plant Maintenance

Field Explanation
Location Code A code that indicates the type of location record. You can
enter the following valid values:
C Current. Displays only the current location for an
asset.
H Historical. Displays all previous locations for an
asset.
P Planned or scheduled. Displays only the planned
location dates for an asset. You enter planned
locations for an asset in the Equipment/Plant
Management system.
* Displays all locations (current, planned, and
historical) that meet your search criteria.
The default value for this field is C.
NOTE: You cannot change historical (type H) location
records. The system automatically updates location records
to type H when you change the location and start date of an
asset.
Ending Date The date that the asset was removed or returned from a
particular location.
Ending Time The amount of time between the date and time that you
enter the call and the date and time that you assign the call.
Transfer Number A number that identifies a transfer record for an asset or
group of assets. You can assign this number to new transfer
records. If you leave this field blank when you perform a
location transfer, the system assigns the transfer record a
number from Next Numbers.
Equipment Status A user defined code (12/ES) that identifies the equipment
or disposal status of an asset, such as available, down, or
disposed.
Curr Meter Reading The current meter reading of the piece of equipment. This
field is informational only.
Orig Meter Reading The original meter reading when the piece of equipment
started at the job. This field is informational only.
Column A code that identifies a location in a warehouse. This code
is used in conjunction with a bin and lot identifier, to
indicate a specific, tangible storage area within a warehouse
or yard.
Row A specific storage location within a warehouse or store. The
system uses the bin with an aisle location to identify a
storage area whose width, depth, and height can be readily
measured.

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 Working with Equipment Locations

Field Explanation
Transfer Action Code For Equipment Location Billing clients only. This code
indicates whether a piece of equipment was rented or sold
to the job to which it was transferred, or sold to the job and
subsequently bought back. When you rent equipment to a
job, the Location Billings program bills the job
continuously, using the rental rates that you set up the
Rental Rates form (P1301) to determine the amount to bill.
When you sell equipment to a job, the Location Billings
program bills the job one time, using the equipment’s
replacement value as the amount to bill. When you sell
equipment to a job and subsequently buy back the
equipment, the system bills the job for the difference
between the equipment’s replacement cost and the buyback
percentage of the replacement cost. You define the buyback
percentage in Rental Rules.
Valid codes are:
1 Rented to the job
2 Sold to the job
3 Sold to the job and subsequently bought back
4 Future Use
Note: This field is used only in Equipment Management. It
is not used in Fixed Assets.
Equipment Rate Code A user defined code (00/RC) that indicates a billing rate,
such as DY for daily, MO for monthly, and WK for weekly.
You can set up multiple billing rates for a piece of
equipment.
If you leave this field blank, the system searches for a valid
billing rate in the following sequence:
1. Account Ledger Master (F0901) - This table
contains the most detailed rate information. You
can assign multiple rates for a job. For example,
you can set up separate rates for different
equipment working conditions.
2. Job or Business Unit Master (F0006) - This table
contains less detailed rate information than the
Account Ledger Master. You can only set up a
single rate for a job based on this table.
3. Rental Rules (F1302) - This table contains the
least detailed rate code information. The system
searches this table according to the criteria you
establish when setting up the table.

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Equipment-Plant Maintenance

Field Explanation
Business Unit An alphanumeric field that identifies a separate entity
within a business for which you want to track costs. For
example, a business unit might be a warehouse location,
job, project, work center, branch, or plant.
You can assign a business unit to a voucher, invoice, fixed
asset, employee, and so on, for purposes of responsibility
reporting. For example, the system provides reports of
open accounts payable and accounts receivable by business
units to track equipment by responsible department.
Security for this field can prevent you from locating
business units for which you have no authority.
Note: The system uses the job number for journal entries if
you do not enter a value in the AAI table.
Object Account The portion of a general ledger account that refers to the
division of the Cost Code (for example, labor, materials,
and equipment) into subcategories. For example, dividing
labor into regular time, premium time, and burden.
Note: If you are using a flexible chart of accounts and the
object account is set to 6 digits, J.D. Edwards recommends
that you use all 6 digits. For example, entering 000456 is not
the same as entering 456, because if you enter 456, the
system enters three blank spaces to fill a 6-digit object.
Subsidiary A subdivision of an object account. Subsidiary accounts
include more detailed records of the accounting activity for
an object account.
Subledger A code that identifies a detailed auxiliary account within a
general ledger account. A subledger can be an equipment
item number or an address book number. If you enter a
subledger, you must also specify the subledger type.
Subledger Type A user defined code (00/ST) that is used with the Subledger
field to identify the subledger type and how the system
performs subledger editing. On the User Defined Codes
form, the second line of the description controls how the
system performs editing. This is either hard-coded or user
defined. For example:
A Alphanumeric field, do not edit
N Numeric field, right justify and zero fill
C Alphanumeric field, right justify and blank fill

Processing Options for Work With Locations (P12215)

Update

Enter a ’1’ to allow Updates to Planned

Locations Only. Enter a ’2’ to allow
Updates to Current Locations Only.

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 Working with Equipment Locations

Leave blank to allow Updates to all

Locations.

1. Update ____________

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Maintenance Costing
Maintenance Costing

Because the Equipment/Plant Management system is closely integrated with the

General Accounting system, you can enter and track costs for your equipment,
review the costs, and print a variety of equipment cost reports. The system
identifies costs that are specific to equipment based on the fixed asset range (FX
range) of accounts in the automatic accounting instructions (AAIs). The FX range
of accounts include the following:

Maintenance expense Maintenance accounts track costs associated with the

accounts upkeep of equipment, such as labor and parts.

Operating expense Operating expense accounts track costs associated with

accounts operating the equipment, such as fuel, licensing, and
certification.

Equipment revenue Equipment revenue accounts track the revenue generated

accounts by a piece of equipment.

Statistical accounts Statistical accounts track units, such as hours, miles, and
gallons, that are associated with the use a piece of
equipment.

Although statistical accounts are within the FX range of

accounts, they are not used for maintenance costing.

Although typically most maintenance costs for equipment enter the system
through maintenance work orders, you can enter equipment costs through any J.D.
Edwards system that creates journal entries for business transactions in the
Account Ledger table (F0911), such as:

• General Accounting
• Accounts Payable
• Payroll
• Inventory Management
• Procurement
• Work Order Management

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Equipment-Plant Maintenance

The following graphic shows the types of journal entries that affect equipment
costs, and how those entries are assigned to equipment:

Accounts Payable Payroll Inventory

Equipment Billing Statistical Accounts

Time Entry External Source

KM

Post to General
Location Billing Ledger Account Meter Readings
Balances
(F0902)

Revise
Unposted
Entries
Post

Fixed Assets
and
Equipment
Account
Balances
(F1202)

After the system creates journal entries for the equipment costs that you enter, you
post the entries to the general ledger, and then to equipment. When you post
journal entries to the general ledger, the system updates the Account Balances table
(F0902). When you post to equipment, the system updates the Asset Account
Balances table (F1202). You can manually post journal entries to equipment, or
you can set up your system to post the journal entries to equipment when you post
the entries to the general ledger.

After you enter journal entries and post them to the proper accounts, you can
review your costs using a variety of programs and reports.

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 Maintenace costing

Maintenance costing consists of the following tasks:

GWorking with the general ledger

GAdding costs to work orders

GReviewing maintenance costs

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Working with the General Ledger

You can revise equipment journal entries that have been posted to the general
ledger but have not yet been posted to equipment. For example, you might want to
review journal entries to ensure that all of the necessary equipment information,
such as equipment numbers, is included. You can also work with G/L journal
entries to prevent certain transactions that are within the FX range of accounts in
the AAIs from posting to equipment. For example, if you have transactions that
you record to make corrections to the general ledger, you might want to prevent
them from posting to equipment. In addition, you can print a report that shows
transactions that have not been posted to equipment. When you are satisfied with
the integrity of the journal entries, you can post them to equipment.

Working with the general ledger consists of the following tasks:

GRevising unposted journal entries

GSplitting unposted journal entries

GPrinting the Journal Entries report

GPosting G/L journal entries to equipment

Revising Unposted Journal Entries

Use Revise Unposted Entries to make changes to journal entries before they are
posted to equipment. For example, you can do the following:

• Revise or add an equipment number to a journal entry

• Revise or add a description to further explain a journal entry
• Create an equipment master for a journal entry that includes an asset cost
account for a piece of equipment that isn’t yet in the system
• Revise the hold or pass code on a journal entry to prevent it from posting to
equipment
Note: To ensure the integrity of your transaction records and audit trails, the
system prevents changes to account information that has already been posted to
the general ledger, such as the following:

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Equipment-Plant Maintenance

• G/L account number

• Amount
• G/L date

► To revise unposted journal entries

From the Posting G/L to Fixed Assets menu (G1212), choose Revise Unposted
Entries.

1. On Work With Unposted Entries, to locate a journal entry, complete any of

the fields in the header area of the form and click Find.

2. To add or revise the description for a transaction, complete the following

field in the detail area of the form:

• Name - Alpha Explanation

3. To change the hold code for a transaction, complete the following field in
the detail portion of the form:

• HC

4. To prevent a transaction from posting, turn on the Fixed Asset Post/Passed

Code (PC) field in the header area of the form:

• PC

5. To review existing master information for a piece of equipment or to

interactively create an equipment master for a particular transaction, choose
the record for the transaction and choose Asset Master from the Row menu.
The system displays Work With Assets, from which you can search for or
create equipment masters.

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 Working with the General Ledger

Field Explanation
HC The Alternate G/L Posting Codes are used for
transactional posting other than the normal G/L posting.
This hold code is used in conjunction with the F/A system.
Only those records with a “batch rear end” value of blank,
G/L post code of P and hold code value of blank will be
selected in the Post Unposted F/A Entries program.
If there are records that have been posted to G/L, but
should not be posted to F/A, you can update this hold
code to any character other than X or *. The X code is
reserved for F/A Time Entry. The * code is reserved for
selection of all hold codes in Revise Unposted Entries
(P12102).
................................Form-specific information.................................
This field appears twice on Work With Unposted Entries.
Hold Code. Enter a value in this field to locate specific
transactions.
HC. The value in this field is informational only. Use Revise
Unposted Entries to revise the hold code for individual
records.

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Equipment-Plant Maintenance

Field Explanation
PC The valid post codes for fixed asset transactions are as
follows:
Blank Unposted. Transaction has not yet been
posted to the Item Balances table (F1202).
P Pass. Transaction does not fall within the FX
range of accounts as set up in automatic
accounting instructions (AAIs) and will not post
to fixed assets. You can manually update this field
to P through the Revise Unposted Entries
program (P12102). Use P in this field when the
account number is within the fixed asset range of
accounts, but you do not want the transaction to
post to fixed assets. You can change this field
from blank to P or from P to blank.
* Posted. Transaction has been posted to the Item
Balances table. You cannot change this value.
................................Form-specific information.................................
This field appears twice on the Work With Unposted
Entries form.
FA Pass Code. Enter a value in this field to locate specific
transactions. Transactions with an asterisk (*) in this field
have already been posted to fixed assets. These transactions
do not appear on Revise Unposted Entries. To view all
fixed asset transactions, regardless of post code, enter @ in
this field.
PC. Use this field to manually update a transaction to a P
status.

See Also

• Creating an Equipment Master

Processing Options for Revise Unposted Entries (P12102)

Update

1. Enter ’1’ to allow the posting of

cost to a different account than
defined in the Asset Master. Leave
blank (default) to prevent posting
of cost to a different account
defined in the Asset Master.

Allow Different Cost ____________

Versions

1. Enter the version of Order Inquiry

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 Working with the General Ledger

Details (P4310) to call when the

form exit is selected. Leave blank
(default) to call version ZJDE0006.

Version ____________

Splitting Unposted Journal Entries

You can split a journal entry into two or more entries before you post them to
equipment. You might split unposted journal entries when an accounts payable
invoice for multiple pieces of equipment is distributed to one account, but you
need to capitalize each piece separately.

For example, an invoice for computers can be distributed in the full amount to the
G/L asset account for computers. However, you might want to capitalize each
computer separately in equipment. You can split the original journal entry for
computers into several pieces of equipment, such as central processing unit,
printer, monitor, and keyboard.

Note: When you split a journal entry into two or more entries, the new totals must
equal the total amount of the original journal entry.

► To split unposted entries

From the Posting G/L to Fixed Assets menu (G1212), choose Revise Unposted
Entries.

1. On Work With Unposted Entries, to locate a specific journal entry,

complete any of the fields in the header portion of the form and click Find.

2. Choose the record for the journal entry and then choose Split from the Row
menu.

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Equipment-Plant Maintenance

3. On Split Journal Entry, complete the following fields:

• Asset Number

• Amount

• Name - Remark Explanation

4. Complete the following optional field and click OK:

• Units

See Also

• Revising Unposted Journal Entries for the processing options for this program

Printing the Journal Entries Report

From the Posting G/L Entries to Fixed Assets menu, (G1212), choose Unposted
Fixed Asset Transactions.

You can print the Unposted Fixed Asset Transactions report to view a list of all
transactions that have been posted to the general ledger but not to equipment. The
FX range of accounts in the AAIs identifies the beginning and ending range of
asset accounts that can post to equipment. The Unposted Fixed Asset
Transactions report is a printed version of Revise Unposted Entries.

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 Working with the General Ledger

If you post a journal entry that does not include an equipment number, the No Item
Master Record message appears on the report. You should create an equipment
master for the equipment and attach the new equipment number to the journal
entry.

See Also

• R12301, Unposted Fixed Asset Transactions in the Reports Guide for a report
sample

Posting G/L Journal Entries to Equipment

After you verify the information in the unposted equipment journal entries, you
must post the entries to the Asset Account Balances table (F1202). All journal
entries that are within the FX range of accounts in the AAIs must be posted to the
Asset Account Balances table to update the Equipment/Plant Management system
with current transaction records.

Posting G/L journal entries to equipment consists of the following tasks:

GPosting a batch of journal entries

GVerifying the post process

Posting a Batch of Journal Entries

From the Posting G/L to Fixed Assets menu (G1212), choose Post G/L Entries
to Fixed Assets.

Before G/L journal entries can be posted to equipment, the system verifies that
each entry includes the following:

• A G/L post code of P (posted to the Account Ledger table)

• An account that is within the FX range of accounts that you set up in the
AAIs
• A fixed asset post code of blank
• A valid equipment number or an account that is within the cost account
range (FA range) of accounts in the AAIs
• A hold code of blank

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Equipment-Plant Maintenance

When you run the Post G/L Entries to Assets program, the system posts all
equipment journal entries to the Asset Account Balances table (F1202) and marks
each transaction as posted.

Verifying the Post Process

After the post process is complete, the system generates a Post Unposted Fixed
Asset Entries report. You can review this report to verify the results of the post.
The report indicates all journal entries that were not posted and the reason why. It
also notes any automatic processes that might have occurred during the post.

Three messages can appear in the Message Area column on this report:

Asset Master Record This message indicates that the system created an asset
Created master and its corresponding balance record for a posted
transaction. If you do not create these records for a piece of
equipment before you run the post program, the system
automatically creates them under the following
circumstances:

• The equipment number is blank in the Account Ledger

table (F0911).
• The object account is within the FA range of accounts
in the AAIs.
• You use the Post G/L Entries to Assets program to
run the post.

The system creates asset masters and balance records based

on the values that you enter when you set up equipment.

Asset Number Assigned If you did not assign an equipment number to an unposted
journal entry, this message indicates that the system has
automatically assigned an equipment number based on the
FA range of accounts in the AAIs.

Unable to Post - The This message indicates that you did not assign an
record is not in the Asset equipment number to an unposted journal entry and the
Master Table system was unable to assign a number automatically.

You can also verify the results of the post to equipment online. To review posted
equipment transactions and the effects of the post on other account information,
access the following forms:

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 Working with the General Ledger

Equipment Search Review new equipment and corresponding equipment

masters that are generated by the post. This is particularly
useful if you split a general ledger transaction before
running the Post G/L Entries to Assets program.

Cost Summary Review how the new transactions affect cost accounts and
balances.

See Also

• Posting G/L Journal Entries to Fixed Assets in the Fixed Assets Guide for the
processing options for this program

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Reviewing Maintenance Costs

To help manage maintenance-related costs within your organization, you can

review inception-to-date, year-to-date, and month-to-date account balances for
individual pieces of equipment. You can also do the following:

• Review one subledger or all subledgers for a specific piece of equipment

• Review detailed or summarized account balance information
• Display equipment account balances in currency amounts or in units and per
unit costs
• Review maintenance costs by shop or job
Reviewing maintenance costs consists of the following tasks:

GReviewing equipment costs

GReviewing shop costs by cost account

GReviewing shop costs by repair code

GReviewing shop costs using Job Status Inquiry

GReviewing work order costs

You can review maintenance costs either by cost account or repair code. When
you review by cost account, the system displays all accounts in object account
order. When you review by repair code, the system displays accounts in subsidiary
account order, beginning with the account that you indicate.

Cost account A cost account is an object account that typically represents

a type of cost. Examples of cost accounts include the
following:

• Labor
• Parts
• Materials

Review maintenance costs by cost account when you need

an abbreviated income statement and balance sheet for a
specific piece of equipment or for a shop.

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Equipment-Plant Maintenance

Repair code A repair code is a subsidiary account that represents a

subdivision of a cost account. You can use repair codes to
keep detailed records of the accounting activity for a
particular cost account. Examples of repair codes include
the following:

• Preventive maintenance
• Emergency repairs
• Electrical repairs
• Mechanical repairs

Review maintenance costs by repair code when you need a

managerial perspective of costs related to a specific type of
repair.

See Also

• Posting G/L Journal Entries to Equipment for more information about how
costs and expenses are assigned to equipment

Reviewing Equipment Costs

To help manage costs related to equipment maintenance within your organization,

you can review inception-to-date, year-to-date, and month-to-date account
balances for individual pieces of equipment. You can also do the following:

• Review one subledger or all subledgers for a specific piece of equipment

• Review detailed or summarized account balance information
You can view equipment costs either by cost account or repair code. When you
review costs and expenses by cost account, the system displays all accounts in
object account order. By reviewing costs by cost account, you get a financial
perspective of business costs. For example, you can review the following:

• Acquisition costs
• Depreciation amounts
• Maintenance expenses
• Operating expenses
When you review costs by repair code, the system displays accounts in subsidiary
account order, beginning with the account that you indicate. For example, you

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 Reviewing Maintenance Costs

might have a cost account for labor. You can set up repair codes to track labor
costs for different types of repairs, such as preventive maintenance repairs,
emergency repairs, electrical repairs, and mechanical repairs, within the labor cost
account.

View costs by repair code to access the following:

• All repair costs for a particular piece of equipment

• Subsidiary accounts to review costs associated with a certain type of repair
• Object accounts, such as labor, parts, or materials specific to a particular
repair code
You can use processing options to assign default values for the following:

• Ledger type
• Detailed or summarized information
• Amounts or statistical units

► To review equipment costs

From the Cost Inquiries and Reports menu (G1312), choose Cost Summary by
Cost Account.

1. On Work With Cost Summary, choose a tab to review costs by cost account
or repair code.

2. Complete one of the following fields:

To review account information by specific account, use this field:

• Skip to Account or Code

To review costs for a specific piece of equipment, use this field:

• Asset Number

3. Complete the following optional fields.

• From Date/Period

• Thru Date/Period

• Ledger Type

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Equipment-Plant Maintenance

4. Click the Additional Selection Tab.

5. Complete the following optional fields:

• Units/Unit Cost

• Detail/Summary

• Subledger

• Subledger Type
You can use processing options to populate this form with certain default
values. Any values that you enter on this form will override the default
values that you assign with processing options.

6. To specify how totals are displayed, click one of the following options and
click Find:

• Total by Code (Subsidiary)

• Total by Account (Object)

7. To review the posted transactions for an individual account balance, choose

the record and then choose Asset Ledger Inquiry from the Row menu.

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 Reviewing Maintenance Costs

Field Explanation
Ledger Type A user defined code (09/LT) that specifies the type of
ledger, such as AA (Actual Amounts), BA (Budget
Amount), or AU (Actual Units). You can set up multiple,
concurrent accounting ledgers within the general ledger to
establish an audit trail for all transactions.
Units/Unit Cost A code that determines whether the system displays
amounts or statistical units. You can use statistical units to
track equipment information for a piece of equipment.
Valid values are:
N Display currency amounts. This is the default
value.
Y Display statistical units such as hours. The
statistical units you define for this code are stored
in the AT00 automatic accounting instruction.
A Display statistical units such as those used to
indicate fuel consumption. The statistical units
you define for this code are stored in the FMA
automatic accounting instruction.
B Display statistical units such as miles. The
statistical units you define for this code are stored
in the FMB automatic accounting instruction.
Equipment can accumulate usage amounts based
on hours, miles, fuel, and so on. When you
display equipment costs by units or unit cost, the
first account listed shows the number of units
that have accumulated for that piece of
equipment. The remaining account balances
reflect actual amounts divided by the total units or
a per unit cost for each account.

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Field Explanation
Detail/Summary A code that you enter with one of the following values:
D No summarization
O Object account level of summarization when
sequencing by object
R Subsidiary account level of summarization when
sequencing by subsidiary
S Complete summarization by Automatic
Accounting Instruction object account
When sequencing by object account, D and O are valid
values. S is valid only for Fixed Assets. When sequencing by
subsidiary account, D is a valid value. R is valid only for
Equipment Management.
Note: If you wish to see the transaction ledger for a
particular account, you cannot summarize. If you are
displaying miles or units, these amounts are always
summarized.

See Also

• Reviewing Asset Costs in the Fixed Assets Guide for information on the
processing options for this program

Reviewing Shop Costs by Cost Account

Each cost account (object account) represents a type of cost. When you review
costs by cost accounts, you get a financial perspective of business costs. For
example, you can set up individual cost accounts for labor, parts, and materials.
When you review shop costs by cost account, you see the total of each type of cost
for a shop or business unit.

You can display all shop costs, and you can review cost account balances for costs,
such as labor, parts, and material, for an entire shop. You can compare actual
amounts with budget amounts or amounts for any other two ledger types.
Additionally, you can review account ledger information for individual accounts.

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► To review shop costs by cost account

From the Cost Inquiries and Reports menu (G1312), choose By Cost Account.

1. On Trial Balance/Ledger Comparison, complete the following field:

• Business Unit

2. To review account balance information for the current period, turn on the
following option:

• Period/Cum
If you turn off this option, the amounts that appear are year to date.

3. To specify the ledgers that you want to compare, complete the following
fields:

• Ledger Type 1

• Ledger Type 2

4. Complete the following optional field for each ledger type that you specified
in the previous step and click Find:

• Date as of
Account amounts appear for the ledger types that you specified, as well as
the variance between the amounts.

5. To limit the information that appears, complete the following field:

• LOD

6. To review period and cumulative amounts for a particular account, choose

its record and then choose Balances from the Row menu.
The Account Balances form appears.

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Equipment-Plant Maintenance

7. Click Close to return to Trial Balance/Ledger Comparison.

8. On Trial Balance/Ledger Comparison, to review account ledger information

for a specific account, choose its record and then choose Ledgers from the
Row menu.
Work With Account Ledger appears. From this form, you can review a
variety of information, including individual journal entries.

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Field Explanation
LOD A number that summarizes and classifies accounts in the
general ledger. You can have up to 9 levels of detail. Level 9
is the most detailed and Level 1 is the least detailed. Levels
1 and 2 are reserved for company and business unit totals.
When you are using the Job Cost system, Levels 8 and 9 are
reserved for job cost posting accounts. Example:
3 Assets, Liabilities, Revenues, Expenses
4 Current Assets, Fixed Assets, Current Liabilities,
and so on
5 Cash, Accounts Receivable, Inventories, Salaries,
and so on
6 Petty Cash, Cash in Banks, Trade Accounts
Receivable, and so on
7 Petty Cash - Dallas, Petty Cash - Houston, and so
on
8 More Detail
9 More Detail
Do not skip levels of detail when you assign a level of detail
to an account. Nonsequential levels of detail cause rollup
errors in financial reports that are run at a skipped level.

Processing Options for Trial Balance / Ledger Comparison (P09210)

Defaults

Enter default ledger types. If ledger

type 1 is left blank, AA will be
used. If ledger type 2 is left
blank, BA will be used. Ledger Type
2 is only valid for format 2.

Ledger Type 1 ____________

Ledger Type 2 ____________

When exiting to another form, select the

ledger to load in the form that is
being exited to. To load ledger type
1 enter a 1(default), to load ledger
type 2 enter a 2.

Exit to Ledger 1 or 2 ____________

Enter the default calculation method for

the variance column: 0 = Add, 1 =
Subtract (default), 2 = Divide, 3 =
Multiply.

Calculation Method ____________

Zero Amounts

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Enter a 1 to supress the display of

posting accounts that have a zero
balance.

Supress Zero Amounts ____________

Add Ledgers

Enter addtional ledgers to be added to

the amounts that will display for
ledger one and ledger two.

Additonal Ledger One ____________

Additonal Ledger Two ____________

Reviewing Shop Costs by Repair Code

Review shop costs by repair code when you need to review costs for a particular
repair code. Repair codes (subsidiaries) represent a subdivision of cost accounts.
You can use repair codes to keep detailed records of the accounting activity for a
cost account. For example, for a particular cost account, such as labor, you might
need to compare electrical repair costs to costs associated with mechanical repairs.
Additionally, you can review account ledger information for individual accounts.

You use processing options to specify the type of information that you want to
appear. For example, you can review the following types of information:

• Actual amounts and unit quantities

• Budget amounts and unit quantities

► To review shop costs by repair code

From the Cost Inquiries and Reports menu (G1312), choose By Repair Code.

1. On Work With Job Status Inquiry - Basic, complete the following field:

• Job Number

2. To specify the time period for which you want to review costs, on the
Additional Selections tab, turn on one of the following options under the To
Date heading:

• Inception

• Cumulative

• Period

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 Reviewing Maintenance Costs

3. To further limit the information that appears, complete any of the following
optional fields and click Find:

• Period/Date

• Level of Detail

• Subledger

4. To review account ledger information for a specific account, choose its

record and then choose Account Ledger from the Row menu.
Work With Account Ledger appears. From this form, you can review a
variety of information, including individual journal entries.

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Field Explanation
Job Number An alphanumeric field that identifies a separate entity
within a business for which you want to track costs. For
example, a business unit might be a warehouse location,
job, project, work center, branch, or plant.
You can assign a business unit to a voucher, invoice, fixed
asset, employee, and so on, for purposes of responsibility
reporting. For example, the system provides reports of
open accounts payable and accounts receivable by business
units to track equipment by responsible department.
Security for this field can prevent you from locating
business units for which you have no authority.
Note: The system uses the job number for journal entries if
you do not enter a value in the AAI table.
................................Form-specific information.................................
You must use the project number in the Job Number field
when reviewing project information.
Inception Specifies the type of totals that are displayed on the form.
Valid values are:
C Cumulative (year-to-date).
I Inception-to-date (job-to-date). With this code,
projected costs include all budgets, commitments,
and actual costs.
P Period (financial period-to-date).
Period/Date This entry field designates either a period within the current
fiscal year or a specific date.
To designate a period of the current fiscal year for the
selected company, enter a number from 1 to 14. For
example, enter 10 for period 10 of the current year.
To designate a date, use your company’s fiscal date pattern.
For example, enter 01/01/99 for the fiscal date of January
1, 1999.

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Field Explanation
Level of Detail A number that summarizes and classifies accounts in the
general ledger. You can have up to 9 levels of detail. Level 9
is the most detailed and Level 1 is the least detailed. Levels
1 and 2 are reserved for company and business unit totals.
When you are using the Job Cost system, Levels 8 and 9 are
reserved for job cost posting accounts. Example:
3 Assets, Liabilities, Revenues, Expenses
4 Current Assets, Fixed Assets, Current Liabilities,
and so on
5 Cash, Accounts Receivable, Inventories, Salaries,
and so on
6 Petty Cash, Cash in Banks, Trade Accounts
Receivable, and so on
7 Petty Cash - Dallas, Petty Cash - Houston, and so
on
8 More Detail
9 More Detail
Do not skip levels of detail when you assign a level of detail
to an account. Nonsequential levels of detail cause rollup
errors in financial reports that are run at a skipped level.
Subledger A code that identifies a detailed auxiliary account within a
general ledger account. A subledger can be an equipment
item number or an address book number. If you enter a
subledger, you must also specify the subledger type.

Processing Options for Job Status Inquiry-Basic (P512100)

Display 1

1. Enter the default Cost Code Range

From Cost Code ____________

Thru Cost Code ____________

2. Enter the default Cost Type Range

From Cost Type ____________

Thru Cost Type ____________

3. Enter a ’1’ to restrict entry to the

account ranges specified above.
Leave blank to allow changes in
account ranges.

Job Cost Restrict Ranges ____________

Display 2

1. AA Ledger

Enter ’1’ to display Actual Amount ____________

2. AU Ledger

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Enter ’1’ to display Actual Unit ____________

3. JA Ledger-BORG

Enter ’1’ to display Original ____________

Budget Amounts

4. JA Ledger

Enter ’1’ to display Revised ____________

Budget Amounts

5. JU Ledger-BORG

Enter ’1’ to display Original ____________

Budget Units

6. JU Ledger

Enter ’1’ to display Revised ____________

Budget Units

Display 3

1. PA + AA Ledgers

Enter ’1’ to display Total ____________

Commitment Amounts

2. PA Ledger

Enter ’1’ to display Open ____________

Commitment Amounts

3. PU + AU Ledgers

Enter ’1’ to display Total ____________

Commitment Units

4. PU Ledger

Enter ’1’ to display Open ____________

Commitment Units

Display 4

1. HA Ledger

Enter ’1’ to display Projected ____________

Final Amounts

2. HU Ledger

Enter ’1’ to display Projected ____________

Final Units

3. Revised Budget Amount Ledgers-BORG

Enter ’1’ to display Original ____________

Budget Amounts

4. Revised Budget Amount Ledgers

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Enter ’1’ to display Revised ____________

Budget Amounts

5. Revised Budget Unit Ledgers-BORG

Enter ’1’ to display Original ____________

Budget Units

6. Revised Budget Unit Ledgers

Enter ’1’ to display Revised ____________

Budget Units

Display 5

1. F% Ledger or, if zero, AA/HA Ledgers

Enter ’1’ to display Percent ____________

Complete

2. JA-AA Ledgers

Enter ’1’ to display Budget ____________

Variance Amounts

3. JU-AU Ledgers

Enter ’1’ to display Budget ____________

Variance Units

4. HA-JA Ledgers

Enter ’1’ to display Projected ____________

Final Over/Under Amounts

5. HU-JU Ledgers

Enter ’1’ to display Projected ____________

Final Over/Under Units

Version Exits

1. Enter the Progress Entry version for

the related exit. The default is
version ’ZJDE0001’.

Progress Entry Version ____________

2. Enter the Budget Revisions version

for the related exit. The default is
version ’ZJDE0001’.

Budget Revisions Version ____________

3. Enter the Job Progress Entry version

for the related exit. The default is
version ’ZJDE0001’.

Job Progress Entry Version ____________

4. Enter the ’Select’ Button exit of a

’1’ for Progress Entry (default) or
a ’2’ for Account Ledger Inquiry.

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Job Cost Select Button Choices ____________

Reviewing Shop Costs using Job Status Inquiry

The Job Cost system provides a more flexible online inquiry for reviewing all of
the information related to your projects or jobs. You can review predefined job
information or you can set up columns to view specific information and save your
columnar format for future viewing.

For example, you can set up formats to review the following:

• Actual amounts and unit quantities

• Original and revised budget amounts and quantities
• Total and open commitments, amounts, and quantities
• Projected final amounts and quantities
• Projected over or under amounts and quantities
• Percentage of completion information for each account

Before You Begin

GSet Up Job Status Inquiry. See Setting up Job Status Inquiry in the Job Cost
Guide.

► To review shop costs using Job Status Inquiry

From the Cost Inquiries and Reports menu (G1312), choose Job Status Inquiry.

1. On Job Status Inquiry, complete the following fields and click Find to
review all accounts for the job.

• Business Unit

• Column Version

• From Date/Period

• Thru Date/Period

2. To specify the accounts that you want to review, click each of the tabs,
complete the appropriate fields, and click Find.

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See Reviewing Job Information by User Defined Columns in the Job Cost Guide for
information about completing the fields that appear for each tab.

3. To review specific information about an account, choose the account, then

choose one of the following options from the Row menu:
• To review account ledger information, choose General Accounting,
then Account Ledger.
• To review account balance information, choose General Accounting,
then Account Balances.
• To review original budget information, choose Budgets, then Budget
Original.
• To review revised budget information, choose Budgets, then Budget
Revisions.
• To review attachments, choose Attachments.

Processing Options for Job Status Inquiry (P512000)

Display

1. Account Sequence ____________

Blank = Job, Cost Code, Cost Type
A = Alternate Cost Code, Cost Type
C = Cost Code, Cost Type, Job
O = Job, Cost Type, Cost Code
T = Cost Type, Cost Code, Job
1 = Account Category Code 1
2 = Account Category Code 2
3 = Account Category Code 3
2. Default Cost Code Range

From Cost Code ____________

Thru Cost Code ____________

3. Default Cost Type Range

From Cost Type ____________

Thru Cost Type ____________

4. Restrict Account Range ____________

Blank = Allow account ranges
outside the cost code and cost
type ranges.
1= Restrict account ranges to the
cost code and cost type ranges.

5. Column Version ____________

6. Restrict Column Version ____________

Blank = Retrict changes and

additions to Column Versions.
1 = Allow changes and additions to
Column Versions.

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7. Header Accounts ____________

Blank = Display header accounts
1 = Do not display header accounts

Version Exits

1. Account Progress Entry ____________

2. Job Progress Entry ____________

3. Original Budget ____________

4. Budget Revisions ____________

5. Scheduling Workbench ____________

6. Select Button Exit ____________

Blank = Select exits to the
Account Progress Entry program.
1 = Select exits to the Job
Progress Entry program.
2 = Select exits to the Account
Ledger Inquiry program.

See Also

• Setting Up Job Status Inquiry for more information on defining inquiry

columns in the Job Cost Guide

Reviewing Work Order Costs

You can review a wide variety of information related to work order costs. For
example, you might need to review all work orders that are over budget, or review
all current costs that are associated with a project to determine future budgeting
requirements.

Reviewing work order costs consists of the following tasks:

GReviewing work order transactions

GReviewing work order costs from Backlog Management

GReviewing work order costs by category code

GReviewing costs by parent work order

GReviewing estimated and actual work order amounts

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Reviewing Work Order Transactions

Review work order transactions to track specific costs at the individual work order
level. Use Cost by Work Order to review all posted and unposted general ledger
transactions associated with a work order.

You can use date selections to limit the number of transactions that appear. You
can also specify a ledger type to review actual amounts or budget amounts.

Before You Begin

GVerify that Summary Document Types (user defined code 48/DC) are set
up. See Understanding User Defined Codes.

► To review work order transactions

From the Equipment Work Orders menu (G1316), choose Equipment Work
Order Cost.

1. On Work With Cost by Work Order, complete the following field:

• Order Number

2. To limit the G/L transactions that the system displays, complete the
following fields and click Find:

• Date/Period From

• Date Thru - G/L

• Ledger Type

Reviewing Work Order Costs from Backlog Management

You can use Backlog Management to review a summary of estimated and actual
costs for a specific group of work orders. This is especially useful when you need a
quick cost summary for work orders that match a variety of search criteria that you
refine as needed. After you refine your search to the specific group of orders, you
can review the following:

• The number of work orders that match your search criteria

• The estimated and actual hours for the work orders, as well as the variance

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• The average amount of time needed to complete each work order

• The estimated and actual costs for labor, materials, and other costs, as well
as the variance
• A total of the estimated costs, the actual costs, and the variance of the total
costs

► To review work order costs from Backlog Management

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, complete the steps to locate a work order or
group of work orders.
See Locating Work Orders using Backlog Management.

2. From the Form menu, choose Estimate to Actual.

3. On Estimated and Actual Amount, review the information and then click
Cancel to return to Work With Work Orders.

4. On Work with Work Orders, choose WO Summary from the Form menu
to review additional information about the work orders that you selected.

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Reviewing Work Order Costs by Category Code

You can review work order costs that are summarized based on work order
category codes. This is especially useful for reviewing the total number of work
orders, based on the category of work order, as well as the costs associated with
them and the characteristics of the work performed. For example, you can set up a
work order category code to represent equipment failures, and use each code to
represent a different type of failure, such as inadequate lubrication or operator
error. You can then review work order costs by category code and see the costs
associated with operator error. The summary of work order costs includes the
number of work orders for each type of failure.

► To review work order costs by category code

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, choose Category Code Analysis from the
Form menu.

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2. On Category Code Analysis, complete the following field and click Find:

• Category Code
Costs for all work orders appear on Category Code Analysis regardless of
any selection criteria on Backlog Management or Equipment Backlog.

Reviewing Costs by Parent Work Order

You can quickly review all work order costs associated with a parent work order.
Use Work With Cost by Parent Work Order to review the total amounts and hours
at the parent work order level, with individual work orders summarized as follows:

• Estimated amount or hours

• Actual amount or hours
• Variance between estimated and actual
You review costs by amounts or hours. After you review a summary of costs for
the parent work order, you can review detailed costs for each work order in the
project.

► To review costs by parent work order

From the Equipment Work Orders menu (G1316), choose Parent Work Order
Inquiry.

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1. On Work With Cost by Parent Order, complete the following field and click
Find:

• Order Number

2. To review costs for a particular work order, choose the record and then
choose Work Order Cost Detail from the Row menu.
Work With Cost by Work Order appears.

See Also

• Reviewing Work Order Transactions

Reviewing Estimated and Actual Work Order Amounts

Use Estimate to Actual Variance to review and analyze labor costs for each
operation sequence charged to a work order. In addition, you can review the
following:

• Total labor amounts or hours charged to a work order.

• Individual parts amounts charged to a work order.
• Total parts amounts charged to a work order.
• All miscellaneous costs charged to a work order, such as an accounts
payable voucher for an outside service.
• A comparison of actual amounts with estimated amounts. You can review
unit quantities or currency amounts.
Note: To review actual amounts for a specific routing, you must enter the
operation sequence when you enter time against a work order.

Before You Begin

GTo review actual amounts for parts and materials, you must set up inventory
document types (user defined code 48/ID). See Understanding User Defined
Codes.

► To review estimated and actual work order amounts

From the Equipment Work Orders menu (G1316), choose Estimate to Actual
Variance.

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1. On Work With Budget To Actual Variance, complete the following field

and click Find:

• Order Number
Actual amounts for parts and materials appear, based on inventory
transactions from the Item Ledger table (F4111). Actual labor amounts
appear, based on payroll transactions from the Employee Transaction
History table (F0618) and the Employee Transaction Detail table (F06116).
The actual amounts for miscellaneous costs that appear are based on general
ledger transactions.
If the work order that you want to review does not include a parts list or
labor routing instructions, the system uses the estimated amounts from the
work order.

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Adding Costs to Work Orders

You add costs to a work order whenever you issue parts and materials to a work
order. You can use any J.D. Edwards system that creates transactions (journal
entries) with a subledger type of W in the Account Ledger table (F0911) to add
costs to a work order. Each transaction contains the work order number.

Adding costs to work orders consists of the following task:

GIssuing parts to a work order

Issuing Parts to a Work Order

When the maintenance tasks associated with a work order require parts, you add
the cost of the parts to the work order by issuing parts to the work order.
Depending on the parts requirements of the maintenance tasks and how you have
applied parts to a work order, you can choose from the following methods to issue
parts to a work order:

Issuing parts included on Use this method if you have set up parts lists for your work
parts lists orders. When you issue parts included on the work order
parts list, the system reflects a reduction in available
inventory for the parts by reducing the commitment for the
parts.

See Commitments in Appendix A - Inventory Concepts and Setup

for more information about inventory commitments.

Issuing miscellaneous Use this method if you need to assign different account
parts to a work order numbers to parts issues than the account from the work
order parts list. You can also use this method if you want to
add parts costs directly to a piece of equipment without
using a work order.

Issuing parts to a work order consists of the following tasks:

GIssuing parts included on the work order parts list

GIssuing miscellaneous parts to a work order

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GReviewing inventory issues

GPosting inventory issues to the G/L

Before You Begin

GSet up the 4122 and 4124 AAIs in the Inventory Management system. See
Setting Up AAIs in Distribution Systems in the Inventory Management Guide.

GSet up branch/plant constants in the Inventory Management system to

specify how you want the system to display parts transactions in the G/L.
You can specify either part numbers or part descriptions, but not both. See
Defining Branch/Plant Constants in the Inventory Management Guide.

See Also

• Appendix A: Inventory Concepts and Setup for more information about

inventory setup requirements specific to Equipment/Plant Maintenance

Issuing Parts Included on the Work Order Parts List

You issue parts included on the work order parts list when you need to add costs
for parts to a work order. This method is especially useful when you want to issue
all parts from the parts list to the work order at the same time.

You can also use Work Order Inventory Issues to issue parts to a work order that
are not included on the work order parts list. When you issue parts that are not
included on the work order parts list, the system updates the parts list to include
the additional parts. You can use processing options to restrict the parts issued to a
work order to only parts that are included on the parts list.

You can issue nonstock parts to a work order if you have defined them on the
work order parts list. When you use Work Order Inventory Issues to issue
nonstock parts, the system updates the work order parts list but does not create
any accounting transactions.

Note: When you issue parts to a work order for a piece of equipment for which
you have defined a warranty, the system provides a soft warning indicating the
warranty status.

Before You Begin

GReview the processing options for Work Order Inventory Issues and verify
that you have chosen the option for the Equipment Management selection.

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 Adding Costs to Work Orders

Equipment/Plant Management shares Work Order Inventory Issues with

other J.D. Edwards manufacturing systems. In addition to the Equipment
Management selection, other processing options apply specifically to
Equipment/Plant Management.

See Also

• Appendix A: Inventory Concepts and Setup for more information about stock
and non-stock parts

► To issue parts included on the work order parts list

From the Work Order Processing menu (G1317), choose Work Order Inventory
Issues.

1. On Work With Work Order Inventory Issue, complete the following field
and click Find to locate a work order:

• Document (Order No, Invoice, etc.)

The system updates the form with default values for all inventory items and
quantities from the work order parts list.

2. To access Inventory Issue Revisions, choose any item and click Select.
Regardless of the item that you choose, the entire work order parts list
appears on Inventory Issue Revisions.

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3. On Inventory Issue Revisions, review the following fields:

• Issue Material for

• Issue to

• Component Branch

• Location E1

• Lot/Serial Number

4. To reverse an inventory issue transaction, enter a negative quantity for the

item that you want to reverse in the following field:

• Quantity Amount Total

5. To close out a part that is no longer required, remove the value in the
following field for the part and then choose Close Line from the Row menu:

• Quantity Amount Total

When you close out a part, the system indicates closed in the Description
field for that part.

6. Click OK to complete the issue process.

Field Explanation
Issue Material for The total quantity requested.
Issue to A number that identifies an entry in the Address Book
system. Use this number to identify employees, applicants,
participants, customers, suppliers, tenants, a location, and
any other address book members.
Component Branch A secondary or lower-level business unit. The system uses
the value that you enter to indicate that a branch or plant
contains several subordinate departments or jobs. For
example, assume that the component branch is named
MMCU. The structure of MMCU might be as follows:
Branch/Plant - (MMCU)
Dept A - (MCU)
Dept B - (MCU)
Job 123 - (MCU)
Location The area in the warehouse where you receive inventory.
The format of the location is user defined and you enter the
location format for each branch/plant.
Lot/Serial A number that identifies a lot or a serial number. A lot is a
group of items with similar characteristics.

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 Adding Costs to Work Orders

Field Explanation
Quantity Issued The available quantity can be on-hand balance minus
commitments, reservations, and backorders. This is user
defined in branch/plant constants.

See Also

• Issuing Materials Manually in the Shop Floor Guide for the processing options
for this program

What You Should Know About Processing Options

Updating the subledger J.D. Edwards recommends that you always choose to
field (Equipment Mgt, update the subledger field in the G/L transaction record in
option 2) the Account Ledger table (F0911) with the work order
number.

Entering a status code The status code that you enter should be within the range
(Edits 1, option 2) of codes that you set up in the work order activity rules.
The system displays a warning if you enter a status code
that is not allowed in the work order activity rules.

See Setting Up Work Order Activity Rules for more

information.

Issuing Miscellaneous Parts to a Work Order

Use Inventory Issues to issue miscellaneous parts to a work order when you need
to assign different account numbers to each part. You can also use this method if
you want to add parts costs directly to a piece of equipment without using a work
order.

Note: If you use Inventory Issues to issue parts from inventory that are already
included in the parts list for the work order, the system does not relieve the
inventory commitment. If you need the system to relieve the inventory
commitment, use Work Order Inventory Issues.

Before You Begin

GVerify that you have purchased and installed the following systems. You
must have installed these systems to be able to access Inventory Issues:

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• System 40 - Inventory Base and Order Processing

• System 41 - Inventory Management
GYou must set processing options to display equipment-based issues or
equipment and subledger-based issues to enter an equipment number and a
work order number on Inventory Issues.

See Also

• Issuing Parts Included on the Work Order Parts List for more information about
using Work Order Inventory Issues

► To issue miscellaneous parts to a work order

From the Work Order Processing menu (G1317), choose Inventory Issues.

1. On Work With Inventory Issues, click Add to access Inventory Issues.

2. On Inventory Issues, complete the following fields:

• Business Unit

• Explanation - Transaction

3. Complete the following optional field:

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 Adding Costs to Work Orders

• G/L Date

4. For each part, complete the following fields:

• Item Number

• Quantity Available

• Location E1

• Lot/Serial Number

• Account Number - Input (Mode Unknown)

• Asset Number-Input

5. For each part, complete the following optional fields and click OK:

• Unit of Measure - Transaction

• Subledger Type

• Categories - Work Order 01

• Business Unit

• Extended Amount

Processing Options for Inventory Issues (P4112)

Defaults

1. Document Type ____________

A specific document type
Blank = No default

2. Location/Lot ____________
1 = Default from primary location
Blank = No default

Versions

Exit Versions
A specific version
Blank = ZJDE0001

1. Journal Entries (P0911) ____________

2. Item Ledger (P4111) ____________

3. Warehouse Request (P46100) ____________

Process

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1. Issue Type ____________

1 = Equipment information only

2 = Subledger information only
3 = Equipment and Subledger
information
Blank = Neither (Standard issues)

2. Account Number ____________

1 = Required
Blank = Not required

3. Cost Entry ____________

1 = Display but disallow entry
2 = Do not display
Blank = Allow entry

4. Journal Entries ____________

1 = Summarized by account number
Blank = Detailed (each line)

5. Issue Quantity ____________

1 = Allow negative quantity
available
Blank = Dissallow negative
quantity available

6. Lots on Hold ____________

1 = Allow if lot on hold
Blank = Disallow if lot on hold

7. Item Sales History ____________

1 = Update table
Blank = Do not update table

Interop

1. Transaction Type ____________

A specific transaction type
Blank = No outbound
interoperability processing

Agreement

1. Agreement Assignment (FUTURE) ____________

1 = Assign if only one agreement
2 = Display all that apply
3 = Assign earliest expiration
Blank = Do not assign

Reviewing Inventory Issues

You can review inventory issues for errors prior to posting them to the general
ledger. You can review a variety of detailed information about inventory issue
batches, such as individual journal entries for an inventory issue.

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 Adding Costs to Work Orders

► To review inventory issues

From the Work Order Processing menu (G1317), choose G/L Journal Review.

1. On Work With Batches, to narrow your search to specific batches, complete

any combination of the following fields in the Query by Example row and
click Find:

• Batch Type

• Batch Number

• Batch Date

• Batch Status

• User ID

2. To access General Journal Review, choose a batch and click Select.

Posting Inventory Issues to the G/L

From the Work Order Processing menu (G1317), choose Post Inventory to G/L.

When you issue parts to a work order, the system creates unposted G/L
transaction records in the Account Ledger table (F0911). Each transaction contains
the work order number and the equipment number. You must post these

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transactions to the G/L. You can use Post Inventory to G/L to post transactions
to the G/L. When you post transactions to the G/L, the system updates the
Account Balances table (F0902).

After you post inventory transactions to the G/L, you must post them to
equipment in order to update the Asset Account Balances table (F1202).
Processing options in the G/L post program enable you to post transactions to
equipment at the same time that you post to the G/L.

When you choose Post Inventory to G/L, the system displays Processing Options
Revisions. After you choose the appropriate processing options, the system
displays a message that the batch was submitted to post.

See Also

• Working With Batch Versions in the OneWorld Foundation Guide for more
information about copying, changing, and running batch versions

Processing Options for Inventory G/L Post (R09801)

Print

1) Enter which Account Number to print

on the report. ’1’ = Structured
Account; ’2’ = Short Account ID; ’3’
= Unstructured Account; ’ ’ =
Default Account Format.

Account Format ____________

Versions

1) Enter a version of the Detailed

Currency Restatement (R11411) to
execute. If left blank, Detailed
Currency Restatement entries will
not be created. (i.e. ZJDE0001)

Detailed Currency Restatement ____________

Version

2) Enter a version of the Fixed Asset

Post (R12800) to execute. If left
blank, Fixed Asset Post will not be
executed. (i.e. ZJDE0001)

Fixed Asset Post Version ____________

3) Enter a version of the 52 Period Post

(R098011) to execute. If left blank,
52 Period Post will not be executed.
(i.e. ZJDE0001)

52 Period Post Version ____________

Edits

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1) Enter a ’1’ if you wish to update

Account ID, Company, Fiscal Year,
Period Number, Century, and Fiscal
Quarter in records being posted,
prior to editing and posting the
records.

Update Transaction ____________

Taxes

1) Enter when to update the Tax File

(F0018). ’1’ = V.A.T. or Use Tax
only; ’2’ = for all Tax Amounts; ’3’
= for all Tax Explanation Codes; ’ ’
= no update to Tax File (Default).

Update Tax File ____________

2) Adjust V.A.T. Account for Discount

Taken. The Tax Rules file must be
set to Calculate Tax on Gross
Amount, including Discount and
Calculate Discount on Gross Amount,
including Tax. Tax explanation must
be a ’V’.

’1’ = Update VAT only; ’2’ = ____________

Update VAT, Ext. Price and
Taxable. (for discounts taken)

3) Adjust V.A.T Account for Receipt

Adjustments and Write Offs. Tax
explanation must be a ’V’.

’1’ = Update VAT only; ’2’ = ____________

Update VAT, Ext. Price and
Taxable. (for receipt adjustments
and write offs)

Process

1) Enter a ’1’ if you wish to explode

parent item time down to the
assembly component level. Component
billing rates will be used. (This
applies to batch type ’T’ only.)

Explode parent item time. ____________

Cash Basis

1) Enter a ’1’ to create and post Cash

Basis accounting entries. (Applies
to batch types G, K, M, W, R only.)

Cash Basis Accounting ____________

2) Enter units ledger type for Cash

Basis Accounting entries. (Default
of blank will use ”ZU“ ledger type.)

Units Ledger Type ____________

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3) Enter a version of ”Create Cash Basis

Entries“ (R11C850) to execute.
(Default of blank will use version
ZJDE0001.)

Cash Basis Accounting Version ____________

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PM Cycle
Preventive Maintenance Cycle

Use Equipment/Plant Maintenance to plan, monitor, and complete routine

maintenance operations. When you use Equipment/Plant Maintenance, you can
minimize equipment breakdowns and unscheduled repairs.

When you use Equipment/Plant Maintenance to manage your equipment

maintenance needs, you define the type and frequency of each maintenance task
for each piece of equipment in your organization. The preventive maintenance
(PM) cycle refers to the sequence of events that make up a maintenance task, from
its definition to its completion. Since most PM tasks are commonly performed at
scheduled intervals, parts of the PM cycle repeat, based on those intervals.

The PM cycle consists of the following tasks:

GWorking with PM schedules

GWorking with meter readings

GUpdating PM schedule information

GChanging the status of PMs to complete

Before You Begin

GCreate equipment masters for all pieces of equipment that you want to
maintain. See Creating an Equipment Master.

Terms and Concepts

You should be familiar with the following terms and concepts related to the PM
cycle:

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Service type You define service types to describe individual preventive

maintenance tasks. You can define as many service types as
you need. You can set up service types to apply to a
particular piece of equipment or a class of equipment.
Examples of service types include the following:

• 250-hour inspection
• Clutch adjustment
• Lubricate ventilation fan
• 10,000-hour engine rebuild

PM A PM refers to one or more service types that are

scheduled to be performed for a piece of equipment. You
typically specify that a PM be performed at a predefined
point in time. The point in time can be based on days, date,
or when a piece of equipment accumulates a predefined
number of statistical units, such as hours, miles, and so on.
You identify how many units have accumulated for each
piece of equipment by periodically entering equipment
meter readings.

Preventive maintenance You create one PM schedule for each piece of equipment
schedule for which you want to perform PMs. The PM schedule
defines which service types should apply to a piece of
equipment. The PM schedule also defines the service
interval for each service type. A service interval refers to the
frequency at which the service types will be performed.

For example, you could create a PM schedule for a piece of

equipment that schedules a belt inspection every 5,000
hours, and a mandatory belt replacement every 20,000
hours.

PM status When the system creates a record for a PM, it assigns an

initial status of 01 (Maintenance Task Defined). You define
other statuses to indicate the particular steps that a PM goes
through before it is completed.

When you complete a PM, the system assigns it a status of

99 (Maintenance Complete).

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 Preventive maintenace cycle

Primary Procedures

Although the level of complexity of the PM cycle differs from company to

company, a typical PM cycle includes the following procedures:

• Creating PM schedules for each piece of equipment

• Scheduling PMs
• Completing PMs

Creating PM Schedules for Each Piece of Equipment

When you create a PM schedule, you include the service types that the equipment
requires and the intervals at which the service types must be performed.

Scheduling PMs

You schedule maintenance by periodically updating PM schedule information.

When you update PM schedule information, the system determines which service
types are due to be performed, based on meter readings, dates, and other user
defined criteria. If service types are due to be performed, the system updates the
PM status. In addition, depending on how you set up your system, the system
generates a PM work order.

Completing PMs

You indicate when maintenance has been performed by completing PMs and PM
work orders. When you complete a PM, the system creates a historical record of it.
For most service types other than warranty service types, the system then generates
a new PM based on statistical information that you gather when you perform the
maintenance. The system does not generate a new PM for warranty service types.

Preventive Maintenance Cycle

The following graphic shows the progression of events in a typical maintenance

cycle:

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Equipment-Plant Maintenance

Add Equipment Item

Equipment Master

Set up Maintenance
Completed PM Schedule

Update Maintenance
as Completed

Technician Performs
Maintenance

PM
Work Order Schedule

Model Work Orders

Create Work Order and Procedures

PM Schedule
Status

Update PM Status and

Generate PM Work
Orders

Meter Readings

Payroll Time Card

Equipment Time Entry

Model
Work Order

Parts List
Instructions

Preventive Maintenance Process Flow

The following graphic shows the progression of a typical PM process:

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 Preventive maintenace cycle

Equipment Information

Components

Create Preventive
Maintenance Schedule

Update PM
Schedule Status

Determine if Maintenance is
Needed
NO

YES
Create a Preventive
Maintenance Work Order

Attach Parts Attach Labor

List Routing Instructions

Determine Inventory Determine Labor

Availability Availability

Purchase Parts
if Necessary

Schedule
Complete Work Work Order
Order and PM

Perform
Maintenance

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Working with PM Schedules

You create a PM schedule for each piece of equipment that you want to maintain.
On each PM schedule, you indicate all of the service types you want to associate
with the piece of equipment. You also specify the rules governing how and when
the service types are performed. In addition, you can use PM schedules to signal
warranty expirations, equipment messages such as warnings and problem reports,
and other planning events not necessarily associated with preventive maintenance
tasks.

You can link related service types to a primary service type. When you link service
types, the system determines if separate maintenance tasks can be performed
concurrently, based on rules that you set up.

You can set up maintenance loops by a specific PM service type. A maintenance

loop links a particular routine maintenance task, such as a weekly inspection, to a
group of equipment for which the maintenance task applies. For example, you can
create a PM schedule to perform a weekly lubrication for one lathe on a
production line and set up a maintenance loop to inspect all other lathes on the
line.

You can create model PM schedules to streamline maintenance scheduling for

similar pieces of equipment. When you add a piece of equipment to your
maintenance organization, the system uses category code values from the model
PM schedule to create a unique PM schedule for the equipment.

You can schedule PMs to be performed based on the following:

• A specific date
• A specified interval of days since maintenance was last performed
• Statistical units based on employee usage, such as employee hours
• Statistical units based on meter readings, such as fuel, miles, or hours
Working with PM schedules consists of the following tasks:

GCreating a PM schedule

GLinking service types

GCreating a maintenance loop

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Equipment-Plant Maintenance

GWorking with model PM schedules

Creating a PM Schedule

You create a PM schedule for each piece of equipment that you want to maintain.
On each PM schedule, you indicate all of the service types that you want to
associate with the piece of equipment. You also specify the rules governing how
and when the service types are performed. Service types can be for regularly
scheduled maintenance, as well as unscheduled maintenance tasks, such as
cleanings on an as-needed basis, or repairs at the point of equipment failure. In
addition, you can use PM schedules and service types to signal warranty service,
equipment messages such as warnings and problem reports, and other planning
events not necessarily associated with preventive maintenance tasks, such as license
renewals and recertifications.

Before You Begin

GVerify that the following are set up:

• Service types (user defined code 12/ST)

• Work order priority codes (user defined code 00/PR)
• Standard procedures

See Also

• Understanding User Defined Codes

• Setting Up Standard Procedures

► To create a PM schedule

From the Equipment/Plant Maintenance menu (G1315), choose Equipment PM

Schedule.

1. On Work With Equipment PM Schedule, complete the following field and

click Add:

• Equipment Number

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 Working with PM Schedules

2. On Equipment PM Schedule, complete the following field:

• Service Type

3. For each service type that you enter, complete the following optional fields
in the Schedule Interval portion of the form:

• Schedule Date

• Frequency Indicator

• Multiple

4. For each service type for which you did not enter a schedule date, complete
any of the following schedule interval fields:

• Hours

• Miles

• Fuel

• Days
If you entered a value in the Frequency Indicator field, you cannot
enter a service interval based on days.
You can enter a service interval based on service days and schedule date. If
you enter both service days and a schedule date, the system schedules the
maintenance to come due based on the schedule date that you indicate.

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Equipment-Plant Maintenance

Subsequent schedule dates for maintenance are calculated in conjunction

with the service days interval (based on the last completion date).
You can enter service types for unscheduled maintenance that do not have
schedule dates or intervals associated with them. Service types for
unscheduled maintenance tasks should, however, include a model work
order number. You use Backlog Management or Equipment Backlog to
specify when a service type for unscheduled maintenance is due.

5. Complete the following PM generation and planning fields:

• Occurrences
Depending on how the processing options are set, you might not be able to
manually enter a value in the Occurrences field.

• Procedure

6. If you use model work orders, complete the following field:

• Model WO
If you enter a value in the Procedure field and you enter a model work order
number, the system displays a warning message indicating that the work
order might have its own procedure that could conflict with the procedure
that you entered.

7. If the maintenance task for the piece of equipment has been performed but
this is the first PM to be applied to the equipment, complete the following
fields in the Last Completed portion of the form:

• Hours

• Miles

• Fuel

• Date

8. To add the record, click OK and then click Cancel.

The Work With Equipment PM Schedule form appears.

9. On Work With Equipment PM Schedule, click Find to display the record

for the PM schedule that you created.

10. Choose the record for the PM schedule that you created and click Select.

11. On Equipment PM Schedule, choose PM Classification from the Form

menu.

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 Working with PM Schedules

12. On PM Classification, complete the following optional fields:

• Maintenance Priority

• Downtime

• Business Unit

• PM Cat. Code 1

• PM Cat. Code 2

• Related Equipment

• Remark

Field Explanation
Service Type A user defined code (system 12, type ST) that describes the
preventive maintenance service to be performed. Examples
of codes include CLUTCH for adjust clutch, OIL for
change oil, 10H for 10 hour service, and so forth.

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Equipment-Plant Maintenance

Field Explanation
Schedule Date The date that you want to receive a reminder message about
an asset.
................................Form-specific information.................................
This is the future date on which the scheduled maintenance
is due. You can enter a service interval based on the
schedule date and service days. If you enter both a schedule
date and service days, the system schedules the maintenance
to come due, based on the schedule date that you indicate.
Subsequent schedule dates for maintenance are calculated,
based on the last completed date, in conjunction with the
service days interval.
Frequency Indicator When used in conjunction with Schedule Date, this field
indicates the frequency at which the system schedules
maintenance. When maintenance is completed, the system
automatically schedules the next maintenance according to
the value that you enter in this field. Valid values are:
blank No frequency indicator
1 Same date each month
2 Last date each month
3 Same date each quarter
4 Same date each year
5 Same day each week
6 Semi-annually (same date at six month intervals)

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 Working with PM Schedules

Field Explanation
Multiple This code determines whether maintenance service types
can be rescheduled and can come due again before the
maintenance task for the originally scheduled service type
has been completed. Valid codes are:
Blank One Cycle (default). Maintenance is not
rescheduled until the original maintenance task
has been completed.
1 Multiple Cycle with Multiple Work Orders. When
the service type has come due, it is automatically
rescheduled to come due again regardless if the
original maintenance is completed. Multiple work
orders can accrue.
2 Multiple Cycle. When the service type has come
due, it is automatically rescheduled to come due
again regardless if the original maintenance is
completed. Only one work order can accrue.
3 Maintenance Loop. The Update PM Schedule
program assigns the Maintenance Loop code to
PM schedules generated through maintenance
loops. These PM schedules are not repeated in
the PM cycle. Maintenance tasks for all
equipment indicated in the maintenance loop are
performed under a single work order.
4 Warranty. A code that indicates that the
equipment is under warranty. The system
provides a warning on the Work Order Inventory
Issues form and the Purchase Request form
(when accessed from the Work Order Parts List).
When a PM that includes warranty service types is
completed, the system includes the warranty
service in the PM history record, but does not
reschedule the warranty service types.
Schedule Interval Hours The hours to be expended before you schedule
maintenance. To determine if maintenance is due, the
Update PM Schedule Status program uses this quantity and
the threshold percent from the maintenance rules table. It
calculates the total hours as the service hours plus the hours
run as of the last date you performed a maintenance. It then
compares this amount to the actual hours from the AA
ledger for the AT00 automatic accounting instruction to
determine if maintenance is due.
NOTE: Hours is only an example of a statistical unit. You
can define other statistical units appropriate to your
organization within the AT00 automatic accounting
instructions.

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Equipment-Plant Maintenance

Field Explanation
Occurrences The estimated number of occurrences per year for the
service type. The PM Projections program uses information
from this field, in combination with the last completed date,
to project future schedule requirements.
You can use processing options to automatically calculate
the estimated occurrences, based on one of the following:
• One year of PM history
• Two years of PM history
• Inception-to-date PM history
................................Form-specific information.................................
If you use processing options to calculate the estimated
occurrences, you cannot manually update this field.
Procedure A list of valid codes for a specific user defined code list.
Model WO A number that identifies an original document. This can be
a voucher, an order number, an invoice, unapplied cash, a
journal entry number, and so on.
Last Completed Hours Number of hours at last maintenance.
Maintenance Priority This field is used to indicate the relative priority that this
maintenance has in relation to all other maintenance.

Linking Service Types

For each piece of equipment that you maintain, you can link several related service
types to a primary service type. For example, for a particular piece of equipment,
you might set up the following:

• A primary service type for a 1000-hour inspection

• A linked service type for a 500-hour inspection
When the primary service type is scheduled to be performed, the linked service
types will be scheduled at the same time. This reduces equipment downtime and
the possibility of performing unnecessary maintenance.

You use threshold percentages to specify when the system should include the
maintenance tasks for linked service types when it schedules the primary service
type. A threshold percentage is the percentage of a service interval that you define
as the trigger for maintenance to be scheduled. For example, you might set up a
service type to be scheduled every 100 hours with a threshold percentage of 90
percent. When the equipment accumulates 90 hours, the system schedules the
maintenance.

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 Working with PM Schedules

The system schedules the related maintenance to be performed with the primary
maintenance if the equipment is within the threshold percentage that you specify.
If the system has already scheduled the PMs for the linked service types when the
primary service type is due to be scheduled, the system might cancel the work
orders or process them normally, depending on the current status of the PMs and
the maintenance rules that you define for the primary service type.

You can specify whether the system creates a separate work order for each linked
service type, or combines maintenance tasks for all linked service types into the
work order for the primary service type. You can also specify how the system
processes work orders that it creates for linked service types that have been
scheduled before the primary service type. For example, if the system has already
created a work order for a linked service type when the primary service type
becomes due, you can specify the status, such as completed or canceled, that the
system assigns to the existing work orders.

► To link service types

From the Equipment/Plant Maintenance menu (G1315), choose Equipment PM

Schedule.

1. On Work With Equipment PM Schedule, complete the following field and

click Find:

• Equipment Number

2. Choose a service type to which you want to link other service types and
choose Associations from the Row menu.

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Equipment-Plant Maintenance

3. On Associated Service Types, complete the following fields:

• Service Type

• Separate Work Order

• Work Order Status

Complete the Work Order Status field only if you previously entered 2 or 3
in the Separate Work Order field.

4. Complete one of the following fields and click OK:

• Threshold Percent

• Threshold Days
You cannot enter a value in both of the fields.

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 Working with PM Schedules

Field Explanation
Separate Work Order A code that determines whether a separate work order will
be used when grouping maintenance tasks together.
1 The maintenance for separate tasks will be done
under separate work orders.
2 The maintenance for separate tasks will be done
under one work order or the maintenance for one
task will render the maintenance for the other
tasks unnecessary. If you are combining work
orders, the system will assign a canceled work
order status to any outstanding work order. For
example, if you combine work orders for a 250-
hour service and a 500-hour service, the system
will assign a cancelled work order status to the
work order for the 250-hour service.
Note: You can enter Y for 1 or N for 2.
Threshold Percent A percentage measure that indicates how close a piece of
equipment is to needing maintenance. This percentage is
based on the greater of the actual date, miles, hours, or fuel
consumption. A percentage of 090 indicates that the piece
of equipment is 10% away from needing maintenance. A
percentage greater than 100 indicates that maintenance is
past due.
NOTE: Miles, hours, and fuel are only examples of
statistical units. You can define other statistical units
appropriate to your organization within the
Equipment/Plant Management automatic accounting
instructions.
Threshold Days A daily measure of how close an equipment maintenance
line item is to being eligible for being performed, taking
into account the greater of the actual date, miles, hours, or
fuel consumption compared to the threshold date, miles,
hours, or fuel consumption.
NOTE: Miles, hours, and fuel are only examples of
statistical units. You can define other statistical units
appropriate to your organization within the
Equipment/Plant Management automatic accounting
instructions.

See Also

• Setting Up Maintenance Rules

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Equipment-Plant Maintenance

Creating a Maintenance Loop

Create a maintenance loop when you need to perform identical routine

maintenance tasks, such as equipment inspections, on multiple pieces of
equipment.

When you use maintenance loops, you eliminate the need for separate work orders
for each piece of equipment that you inspect. For example, if you have 25 pumps
of similar style and configuration for which you perform a routine inspection every
week, you can do the following:

• Set up a PM service type to perform a weekly inspection for one pump

• Apply the other pumps to the PM for the first pump
When the service type for the weekly inspection comes due, the system generates a
PM for each pump, but generates only one work order for the original pump.
When the system creates a work order for a maintenance loop PM, it stores the
associated equipment in the work order record type that you specify in equipment
constants.

The system only recycles the original PM. It does not recycle the PMs for the
associated equipment.

You can create a maintenance loop using a virtual or logical piece of equipment,
such as a production line or department. The logical equipment encompasses the
equipment that you want to include in the loop. If you use a logical piece of
equipment as the basis for a maintenance loop, you must create an equipment
master for the logical piece of equipment.

Before You Begin

GSet up PM service types for maintenance loop tasks

GCreate a PM schedule that includes the service type or types for which you
want to establish maintenance loops

► To create a maintenance loop

From the Equipment/Plant Maintenance menu (G1315), choose Equipment PM

Schedule.

1. On Work With Equipment PM Schedule, complete the following field and

click Find:

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 Working with PM Schedules

• Equipment Number
The PM schedule for the equipment that you enter must include the service
type for the maintenance loop that you want to create.

2. Choose a service type and then choose Routes from the Row menu.

3. On Equipment Routes, complete the following field for each piece of

equipment that you want to include on the maintenance loop:

• Equipment Number

Related Tasks

Completing work orders You complete the work order for a maintenance loop by
for maintenance loops accessing the work order directly from Backlog
Management or by using PM Backlog.

When you complete the work order, the system indicates a

completed status for all pieces of equipment included in the
maintenance loop. Use this method when you have
completed the maintenance task for all pieces of equipment.

See Revising Work Orders for more information about

completing work orders using Backlog Management.

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Equipment-Plant Maintenance

Completing individual You use PM Backlog to specify individual pieces of

PMs in a maintenance equipment for which you want to indicate a status of
loop complete. This is useful if you have completed the
maintenance task for some of the equipment in a
maintenance loop, but do not want to indicate a status of
complete for other equipment. For example, a piece of
equipment scheduled for inspection might not be available
on the date of the inspection.

See Changing the Status of PMs to Complete for more

information about completing individual PMs.

When you use PM Backlog to complete individual PMs, the

status of the work order remains open. To complete the
work order for a maintenance loop, you must manually
change the work order status.

Working with Model PM Schedules

Use model PM schedules to store PM schedule information that you want to apply
to multiple pieces of equipment. You create model PM schedules based on
combinations of equipment category codes. When you need to create PM
schedules for equipment, you can use a model PM schedule that contains the
appropriate category codes.

The system stores model PM schedules in a table which it accesses when you apply
a particular model to a piece of equipment. When you apply a model PM schedule
to a piece of equipment, the system creates a unique record that you can modify to
satisfy the maintenance requirements of that equipment. The model PM schedule
remains unaltered and can be applied to other equipment as needed.

Working with model PM schedules consists of the following tasks:

• Creating a model PM schedule

• Applying a model PM schedule to a piece of equipment

Creating a Model PM Schedule

You create model PM schedules when you have multiple pieces of similar
equipment for which a single PM schedule can apply. You create model PM
schedules based on combinations of equipment category codes. After you apply a
model PM schedule to a piece of equipment, you can modify the schedule to
satisfy the particular requirements of the equipment without affecting the model.

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 Working with PM Schedules

► To create a model PM schedule

From the Equipment/Plant Maintenance menu (G1315), choose Equipment PM

Schedule.

1. On Work With Equipment PM Schedule, choose Model PM from the Form

menu.

2. On Work with Model PM Schedules, click Add.

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Equipment-Plant Maintenance

3. On Model PM Schedule, complete the following field:

• Service Type

4. Complete any combination of the equipment category code fields for which
you want the model to apply.

5. Complete the following optional field:

• Schedule Date

6. If you did not enter a schedule date, complete any of the following Schedule
Interval fields:

• Hours

• Miles

• Fuel

• Days
You can also enter a schedule interval based on days and schedule date.

7. If you use model work orders, complete the following field:

• Model WO

8. Complete any of the following optional fields and click OK:

• Last Completed Hours

• Last Completed Miles

• Last Completed Fuel

• Last Completed Date

• Procedure
Work With Model PM Schedules appears. You can click Find to display the
service type that you just added, or click Add to enter additional service
types for the same model PM schedule.

Applying a Model PM Schedule to a Piece of Equipment

After you create a model PM schedule, you can apply it to any piece of equipment
based on the category codes that you set up. After you apply a model PM schedule

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 Working with PM Schedules

to a piece of equipment, you can modify the PM schedule to satisfy any unique
maintenance requirements of the equipment. For example, you can delete a service
type from the equipment’s PM schedule.

► To apply a model PM schedule to a piece of equipment

From the Equipment/Plant Maintenance menu (G1315), choose Equipment PM

Schedule.

1. On Work With Equipment PM Schedule, complete the following field and

click Find:

• Equipment Number

2. Choose Model PM from the Form menu.

Work with Model PM Schedules appears. Default values appear in the
category code fields, based on the category codes assigned to the piece of
equipment. All service types that you set up for the combination of category
codes appear in the detail area of the form.

3. On Work with Model PM Schedules, click Copy, and then click Close.
Work With Equipment PM Schedule reappears.

4. On Work With Equipment PM Schedule, click Find to verify that the

system copied the service types from the model to the Equipment PM
Schedule.
All service types from the model PM schedule now appear in the detail area
of the form. You can modify any service type, add service types, or delete
those that are not applicable to the piece of equipment.

5. To modify a service type, choose its record and then click Select.

6. On Equipment PM Schedule, revise any of the input-capable fields as

appropriate.

Processing Options for Equipment PM Schedule (P1207)

Default

Enter a ’1’ to calculate the estimated

occurrences based on one year of PM
History, a ’2’ based on two years of
PM History and a ’3’ based on
inception-to-date PM History. Leave
blank (default) to not calculate the
occurrences.

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Equipment-Plant Maintenance

1. Estimated Occurrences ____________

Process

1. Enter the primary product for this

version. Enter a ’1’ for Equipment
and ’2’ for CSMS.

Select Product ____________

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Working with Meter Readings

Work with meter readings when you need to enter and update meter information
about your equipment. You use meter readings to monitor equipment use and
trigger maintenance tasks based on accumulated statistical units, such as miles. For
example, you can schedule maintenance for a machine or piece of equipment,
based on mileage, elapsed time (hours), fuel consumption, cycles, or tonnage. You
can define as many accounts for statistical units as you need. However, you can use
only three types of statistical units to trigger maintenance. You determine the
statistical units that you want to use.

Working with meter readings consists of the following tasks:

GEntering meter readings

GWorking with meter estimates

GReviewing meter readings

Entering Meter Readings

You can enter and update meter readings for individual pieces of equipment or for
multiple pieces of similar equipment. The table below summarizes the differences:

Individual pieces of Enter and update meter readings for individual pieces of
equipment equipment when you need to record equipment usage on a
piece-by-piece basis

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Equipment-Plant Maintenance

Multiple pieces of Enter and update meter readings for multiple pieces of
equipment equipment if you are doing the following:

• Updating meter readings for all equipment with the

same use, such as multiple pieces of production
equipment that work the same number of hours on a
given day
• Entering current meter readings for multiple pieces of
identical new equipment

You use selection criteria to specify the pieces of equipment

for which the system updates meter information.

In addition, you can update equipment records to indicate that a meter was
replaced due to damage. You can also indicate when a meter rolls over. A meter
rollover is the point at which a meter has reached its maximum value and reverted
to a zero reading.

Entering meter readings consists of the following tasks:

• Entering meter readings for a piece of equipment

• Entering meter replacement information
• Entering meter rollover information
• Enter metering readings for multiple pieces of equipment

Before You Begin

GVerify that the following AAIs are set up:

• AT00
• FMA
• FMB
• FMC
• FMD
• FME

See Also

• Understanding AAIs for Equipment/Plant Maintenance

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 Working with Meter Readings

► To enter meter readings for a piece of equipment

From the Equipment Information menu (G1311), choose Meter Readings.

1. On Meter Readings, complete any combination of the following fields to

locate meter reading information for a piece of equipment:

• Skip to Description

• Thru Date/Period

• Resp. Business Unit

• Location

• Skip to Equipment

2. To further limit your search to specific equipment, click the Equipment tab
and complete any of the following fields:

• Equipment Status

• Company

• Inventory Number

3. Turn on the following optional fields:

• Display Children

• Display Disposed

4. Click the Codes tab and complete any of the following fields:

• Major Accounting Class

• Major Equipment Class

• Manufacturer

• Model Year

• Usage Miles or Hours

• Category Code 6

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Equipment-Plant Maintenance

5. Click the Codes 2 tab, complete any of the following fields, and then click
Find:

• Category Code 7

• Category Code 8

• Category Code 9

• Rate Group

6. Complete only one of the following meter reading fields in the detail area
for each type of meter for which you want to enter information:

• Amount - Current Balance

• Amount - Net Increase

7. Complete the following optional field for each meter:

• Amount - Beginning Meter

8. Complete the following optional fields and then click OK:

• Subledger - G/L

• Subledger Type

Related Tasks

Updating original You enter a value in the Original Reading field only once.
readings After a piece of equipment accumulates units, you should
never have to change the original readings. When you enter
meter information for a piece of used equipment, enter the
actual meter reading shown on the face of the meter at the
time that you place the equipment in service. The system
updates the original reading when the meter rolls over or
when you perform a meter replacement.

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 Working with Meter Readings

Calculating the lifetime The system uses lifetime meter readings in general ledger
meter reading transactions and to determine when maintenance is due. To
calculate the lifetime meter reading for a piece of
equipment, subtract the original reading from the current
reading.

For example, the current reading is 5,000 hours and the

original reading is 2,000 hours. The lifetime meter reading is
3,000 hours.

► To enter meter replacement information

From the Equipment Information menu (G1311), choose Meter Readings.

1. On Meter Readings, complete the steps to locate meter reading information

for a piece of equipment.

2. Choose the record for the equipment, then choose Meter Change from the
Row menu.

3. On Meter Change, click one of the following options to specify the meter
that you are replacing:

• Odometer

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Equipment-Plant Maintenance

• Fuel Meter

• Hour Meter

4. Complete the following fields and click OK:

• Current Reading

• Reading at Change

• New Reading

► To enter meter rollover information

From the Equipment Information menu (G1311), choose Meter Readings.

1. On Meter Readings, complete the steps to locate a piece of equipment.

2. Choose the record for the equipment, then choose Rollover from the Row
menu.

3. On Meter Rollover, click one of the following options to specify the meter
for which you are entering a rollover value:

• Odometer

• Fuel Meter

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 Working with Meter Readings

• Hour Meter

4. Complete the following fields and click OK:

• Current Balance

• Rollover Amount

► To enter meter readings for multiple pieces of equipment

From the Equipment Information menu (G1311), choose Meter Readings.

1. On Meter Readings, complete any combination of the following fields to

locate a group of equipment:

• Skip to Description

• Thru Date/Period

• Resp. Business Unit

• Location

2. To further limit your search to specific equipment, click the Equipment tab
and complete any of the following fields:

• Equipment Status

• Company

• Inventory Number

• Display Children

• Display Disposed

3. Click the Codes tab and complete any of the following fields:

• Major Accounting Class

• Major Equipment Class

• Manufacturer

• Model Year

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Equipment-Plant Maintenance

• Usage Miles or Hours

• Category Code 6

4. Click the Codes 2 tab and complete any of the following fields and then
click Find:

• Category Code 7

• Category Code 8

• Category Code 9

• Rate Group

5. Choose Global Update from the Form menu.

6. On Global Meter Update, complete any of the following fields and click
OK:

• Amount - Net Increase

• Amount - Net Increase

• Amount - Net Increase

• Subledger - G/L

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 Working with Meter Readings

• Subledger Type
The system updates meter readings for all equipment that matches the
selection criteria that you specified.

Processing Options for Meter Readings (P12120)

Process

Enter a ’1’ to automatically update

current meters of “child” assets
when updating the parent’s current
meter. Leave blank to not update the
child’s current meter reading.

1. Update child’s current meter ____________

Enter a ’1’ to update the original meter

of children when updating the
original meter of the parent. The
original meter of the child will be
affected only if BOTH the parent and
the child have NO original meter
readings. Leave blank to cause the
parent’s original reading NEVER to
affect the child’s original reading.

2. Update child’s original meter ____________

Versions

Enter the version of the Update PM

Schedule (R12807) to submit when
updating meters. Leave blank to
update meters without updating PM
Schedules.

1. Update PM Schedule version ____________

Edits

Enter the percent difference in meter

readings to signal a tolerance level
warning. Leave blank to not check
for tolerance levels.

1. Tolerance Level ____________

Working with Meter Estimates

You can use meter estimates to update meter readings for equipment with usage
that is consistent and predictable. For example, assume that you have a production
line that includes multiple pieces of equipment. The production line runs 16 hours
each day. You can set up meter estimates that indicate 16 hours per day for each
piece of equipment on the line. You can then update the meter readings each day
or set up your system to automatically update the meter readings at the end of each
day.

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Equipment-Plant Maintenance

Working with meter estimates consists of the following tasks:

GSetting up meter estimates

GUpdating meter readings based on estimates

Setting Up Meter Estimates

You must set up meter estimates for each piece of equipment for which you want
to update meters according to estimated meter amounts.

► To set up meter estimates

From the Equipment Information menu (G1311), choose Meter Estimates.

1. On Meter Estimates, click the General tab.

2. Limit the equipment for which the meter estimates apply by completing any
combination of the following fields:

• Skip to Description

• Company

• Resp. Business Unit

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 Working with Meter Readings

• Location

• Skip to Asset

• Subledger/Type

3. Click the Codes tab.

4. To further limit the equipment that the system displays, complete any of the
Category Code fields and then click Find.

5. Complete any of the following fields for each piece of equipment for which
you want to apply an estimated meter reading, and then click OK:

• Estimated Hour Meter

• Estimated Mile Meter

• Estimated Fuel Meter

Related Tasks

Updating meter A form exit from Meter Estimates allows you to update
estimates meter estimates. When you choose Update Estimates from
the Form menu, the system runs version XJDE0001 of the
Update Meter Estimates program.

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Equipment-Plant Maintenance

Updating Meter Readings Based on Estimates

From the Equipment Information menu (G1311), choose Update Meter

Estimates.

After you set up meter estimates for equipment, you update the meter readings at
regular intervals. The system uses the estimates that you enter on Meter Estimates
as the basis for updating meters.

You can use processing options to specify whether the system updates the meters
of components or only parent equipment, and whether to print a report of the
updated equipment. Do not select the option to update the meter reading of
component assets if you have set data selections to update meters for pieces
equipment that are components of other equipment.

Recommendations

Automatically updating To ensure that the system regularly updates the meter
meter estimates readings for equipment for which you have set up meter
estimates, run Update Meter Estimates as part of your
unattended operations.

See Scheduling Jobs in the System Administration Guide for more

information about unattended operations.

Processing Options for Update Meter Estimates (R13806)

Pro Option

1. Choose one of the following ____________

statistical accounts to update:
’1’ = Fuel Meter(FMA)
’2’ = Mileage Meter(FMB).
’ ’ = Hour Meter(AT00)(default).

2. Enter a ’1’ to automatically update ____________

the meter reading of “component”
assets when updating the “parent”
asset.

Print

Enter a ’1’ to print a report of ____________

the assets updated. Leave blank to
print no report.

G/L Date

Enter the G/L date to be used when ____________

updating the Account Ledger table
(F0911) and the Asset Balances

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 Working with Meter Readings

table (F1202).

What You Should Know About Processing Options

Updating child Do not select this option if you have set data selections to
equipment update meters for pieces of equipment that are components
of other equipment.

Reviewing Meter Readings

You can review the meter readings for any piece of equipment. You can also
specify the time period for which you want to review meter readings. After you
review the meter readings for a piece of equipment, you can access Meter Readings
to make revisions to the equipment’s individual meter readings.

See Also

• Entering Meter Readings

► To review meter readings

From the Equipment Information menu (G1311), choose Meter Inquiry.

1. On Meter Reading Inquiry, complete the following fields:

• Equipment Number

• Date From

2. Complete the following optional fields and click Find:

• Date Thru

• Subledger

• Subledger Type

3. To revise the meter readings, choose Meter Readings from the Form menu.

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Equipment-Plant Maintenance

The system displays the Meter Readings form, from which you can revise
meter readings for any piece of equipment.

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Updating PM Schedule Information

From the Equipment Plant Maintenance menu (G1315), choose Update PM

Schedule Status.

Update PM schedule information to change the status of PMs. For example, you
can specify that the system update all PMs from status 01 (Maintenance Task
Defined) to status 50 (Maintenance Due) for all pieces of equipment that are due
for scheduled maintenance based on their service intervals. You can also change
the status of a PM before the equipment reaches its scheduled maintenance
interval to allow time for scheduling parts and labor resources. In addition, you can
specify which PMs you need to update, as well as the date that the update becomes
effective. Maintenance rules determine the maintenance status assigned to each PM
service type when you update PM schedule information.

Update PM Schedule Status is a batch program. When you choose Update PM

Schedule Status, the system displays Processing Options Revisions before
submitting the job for processing. When you run this program, the system
automatically does the following:

• Updates the current miles, hours, and fuel consumption readings

• Calculates the current maintenance interval based on the last maintenance
performed
• Changes the status for each PM service type, if necessary
• Generates PM work orders, if necessary
Note: Depending on whether you specified multiple work orders on the PM
schedule for a service type that is due to be performed, the system might create a
new PM cycle, regardless of the status of the maintenance task. If you do not want
the system to recycle the PM for the service type until previously scheduled
maintenance has been completed, you must leave the Multiple Work Order field
blank when you create or revise the PM schedule. Other values for this field allow
the system to reschedule the maintenance task and accrue multiple work orders.

Before You Begin

GCreate model work orders. See Creating a Model Work Order for a PM Service
Type.

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Equipment-Plant Maintenance

Technical Considerations

Updating PMs for When you update a PM for a maintenance loop, the system
maintenance loops creates a PM for each piece of equipment in the loop, but
creates only one work order.

Equipment under When you change or update a warranty PM service type to

warranty complete, the system does not create a new PM cycle for
that service type and piece of equipment.

See Also

• Creating an Equipment PM Schedule for more information about equipment

under warranty and multiple work orders
• Setting Up Maintenance Rules

Processing Options: Update PM Schedule Status (R12807)

Defaults Tab

Use these processing options to specify the PM status ranges and dates that the
system uses to determine whether maintenance is due.

1. Through Date

Use this processing option to specify the PM status range that the system uses to
determine whether maintenance is due. If left blank, the system uses the default
value for Data Dictionary Item ”MSTS”.

2. From Status

Use this processing option to specify the PM status range that the system uses to
determine whether maintenance is due. If left blank, the system uses the default
value for Data Dictionary Item ”MSTS”.

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 Updating PM Schedule Information

3. To Status

Use this processing option to specify the PM status range that the system uses to
determine whether maintenance is due. If left blank, the system uses the default
value for Data Dictionary Item ”MSTS”.

4. Status Change To

Use this processing option to specify the status to which the PMs change. If you
leave this option blank, the system uses the status from the maintenance rules.

Print Tab

Use these processing options to specify whether you want to print the PM
Schedule Status report and how you want the asset number to appear on the
report.

1. Print Report

Use this processing option to specify whether the system prints the PM Schedule
Status report. Valid values are:

1 The program prints the report.

Blank The program does not print the report.

2. Print Asset Number

Use this processing option to specify how you want the equipment number to
appear on the PM Schedule Status report. Valid values are:

1 Equipment Number (default)

2 Unit Number

3 Serial Number

Edit Tab

Use these processing options to specify work order options, such as whether the
system creates work orders. You must associate a model work order with a PM to
use this feature. When the system generates a work order, it does the following:

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Equipment-Plant Maintenance

• Uses the service type description on the PM Schedule or the description

from the model work order for the work order description, depending on
how you set up the Maintenance Rules.
• Enters the parent number of the equipment in the Cross-Reference field on
the work order. You can then search for the work order using the
parent/component relationship. You can use a processing option to specify
whether the system selects the equipment’s immediate parent, its top level
component, or the value from the model work order for the cross-reference
value.
• Uses the priority from the PM service type if you have not defined the
priority on the model work order.
You can specify that the system update the PM schedule status without generating
work orders and rerun the program later, specifying the system to generate work
orders without updating the PMs. You can also use these processing options to
specify how the system calculates estimated occurrences of a PM.

Work Order Options

1. Create Work Order

Use the processing option to specify whether the system creates work orders for
qualifying maintenance items that have model work order numbers. Valid values
are:

1 Create work orders for qualifying maintenance items.

Blank Do not create work orders.

2. Work Order Start Date

Use this processing option to specify a specific date.

3. Default Date

Use this processing option to specify a start date for system-generated work
orders. You can enter a start date or enter a 1 to use the default system date.

4. Project Date

Use this processing option to specify whether the system projects the PM and
Work Order start date. Valid values are:

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 Updating PM Schedule Information

1 Project the start date.

Blank Do not project the start date.

5. Work Order Cross Reference

Use this processing option to select the value for the work order cross-reference.
Valid values are:

Blank Equipment’s immediate parent

1 Equipment’s top-level parent

2 Value from model work order

6. Work Center

Use this processing option to specify a work center for which the system only
generates work orders for service types, the model work orders of which include
the specified work center in their routing instructions. When you specify a work
center, the program does not generate work orders for service types that have
come due, but whose model work orders do not include the specified work center
in their routing instructions. If you leave this field blank, the system does not
screen service types based on work center.

7. Update Last Complete

Use this processing option to update the ”last completed” statistics for all selected
records as of the last completed date. Valid values are:

1 Update statistics using the last completed date

Blank Do not update statistics

NOTE: If you choose this option, you should use data selection to limit the
records that the system updates to only noncomplete PMs. This avoids excessive
processing time.

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Equipment-Plant Maintenance

Calculation Options

8. Estimated Occurrences

Use this processing option to specify how the system calculates estimated
occurrences of a PM. Valid values are:

1 Calculate occurrences based on one year of PM history.

2 Calculate occurrences based on two years of PM history.

3 Calculate occurrences based on PM history from inception to date.

4 Do not calculate estimated occurrences (default).

CSMS Tab

Use these processing options to define the primary product associated with this
version of the program.

Defines the primary product associated with this version of the program.

When creating a service work order, default the owner from the Installed Base
record to the customer on assigned service work order.

When creating a service work order, default the site from the Installed Base record
to the site on the assigned service work order.

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Changing the Status of PMs to Complete

You must notify the system when you have completed or canceled a PM for a
piece of equipment. You notify the system that you have completed or canceled
the PM for selected equipment by changing the status of a PM to complete or
canceled. When you change the status of a PM to complete or canceled, the system
does the following:

• Maintains a record of the PM with a status of 99 (complete), or 98

(canceled)
• Generates a new PM with a status of 01 and begins a new PM cycle
(depending on the value of the multiple work order flag on the PM
schedule)
Note: The system does not begin a new PM cycle for warranty service types or
maintenance loops.

You can change the status of PMs by individual piece of equipment or globally by
using search criteria to select PMs for a group of equipment.

You can use processing options to specify whether you want the system to display
actual meter readings or lifetime maintenance amounts on Preventive Maintenance
Schedule. The actual meter reading is the number that appears on the physical
meter located on a piece of equipment. The lifetime maintenance amount is the
total lifetime usage of the equipment. In cases such as meter changes or meter
rollovers, the lifetime maintenance amount is not the amount shown on the meter.
If you select actual meter reading for this processing option, you must enter the
meter reading as it appears on the actual meter. The system calculates the lifetime
maintenance amount from this amount.

When you enter a value in the Status field in the processing options, the system
attempts to update the work order status with the PM status, if the value is valid. If
the value is not valid, no update occurs to the work order status.

Whether you choose to display actual meter readings or lifetime maintenance

amounts, the system always uses lifetime maintenance amounts to calculate service
intervals.

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Equipment-Plant Maintenance

See Also

• Creating an Equipment PM Schedule for more information about warranty

service types

► To change the status of PMs to complete

From the Equipment/Plant Maintenance menu (G1315), choose PM Backlog.

1. On PM Backlog, complete any combination of the following fields to

choose the group of PMs that you want to update:

• Assigned WO

• Service Type

• Equipment Number

2. To further limit the PMs that you want to update, click the PM Schedule tab
and complete any of the following from/through fields:

• Maintenance Status
You can quickly view PM history by entering 99 in this field.

• % of Schedule Due

• Downtime Required

3. Click the Dates tab and complete any of the following from/through fields:

• Schedule Date

• Completed Date

4. To further limit the PMs that you want to update, click the Codes tab and
complete any of the following fields:

• PM Category Code 1

• PM Category Code 2

5. Click the Equipment tab and complete any of the equipment category code
fields.
Category codes 5 - 10 are on the Equipment 2 tab.

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 Changing the Status of PMs to Complete

6. Complete the following optional field:

• Location

7. Click Find.

8. To update the status of individual PMs, complete the following fields in the
detail area of the form for each PM:

• PM Status

• Date - Completed Date

Enter a completion date only if you are changing the status of the PM to
complete (99) or canceling the PM (98).

9. Complete the following fields as appropriate:

• Completed Miles

• Consumed Fuel

• Completed Hours
The system does not update statistical units in the Asset Account Balances
table (F1202). To update units in this table, you must use the Meter
Readings program (P12120). For more information, see Working with Meter
Readings.

10. Complete the following optional fields and click OK:

• Name - Remark

• Work Order Number Assigned

• Address Number - Assigned To

Field Explanation
Assigned WO The Work Order Number related to a particular Equipment
Maintenance line item. The system assigns this number
from next numbers.
Service Type A user defined code (system 12, type ST) that describes the
preventive maintenance service to be performed. Examples
of codes include CLUTCH for adjust clutch, OIL for
change oil, 10H for 10 hour service, and so forth.

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Equipment-Plant Maintenance

Field Explanation
Maintenance Status A user defined code (12/MS) that indicates the
maintenance status of a piece of equipment, such as 50 for
maintenance due or 60 for waiting for parts.
Note: Status code 98 is reserved for canceled maintenance.
Status code 99 is reserved for completed maintenance.
Status code 01, the default, is reserved for initial
maintenance setup.
................................Form-specific information.................................
If you enter a status of 99, the system requires you to enter
a date in the Completed Date field.
% of Schedule Due A percentage measure that indicates how close a piece of
equipment is to requiring maintenance. This percentage is
based on the greater of the actual date, miles, hours, or fuel
consumption compared to the threshold date, miles, hours,
or fuel consumption. A percentage of 090 means that the
piece of equipment is 10% away from requiring
maintenance. A percentage greater than 100 means that
maintenance is past due.

Related Tasks

Globally updating the You can globally update multiple PMs whose status,
PM status completion date, and employee responsible for the PM
work order are the same. After you have narrowed your
search to a specific group of PMs, click the Global Updates
tab, enter values in the following fields, and then click OK:

• PM Status
• Completion Date
• Employee

The system updates all selected PMs. In addition, when you

update the Employee field, the system updates the Assigned
To field on the PM work order.

Processing Options for Preventive Maintenance Scheduling (P12071)

Defaults

Enter the status range to default for

selection.

1. Maintenance Status - From ____________

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 Changing the Status of PMs to Complete

2. Maintenance Status - Thru ____________

Display

Enter a ’1’ to display current meter

readings. Leave blank to display
lifetime maintenance amounts.

1. Meter Readings Display ____________

Process

Enter a ’1’ to update the completion

date on the assigned work order.

1. Completion Date ____________

Enter a ’1’ to update the status on the

assigned work order.

2. Status ____________

Enter the primary product for this

version. Enter a ’1’ for Equipment
and ’2’ for CSMS.

3. Select Product ____________

Versions

Enter version of PM Update to ____________

call.
If left blank, version XJDE0001
will be used

What You Should Know About Processing Options

Updating assigned work When you enter a value in the Status option in this
order status processing option, the system attempts to update the work
order status with the PM status, if the value is valid. If the
value is not valid, no update occurs to the work order
status.

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Work Order Life Cycle
Work Order Life Cycle

Use work orders to manage the work flow of your maintenance tasks and projects.
You can manage all aspects of a maintenance task or project, including the
following information:

• Creating work orders for preventive and corrective maintenance

• Committing inventory to a work order
• Scheduling multiple tasks and crafts, such as mechanical, electrical, and so
on, to a work order
• Tracking the progress of a work order by status
• Tracking work order costs, such as materials, labor, and so on
• Recording unlimited detailed information about a work order
• Completing and closing a work order
In addition to these features, you can set up a work order approval process within
the Enterprise Workflow system. J.D. Edwards provides a predefined work order
approval process in the Enterprise Workflow Management system that you can
modify to suit your business needs.

The steps through which a work order must pass in order to accurately
communicate the progress of the maintenance tasks it represents make up the life
cycle of the work order. The work order life cycle applies to work orders for
preventive maintenance and corrective maintenance.

The work order life cycle consists of the following tasks:

GUnderstanding workflow management

GCreating corrective work orders

GWorking with work orders

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Equipment-Plant Maintenance

Features of the Work Order Life Cycle

Paperless processing You can save paper when you manage your maintenance
tasks and projects using work orders. You enter work
orders online and perform most of the subsequent
processing without relying on printed documents.

Work order creation You can create a single work order or a group of work
orders quickly and easily, with minimal pre-planning. You
can set processing options and use parent work orders to
direct the system to enter default values for a variety of
work order information when you create work orders.
When you use processing options and parent work orders,
you save time and reduce the possibility of errors.

Work order search You can search for work orders using a variety of
information. For example, you can limit your search for a
work order by using any combination of the following
information:

• The job or business unit

• The address book numbers of the originator, customer,
manager, or supervisor
• The life cycle status of a work order
• Any combination of user defined category codes
• The type of work order
• The priority given to a work order
• Start and completion dates

Simple budgeting and You can track the simple estimate and budget requirements
estimate controls of a work order. For example, you can use the Estimated
Hours and Amounts fields on the Amounts tab for the
work order to enter and update budget information. You
can track budget information from Backlog Management
and Cost Accounting forms. In addition, you can use a
variety of reports to compare estimates with actual
information.

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 Work order life cycle

Multiple control dates You can track each work order according to control dates
that you define, such as the following:

• The transaction date (the date that a work order is

entered into the system)
• The start date
• The planned completion date
• The actual completion date
• The requested date

Levels of responsibility You can assign several levels of responsibility to a work

order, such as the following:

• The job or business unit to which the work order is

charged
• The originator of the work order
• The manager
• The supervisor

You can review all the work orders assigned to a particular

person or location.

Work order description You can describe work orders briefly using two- or three-
word descriptions, or you can provide unlimited detail. You
can also enter different types of information in the record
types you assign to a work order, such as the following:

• Expected actions
• Actual operations performed
• Tools required
• Procedures for completing the work

You define the record types that are appropriate to your

organization.

Work Order Process Flow

The following graphic illustrates the flow of a work order through a typical work
order life cycle:

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Equipment-Plant Maintenance

Create Work
Order

Approve Work Order

Parts List
Routing
Instructions

Parts Costs Attach Parts Lists and

Labor Costs Routing Instructions

Search for Work Orders

Add
Costs to
Parts List Information
Work
Work Order Costs Orders
Project Costs

Work Order Budgets

Review and Analyze

Work Orders

Complete
Work Order

Close Work Order

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Understanding Workflow Management

Workflow Management offers a powerful means of automating various

components of the work order life cycle across your entire enterprise. Documents,
information, and tasks automatically pass from one activity to the next. The
activities are based on a set of procedural rules and triggering events, and require
minimal user involvement. For example, you can use workflow to do the
following:

• Route a work order for approval

• Commit inventory to a work order
• Run the capacity plan for a work order
• Send messages to appropriate personnel regarding the progress of a work
order
In addition, Workflow Management enables you to do the following:

• Define as many workflow processes as your business needs require

• Attach any workflow process to any given event within an application
• Execute conditional processing, which is logic contingent upon supplied
criteria, such as currency amount, status, and priority
Understanding workflow management consists of the following topics:

• Terms and concepts

• Understanding workflow management setup
• Example: Work order approval process

Terms and Concepts

You do not need a comprehensive knowledge of the Enterprise Workflow

Management system to set up and use Workflow Management in your
maintenance environment, but you must be familiar with the following terms and
concepts:

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Equipment-Plant Maintenance

Routes Routes define the path along which the Workflow system
moves a work order. Depending on your needs, a route can
be relatively simple and sequential, or increasingly complex
with joins or splits, parallel routing, iterative routing, (such
as a loop) and so on.

Process rules Process rules define what information is to be routed and

to whom. For example, you can set up rules that define
conditions that a work order must meet before the
Workflow Management system advances the order to the
next activity in the process, as well as rules that govern who
receives an approval request. Workflow Management uses
two types of process rules, as follows:

• Activity conditions, which determine the next activity,

based on information, such as work order status, that
you set up in an attribute data structure
• Recipient rules, which determine the recipient to whom
the system routes messages

As with routes, you determine the complexity of rules

according to your needs. For example, you can set up logic
by which a work order can only progress to the next step if
predefined threshold values have been met.

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 Understanding Workflow Management

Workflow processes Workflow processes refer to processes that you have set up
to be handled through scripted workflow. For each process
that you define, you set up criteria that indicates the start
and end of the process. You also determine what the
workflow activities involved in the process are, such as
sending an approval message, calling an application such as
Capacity Plan Generation, or launching a sub-process. In
addition, for each process, you determine all of the relevant
data that the system requires in order to complete the
process. Finally, you determine the path, such as an
approval route, that a process takes, and whether the
process is contingent upon some conditional value, such as
work order status, amount, and date. Activity conditions
determine the next workflow activity in the process.

You can set up a hierarchy of processes, nesting sub-

processes so that one process calls another. This is
especially useful when you need to reuse components
within other processes. For example, the initial workflow
process for work orders determines the document type of
the work order and calls other processes, such as the
process to determine the work order type, based on the
document type.

For more information about Workflow processes, see

Understanding Workflow Processes.

Workflow activities Workflow activities refer to the specific actions within a

given process, such as sending a request for approval,
committing inventory, or running a capacity plan. In
addition to the Start activity, which every process must
include, you can attach five other types of activities to a
process, as follows:

• Function
• Interactive application
• Batch application
• Run executable
• Message
• Halt process
• Process

For a more detailed description of each type of activity, see

Understanding Workflow Activities.

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Equipment-Plant Maintenance

Primary data structures The primary data structure contains the data that makes an
instance of a process unique from another instance. In
Equipment/Plant Maintenance, where workflow processes
are set up primarily for events in the work order life cycle,
the primary data structure typically consists of the work
order number.

J.D. Edwards strongly recommends that you do not use

multiple data items within a process key data structure. To
do so might increase the possibility of system error.

See Setting Up Workflow Data Structures in the Enterprise

Workflow Management Guide for a complete explanation of
primary data structures.

Attribute data structures Attribute data structures contain all pieces of data that a
given process and any activity within the process need to
complete the flow. Workflow Management uses the
attribute data structure to communicate between activities
within a process.

For a comprehensive overview of Workflow Management, see the Enterprise

Workflow Management Guide.

Understanding Workflow Management Setup

Understanding workflow management setup consists of the following topics:

• Understanding workflow processes

• Understanding workflow activities
• Understanding process rules
For any given setup task, J.D. Edwards provides demonstration data. As with any
J.D. Edwards system, you can use the data provided or customize it to meet your
needs.

Understanding Workflow Processes

A workflow process contains activities and related sub-processes specific to a

particular function that you want to automate through Workflow Management.
J.D. Edwards provides Equipment/Plant Maintenance with numerous predefined
workflow processes specific to the work order life cycle. You can modify these

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 Understanding Workflow Management

processes, add new ones, or use them as they are. Typically, you will need to
customize workflow processes to meet the needs of your organization. An example
of a predefined process for Equipment/Plant Maintenance is the process for Work
Order Approval.

You can have multiple versions of a workflow process. However, the system
allows only one version of a process to be activated at a time. You specify whether
a version is activated by choosing the version on Work With Processes and then
choosing either Activate or Deactivate from the Row menu.

Example: Work With Processes Form

You can use the Work With Processes form to search for predefined processes or
as the entry point to add new processes.

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Equipment-Plant Maintenance

Example: Workflow Revisions Form, Process Master Tab

You can use the Workflow Revisions form to add new processes.

See Also

• Creating a Workflow Process in the Enterprise Workflow Management Guide

Understanding Workflow Activities

After you have set up workflow processes, you can add an unlimited number of
activities to a process, choosing from the following types of predefined activities:

Function This activity attaches a function for special logic processing,

including any business functions you write to perform a
special function or operation.

Interactive application This activity starts an interactive application. You can

specify any interactive application to be called. You also
define the parameters that are passed to the called
application.

Batch application This activity starts a batch application. You can launch any
report or batch process at this point.

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 Understanding Workflow Management

Run executable This activity launches an executable program that you

specify, such as a word processing application or a
spreadsheet application.

Message This activity generates a message. You define the messages

in the Data Dictionary and set up variables regarding the
delivery of the messages within Workflow Management.
For example, you can specify that particular messages be
sent to a distribution list, a specific person, or a specific
mailbox.

Halt process This activity stops the process for a period of time that you
specify, after which the process resumes. If you do not
specify a time, you must restart the process manually.

Process This activity starts another process, also referred to as a

sub-process, which includes its own set of activities. You
use the process activity to set up a hierarchy of processes,
nesting them wherever appropriate.

In addition to the activities described above, each workflow process must begin
with the Start activity. By default, whenever you set up a process and attach a Start
activity, the system attaches the end activity.

A typical workflow process (in this case, an approval process) with various types of
activities attached is as follows:

• Send an action message to the approver’s queue

• If approved:
• Update the database
• Send notification to user
• If rejected:
• Send notification back to the originator
• End process
The following graphic illustrates a typical approval workflow process:

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Equipment-Plant Maintenance

A Workflow Process

Start

If approve If reject
(Activity condition) (Activity condition)

Send action
message
(Message
activity)
Accept Reject

Notify originator
Update the that request has
database been rejected
(Function activity) (Message
activity)

Send notification
to user
(Message activity)

End

You can review all of the activities that are currently set up in Workflow
Management from the Relationships Tab on the Workflow Revisions form.

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 Understanding Workflow Management

Example: Workflow Revisions Form, Relationships Tab

All of the data fields that are currently attached to a particular process appear on
the Data Tab on the Workflow Revisions form.

Example: Workflow Revisions Form, Data Tab

Note: Before you can revise an existing activity, you must deactivate the activity.
Choose Deactivate from the Row Menu.

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Equipment-Plant Maintenance

See Also

• Adding Activities to a Process in the Enterprise Workflow Management Guide for

more information about setup requirements for different activity types

Understanding Process Rules

After you have set up and attached activities to a workflow process, you must add
process rules to the process. Process rules are user defined and determine the
conditions that must be met for Workflow Management to progress from activity
to activity. There are two types of process rules, as follows:

Activity conditions Activity conditions determine which activity the system

executes and what happens when that activity is executed.
For example, a condition set up for an approval activity
might change the status of a work order if a work order is
approved, or send a rejection message to the originator if
the work order is rejected.

Recipient rules Recipient rules determine to whom an activity is routed.

You can add logic to a recipient rule, based on the structure
of your organization. For example, you can specify that the
system send messages to a particular distribution list when
the approval type is 1, and another distribution list when
the approval type is 2.

See Also

• Adding Activity Conditions and Working With Recipient Rules in the Enterprise
Workflow Management Guide

Example: Work Order Approval Process

The following example is meant to assist your understanding of how the various
components of workflow management, such as processes, sub-processes, and
activities work together to provide a comprehensive workflow solution. The work
order approval process represents a typical workflow process within
Equipment/Plant Maintenance. By reviewing the example, you will be better aware
of the particular workflow components that require modification to meet your
business needs.

In the example provided, the approval process for a work order differs, based on
the document type of the work order and the work order type. Document type and
work order type are elements of the attribute data structure that you must set up to

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 Understanding Workflow Management

be able to use Workflow Management to approve work orders. For ease of

understanding, the example charts the workflow for a work order, with the
document type of WO, and the work order type of Type 1. Bear in mind that
document types and work order types are user defined codes. The codes that your
organization uses will likely differ from the codes that J.D. Edwards provides as
demo data.

In the example, the workflow process is initially triggered by the creation of a work
order or any change made to the status of a work order. The system uses Work
Order Activity Rules to determine if the status change is allowed. If the status
change is not allowed, workflow does not begin and an error message appears.
Otherwise, workflow begins normally. In Equipment/Plant Maintenance,
regardless of any subsequent processes, the first work flow process for work
orders is the WOactRules (Work Order Activity Rules) process. This process is
hard-coded and cannot be modified.

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Equipment-Plant Maintenance

Based on Document Type

(DCTO) and Work Order Type
Create Work Order (TYPS), Work Order Activity
or Change Work Rules determine if the status
Order Status change is allowed.
Work Order
Activity Rules
(F4826)

Is Work Order Status No

Error
Change Allowed?

Yes

Begin Workflow

WOActRules WOType

Con or Con or
Act OrgRule N Act Act OrgRule N Act

Start Doc Type WO WOType Start Type1 WOType1

Start Doc Type EN Approve Start Type3 WOType3
Start Doc Type End Start Type End
WOType End WOType1 End
Approve Approve NextStat WOType3 End
Approve Reject End End
NextStat End
End

WOType1

WO1App1

Con or Con or
Act OrgRule N Act Act OrgRule N Act

Start BeginProc Start Approve 1 WO1App1

BeginProc AppStat Approve Start Approve 2 WO1App2
BeginProc CapStat Capacity Start Approve End
BeginProc CommStat Commit Start ENd
BeginProc NoActivity End WO1App1 End
Approve Approved NextStatus WO1App2
Approve Rejected Message End
Capacity End
Commit
Message End
RejectStat RejectStat
NextStatus End
End BeginProc WOActRules = Work Order Activity Rules Process
WOType = Work Order Type Process
WOType1 = Work Order Type 1 Process
WO1App1 = Work Order Type 1 Approve 1 Process
Commits Inventory Con or OrgRule = Conditional or Organizational Rule
to the Work Order Act = Activity
Runs Capacity Plan N Act = Next Activity
Generation

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Creating Corrective Work Orders

You create corrective work orders in Equipment/Plant Maintenance to formally

request and schedule corrective maintenance, such as emergency repairs. You also
use corrective work orders to record and communicate (to others who are
involved) all of the details pertaining to the maintenance task.

You must create a work order master for every work order that you track. The
master consists of basic information that defines the work order, such as the work
order number, description, and the business unit to which the work order is
charged. You can also enter additional information, such as category codes, to
further identify the work order.

The system stores work order master information in the Work Order Master table
(F4801).

You can assign record types to work orders and then enter descriptive information
into each record type to communicate important information about a task to
others who are involved. For example, you might want to include special
instructions, and information about parts and tools needed to complete the task.

In addition, you can copy parts from a standard parts list or assign non-standard
parts to a work order. You can also assign detailed labor routing instructions to a
work order. For example, you can do the following:

• Identify each work center needed to perform the maintenance tasks

• Specify the sequence in which the tasks are performed
• Indicate the estimated duration of each maintenance task
You can delete any work order from the system unless it has any of the following
characteristics:

• It is used as a parent work order.

• It has any account ledger transactions associated with it.
• It has a parts list or a routing attached.
You can create work orders for equipment covered by warranties. When you create
a work order for a piece of equipment that is under warranty, a warning message
appears to alert you that a warranty is in effect. You indicate that a piece of
equipment is under warranty by creating PM service types for the warranty.

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Equipment-Plant Maintenance

Creating corrective work orders consists of the following tasks:

GEntering basic work order information

GAdding text to a work order

GWorking with supplemental information for work orders

GAssigning parts to a work order

GAssigning labor routing to a work order

GCopying a work order

GCreating a work order for unscheduled maintenance

GCreating a model work order for a PM service type

GSetting up a project

Before You Begin

GDefine your chart of accounts for the charge-to business unit information.
See Creating and Updating Your Chart of Accounts in the General Accounting Guide.

GCreate PM service types for equipment under warranty. See Creating a PM

Schedule for more information about creating PM service types for
equipment under warranty.

Entering Basic Work Order Information

Depending on the complexity of your maintenance organization, you can create

work orders that include only the most basic information required by the system,
such as the work order number, description, business unit, and branch. Or you can
include equipment numbers, a variety of explanations, scheduling dates, a standard
description, and control codes. You can also enter budgeting information to help
you track costs and resources.

You can assign up to ten category codes to a work order. Use category codes to
further identify and organize work orders that have similar characteristics. This is
especially useful for analyzing and reporting on work order information from a
variety of perspectives, such as shop, division, and type of work. You can also
analyze work order costs according to category codes. J.D. Edwards provides
several predefined category codes. You can use these or customize your own
category codes. You define all values for each category code.

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 Creating Corrective Work Orders

In addition, you can assign responsible personnel, such as an originator and a

supervisor, to a work order. You can also specify a search cross-reference that the
system uses to search for work orders. For example, if you enter an equipment
number on the work order, the system enters the parent equipment number in the
Search Cross-Reference field.

Note: Many of the fields on Work Order Details are optional, but information in
these fields is particularly useful when you search for a work order or group of
work orders. You can use processing options to direct the system to enter default
values in several fields, such as address book fields, category code fields, approval
type fields, and manager and supervisor fields if you defined them during system
setup.

You can also retrieve numerous default values from a parent work order, if you
specify one. For example, you can use values from a parent work order to provide
default values for the following fields:

• Work Order Type

• Start Date
• Planned Completion date

► To enter basic work order information

From the Equipment Work Orders menu (G1316), choose Work Order Entry.

1. On Work With Work Orders, click Add to access Work Order Details.

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Equipment-Plant Maintenance

2. On Work Order Details, complete the following fields:

• Description

• Branch/Plant

• Charge to BU

3. Complete the following optional fields:

• Equipment Number
Depending on how you set processing options, you might be required
to enter an equipment number.

• Start Date
You must enter a start date if you plan to attach routing instructions
or a parts list to the work order.

4. To assign parts from a standard parts list, complete the following field:

• Std Parts/Inst

5. Complete the following optional work order date fields:

• Requested

• Planned Comp

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 Creating Corrective Work Orders

6. To prevent the entry of transactions to the work order, click the Codes tab
and complete the following optional field:

• Subledger Inactive Code

7. Complete any of the following optional fields:

• Type

• Status

• Priority

• Approval Type

• Type Bill of Material

• Type of Routing

8. Click the Amounts tab and complete the following optional fields:

• Estimated Hours

• Actual Hours

• Estimated Duration

• Actual Duration

• Estimated Labor Cost

• Actual Labor Cost

• Estimated Material Cost

• Actual Material Cost

• Estimated Other Cost
If you attach routing instructions or a parts list, the system enters default
values in the Estimated Hours field and the estimated amounts fields based
on values from the parts list or the routing instructions.

9. Click the Classification tab and complete any of the work order Category
Code fields as appropriate.
Note: Category code 1 is a four-character category code that appears on all
work order reports and most forms that are associated with work orders.

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Equipment-Plant Maintenance

10. Click the Assignments tab and complete any of the following fields to
specify individuals responsible for the work order:

• Originator
If you leave the Originator field blank, the system enters an originator
based on your address book number.

• Manager

• Supervisor

• Assigned To

• Customer
Depending on how you set processing options, you might be required
to enter a customer number.

11. Complete the following optional fields and click OK:

• W.O. Flash Message

• Std.Desc.

• Search X-Ref

Field Explanation
Charge to BU An alphanumeric field that identifies a separate entity
within a business for which you want to track costs. For
example, a business unit might be a warehouse location,
job, project, work center, branch, or plant.
You can assign a business unit to a voucher, invoice, fixed
asset, employee, and so on, for purposes of responsibility
reporting. For example, the system provides reports of
open accounts payable and accounts receivable by business
units to track equipment by responsible department.
Security for this field can prevent you from locating
business units for which you have no authority.
Note: The system uses the job number for journal entries if
you do not enter a value in the AAI table.

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 Creating Corrective Work Orders

Field Explanation
Branch/Plant A code that represents a high-level business unit. Use this
code to refer to a branch or plant that might have
departments or jobs, which represent lower-level business
units, subordinate to it. For example:
• Branch/Plant (MMCU)
• Dept A (MCU)
• Dept B (MCU)
• Job 123 (MCU)
Business unit security is based on the higher-level business
unit.
................................Form-specific information.................................
This field identifies the Branch/Plant that maintains the
parts inventory.
Start Date The start date for the order. You can enter this date
manually, or have the system calculate it using a
backsheduling routine. The routine starts with the required
date and offsets the total leadtime to calculate the
appropriate start date.
................................Form-specific information.................................
You must enter a start date if you attach a parts list or
routing to the work order.
Std Parts/Inst A number that the system assigns to an item. It can be in
short, long, or third item number format.
For process work orders, the item number is the process.
Planned Comp The date that the work order or engineering change order is
planned to be completed.
Estimated Hours The estimated hours that are budgeted for this work order.
Subledger Inactive Code A code in WorldSoftware or an option in OneWorld that
indicates whether a specific subledger is active or inactive.
Any value other than blank indicates that a subledger is
inactive. Examples are jobs that are closed, employees that
have been terminated, or assets that have been disposed. If
a subledger becomes active again, set this field back to
blank.
If you want to use subledger information in the tables for
reports but want to prevent transactions from posting to
the master record, enter a value other than blank in this
field.
Approval Type A user defined code (system 48, type AP) indicating the
type of work order approval path that a work order follows.
You can use processing options to specify a default
approval type based on the type of work order.

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Equipment-Plant Maintenance

Field Explanation
Type Bill of Material A user defined code (40/TB) that designates the type of bill
of material. You can define different types of bills of
material for different uses. For example, you can
differentiate between bills of material for maintenance and
manufacturing.
The system enters bill type M in the work order header
when you create a work order, unless you specify another
bill type. The system reads the bill type code on the work
order header to know which bill of material to use to create
the work order parts list. MRP uses the bill type code to
identify the bill of material to use when it attaches MRP
messages. Batch bills of material must be type M for shop
floor management, product costing, and MRP processing.
Type of Routing A user defined code (40/TR) that indicates the type of
routing. You can define different types of routing
instructions for different uses. For example, you can
differentiate between equipment maintenance routings and
manufacturing routings.
You define the routing type on the work order header. The
system then uses the specific type of routing that you define
in the work order routing.
Search X-Ref An alphanumeric value used as a cross-reference or
secondary reference number. Typically, this is the customer
number, supplier number, or job number.
W.O. Flash Message A user defined code (00/WM) that indicates a change in the
status of a work order. The system indicates a changed
work order with an asterisk in the appropriate report or
inquiry form field. The system highlights the flash message
in the Description field of the work order.

See Also

• Setting Up Default Managers and Supervisors

Processing Options for Equipment Work Order Entry (P48201)

Defaults 1

Enter the Default Category Codes to be

used to Search for Work Orders

1. Phase ____________

2. Category Code 02 ____________

3. Category Code 03 ____________

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 Creating Corrective Work Orders

4. Category Code 04 ____________

5. Category Code 05 ____________

6. Category Code 06 ____________

7. Category Code 07 ____________

8. Category Code 08 ____________

9. Category Code 09 ____________

10. Category Code 10 ____________

Defaults 2

Enter the Default Values to be used to

Search for Work Orders.

1. From Status Code W.O. ____________

2. Thru Status Code W.O. ____________

3. Type - W.O. ____________

4. Document Type ____________

5. Models ____________
Blank = Do not include models
1 = Include models

Defaults 3

Enter the default address book numbers

to be used to search for work
orders.

1. Job or Business Unit ____________

2. Originator ____________

3. Customer ____________

4. Planner ____________

5. Supervisor ____________

Versions

Enter the version of the following

applications to call. Leave blank to
use the default version defined in
parentheses.

1. Work Order Print - R48425 (XJDE0001) ____________

2. Completed PM - P12071 (ZJDE0001) ____________

3. Parts List - P3111 (ZJDE0001) ____________

4. Routing Instructions - P3112 ____________

(ZJDE0001)

5. Inventory Issues - P31113 (ZJDE0002) ____________

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Equipment-Plant Maintenance

6. Time Entry - P311221 (ZJDE0001)(CSMS ____________

Only)

7. Work With Returned Material ____________

Authorization
P40051 (ZJDE0001)
(CSMS Only)

8. Open Purchase Order - P4310 ____________

(ZJDE0011)

9. Returned Material Authorization ____________

Revisions Version - P400511
(CSMS Only)

10. On Line Service Order Quote - P17717 ____________

(ZJDE0001)
(CSMS Only)

11. Time Entry By Employee - ____________

P051121(ZJDE0001)

WO Entry

1. Choose the work order entry program ____________

to call when adding or selecting a
work order. This entry program will
also decide which UBE will be called
for printing.
’1’ - Equipment Work Orders
(P48011)
’2’ - Service Work Orders
(P17714)
’3’ - Project Task Details
(P48014)
’4’ - Tenant Work Orders (P15248)

2. Enter the version of the selected ____________

work order entry to call. Leave
blank to use default version defined
in parentheses.
Work Order Entry (ZJDE0001)

Process

1. Enter a ’1’ to highlight the priority ____________

field within the grid. Leave blank
to not highlight.

2. Customer Self-Service Functionality ____________

Blank = Bypass Customer
Self-Service functionality.
1 = Activate Customer Self-Service
functionality for use in
Java/HTML.
2 = Activate Customer Self-Service
functionality for use in Windows.

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 Creating Corrective Work Orders

What You Should Know About Processing Options

Accessing processing You use Work With Interactive Versions (P983051) to

options for Equipment access the processing options for this program (P48011).
Work Order Entry
See Working With Interactive Versions in the OneWorld
Foundation Guide.

Adding Text to a Work Order

You can enter additional text to further describe details about a work order by
using record types assigned to work orders. For example, you might want to
include special instructions in record type B, required parts and tools in record type
C, and so on. The system stores the extended description of the work order in
record type A.

Depending on the type of information that you need to include, you can enter text
in two formats. You define the format for each record type when you set up work
orders. The formats are:

• Description only
• Description with three columns
You can also copy descriptive information from another work order.

► To add text to a work order

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, complete the following field in the Query by
Example row, and click Find:

• Document (Order No, Invoice, etc.)

2. Choose the record for the work order and then choose Record Types from
the Row menu.

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3. On Work With Work Order Record Types, choose a record and click Select.
The system displays Work Order Detail Revisions. Record types that
contain information appear in bold print.

4. On Work Order Detail Revisions, enter the appropriate information for the
current record type.

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 Creating Corrective Work Orders

See Also

• Setting Up Record Types

Working with Supplemental Information for Work Orders

You can enter a variety of supplemental information for a work order. Use
supplemental information to further track, review, and report on the work orders
in your system. You set up and maintain supplemental information by defining
supplemental data types and entering information appropriate for each
supplemental data type. You define as many supplemental data types as you need.
For example, you might set up supplemental information for maintenance work
orders that includes a supplemental data type associated with safety procedures.

When you define supplemental data types, you specify the format in which you
want to record and track information. Valid formats include:

Code For supplemental data types in code format, you enter

information in predefined columns. When you enter
information in code format, you can also associate narrative
information with it.

Narrative For supplemental data types in narrative format, you enter

free-form text.

When you need to review supplemental information for a work order, you can
quickly determine whether a particular supplemental data type contains
information. On Work With Supplemental Data, a check mark appears in the
leftmost field (unlabeled) next to rows for which supplemental data in code format
has been entered. In addition, regardless of the data format, if narrative data exists
for a supplemental data type, a paper clip appears when you place the mouse
pointer over the field.

Working with supplemental information for work orders consists of the following
tasks:

GEntering supplemental data in code format

GEntering supplemental data in narrative format

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Before You Begin

GSet up data types for supplemental information. See Defining Supplemental

Data Types.

Entering Supplemental Data in Code Format

When you enter supplemental data in code format, the information appears in
predefined columns. For example, the form for entering safety procedures might
have columns for procedure name, special tool requirements, responsible work
centers, and safety equipment.

To ensure consistency of data entry, the fields that require supplemental data are
typically associated with specific user defined code tables, or generic rates and
messages tables. Any value that you enter in one of these fields must be included in
the associated user defined code table or generic rates and messages table. For
example, assume that you have set up a supplemental data type for safety
procedures that includes a field for safety equipment. Further, assume that you
associated the field for safety equipment with a user defined code table. The user
defined code table might list all of the safety equipment that you track. If you
attempt to enter a piece of safety equipment that is not included in the associated
user defined code table, an error message appears.

► To enter supplemental data in code format

From the Work Order Supplemental Data menu (G4813), choose Data Entry.

1. On Work With Supplemental Data, complete the following field and click
Find to display a list of valid supplemental data types for work orders:

• Supplemental Data Numeric Key 1

The name of this field corresponds to the Row Description for the Generic
Numeric Key 1 on Supplemental Database Setup. J.D. Edwards predefines
this field as Work Order Number for the Work Order database.

2. Choose the row for the supplemental data type where you want to enter
supplemental data and click Select.
Supplemental data types that are in code format contain a C in the Data
Mode field.

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 Creating Corrective Work Orders

3. On General Description Entry, complete the appropriate fields for this data
type in the detail portion of the form and click OK.

4. To enter additional narrative information for a supplemental data type,

choose the record on Work With Supplemental Data, and then choose
Attachments from the Row menu.
The system displays Media Objects, from which you can add a variety of
information to the supplemental data type.

Field Explanation
Supplemental Data This field specifies one of the numeric keys to the Generic
Numeric Key 1 Supplemental Database. You can select the key from a list
of supported data items, such as Address Number, Account
ID, Asset ID, Item Number, and so on.

Entering Supplemental Data in Narrative Format

When you enter supplemental data in narrative format, you enter free-form text.
For example, you might set up a supplemental data type in narrative format for
problems encountered and use it to record general information regarding problems
in completing work orders.

When narrative data exists for a supplemental data type, a paper clip appears in the
leftmost field (unlabeled) on Work With Supplemental Data when you hold the
mouse pointer over the field.

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► To enter supplemental data in narrative format

From the Work Order Supplemental Data menu (G4813), choose Data Entry.

1. On Work With Supplemental Data, complete the following field and click
Find to display a list of valid supplemental data types for a work order:

• Supplemental Data Numeric Key 1

The name of this field corresponds to the Row Description for the Generic
Numeric Key 1 on Supplemental Database Setup. J.D. Edwards predefines
this field as Work Order Number for the Work Order database

2. Choose the row for the supplemental data type where you want to enter
supplemental data and click Select.
Supplemental data types that are in narrative format contain an N in the
Data Mode field.

3. On Media Objects, choose Add from the File menu, then choose Text.

4. Type the appropriate information and then choose Save & Exit from the
File menu.

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 Creating Corrective Work Orders

Assigning Parts to a Work Order

You can assign parts to a work order to satisfy parts requirements for maintenance
tasks. Depending on how you set up your system, you can indicate how and when
the system commits inventory to satisfy a work order’s parts requirements. For
example, you can use Workflow Management to direct the system to commit
inventory to a work order only at a particular work order status.

You can assign parts from a standard parts list that you enter when you create the
work order. In addition, you can assign inventory parts that do not appear on a
standard parts list, such as when you are creating a work order for an unanticipated
emergency repair. You can also assign parts for which you do not maintain an
inventory master, such as special order parts that you rarely need. All parts
inventory information applicable to a work order appears on Work Order Parts
List.

Assigning parts to a work order consists of the following tasks:

GAssigning parts from a standard parts list

GWorking with selected parts from inventory

GAssigning parts without an inventory master

Before You Begin

GVerify that you have purchased and installed the following systems. You
must have installed these systems to be able to use Work Order Parts List:

• System 30: Product Data Management

• System 31: Shop Floor Management
• System 40: Inventory Base and Order Processing
• System 41: Inventory Management
• System 43: Procurement
GVerify that standard parts lists have been set up. See Setting Up a Standard
Parts List.

See Also

• Appendix A: Inventory Concepts and Setup for more information about

inventory terms and concepts

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Equipment-Plant Maintenance

• Setting Up a Standard Parts List for more information about how the system
commits inventory

Assigning Parts from a Standard Parts List

You can assign parts to a work order from a standard parts list. This is especially
useful when you create work orders for routine maintenance tasks that require
identical parts.

Before You Begin

GVerify that the following fields on Work Order Details have been
completed:

• Standard Parts or Instructions

• Start Date

► To assign parts from a standard parts list

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, complete the following field in the Query by
Example row and click Find:

• Document (Order No, Invoice, etc.)

2. Choose the record and then choose Parts List from the Row menu.

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 Creating Corrective Work Orders

3. On Work Order Parts List, choose Copy BOM from the Form menu.

4. On Copy Screen, click OK to copy the bill of material for the displayed item
and branch/plant to the work order parts list.
You can accept the values on Copy Screen or enter different values. The
system completes the Work Order Parts List form with values from the
standard parts list.

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5. On Work Order Parts List, make any necessary changes to the parts list and
click OK.

Working with Selected Parts from Inventory

You can assign parts that do not appear on a standard parts list, such as when you
are creating a work order for an unanticipated emergency repair. If you need a part
that is not currently available at your location, you can search for other locations
that stock the part and use them to supply parts to the work order parts list.

When a part is unavailable, you can specify a substitute part. In addition, you can
add explanatory text to any part that you include on a work order parts list.

Working with selected parts from inventory includes:

• Adding parts to a parts list

• Revising the location for a part
• Choosing a substitute part

Before You Begin

GSet up substitute parts through the Inventory Cross Reference program. See
Setting Up Item Cross-References in the Inventory Management Guide for more
information about assigning inventory cross-references.

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 Creating Corrective Work Orders

► To add parts to a parts list

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, complete the following field in the Query by
Example row and click Find:

• Document (Order No, Invoice, etc.)

2. Choose the record and then choose Parts List from the Row menu.

3. On Work Order Parts List, complete the following fields and click OK:

• Component Item Number

• Description

• Order Quantity

• Line Type
Use line types to distinguish the various methods of recording stock and
nonstock inventory.

Field Explanation
Ln Ty A code that controls how the system processes lines on a
transaction. It controls the systems with which the
transaction interfaces, such as General Ledger, Job Cost,
Accounts Payable, Accounts Receivable, and Inventory
Management. It also specifies the conditions under which a
line prints on reports and is included in calculations. Codes
include the following:
S Stock item
J Job cost
N Nonstock item
F Freight
T Text information
M Miscellaneous charges and credits
W Work order

See Also

• Appendix A: Inventory Concepts and Setup for more information about line types

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► To revise the location for a part

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, complete the following field in the Query by
Example row and click Find:

• Document (Order No, Invoice, etc.)

2. Choose the record and then choose Parts list from the Row menu.

3. On Work Order Parts List, choose the record for a part for which you want
to revise the location and then choose Location Search from the Row menu.

4. On Work With Work Order Location Search, choose an alternate location

for the part and click Select.

5. On Work Order Parts List, click OK to accept the change.

The system replaces the original location information with the new
information.

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 Creating Corrective Work Orders

Related Tasks

Specifying multiple You can specify multiple locations for a part. On Work
locations for a part Order Parts List, choose Multiple Location Parts Search. A
window opens, showing all locations that stock the part.
Select the locations that you want to add. The system adds
the new locations to the parts list and updates the on-hand
quantity.

► To choose a substitute part

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, complete the following field in the Query by
Example row and click Find:

• Document (Order No, Invoice, etc.)

2. Choose the record and then choose Parts List from the Row menu.

3. On Work Order Parts List, choose the record for a part for which you want
to substitute and then choose Item Substitutes from the Row menu.

4. On Component Item Substitutions, complete the following field and click

OK:

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Equipment-Plant Maintenance

• Units - Order/Transaction Quantity

5. On Work Order Parts List, click OK to accept the change.

Assigning Parts Without an Inventory Master

You can assign parts to a work order for which you do not maintain an inventory
master. This is especially useful to add parts for which you rarely have a need to a
work order, such as special order parts.

► To assign parts without an inventory master

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, complete the following field in the Query by
Example row and click Find:

• Document (Order No, Invoice, etc.)

2. Choose the record and then choose Parts List from the Row menu.

3. On Work Order Parts List, complete the following fields for each part that
you want to add:

• Component Item Number

• Description

• Order Quantity

• Line Type

4. Complete the following optional fields and click OK:

• Amount - Estimated Cost

• Address Number

• Unit of Measure

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 Creating Corrective Work Orders

Assigning Labor Routing to a Work Order

You can specify which work center is responsible for each maintenance task on a
work order. You can specify the sequence of operations for each task, as well as
the labor rates and the number of hours necessary to complete each task.

You can assign labor routing instructions to a work order using the following
methods:

• Copy labor routing information from standard instructions

• Manually assign labor routing instructions
When you know in advance the labor requirements for a particular task, you can
set up standard routing instructions for the task. You can copy from these
instructions when you need to assign labor routings for similar tasks.

You can manually assign labor routing instructions for any maintenance task for
which you have not set up standard routing instructions.

Before You Begin

GVerify that you have purchased and installed the following systems. You
must have installed these systems to be able to use Equipment Work Order
Routings.

• System 30: Product Data Management

• System 31: Shop Floor Management
• System 40: Inventory Base and Order Processing
• System 41: Inventory Management
• System 43: Procurement
GVerify that the following fields on Work Order Entry are complete:

• Standard Parts or Instructions

• Start Date

► To copy labor routing information from standard instructions

From the Equipment Work Orders menu (G1316), choose Backlog Management.

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1. On Work With Work Orders, complete the following field in the Query by
Example row and click Find:

• Document (Order No, Invoice, etc.)

2. Choose the record and then choose Instructions from the Row menu.

3. On Work Order Routing, choose Copy by Item from the Form menu.

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 Creating Corrective Work Orders

4. On Copy by Item, click OK to copy the standard instructions for the

displayed item and branch/plant to the work order routing.
You can accept the values on Copy Screen or enter different values. The
system completes the Work Order Routing form with values from the
standard instructions.

5. On Work Order Routing, make any changes as necessary and click OK.

► To manually assign labor routing instructions

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, complete the following field in the Query by
Example row and click Find:

• Document (Order No, Invoice, etc.)

2. Choose the record and then choose Instructions from the Row menu.

3. On Work Order Routing, complete the following fields and click OK:

• Work Center

• Operation Sequence

• Operation Description

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• Machine Run Hours

• Labor Run Hours

4. Complete the following optional fields and click OK:

• Operation Status

• Rate

• Start Date

• Date - Start (Julian)

• Date - Requested

• Overlap Percent

• Crew Size

• Instruction Number

Field Explanation
Work Center An alphanumeric field that identifies a separate entity
within a business for which you want to track costs. For
example, a business unit might be a warehouse location,
job, project, work center, branch, or plant.
You can assign a business unit to a voucher, invoice, fixed
asset, employee, and so on, for purposes of responsibility
reporting. For example, the system provides reports of
open accounts payable and accounts receivable by business
units to track equipment by responsible department.
Security for this field can prevent you from locating
business units for which you have no authority.
Note: The system uses the job number for journal entries if
you do not enter a value in the AAI table.

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 Creating Corrective Work Orders

Field Explanation
Operation Sequence A number used to indicate an order of succession.
In routing instructions, a number that sequences the
fabrication or assembly steps in the manufacture of an item.
You can track costs and charge time by operation.
In bills of material, a number that designates the routing
step in the fabrication or assembly process that requires a
specified component part. You define the operation
sequence after you create the routing instructions for the
item. The Shop Floor Management system uses this
number in the backflush/preflush by operation process.
In engineering change orders, a number that sequences the
assembly steps for the engineering change.
For repetitive manufacturing, a number that identifies the
sequence in which an item is scheduled to be produced.
Skip To fields allow you to enter an operation sequence that
you want to begin the display of information.
You can use decimals to add steps between existing steps.
For example, use 12.5 to add a step between steps 12 and
13.
Operation Description A description can be:
• Brief information about an item
• A remark
• An explanation
Machine Run Hours The standard machine hours that you expect to incur in the
normal production of this item.
Labor Run Hours The standard hours of labor that you expect to incur in the
normal production of this item.
The run labor hours in the Routing Master table (F3003)
are the total hours that it takes the specified crew size to
complete the operation. The hours are multiplied by the
crew size during shop floor release and product costing.
Operation Status A user defined code (31/OS) that identifies the current
status of a work order or engineering change order as the
operation steps in the routing are completed.
Rate This is the rate used to estimate the labor cost of a routing
step. The system derives this rate from frozen standard
rates.
Start Date The start date for the order. You can enter this date
manually, or have the system calculate it using a
backsheduling routine. The routine starts with the required
date and offsets the total leadtime to calculate the
appropriate start date.

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Field Explanation
Overlap Percent A number that indicates the percentage that successive
operations can overlap. The actual overlap percentage
entered for the operation sequence is the percent by which
that operation overlaps the prior operation. For example, if
you enter 80%, this indicates that work can begin on the
overlapped operation when 20% of the prior operation is
completed.
Notes:
1. Overlapping has no effect on move and queue
calculations.
2. The percent entered must be less than or equal to
100%.
Enter percents as whole numbers: 5% as 5.00
Crew Size The number of people who work in the specified work
center or routing operation.
The system multiplies the Run Labor value in the Routing
Master table (F3003) by crew size during costing to
generate total labor amounts.
If the Prime Load Code is L or B, the system uses the total
labor hours for backscheduling. If the Prime Load Code is
C or M, the system uses the total machine hours for
backscheduling without modification by crew size.
Instruction Number A generic rates and message code (48/SN) that is assigned
to a standard note, message, or general narrative
explanation. You can use this code to add instructional
information to a work order. You set up codes for this field
on the Generic Message/Rate Types table (F00191).

Copying a Work Order

When you have an existing work order with information that is applicable to other
work orders, you can copy it using Copy Work Order. For example, you might
need to perform maintenance on a machine that is similar to the maintenance that
you performed on another machine. Instead of creating a new work order, you can
copy the work order for the previous maintenance. When you copy an existing
work order, the system assigns a unique number to the new work order.
Otherwise, the following information remains unchanged:

• All information from the Work Order Details form

• Parts list
• Labor routing instructions

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 Creating Corrective Work Orders

• Record types
You can also use a parent work order as the basis for creating a work order. The
system uses the information stored in the master for the parent work order to
automatically enter the basic work order information, category codes, and record
type information into the new work order. Use this method when you need to
group work orders that share information that used for reporting and cost
accounts.

You can use the following methods to copy a work order:

• Copy a work order using an existing work order

• Create a work order based on a parent work order

► To copy a work order using an existing work order

From the Equipment Work Orders menu (G1316), choose Work Order Entry.

1. On Work with Work Orders, complete the following field in the Query by
Example row to locate the work order:

• Document (Order No, Invoice, etc.)

2. Choose the work order and then choose Copy Work Order Detail from the
Row menu.
A new work order appears, identical to the one that you copied, but with a unique
work order number. The system copies the parts list, routing instructions, and
record types from the original work order to the new work order.

► To create a work order based on a parent work order

From the Equipment Work Orders menu (G1316), choose Work Order Entry.

1. On Work with Work Orders, complete the following field in the Query by
Example row to locate the work order:

• Parent Order Number

2. Choose the record then choose Parent WO from the Row menu.
A new work order appears, identical to the one that you copied, but with a unique
parent order number. The system copies the parts list, routing instructions, and
record types from the original work order to the new work order.

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See Also

• Entering Basic Work Order Information for the processing options for this
program

Creating a Work Order for Unscheduled Maintenance

When you have set up maintenance tasks to come due on an as-needed basis rather
than a scheduled interval, you can notify the system when you want to create a
work order to perform the tasks. For example, you might want to wash a piece of
equipment only when it is in the shop for other maintenance.

Note: When you create a work order for unscheduled maintenance, the system
runs the ZJDE001 version of the Update PM Schedule Status program. The
default values for this version ensure that the system updates the maintenance
status and PM schedule only for the equipment for which the unscheduled
maintenance task applies. J.D. Edwards recommends that you do not change the
processing options for this version.

Before You Begin

GSet up a PM service type for each unscheduled maintenance task and verify
that the service type has no schedule date or service interval. See Creating a
PM Schedule for more information about setting up service types.

► To create a work order for unscheduled maintenance

From the Equipment Work Orders menu (G1316), choose Backlog Management
or Equipment Backlog.

1. On Work With Work Orders or Work With Equipment Work Orders,

complete the following field and click Find:

• Equipment Number

2. From the Form menu, choose Unscheduled PMs.

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 Creating Corrective Work Orders

The Work With Unscheduled Maintenance form appears, showing all

unscheduled maintenance procedures that are set up for the equipment.

3. Choose a service type for which you want to perform maintenance and then
choose Create Work Order from the Row menu.
The system updates the PM schedule to indicate the maintenance as 100
percent due and generates the corresponding work order.

See Also

• Locating Work Orders for the processing options for this program

Creating a Model Work Order for a PM Service Type

You can create model work orders for any service type on a PM schedule. When
you create a model work order, the system assigns it a unique number. When you
enter a model work order number for a service type on a PM schedule, depending
on how you set processing options on Update PM Schedule Status, the system
automatically generates a new work order based on information from the model
each time that the service type comes due. For example, the new work order might
include the parts list, routing instructions, and any media objects that you attached
to the model work order.

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Technical Considerations

Parts lists and routings When you choose Parts List from a model work order, the
for model work orders system accesses the Standard Parts List form. When you
choose Routings, the system accesses the Standard
Instructions form.

In addition, you can copy a media object from the model work order to the
assigned PM work order.

Note: You can use any existing work order as a model work order. You assign
model work orders to service types when you create PM schedules. J.D. Edwards
recommends that you enter a work order type that includes an X in the first
position of the second description line for the user defined code for Work Order
Type (00/TY). When you use Backlog Management to search for work orders, you
can specify that the system exclude model work orders from the search.

Before You Begin

GVerify that you have set up the user defined code table for Work Order
Type (00/TY) with at least one work order type that includes an X in the
first position of the second description line. See Understanding User Defined
Codes.

► To create a model work order for a PM service type

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, click Add to access Work Order Details.

2. On Work Order Details, complete the following fields:

• Description

• Charge to BU

• Branch/Plant

3. Complete any of the remaining fields applicable to the service type for the
work order.

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 Creating Corrective Work Orders

You do not need to enter an equipment number. The system automatically

assigns the equipment number from the PM schedule for which the work
order applies.
If you enter a value in the Standard Parts and Instructions field, the system
copies the parts and routing to the assigned work order.

4. To specify the work order as a model, click the Codes tab and complete the
following field:

• Type
The value that you enter must include an X in the first position of the
second description line for the user defined code indicated.

5. Complete any of the remaining fields that you want to apply to the service
type.

6. Click the Classification tab and complete any of the Category Code fields
that you want to apply to the service type.

7. Click the Assignments tab and complete any of the fields that you want to
apply to the service type, and then click OK.

See Also

• Adding Text to a Work Order

• Assigning Parts to a Work Order
• Assigning Labor Routing to a Work Order
• Working With Supplemental Information for Work Orders

Setting Up a Project

For a group of maintenance tasks that are interrelated and subordinate to a larger
task, such as a plant shutdown or the retooling of a manufacturing line, you can
combine the tasks into a project. Setting up a project is especially useful when you
need to monitor the day-to-day details of a project within the context of the
project as a whole.

Setting up a project is a similar process to creating work orders using parent

information. However, to set up a project, you use Project Setup to create several
work orders at the same time and group them into a hierarchy under an existing
(parent) work order. You can then manage all of the tasks through one work order.
The parent work order represents the project, and each work order assigned to the
parent represents a specific task within the project.

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The system automatically enters basic work order information, category codes, and
record type information from the parent work order into each work order in the
project. After you create the project hierarchy, you can enter specific information
for each work order by accessing the Work Order Details form. Use processing
options to specify which Work Order Details form that the system will display
when you want to enter additional work order information. You can then enter
additional information about each work order, such as status comments or an
extended description of the task.

► To set up a project

From the Simple Project Management menu (G4812), choose Project Setup.

1. On Project Setup, complete the following fields to identify the project:

• Parent W.O. No

• Address Number

• Job or BU

2. To describe each step of the project, complete the following field in the
detail area:

• Description

3. To further define each step of the project, complete the following optional
fields and click OK:

• Categories - Work Order 01

• Date - Start (Julian)

• Date - Completion (Julian)

• Hours - Estimated

• Document (Order No, Invoice, etc.)

• Address Number - Manager

• Message Number

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 Creating Corrective Work Orders

Field Explanation
Parent W.O. No A number that identifies the parent work order. You can
use this number to do the following:
• Enter default values for new work orders, such as
Type, Priority, Status, and Manager
• Group work orders for project setup and
reporting

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Working with Work Orders

After you have created work orders, you can perform a variety of tasks to manage
the work orders as they move through the work order life cycle. For example, you
can:

• Search for specific work orders or groups of work orders

• Revise information, such as start date, priority, status, and so on, as work
orders move through the life cycle and demands on your maintenance
organization change
• Review information about the parts lists for work orders
• Print hard copies of work orders for use by maintenance personnel
• Change the status of a work order to complete, indicating that the
maintenance tasks have been performed
Working with work orders consists of the following tasks:

GLocating work orders

GRevising work orders

GReviewing work order parts lists

GPurchasing parts for a work order

GPrinting work orders

Locating Work Orders

You can use a variety of search criteria to locate work orders in your maintenance
organization. You can locate work orders using Backlog Management or
Equipment Backlog. The method that you choose depends on the information that
you know about the work orders that you want to locate, as well as the tasks that
you want to perform after you locate the work orders.

Locating work orders consists of the following tasks:

GLocating work orders using Backlog Management

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Equipment-Plant Maintenance

GLocating work orders using Equipment Backlog

You can use Backlog Management or Equipment Backlog to complete multiple

tasks with a single work order. For example, after you locate a work order using
Backlog Management, you can access Work Order Inventory Issues, a program
that allows you to issue parts to the work order without returning to the
Equipment/Plant Maintenance menu.

The following graphic shows many of the forms and functions that you can access
when you use Backlog Management or Equipment Backlog:

Search for Work Orders by:

* Company
* Equipment Status
* Description
* Responsible Business Unit
* Location
* Category Codes

Exit To:

* Equipment Masters
* Location Transfer
* Parent History Inquiry
* Search Like Equipment
* Message Log
* Cost Summary
* Location History
* License Information
* Work Order Backlog
* Equipment Backlog
* Supplemental Data
* PM Schedule
* PM Backlog
* Supplemental Data

Locating Work Orders Using Backlog Management

You can enter a variety of search criteria on Backlog Management to locate work
orders in your maintenance organization. You can also use Backlog Management
to complete multiple tasks with a single work order. For example, after you locate a

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 Working with Work Orders

work order, you can access a program that allows you to make revisions to the
parts list.

Use Backlog Management to review work order information that is not specific to
a piece of equipment or a category of equipment. When you use Backlog
Management, you can use any combination of the information shared among work
orders to locate them. For example, you can locate all the work orders for a
business unit that are assigned to a particular supervisor. Depending on how you
set up your system and on the processing options that are in effect, the system
enters * in many of the search fields on Backlog Management, such as the
following:

• Status
• Supervisor
• Manager (Planner)
• Customer
• Originator
You can perform a broad, relatively unfiltered search for work orders by accepting
the wildcard values, rather than completing specific search fields. To search for
work orders with specific characteristics, use tabs on the search form to access the
appropriate data field.

Information that you can use to locate work orders with Backlog Management
includes:

• A job or business unit

• A subsidiary or cost code (repair code)
• Equipment for which the work orders apply
• The work center or craft to which work orders are assigned
• The estimated hours and duration of the work orders
• The person who originated the work orders
• The manager or supervisor of the work to be performed
• Any combination of the user defined information associated with the work
orders, such as category codes and work order type
• Any of the dates associated with the work orders, such as start date and
planned completion date
You can perform a variety of tasks from Backlog Management, including the
following:

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Equipment-Plant Maintenance

• Create a work order for unscheduled maintenance

• Review a summary of equipment failures and downtime
• Review or revising work order text
• Review a summary of estimated and actual work order costs
• Review a summary of selected work orders that displays the following:
• The number of work orders that meet your criteria
• The estimated hours to complete all of the work orders
• The estimated average number of hours needed to complete each
work order
• Review parts and labor routing instructions
• Review open purchase orders for work orders
• Issue parts to a work order

► To locate work orders using Backlog Management

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, click the General tab in the header area and
complete any of the following fields:

• Equipment Number

• Business Unit or Job

• Subsidiary

• Parent Order Number

2. To limit your search for work orders based on responsible personnel, click
the People tab in the header area and complete any of the following fields:

• Customer

• Manager/Planner

• Supervisor

• Originator

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3. To limit your search based on specific dates, click the Dates tab in the
header area and complete any of the following From/Through fields:

• Order Date - From/Through

• Start Date - From/Through

• Planned Comp. - From/Through

• Completed - From/Through

4. To limit your search based on work order category codes, click the Category
Codes tab in the header area and complete any of the category code fields:

• Phase

• Category 2

• Category 3

• Category 4

• Category 5

• Status

• Service Type

• Skill Type

• Experience Level

• Category 10

5. To limit your search based on information associated with work order

status, click the Status tab in the header area and complete any of the
following From/Through fields associated with the status of work orders:

• Order Status - From/Through

• Est. Downtime Hrs. - From/Through

• Percent Complete - From/Through

• Est. Hours - From/Through

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6. To limit your search based on specific types of work orders, click the Order
Definition tab in the header area and complete any of the following optional
classification fields:

• Document Order Type

• Type - W.O.

• Order Priority

• Cross/Reference

7. To include model work orders in the search, click the following option:

• Include Models

8. Click the Classification tab in the header area, complete the following
optional field, and then click Find:

• Inventory Item Number

Processing Options for Work With Work Orders (P48201)

Defaults 1

Enter the Default Category Codes to be

used to Search for Work Orders

1. Phase ____________

2. Category Code 02 ____________

3. Category Code 03 ____________

4. Category Code 04 ____________

5. Category Code 05 ____________

6. Category Code 06 ____________

7. Category Code 07 ____________

8. Category Code 08 ____________

9. Category Code 09 ____________

10. Category Code 10 ____________

Defaults 2

Enter the Default Values to be used to

Search for Work Orders.

1. From Status Code W.O. ____________

2. Thru Status Code W.O. ____________

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 Working with Work Orders

3. Type - W.O. ____________

4. Document Type ____________

5. Models ____________
Blank = Do not include models
1 = Include models

Defaults 3

Enter the default address book numbers

to be used to search for work
orders.

1. Job or Business Unit ____________

2. Originator ____________

3. Customer ____________

4. Planner ____________

5. Supervisor ____________

Versions

Enter the version of the following

applications to call. Leave blank to
use the default version defined in
parentheses.

1. Work Order Print - R48425 (XJDE0001) ____________

2. Completed PM - P12071 (ZJDE0001) ____________

3. Parts List - P3111 (ZJDE0001) ____________

4. Routing Instructions - P3112 ____________

(ZJDE0001)

5. Inventory Issues - P31113 (ZJDE0002) ____________

6. Time Entry - P311221 (ZJDE0001)(CSMS ____________

Only)

7. Work With Returned Material ____________

Authorization
P40051 (ZJDE0001)
(CSMS Only)

8. Open Purchase Order - P4310 ____________

(ZJDE0011)

9. Returned Material Authorization ____________

Revisions Version - P400511
(CSMS Only)

10. On Line Service Order Quote - P17717 ____________

(ZJDE0001)
(CSMS Only)

11. Time Entry By Employee - ____________

P051121(ZJDE0001)

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WO Entry

1. Choose the work order entry program ____________

to call when adding or selecting a
work order. This entry program will
also decide which UBE will be called
for printing.
’1’ - Equipment Work Orders
(P48011)
’2’ - Service Work Orders
(P17714)
’3’ - Project Task Details
(P48014)
’4’ - Tenant Work Orders (P15248)

2. Enter the version of the selected ____________

work order entry to call. Leave
blank to use default version defined
in parentheses.
Work Order Entry (ZJDE0001)

Process

1. Enter a ’1’ to highlight the priority ____________

field within the grid. Leave blank
to not highlight.

2. Customer Self-Service Functionality ____________

Blank = Bypass Customer
Self-Service functionality.
1 = Activate Customer Self-Service
functionality for use in
Java/HTML.
2 = Activate Customer Self-Service
functionality for use in Windows.

Locating Work Orders Using Equipment Backlog

Use Equipment Backlog to review and analyze work order information for a
particular piece of equipment or group of equipment. When you use Equipment
Backlog, you can use any combination of information shared by equipment, such
as equipment category codes, responsible business unit, and location. For example,
you might want to analyze all failures associated with your heavy equipment. You
can locate all work orders associated with equipment class 30 (Heavy Equipment),
or you can further narrow your search to only type 5 (Emergency) work orders for
heavy equipment. The more information that you enter, the more you narrow your
search to specific work orders.

After you locate a work order or group of work orders, you can perform a variety
of tasks. For example, you can do the following:

• Access a work order master

• Create a work order for unscheduled maintenance

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 Working with Work Orders

► To locate work orders using Equipment Backlog

From the Equipment Work Orders menu (G1316), choose Equipment Backlog.

1. On Work With Equipment Work Orders, click the General tab and
complete any of the following fields:

• Skip To Description

• Resp. Business Unit

• Location

• Skip To Equipment

2. Click the Equipment tab and complete any of the following fields:

• Equipment Status

• Company

• Inventory Number

3. Click the following options:

• Display Children

• Display Disposed

4. Click the Codes tab and complete any of the category code fields.
Additional equipment category code fields are on the Codes 2 tab.

5. Click the Work Order tab and complete any of the following optional fields:

• Customer

• Manager

• Type

• Priority

6. Click the WO Ranges tab and complete any of the following from and thru
fields to further limit your search to specific work orders.

• Status

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Equipment-Plant Maintenance

• Completed Date

• Estimated Hours

7. Click Find.

Processing Options for Work With Equipment Work Orders (P13220)

Defaults 1

Enter a Work Order Status Range to

default values into the Status
fields on the form. Leave blank for
no default.

1. From Status ____________

2. Thru Status ____________

Defaults 2

Enter the default values for Equipment

Category Code selection. Leave blank
to select all.

1. Major Accounting Class ____________

2. Major Equipment Class ____________

3. Manufacturer ____________

4. Model Year ____________

5. Usage Miles or Hours ____________

Defaults 3

Enter the default values for Equipment

Category Code selection. Leave blank
to select all.

1. Category Code 6 ____________

2. Category Code 7 ____________

3. Category Code 8 ____________

4. Category Code 9 ____________

5. Category Code 10 ____________

Versions

Enter the DREAM Writer version for the

application. Leave blank to use
version ZJDE0001.

1. Equipment Master (P1201) ____________

2. Work Order Entry (P48011) ____________

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3. Work Order Backlog (P48201) ____________

Process

Enter the primary product for this

version. Enter a ’1’ for Equipment
and ’2’ for CSMS.

1. Select Product ____________

Revising Work Orders

You can revise information about your work orders as they move through the life
cycle. For example, you can change the start date of the work order if you do not
have the labor resources or parts to complete the maintenance task. You can revise
a variety of other information, including the following:

• Life cycle statuses

• Planned completion dates
• Percentage of work completed
• Work order priority
Revising work orders consists of the following tasks:

GUpdating the life cycle information of a work order

GReviewing the status history of a work order

GSwapping a component

GRevising the detail information of a work order

Updating the Life Cycle Information of a Work Order

The life cycle of a work order includes the steps or statuses through which a work
order must pass in order to accurately communicate the progress of the
maintenance tasks it represents. For example, the life cycle of a work order can
include statuses that indicate the following:

• Work order entered

• Work order pending review
• Waiting for parts
• Work in progress

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When you have completed all of the tasks requested on a work order, you can
change the work order’s status to complete. When you change the status of a work
order to complete, the system provides a warning message that alerts you to any
open purchase orders associated with the work order.

You can also close a work order to prevent transactions from being entered against
it.

Updating the life cycle information of a work order includes the following tasks:

• Changing the status of a work order

• Closing a work order

► To change the status of a work order

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, complete the steps for locating a work order.

2. On Work Order Details, click the Codes tab, then complete the following
field and click OK:

• Status

3. On Status Change, complete the following optional fields to override any

default values that the system provides:

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 Working with Work Orders

• Beginning Date

• Time Beginning

4. Complete the following optional field:

• Remark

5. To change the status of the equipment associated with the work order,
complete the following field:

• New

6. Click the following option and click OK:

• Update Children Status

Field Explanation
Status A user defined code (system 00, type SS) that describes the
status of a work order.
New A user defined code (12/ES) that identifies the equipment
or disposal status of an asset, such as available, down, or
disposed.
Update Children Status This code specifies whether to update the status of the
children (components) when a parent piece of equipment is
updated. Valid values are:
On Update the status of the children with the parent
equipment
Off Update only the parent equipment

► To close a work order

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, complete the steps for locating a work order.

2. Click the Codes tab and enter a value other than blank in the following field:

• Subledger Inactive Code

3. Click OK.

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Reviewing the Status History of a Work Order

You can review a history of the statuses that you have assigned to a work order,
such as new order, parts list attached, in progress, and so on. This is especially
useful when you need to quickly review the status of a work order and determine
how long a work order has been at various statuses in the work order life cycle.
When you review the status history of a work order, you can also review the
following:

• Remarks entered when you changed the work order status

• The beginning and ending dates and times of each status change
• The hours associated with each occurrence of a particular status
Processing options for Work With Status History allow you to revise existing
remarks for any status change, enter a new remark if you did not do so when you
changed the status, or protect the remarks field from future revisions.

► To review the status history of a work order

From the Equipment Work Orders menu (G1316), choose Status History.

On Work With Status History, complete the following field and click Find:

• W.O. Number
A history of each status assigned to the work order appears, from its
creation to the present.

Processing Options for Status History (P1307)

Process

1. Enter a ’1’ to protect the Remarks

field. Enter a ’2’ to protect the
Remarks field if it is not blank.
Leave blank to allow modifications
to the Remarks field.

Protect Remarks ____________

2. Enter the Work Day Calendar to use

for the calculation of the number of
days for Equipment Analysis.

Work Day Calendar ____________

3. Enter the primary product for this

version. Enter a ’1’ for Equipment
and ’2’ for CSMS.

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Select Product ____________

Swapping a Component

To simplify moving equipment components from parent to parent, you can swap
an equipment component for another on a work order. When you swap a
component, you can specify changes that you want to make to the parent and
component relationships for each component. For example, you might need to
install a new exhaust fan in Production Line 1 while you service the old exhaust
fan. You can update the parent and component relationships to indicate that the
new exhaust fan is now a component of Production Line 1.

When you swap components, you can update the status of each component
affected by the swap. For example, you can indicate a status of Down for the
exhaust fan that you removed from Production Line 1 and a status of Working for
the new exhaust fan that you installed.

You can also revise the responsible business unit of the old component. In
addition, you can revise the location information for either component. When you
revise the location information for the new component, you can specify a location
or use the location of the component’s parent.

► To swap a component

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, complete the following field in the Query by
Example row and click Find:

• Document (Order No, Invoice, etc.)

2. Choose the record for the work order and click Select.

3. On Work Order Details, click the Codes tab and complete the following
field:

• Status

4. Click OK.

5. On Status Change, click the following option in the Equipment Status

portion of the form:

• Change Component

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6. Complete the following optional field in the Equipment Status portion of

the form and click OK:

• Equipment Status New

7. On Component Changeout, complete the following field:

• New Component

8. To update information for the old component, complete the following

optional fields:

• Business Unit

• Location

9. Click the following option:

• Create Work Order

10. Complete the following optional fields for the new component:

• Location

• Equipment Status

11. Click the following options and click OK:

• Children Status

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 Working with Work Orders

• Children Code

• Business Unit

Field Explanation
Change Component This code indicates whether you performed an equipment
component changeout on the work order. Valid values are:
On Component changeout was performed
Off Component changeout was not perfomed
New Component An identification code for an asset that you can enter in one
of the following formats:
1 Asset number (a computer-assigned, 8-digit,
numeric control number)
2 Unit number (a 12-character alphanumeric field)
3 Serial number (a 25-character alphanumeric field)
Every asset has an asset number. You can use unit number
and serial number to further identify assets as needed.
If this is a data entry field, the first character you enter
indicates whether you are entering the primary (default)
format that is defined for your system, or one of the other
two formats. A special character (such as / or *) in the first
position of this field indicates which asset number format
you are using. You assign special characters to asset number
formats on the Fixed Assets system constants form.
Business Unit An alphanumeric field that identifies a separate entity
within a business for which you want to track costs. For
example, a business unit might be a warehouse location,
job, project, work center, branch, or plant.
You can assign a business unit to a voucher, invoice, fixed
asset, employee, and so on, for purposes of responsibility
reporting. For example, the system provides reports of
open accounts payable and accounts receivable by business
units to track equipment by responsible department.
Security for this field can prevent you from locating
business units for which you have no authority.
Note: The system uses the job number for journal entries if
you do not enter a value in the AAI table.
Location The current physical location of an asset. Location must be
a valid business unit or job number in the Business Unit
Master table (F0006).

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Field Explanation
Create Work Order This code determines whether the system creates a work
order for the old component when you do a component
changeout. When the system creates a work order, it uses
default values from the processing options from the
ZJDE0001 version of Work Order Entry (P48011). Valid
values are:
blank Do not create a work order
1 Create a work order
For OneWorld:
On Create a work order
Off Do not create a work order
Children Status This code specifies whether to update the status of the
children (components) when a parent piece of equipment is
updated. Valid values are:
On Update the status of the children with the parent
equipment
Off Update only the parent equipment
Children Code This code indicates whether the children of the component
being changed-out stay with the component. Valid values
are:
On Attach children to the new component
Off Do not attach children to the new component
Business Unit This code determines whether to change the responsible
business unit of the equipment components to the parent’s
responsible business unit. Valid values are:
On Change responsible business unit
Off Do not change responsible business unit

See Also

• Locating Work Orders

• Updating the Life Cycle Information of a Work Order
• Creating Corrective Work Orders for the processing options for this program

Revising the Detail Information of a Work Order

After you create a work order, you can revise any field on the order except for the
work order number.

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 Working with Work Orders

► To revise the detail information of a work order

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, complete the steps to locate a work order.

2. On Work Order Details, revise any of the input-capable fields as necessary

and click OK.
You can click any of the tabs to access fields that you need to revise.

See Also

• Locating Work Orders

Reviewing Work Order Parts Lists

Review work order parts lists to view the most current information about the parts
requirements of your work orders. Use Parts List Inquiry to review information for
individual work orders or a selection of related work orders. You can review the
following:

• Parts requirements based on work order status

• Parts requirements based on the start date
• Parts with a negative availability

► To review work order parts lists

From the Equipment Work Orders menu (G1316), choose Parts List Inquiry.

1. On Work With Work Order Parts List, complete the following field:

• WO Number
You can search for parts information based on a work order number or on a
combination of fields on the Additional Selection Criteria form, but not on
both.

2. From the Form menu, choose Additional Selection.

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Equipment-Plant Maintenance

3. On Additional Selection Criteria, complete any combination of the

following fields to search for parts associated with multiple work orders:

• Address Number

• Business Unit

• Asset Number

• WO Start Date

• From Status

• Thru Status

4. Complete any of the optional category code fields to further limit your
search to specific work orders and then click OK.

5. On Work With Work Order Parts List, complete the following fields and
click Find:

• Requirements

• Availability

6. To determine which work orders are creating a demand for a part, choose a
record and then choose Supply and Demand Inquiry from the Row menu.

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 Working with Work Orders

The system displays Work With Supply and Demand, from which you can
review the associated work orders.

Field Explanation
Address Number A number that identifies an entry in the Address Book
system. Use this number to identify employees, applicants,
participants, customers, suppliers, tenants, a location, and
any other address book members.
................................Form-specific information.................................
This address book number corresponds to the address
book number entered in the AN8 field on the work order
header.
Requirements This field indicates whether to display all parts or only those
parts with a requirement.
1 Display all parts.
2 Display only those parts with a requirement.
Availability This field indicates whether to display all parts or only those
parts with a negative availability.
1 Display all parts.
2 Display only those parts with a negative
availability.

Processing Options for Work Order Parts List Inquiry (P3121)

Versions

If blank, version ’ZJDE0001’ will be

used.

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Equipment-Plant Maintenance

1. Purchase Order Inquiry Version ____________

2. Supply/Demand Version ____________

Purchasing Parts for a Work Order

You can purchase parts for a work order by creating purchase orders directly from
the work order parts list. This is particularly useful if a maintenance task requires
parts that you do not usually keep in stock, such as unusually costly parts or parts
that have long order lead times.

When you create purchase orders directly from the work order parts list, you can
use processing options to specify the initial status of the purchase order, as well as
the approval route for the purchase order. After the system creates the purchase
order, the purchase order number and document type appear in the work order
parts list.

When you create a purchase order for a piece of equipment for which you have
defined a warranty service type, the system displays a warning message to alert you
that a warranty is in effect.

Before You Begin

GVerify that the processing options for Work Order Parts List (P3111) are set
to allow you to create purchase orders directly from the work order parts
list.

See Also

• Creating an Equipment PM Schedule for more information about creating PM

service types for equipment under warranty

► To purchase parts for a work order

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, complete the following field in the Query by
Example row to locate the work order:

• Document (Order No, Invoice, etc.)

2. Choose the work order and then choose Parts List from the Row menu.

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 Working with Work Orders

You can also access the work order parts list directly from Work Order
Details.

3. On Work Order Parts List, complete the following field in the detail area for
each part that you want to purchase:

• Customer
This field might already contain a value. You can accept this value or enter a
different supplier.

4. For each part that you want to purchase, choose the record and then choose
Create PO from the Row menu.
You can select multiple parts records. The system processes each row
selected.

5. Press OK.

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Equipment-Plant Maintenance

6. On Suppliers Selected For Order, choose Generate Order(s) from the Form
menu.

Generated Purchase Orders appears.

7. To review the purchase order, choose the record and then choose Open
Order Inquiry from the Row menu.

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 Working with Work Orders

Work With Work Order Details appears.

Related Tasks

Purchasing parts on a When you need to purchase parts for which you have a
recurring basis recurring need, such as parts for PM work orders, you can
create purchase orders using the Procurement system or
you can generate purchase orders using the parts planning
features in Equipment/Plant Maintenance.

See Entering Order Header Information and Entering Order Detail

Information in the Procurement Guide for more information
about creating purchase orders.

Printing Work Orders

You print work orders when you need a hard copy of a work order or group of
work orders. You can print individual work orders directly from Backlog
Management, or you can run the Print Work Orders program to print multiple
work orders according to your data selections.

Printing work orders consists of the following tasks:

GPrinting a single work order

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Equipment-Plant Maintenance

GPrinting multiple work orders

Before You Begin

GSet up Default Locations and Printer. See Defining Default Location and
Printers.

Printing a Single Work Order

Print single work orders when you need a copy of a specific work order. You use
processing options to specify which version of the Maintenance Work Order Print
program the system uses to print the order.

► To print a single work order

From the Equipment Work Orders menu (G1316), choose Backlog Management.

1. On Work With Work Orders, complete the steps to locate a work order.

2. Choose the record for the work order, and then choose Print WO (Print
Work Order) from the Row menu.

3. On Printer Selection, click one of the following options to specify an

orientation for the printed report, and then click OK:

• Landscape

• Portrait

See Also

• Locating Work Orders Using Backlog Management for the processing options for
Work With Work Orders

Printing Multiple Work Orders

From the Equipment Work Orders menu (G1316), choose Print Work Orders.

You print work orders when you need a hard copy of a group of work orders.
When you run Print Work Orders, you use data selections to specify which work
orders to print or suppress. You then use processing options to specify the
information that you want to print, such as whether to suppress dates associated

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 Working with Work Orders

with work order record type information, suppress estimated hours associated with
work order or to print equipment messages associated with a piece of equipment
on the work order. In addition, you can enter record types to be printed with a
work order. You can also specify whether the system changes the status of the
work orders at the same time that it prints them.

To print multiple work orders, choose Print Work Orders. When you choose Print
Work Orders, the system displays a versions list. The versions list includes a
DEMO version that you can run or copy and revise for your business needs.

See Also

• R48425, Print Work Orders in the Reports Guide for a report sample

Processing Options for Maintenance Work Order Report (R48425)

Process

Enter a new status to update on the Work

Order. Leave blank to not update
the Work Order status. NOTE: This
option will update the status on all
Work Orders selected by the
version.

1. Work Order Status ____________

Print Options

Enter a ’1’ to suppress dates ____________

associated with the work
order record type info.
Enter a ’1’ to suppress ____________
estimated hours associated with
work order.
Enter a ’1’ to print equipment ____________
messages associated with piece of
equipment on WO.
Enter a ’1’ to print Media Objects ____________
associated with the Work Order

Record Types

Enter Record Types to be printed ____________

with work order. List one after
another on same line. The ’A’
Record Type will always print.

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Maintenance Planning
Maintenance Planning

Use maintenance planning to accurately forecast parts and labor resources needed
to complete your maintenance tasks. Use maintenance planning to minimize
equipment downtime by ensuring that the necessary parts, materials, and
maintenance personnel are available when a piece of equipment requires
maintenance.

When you use maintenance planning, you define a range of maintenance work
orders for which the system projects parts requirements and labor requirements.
Additionally, you can integrate this information with forecasted (planned) work
orders that the system generates when you run a preventive maintenance
projection.

After the system generates a PM projection, you can do the following:

• Review information from the PM projection

• Generate a parts plan
• Respond to system recommendations for purchasing parts and materials
• Generate a labor plan
• Revise a labor plan to accommodate available resources
The following graphic shows the elements that the system uses to generate parts
and labor plans:

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Equipment-Plant Maintenance

Actual Work Orders Projected PMs

(F1207)

Parts Plan Labor Plan

This section describes features and functions that depend on the installation of the
complete Equipment/Plant Management system. To be able to use Maintenance
Planning, you must have purchased and installed the following systems:

• 30 - Product Data Management

• 31 - Shop Floor Management
• 33 - Resource and Capacity Planning
• 34 - Material Planning
• 40 - Inventory Base and Order Processing
• 41 - Inventory Management
• 43 - Procurement
Check with your system administrator to verify which systems you have purchased
and installed.

Maintenance planning consists of the following tasks:

GWorking with PM projections

GGenerating a parts plan

GReviewing the parts plan

GGenerating a labor plan

GWorking with the labor plan

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 Maintenance planning

PM Projections

When you run the PM projection, you can use the information that the system
generates to help plan your maintenance activities. You specify the time period for
which you want the system to forecast when equipment requires maintenance. The
PM projection includes the following information:

• All equipment that requires maintenance

• Dates when the equipment will require maintenance
• Parts and materials required for the maintenance
• Estimated amount of time required to perform the maintenance
The Update PM Projections program uses information from the equipment
masters and the equipments’ preventive maintenance schedules to update the
following tables:

PM Projections (F13411) This table stores the following information:

• Equipment numbers
• Service types associated with the equipment
• Projected start dates for each service type
• Estimated hours for each service type
• Estimated parts and labor costs
• Forecast type

Forecast (F3460) This table stores the following information:

• Standard parts list and routing instructions from the

model work order associated with a PM
• Branch where parts are stocked
• Requested date for maintenance
• Forecast type
• Document type

Parts Plans

Use the parts plan to review the availability of required parts. When you generate a
parts plan, the system generates messages that you should review to identify
various parts planning needs. For example, you review parts messages to determine
the quantity needed of a particular part at a future date. You can also direct the

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Equipment-Plant Maintenance

system to create purchase orders for parts currently not on hand, but needed in the
future.

Labor Plans

Use the labor plan to review the demands that maintenance tasks place on your
labor resources. When you generate a labor plan, the system generates messages
that alert you to over-capacity or under-capacity conditions. You can adjust your
labor resources accordingly or reschedule selected maintenance tasks to alleviate
the over-capacity or under-capacity conditions.

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Working with PM Projections

You can use PM projections to collect and review detailed information about
future maintenance tasks. For example, depending on the time period that you
specify, you can review the following:

• All future maintenance for a piece of equipment or a class of equipment

• All future maintenance tasks by service type
• All future maintenance tasks at a specific location
Working with PM projections consists of the following tasks:

GRunning the PM projection update

GReviewing PM projections

Running the PM Projection Update

From the Maintenance Planning menu (G1322), choose Update PM Projections.

Run the Update PM Projections program to forecast parts and labor requirements
for future PMs. When you run this program, you specify the dates for which you
want the projection to apply.

The system uses information from the Asset Master Information table (F1201) and
the Maintenance Schedule table (F1207; specifically, the estimated occurrences
value and the last completed date for each service type) to determine when a piece
of equipment will be due for maintenance. The system also uses parts and labor
resource information from the model work order to determine future parts and
labor requirements.

When you run Update PM Projections, the system updates the following tables:

PM Projections (F13411) This table provides information for Work With PM

Projections and Print PM Projection.

Forecast table (F3460) The system uses values from this table to calculate parts
and labor requirements for projected PMs.

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Equipment-Plant Maintenance

Note: You must have purchased and installed Requirements Planning (system 34)
and Capacity Requirements Planning (system 33) to use parts and labor planning
functions. In addition, you must associate model work orders with PM schedules
to supply the system with the necessary data to determine parts and labor
requirements.

When you select Update PM Projections, the system displays a versions list. The
versions list includes DEMO versions that you can run or copy and modify to suit
your needs. When you run a version, the system displays Processing Option
Revisions before submitting the job for processing.

After you select the appropriate processing options, the system displays a message
that the job was submitted to batch.

Before You Begin

GCreate model work orders for PM schedules. See Creating a Model Work Order
for a PM Service Type.

See Also

• Working With Batch Versions in the OneWorld Foundation Guide for more
information about running, copying, and changing batch versions
• See Understanding User Defined Codes for more information about setting up
forecast types (34/DF)

Processing Options for Update PM Projections (R13411)

Defaults

1. Enter the From Date for PM ____________

Projections

2. Enter the Through Date for PM ____________

Projections

3. Enter the Forecast Type ____________

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 Working with PM Projections

What You Should Know About Processing Options

Use Forecast Type to distinguish projections. For example,

Forecast Type you can specify forecast types to distinguish manufacturing
and maintenance projections. Within maintenance, you
could specify forecast types to set up multiple projections
based on the following:
• Short-term planning
• Long-term planning
• Area, such as production line 1, line 2, and so on
• Planner

See Understanding User Defined Codes for more information

about setting up forecast types (34/DF).

Reviewing PM Projections

You can use Work With PM Projections to review detailed information about
future PMs. For example, you can review the following:

• Projected dates for PMs

• Projected service types for specific pieces of equipment
• Estimated hours and amounts for labor and materials for each service type
• A summarized total of estimated hours and amounts for all service types
that match the search criteria you enter
You can use any of the following types of information to limit the PM information
that appears:

• Forecast type
• Schedule dates
• Service types
• Equipment location
• Equipment number
• Equipment category codes

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Equipment-Plant Maintenance

► To review PM projections

From the Maintenance Planning menu (G1322), choose PM Projections.

1. On Work With PM Projections, click the General tab and complete the
following field:

• Forecast Type

2. To limit your search to specific PM projection information, complete any of

the following optional fields:

• Service Type

• Scheduled Date From

• Scheduled Date Thru.

• Equipment Number

3. Click the Equipment tab and complete the following optional field to
further limit your search to specific PM projection information:

• Location

4. Complete any of the equipment category code fields.

5. Click the Equipment 2 tab and complete any additional equipment category
code fields.

6. Click Find.

Field Explanation
Forecast Type A user defined code (34/DF) that indicates one of the
following:
• The forecasting method used to calculate the
numbers displayed about the item
• The actual historical information about the item
Service Type A user defined code (system 12, type ST) that describes the
preventive maintenance service to be performed. Examples
of codes include CLUTCH for adjust clutch, OIL for
change oil, 10H for 10 hour service, and so forth.

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 Working with PM Projections

Related Tasks

Reviewing and revising You can review and revise information about projected
projected PMs PMs. From the MPS Daily Operations menu (G3412),
choose Enter/Change Detail Forecast. Work With
Forecasts appears. From this form you can access Detail
Forecast Revisions, from which you can:

• Manually revise forecast information for an existing

projection
• Add or delete a parts forecast
• Enter descriptive text for the forecast

You can access forecasts that you want to revise by

equipment number, branch plant, forecast type, or any
combination of these elements. If your forecast is extensive,
you can specify a beginning request date to limit the
amount of information that the system displays.

Note: When you revise forecast information, the changes

you make only affect the Forecast table (F3460). They do
not affect the PM Projections table (F13411).

See Revising Detail Forecasts in the Forecasting Guide for more

information.

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Generating a Parts Plan

From the Material Planning menu (G1323), choose Plan Generation.

You can generate a parts plan to assist you in planning parts and materials
requirements for work orders. When you generate a parts plan, the system
compares the parts inventory you have on hand with the parts needed for work
orders. The system determines parts requirements for actual work orders, such as
work orders generated for corrective maintenance and forecasted (planned) work
orders.

Based on this comparison, the system determines the availability of the parts
needed for work orders. The system also generates messages that you can review
to ensure that the right parts are available when they are needed. The messages
include the following recommendations:

• Which parts and materials you should order

• When you should place orders for parts
• What quantity you should order
• Whether you should cancel, defer, expedite, or increase existing orders
You use processing options to define a planning horizon for the parts plan. A
planning horizon refers to the period for which a plan applies and how the period
is ordered for display purposes. You can include up to 52 periods in a planning
horizon. For example, you can generate a parts plan with a six-month planning
horizon ordered as follows:

• Days - 14
• Weeks - 7
• Months - 4
When you review part availability by time, the system uses the planning horizon as
the basis for the parts projection information it displays.

When you use processing options for generating a parts plan, J.D. Edwards
recommends the following:

• Equipment/Plant Maintenance users set the Generation Mode field to 2

(gross regeneration).

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Equipment-Plant Maintenance

• Equipment/Plant Maintenance users set the Generation type field to 4

(MRP with/without MPS).
• Equipment/Plant Maintenance users choose the default value, QT, in the
UCD Type field. This user defined code table contains all quantity types.
See Setting Up Parts Planning Codes for more information on quantity types and the
MRP Calculation Display table.

Every time you generate a parts plan, the system deletes all previous messages
regarding parts availability. The system also deletes all detail messages for the parts
you specify, except messages that you enter manually and messages that you direct
the system to hold.

Note: In order for the system to include an inventory part when the system
calculates part availability, the inventory part must have an item balance record.

To ensure accurate information when you generate a parts plan, other system users
should not access programs that use inventory or planning tables. When you run
Plan Generation, Processing Option Revisions appears before submitting the job
for processing.

Before You Begin

GVerify that the workday calendar has been set up for the time period for
which you want to generate the parts plan. If your parts planning requires
order lead time, you must account for backward and forward scheduling to
accommodate the lead time. See Setting Up the Workday Calendar.

See Also

• Generating a Master Schedule in the Manufacturing and Distribution Planning Guide

for more information about defining a plan generation, and for the
processing options for this program
• Working With Batch Versions in the One World Foundation Guide for more
information about running, copying, and changing batch versions
• Working with Parts Detail Messages for more information about holding
messages or entering messages manually
• Appendix A: Inventory Concepts and Setup for more information about
inventory records

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 Generating a Parts Plan

What You Should Know About Processing Options

Generation Mode J.D. Edwards recommends that Equipment/Plant

Maintenance users set this processing option to 2 (gross
regeneration).

Generation Type J.D. Edwards recommends that Equipment/Plant

Maintenance users set this processing option to 4 (MRP
with/without MPS).

UDC Type J.D. Edwards recommends that Equipment/Plant

Maintenance users choose the default quantity type QT.
This user defined code table contains all quantity types.

See Setting Up Parts Planning Codes for more information on

quantity types and the MRP Calculation Display table.

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Reviewing the Parts Plan

When the system generates a parts plan, it updates several forms and generates a
variety of messages. You can review these forms and messages to plan the parts
requirements for your maintenance tasks. The forms and messages include the
following types of information:

Planning family You can view messages by planning family or individuals

within a planning family. You use planning families to
group individuals responsible for parts. For example, you
can review messages pertaining to the following:

• Parts for which the maintenance planning family is

responsible
• Parts for which only the buyer is responsible

Inventory parts details You can review parts detail messages when you want to
review detailed ordering information about a particular part.
The messages include recommendations about when you
should order the part. In addition, you can review the
following:

• Inventory locations where the part is needed

• Required dates
• Part suppliers

After you review the messages, you can take appropriate

action on the messages.

Inventory parts You can review the activity affecting an inventory part’s
availability by time availability over a time period that you specify. You can
review the activity in daily, weekly, or monthly increments.
Activity that affects availability includes the following:

• Beginning available amounts

• Supplies created by purchase orders
• Demands created by maintenance work orders

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Equipment-Plant Maintenance

Supply and demand You can review detailed supply and demand information
for a particular part. For example, you can review detailed
information about a work order that creates a demand for a
part or a purchase order that creates a supply for a part.

Component parts You can review component part information when you
want to review all of the standard parts lists (or bills of
material) for which a component part is used.

Part cross-reference You can review part cross-reference information when you
want to determine which parts can be used as substitutions
or replacements for parts that are not available. You can
also review substitute suppliers.

Reviewing a parts plan consists of the following tasks:

GReviewing parts by planning family

GWorking with parts detail messages

GReviewing parts availability by time

GReviewing part supply and demand

GReviewing component part information

GReviewing and revising part cross-references

Reviewing Parts by Planning Family

You can review information about parts according to the person or planning
family responsible for the parts. For example, you can review parts information by
the following:

• Planner
• Buyer
• Supplier
• Master planning family
When you choose the person or planning family for which you want to review
parts information, all parts associated with the person or planning family that have
outstanding messages appear. You can specify the type of messages that you want
to appear.

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 Reviewing the Parts Plan

► To review parts by planning family

From the Material Planning menu (G1323), choose Review Planning Family.

1. On Work with Message Summary, complete the following field:

• Business Unit

2. To limit your search to a particular planning family, complete any of the

following optional fields:

• Planner Number

• Buyer Number

• Primary / Last Supplier Number

• Master Planning Family

3. To limit the amount of information that appears, complete any combination

of the following optional fields and click Find:

• Thru Date

• Message Type

• Planning Code

• Stocking Type

• All Items

Field Explanation
Planner Number The address number of the material planner for this item.
Buyer Number The address book number of the person responsible for
setting up and maintaining the correct stocking levels for
the item.
Primary Supplier The address book number of the preferred provider of this
item.
You can enter the number for the supplier or you can have
the system enter it each time that you receive the item from
a supplier. You specify whether the system enters the
supplier using processing options for Enter Receipts.

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Field Explanation
Planning Family A user defined code (41/P4) that represents an item
property type or classification, such as commodity type or
planning family. The system uses this code to sort and
process like items.
This field is one of six classification categories available
primarily for purchasing purposes.
Message Type A code that distinguishes different messages generated in
the Distribution Requirements Planning/Master Production
Schedule/Material Requirements Planning system. Valid
codes are:
A Warning messages (user controlled)
B Order and expedite
C Cancel
D Defer
E Expedite
F Frozen order (user controlled)
G Increase order quantity to (user controlled)
H Decrease rate quantity to
I Increase rate quantity to
L Decrease order quantity to (user controlled)
M Manual reminder
N Create rate
O Order
P Firm order
S FPO adjustment suggestion
T Past due order
Pln Cod A code that indicates how Master Production Schedule
(MPS), Material Requirements Planning (MRP), or
Distribution Requirements Planning (DRP) processes this
item. Valid codes are:
0 Not Planned by MPS, MRP, or DRP
1 Planned by MPS or DRP
2 Planned by MRP
3 Planned by MRP with additional independent
forecast
4 Planned by MPS, Parent in Planning Bill
5 Planned by MPS, Component in Planning Bill
These codes are hard-coded.
................................Form-specific information.................................
For Equipment/Plant Management users:
Enter a 2 for Maintenance Planning.

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Field Explanation
Stocking Type A user defined code (41/I) that indicates how you stock an
item, for example, as finished goods or as raw materials.
The following stocking types are hard-coded and you
should not change them:
0 Phantom item
B Bulk floor stock
C Configured item
E Emergency/corrective maintenance
F Feature
K Kit parent item
N Nonstock
The first character of Description 2 in the user defined
code table indicates if the item is purchased (P) or
manufactured (M).
All Items A code used to select All or a Selected part of a list of
items.

Processing Options for Message Summary (P3401)

Versions 1

Enter the Versions for the following

programs. Default = ZJDE0001.

1. Manufacturing Work Bench Version ____________

2. Message Detail Version ____________

3. Item Availability Version ____________

4. Time Series Version ____________

5. Forecast Maintenance Version ____________

6. Supplier Schedule Version ____________

Versions 2

Enter the Versions for the following

programs. Default = ZJDE0001.

1. Supplier Master Version ____________

2. Item Branch (P41026B) ____________

Defaults

Enter MPS Type or ’ ’ for all.

1. Master Planning Type Code ____________

Taxes

Enter ’1’ to default Tax area from Ship

to Address. If Blanks, Tax area will

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be from Supplier address number.

1. Tax Area flag ____________

Working with Parts Detail Messages

When you generate a parts plan, the system produces messages that identify when
planning conflicts exist. For example, depending on how you set up your system, if
a part’s usage exceeds availability, the system produces an order message. You can
process the messages according to the system’s recommendations, delete them, or
clear them. You can also create your own messages to serve as reminders about
particular parts.

The types of messages that the system produces are determined by user defined
codes (34/MT). You can add or change any message that appears on Item Detail
Messages. You can also direct the system to perform actions on messages that you
add or change. Standard message types include warning messages and planned
purchase order messages. Other messages include the following:

• Expedite an order
• Defer an order
• Increase an order
• Decrease an order
After you review a message, you can do one of the following:

Process the message Use this command to resolve the planning conflict. When
you direct the system to process an order message, it carries
out actions to resolve the planning conflict. For example,
when you direct the system to process a planned purchase
order message, it automatically creates a purchase
requisition.

Delete the message Use this command to delete obsolete messages.

Clear the message Use this command to prevent the message from appearing.
You can retrieve a cleared message by choosing Processed
Messages from the View Menu.

Working with parts detail messages consists of the following tasks:

• Reviewing parts detail messages

• Creating a purchase request for a part

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See Also

• Setting Up Message Types for DRP, MPS, MRP, and RCCP in the Manufacturing
and Distribution Planning Guide for more information about adding or
changing messages

► To review parts detail messages

From the Material Planning menu (G1323), choose Item Detail Messages.

1. On Work With Detail Messages, complete the following fields:

• Demand Branch

• Item Number
Depending on how you set processing options, the Branch field appears as
either the Supply Branch or the Demand Branch. You can override the
processing options by choosing either Supply Branch or Demand Branch
from the View menu.

2. To limit the information that appears, choose one of the following options
from the View menu:
• All Messages
• Processed Messages
• Current Messages

3. To further limit the information that appears, complete any of the following
optional fields and click Find.

• Planner

• Buyer

• Planning Family

• Planning Code

Field Explanation
Planner The address number of the material planner for this item.
Buyer The address book number of the person responsible for
setting up and maintaining the correct stocking levels for
the item.

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Field Explanation
Planning Family A user defined code (41/P4) that represents an item
property type or classification, such as commodity type or
planning family. The system uses this code to sort and
process like items.
This field is one of six classification categories available
primarily for purchasing purposes.
Planning Code A code that indicates how Master Production Schedule
(MPS), Material Requirements Planning (MRP), or
Distribution Requirements Planning (DRP) processes this
item. Valid codes are:
0 Not Planned by MPS, MRP, or DRP
1 Planned by MPS or DRP
2 Planned by MRP
3 Planned by MRP with additional independent
forecast
4 Planned by MPS, Parent in Planning Bill
5 Planned by MPS, Component in Planning Bill
These codes are hard-coded.

► To create a purchase request for a part

From the Material Planning menu (G1323), choose Item Detail Messages.

1. On Work With Detail Messages, follow the steps to review parts detail
messages.

2. To create a purchase request for a part, choose its record, and then choose
Process Message(s) from the Row menu.
The message type associated with the part must be a message type for which
the system will create a purchase request. For example, if the message that
appears for a part is a manual reminder message, the system will not create a
purchase request. For more information about message types for which the
system will create a purchase request, see Processing Purchase Order Messages for
MRP in the Manufacturing and Distribution Planning Guide.
The Suppliers Selected for Order form appears.

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 Reviewing the Parts Plan

3. On Suppliers Selected for Order, choose Generate Order(s) from the Form
menu.

Generated Purchase Orders appears, from which you can review the
purchase request number.

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See Also

• Working With Messages in the Manufacturing and Distribution Guide for the
processing options for this program

Reviewing Parts Availability by Time

Use Item Availability by Time when you need to see a projection of inventory
activity for a particular maintenance part. The following information appears:

• Projected activity for the part in daily, weekly, or monthly increments,

depending on how you set up your planning horizon
• Abbreviations for the activities that affect a part’s availability, such as
scheduled receipts, demand requirements, and so on
The system provides information about part availability that suggests two
scenarios. Row descriptions ending in U (unadjusted), such as BAU, show part
availability with the assumption that any outstanding action messages will not be
implemented by the responsible planner. Row descriptions that do not end in U,
such as BA, show part availability with the assumption that action messages will be
implemented.

The system derives information for Item Availability by Time from your most
recent parts plan generation. You can run a single part plan regeneration directly
from the Work With Time Series form to ensure that you have the most recent
inventory information for the part.

► To review parts availability by time

From the Material Planning menu (G1323), choose Item Availability by Time.

1. On Work With Time Series, complete the following fields:

• Item Number

• Business Unit

2. To review only rows that contain data, click the following option:

• Suppress Blank Lines

3. Complete the following optional field and click Find:

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 Reviewing the Parts Plan

• Date - Start (Julian)

When you review parts information on Item Availability by Time,
abbreviated row descriptions appear.

4. To view complete descriptions of the rows, choose Message Detail from the
Form menu.

See Also

• Generating a Parts Plan for more information about the planning horizon
• Reviewing Multi-Facility Time Series in the Manufacturing and Distribution Planning
Guide for the processing options for this program

Reviewing Part Supply and Demand

You can review the individual supply and demand by date for a particular
maintenance part. You can also review the documents that affect the supply and
demand for a part, and take appropriate action.

For example, on a particular date, the system might indicate a demand for a part,
but no supply. You can review the work order that is creating the demand for the
part and create a purchase order to satisfy the demand.

You determine which type of documents the system includes when it calculates
supply and demand for a part by setting up supply and demand inclusion rules.

► To review part supply and demand

From the Material Planning menu (G1323), choose Supply and Demand Inquiry.

1. On Work With Supply and Demand, complete the following fields:

• Item Number

• Business Unit

2. Complete the following optional field and click Find:

• Date - Requested

3. To review the bill of material for the part, select the record and choose
BOM Availability from the Form menu.

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The system displays Parts Availability - Multi-Level Indented, from which

you can review the availability of component parts of an item, such as BOM
Inquiry, Parts Availability, or Leadtime Inquiry.

4. To return to Work With Supply and Demand, click Close.

5. On Work With Supply and Demand, to review information about the work
order that is creating a demand for a part, choose the record for the part,
and then choose Work Order Inquiry from the Row menu.

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 Reviewing the Parts Plan

The system displays the Work With Manufacturing Work Orders form. This
version might limit the work order information that you can review or
revise.

See Also

• Setting Up Supply and Demand Inclusion Rules

• Reviewing MRP Supply and Demand in the Manufacturing and Distribution Planning
Guide for the processing options for this program

Reviewing Component Part Information

You can review a wide variety of information for all parent assemblies or kits for
which a maintenance part is a component. This is particularly useful if you need to
locate an alternate source for a component part.

You can also review a list of the work orders that include a particular component
on the work order parts list or the pieces of equipment that use a particular part.
This is useful if, for example, you have critical information such as recall
information, about a part, and you need to quickly determine where you have
installed the part.

Reviewing component part information consists of the following tasks:

GReviewing parent information for component parts

GReviewing where used information for components

Reviewing Parent Information for Component Parts

You can review information for all parent assemblies or kits for which a
maintenance part is a component. This is particularly useful if you need to locate
an alternate source for a component part.

When you review parent information for component parts, the system shows each
bill of material that includes the component part. The current parent information
for a component part appears, but you can request that the system show historical
or future parent information. You can also review the following:

• Effective dates of each bill of material

• Inventory master information for each parent part

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► To review parent information for component parts

From the Material Planning menu (G1323), choose Where Used Inquiry.

1. On Work With Bill of Material Where Used, complete the following fields:

• Component Branch / Plant

• Component Number

2. To limit the information that appears, complete the following optional field
and click Find:

• As of Date

3. To review additional information from the standard parts list, choose the
record for the parent part and then choose Item Master from the Row
menu.

Work With Item Master Browse appears, from which you can access a
variety of information about the parent part.

Field Explanation

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 Reviewing the Parts Plan

Field Explanation
Component Branch / Plant A secondary or lower-level business unit. The system uses
the value that you enter to indicate that a branch or plant
contains several subordinate departments or jobs. For
example, assume that the component branch is named
MMCU. The structure of MMCU might be as follows:
Branch/Plant - (MMCU)
Dept A - (MCU)
Dept B - (MCU)
Job 123 - (MCU)
Component Number A number that the system assigns to an item. It can be in
short, long, or third item number format.
For process work orders, the item number is the process.
As of Date The date used for effectivity checking. Enter a specific date
to display documents (orders, bills of material, routings, as
applicable) that are effective on or after that date. The
current system date is the default, but you can enter any
future or past date.

Reviewing Where Used Information for Components

You can review a list of the work orders that include a particular component on
the work order parts list, or a list of the equipment that uses a particular
component. This is useful if, for example, you have critical information about a
part, such as recall information, and you need to quickly determine where you have
installed the part. In addition, you can review the bills of material that include a
particular component, either by the pieces of equipment or the work orders for
which the bill of material applies.

► To review where used information for components

From the Material Planning menu (G1323), choose Where Used Inquiry.

1. On Work With Bill of Material Where Used, complete the following fields:

• Component Branch / Plant

• Component Number

2. To limit the information that appears, complete the following optional field
and click Find:

• As of Date

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Equipment-Plant Maintenance

3. Do one of the following:

• To review the pieces of equipment that use the component part,
choose Equipment from the Form menu.
• To review the work orders that use the component part, choose Work
Order from the Form menu.
• To review the pieces of equipment that use a particular parent bill of
material for a component, choose the appropriate row, and then
choose Equipment from the Row menu.
• To review the work orders that use a particular parent bill of material
for a component, choose the appropriate row, and then choose
Equipment from the Row menu.
The information that appears corresponds to the action that you choose
above. In the example form that follows, all work orders that use a particular
component part are shown.

Processing Options for Bill of Material Where Used (P30201)

Defaults

1. Enter the Screen Default type: ’1’

Single Level, ’2’ Multi-Level, ’3’
Multi-Level Indented

Mode - Processing ____________

2. Enter the default Bill Type to be

used. If left blank, ’M’ will be
used for all Bill Types

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 Reviewing the Parts Plan

Default Type Bill of Material ____________

Versions

1. Enter the version to execute of the

following programs. If left blank,
the “ZJDE0001” will execute.

Item Search (P41200) ____________

Material Where Used Print (R30420) ____________
Item Master (P4101B) ____________
Where Used Inquiy (P13226) ____________
Manufacturing Work Order ____________
Processing (P48013)
Bill of Material Inquiry (P30200) ____________

Reviewing and Revising Part Cross-References

You can use part cross-references to track your maintenance parts in a variety of
ways. When you set up part cross-references, you assign cross-reference types to
each part. For example, you can assign cross-reference types for the following:

• Replacements for discontinued parts

• Substitute parts
• Alternate suppliers
• Alternate part numbers
You can make changes to cross-reference information as new information
becomes available. This is particularly useful when you need to access the most
current information about a part. You can add or revise the following cross-
reference information for a part:

• Cross-reference type code

• Address number
• Cross-reference part number
• Cross-reference description

► To review and revise part cross-references

From the Material Planning menu (G1323), choose Item Cross Reference.

1. On Work With Item Cross Reference, complete the following field and click
Find to locate cross-reference information for a part:

• Item Number

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2. Choose the record for the item that you want to revise and then choose
Cross Reference by Item from the Row menu.

3. On Item Cross Reference Revisions By Item, revise any of the appropriate

fields and click OK.

Processing Options for Item Cross Reference (P4104)

Processing

Enter ’1’ if you wish to use the

revisions form by Item. Leave blank
to use the revisions form by
Address. Note that this option does
NOT affect the display of the Browse
Form.

1. Revise by Item or Address ____________

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Generating a Labor Plan

From the Labor Planning menu (G1324), choose Labor Plan Generation.

You can generate a labor plan to assist you in planning labor resources for your
maintenance tasks. When you generate a labor plan, the system compares available
labor resources with the labor resources required by forecasted (planned) work
orders and actual (firm) work orders. Based on this comparison, the system
generates messages that alert you to over-capacity and under-capacity conditions.

Over-capacity When the system identifies an over-capacity condition,

fewer labor resources are available than needed. You must
adjust your resources or reschedule the sequence of
maintenance tasks to correct an over-capacity condition.

Under-capacity When the system identifies an under-capacity condition, it

indicates that your labor resources are not being utilized to
their full potential. You should adjust your resources or
reschedule the sequence of maintenance tasks in order to
better utilize your labor resources.

Ideally, you adjust your resources and schedule your maintenance tasks to achieve
a 100-percent capacity throughout your maintenance organization.

Every time you generate a labor plan, the system deletes all previous capacity
messages, except messages that you direct the system to hold and messages that
you enter manually.

When you run the Labor Plan Generation program, the system displays Processing
Option Revisions before submitting the job for processing. After you select the
appropriate processing options, the system prompts you to specify a destination
for the report output.

When you select data for Labor Plan Generation, J.D. Edwards recommends that
you set critical work centers not equal to 4. A critical work center is a work center
that you want the system to include as a demand for labor resources when the
system processes a labor plan.

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Before You Begin

GYou must generate a parts plan before you generate a labor plan. See
Generating a Parts Plan.

See Also

• Working With Batch Versions in the One World Foundation Guide for more
information about running, copying, and changing batch versions
• Reviewing Labor Messages for more information about holding messages or
entering messages manually
• Setting Up Work Centers for more information about setting up critical work
centers
• Reviewing Supply and Demand Information in the Inventory Management Guide for
the processing options for this program

What You Should Know About Processing Options

Process 1 (4) J.D. Edwards recommends that Equipment/Plant

Maintenance users choose the same version of inclusion
rules for material planning and capacity planning.

Process 2 (5) J.D. Edwards recommends that Equipment/Plant

Maintenance users choose Capacity Requirements Planning
(3). When you choose this option, the system includes all
work centers in the labor plan.

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Working with the Labor Plan

When the system generates a labor plan, it updates several forms and generates a
variety of messages. You can review these forms and messages to plan the resource
units needed to complete your maintenance tasks. The forms and messages include
the following information:

Labor messages You can quickly identify over-capacity and under-capacity

conditions by reviewing labor messages. You can review
messages for an individual work center or for a dispatch
group. A dispatch group consists of related work centers
that report to one business unit. Dispatch groups enable
you to organize work centers according to common
functions, similar operations, or steps in routing.

Capacity load You can use capacity load to analyze the difference between
the required labor resources (load) and the available labor
resources (capacity) for any time period that you specify.
You can review load versus capacity for a dispatch group or
for individual work centers within the dispatch group.

Period summary You can review detailed information about the work orders
scheduled to be completed within a period that you specify.
You can also review a summary of the total capacity load
for all work orders within a period.

Working with the labor plan consists of the following tasks:

GReviewing labor messages

GReviewing capacity load

GRevising labor resources

Reviewing Labor Messages

Labor messages identify any labor resource conflicts. For example, you might have
scheduled too many maintenance tasks for a work center without enough
technicians to perform the work.

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You can review the following types of labor messages:

Messages by dispatch Use Review Dispatch Group to quickly identify work

group centers that are over-capacity or under-capacity. You can
review messages for all work centers in a dispatch group or
for a specific work center.

Capacity messages by Use Capacity Messages to review detailed capacity

work center information for each work center. You specify the time
period for which you want to review capacity requirements.
The system provides information that you can use to
balance loads across machines or work centers. You can
also use the information to plan for additional labor
resources to relieve work centers that are over capacity.

In addition, you can apply logic to individual capacity

messages to do the following:

• Prevent them from being deleted when you generate

subsequent labor plans
• Clear them from the form without deleting them
• Delete them from the form

Reviewing labor messages consists of the following tasks:

• Reviewing messages by dispatch group

• Reviewing messages by work center

► To review messages by dispatch group

From the Labor Planning menu (G1324), choose Review Dispatch Group.

1. On Work With Capacity Message Summary, complete one of the following

fields:

• Dispatch Group

• Work Center

2. To limit your search to a specific type of work center or message, complete

any of the following optional fields:

• Critical W/C

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 Working with the Labor Plan

• Message Type

• All W/C

Processing Options for Capacity Message Summary (P3301)

Defaults

1. Enter the Critical Work Center Code ____________

to be displayed or blank for all
Work Centers.

2. Enter the Capacity Mode: ____________

’1’ = Resource Requirements
’2’ = Rough Cut Capacity
’3’ = Capacity Requirements

3. Enter the default Unit of Measure. ____________

Versions

Enter the version for each program. If

left blank, version ZJDE0001 will be
used.

Work Center Revision (P3006) ____________

► To review messages by work center

From the Labor Planning menu (G1324), choose Review Dispatch Group.

1. On Work With Capacity Message Summary, complete the steps to review

messages by dispatch group.

2. Choose the record for the work center with the message that you want to
review and click Select.
The Work With Capacity Messages form appears.

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3. On Work With Capacity Messages, complete the following option to limit

the type of messages that appear:

• Include Cleared

4. To prevent the system from deleting a message when you run Labor Plan
Generation, choose the record for the message and then choose
Hold/Release from the Row menu.

5. To clear a message from the form without deleting it, choose the record for
the message and then choose Clear from the Row menu.

6. To delete a message, choose the record for the message and click Select.

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 Working with the Labor Plan

7. On Capacity Message Revisions, choose the record for the message and
click Delete.

Processing Options for Capacity Planning Message Revisions

Defaults

1. Enter the Capacity Mode: ____________

’1’ = Resource Requirements
’2’ = Rough Cut Capacity
’3’ = Capacity Requirements

2. Enter the default Unit of Measure. ____________

3. Enter the default version of Work ____________

Center Revision (P3006)

What You Should Know About Processing Options

Capacity Mode (1) The Maintenance Planning system does not use Resource
Requirements Planning.

Reviewing Capacity Load

You can use capacity load information to help you allocate your labor resources as
optimally as possible. You can compare the load created by your maintenance tasks
with the labor resources available to perform the maintenance tasks.

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Reviewing capacity load consists of the following tasks:

GReviewing capacity load by work center

GReviewing capacity load by period summary

When you review detailed capacity load information by work center, you specify a
work center and the unit of measure, such as hours, by which you track your
maintenance tasks.

You can review all of the maintenance tasks that make up the capacity load on a
work center. You can also specify the planning period you want to review. In
addition, you can do the following:

• Identify the percentage of the total load for the work center for which each
maintenance task accounts
• Identify the resource units, such as hours, required for each maintenance
task

Reviewing Capacity Load by Work Center

When you review detailed capacity load information by work center, you specify a
work center and the unit of measure, such as hours, by which you track your
maintenance tasks. Depending on how you set up your system, the system
provides some or all of the following information by period:

Released load The load created from actual (firm) work orders.

Planned load The load created from forecasted (planned) work orders.

Total load The released load plus the planned load.

Gross capacity The units available from the work center.

Rated capacity The available units factored by efficiency and utilization.

Efficiency is a user defined value that indicates how
efficiently a work center operates. Utilization is a ratio of
the actual time that a work center charges for maintenance
activities to the planned time.

Percent of capacity used The total load divided by the rated capacity.

Available capacity The rated capacity minus the total load.

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 Working with the Labor Plan

Accumulated available A running total of available capacity.

capacity

► To review capacity load by work center

From the Labor Planning menu (G1324), choose Capacity Load.

1. On Review Work Center Load, complete the following field:

• Work Center

2. Complete the following optional field:

• Start Date

See Also

• Setting Up Resource Planning Codes for more information about defining the
information that appears on Capacity Load

Processing Options for Capacity Load (P3313)

Defaults

1. Enter the Capacity Mode: ____________

’1’ = Resource Requirements
’2’ = Rough Cut Capacity
’3’ = Capacity Requirements

2. Enter the User Defined Code for the ____________

list of row descriptions to appear.

3. Enter the default Unit of Measure. ____________

4. Enter the version of the Dispatch ____________

List program to call. The default is
ZJDE0001.

Versions

Enter the version for each program. If

left blank, version ZJDE0001 will be
used.

Operation Dispatch Inquiry ____________

(P31220)

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Equipment-Plant Maintenance

Reviewing Capacity Load by Period Summary

Use Period Summary to review all of the maintenance tasks that make up the
capacity load on a work center. You can also specify the planning period that you
want to review. In addition, you can do the following:

• Identify the percentage of the total load for the work center for which each
maintenance task accounts
• Identify the resource units, such as hours, required for each maintenance
task

► To review capacity load by period summary

From the Labor Planning menu (G1324), choose Period Summary.

1. On Work With Period Summary Review, complete the following field and
click Find:

• Work Center

2. To limit the number of records that appear, complete the following fields:

• Period From

• To

Processing Options for Period Summary (P3312)

Defaults

1. Enter the Capacity Mode: ____________

’1’ = Resource Requirements
’2’ = Rough Cut Capacity
’3’ = Capacity Requirements

2. Enter the default Unit of Measure. ____________

3. Enter the version of the Dispatch ____________

List to call. The default is
ZJDE0001.

Versions

Enter the version for each program. If

left blank, version ZJDE0001 will be
used.

1. Work Center Revision (P3006) ____________

2. Forecast Revision (P3460) ____________

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 Working with the Labor Plan

3. MRP/MPS Message Revision (P3411) ____________

4. Mfg Scheduling Workbench (P31225) ____________

Revising Labor Resources

After you have identified which work centers have over-capacity and under-
capacity conditions, you should revise labor resources to correct the conditions
and balance the workload. When you correct over-capacity and under-capacity
conditions, you help maximize the efficiency of your maintenance organization and
save costs.

You can use the following methods to revise labor resources:

• Change the date to perform the maintenance task

• Revise the labor resources allocated to a work center
For example, you have several work orders scheduled on a day that is 40 percent
over capacity. You note that the following work day is 35 percent under capacity.
You can balance your capacity load by rescheduling a portion of the work orders
for the following day. You can also reschedule individual operation sequences
(routing steps) on a work order.

You can also make short-term revisions to the work center that is responsible for
the maintenance tasks. For example, you can do the following:

• Indicate additional resources for a particular work day

• Add work days to a work week
• Revise the efficiency of the work center
Revising labor resources consists of the following tasks:

GRevising work order dates

GRevising resource units for a work center

Revising Work Order Dates

You can revise work order dates to correct over-capacity and under-capacity
conditions. You can also reschedule individual operation sequences (routing steps)
on a work order.

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Equipment-Plant Maintenance

► To revise work order dates

From the Labor Planning menu (G1324), choose Capacity Load.

1. On Review Work Center Load, complete the following field and click Find:

• Work Center

2. Choose Dispatch List from the Form menu.

3. On Work With Operation Dispatch, click Find.

4. Choose the record for the work order and then choose Operation Dispatch
Revisions from the Row menu.

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 Working with the Labor Plan

5. On Operation Dispatch Detail Revisions, complete the following field:

• Start Date

6. Complete the following optional field and click OK:

• Rqsted Date

7. On Work With Operation Dispatch, choose Routing Revisions from the

Row menu to reschedule individual operation sequences on the work order.

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Equipment-Plant Maintenance

8. On Work Order Routing, complete the following field for each operation
sequence that you want to reschedule and click OK.

• Operation Sequence

9. On Work With Operation Dispatch, click Close.

Processing Options for Operation Dispatch Inquiry (P31220)

Defaults

1. Enter the Default OPERATION Status

Information to preload to the screen
at initial inquiry. If left blank,
no value will be preloaded:

From Status ____________

Thru Status ____________

2. Enter the Default Number of Days:

Prior to todays date for the From ____________

Date
After todays date for the Thru ____________
Date

Versions

Enter the version of Work Order Parts

Inquiry to execute. If left blank,
’ZJDE0001’ will be used:

Work Order Parts Inquiry Version ____________

Process

1. Enter ’1’ to subtract Quantity ____________

Cancelled/Scrapped from the
Remaining Quantity. If left blank,
the remaining quantity value will
include cancelled/scrapped quantity.

Revising Resource Units for a Work Center

You can revise resource units for a work center to correct over-capacity and under-
capacity conditions. Use Craft Resource Units to make short-term revisions to the
work center responsible for the maintenance tasks. For example, you can do the
following:

• Indicate additional resources for a particular work day

• Revise the efficiency of the work center
In addition, you can add or subtract work days to the workday calendar. For
example, you might want to add a Saturday to the work week to compensate for an
over-capacity condition.

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 Working with the Labor Plan

Note: When you need to make permanent or long-term resource revisions to a

work center, use Work Center Master Revision.

See Also

• Setting Up Work Centers for more information about adding resources to a

work center

► To revise resource units for a work center

From the Labor Planning menu (G1324), choose Craft Resource Units.

1. On Work with Resource Units, complete the following fields and click Find:

• Branch

• Business Unit

• Calendar Month

2. Choose the record and click Select.

3. On Work Center Resource Unit Revision, complete the following field for
each calendar day for which you want to revise resource units:

• Resource Units Work 01

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Equipment-Plant Maintenance

Resource unit fields are unlabeled. Each resource unit field corresponds to a
calendar day that appears in the upper portion of the form.

4. To revise work center efficiency, complete the following field:

• Work Center Efficiency

5. To add or subtract work days to the workday calendar, choose Work Day
Calendar from the Form menu.

6. On Work Day Calendar Revisions, enter a new type of day for each day that
you want to revise and click OK.
Changes that you make on Work Day Calendar Revisions are not reflected
on the Work Center Resource Unit Revision form until you recall the form
from Work With Resource Units.

Field Explanation

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 Working with the Labor Plan

Field Explanation
Efficiency A user defined value that indicates how efficiently a work
center operates. This value usually refers to staff efficiency.
When you enter a value in this field, and the Modify Cost
by Work Center Efficiency field in the Job Shop
Manufacturing Constants table (F3009) is set to Y, the
system creates a new cost component (B4) from the cost
calculated from the direct labor cost (B1).
For example, if the constant is set to Y, the value of this
field is 80%, and the direct labor cost is 10, the system
creates a B4 cost component for 2 in the Item Cost
Component Add-Ons table (F30026).
The Refresh Resource Units program also uses this value as
a default when calculating rated capacity.
Enter percents as whole numbers. For example, enter 80%
as 80.00.
Note: The system expects that the routing times entered for
each operator are the actual times it takes to complete an
operation. Efficiency does not affect total cost. Efficiency
does reassign some of the costs into different cost
components. Efficiency does not change the duration or
backscheduling of a work order.

Processing Options for Work Center Resource Units (P3007)

Defaults

1. Enter the Default Unit of Measure for

Work Center Resource Units. If left
blank, HR will be used as the
default Unit of Measure.

Unit of Measure as Input ____________

Work Day Calender (P00071) ____________

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Setup
System Setup

Before you can use any of the maintenance features in Equipment/Plant

Management, you must define certain information to customize the system for
your specific business needs. This information consists of the following:

Equipment information You set up equipment information to establish system

basics, such as the following:

• Equipment and Fixed Asset constants

• Next Numbers
• Automatic accounting instructions (AAIs) that define
the link between Equipment/Plant Maintenance and
General Accounting systems

User defined codes You set up user defined codes to enter information to
customize your system to your specific business needs. You
can customize a wide variety of information using user
defined codes.

Supplemental data You set up supplemental data to define the types of detailed
information that you want to track for equipment and work
orders. Supplemental data is entirely user defined and you
determine the data that you want to track based on your
business needs.

PM information You set up PM information to do the following:

• Define standard maintenance procedures

• Create maintenance schedules
• Define rules that govern when maintenance is
performed

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Equipment-Plant Maintenance

Work order information You set up work order information to provide the system
with the information needed to process work orders
according to your business needs. For example, you must
do the following:

• Identify the managers and supervisors who are

responsible for maintenance tasks
• Determine the steps through which a work order must
pass

Maintenance planning You set up maintenance planning information to do the

information following:

• Determine basic planning constants for each branch,

such as the type of inventory commitment and the
length of the work day
• Define the rules by which the system indicates a need
for parts and labor resources

System setup consists of the following tasks:

GSetting up equipment

GUnderstanding user defined codes

GSetting up supplemental data

GSetting up job cost inquiry

GSetting up PM schedule information

GSetting up work orders

GSetting up maintenance planning

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Setting Up Equipment

Before you can use Equipment/Plant Maintenance features, you must set up basic
information about your equipment. The system accesses the information that you
set up when it executes various programs within Equipment/Plant Maintenance.

Setting up equipment consists of the following tasks:

GSetting up equipment constants

GWorking with AAIs for Equipment/Plant Maintenance

GSetting up equipment next numbers

GSetting up depreciation default coding

GMapping equipment category codes

GSetting up specification data

Setting Up Equipment Constants

You set up equipment constants to control how your business uses

Equipment/Plant Maintenance features. For example, when you define a default
business unit for depreciation expense in equipment constants, the system
automatically transfers this information to Depreciation Information whenever you
add a new piece of equipment to the system. You can also specify the business unit
that appears as a default value for the asset accounts when you create equipment
master information for a new piece of equipment.

You set up equipment constants only one time for Equipment/Plant Maintenance.
Typically, you should not change the system constants. However, if you need to
change them for any reason, you should understand the consequences. For
example, if you change the default business unit for asset accounts, the change
affects only the equipment that you add to the system after the change, and not the
equipment that exists in the system prior to the change.

For some equipment constants, you must perform an additional process to update
the system with your latest change. For example, if you change the symbol for the
asset number on the Equipment Constants form, you must also run the Refresh

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Equipment-Plant Maintenance

Asset Number in F0911 program in Fixed Assets Global Updates to ensure that
other programs that use symbols to identify the asset number reflect the change.

Note: Equipment/Plant Maintenance shares some constants with the Fixed Asset
system. You should work with the system administrator for Fixed Assets to ensure
that the constants are set up to meet the needs of Fixed Assets and
Equipment/Plant Maintenance.

► To set up equipment constants

From the Equipment/Plant Management Setup menu (G1341), choose Equipment

Constants.

1. On Fixed Asset Constants, to establish default values for business units,

click one of the following options for each fixed asset account:

• Accumulated Depreciation Default

• Accumulated Depreciation Responsible BU

• Depreciation Expense Default

• Depreciation Expense Responsible BU

• Revenue Default

• Revenue Responsible BU

2. To specify how the system identifies equipment numbers, complete the

following fields:

• Symbol to Identify Asset Number

• Symbol to Identify Unit Number

• Symbol to Identify Serial Number

3. To specify a default depreciation category code for equipment, complete the

following field:

• Depreciation Category Code

4. To specify which equipment category code the system uses to assign

supplemental and specification data types, complete the following field:

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 Setting Up Equipment

• Supplemental Category Code

5. To define the supply and demand inclusion rules that the system uses for
material planning, complete the following field:

• Inclusion Version

6. To define the work order record type for maintenance loops, complete the
following field:

• Maintenance Loop

Field Explanation
Symbol to Identify Asset You can assign one of three different numbers to an asset.
Number These numbers are:
• Asset Number - an 8-digit, computer assigned
number
• Serial Number - a 25-digit model or serial number
• Unit Number - a 12-digit, alphanumeric, user
defined number
When you enter an asset number, you may use a prefix or
symbol to designate the number you enter. If you use this
number most often, you should leave the symbol blank so
that you just need to enter the number. If it is not the
number you use most often, you should define a symbol,
such as / or *, that you will type before you enter the
number so that the system knows which number you are
representing.
Note: You can leave only one asset number blank. The
other two must have a symbol so that all three numbers are
unique. Verify that the symbols that you use are not
significant for any other purposes of data entry, for
example, a period or comma.
Depreciation Category Use this Fixed Asset category code to group assets into
Code depreciation categories. Inquiries, reports, journals, and
other processes that depend on the depreciation category
refer to the value in this category code.
NOTE: You must set up a default value for this category
code.

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Equipment-Plant Maintenance

Field Explanation
Supplemental Category Enter the number of the equipment category code that
Code controls which supplemental data types the system displays
on the Equipment Management supplemental data forms.
When you set up supplemental data, you use Data Type
Cross Reference to specify which types of data appear on
supplemental data forms. For example, on Equipment
Constants, you can specify equipment category code 2
(Major Equipment Class) as the supplemental data category
code. Then, on Data Type Cross Reference, you can specify
which data types are appropriate for each class of
equipment you set up under Major Equipment Class, such
as specification sheets and transportation notes for heavy
equipment.
Inclusion Version A user defined code (40/RV) that identifies an inclusion
rule that you want the system to use for this branch/plant.
The Manufacturing and Warehouse Management systems
use inclusion rules as follows:
• For Manufacturing:
Allows multiple versions of resource rules for
running MPS, MRP, or DRP.
• For Warehouse Management:
Allows multiple versions of inclusion rules for
running putaway and picking. The system
processes only those order lines that match the
inclusion rule for a specified branch/plant.
If you leave this field blank, the system does not update the
capacity plan when you create a work order or change the
status of a work order.
................................Form-specific information.................................
This code determines whether the system submits capacity
planning interactively when you create a work order or
when you change the status of a work order. The value you
enter defines which version of the supply/demand
inclusion rules the system uses to update the capacity plan.
Maintenance Loop The detail specification record type. Record types are user
defined. You can set them up on the Detail Specification
Types form and use them to describe certain types of work
order or engineering change order information.
................................Form-specific information.................................
This is the work order record type that stores the associated
equipment you define for maintenance loops. For example,
if you enter record type E on this form, when you set up a
maintenance loop, the system includes all equipment
contained in record type E on the work order.

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 Setting Up Equipment

Working with AAIs for Equipment/Plant Maintenance

From the Equipment/Plant Management Setup menu (G1341), choose Automatic

Accounting Instructions.

Many J.D. Edwards programs need information about your account structure and
specific account values to process business transactions properly. You define your
account structure and specific account values by using automatic accounting
instructions (AAIs). The system stores the AAI values that you define for your
company in the Automatic Accounting Instructions table (F0012). Whenever a
program performs an accounting function, it accesses the Automatic Accounting
Instructions table.

Equipment/Plant AAIs define the rules by which Equipment/Plant Maintenance

and the General Accounting system interact. When you define AAIs, you establish
how the system processes transactions for various programs. For example, AAIs
set the rules by which general ledger transactions can post to Equipment/Plant
Maintenance.

Working with AAIs for Equipment/Plant Maintenance consists of the following

tasks:

GUnderstanding AAIs for Equipment/Plant Maintenance

GSetting up AAIs for Equipment/Plant Maintenance

Understanding AAIs for Equipment/Plant Maintenance

You set up AAIs by company, based on account numbers, and in some cases,
ranges of account numbers. The system includes predefined ranges. You must
specify the business unit and object account for the AAIs as necessary.
Additionally, you must specify subsidiary accounts for certain AAIs.

The system uses single AAI values to find individual accounts and AAI ranges to
find account ranges. When you set up AAI ranges, you must observe the following
guidelines:

• You can set up a maximum of 49 account ranges for a single company.

• The maximum number of account ranges that you can set up for all your
companies combined is 200.
• Do not skip AAI ranges. For example, do not set up FX range 01 - 02 and
FX05 - 06, leaving FX03 - 04 blank for later use. If the system searches the
AAIs for an account and finds a gap in a range, the search is stopped.

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Equipment-Plant Maintenance

• You must set up your AAI ranges in numerical order. However, you are not
required to set up your object accounts in numerical order.
AAIs for Equipment/Plant Maintenance include the following categories:

Equipment AAIs

Equipment AAIs consist of the following:

• FX - Identifies accounts that post to equipment

• FC - Identifies asset cost accounts
• AT - Identifies accounts and descriptive text that define totals for summary
reporting

PM AAIs

PM AAIs consist of the following:

• AT00 - Identifies the statistical account for units, such as hours

• FMA - Identifies the statistical account for units, such as fuel
• FMB - Identifies the statistical account for units, such as miles
• FMC - Identifies the statistical account for the original meter reading that
corresponds to the FMA statistical account
• FMD - Identifies the statistical account for the original meter reading that
corresponds to the FMB statistical account
• FME - Identifies the statistical account for the original meter reading that
corresponds to the AT00 statistical account

Work Order AAIs

You must set up the following work order AAI:

• FP - Identifies the account that the system charges when you create a
purchase order for parts on the work order parts list

See Also

• Working with AAIs in the General Accounting Guide for more information
about adding or changing AAIs
The guidelines that follow pertain only to AAIs relevant to Equipment/Plant
Maintenance.

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 Setting Up Equipment

FX Range

The system uses the FX range in the AAIs to determine which journal entries in
the general ledger can post to equipment. You must specify all equipment accounts
within the FX range of accounts. The FX range of accounts consist of the
following:

• FX01 - FX02. Beginning and ending range for asset cost accounts
• FX03 - FX04. Beginning and ending range for accumulated depreciation
accounts
• FX05 - FX06. Beginning and ending range for depreciation expense
accounts
When you set up the FX range of AAIs, you must apply the following rules:

• Define up to 49 FX ranges, starting with FX01 - FX02 and ending with

FX97 - FX98.
• End ranges in even numbers, such as FX02 and FX98.
• Set up FX ranges. They can be company specific, or you can use the default
company 00000 to set up the FX range for all your companies at the same
time. If you set up a company-specific FX range for one company, you must
set up the FX ranges for all companies. In addition, you must begin the FX
range for each company with FX01.
• Specify an object account for each FX range.
• Set up optional Subsidiary accounts. To include all subsidiaries in the FX
range, include .99999999 in the ending range. For example, if you use
subsidiary accounts, you might have a range of accounts that includes
accounts 3000 - 4000.99999999. By doing so, you can add other subsidiaries
to your chart of accounts at a later time without having to change your
AAIs.

FC Range

The system uses the FC range in the AAIs to determine which accounts are
reserved for asset cost accounts.

When you set up the FC range of AAIs, you must apply the following rules:

• Define up to 49 FC ranges.
• Define account ranges for all asset cost accounts.
• Set up FC account ranges for company 00000 only. The FC range is not
company specific.

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Equipment-Plant Maintenance

AT Range

The system uses the AT range of AAIs to determine which general ledger accounts
are included in the summary lines on the Cost Summary form. Use AT01 - AT99
to specify these interim total accounts and wording that appear for each total on
Cost Summary. Use AT00 to define the account in which to store statistical
information for hours. The AT range of AAIs is optional.

For example, you might specify that your balance sheet accounts are in account
range 1000 - 3999 and your income and expense accounts are in the 4000 - 8999
range. You could set up your AT range as follows:

• AT01. Object account 4000. This interim total sums all object accounts
below 4000, or accounts 0 - 3999. The system does not include object
account 4000.
• AT02. Object account 9000. This interim total sums all object accounts
between 4000 - 8999. The system does not include object account 9000.
When you set up the AT range of AAIs, you must apply the following rules:

• Define interim totals between AT01 - AT99.

• Use AT00 to define the account number that stores statistical information
for hours.
• Do not specify an interim total for the Cost Summary grand total. The
system automatically creates a grand total on Cost Summary.

FMA, FMB, and AT00 AAIs

The system uses these AAIs to determine the statistical accounts to use when
equipment accumulates units, such as miles, hours, and fuel. The system uses
statistical units to track equipment use. Programs that use these AAIs include:

• Meter Readings
• PM Schedule
• Update PM Schedule
• PM History and Completion
• Equipment Cost Analysis
When you set up FMA, FMB, and AT00 AAIs, you can set them up to be
company-specific. In addition, you must apply the following rules:

• Include a business unit and object account for each AAI

• Do not include a subsidiary account

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 Setting Up Equipment

Note: If you perform preventive maintenance based on equipment use measured

by billed hours, you can use the same accounts for these AAIs as you use for
billing accounts. AAIs applicable to equipment billing include:

• FTC
• FTC1 - FTC0
• FTxx

See Also

• Setting Up AAIs for Equipment Billing in the Equipment Billing Guide

• About AAIs in the General Accounting Guide for more information on AAIs

FMC, FMD, and FME AAIs

The system uses these AAIs to define the statistical account that records the
original meter reading determined by the Meter Readings program. Each of these
AAIs corresponds to a statistical account as follows:

• FMC corresponds to the FMA account

• FMD corresponds to the FMB account
• FME corresponds to the AT00 account
When you set up FMC, FMD, and FME AAIs, you can set them up to be
company-specific. Additionally, you must apply the following rules:

• Include a business unit and object account for each AAI

• Do not include a subsidiary account

FP AAI

The system uses the FP AAI to determine which account to charge when you
create a purchase order from the work order parts list. You can set up the FP AAI
to be company-specific. Additionally, you must apply the following rules:

• Include an object account for each AAI.

• Optionally include a business unit or subsidiary account. If you do not
include a business unit or subsidiary account, the system uses the Charge to
Business Unit and Repair Code from the work order for which you are
purchasing parts.
Additionally, you must verify that line types have been set up.

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Equipment-Plant Maintenance

See Also

• Appendix A - Inventory Concepts and Setup for more information about setting
up line types

Setting Up AAIs for Equipment/Plant Maintenance

Because the system already has AAIs in place, you must verify that these AAIs are
appropriate for your business needs. You can revise existing AAIs and set up
additional AAIs as needed.

Setting up AAIs for Equipment/Plant Maintenance consists of the following tasks:

• Reviewing and revising a single AAI

• Reviewing and revising multiple AAIs
• Setting up a new AAI

Before You Begin

GSet up your chart of accounts. See Creating and Updating Your Chart of Accounts
in the General Accounting Guide.

GSet up security, if applicable. See Setting Up Application Security in the

OneWorld Foundation Guide.

► To review and revise a single AAI

From the Plant/Equipment Management Setup menu (G1341), choose Automatic

Accounting Instructions.

To review individual AAI items in detail and revise them as needed, use the Set Up
Single AAI Item form. You also use this form when you copy an existing AAI
item.

1. On Work With Automatic Accounting Instructions, change the following

field and click Find to display the list of AAI items with a specific sequence
number:

• Sequence Number

2. To narrow your search, enter additional search criteria in the Query by

Example row and click Find.

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 Setting Up Equipment

3. Choose an AAI item and click Select.

4. On Set Up Single AAI Item, review the fields, changing the following fields
as needed, and click OK:

• Product Code

• Sequence Number

• Business Unit

• Object Account

• Subsidiary
You cannot change the following fields for existing AAI items:

• Item Number

• Company
Note: J.D. Edwards recommends that you do not change the following
account segment fields:

• BU Option

• Object Option

• Subsidiary Option

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Equipment-Plant Maintenance

Field Explanation
System A user defined code (98/SY) that identifies a J.D. Edwards
system.
Sequence No. A number used to organize the table into a logical group for
online viewing and reporting.
Business Unit An alphanumeric field that identifies a separate entity
within a business for which you want to track costs. For
example, a business unit might be a warehouse location,
job, project, work center, branch, or plant.
You can assign a business unit to a voucher, invoice, fixed
asset, employee, and so on, for purposes of responsibility
reporting. For example, the system provides reports of
open accounts payable and accounts receivable by business
units to track equipment by responsible department.
Security for this field can prevent you from locating
business units for which you have no authority.
Note: The system uses the job number for journal entries if
you do not enter a value in the AAI table.
................................Form-specific information.................................
Defining a business unit code might be optional, depending
on the type of AAI. For example, if the business unit code
is optional and you do not set one up for the AAI, the
system might use the business unit of a voucher or invoice,
or it might use the business unit associated with the
company of a transaction.
Object Account The portion of a general ledger account that refers to the
division of the Cost Code (for example, labor, materials,
and equipment) into subcategories. For example, dividing
labor into regular time, premium time, and burden.
Note: If you are using a flexible chart of accounts and the
object account is set to 6 digits, J.D. Edwards recommends
that you use all 6 digits. For example, entering 000456 is not
the same as entering 456, because if you enter 456, the
system enters three blank spaces to fill a 6-digit object.
Subsidiary A subdivision of an object account. Subsidiary accounts
include more detailed records of the accounting activity for
an object account.
................................Form-specific information.................................
This number identifies the general ledger subsidiary account
for the AAI when one is required.
Defining a subsidiary account can be optional, depending
on the type of AAI. Use 99999999 to express the end of a
range of subsidiary accounts.

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Field Explanation
BR A code in WorldSoftware, or an option in OneWorld
software, that specifies whether the business unit is required
for this Automatic Accounting Instruction.
Valid values for WorldSoftware are:
O Optional
R Required
N Not used
This code is informational and may be changed depending
on how the AAI is used.
OR A code in WorldSoftware, or an option in OneWorld
software, that specifies whether the object account is
required for this Automatic Accounting Instruction.
Valid codes for WorldSoftware are:
O Optional
R Required
N Not used
................................Form-specific information.................................
Do not change this field.
SR A code in WorldSoftware, or an option for OneWorld
software, that specifies whether the subsidiary account is
required for this Automatic Accounting Instruction.
Valid codes for WorldSoftware are:
O Optional
R Required
N Not used
................................Form-specific information.................................
Do not change this field.

Technical Considerations

Changing account You can change the value in an account segment field
segment values (business unit, object account, and subsidiary) if the
account segment was originally defined as required or
optional. You cannot change the value if the account
segment was originally defined as not used, unless you first
change the Not Used code to Required or Optional. J.D.
Edwards recommends that you do not change this code on
existing AAI items.

Processing Options for Automatic Accounting Instructions (P0012)

Sequence No.

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This job has various options described

below. Enter the desired values and
press OK to continue.

Enter the Starting Sequence Number ____________

► To review and revise multiple AAIs

From the Plant/Equipment Management Setup menu (G1341), choose Automatic

Accounting Instructions.

To display the information for multiple AAI items use the Set Up Multiple AAI
Items form.

1. On Work With Automatic Accounting Instructions, to review and revise

AAI items with different item numbers, choose a record and then choose
Multiple AAIs from the Row menu.

2. On Set Up Multiple AAI Items, review the fields, change the following
fields as needed, and click OK:

• Seq. No.

• Business Unit

• Object Account

• Subsidiary

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• Product Code
Caution: Do not change the following fields in the detail area for existing
AAI items:

• Item No.

• Company
Note: J.D. Edwards recommends that you do not change the following
account segment fields:

• BU Option

• Obj Op

• Sub Op

3. To display only the AAI items for a specific item number for review and
revision, complete the following field in the header area and click Find:

• Item Number

Technical Considerations

Changing account You can change the value in an account segment field
segment values (business unit, object account, and subsidiary) if the
account segment was originally defined as required or
optional. You cannot change the value if the account
segment was originally defined as not used, unless you first
change the Not Used code to Required or Optional. J.D.
Edwards recommends that you do not change this code on
existing AAI items.

► To set up a new AAI

From the Plant/Equipment Management Setup menu (G1341), choose Automatic

Accounting Instructions.

After you review and revise the existing AAIs for your business needs, you might
need to set up additional AAI items. To copy an existing AAI item, you use the Set
Up Single AAI Item form. Otherwise, using the Set Up Multiple AAIs Items form
is typically the fastest method.

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1. On Work With Automatic Accounting Instructions, choose an item and

then choose Multiple AAIs from the Row Menu.

2. On Set Up Multiple AAI Items, move the cursor to a blank line.

3. Complete the following fields:

• Item No.

• Company

• Business Unit

• Object Account
You must use a valid item number when you set up AAIs.

4. Complete the following fields, which are optional for some AAI items:

• Subsidiary

• Description Line 1

5. To specify whether a particular account segment is required, optional, or not

used, complete the following fields:

• BU Option

• Obj Op

• Sub Op

6. Click OK.

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Related Tasks

Setting up a new AAI by The following method is an efficient way to use an existing
copying an existing AAI AAI to set up a new AAI:

• Choose the existing AAI on Work With Automatic

Accounting Instructions and click Copy.
• Type the new values over the old values in the
appropriate fields, including the description, on Set Up
Single AAI Items.
• Click OK.

The system keeps the existing AAI and adds the new one.

Setting Up Equipment Next Numbers

When you set up equipment next numbers, you enable the system to automatically
assign unique numbers for certain items. For example, when you create an
equipment master for a new piece of equipment, the system assigns a unique
equipment number to the equipment. You must set up next numbers for the
following items:

Equipment number The system generates an equipment (asset) number to

uniquely identify each piece of equipment. Depending on
how you set up equipment constants, you can use the
equipment number as the primary number by which
equipment is identified on forms and reports throughout
Equipment/Plant Management.

See Setting Up Equipment Constants for more information

about equipment numbers.

Document number The system assigns unique document numbers to identify

documents that it creates when you run various Fixed
Assets programs, including the following:

• Compute Depreciation
• Single/Mass Asset Transfer
• Single/Mass Asset Disposal
• Enter Beginning Balances
• Asset Splits

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Text key number The system generates a text key number to uniquely identify
each location and to associate location tracking text to the
location. The system assigns every location a text number,
regardless of whether you enter text for the location.

Transfer number The system generates a transfer number to group location

transfers. The transfer number can include multiple location
information lines for multiple pieces of equipment. For
example, when you enter location tracking information for
several pieces of equipment on one form, the system
generates a transfer number to group each line of
information as one transfer order.

The system stores these next numbers in the Fixed Assets system (system 12). The
system generates next numbers from the Next Numbers table (F0002).

Caution: J.D. Edwards strongly recommends that you do not use blank as a next
number value. In addition, to ensure data integrity and to prevent the system from
assigning duplicate next numbers, you must never change a next number to a lesser
value.

► To set up equipment next numbers

From the Equipment Setup menu (G1341), choose Next Numbers.

1. On Work With Next Numbers, type 12 in the following field and click Find
to locate next numbers for Equipment/Plant Maintenance:

• Product Code

2. Choose a record and click Select.

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3. On Set Up Next Numbers by System, complete the following fields for each
number that you need to set up:

• Next Number
Do not delete next number values. Deleting a next number value
might prevent the system from assigning an automatic next number
or cause other unpredictable results.

• Check Digit Used

Field Explanation
Next Number The number that the system will assign next. The system
can use next numbers for voucher numbers, invoice
numbers, journal entry numbers, employee numbers,
address numbers, contract numbers, and sequential W-2s.
You must use the next number types already established
unless you provide custom programming.
Check Digit Used When next numbers are used you may add a digit to the
end of each next number. If you are using check digits, and
the next number is “2”, the computer will add a check digit
to the end of the number and assign “27”. This check digit
enhances automated next numbers by avoiding assignment
of transposed numbers. For example, if “19” has been
assigned, the computer will not assign “91”.

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Setting Up Depreciation Default Coding

You can control the accounts and depreciation values that the system enters into
the equipment master and account balance information when you add a new piece
of equipment to the system. You simplify the entry process of new equipment
information when you set up the following default values:

• Accounting class
• Equipment class
• Depreciation accounts
• Revenue accounts
• Depreciation information
You must set up depreciation default values for each asset cost account in each
company. You should verify that the default values are correct before you set up or
enter new equipment master information.

J.D. Edwards recommends that you establish a one-to-one relationship between

the asset cost account and the Major Accounting Code. If you establish this one-
to-one relationship, you will not need to override the default values when you set
up equipment masters.

Note: The values that you set up on Depreciation Default Coding are also used by
the Fixed Assets system. You should coordinate the depreciation default setup and
any subsequent changes that you make with your accounting department.

► To set up depreciation default coding

From the Equipment Setup menu (G1341), choose Depreciation Default Coding.

1. On Work With Depreciation Defaults, click Add to access Depreciation

Default Coding.

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 Setting Up Equipment

2. On Depreciation Default Coding, complete the following fields:

• Company
The company number that you associate with the asset cost and
accumulated depreciation accounts must be the same as the company
number that you assign to the piece of equipment.

• Asset Cost Object Default

3. To set up depreciation ledgers for each company and cost account

combination, complete the following fields:

• Ledger Type

• Depreciation Method

4. Complete the following optional fields:

• Asset Account Subsidiary Default

• Major Accounting Class

• Major Equipment Class

• Revenue Credit
If you use depreciation method 00, you are not required to complete
any of the account fields. The only exception is the Revenue Credit
field. Complete this field if you plan to do any type of equipment

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billing. If you use any other depreciation method, you must complete
these account fields.

Field Explanation
Company A code that identifies a specific organization, fund, entity,
and so on. The company code must already exist in the
Company Constants table (F0010) and must identify a
reporting entity that has a complete balance sheet. At this
level, you can have intercompany transactions.
Note: You can use Company 00000 for default values, such
as dates and automatic accounting instructions. You cannot
use Company 00000 for transaction entries.
Asset Cost Obj/Subsidiary The general ledger account (object number) used to record
a fixed asset’s acquisition cost. Within each company, you
define default coding instructions for asset cost accounts.
Then, based on these default codes, when you set up a new
asset, the system automatically assigns:
• Major and subclass codes
• G/L accounts for depreciation and revenue
• Depreciation books
LT A user defined code (09/LT) that specifies the type of
ledger, such as AA (Actual Amounts), BA (Budget
Amount), or AU (Actual Units). You can set up multiple,
concurrent accounting ledgers within the general ledger to
establish an audit trail for all transactions.
................................Form-specific information.................................
For Equipment/Plant Management users:
As a minimum setup requirement, you must set up a ledger
type of AA (actual amounts).

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Field Explanation
Depr Info A code for additional depreciation information. This code is
used for investment tax credit (ITC) and averaging
conventions. The system validates the code you enter in
this field against user defined code table (12/AC). Valid
codes are:
0 No ITC Taken
1 Three Year Method (3 1/3%)
2 Five Year Method (6 2/3%)
3 Seven Year Method (10%)
4 ACRS Method with Basis Reduction (10% ITC)
5 ACRS Method without Basis Reduction (2% ITC
or No ITC)
A Actual Date of Depreciation Start Period
H Half-Year
M Mid-Month Convention
Q Mid-Quarter Convention
Y Mid-Year Convention
P Middle of Period
F First-half/Second-half
W Whole Year
N First Day of Next Period
R First Day of Next Year
S Actual Start Date for Primary Rule/First Day of
Period for Secondary Rule
Note: Numeric codes apply to standard depreciation
methods only.
To determine the date for F (First-half/Second-half), use
the following guidelines:
• If the asset was placed in service in the first half of
the year, then the adjusted depreciation start date
is the first day of the year.
• If the asset was placed in service in the second
half of the year, then the adjusted depreciation
start date is the first day of the succeeding year.
• The first half of the year expires at the close of the
last day of the calendar month that is closest to
the middle of the tax year.
• The second half of the year begins the day after
the expiration of the first half of the tax year.

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Field Explanation
Major Accounting Class A user defined code (12/C1) that determines the
accounting class category code. You use this accounting
category code to classify assets into groups or families, for
example, 100 for land, 200 for vehicles, and 300 for general
office equipment.
J.D. Edwards recommends that you set up major class
codes that correspond to the major general ledger object
accounts in order to facilitate the reconciliation to the
general ledger.
Note: If you do not want to use the major accounting class
code, you must set up a value for blank in the user defined
code table.
Major Equipment Class A user defined code (12/C2) that is used to classify assets
into groups or families. You use the equipment category
code as a subclass to further define the accounting class, for
example, 310 for copy equipment, 320 for projectors, and
330 for typewriters within the accounting class for general
office equipment.
Note: If you do not want to use the major equipment class,
you must set up a value for blank in the user defined code
table.
Revenue Credit A field that identifies an account in the general ledger. You
can use one of the following formats for account numbers:
• Standard account number (business
unit.object.subsidiary or flexible format)
• Third G/L number (maximum of 25 digits)
• 8-digit short account ID number
• Speed code
The first character of the account indicates the format of
the account number. You define the account format in the
General Accounting Constants program.

Mapping Equipment Category Codes

If you set up category codes for your business unit that would also be helpful for
tracking and reporting on your equipment, you can set up default values to map, or
associate specific business unit category codes to specific equipment category
codes. You can also map specific equipment category codes to specific work order
category codes.

When you set up an equipment master for a new piece of equipment, the system
automatically enters the category codes that you specified from the responsible
business unit on the equipment master. Similarly, when you set up work orders for

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equipment, the system automatically enters the category codes that you specified
from the equipment master on the work order. If you change the responsible
business unit for a piece of equipment, the system reassigns equipment category
codes based on the new business unit.

Note: The default values you set up on Category Code Mapping appear on
Equipment Master only if the values are valid for the business unit and the
equipment. For example, if you want to map the value for category code 05 from
the business unit master to category code 08 on the equipment master, the values
for both category code tables must match. The same applies when you map
equipment category codes to work order category codes.

► To map equipment category codes

From the Equipment/Plant Management Setup menu (G1341), choose Category

Code Mapping.

1. On Category Code Mapping, to specify whether you want to map business

unit category codes to equipment category codes or work order category
codes, complete the following field:

• Mapping Type

2. Complete the following fields for each pair of category codes that you want
to map:

• Map to Category Code

• Map from Category Code

Several category codes throughout the system exceed three characters in
length. For codes that you map onto the equipment master or work order
master, the system truncates any codes longer than three characters into a 3-
character category code field.

Setting Up Specification Data

Use specification data to define which types of static data, such as nameplate
information, you want to record for a particular equipment class. For each
equipment class, you can create up to 99 pages of data with as many as 16 data
fields per page. You can set up the sequence in which the data appears and specify
the names for the various data fields.

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Before You Begin

GVerify that you have entered a supplemental category code on Fixed Asset
Constants. See Setting Up Equipment Constants.

► To set up specification data

From the Supplemental Data Setup menu (G1344), choose Specification Cross
Reference.

1. On Work With Specification Cross Reference, click Add to access

Specification Cross Reference Revisions.

2. On Specification Cross Reference Revisions, in the upper leftmost field,

type a value that corresponds to the equipment class for which you are
setting up specification data.
The name of this field corresponds to the value that you enter in the
Supplemental Category Code field on Fixed Asset Constants. In the example
shown, this is Major Equipment Class.

3. Complete the following fields for each type of specification data that you
want to set up:

• Sequence Number

• Description

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 Setting Up Equipment

• Field Number

• Item Size

4. To edit specification data against a user defined code, complete the

following optional fields:

• Product Code

• User Defined Codes

The value that you entered in the previous step for item size must
match the size of the user defined code.

5. Complete the following optional fields:

• Display Decimals

• Justify (R or L)

• Required Field (Y/N)

• Field Type
If you do not enter a field type, the system enters a default value of A.

6. If the equipment class for which you are setting up specification data
requires more than 16 specification data types, complete the following field
to create a new page:

• Page No

Field Explanation
Sequence Number A number that is used to sequence specification data. For
any item of specification data, enter the number in the
order you want it to appear on the Specification Data Entry
form (World), or the Specification Data Revisions form
(OneWorld).
Note: After you define a specification data item, you cannot
change its sequence number. If you need to revise the
sequence in which a data item appears, you must type over
existing data item information at the sequence number for
which you want the data item to appear.
Field Number This number defines which field in the Specification Data
table you are setting up. For this field number, you can
define a description, the sequence in which it will display,
and any editing rules that you want to apply to the data.

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Field Explanation
Item Size The field size of the data item.
NOTE: All amount fields should be entered as 15 bytes, 0
decimals, and the data item type should be P (packed).
Product Code A user defined code (98/SY) that identifies a J.D. Edwards
system.
User Defined Codes A code that identifies the table that contains user defined
codes. The table is also referred to as a UDC type.
Display Decimals A value that designates the number of decimals in the
currency, amount, or quantity fields the system displays.
For example, U.S. Dollars would be 2 decimals, Japanese
Yen would be no decimals, and Cameroon Francs would be
3 decimals.
Required Field (Y/N) A code that specifies whether a value is required. The
default is N for Not Required. Valid codes are:
Y or 1 - This value is required to be valid.
N or 0 - This value is not required.
Field Type Enter the type of data that the user will enter in the field on
the Specification Data Entry form. Valid values are:
A Alpha Numeric
N Numeric
D Date
T Time
Page No This is the page number within the Specification Sheets.
The Specification Data file (F1216) contains only 32 fields
per page. If a particular class of equipment needs more
than 32 fields to store the static data, you will have to create
a new page number with the file.

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Understanding User Defined Codes

Many fields throughout Equipment/Plant Maintenance accept only user defined

codes. You can customize fields in your system by setting up user defined codes to
meet the needs of your business environment.

Note: Equipment/Plant Maintenance uses the category codes from the Fixed
Assets system (12). Many forms throughout Equipment/Plant Maintenance display
the first 10 of 23 category codes. J.D. Edwards recommends that you assign
specific equipment needs to as many of the first 10 category codes as you need.
This will help you to perform online searches for equipment. You can then use the
remaining codes for fixed asset reporting needs.

Caution: User defined codes are central to J.D. Edwards systems. You must be
thoroughly familiar with user defined codes before you change them.

The following user defined codes are primary to Equipment/Plant Maintenance:

Major Accounting Class (12/C1)

Use these codes to group equipment into categories, such as office equipment,
furniture, heavy equipment, plant equipment, and so on.

J.D. Edwards recommends that you set up a one-to-one relationship with major
accounting class and the asset cost account.

Major Equipment Class (12/C2)

Use these codes to further categorize equipment into subclasses. For example, set
up codes to divide office equipment into groups such as copiers, computers,
printers, and so on.

Additional Class (12/C3-C0, 12/F1-F0, 12/21-23)

Use these codes to further group equipment into meaningful classifications based
on your needs. J.D. Edwards provides many predefined values. You can use the
predefined values or modify them to your business needs. For instance, category

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code 3 (12/C3) is set up as Manufacturer, category code 4 (12/C4) is Model Year,

and so on.

If you use Equipment Billing, you must use category code 10 to define billing rate
groups.

Equipment Status (12/ES)

Use these codes to identify the operational status of equipment, such as whether it
is available, working, down, or disposed.

Equipment status codes might also be used by the Fixed Assets system to track
types of disposals.

Equipment Message Type (12/EM)

Use these codes to define and group different types of messages, such as planned
maintenance, problem reporting, lease terms, and so on.

Finance Methods (12/FM)

Use these codes to specify how a piece of equipment was acquired, such as leased
or purchased outright. Finance method information is stored in the Asset Master
table (F1201).

Ledger Types for Equipment Journal Entries (12/LT)

Use these codes to define the ledger types for various sets of books. The default
ledger type for equipment transactions is AA (Actual Amounts). Any ledgers that
you define in user defined code table 12/LT are in addition to the AA ledger. You
are not required to specify any ledgers in this table.

Use special handling codes to indicate how you want the system to process data
for these additional ledgers. Valid codes for this table’s special handling codes are
as follows:

• 1: Disconnect cost from the AA ledger

• 2: Post to equipment but not to the general ledger
• 9: Never post ledger to equipment
• blank: Create journal entries for this ledger

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 Understanding User Defined Codes

Note: You must also define all additional ledger types on General Accounting
Ledger Types (09/LT).

Preventive Maintenance Service Type Codes (12/ST)

Use these codes to identify the different types of maintenance tasks that you assign
to the preventive maintenance schedules for each piece of equipment, such as
LUBE for equipment lubrication, INSPECT for safety inspection, and so on.

Preventive Maintenance Status Codes (12/MS)

Use these codes to identify the status of a maintenance task at a specific time. For
example, you might set up a code to indicate that a maintenance task is waiting for
parts and another code to indicate that the work is in progress.

Equipment/Plant Maintenance includes the following predefined status code

values, which have special meaning to the system:

• 01: Maintenance schedule defined

• 98: Maintenance canceled
• 99: Maintenance complete
You can create any other status codes that you need.

Preventive Maintenance Category Codes 01 (13/P1, 13/P2)

Use these codes to categorize preventive maintenance schedules. For example, set
up codes to divide preventive maintenance schedules into groups, such as critical
and non-critical.

Type Codes (00/TY)

Use these codes to group work orders by type, such as emergency work order or
preventive maintenance work order. The system displays this classification code
field on Enter Work Orders and Backlog Management.

The Work Order Processing system includes predefined type code values. If these
type codes do not meet your needs, you can modify them, or you can create new
ones.

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Work Order Priority Codes (00/PR)

Use these codes to group work orders by priority, such as urgent or low priority.
The system displays this classification code field on Enter Work Orders and
Backlog Management.

Work Order Status Codes (00/SS)

Use these codes to group work orders by current condition. You can update the
status code for a work order as work progresses. The system displays this
classification code field on a variety of forms related to the life cycle of a work
order, such as Work With Work Orders and Work Order Details.

Work Order Category Code 01 (00/W1)

Category code 01 is a special four-character user defined code that appears on all
work order forms and reports. You can use category code 01 for the work order
phase or matter codes. Use phase or matter codes to do the following:

• Group families of work orders into phases or subcategories for project

management and cost account purposes
• Group families of work orders on invoices by special matter or explanation
code
If you do not want to use category code 01 for phase and matter codes, you can
modify the predefined codes or create new ones.

Additional Work Order Category Codes (00/W2 - W0)

Use category codes 02 - 10 to customize and further define your work orders.
Category codes 02 - 10 have no predefined values. The system displays the first ten
category codes on Backlog Management. You can set up these codes to help you
limit your search for work orders on Backlog Management.

For example, you can set up category code 2 as a work order failure code to
indicate reasons for equipment failure. You could then set up codes to indicate
equipment failure due to the following:

• Operator error
• Design flaw
• Lubrication or cooling problem

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 Understanding User Defined Codes

Work Order Document Types (00/DT)

Use these codes to differentiate between different types of work order transactions
in the general ledger. For example, you can create document types for preventive
maintenance work orders, corrective maintenance work orders, and so on.

Record Type Codes (00/RT)

Use record type codes to organize the descriptive information that you enter and
track for your work orders. For example, you might set up record types to include
the following types of information:

• Tool and equipment instructions

• Safety provisions
• Equipment down time

Summary Document Types (48/DC)

Use these codes to define the document types that the system displays on Cost by
Work Order. For example, you can set up codes for the following document types:

• Inventory issues
• Work order inventory issues
• Accounts payable entries
• Time entries

Inventory Document Type (48/ID)

Use these codes to define the inventory document types that the system displays
on the work order Estimate to Actual Variance form. For example, you can set up
codes for the following types of inventory issues:

• Inventory issues
• Work order inventory issues

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Bill Type (40/TB)

Use these codes to define the types of parts lists that you can assign to a work
order, such as preventive maintenance parts lists, corrective maintenance parts
lists, and so on.

Routing Type (40/TR)

Use these codes to define the types of labor routing instructions you can assign to
a work order, such as preventive maintenance instructions, corrective maintenance
instructions, and so on.

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Setting Up Supplemental Data

Supplemental data consists of categories of information that you define to meet

your unique business requirements. For Equipment/Plant Maintenance, you can
use supplemental data to further define equipment or work orders in your system.
After you set up supplemental data, you can use it to report on and track detailed
information about equipment or work orders that is not included on the
equipment master or work order master. For example, for equipment you might
want to track supplemental data related to maintenance, such as vibration readings
and oil readings.

You can record and track supplemental data in several J.D. Edwards systems,
including the following:

• Address Book
• General Accounting
• Human Resources
• Asset Management
• Inventory Management
• Work Orders
Supplemental data is stored in unique databases for each system. When you set up
supplemental data, you define the types of supplemental information that you want
to track in each database. You define as many supplemental data types as you need.
The methods by which you set up and maintain supplemental data are the same for
all systems.

Note: The demonstration data that comes with Equipment/Plant Maintenance

includes predefined supplemental databases for Asset Management and Work
Orders. You can set up additional databases, but J.D. Edwards recommends that
you do not alter the demonstration databases, particularly the key fields. The
following table shows the name and supplemental database code for each database,
as well as the key field for each:

Asset Management (AM) The key field for the asset management supplemental
database is Asset Number.

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Work Order (WO) The key field for the work order supplemental database is
Document Number.

After you define supplemental data types, you can set up language preferences for
each supplemental database. When you do so, the information that you enter
appears in the language of your choice.

Setting up supplemental data consists of the following tasks:

GDefining supplemental data types

GSetting up language overrides for supplemental data

GAssigning supplemental data types to equipment

Defining Supplemental Data Types

You define types of supplemental data to specify categories of supplemental

information and the specific information that you want to track for each category.
Typical types of supplemental information for equipment might include the
following:

• Capacity
• Transportation notes
• Vibration readings
• Oil Readings
• Specification sheets
Depending on your needs, you can define a supplemental data type in any of the
following formats:

Narrative format (N) Narrative format allows you to enter information in free
form text. You might want to use the narrative format for
the following:

• Transportation notes
• Detailed equipment descriptions
• Problem reports

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 Setting Up Supplemental Data

Code format (C) The system provides two code formats. Format C edits
supplemental against user defined codes. Format M edits
data against Generic Rates and Messages.

When you use format C, the system requires you to enter

information in specific fields on the data entry form. You
might want to use the code format for the following:

• Dimensions, such as height, length, and width

• Oil analysis readings
• Equipment vibration readings

When you define supplemental data types using this format,

you can define the columns into which you enter
information. The system edits the values that you enter in
the columns against the user defined code table that you
specify on Data Type Revisions.

The format M functions similarly to the format C, with the

exception that the system edits the supplemental data that
you enter against the Generic Rates and Messages table that
you set up in Generic Rates and Message Records.

You can use either of the two code formats to set up a

supplemental data type in a columnar format. Regardless of
the format that you choose, you are not necessarily required
to enter a user defined code against which the system edits
data.

Program format (P) Use the program format to access a specific program and
version number from a supplemental data type. Instead of
customizing menus, you can set up supplemental data types
to access the forms that you use most often. Setting up
supplemental data types in this manner allows you to access
these forms from a single menu selection, which saves you
time and streamlines your data entry tasks.

Note: If you use specification sheets, you must set up

supplemental data type SP using the program format.

Defining supplemental data types consists of:

• Defining supplemental data types in narrative format

• Defining supplemental data types in code format

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• Defining supplemental data types in program format

► To define supplemental data types in narrative format

From the Supplemental Data Setup menu (G1344), choose Supplemental Data
Setup.

1. On Work With Supplemental Database Setup, click Find.

A list of all supplemental databases appears in the detail area of the form.

2. Choose the supplemental database for which you want to define data types
and then from the Row menu, choose Work With Data Types.
Supplemental data for equipment uses the Asset Management supplemental
database. Supplemental data for work orders uses the Work Order
supplemental database.

3. On Work With Data Types, click Add to access Data Type Revisions.

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 Setting Up Supplemental Data

4. On Data Type Revisions, enter N in the following field:

• Display Mode

5. Complete the following fields and click OK:

• Description

• Display Sequence

• Type Data

• Data Class

• Search Type

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Field Explanation
Display Mode A code that specifies the format of a data type. This code
determines the display mode for supplemental data. Valid
codes are:
C Code format, which displays the form for
entering code-specific information. These codes
might be associated with the User Defined Codes
(F0005) table.
N Narrative format, which displays the form for
entering narrative text.
P Program exit, which allows you to exit to the
program you specified in the Pgm ID field.
M Message format, which displays the form for
entering code-specific information. The system
can edit the code values you enter against values
in the Generic Rates and Messages table
(F00191). This code is not used by the Human
Resources or Financials systems.
................................Form-specific information.................................
This is a required field for setting up any data type.
Display Sequence A number that reorders a group of records on the form.
................................Form-specific information.................................
This is an optional field for setting up data types. You can
specify a display sequence number for each data type. When
you use the Work With Supplemental Data form, the data
types appear in the order you specified.
Type Data A code that you assign to supplemental data so that you can
group data by categories.
................................Form-specific information.................................
This is a required field for setting up any data type. You can
use an existing data type, or you can create a new data type
by entering one or two characters for the code.

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Field Explanation
Data Class A user defined code (00/CL) that identifies a group of data
types in the Central Information File.
................................Form-specific information.................................
This is an optional field for setting up any data type. Data
classifications must be set up in UDC Data Classifications
(00/CL) before you can use them.
Complete this field if you want to categorize your data
types by the kind of information they contain. For example,
if you have both narrative and code format data types that
contain information about products purchased, you might
want to assign the same data classification to both of these
data types.
Search Type A user defined code (01/ST) that identifies the kind of
address book record that you want the system to select
when you search for a name or message. Examples include
the following:
E Employees
X Ex-employees
V Suppliers
C Customers
P Prospects
M Mail distribution lists
T Tax authority
................................Form-specific information.................................
This is an optional field for setting up any data type. Search
types must be set up in UDC Search Type (01/ST) before
you can use them.

► To define supplemental data types in code format

From the Supplemental Data Setup menu (G1344), choose Supplemental Data
Setup.

1. On Work With Supplemental Database Setup, click Find.

A list of all supplemental databases appears in the detail area of the form.

2. Choose the supplemental database for which you want to define data types
and then from the Row menu, choose Work With Data Types.
Supplemental data for equipment uses the Asset Management supplemental
database. Supplemental data for work orders uses the Work Order
supplemental database.

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Equipment-Plant Maintenance

3. On Work With Data Types, click Add to access Data Type Revisions.

4. On Data Type Revisions, enter C in the following field:

• Display Mode

5. Complete the following fields:

• Type Data

• Description

6. To specify the information that you want to track for this data type,
complete the following fields in the Column Heading area of the form:

• Effective From

• Amount 1

7. To associate a user defined code table with the code title, complete the
following fields in the UDC Headings/Validation area of the form:

• UDC

• Product Code

• Record Type

8. To enter additional information for the data type, complete any of the
following optional fields and click OK:

• Remark 1

• Remark 2

• Amount 2

• Effective Thru

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 Setting Up Supplemental Data

Field Explanation
Effective From The title of a supplemental data column that relates to a
date. For example, a possible column heading for the date
field linked to a data type for education might be
Graduation.
................................Form-specific information.................................
Data you enter in the Effective From (alias GDC5) field
overrides the Effective Date (alias EFT) column heading
name in the detail area on the General Description Entry
form.
This is an optional field for setting up supplemental data
types in code format.
Amount 1 The title of a supplemental data column that relates to an
amount. For example, if the data type relates to bid
submittals, the heading could be Bid Amounts. This
column contains statistical or measurable information.
................................Form-specific information.................................
Data you enter in the Amount 1 (alias GDC1) field
overrides the User Defined Amount (alias AMTU) column
heading name in the detail area on the General Description
Entry form.
This is an optional field for setting up supplemental data
types in code format.

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Field Explanation
UDC The title of a supplemental data column that relates to a
user defined code. For example, if the supplemental data
type relates to the educational degrees of employees (BA,
MBA, PHD, and so on), the heading could be Degree. This
column contains user defined codes.
................................Form-specific information.................................
Data you enter in the UDC (alias GDC1) field overrides the
UDC (alias KY) column heading name in the detail area on
the General Description Entry form. You can set up this
field as a generic field or as a field that is associated with
user defined codes.
If you leave the corresponding Product Code (alias SY) and
Record Type (alias RT) fields blank, then on the General
Description Entry form, the system accepts any data
(within the size constraints) that you enter in the data entry
field for the UDC (alias KY) column.
If you complete the corresponding System Code (alias SY1)
and Record Type (alias TR1) fields, then on the General
Description Entry form, the system validates the data you
enter in the data entry field for the UDC (alias KY) column.
This is an optional field for setting up supplemental data
types in code format.

► To define supplemental data types in program format

From the Supplemental Data Setup menu (G1344), choose Supplemental Data
Setup.

1. On Work With Supplemental Database Setup, click Find.

A list of all supplemental databases appears in the detail area of the form.

2. Choose the supplemental database for which you want to define data types
and then from the Row menu, choose Work With Data Types.
Supplemental data for equipment uses the Asset Management supplemental
database. Supplemental data for work orders uses the Work Order
supplemental database.

3. On Work With Data Types, click Add to access Data Type Revisions:

4. On Data Type Revisions, enter P in the following field:

• Display Mode

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 Setting Up Supplemental Data

5. Complete the following fields:

• Display Sequence

• Type Data

• Data Class

• Search Type

6. To specify the program that you want this data type to access, complete the
following fields:

• Application Name

• Form Name

7. Complete the following optional field and click OK:

• Version

Field Explanation
Application Name The ID that the system uses to call an application.
Form Name The name of an executable program.
................................Form-specific information.................................
Enter the system name of a form that is associated with an
application. To determine the system name of a form, open
the form and choose About OneWorld from the Help
menu.
Version A user-defined set of specifications that control how
applications and reports run. You use versions to group and
save a set of user-defined processing option values and data
selection and sequencing options. Interactive versions are
associated with applications (usually as a menu selection).
Batch versions are associated with batch jobs or reports. To
run a batch process, you must choose a version.

Setting Up Language Overrides for Supplemental Data

You can set up language overrides for supplemental data. Language overrides
enable users to enter and view supplemental information in a language other than
English. Language overrides allow you to write and view your database
descriptions in the language that you specify. For example, you can assign a
Spanish language code and enter a business unit or company description in

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Equipment-Plant Maintenance

Spanish. You can later view the supplemental database information in Spanish by
selecting the Spanish language code.

► To set up language overrides for supplemental data

From the Supplemental Data Setup menu (G1344), choose Supplemental Data
Setup.

1. On Work with Supplemental Database Setup, choose Work With Language

Preferences from the Form menu.

2. On Work with Language Overrides, complete the following field and click
Add to override a supplemental database language:

• Supplemental Database Code

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 Setting Up Supplemental Data

3. On Supplemental Database Language Overrides, complete the following

field:

• Language

4. Complete any of the following optional fields and click OK:

• Business Unit Row Description

• Company Row Description

• Alpha Key 1 Row Description

• Alpha Key 2 Row Description

• Numeric Key 1 Row Description

• Numeric Key 2 Row Description

Field Explanation
Supplemental Database A code that you use to set up databases for groups of
Code related supplemental data types. This code differentiates the
supplemental data types for various systems. For example,
the Employee (E) supplemental database contains data
types that you use to track additional employee information,
such as education and job skills. The supplemental database
code is used only in the OneWorld version of the
Supplemental Database.

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Field Explanation
Language A user defined code (01/LP) that specifies a language to
use in forms and printed reports.
Before specifying a language, a language code must exist at
either the system level or in your user preferences.
Business Unit Row A field that enables you to override the default description
Description for Business Unit in the Supplemental Database inquiry and
entry programs. If you leave this field blank, the system
uses the default description from the data dictionary.
Company Row Description A field that enables you to override the default description
for the Document Company in the Supplemental Database
inquiry and entry programs. If you leave this field blank, the
system uses the default description from the data
dictionary.
Alpha Key 1 Row A field that enables you to override the default description
Description for the data dictionary alias you entered as a key field for
the Supplemental Database inquiry and entry programs. If
you leave this field blank, the system uses the default
description from the data dictionary.
Numeric Key 1 Row A field that enables you to override the default description
Description for the data dictionary alias you entered as a key field for
the Supplemental Database inquiry and entry programs. If
you leave this field blank, the system uses the default
description from the data dictionary.

Assigning Supplemental Data Types to Equipment

You can define which types of supplemental data appear for a specific class of
equipment. For example, you might want to track separate supplemental data types
for electrical equipment and diesel-powered equipment. You can specify that
supplemental data types for electrical equipment, such as voltage, amperage, and so
on, do not appear for equipment for which the data is not applicable.

If you choose not to assign supplemental data types, all supplemental data types
that you define will appear for all classes of equipment. You specify the category
code that you want to use to define the equipment class on Equipment Constants.

Before you Begin

GDefine the supplemental category code on Equipment Constants. See Setting

up Equipment Constants.

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 Setting Up Supplemental Data

► To assign supplemental data types to equipment

From the Supplemental Data Setup menu (G1344), choose Supplemental Data
Setup.

1. On Work with Supplemental Database Setup, complete the following field:

• Supplemental Database Code

The value that you enter must be a value from the user defined code table
you defined in equipment constants for supplemental data. For example, if
you defined equipment category code 1 as your supplemental category code
in equipment constants, you can enter any value from equipment category
code 1 in this field.

2. From the Row menu, select Work with Data Types.

3. On Work with Data Types, assign all data types that you want to associate
with the type or class of equipment.

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Related Tasks

Alternate display format You can review all of the category codes for which a
specific data type is valid by entering the data type in the
Type Data field and leaving the Category Code Value field
blank. All of the category codes appear for which that data
type is valid.

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Setting Up Job Cost Inquiry

You use Job Cost Inquiry to review maintenance costs for an individual business
unit or work center by repair code. Before you can use Job Cost Inquiry, you must
define the information that you want to review. You define the information that
you want to review by defining and naming inquiry columns, such as budget
amount, actual amount, and so on.

You set up the columns and column versions to display job status information on
the Job Status Inquiry form. Column definitions are required, but column versions
are optional.

Columns determine how the system displays your information. You can define
columns by setting up specific formulas by which the system calculates the value
that it displays.

You can save up to 30 columns in a version. When you choose the Job Status
Inquiry - User Defined Columns form, you enter your user defined version in the
Column Version field to direct the system to display the job cost information in
the format that you established. The inquiry columns are also used on the Account
and Job Progress Entry forms.

The user defined column information is stored in the Inquiry Columns table
(F5192).

Setting up Job Cost Inquiry consists of the following task:

GDefining inquiry columns

Defining Inquiry Columns

You must define the columns that you use on Job Status Inquiry to display your
information. When you define a column, you can include the following
information:

• Column name
• Column heading
• The formula by which the information displayed in the column is
calculated

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Formula Descriptions (51/FM)

The information for this code type cannot be changed. The FM code identifies the
following sources:

• Actual values from the AA or AU ledger.

• Original budget values from the JA or JU ledger.
• Revised budget values from the JA or JU ledger.
• Total value of the original budgets from all the ledgers defined for budget
amounts and budget units (Ledger Type Master table (F0025)). A revised
budget equals the original budget plus any change orders. See Working with
Ledger Types for Job Cost.
• Total value of the revised budgets from all the ledgers defined for budget
amounts and budget units (Ledger Type Master table (F0025)). See Working
with Ledger Types for Job Cost.
• Open commitment values from the PA or PU ledger.
• Total contract values from the PA or PU ledger.
• Projected final values from the HA or HU ledger.
• Projected over/under values from the FA or FU ledger.
• Actual values form the AA or AU ledger for the number of days prior to the
thru date. These values are affected by the Thru Date/Period field and the
Days field on the Job Status Inquiry - User Defined Columns form.
• Percent complete based on the method of computation for each account.
The formula descriptions relate to the following codes:

• For amounts, the valid codes are 1 through 10 and 61.

• For unit quantities at the detail level, the valid codes are 21 through 30.
• For unit quantities at the header account level, the valid codes are 41
through 50.

Inquiry Ledger Types (51/IL)

This code type table lets you identify any additional ledgers from which the system
can retrieve amounts or unit quantities for the Job Status Inquiry - User Defined
Columns form. The Define Inquiry Columns form can display up to 10 additional
descriptions and automatically assigns the following codes to them:

• For amounts, the valid codes are 11 through 20.

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 Setting Up Job Cost Inquiry

• For unit quantities, the valid codes are 31 through 40.

• For unit quantities at the header account level, the valid codes are 51
through 60.

Mathematical Functions

The calculation can include the four basic mathematical functions along with
parentheses for nesting values. The valid symbols for mathematical functions are
as follows:

• + Addition
• - Subtraction
• * Multiplication
• / Division
• ( ) Left and right parentheses

Examples

The following list provides examples of different ways you can combine the codes
and mathematical functions to create calculations:

• Actual amount: 1
• Actual unit rate: 1/21
• Total commitments: 1 + 6
• Unit rate variance: (1/21) - (5/25)
If the column relates to the specific value contained in a ledger, the calculation
consists of only one code.

► To define inquiry columns

From the Job Cost Setup menu (G5141), choose Define Inquiry Columns.

1. On Work with Job Status Inquiry Columns, click Find to review the current
user defined columns.

2. To define a new column, click Add.

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3. On Define Inquiry Columns, complete the following fields:

• Column Name

• Description

• Column Heading 1

• Column Heading 2

• Formula
After you complete the Column Name field and tab to the next field, the
system enters values in the detail area of the form so that you can use values
in the Amount field to enter your formula. If you use a value other than
what is available in the Amount field, the system displays an error message.

4. If your company uses large numbers, and you want to minimize data entry,
click the Display tab and complete the following field:

• Multiplier
When you review your job information on the Job Status Inquiry - User
Defined Columns, the amounts are expanded to the full number.

5. To save your entry, click OK.

6. To return to the Work with Job Status Inquiry Columns form, click Cancel.

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 Setting Up Job Cost Inquiry

Field Explanation
Column Name An alphanumeric code that identifies a column. A column
represents a performance factor, such as the average unit
cost for an item and the last cost that you paid for an item.
For example, you can review performance factors to
compare suppliers’ costs and services for a certain item.
Description A user defined name or remark.
Column Heading 1 The first line in the heading that describes the column. The
system automatically centers this line for the column.
Column Heading 2 The second line in the heading that describes the column.
The system automatically centers this line for the column.
Formula A calculation that the system uses to determine an amount
or quantity for this column. You can use a single predefined
value or multiple predefined values in conjunction with
mathematical operators to enter a formula. Valid
mathematical operators are:
+ Add
- Subtract
* Multiply
/ Divide
( ) Left and right parentheses for nesting
For example, you can enter the following formula to have
the system calculate on-time percentages:
20/(20+21+22)
The formula above equals on-time percentages because:
• 20 is the value for on-time amounts
• 21 is the value for early amounts
• 22 is the value for late amounts
Multiplier The factor by which the amounts or unit quantities in a
column are multiplied. The result of the calculation in the
Formula field is multiplied by this factor before it is
displayed on the Job Status Inquiry screen.
For example, if you want to scale down extremely large
numbers to thousands, type .001 in this field. If you want
percentages to be displayed as whole numbers, type 100.

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Setting Up PM Schedule Information

Preventive maintenance (PM) schedules are the foundation of your preventive

maintenance program. PM schedules determine the types of service and the
frequency of each service type for each piece of equipment that you maintain.
Before you can use the preventive maintenance features of Equipment/Plant
Maintenance, you must provide the system with the following PM schedule
information:

Standard procedures When you set up a PM schedule for a piece of equipment,

you can assign standard procedures to the various
maintenance tasks. The system uses standard procedures in
the same way as user defined codes, with the exception that
you can attach virtually unlimited text to a standard
procedure.

Maintenance rules Maintenance rules determine when the system schedules

preventive maintenance tasks. In addition, maintenance
rules can do the following:

• Determine the status of scheduled tasks

• Assign default values for the assigned work order
• Assign default values for the business unit to be
charged for the maintenance task
• Determine when maintenance is due based on
threshold percentages

Setting up PM schedules consists of the following tasks:

GSetting up standard procedures

GSetting up maintenance rules

Before You Begin

GSet up the following user defined codes:

• Service types (12/ST)

• Maintenance status (12/MS)

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• Work order type (00/TY)

• Work order priority (00/PR)
• Work order status (00/SS)

See Also

• Understanding User Defined Codes

Setting Up Standard Procedures

You can define standard procedures (sometimes referred to as standard

instructions) that apply to your PM schedules and work orders. You can then add
unlimited text to describe the procedures. For example, assume that you have set
up a service type for a 500-hour equipment inspection. You can define a standard
procedure for a 500-hour equipment inspection and add text that describes the
steps that are required for the inspection.

After you set up standard procedures, you can attach them to the following
programs:

• Work Order Entry (P48011)

• Equipment PM Schedule (P1207)
• Work Order Routing (P3112)

► To set up standard procedures

From the Maintenance Setup menu (G1345), choose Standard Procedures.

1. On Work With Generic Message/Rate Types, complete the following fields

and click Find:

• Product Code
Type 48.

• User Defined Codes

Type SN.
These fields might already contain default values.

2. Choose the record for Standard Descriptions and click Select.

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 Setting Up PM Schedule Information

3. On Enter Generic Message/Rates, complete the following fields for each

procedure that you want to define and click OK:

• User Defined Code

• Description

4. To add text for the procedure, choose the procedure, choose its record, and
from the Row menu, choose General Message.

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5. On General Message, enter text for the procedure.

Field Explanation
Product Code A user defined code (98/SY) that identifies a J.D. Edwards
system.
Description A user defined name or remark.

Processing Options for Generic Message Rates (P00191)

Defaults

1. Enter the desired System Code.

System Code ____________

2. Enter the desired Record Type.

Tax Authority 5 ____________

Record Type ____________

Display

1. Enter a ’1’ to display Rate Text or a

’2’ to display Message Text.

Text Type ____________

2. Enter a ’1’ for 60 column display or

a ’2’ for 80 column display.

Text Column Display ____________

Setting Up Maintenance Rules

To use the preventive maintenance features in Equipment/Plant Maintenance, you

must set up maintenance rules. Maintenance rules determine the maintenance
status that the system assigns to a PM for a service type when the service type is
due to be performed.

For example, assume you have defined a service type for equipment lubrication,
with a 100-hour maintenance interval. Also assume that you have defined
maintenance rules for that service type that direct the system to assign a
maintenance status of 50 (Maintenance Due) whenever 100 hours have elapsed.
After 100 hours have elapsed and you update the PM schedule status, the system
automatically assigns a maintenance status of 50 to the PM for equipment
lubrication.

In addition to assigning a maintenance status to PMs, you use maintenance rules to

do the following:

• Define the threshold percentage when maintenance is due

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 Setting Up PM Schedule Information

• Determine the assigned work order status, type, and priority if you use
model work orders
• Specify the status of associated service types that might already be scheduled
and combine work orders for associated service types to the work order for
the primary service type

How Does the System Apply Maintenance Rules?

The system searches for rules to apply to a maintenance task using the following
sequence:

1. Searches for and applies a rule for which both an equipment number
and a service type have been assigned

2. Searches for and applies a rule for which an equipment number has been
assigned, but no service type

3. Searches for and applies a rule for which a service type has been
assigned, but no equipment number

4. Applies the global default rule for which no equipment number or

service type has been assigned
At a minimum, you must set up a global default maintenance rule with a blank
equipment number and a blank service type. For any equipment whose
maintenance rules must deviate from the global default rule, you can create specific
rules that include the equipment number and service type. You can also set up
default rules by the following:

• Equipment number with no service type

• Service type with no equipment number

► To set up maintenance rules

From the Maintenance Setup (G1345), choose Maintenance Rules.

1. On Maintenance Rules, complete the following PM-related fields in the

detail area:

• Asset Number-Input

• Service Type

• Thru %

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Equipment-Plant Maintenance

• PM Status

2. Complete the following work order-related fields:

• WO Type

• WO Status

• WO Priority

• WO Desc.

• WO BU

• Approval Type

3. Complete the following associated PM fields, if applicable:

• Assoc. From

• Assoc. To

Field Explanation
A user defined code (system 12, type ST) that describes the
preventive maintenance service to be performed. Examples
of codes include CLUTCH for adjust clutch, OIL for
change oil, 10H for 10 hour service, and so forth.
Thru % A percentage measure that indicates how close a piece of
equipment is to needing maintenance. This percentage is
based on the greater of the actual date, miles, hours, or fuel
consumption. A percentage of 090 indicates that the piece
of equipment is 10% away from needing maintenance. A
percentage greater than 100 indicates that maintenance is
past due.
NOTE: Miles, hours, and fuel are only examples of
statistical units. You can define other statistical units
appropriate to your organization within the
Equipment/Plant Management automatic accounting
instructions.
PM Status A user defined code (12/MS) that indicates the
maintenance status of a piece of equipment, such as 50 for
maintenance due or 60 for waiting for parts.
Note: Status code 98 is reserved for canceled maintenance.
Status code 99 is reserved for completed maintenance.
Status code 01, the default, is reserved for initial
maintenance setup.

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 Setting Up PM Schedule Information

Field Explanation
WO Type A user defined code (00/TY) that indicates the
classification of a work order or engineering change order.
You can use work order type as a selection criterion for
work order approvals.
WO Status A user defined code (system 00, type SS) that describes the
status of a work order.
WO Priority A user defined code (00/PR) that indicates the relative
priority of a work order or engineering change order in
relation to other orders.
A processing option for some forms lets you enter a default
value for this field. The value then displays automatically in
the appropriate fields on any work order you create on
those forms and on the Project Setup form. You can either
accept or override the default value.
WO BU A code that determines which Business Unit will be used as
the Charge to Business Unit on Assigned Work Orders that
are created when items are scheduled for maintenance.
Codes are:
1 Use the Charge to Business Unit from the Model
Work Order on the Assigned Work Orders.
2 Use the Responsible Business Unit from the Item
Master (F1201) as the Charge to Business Unit on
the Assigned Work Orders.
Assoc. From The first code in a range of codes that identifies which
associated service types already scheduled for maintenance
should be grouped together. These service types are
grouped with the primary service type and assigned to the
same work order. For example, if a monthly vehicle
inspection and an annual vehicle inspection occur in the
same month, the system would group the monthly
inspection (associated service type) with the annual
inspection (primary service type) and assign it to the same
work order.

See Also

• Creating a Model Work Order for a PM Service Type for more information about
assigned work orders
• Linking Service Types for more information about associated service types and
threshold percentage

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Setting Up Work Orders

Before you can use the work order features in Equipment/Plant Maintenance, you
must provide the system with information necessary to customize work orders for
your business needs. For example, you can set up different managers and
supervisors for work orders, based on work order category codes. When you
assign category codes to a new work order, the system automatically assigns the
correct managers and supervisors.

In addition to setting up managers and supervisors, you must set up the following:

Work order next numbers You set up the beginning number for work orders. The
system assigns a unique number for each work order
generated.

Record type information You use record types to organize and track detailed
information about a work order, such as its full description,
final disposition, and so on. You can then track the
information according to the record type to which you
assigned the information.

Work order activity rules You can set up rules that specify the statuses or steps
through which a work order must pass. In addition, you can
specify that certain statuses trigger events in the work order
life cycle, such as the following:

• Updating the maintenance status

• Locking the work order
• Completing the Subledger Inactive Code field for the
work order

Work order approvers You specify the individuals that are responsible for
approving work orders at various points in the work order
life cycle.

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Equipment-Plant Maintenance

Standard parts lists and You can set up standard parts lists for work orders. You use
work order instructions a standard parts list when the maintenance task for which
the work order applies is routine and repetitive, and for
which you have advance knowledge of the parts
requirements.

You can set up standard work order instructions for a work

order. Work order instructions specify the sequence of
operations required to complete a work order, as well as the
work centers responsible for each operation. You use
standard work order instructions when the maintenance
task for which the work order applies is routine and
repetitive, and when you have advance knowledge of the
labor requirements.

To use standard work order instructions, you must set up

work center information and information about the
sequence of operations.

Default user locations Many of the forms within the Work Order system require
and printers you to specify a location, such as a branch or plant, to
which you are assigned. You can set up default locations for
each person in your organization who uses the Work Order
system. You can also assign a default print queue to each
person. When a person prints a work order, the system uses
the default print queue that you set up unless the person
specifies otherwise.

Supply and demand You must set up rules that govern which document types
inclusion rules and document statuses create a supply or demand for parts.

Setting up work orders consists of the following tasks:

GSetting up default managers and supervisors

GSetting up work order next numbers

GSetting up record types

GSetting up work order activity rules

GSetting up work order approval routes

GSetting up work order approver profiles

GSetting up standard parts lists and work order instructions

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 Setting Up Work Orders

GDefining default location and printers

GSetting up supply and demand inclusion rules

Due to system integration features, you access other J.D. Edwards systems to
complete certain setup tasks. The guidelines for completing these tasks are
discussed as needed in this chapter.

Setting Up Default Managers and Supervisors

When you create a work order, you can specify that the system automatically enter
the address book information for managers and supervisors based on any
combination of the first three work order category codes. The system automatically
enters address book values in the following fields on Work Order Entry:

• ANPA (Supervisor)
• ANSA (Manager)
You can set up as many versions of default managers and supervisors as you need.
For example, you can assign a specific manager and supervisor to every work order
with a failure code (category code 02) of F1 - Improper start-up or operation. You
can assign another manager and supervisor to every work order with a failure code
of F2 - Improper installation or repair.

► To set up default managers and supervisors

From the Work Order Setup menu (G4841), choose Work With Work Order
Default Codes.

1. On Work With Work Order Default Codes, click Add to access Default
Supervisor and Manager.

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Equipment-Plant Maintenance

2. On Default Supervisor and Manager, complete any of the following fields:

• Phase/System

• Computer

• Release

• Supervisor

• Manager
You must complete at least one category code field and one address book
field for each version of default managers and supervisors that you set up.

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 Setting Up Work Orders

Field Explanation
Phase/System A user defined code (00/W1) that indicates the current
stage or phase of development for a work order. You can
assign a work order to only one phase code at a time.
Note: Certain forms contain a processing option that allows
you to enter a default value for this field. If you enter a
default value on a form for which you have set this
processing option, the system displays the value in the
appropriate fields on any work orders that you create. The
system also displays the value on the Project Setup form.
You can either accept or override the default value.
Note: A processing option for the SAR Entry lets you enter
a default value for this field. The value than displays
automatically in the System Code field on the SAR Entry
form when you add a new SAR. You can either accept or
override the default value.
Computer A user defined code (00/W3) that indicates the type or
category of the work order.
Note: A processing option for some forms allows you to
enter a default value for this field. The system enters the
default value automatically in the appropriate fields on any
work orders that you create on those forms and on the
Project Setup form. You can either accept or override the
default value.
Note: A processing option for the SAR Entry lets you enter
a default value or this field. The value then displays
automatically in the Release To Fix field on the SAR Entry
form when you add a new SAR. You can either accept or
override the default value.
Release A user defined code (00/W2) that indicates the type or
category of a work order.
Note: A processing option for some forms lets you enter a
default value for this field. The system enters the default
value automatically in the appropriate fields on any work
orders that you create on those forms and on the Project
Setup form. You can either accept or override the default
value.
Note: A processing option for the SAR Entry lets you enter
a default value for this field. The value then displays
automatically in the Computer field on the SAR Entry form
when you add a new SAR. You can either accept or
override the default value.

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Equipment-Plant Maintenance

Field Explanation
Supervisor The address book number of the supervisor.
Note: A processing option for some forms allows you to
enter a default value for this field based on values for
category codes 1 (Phase), 2, and 3. Set up the default values
on the default Managers and Supervisor form. The system
will automatically display the information you specified on
all work orders you create if the category code criterion is
met. You can override the default value.
Manager The address book number of a manager or planner.
Note: A processing option for some forms allows you to
enter a default value for this field based on values for
category codes 1 (Phase), 2, and 3. You set up the default
values on the Default Managers and Supervisors form.
After you set up the default values and the processing
option, the default information displays automatically on
any work orders that you create if the category code
criterion is met. You can either accept or override the
default value.

Setting Up Work Order Next Numbers

When you set up work order next numbers, you enable the system to automatically
assign unique numbers for each work order generated by you or the system.

The system stores next numbers for work orders in the Work Orders/Service
Billing system (system 48). The system generates next numbers from the Next
Numbers table (F0002).

Caution: J.D. Edwards strongly recommends that you do not use blank as a next
number value.

► To set up work order next numbers

From the Equipment Setup menu (G1341), choose Next Numbers.

1. On Work With Next Numbers, type 48 in the following field and click Find
to locate next numbers for the Work Order system:

• Product Code

2. Choose the record and click Select.

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 Setting Up Work Orders

3. On Set Up Next Numbers by System, complete the following field for each
number that you need to set up:

• Next Number
Equipment/Plant Maintenance users need to set up only the Work Order
Number. J.D. Edwards strongly recommends that you do not use blank as a
next number value.

4. Click the following option and then click OK:

• Check Digit Used

Field Explanation
Next Number The number that the system will assign next. The system
can use next numbers for voucher numbers, invoice
numbers, journal entry numbers, employee numbers,
address numbers, contract numbers, and sequential W-2s.
You must use the next number types already established
unless you provide custom programming.
Check Digit Used When next numbers are used you may add a digit to the
end of each next number. If you are using check digits, and
the next number is “2”, the computer will add a check digit
to the end of the number and assign “27”. This check digit
enhances automated next numbers by avoiding assignment
of transposed numbers. For example, if “19” has been
assigned, the computer will not assign “91”.

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Setting Up Record Types

You use record types to organize the detail information that you track for work
orders. For example, you can organize information, such as original task
description, tools required, safety provisions, and so on.

For each record type that you use you can specify how the information appears.
You can also control the display format for these record types. For each record
type that you set up you can specify a format that is text only or a format that
includes text and three columns. If you use the format for text and three columns,
you must specify at least one of the column headings that you want to appear. The
text-only format does not include headings. If you specify even one column
heading for the record type, the record type changes to the format that includes
text and three columns. If you change the format of a record type after you’ve
assigned it to one or more work orders, the system updates the format of that
record type for all work orders.

You can review record types, formats, and column headings by choosing Record
Types from Work With Work Orders, or Record Type Review from Work Order
Details.

Note: You must set up the following record types for Equipment/Plant
Maintenance:

• Maintenance Loops
• Associated PMs

Before You Begin

GDefine work order record types. See Understanding User Defined Codes for
more information about defining work order record types.

See Also

• Creating a Maintenance Loop for more information about maintenance loops

• Linking Service Types for more information about associated PMs

► To set up record types

From the Work Order Setup menu (G4841), choose Detail Specifications Over
Titles.

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 Setting Up Work Orders

1. On Work With Record Types, click Add.

2. On Record Type Revisions, complete the following field:

• Record Type

3. Complete the following fields to define column headings:

• Sub-Title 1

• Sub-Title 2

• Sub-Title 3

Field Explanation
Record Type The detail specification record type. Record types are user
defined. You can set them up on the Detail Specification
Types form and use them to describe certain types of work
order or engineering change order information.
Sub-Title 1 A subtitle, description, remark, name, or address.
The text that you type in this field appears as a column
heading on the Work Order Detail Entry form for the
record type indicated.

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System Prerequisites

Required record types You must set up the following record types for
Equipment/Plant Maintenance:

• Maintenance Loops
• Associated PMs

The record type that you set up for maintenance loops

should match the record type that you set up in equipment
constants.

See Creating a Maintenance Loop for more information about

maintenance loops.

See Setting up Equipment Constants for more information

about specifying a record type for maintenance loops.

The record type that you set up for associated PMs must be
assigned to record type Z. This record type stores all
associated service types to be performed on a work order.

See Linking Service Types for more information about

associated PMs.

Setting Up Work Order Activity Rules

You use work order activity rules to do the following:

• Define the expected sequence of work order statuses in a work order life
cycle, as well as alternate statuses that are allowed at a given point in the
cycle
• Specify whether the work order is active or inactive at a particular status
• Change the PM status when the work order changes status
• Define whether a work order can be changed at a particular status
You can set up work order activity rules that differ by work order document type
and work order type. Document types are user defined codes that you use to
specify how a document is processed by the general ledger. For example, you
might define separate document types for PM work orders and corrective work

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 Setting Up Work Orders

orders. A work order type is a user defined code that you can use to classify work
orders, such as maintenance work orders, model work orders, and so on.

► To set up work order activity rules

From the Work Order Setup menu, (G4841), choose Work Order Activity Rules.

1. On Work With Work Order Activity Rules, click Add to access Work Order
Activity Rules.

2. On Work Order Activity Rules, complete the following fields in the header
area of the form to specify a classification of work orders:

• Order Type

• WO Type

3. To define the activity rules for a classification of work orders, complete the
following fields for as many rows as applicable:

• WO Status

• Next Status

• Allowed Status 1

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• Allowed Status 2

• Allowed Status 3

• Allowed Status 4

• Allowed Status 5
Each row represents a specific rule. Before you can use a status code as a
next status or other allowed status, you must set up a rule whereby the status
code is the work order status for that rule.
Do not delete a status code from the activity rules table if another set of
activity rules uses it as a next status or another allowed status.

4. For each rule that you defined above, complete the following optional fields:

• Subledger Inactive Code

• Maint. Status

• Lock Flag

5. To assign a reject status to a rule, choose its record and from the Row
menu, choose Reject Status.

6. On Reject Status, complete the following field and click OK:

• Reject Status

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 Setting Up Work Orders

Field Explanation
Order Type A user defined code (00/DT) that identifies the type of
document. This code also indicates the origin of the
transaction. J.D. Edwards has reserved document type
codes for vouchers, invoices, receipts, and time sheets,
which create automatic offset entries during the post
program. (These entries are not self-balancing when you
originally enter them.)
The following document types are defined by J.D. Edwards
and should not be changed:
P Accounts Payable documents
R Accounts Receivable documents
T Payroll documents
I Inventory documents
O Purchase Order Processing documents
J General Accounting/Joint Interest Billing
documents
S Sales Order Processing documents
OS Subcontract
OP Purchase Order
R2 Contract Billing
................................Form-specific information.................................
Enter the work order document type for which these rules
apply.
WO Type A user defined code (00/TY) that indicates the
classification of a work order or engineering change order.
You can use work order type as a selection criterion for
work order approvals.
WO Status A user defined code (system 00, type SS) that describes the
status of a work order.
Allowed Status 1 This is an optional field that indicates a status that can be
assigned as the next step in the order process. Although this
is not the preferred or expected next step, this status is an
allowed override. The system does not allow you to initiate
an order line step or status that is not defined as either the
expected next status or an allowed status. Other allowed
status codes let you bypass processing steps. In processing
options, these codes are often referred to as override next
status codes.
You must define a status code as a work order status in the
Work Order Activity Rules table before you can use it as a
next status or another allowed status.

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Field Explanation
Subledger Inactive A code in WorldSoftware or an option in OneWorld that
indicates whether a specific subledger is active or inactive.
Any value other than blank indicates that a subledger is
inactive. Examples are jobs that are closed, employees that
have been terminated, or assets that have been disposed. If
a subledger becomes active again, set this field back to
blank.
If you want to use subledger information in the tables for
reports but want to prevent transactions from posting to
the master record, enter a value other than blank in this
field.
Maint. Status A user defined code (12/MS) that indicates the
maintenance status of a piece of equipment, such as 50 for
maintenance due or 60 for waiting for parts.
Note: Status code 98 is reserved for canceled maintenance.
Status code 99 is reserved for completed maintenance.
Status code 01, the default, is reserved for initial
maintenance setup.
Lock Flag A code that determines whether a work order can be
changed at a particular status. The lock applies to records in
both the Work Order Master table (F4801) and the Work
Order Instruction table (F4802). Values are:
Blank Do not lock the work order.
1 Lock the work order.
2 Lock the work order with a completion date.
3 Do not lock the work order with a completion
date.
Reject Status The status that the work order will default to if an approver
rejects a work order.

Setting Up Work Order Approval Routes

You can set up a variety of approval routes for all of the individuals who need to
receive notification that a work order requires their approval. You use address
book numbers of the individuals responsible for the approval of a work order to
include them in an approval route. You can also establish specific approval routes
based on the following:

• Organizational structure
• Work order amount

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 Setting Up Work Orders

► To set up work order approval routes

From the Workflow Management Setup menu (G0241), choose Group Revisions.

1. On Work With Distribution Lists, click Add.

2. On Address Parent/Child Revisions, complete the following fields to define

the characteristics of the approval route:

• Address Number - Parent

• Organization Structure Type

3. For each individual responsible for approval of work orders in this route,
complete the following fields:

• Address Number

• Alpha Name

4. Complete the following optional fields for each approver and click OK:

• Name - Remark

• Begin Eff Date

• Ending Effective Date - Julian

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• Escalation Hours/Minutes

Field Explanation
Parent Number The address book number of the parent company. The
system uses this number to associate a particular address
with a parent company or location. For example:
• Subsidiaries with parent companies
• Branches with a home office
• Job sites with a general contractor
This address must exist in the Address Book Master table
(F0101) for validation purposes. Any value you enter in this
field updates the Address Book Organizational/Structure
table (F0150) for the blank structure type.
The value you enter in the Parent Number field updates the
Address Organization Structure Master table (F0150) if the
Structure Type field is blank.
................................Form-specific information.................................
The Address Book number of the primary level in a
hierarchy, or reporting relationship. A parent in one
hierarchy can be a child in another hierarchy. A hierarchy
can be organized by business unit, employee, or position.
For example, you can create a hierarchy that shows the
reporting relationships between employees and supervisors.
Structure Type A user defined code (01/TS) that identifies a type of
organizational structure that has its own hierarchy in the
Address Book system (for example, e-mail).
When you create a parent/child relationship for the
Accounts Receivable system, the structure type must be
blank.
................................Form-specific information.................................
Identifies the type of distribution list, such as WFS for
workflow, ORG for group, and EML for e-mail.
Address Number A number that identifies an entry in the Address Book
system. Use this number to identify employees, applicants,
participants, customers, suppliers, tenants, a location, and
any other address book members.
Alpha Name A user defined name or remark.
Remark A generic field that you use for a remark, description, name,
or address.
Begin Eff Date The date on which the address number appears in the
structure. The Beginning Effective Date field prevents the
address number from occurring in the structure until the
beginning effective date is the same as the current date. If
left blank, the address number always occurs in a structure
unless there is an ending effective date.

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 Setting Up Work Orders

Field Explanation
End Eff Date The date on which the address book record will cease to
exist in the structure.
Escalation Hours The amount of time that must elapse before a message is
escalated.

Processing Options for Group Revisions (P02150)

Defaults

1.) Enter the default Structure Type ____________

2.) Enter the Version of Organizational ____________

Structure Revisions to call. If left
blank version ZJDE0001 will be used.

Setting Up Work Order Approver Profiles

You must set up profiles for all of your designated work order approvers. The
system uses the approver’s address book number to send electronic mail messages
associated with work order approvals and to define the work order approval
routing.

When an approver enters a password to complete the approval process, the system
validates the password against the approver’s user ID number. The system uses the
User ID number to verify that the address book number is valid for the approver.

► To set up work order approver profiles

From the System Administration Tools menu (GH9011) choose User Profiles.

1. On Work With User Profiles, to locate a particular user, complete the

following field in the Query by Example row and click Find:

• User ID

2. Choose the record and then click Select.

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Equipment-Plant Maintenance

3. On User Profile Revisions, complete the following field:

• Address Number

Processing Options for User Profile (P0092)

A/B Validation

Enter a ’1’ to enable editing on address ____________

book number against the F0101.

Setting Up Standard Parts Lists and Work Order Instructions

You can set up standard parts lists and standard work order instructions for work
orders. You use a standard parts list when the maintenance task for which the
work order applies is routine and repetitive and when you have advance knowledge
of the parts requirements.

Work order instructions specify the sequence of operations required to complete a

work order, as well as the work centers responsible for each operation. You use
standard work order instructions when the maintenance task for which the work
order applies is routine and repetitive, and when you have advance knowledge of
the labor requirements. To use standard work order instructions you must set up
work center information and information about the sequence of operations.

You can set up as many standard parts lists and standard work order instructions
as you need. In addition, you can use a standard parts list or a version of standard
work order instructions on as many work orders as you need. Typically, you assign

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standard parts lists and standard work order instructions to model work orders, but
you can also use information from standard parts lists and standard work order
instructions to create parts lists and routing instructions that you can attach to
corrective work orders.

The following graphic shows how the system uses information from a standard
parts list and standard work order instructions to generate a parts list and labor
routing instructions for a work order that is assigned to a specific maintenance
task:

Standard Standard Work

Parts List Order Instructions

A
Model Work
Order

Additional
Model Work
Orders
Update Preventive
Maintenance Status

B C

Parts List Routing

Instructions

Assigned
Work Order

You can use standard parts lists and standard work order instructions for as
A many model work orders as you need.

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Equipment-Plant Maintenance

Parts information for the assigned work order comes from the model work
B order. The system copies information from the standard parts list to the parts list
that is attached to the assigned work order.

Routing instructions for the assigned work order come from the model work
C order. The system copies the standard work order instructions to the routing
instructions that are attached to the assigned work order.

Setting up standard parts lists and standard work order instructions consists of the
following tasks:

GSetting up a standard parts list

GSetting up standard work order instructions

Setting Up a Standard Parts List

You can create standard parts lists that you can attach to work orders. This is
especially useful when you have routine maintenance tasks that require identical
parts.

For example, for a particular piece of equipment, you overhaul the hydraulic
assembly every 250 hours. Because the overhaul procedure requires the same
repair kit, you would set up a standard parts list that includes all of the parts
necessary to overhaul the hydraulic assembly.

Before You Begin

GVerify that you have purchased and installed the following systems. You
must have installed these systems to be able to set up a standard parts list.

• System 40: Inventory Base and Order Processing

• System 41: Inventory Management
GVerify that inventory masters have been created for all parent items (part
assemblies) and component items you want to include on a standard parts
list. See Entering Item Master Information in the Inventory Management Guide for
more information about creating inventory master records.

► To set up a standard parts list

From the Planning Setup menu (G1346), choose Standard Parts List.

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 Setting Up Work Orders

1. On Work With Bill of Material, complete the following fields and click Find:

• Branch

• Item Number

2. Choose the record and then choose BOM Revision from the Row menu.

3. On Enter Bill of Material Information, complete the following optional

fields:

• Units - Batch Quanity

• Type of Bill

• Bill Revision Level

4. For each component part, complete the following fields in the detail portion
of the form:

• Item Number

• Quantity - Standard Required Quantity

5. Complete any of the following optional fields for each component part and
click OK:

• Unit of Measure

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Equipment-Plant Maintenance

• Fixed or Variable Quantity

• Issue Type Code

• Line Type

• Sequence Number - Operations

• Effective - From Date

• Effective - Thru Date

The following fields have no application within Equipment/Plant
Maintenance:
• Feature Planned Percent
• Feature Cost Percent
• From/Thru Grade
• From/Thru Potency

Field Explanation
Batch Quantity The quantity of finished units that you expect this bill of
material or routing to produce. You can specify varying
quantities of components based on the amount of finished
goods produced. For example, 1 ounce of solvent is
required per unit up to 100 units of finished product.
However, if 200 units of finished product is produced, 2
ounces of solvent are required per finished unit. In this
example you would set up batch quantities for 100 and 200
units of finished product, specifying the proper amount of
solvent per unit.
Type of Bill A user defined code (40/TB) that designates the type of bill
of material. You can define different types of bills of
material for different uses. For example, you can
differentiate between bills of material for maintenance and
manufacturing.
The system enters bill type M in the work order header
when you create a work order, unless you specify another
bill type. The system reads the bill type code on the work
order header to know which bill of material to use to create
the work order parts list. MRP uses the bill type code to
identify the bill of material to use when it attaches MRP
messages. Batch bills of material must be type M for shop
floor management, product costing, and MRP processing.

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 Setting Up Work Orders

Field Explanation
Item Rev. Level A value that indicates the revision level of a bill of material.
It is usually used in conjunction with an engineering change
notice or engineering change order. The revision level of
the bill of material should match the revision level of its
associated routing, although the system does not check this.
This value is defined and maintained by the user.
Quantity The number of units that the system applies to the
transaction.
................................Form-specific information.................................
A number that indicates how many components you use to
manufacture the parent item. A quantity of zero is valid.
The default value is 1.
UM A user defined code (00/UM) that identifies the unit of
measurement for an amount or quantity. For example, it
can represent a barrel, box, cubic meter, liter, hour, and so
on.
FV A code that indicates if the quantity per assembly for an
item on the bill of material varies according to the quantity
of the parent item produced or is fixed regardless of the
parent quantity. This value also determines if the
component quantity is a percent of the parent quantity.
Valid values are:
F Fixed Quantity
V Variable Quantity (default)
% Quantities are expressed as a percentage and must
total 100%
For fixed-quantity components, the Work Order and
Material Requirements Planning systems do not extend the
component’s quantity per assembly value by the order
quantity.
Is Cd A code that indicates how the system issues each
component in the bill of material from stock. In Shop Floor
Management, it indicates how the system issues a part to a
work order. Valid values are:
I Manual issue
F Floor stock (there is no issue)
B Backflush (when the part is reported as complete)
P Preflush (when the parts list is generated)
U Super backflush (at the pay-point operation)
S Sub-contract item (send to supplier)
Blank Shippable end item
You can issue a component in more than one way within a
specific branch/plant by using different codes on the bill of
material and the work order parts list. The bill of material
code overrides the branch/plant value.

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Equipment-Plant Maintenance

Field Explanation
Ln Ty A code that controls how the system processes lines on a
transaction. It controls the systems with which the
transaction interfaces, such as General Ledger, Job Cost,
Accounts Payable, Accounts Receivable, and Inventory
Management. It also specifies the conditions under which a
line prints on reports and is included in calculations. Codes
include the following:
S Stock item
J Job cost
N Nonstock item
F Freight
T Text information
M Miscellaneous charges and credits
W Work order
Oper Seq# A number used to indicate an order of succession.
In routing instructions, a number that sequences the
fabrication or assembly steps in the manufacture of an item.
You can track costs and charge time by operation.
In bills of material, a number that designates the routing
step in the fabrication or assembly process that requires a
specified component part. You define the operation
sequence after you create the routing instructions for the
item. The Shop Floor Management system uses this
number in the backflush/preflush by operation process.
In engineering change orders, a number that sequences the
assembly steps for the engineering change.
For repetitive manufacturing, a number that identifies the
sequence in which an item is scheduled to be produced.
Skip To fields allow you to enter an operation sequence that
you want to begin the display of information.
You can use decimals to add steps between existing steps.
For example, use 12.5 to add a step between steps 12 and
13.

See Also

• Entering Production Information in the Product Data Management Guide for the
processing options for this program

Setting Up Standard Work Order Instructions

You can create standard work order instructions that establish labor routing steps
for work orders. For example, assume that you have created a standard parts list

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 Setting Up Work Orders

for routine hydraulic maintenance. The hydraulic maintenance has multiple steps
that must be performed in a specific sequence, such as machine lockout,
disconnect motor, and so on. In addition, some of the steps must be performed by
different work centers (crafts), such as electrical, mechanical, and so on. For this
task, you would create standard work order instructions that specify the work
centers and sequence of operations necessary to install the parts. You can then
attach the instructions to each actual (firm) work order created for hydraulic
maintenance.

Before You Begin

GVerify that you have purchased and installed the following systems. You
must have installed these systems to be able to set up standard work order
instructions:

• System 40: Inventory Base and Order Processing

• System 41: Inventory Management
GVerify that inventory masters have been created for all parent numbers
specified in Standard Instructions. See Entering Item Master Information in the
Inventory Management Guide for more information about creating inventory
master records.

GVerify that work centers have been set up as business units.

See Also

• Setting Up Business Units in the General Accounting Guide

► To set up standard work order instructions

From the Planning Setup menu (G1346), choose Standard Work Order
Instructions.

1. On Work With Routing Operations, complete the following fields and click
Add:

• Branch

• Item Number

• Batch Quantity

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Equipment-Plant Maintenance

2. On Enter Routing Information, complete the following fields for each

routing step:

• Work Center

• Sequence Number - Operations

• Description

• Run Labor - Standard

3. To enter additional details for a routing step, complete the following fields
in the detail area, and then click OK.

• Run Machine - Standard

• Queue Hours - Standard

• Move Hours - Standard

• Line/Cell Identifier

• Effective - From Date

• Effective - Thru Date

• Crew Size

• Primary / Last Supplier Number

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 Setting Up Work Orders

• Cost Component

• Type Oper

• Standard Desc.

• Craft Code

• Sequence Number - Next Operation

• PO (Y/N)

Field Explanation
Work Center An alphanumeric field that identifies a separate entity
within a business for which you want to track costs. For
example, a business unit might be a warehouse location,
job, project, work center, branch, or plant.
You can assign a business unit to a voucher, invoice, fixed
asset, employee, and so on, for purposes of responsibility
reporting. For example, the system provides reports of
open accounts payable and accounts receivable by business
units to track equipment by responsible department.
Security for this field can prevent you from locating
business units for which you have no authority.
Note: The system uses the job number for journal entries if
you do not enter a value in the AAI table.
................................Form-specific information.................................
For Product Costing, this is the work center from which
costs are retrieved.
For Equipment users, this is the craft or resource
responsible for completing the maintenance activity.
Manufacturing Accounting does not support journal entries
by work center.

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Equipment-Plant Maintenance

Field Explanation
Oper Seq# A number used to indicate an order of succession.
In routing instructions, a number that sequences the
fabrication or assembly steps in the manufacture of an item.
You can track costs and charge time by operation.
In bills of material, a number that designates the routing
step in the fabrication or assembly process that requires a
specified component part. You define the operation
sequence after you create the routing instructions for the
item. The Shop Floor Management system uses this
number in the backflush/preflush by operation process.
In engineering change orders, a number that sequences the
assembly steps for the engineering change.
For repetitive manufacturing, a number that identifies the
sequence in which an item is scheduled to be produced.
Skip To fields allow you to enter an operation sequence that
you want to begin the display of information.
You can use decimals to add steps between existing steps.
For example, use 12.5 to add a step between steps 12 and
13.
Description A description can be:
• Brief information about an item
• A remark
• An explanation
Run Labor The standard hours of labor that you expect to incur in the
normal production of this item.
The run labor hours in the Routing Master table (F3003)
are the total hours that it takes the specified crew size to
complete the operation. The hours are multiplied by the
crew size during shop floor release and product costing.
................................Form-specific information.................................
For Equipment/Plant:
This is the estimated number of hours needed to complete
a maintenance activity.
Queue Hours The total hours that an order is expected to be in queue at
work centers and moving between work centers.
The system stores this value in the Item Branch table
(F4102). You can calculate this value using the Leadtime
Rollup program or you can enter it manually. When you run
the Leadtime Rollup program, the system overrides manual
entries and populates the table with calculated values.

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 Setting Up Work Orders

Field Explanation
Move Hours The planned hours that are required to move the order
from this operation to the next operation in the same work
center.
If the Routing Master values are blank, the system retrieves
the default value from the work order routing. However,
the system uses these values only for backscheduling
variable leadtime items.
Line/Cell A number that defines a production line or cell. Detailed
work center operations can be defined inside the line or
cell.
Crew Size The number of people who work in the specified work
center or routing operation.
The system multiplies the Run Labor value in the Routing
Master table (F3003) by crew size during costing to
generate total labor amounts.
If the Prime Load Code is L or B, the system uses the total
labor hours for backscheduling. If the Prime Load Code is
C or M, the system uses the total machine hours for
backscheduling without modification by crew size.
................................Form-specific information.................................
For Shop Floor Management:
The Crew Size field on the Work Order Routing form
contains the value entered on the Work Center Revision
form (P3006). You can override the value by changing this
field on the Work Order Routing form. However, the Work
Center Revision form will not reflect this change.
Supplier The address book number of the preferred provider of this
item.
You can enter the number for the supplier or you can have
the system enter it each time that you receive the item from
a supplier. You specify whether the system enters the
supplier using processing options for Enter Receipts.

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Field Explanation
Cost Type A code that designates each element of cost for an item. An
example of the coding structure is as follows:
A1 Purchased raw material
B1 Direct labor routing rollup
B2 Setup labor routing rollup
C1 Variable burden routing rollup
C2 Fixed burden routing rollup
Dx Outside operation routing rollup
Xx Extra add-ons, such as electricity and water
The optional add-on computations usually operate with the
type Xx extra add-ons. This cost structure allows you to use
an unlimited number of cost components to calculate
alternative cost rollups. The system then associates these
cost components with one of six user defined summary
cost buckets.
Craft Code A user defined code (07/G) that defines the jobs within
your organization. You can associate pay and benefit
information with a job type and apply that information to
the employees who are linked to that job type.
PO (Y/N) Determines if the Work Order Generation program
(P31410) creates a purchase order for a subcontracted
operation within a routing. Valid values are:
Y Yes, create a purchase order.
N No, do not create a purchase order.

Processing Options for Standard Work Order Instructions (P3003)

Display

1. Enter a ’1’ next to the following

fields to activate the field on the
form.

Line/Cell ____________
Routing Type ____________
Batch Quantity ____________

Defaults

1. Enter the values to preload to the

screen at initial inquiry.

Type of Routing ____________

Process

1. Select the screen mode (’0’ =

Inquiry, ’1’ = Revise).

Mode - Processing ____________

2. Enter a ’1’ to update the component

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 Setting Up Work Orders

operation scrap percent in the Bill

of Material for the components on
the operation and the Cumulative
Yield Percent on the Routing, when
updating the operation yield
percent.

Update ____________

Interop

1. Enter the transaction type for the

interoperability transaction. If
left blank, outbound
interoperability processing will not
be performed.

Transaction Type ____________

2. Enter the version of “Process

Outbound Routings” (R3003Z1O). If
left blank, ZJDE0001 will be used.

Outbound Processing Version ____________

3. Enter a ’1’ to write the before image

for a change transaction. If left
blank, no before images will be
written.

Before Image Processing ____________

Versions

Enter the version for each program. If

left blank, version ZJDE0001 will be
used.

1. Bill of Material Revision (P3002) ____________

2. Work With Assets (P1204) ____________

3. Work With Item Master (P4101) ____________

Defining Default Location and Printers

Many of the forms within the Work Order Processing system require that you
specify a location, such as a branch or plant, to which you are assigned. You can
set up default locations for each person in your organization who uses the Work
Order Processing system. A default location is the branch/plant that is assigned to
your user ID or terminal ID. If you do not set up a default location for your user
ID or terminal ID, you must enter a location manually.

You can also assign a default print queue to each person who uses the Work Order
Processing system. When you print a work order, the system uses the default print
queue that you set up, unless you specify otherwise. If you do not assign a default
print queue, the system uses either the print queue assigned in the particular

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Equipment-Plant Maintenance

version for which the Work Order Print program applies or the print queue
assigned to your user profile.

► To define default location and printers

From the Inventory System Setup menu (G4141), choose Default Location and
Printers.

1. On Work With Default Location and Printers, click Add to access Default
Location and Approval.

2. On Default Location Approval, complete the following fields:

• Terminal/User ID

• Branch/Plant

3. From the Form menu, choose Print Queues.

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 Setting Up Work Orders

4. On Default Print Queues, complete the following field for each document
for which you want to assign a default print queue and click OK:

• Output Queue

5. On Default Location and Approval, click OK.

Setting Up Supply and Demand Inclusion Rules

To balance your parts inventory with the demand for parts created by maintenance
work orders, you must set up supply and demand inclusion rules. You use supply
and demand inclusion rules to specify the documents that create a supply for parts,
such as purchase requests, and the documents that create a demand for parts, such
as PM work orders, corrective work orders, and so on. In addition, you specify the
statuses at which the various documents create supplies or demands.

The following programs use supply and demand inclusion rules:

Materials Requirements You can set up and apply different versions of the supply
Planning (MRP) and demand inclusion rules, depending on the type of
material plan that you run. For example, you can set up one
version of the rules to apply to a long-range material plan
and another version to apply to a short-range material plan.

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Equipment-Plant Maintenance

Capacity Requirements You can set up and apply different versions of the supply
Planning and demand inclusion rules, depending on the type of
capacity plan you run. For example, you can set up one
version of the rules to apply to a long-range capacity plan
and another version to apply to a short-range capacity plan.

Supply/Demand Inquiry Based on the version of the supply and demand inclusion
rules you choose, all of the documents that create a supply
or demand for a particular part appear on Supply/Demand
Inquiry. You can then access documents and make
revisions to balance the supply with the demand.

In Equipment/Plant Maintenance, the following document types create a supply

for parts:

• Purchase requests
• Purchase orders
• Blanket purchase orders
In Equipment/Plant Maintenance, the following document types create a demand
for parts:

• System-generated maintenance work orders, such as PM work orders

• Corrective maintenance work orders
After you set up supply and demand inclusion rules, you can use the information
that the system provides to balance the supply and demand for parts. For example,
if demand is greater than supply at a given point, you can expedite purchase orders
or postpone work orders.

When you review a version of the supply and demand inclusion rules, the system
displays all document types and related statuses that are available. You choose the
document types and document statuses that you want to include in the version.
Document types for which inclusion rules currently apply appear in a contrasting
color. For review purposes, you can specify that the system only display document
types for which inclusion rules currently apply.

Before You Begin

GSet processing options to include work order document types WO, WM,
and any other work order document types that you have defined. See
Understanding User Defined Codes for more information about defining work
order document types.

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 Setting Up Work Orders

► To set up supply and demand inclusion rules

From the Planning Setup menu (G1346), choose Supply/Demand Inclusion Rules.

1. On Work With Supply/Demand Inclusion Rules, complete the following

field and click Find:

• Version

2. Choose each record that includes the order type and line status for which
you want the inclusion rules to apply and click Select.
When you apply inclusion rules to work order documents, line types do not
appear. Line types are not applicable to the Work Order system.

Field Explanation
Rule Version A user defined code (40/RV) that identifies an inclusion
rule that you want the system to use for this branch/plant.
The Manufacturing and Warehouse Management systems
use inclusion rules as follows:
• For Manufacturing:
Allows multiple versions of resource rules for
running MPS, MRP, or DRP.
• For Warehouse Management:
Allows multiple versions of inclusion rules for
running putaway and picking. The system
processes only those order lines that match the
inclusion rule for a specified branch/plant.
If you leave this field blank, the system does not update the
capacity plan when you create a work order or change the
status of a work order.

Processing Options for Supply/Demand Inclusion Rules (P34004)

WO Types

1. Enter the WO document types for the

Inclusion rules. These can be
stacked up one after another for
multiple document types. If left
blank, “WO” will be used.

Work Order Document Types ____________

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Setting Up Maintenance Planning

Before you can use maintenance planning features in Equipment/Plant

Maintenance, you need to set up information that the system uses to process
material plans and labor plans. For example, you must set up information to
determine how the system commits inventory to a branch and how the system
calculates the availability of parts and labor resources.

Setting up maintenance planning consists of the following tasks:

GSetting up general planning

GSetting up parts planning

GSetting up resource planning

Setting Up General Planning

Before the system can generate material and labor plans and create planning
messages, you must define general planning information for each branch or plant
in your organization. General planning information determines how the system
commits inventory to the branch or plant, which work days to include when you
generate a material or capacity plan, how the system processes changes to standard
parts lists, and so on.

Setting up general planning consists of the following tasks:

GSetting up planning constants

GSetting up the workday calendar

Setting Up Planning Constants

You must define material and resource planning values for each branch or plant.
For example, you can specify rules that govern how the system commits and
routes inventory. You can also specify that the system log changes you make to
standard parts lists if you need to track the changes. You can also define the
number of hours per day that each branch or plant operates. The system uses this
information to determine the maximum workload for each work center in a branch
or plant.

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Equipment-Plant Maintenance

Note: Equipment/Plant Maintenance shares planning constants with other

manufacturing systems. If you use manufacturing systems, you should set up
separate constants for maintenance branch/plants and manufacturing
branch/plants.

► To set up planning constants

From the Planning Setup menu, (G1346), choose Manufacturing Constants.

1. On Work With Manufacturing Constants, click Add to access

Manufacturing Constants Revision.

2. On Manufacturing Constants Revision, complete the following field to

specify the branch or plant for which the constants apply:

• Branch

3. Click the following options:

• Log Bill of Material

• On-Line BOM Validation (Y/N)

4. To specify the work hours per day, complete the following fields for each
maintenance shift on the Shifts tab:

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 Setting Up Maintenance Planning

• Hours

• Shift Code

5. Under the Hard/Soft Commit heading, click one of the following options
on the Commitment Control Tab and then click OK:

• Hard/Soft Commit

• Hard/Soft Commit

• Hard/Soft Commit

Field Explanation
Log Bill of Material A code that determines whether changes to the bill of
material are recorded in the Bill of Material Change table
(F3011). When you log bill of material changes, the system
saves the old bill of material and the new changed bill of
material.
For World:
Valid values are:
Y Yes, log changes.
N No, do not log changes.
Blank The system assigns a default value of N.
For OneWorld:
To record changes to the bill of material, click the Log Bill
of Material option under the BOM/Routing Options
heading. If you do not click Log Bill of Material, the
program does not record changes.

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Field Explanation
On-Line BOM Validation An option that determines whether the system performs an
online component or parent validation and low-level code
assignment when you revise a bill of material.
J.D. Edwards recommends that you validate items online
unless your bills of material are extremely large. If you
choose not to validate items online, you must validate the
items in batch. Run the Print Integrity Analysis program
(P30601) after updates to the bill of material and before you
run the Frozen Cost Update program (P30835) or perform
a DRP/MPS/MRP generation (P3482).
For World:
Valid values are:
Y Yes, validate items online.
N No, do not validate items online.
For OneWorld:
To specify that the system validates items online, click the
On-Line BOM Validation option under the BOM/Routing
Options heading. If you do not click the On-Line BOM
Validation option, the system does not validate items
online.

Setting Up the Workday Calendar

You must set up workday calendars for each maintenance branch or plant. You use
the calendar to specify which days are workdays, holidays, and so on. You need to
set up a workday calendar for every month for which you want to generate parts
and labor plans. The system uses workday calendar information to plan and
schedule labor resources, based on the workdays you specify. You should set up
calendars six months to a year at a time.

When you initially set up a workday calendar, the system automatically specifies all
weekdays as workdays and all Saturdays and Sundays as non-work days. You can
accept these values or change the days to suit your business needs.

► To set up the workday calendar

From the Planning Setup menu, (G1346), choose Work Day Calendar.

1. On Work With Work Day Calendar, complete the following fields and click
Add to access Work Day Calendar Revisions.

• Branch

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 Setting Up Maintenance Planning

• Year - Calendar Year

• Calendar Month

2. On Work Day Calendar Revisions, enter a valid day type on the entry
calendar for each day that you want to set up.
J.D. Edwards provides several predefined day type codes (00/DT). With the
exception of Workday (W), which is hard coded, you can use these codes,
revise them, or add new ones.

Technical Considerations

Shift codes Shift codes are not applicable to maintenance planning.

Processing Options for Work Day Calendar (P00071)

Interop

1. Enter the transaction type for the

interoperability transaction. If
left blank, outbound
interoperability processing will not
be performed.

Type - Transaction ____________

2. Enter a ’1’ to write before images

for outbound change transactions. If
left blank, only after images will

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Equipment-Plant Maintenance

be written.

Before Image Processing ____________

Setting Up Parts Planning

Before you can generate and review a parts plan, you must set up information that
the system uses to process the plan. For example, you must set up a table of user
defined quantity types that the system uses to calculate and display the supply and
demand of parts. You must also specify the action messages that you want to
appear when the system detects a conflict between the availability and the demand
for a part.

In addition, you can set up different versions of the supply and demand inclusion
rules to accommodate different types of parts plans that you want to generate. For
example, you can generate a long-range parts plan and a short-range parts plan.
You use supply and demand inclusion rules to specify the document types that you
want the system to include when it processes each plan.

Setting up parts planning consists of the following tasks:

GSetting up parts planning codes

GSetting up supply and demand inclusion rules for parts plans

Setting Up Parts Planning Codes

Before you can use the parts planning features in Equipment/Plant Maintenance,
you must set up the following user defined codes:

• Quantity types
• MRP calculation display
• MRP action messages
The system uses these codes to calculate and display the availability of parts. The
system also uses these codes to determine which action messages to display when
it detects a conflict between the availability and the demand for a part.

See Also

• Understanding User Defined Codes for additional information on user defined

codes
• Working with User Defined Codes in the OneWorld Foundation Guide for
additional information on user defined codes

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 Setting Up Maintenance Planning

Quantity Types

From the Planning Setup menu (G1346), choose Quantity Types.

Quantity types are user defined codes (34/QT) that represent the availability of
parts. J.D. Edwards provides several predefined codes, including the following:

• + Beginning available (unadjusted)

• + Beginning available
• + Purchase orders
• - Lot Expired
• - Firm work orders
• = Ending available (unadjusted)
The system uses codes that have unadjusted values to calculate part availability
with the assumption that any outstanding action messages will not be implemented
by the responsible planner. The system uses all other codes to calculate the
availability of parts with the assumption that the planner will implement planning
messages.

Caution: The table for quantity types is shared with other manufacturing systems.
Under no circumstances should you delete this table. Values within this table have
special meaning to the system, but you can change the description fields. J.D.
Edwards recommends that you leave this table unaltered.

MRP Calculation Display

From the Planning Setup menu (G1346), choose MRP Calculation Display

You must set up the MRP Calculation Display table (34/MM) with the quantity
type codes that you want the system to consider when it calculates the availability
of a part. You can revise the codes in this table to meet your specific calculation or
display purposes.

For example, you can set up a table to specify that the system do the following:

• Use the beginning available quantity for a part

• Add quantities from existing purchasing orders
• Subtract quantities from maintenance work orders
• Provide the ending available amount

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Equipment-Plant Maintenance

Example: MRP Calculation Display Table

Processing Options for MRP Calculation Display (P0004A)

Defaults

1. Enter the desired System Code: ____________

2. Enter the desired Record Type: ____________

What You Should Know About Processing Options

Specifying a default MRP You can use processing options to specify which version of
calculation display table the MRP calculation display table that the system uses. The
maintenance material planning version of the MRP
calculation display table appears unless you specify
otherwise.

MRP Action Messages

From the Planning Setup menu (G1346), choose MPS/MRP Action Messages.

You must define the action messages that you want to appear when the system
notifies you of parts planning conflicts. For example, depending on the severity of
a parts shortage, you can direct the system to provide messages to place an order
for a part, expedite an existing order, increase the quantity of an existing order, and
so on.

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 Setting Up Maintenance Planning

The system stores MRP action message codes in user defined codes (34/MT). You
can change the description of the codes to meet your business needs.

Setting Up Supply and Demand Inclusion Rules for Parts Plans

From the Planning Setup menu (G1346), choose Supply/Demand Inclusion Rules.

You typically use the same version of supply and demand inclusion rules that you
set up for work orders. However, you can set up other versions of the supply and
demand inclusion rules to accommodate your parts planning needs. You use
supply and demand inclusion rules to specify the documents that create a supply
for parts, such as purchase requests, and the documents that create a demand for
parts, such as work orders. In addition, you specify the statuses at which the
various documents create supplies or demands.

When you generate a parts plan, the system considers only the documents you that
specify in the inclusion rules when it calculates parts availability. For example, you
can set up a version of the supply and demand inclusion rules that includes all
purchase orders, regardless of status, but only PM work orders up to and including
a status of MC (work order in planning.)

Using this example, the system calculates supply according to parts for which any
purchase orders exist. The system calculates demand according to the parts
requirements of PM work orders with statuses within the range that you specified.
The system does not take into consideration parts requirements for work orders
with unspecified status in the inclusion rules.

See Also

• Setting Up Supply and Demand Inclusion Rules for additional guidelines for
setting up inclusion rules

Setting Up Resource Planning

Before you can generate and review a labor plan, you must set up information that
the system uses to process the plan. For example, you must set up the work
centers that are responsible for maintenance and specify the number of employees
in each maintenance work center. You must also set up additional user defined
codes, such as the codes that the system uses to calculate the availability of labor
resources.

In addition, you can set up different versions of the supply and demand inclusion
rules to accommodate different types of labor plans that you want to generate. For
example, you can generate a long-range labor plan and a short-range labor plan.

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Equipment-Plant Maintenance

You use supply and demand inclusion rules to specify the document types that you
want the system to include when it processes each plan.

Setting up resource planning consists of the following tasks:

GSetting up resource units

GSetting up resource planning codes

GSetting up supply and demand inclusion rules for labor plans

Setting Up Resource Units

You must set up resource units to enable the system to calculate labor demands
and labor costs for maintenance tasks. The system calculates resource units by
multiplying the work hours per day by the number of employees in a work center.
In Equipment/Plant Maintenance, a work center usually represents the employees
who perform maintenance work, although it can also represent a department or a
machine. You must set up your work centers before the system can calculate
resource units and labor costs.

In addition, you must establish standard labor rates. The system uses standard
labor rates to calculate rate information on work order labor routings and on the
work order Estimate to Actual Variance program.

Setting up resource units consists of the following tasks:

GSetting up work centers

GRunning the Work Center Resource Units Refresh program

GSetting up standard labor rates

Before You Begin

GSet up workday calendars for each branch or plant. See Setting Up the
Workday Calendar.

Setting Up Work Centers

You must provide the system with the following types of information about each
of your maintenance work centers:

• Basic information, such as work center names, crew sizes, job processing
time, and so on

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 Setting Up Maintenance Planning

• Grouping information, so that you can combine similar work centers for
planning and reporting
• Labor rate information

► To set up work centers

From the Planning Setup menu (G1346), choose Work Center Revision.

1. On Work With Work Centers, click Add.

2. On Work Center Master Revisions, complete the following fields:

• Work Center

• Dispatch Group

• Location Branch

• Number of Employees

3. Complete the following optional fields:

• Prime Load

• Critical W/C

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Equipment-Plant Maintenance

4. Click the Hours & Efficiency tab.

5. Complete the following optional field:

• Efficiency

6. From the Form menu, choose Rates.

7. On Work With Work Center Rates, click Add.

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 Setting Up Maintenance Planning

8. On Work Center Rate Revisions, complete the following fields and click
OK:

• Business Unit

• Cost Method

• Direct Labor - Simulated

Field Explanation
Work Center An alphanumeric field that identifies a separate entity
within a business for which you want to track costs. For
example, a business unit might be a warehouse location,
job, project, work center, branch, or plant.
You can assign a business unit to a voucher, invoice, fixed
asset, employee, and so on, for purposes of responsibility
reporting. For example, the system provides reports of
open accounts payable and accounts receivable by business
units to track equipment by responsible department.
Security for this field can prevent you from locating
business units for which you have no authority.
Note: The system uses the job number for journal entries if
you do not enter a value in the AAI table.
Dispatch Group A category code used to group work centers within an
overall business unit. For example, you can use this code to
group similar machines operating out of several work
centers that report to one business unit.

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Equipment-Plant Maintenance

Field Explanation
Location Branch A code that represents a high-level business unit. Use this
code to refer to a branch or plant that might have
departments or jobs, which represent lower-level business
units, subordinate to it. For example:
• Branch/Plant (MMCU)
• Dept A (MCU)
• Dept B (MCU)
• Job 123 (MCU)
Business unit security is based on the higher-level business
unit.
Number of Employees The normal number of employees in this work center.
When you run the Work Center Resource Units Refresh
program, the system multiplies this number by the Number
of Work Hours Per Day from the Manufacturing Constants
table (F3009) to generate the total gross labor hours
available in the work center each day.
Prime Load A code that determines if a work center is machine or labor
intensive. The system also uses prime load codes in
Resource Requirements Planning and Capacity
Requirements Planning calculations to develop load
profiles.
Valid codes are:
L Run labor hours only
M Machine hours only
B Run labor plus setup labor hours
C Machine plus setup hours
O Other (will not generate resource units)
Critical W/C A code that indicates whether the work center is critical or
not critical when the system calculates capacity. Valid values
are:
N Not a critical work center.
1 A critical work center in calculating RRP only.
2 A critical work center in calculating RCCP and
CRP.
3 A critical work center in calculating RRP, RCCP,
and CRP. The system also displays Type 3 work
centers when you select Type 1 or Type 2 in this
field.
4 Not a capacity work center. The system does not
include this work center in capacity planning.
Note: The data selection is a system feature that processes
certain groups of information with the CRP and RCCP
programs.

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 Setting Up Maintenance Planning

Field Explanation
Efficiency A user defined value that indicates how efficiently a work
center operates. This value usually refers to staff efficiency.
When you enter a value in this field, and the Modify Cost
by Work Center Efficiency field in the Job Shop
Manufacturing Constants table (F3009) is set to Y, the
system creates a new cost component (B4) from the cost
calculated from the direct labor cost (B1).
For example, if the constant is set to Y, the value of this
field is 80%, and the direct labor cost is 10, the system
creates a B4 cost component for 2 in the Item Cost
Component Add-Ons table (F30026).
The Refresh Resource Units program also uses this value as
a default when calculating rated capacity.
Enter percents as whole numbers. For example, enter 80%
as 80.00.
Note: The system expects that the routing times entered for
each operator are the actual times it takes to complete an
operation. Efficiency does not affect total cost. Efficiency
does reassign some of the costs into different cost
components. Efficiency does not change the duration or
backscheduling of a work order.
Cost Method A user defined code (40/CM) that identifies a cost method.
Use cost methods to indicate the method for the system to
use. Cost methods 01 through 19 are reserved for J.D.
Edwards use.
Direct Labor A rate, in cost per person per hour, that the system uses
with the Run Labor hours of the associated routing to
calculate the standard run labor cost.

Processing Options for Work Center Revisions (P3006)

Interop

1. Enter the transaction type for the

interoperability transaction. If
left blank, outbound
interoperability processing will not
be performed.

Type - Transaction ____________

2. Enter a ’1’ to write before images

for Outbound change transactions. If
left blank, only after images will
be written.

Before Image Processing ____________

Versions

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Equipment-Plant Maintenance

Manufacturing Constants (P3009) ____________

Business Units (P0006) ____________

Running the Work Center Resource Units Refresh Program

From the Planning Setup menu (G1346), choose Work Center Resource Units
Generation.

After you set up work centers and whenever you revise work center information,
you must run the Work Center Resource Units Refresh program to calculate
available resource units. You specify a time period and a branch or plant for which
you want the system to calculate resource units. The system uses the Prime Load
Code field on Work Center Master Revisions to determine how to calculate the
resource units that a work center is capable of generating over a particular period
of time. To calculate resource units for maintenance work centers, you typically use
a prime load code of L for labor hours.

When you use a prime load code of L, the system calculates resource units using
the following information:

• Number of employees from Resource Revisions

• Work hours per day from General Planning Constants
When you run the Resource Units Refresh program, Work With Batch Versions
appears, containing DEMO versions that you can run, or copy and modify to suit
your needs. After you select a version, Version Prompting appears, from which
you can specify data selection and sequencing.

See Also

• Working With Batch Versions in the OneWorld Foundation Guide for more
information about running, copying, and changing batch versions
• Generating Resource Units Automatically in the Manufacturing and Distribution
Guide for the processing options for this program

Setting Up Standard Labor Rates

From the Planning Setup menu (G1346), choose Item Cost Component-Frozen
Update.

When you set up work centers, you enter a value for simulated labor rates on Work
Center Rates Revisions. You must run the Item Cost Component-Frozen Update
program to create the frozen direct labor rate. The system uses the frozen direct
labor rate to calculate the estimated labor routing costs to work orders.

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 Setting Up Maintenance Planning

See Also

• Working With Batch Versions in the OneWorld Foundation Guide for more
information about running, copying, and changing batch versions
• Updating Frozen Costs in the Product Costing and Manufacturing Accounting Guide
for more information about the Item Cost Component-Frozen Update
program and the processing options

Setting Up Resource Planning Codes

Before you can use the labor planning features in Equipment/Plant Maintenance,
you must set up the following user defined codes:

• CRP display
• Message types
The system uses these codes to calculate and display labor availability when you
generate a labor plan. The system also uses these codes to determine which action
messages appear when it detects a conflict between the availability of labor
resources and demand for labor resources.

See Also

• Understanding User Defined Codes for additional information on user defined

codes

CRP Display

From the Planning Setup menu (G1346), choose CRP Display.

You must set up the CRP Display table (33/MM) with the codes that you want to
appear on Capacity Load. The system provides several predefined codes, such as:

• 10 - Released Load
• 40 - Load Versus Capacity
• 80 - Available Capacity
• 90 - Accumulated Available Capacity
You can use these codes or modify them to meet your specific calculation or
display purposes.

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Equipment-Plant Maintenance

Message Types

From the Planning Setup menu (G1346), choose Message Types.

You use message type codes (33/MM) to define the action messages that you want
to appear when the system notifies you of load and capacity conflicts. For example,
you can define messages that indicate an over-capacity condition, an under-
capacity condition, and so on.

Setting Up Supply and Demand Inclusion Rules for Labor Plans

From the Planning Setup menu (G1346), choose Supply/Demand Inclusion Rules.

You typically use the same version of supply and demand inclusion rules that you
set up for work orders. However, you can set up other versions of the supply and
demand inclusion rules to accommodate your labor planning needs. You use
supply and demand inclusion rules to specify what type of work orders and range
of work order statuses that you want the system to include when it calculates
available labor resources.

For example, you can set up a version of the supply and demand inclusion rules
that includes only PM work orders up to and including a status of MC (work order
in planning).

See Also

• Setting Up Supply and Demand Inclusion Rules for additional guidelines for
setting up inclusion rules

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Advanced & Technical
Equipment/Plant Maintenance Global Updates

Use global update programs to make system-wide changes that affect a variety of
information within Equipment/Plant Maintenance. For example, you can do the
following:

• Update asset locations from a planned location to a current location

• Recalculate work order costs to reflect actual time spent on each
maintenance task
• Create preventive maintenance schedules for groups of similar equipment
• Make additions or changes to groups of related PM schedules, such as the
following:
• Schedule dates
• Service intervals
• Priorities
• Update equipment tables when you revise numbers in your chart of
accounts
• Update the Account Ledger table (F0911) when you change the symbol that
you use to identify equipment numbers
Equipment/Plant Maintenance global updates consist of the following tasks:

GUpdating equipment information

GUpdating work order information

GUpdating PM schedule information

GUpdating accounts and ledgers

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Updating Equipment Information

You can update certain equipment information globally to reduce the amount of
processing time it takes to maintain current equipment information in your system
and throughout your organization.

Updating equipment information consists of the following tasks:

GUpdating the message log

GUpdating planned equipment locations

Updating the Message Log

From the Advanced Operations menu (G1331), choose Update Message Log.

Run the Update Message Log program to keep tickler dates and units current in
the message log. For example, if you set up a reminder message to appear at 3,000
miles for a piece of equipment, you use this update to ensure that the message
appears when the equipment reaches the 3,000-mile mark.

The Update Message Log program compares tickler dates with the system date and
tickler units (for example, miles or hours) to the current unit reading that you
record for the corresponding piece of equipment. The program updates all the
units that have reached or exceeded the tickler amounts that you post in the AAI
automatic accounting instruction. When the update is complete, the corresponding
equipment number on Equipment Search is highlighted to indicate that message
exists for the equipment.

Note: You should run this program only if you use the Tickler Miles/Hours field
in the message log.

When you select Update Message Log, the system submits the job directly to
batch. You should update the message log frequently to keep message tickler units
current. J.D. Edwards recommends running Update Message Log as part of your
unattended operations.

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Equipment-Plant Maintenance

Updating Planned Equipment Locations

From the Advanced Operations menu (G1331), choose Update Location Code.

You can update the location of equipment from a planned location to a current
location. Run the Update Location Code program to change planned equipment
locations to current locations when the system reaches the As of date that you
specify in the processing options.

For example, if you plan to distribute a selection of equipment to a different plant

as of a certain date, and you enter the information into the system as a planned
location, you can run this program to automatically change the location
information from a planned location status to a current location status. The system
updates all planned locations that match the selection criteria that you specify.

When you run Update Location Code, the system updates the following tables:

• Location Tracking (F1204)

• Asset Master (F1201)
When you select Update Location Code, a versions list appears. The versions list
contains DEMO versions that you can run, or copy and modify to suit your needs.
When you run a version, Processing Options Revisions appear before the system
submits the job for processing.

Caution: Ensure that the data selections that you make specify only the equipment
for which you want to update location information. If you are uncertain whether a
piece of equipment should be included in the update, you can review its current
and planned locations on Work With Locations.

See Also

• Revising Location Information

• Working With Batch Versions in the OneWorld Foundation Guide for more
information about running, copying, and changing a batch version

Processing Options for Update Location Code (R12810)

Process

Enter the ’As of’ date to update the

planned status in the Location
Tracking table (F1204).

1. As of Date ____________

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Updating Work Order Information

You can update certain work order information globally to reduce the amount of
processing time needed to maintain current information throughout your
organization.

Updating work order information consists of the following tasks:

GUpdating work order actual amounts

GUpdating work order status based on purchase order receipt

GUpdating the standard parts list

GUpdating the phase or equipment number in the G/L

Updating Work Order Actual Amounts

From the Advanced Operations menu (G1331), choose Update W/O Actual
Amounts.

Run the Update Work Order Actual Amounts program to replace the actual hours
in the Work Order Routing table (F3112) with the total hours for each operation
sequence from the Employee Transaction History table (F0618). The program also
reads the Account Ledger table for material and subcontract amounts. The
program then updates the following information in the Work Order Master table
(F4801):

• Actual labor costs

• Actual material costs
• Actual hours
• Actual amount
• Actual other costs
• Actual duration (downtime hours)

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Equipment-Plant Maintenance

Updating Work Order Status Based on Purchase Order Receipt

From the Advanced Operations menu (G1331), choose Update WO Status Based
on PO Receipt.

You can update the status of work orders based on whether parts ordered from
associated purchase orders have been received. This action is especially useful
when scheduling work orders based on the arrival of ordered parts. You can
specify the status that the system updates work orders based on both partial and
full receipt of the items on the associated purchase order. You can also specify the
recipient of an e-mail message informing of the change in work order status.

Processing Options for Update WO Status Based on PO Receipt (R48810)

PO Receipt Sta

Enter the purchase order status ____________

above which indicates that the
purchase order has been received.

WO Status

Enter the status to change the ____________

work order to when all parts have
been received
Enter the status to change the ____________
work order to when some parts have
been recieved

E-Mail Address

Define which work order address ____________

will recieve an E-mail message
about the change in work order
status
1 = Originator (ANO)
2 = Assigned To (ANP)
3 = Supervisor (ANPA)
4 = Manager (ANSA)
5 = Customer (AN8)

Updating the Standard Parts List

From the Advanced Operations menu (G1331), choose Standard Parts List
Update.

When you change a work order parts list that is based on a standard parts list, you
can update the Bill of Materials Master table (F3002) to ensure that all future work
orders using the same standard parts list will contain the revised information.

When you add a part to a work order parts list, the Standard Parts List Update
program adds the part to the standard parts list. When you change the quantity of a

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 Updating Work Order Information

part on the work order parts list, the program updates the quantity on the work
order parts list. The system compares the transaction quantity on the work order
part to the quantity indicated on the standard parts lists when it updates the
standard parts list.

You can also use the Standard Parts List Update program to update the equipment
parts list. The update program works the same way as for the standard parts list,
except that it updates the standard parts list from the Asset Master table (F1201) as
well as the the standard parts list from the Work Order Master table (F4801).

Processing Options for Standard Parts List Update (R13802)

Update

1. Enter a ’1’ to run in final mode and ____________

update the standard parts list.
Leave blank to run in preliminary
mode and print report only.

2. Enter a ’1’ to use Original Quantity ____________

when Transactioin Quantity is zero.
Leave blank to use zero quantity on
update.

3. Enter a ’1’ to also update Standard ____________

Parts List of the piece of Equipment
on the Work Order.

Updating the Phase or Equipment Number in the G/L

From the Advanced Operations menu (G1331), choose Update Phase/Equipment

Number in the G/L.

If you post work order transactions to the general ledger and then change the
equipment number of the phase code on the work order, you should run this
program to ensure that the Account Ledger table (F0911) reflects the most current
work order information. You can use this program to reflect changes to the phase
code or equipment number for multiple work orders. You can also use this
program to enter a value in the phase field on many general ledger transactions.

When you choose Update Phase/Equipment Number in the G/L, the system
submits the job directly to batch processing.

Before You Begin

GBack up the Work Order Master table (F4801).

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Equipment-Plant Maintenance

GVerify that no one accesses the Work Order Master table while you run this
procedure.

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Updating PM Schedule Information

You can update PM schedule information to make global changes to PM services

types and create PM schedules for multiple pieces of similar equipment.

Updating PM schedule information consists of the following tasks:

GUpdating PM schedules

GCreating PM schedules for multiple pieces of equipment

Updating PM Schedules

You can globally add, change, or delete PM schedules. You specify the service type
that you want to change and enter information about the equipment for which you
want the changes to apply.

You can also make global revisions to a group of PM service types. You narrow
the list of equipment for which you want the revisions to apply by using any
combination of the first ten equipment category codes. For example, for any
service type, you can do the following:

• Change the service interval

• Revise the schedule date
• Revise the maintenance priority
• Revise the procedure number
• Assign a different model work order number
• Revise the value in the Occurrences field
• Revise the frequency indicator
• Revise the multiple work order code
You can also create PM schedules for multiple pieces of equipment that you place
in service with similar maintenance requirements.

The Global PM Schedule Update program immediately updates the Maintenance

Schedule table (F1207), depending on the information that you change. Consider
the following guidelines when you update PM schedule information:

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Equipment-Plant Maintenance

• If you enter a schedule date, the system removes all other meter service
intervals.
• If you enter a meter service interval, the system removes the schedule date.
• If you enter a schedule date and a frequency indicator, the system removes
any existing service days.
• If you enter a schedule date and service days, the system removes the
existing frequency indicator.

► To update PM schedule information

From the Advanced Operations menu (G1331), choose Global PM Schedule

Update.

1. On Work With Global PM Schedule Update, complete any of the category

code fields in the header area to locate the equipment that you want to
update.

2. To specify the service type that you want to update, complete the following
field and click Find:
• Service Type
Before completing an update, you can review all of the equipment that
would be updated by entering a service type and leaving the category code
fields blank.
You can review all of the service types that apply to a particular class of
equipment by completing the category code fields and leaving the Service
Type field blank.

3. To revise the service type, choose Revision from the Form menu.

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 Updating PM Schedule Information

4. On Global PM Schedule, to change the service type, complete any of the

following fields and click OK:

• Service Days

• Service Miles

• Service Fuel

• Service Hours

• Schedule Date

• Maintenance Priority

• Procedure

• Model W. O. Number

• Multiple W.O. Code

• Frequency Indicator

• Occurrences
A message appears that prompts you to confirm the update.

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Equipment-Plant Maintenance

Creating PM Schedules for Multiple Pieces of Equipment

You can create PM schedules for multiple pieces of equipment. This is particularly
useful when you set up your system initially or when you add multiple pieces of
identical equipment to your operation. You create PM schedules for multiple
pieces of equipment by assigning a service type to equipment that matches specific
selection criteria on Work With Global PM Schedule. You use the first ten
equipment category codes to select the equipment for which the PM schedule
applies.

Caution: When you create PM schedules for multiple pieces of equipment, the
system updates the PM schedules for all equipment that matches the equipment
category codes that you specify. If you are uncertain whether the process will affect
equipment for which you have previously created PM schedules and you do not
want the new PM information to apply, you should not use Work With Global PM
Schedule to create the PM schedules. Instead, create individual PM schedules using
Equipment PM Schedule.

► To create PM schedules for multiple pieces of equipment

From the Advanced Operations menu (G1331), choose Global PM Schedule

Update.

1. On Work With Global PM Schedule Update, complete the following field:

• Service Type

2. Complete any combination of the following fields to specify the class of

equipment for which you want the service type to apply, and then click Add:

• CLS

• EQM

• MFG

• YR

• USE

• EQ1

• EQ2

• EQ3

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 Updating PM Schedule Information

• CC9

• GRP

3. On Global PM Schedule, complete any of the following fields and click OK:

• Service Days

• Service Miles

• Service Fuel

• Service Hours

• Schedule Date

• Maintenance Priority

• Procedure

• Model W. O. Number

• Multiple W.O. Code

• Frequency Indicator

• Occurrences
A message appears that prompts you to confirm the update.

See Also

• Creating a PM Schedule for more information about service intervals

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Updating Accounts and Ledgers

You need to update the accounts and ledgers in your system if you change your
chart of accounts, frequently add new pieces of equipment, and so on, for your
organization.

Updating accounts and ledgers consists of the following tasks:

GUpdating company and account numbers

GReposting asset account balances

GUpdating the equipment number in the Account Ledger

Updating Company and Account Numbers

From the Advanced Operations menu (G1231), choose Update Company

Number, BU/Obj/Sub - 1202.

You must update company numbers and account numbers in the Asset Account
Balances table (F1202) when the company numbers and account numbers in the
Asset Account Balances table do not match those in the Account Master table
(F0901). Company and account numbers in the Asset Account Balances table
might not match those in the Account Master table if you change an existing
account number or company for an account within the fixed asset (FX) range.

Run the Update Company Number, Business Unit/Object/Subsidiary program

any time that you change an existing account in your chart of accounts. For
example, run this program when you want to:

• Change the object or subsidiary of an existing account

• Assign existing accounts to a different business unit
• Assign an existing business unit to a different company
Note: You do not have to run this program when you add an account number.
You run this program only when you make changes to existing account numbers.

The Update Company Number, Business Unit/Object/Subsidiary program

updates information from the Account Master table based on the system-assigned,

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Equipment-Plant Maintenance

short account ID number. The program does not update accounts in the Asset
Master table (F1201).

When you update company and account numbers, the system submits the job
directly to batch.

Before You Begin

GVerify that no one will access the general accounting or fixed asset tables
while you are working on them. The program is unable to update accounts
that are locked by other system applications. Any account that a user
accesses elsewhere in the system will not be updated.

Caution: The Repost Ledger program clears all summarized account balances to
zero. Do not use this program if your system includes asset account balance
records without general ledger transactions, as in the case of summarized
depreciation computations or beginning balances created without an audit trail.

Reposting Asset Account Balances

From the Advanced Operations menu (G1231) choose Fixed Asset Repost.

You can repost damaged account balances in the Asset Balances table (F1202) to
restore system integrity. You should run the repost only if you have no other way
to restore account information. For example, run the repost if account balance
information is damaged as a result of hardware failure.

The Fixed Asset Repost program reposts only the transactions that include all of
the following:

• A valid period number.

• A code that indicates a post to both the general ledger and equipment.
• A valid equipment number that exists in the Asset Master table (F1201).
• A transaction ledger type set up in Depreciation Default Coding (P12002) if
one does not already exist in the Asset Balances table.
• A transaction account number in the Account Master table (F0901). The
account number must be within the FX range of accounts in the automatic
accounting instructions.
• Period postings for individual equipment. The transaction must not be a
balance forward record, and cannot be summarized by period and account.

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 Updating Accounts and Ledgers

Caution: The Fixed Asset Repost program clears all summarized account balances
to zero. Do not use this program if your system includes asset balance records
without general ledger transactions, as in the case of summarized depreciation
computations or beginning balances created without an audit trail.

Before You Begin

GVerify that the following procedures are complete:

• All transactions are posted first to the general ledger and then to
equipment
• All depreciation and transfer transactions are posted first to
equipment and then to the general ledger
GVerify that no one will access the general accounting or fixed asset tables
while you are working on them. The program is unable to update accounts
that are locked by other system applications. Any accounts that a user
accesses elsewhere in the system will not be updated.

Processing Options for Fixed Asset Repost (R12910)

PRINT

1. Enter a ’1’ to print differences and

to update the Fixed Asset Balance
File. Leave blank (default) to only
print the differences between the
Transaction Ledger file (F0911) and
the Fixed Asset Balance file
(F1202).

Preliminary or Final Processing ____________

2. Identify how to print asset number.

1 = Item Number (Default)
2 = Unit Number
3 = Serial Number

Asset Number ____________

Updating the Equipment Number in the Account Ledger

From the Advanced Operations menu (G1231), choose Refresh Asset Number in
F0911.

If you change the symbol you use to identify the asset number for equipment, you
must run the Correct Asset Number in F0911 program. Run this update to ensure
that all posted account ledger transactions contain the current asset number
format.

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Equipment-Plant Maintenance

The asset number and the symbol used to identify it are stored in the Account
Ledger table (F0911).

When you run Correct Asset Number in F0911, the system submits the job
directly to batch.

Before You Begin

GVerify that no one will access the general accounting or fixed asset tables
while you are working on them. The program is unable to update accounts
that are locked by other system applications. Any accounts that a user
accesses elsewhere in the system will not be updated.

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Data Purge and Archival
Data Purge and Archival

You can increase your system’s processing speed and create more storage space for
current data by deleting selected information from your system that is old or
inaccurate. When you use the purge programs in Equipment/Plant Maintenance,
you can purge entire tables or specific data within tables. You can also archive the
information that you purge.

Purging and archiving data consists of the following task:

GPurging work orders

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Purging Work Orders

From the Shop Floor Management Advanced menu (G3131), choose Purge
Orders.

You can purge work orders from your system to free space and make your system
operate more efficiently.

When you run the Purge Orders program, you use data selection to specify which
work orders to purge from the Work Order Master table (F4801). In addition, the
system purges related information from the following tables for the work orders
that you select:

• Work Order Instructions (F4802)

• Work Order Parts List (F3111)
• Work Order Routing Instructions (F3112)
• Work Order Time Transactions (F31122) that are not used by
Equipment/Plant Maintenance
You can use processing options to save purged work order information in a special
purge library.

When you choose Purge Orders, a versions list appears. The versions list includes
DEMO versions that you can run, or copy and modify to suit your needs. When
you run a version, Processing Options Revisions appears before the system
submits the job for processing.

Processing Options for Work Order Purge (R4801P)

Process

Enter a ’1’ to Save the Purged records

to a special purge library. (Default
of blanks will not save any purged
records).

Save Flag ____________

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Equipment/Plant Maintenance Reports
Equipment/Plant Maintenance Reports

Equipment/Plant Maintenance provides a variety of reports to help you review

and manage information about your equipment and its maintenance.

You can print cost reports to review financial information about your equipment.
Cost reports can provide the following information:

• Equipment account balances, such as acquisition costs, revenue amounts,

expense amounts, and so on
• Variances between revenue and expenses for a piece of equipment
• All equipment transactions
You can print work order reports to review information about maintenance work
orders. Work order reports can provide the following information:

• Work order status

• Detailed or summarized work order costs
• Variances between projected and actual work order costs
• All work orders associated with a particular piece of equipment
• Work order parts information by equipment number
You can print maintenance planning reports to review information about your
planning processes. Maintenance planning reports provide information about
projected parts requirements and projected labor resource requirements.

You can print PM reports to review PM information, such as the following:

• Status of service types for a piece of equipment

• Maintenance messages
• The frequency of occurrence for selected service types
Printing Equipment/Plant Maintenance reports consists of the following tasks:

GPrinting equipment reports

GPrinting cost reports

GPrinting work order reports

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Equipment-Plant Maintenance

GPrinting maintenance planning reports

GPrinting PM reports

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Printing Equipment Reports

Print an equipment report to review and manage information such as supplemental

data, specification data, location history, and so on.

Printing equipment reports consists of the following tasks:

GPrinting the Supplemental Data by Asset report

GPrinting the Supplemental Data by Type report

GPrinting Location Tracking information

Printing the Supplemental Data by Asset Report

From the Equipment Information (G1311) menu, choose Supplemental Data.

From the Supplemental Data (G1318) menu, choose Print Supplemental Data by
Asset report.

You can print the Supplemental Data by Item report to review a list of additional
information by supplemental data type that you assigned to individual pieces of
equipment. For example, you can print a report that shows all supplemental data
types assigned to a particular motor grader. This report draws its information from
the following tables:

• Fixed Assets Supplemental Data Codes Types (F12092)

• Fixed Assets Supplemental Data Text (F12093)
• Item Master (F1201)
• General Message Detail (F090192)
• Item Master (F1201)
• General Message Detail (F00192)

See Also

• R12400, Print Supplemental Data by Asset in the Reports Guide for a report
sample

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Equipment-Plant Maintenance

Printing the Supplemental Data by Type Report

From the Equipment information menu (G1311), choose Supplemental Data.

From Supplemental Data menu (G1318), choose Print Supplemental Data by
Type.

You can print the Supplemental Data by Type report to review a list of additional
equipment information based on a particular supplemental data type. For example,
you set up a supplemental data type for vibration readings. You can print a report
that displays vibration readings for all pieces of equipment for which you have
assigned the supplemental data types for vibration readings. This report draws its
information from the following tables:

• Fixed Assets Supplemental Data Codes Types (F12092)

• Fixed Assets Supplemental Data Text (F12903)
• Item Master (F1201)
• General Message Detail (F00192)

See Also

• R12440, Print Supplemental Data by Type in the Reports Guide for a report
sample

Printing Location Tracking Information

From the Equipment Location Tracking menu (G1314), choose Print Location
Information.

The Print Location Information report allows you to review equipment movement
and relocations. Depending on the version that you run, the report shows
information by asset number or by location.

The Print Location Information report is a printed version of the information that
appears on Location Transfer. The system prints the current, historical, and
planned (future) locations for each piece of equipment. You can also use this
report to print location tracking text.

The system draws information for this report from the following tables:

• Location Tracking (F1204)

• Location History (F1210)

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 Printing Equipment Reports

See Also

• R12460, Print Location Information in the Reports Guide for a report sample

Processing Options for Print Location Information (R12460)

Print

1. Enter a ’1’ to print the Location ____________

Tracking Text. Leave blank (default)
to print no associated text.

2. Choose which asset number to print ____________

’1’ = Asset number (default), ’2’ =
Unit number, ’3’ = Serial number.

3. Enter a ’1’ to sequence by Location. ____________

If left blank a default sequence of
Asset Number will be used.

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Printing Cost Reports

Print cost reports to review and analyze equipment costs and transactions, such as
equipment account balances and variances between costs and revenues.

Printing cost reports consists of the following tasks:

GPrinting the Equipment Cost Analysis report

GPrinting the Equipment Variance report

GPrinting the Transaction Ledger report

Printing the Equipment Cost Analysis Report

From the Cost Inquiries and Reports menu (G1312), choose Equipment Cost
Analysis.

You can print the Equipment Cost Analysis report to review account balances for
specific pieces of equipment. The report shows acquisition costs, depreciation
amounts, revenue and expense amounts, and so on, for the equipment that you
specify. You can analyze these amounts in month-to-date, year-to-date, or
inception-to-date increments.

You can use processing options to show the equipment usage amounts in units
such as miles or hours. You can review the total units a piece of equipment has
accumulated, as well as the per unit cost. The system derives per unit costs by
dividing account balances by total accumulated units.

J.D. Edwards provides four demo versions of this report from which to choose as
follows:

Cost Analysis Detail Shows account balances for each business unit and object
account.

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Equipment-Plant Maintenance

Cost Analysis by Shows interim total amounts only, such as the following:
Subsidiary
• Net book value
• Revenue earned
• Ownership costs
• Operating costs
• Maintenance costs
• Usage amounts

Cost Analysis by Object Shows the summarization of identical object accounts that
belong to different business units.

Cost Analysis by AT AAI Shows the summarization of costs by accounts that you
specify in the AT AAI range.

The system draws information for this report from the Asset Account Balances
table (F1202).

You can use processing options to determine the ledger type that you want to
review. You can also omit items with zero account balances. Using data selections,
you can print this report for selected companies, business units, category codes,
and so on.

See Also

• R12424, Equipment Cost Analysis in the Reports Guide for a report sample

Processing Options for Equipment Cost Analysis Report (R12424)

Defaults

1. Enter the through period or through

fiscal date. Leave blank to use
current period.

Period/Date ____________
Fiscal Year ____________

2. Enter a single ledger type. Leave

blank (default) for “AA” ledger.

Ledger Type ____________

Process

3. Identify how to print the report with

a “D” (default) for Detailed Report,

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 Printing Cost Reports

“O” for Summarization by Object, “R”

for Summarization by Subsidiary or
“S” for Summarization by AT AAI.

Detail or Summary (Future) ____________

4. Enter a “1” to suppress the Unit Cost

columns from printing on the report.
Leave blank (default) to print Unit
Cost.

Unit Cost Suppression ____________

5. If printing Unit Cost, identify what

Automatic Accounting Instruction to
use for Units in the Unit Cost
columns. Choose “Y” for AT00, “A”
for FMA or “B” for FMB.

Unit Cost AAI’s ____________

Print

6. Enter a “1” to omit printing of

assets with zero cost. Leave blank
(default) to print all assets.

Zero Cost Print ____________

7. Identify how to print the Asset

Number. “1” (default) is Asset
Number, “2” is Unit Number or “3” is
Serial Number.

Asset Number Print ____________

Printing the Equipment Variance Report

From the Cost Inquiries and Reports menu (G1312), choose Equipment Variance
Report.

Print the Equipment Variance report to review the total revenues and expenses
generated by a piece of equipment, as well as the variance between revenue and
expenses.

You can view usage hours and other unit costs for each piece of equipment that
you specify. A grand total of revenue, expense, and usage amounts for all pieces of
equipment prints at the end of the report.

You can use processing options to define the range of accounts that you want the
system to use for calculating amounts. You must define an account range for the
Standard Amount column, which represents revenue totals, and for the Actual
Amount column, which represents expense totals. You must also specify the
accounts from which unit amounts are drawn for the Actual Hours column.

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Equipment-Plant Maintenance

The Estimated Rate, Actual Rate, and Rate Variance columns represent unit costs.
The system calculates these unit costs by dividing revenue and expense amounts by
actual hours.

Use processing options to specify a date range and indicate whether you want the
report to print inception-to-date amounts. If you indicate inception-to-date
amounts, the system adds prior year balances to the amounts that are within the
date range you specify.

You can print two versions of the Equipment Variance report, as follows:

Variance by equipment Prints information about the pieces of equipment that you
specify.

Variance by job Prints amounts for equipment that you have assigned to a
particular location.

The system draws information for this report from the following tables:

• Asset Account Balances (F1202)

• Account Ledger (F0911)

See Also

• R13400, Equipment Variance Report in the Reports Guide for a report sample

Processing Options for Equipment Variance Report (R13400)

Date Selection

Enter the date range over which the

report will cover:

1. From Period: ____________

2. From Fiscal Year ____________

3. Thru Period: ____________

4. Thru Fiscal Year ____________

Account Range

Enter object account ranges to be

included under the following column
headings on the report:

“Standard Amount” column -

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 Printing Cost Reports

1. Beginning Object Account: ____________

2. Ending Object Account: ____________

“Actual Amount” Column -

3. Beginning Object Account: ____________

4. Ending Object Account: ____________

“Actual Hour” column -

5. Beginning Object Account: ____________

6. Ending Object Account: ____________

Print

1. Enter a ’1’ to print ____________

inception-to-date amounts. Leave
blank (default) to print current
period amounts.

2. Identify how to print asset number. ____________

’1’ = Asset Number ’2’ = Unit Number
’3’ = Serial Number

Printing the Transaction Ledger Report

From the Cost Inquiries and Reports menu (G1312), choose Transaction Ledger.

You can print the Transaction Ledger report to review all the transactions for a
piece of equipment. The report prints the transactions by company and in the
order that they occurred. You can view the equipment number, the affected
account, a brief explanation, the G/L date, a currency and unit amount, and so on,
for each transaction. The report shows currency and unit totals for each company.

The system draws information for this report from the Account Ledger table
(F0911), which stores journal entry audit trails. Unless you specify otherwise, the
report includes all equipment transactions that have accumulated in the Account
Ledger since the ledger was last summarized.

You can run two versions of this report, as follows:

Posted Prints equipment transactions that are posted to equipment

and the general ledger.

Unposted Prints equipment transactions that are not posted to

equipment. The transactions are not necessarily posted to
the general ledger.

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Equipment-Plant Maintenance

See Also

• R12420, Transaction Ledger in the Reports Guide for a report sample

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Printing Work Order Reports

Equipment/Plant Maintenance provides you with a variety of reports to help you

review and manage information about work orders. Work order reports can
provide the following:

• Standard work order information, such as work order status and work order
costs
• Work order information for specific pieces of equipment, such as work
orders associated with a particular equipment malfunction and total work
orders completed for a piece of equipment
• Budget information, such as a comparison of estimated and actual work
order costs
• Parts information, such as parts requirements and parts availability for
outstanding work orders
Printing work order reports consists of the following tasks:

GPrinting standard work order reports

GPrinting the Equipment History report

GPrinting the Budget to Actual report

GPrinting the Work Order Completion report

GPrinting the Labor Utilization report

GPrinting the Parts Forecast report

GPrinting the Equipment Parts List report

You can print standard work order reports to track the progress of work orders by
status for a particular date. You can also review the costs associated with selected
work orders. In addition, you can print detailed reports about supplemental data
for your work orders.

Printing standard work order reports consists of the following tasks:

GPrinting the Work Order Summary report

GPrinting the Work Order Status report

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Equipment-Plant Maintenance

GPrinting the Work Order Cost Summary report

GPrinting the Work Order Cost Detail report

Printing the Work Order Summary Report

From the Equipment Work Orders menu (G1316), choose Print Work Order
Summary.

You can print the Work Order Summary report to review a list of summarized
work order costs. The report includes estimated and actual hours, and amounts of
the work orders that you specify, as well as the variance between estimates and
actuals. This information is especially useful to quickly analyze and report on work
order costs. The report also includes the following information about each work
order:

• Work order start date

• Planned completion date
• Priority
• Status of the work order at the time that you run the report
The system draws information for this report from the Work Order Master table
(F4801).

See Also

• R48445, Print Work Order Summary in the Reports Guide for a report sample

Printing the Work Order Status Report

From the Equipment Work Orders menu (G1316), choose Print Work Order
Status Summary.

Print the Work Order Status report to review the detailed information that you
associate with work orders. You can use the report to track and compare the
progress of selected work orders. The report includes:

• The number of hours planned for each work order

• The number of actual hours charged as of the date that you specify on the
report
• The difference between hours planned and hours charged to date

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 Printing Work Order Reports

The system draws information for this report from the following tables:

• Work Order Master (F4801)

• Account Ledger (F0911)

See Also

• R48496, Print Work Order Status Summary in the Reports Guide for a report
sample

Processing Options for Work Order Status (R48496)

Print

1. Choose how to print the Equipment ____________

Number: ’ ’ = No Equipment Number
’1’ = Asset Number ’2’ = Unit Number
’3’ = Serial Number

Printing the Work Order Cost Summary Report

From the Equipment Work Orders menu (G1316), choose Print WO Cost
Summary.

Print the Work Order Cost Summary report to review cost information about
work orders. The report includes:

• The estimated hours and costs for each work order

• The actual hours and costs for each work order
• The difference between estimated and actual hours and costs for each work
order
The system draws information for this report from the following tables:

• Work Order Master (F4801)

• Account Ledger (F0911)

See Also

• R48497, Print Work Order Cost Summary in the Reports Guide for a report
sample

Processing Options for Work Order Cost Summary (R48497)

Process

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Equipment-Plant Maintenance

1. Enter the date range for the report.

Leave blank (default) to include
all
costs, regardless of their G/L
dates.

a. From Date: ____________

b. Thru Date: ____________

Printing the Work Order Cost Detail Report

From the Equipment Work Orders menu (G1316), choose Print WO Cost Detail.

Print the Work Order Cost Detail report to review detailed information on the
costs you charge to work orders. You use a processing option to specify the date
range for the report. The report includes:

• Actual hours and amounts charged to each work order

• The G/L date for each transaction
• An explanation of each transaction
• Total hours and amounts by phase code
The system draws information for this report from the following tables:

• Work Order Master (F4801)

• Account Ledger (F0911)

See Also

• R48498, Print Work Order Cost Detail in the Reports Guide for a report sample

Processing Options for Work Order Cost Detail (R48498)

Process

Enter the From Date. Leave blank

(default) to include all costs with
G/L dates up to the Thru Date below.

1. From Date ____________

Enter the Thru Date. Leave blank

(default) to include all costs with
G/L dates from the From Date
forward.

2. Thru Date ____________

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 Printing Work Order Reports

Printing the Equipment History Report

From the System Administration Tools menu (GH9011), choose Batch Versions.

Print the Equipment History report to review the following information for
equipment and equipment components:

• Work orders associated with each piece of equipment

• Problems and possible causes
• Actions that were taken to solve the problems
The report includes completed work orders. You can use processing options to
specify a date range to control which work orders that you want to include in the
report. You can also specify the work order category codes that you are using to
define the problem. In addition, you can specify that the report print the actions
that were taken to resolve the problem.

The system draws information for this report from the following tables:

• Work Order Master (F4801)

• Asset Master (F1201)

Technical Considerations

Report Access You can only access this report by using the following
procedure:

Type R13420 in the Batch Application field on the Work

With Batch Versions form and then click Find. A list of
available versions appears in the detail area. Choose the
version that you want to run and click Select.

Processing Options for Equipment History Report (R13420)

Print1

Identify how to print the Equipment

Number. ’1’ = Asset Number (Default)
’2’ = Unit Number ’3’ = Serial
Number

1. Print Equipment Number ____________

Print2

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Equipment-Plant Maintenance

Define which Work Order Category Code to

use for the following (01-10).

1. Failure Code ____________

2. Action Code ____________

Process

Enter the Work Order Completion Date

range.

1. Completed Date - From: ____________

2. Completed Date - To: ____________

Printing the Budget to Actual Report

From the System Administration Tools menu (GH9011), choose Batch Versions.

Print the Budget to Actual report to review work order information for specific
pieces of equipment. The report is based on information from the Asset Master
table (F1201). The system totals amounts by equipment number. For each work
order, the report includes:

• Estimated hours and amount

• Actual hours and amount
• Variance between estimated and actual hours, and amounts

Technical Considerations

Report Access You can only access this report by using the following
procedure:

Type R13418 in the Batch Application field on the Work

With Batch Versions form and then click Find. A list of
available versions appears in the detail area. Choose the
version that you want to run and click Select.

See Also

• R13418, Budget to Actual in the Reports Guide for a report sample

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 Printing Work Order Reports

Processing Options for Budget to Actual Report (R13418)

Process1

Enter the Work Order Date from which to

start and end the work order
selection.

1. Work Order Date - Start ____________

2. Work Order Date - End ____________

Process2

Identify how to print the Equipment

Number. ’1’ = Asset Number ’2’ =
Unit Number ’3’ = Serial Number

1. Print Equipment Number ____________

Process 3
FUTURE FUTURE Enter a ’1’ to run the
Update WO Amount (R13800) as you
print the report. Leave blank to not
run the update program.

1. Update WO Amount ____________

Printing the Work Order Completion Report

From the System Administration Tools menu (GH9011), choose Batch Versions.

Print the Work Order Completion report to review a list of work orders by
individual pieces of equipment. The report includes the following information:

• Number of work orders created for each piece of equipment

• Number of work orders completed for each piece of equipment
• Number of work orders pending with parts requirements
• Percent of complete work orders
• Percent of pending work orders
The system draws information for this report from the following tables:

• Work Order Master (F4801)

• Asset Master (F1201)

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Equipment-Plant Maintenance

Technical Considerations

Report Access You can only access this report by using the following
procedure:

Type R13430 in the Batch Application field on the Work

With Batch Versions form and then click Find. A list of
available versions appears in the detail area. Choose the
version that you want to run and click Select.

See Also

• R13430, Work Order Completion in the Reports Guide for a report sample

Printing the Labor Utilization Report

From the System Administration Tools menu (GH9011), choose Batch Versions.

Print the Labor Utilization report to review a list of work orders created for a piece
of equipment and the hours associated with each labor routing step, such as
Electrical, Mechanical, and so on. The report also shows the total hours associated
with each work order.

The system draws information for this report from the following tables:

• Shop Floor Control Routing Instructions (F3112)

• Work Order Master (F4801)
• Asset Master (F1201)

Technical Considerations

Report Access You can only access this report by using the following
procedure:

Type R13440 in the Batch Application field on the Work

With Batch Versions form and then click Find. A list of
available versions appears in the detail area. Choose the
version that you want to run and click Select.

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 Printing Work Order Reports

See Also

• R13440, Labor Utilization in the Reports Guide for a report sample

Processing Options for Labor Utilization Report (R13440)

Print Select

Identify how to print asset ____________

number:
’1’ - Asset Number
’2’ - Unit Number
’3’ - Serial Number

Printing the Parts Forecast Report

From the System Administration Tools menu (GH9011), choose Batch Versions.

Print the Parts Forecast report to review a list of parts and work orders by branch.
The report includes the following information:

• Equipment number on the work order

• Planned completion date
• Parts requirements
• Parts availability
The system draws information for this report from the following tables:

• Work Order Master (F4801)

• Asset Master (F1201)

Technical Considerations

Report Access You can only access this report by using the following
procedure:

Type R13450 in the Batch Application field on the Work

With Batch Versions form and then click Find. A list of
available versions appears in the detail area. Choose the
version that you want to run and click Select.

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Equipment-Plant Maintenance

See Also

• R13450, Parts Forecast in the Reports Guide for a report sample

Processing Options for Parts Forecast Report (R13450)

Component

Identify which Component ____________

Item Number you wish to use:
’1’ - Short Item Number
’2’ - 2nd Item Number
(default)
’3’ - 3rd Item Number

Asset Number

Identify which Item Number is to ____________

be used:
’1’ - Item Number
(default)
’2’ - Unit Number
’3’ - Serial Number

Branch

Identify which Branch (if any) is ____________

to be used. Default is all
branches.

Printing the Equipment Parts List Report

From the System Administration Tools menu (GH9011), choose Batch Versions.

Print the Equipment Parts List report to review parts information associated with
individual pieces of equipment. The report lists both the location and availability of
parts.

The system draws information for this report from the following tables:

• Item Master (F4101)

• Bill of Material Master (F3002)
• Asset Master (F1201)

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 Printing Work Order Reports

Technical Considerations

Report Access You can only access this report by using the following
procedure:

Type R13410 in the Batch Application field on the Work

With Batch Versions form and then click Find. A list of
available versions appears in the detail area. Choose the
version that you want to run and click Select.

See Also

• R13410, Equipment Parts List in the Reports Guide for a report sample

Processing Options for Equipment Parts List Report (R13410)

Process

1. Identify how to print Equipment

Number. ’1’ = Asset Number (Default)
’2’ = Unit Number ’3’ = Serial
Number

Print Equipment Number ____________

2. Identify how to print Inventory

Parts. ’1’ = Item Number (Default)
’2’ = Second Item Number ’3’ = Third
Item Number

Print Inventory Parts ____________

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Printing Maintenance Planning Reports

You can print maintenance planning reports to review and manage information
about future parts and labor resource requirements.

Printing maintenance planning reports consists of the following tasks:

GPrinting the PM Projections report

GPrinting the MRP Schedule and Message Detail report

GPrinting labor planning reports

Printing the PM Projections Report

From the Maintenance Planning menu (G1322), choose Print PM Projections.

Print the PM Projections report to review information about forecasted PMs. The
PM forecast includes four periods. You use processing options to specify whether
the periods on the report represent weeks, months, or quarters. The report lists all
service types for each piece of equipment, the service intervals associated with the
service types, and the estimated hours to complete any service types that come due
for the periods represented by the report.

The system draws information for this report from the PM Projections table
(F13411).

See Also

• R13412, Print PM Projections in the Reports Guide for a report sample

Processing Options for Print PM Projections (R13412)

Process

1. Enter the Beginning Date of the first ____________

period.

2. Enter a “W” for Weekly Period a “M” ____________

for Monthly Period a “Q” for
Quarterly Period

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Equipment-Plant Maintenance

3. Enter the Forecast Type ____________

4. Enter a Work Center to be used in ____________

Selecting which PMs to project. Only
those PMs with a model work order
that uses that work center will be
selected.

Print

1. Enter one of the following to ____________

determine how to print the Equipment
Number.
“1” = Equipment Number (Default)
“2” = Unit Number “3” = Serial
Number

2. Enter a “1” to Print the Parts List. ____________

Leave blank to not print the Parts
List.

Printing the MRP Schedule and Message Detail Report

From the Material Planning menu (G1323), choose Print Schedule and Messages.

Print the Material Requirements Planning (MRP) Schedule and Message Detail
report to review a projection of inventory availability for individual maintenance
items. You can also print any outstanding planning messages.

The most current material plan generation supplies the information for the MRP
Schedule and Message Detail report. The report is a printed version of the
information that you can access online using Item Availability by Time and Item
Detail Messages.

You use processing options to select the items that print on the report and to
determine whether to print the time series, planning messages, or both. You also
define the row types that print for each time series. Row types determine the
quantity type information, such as Beginning Available and Ending Available. In
addition, you define the columns that print for each time series. Columns
determine the time periods that you want to review. The report also provides
detailed information for each item, such as quantity on hand, buyer numbers, and
planner numbers.

The system draws information for this report from the following tables:

• MPS/MRP/DRP Summary (F3413)

• MPS/MRP/DRP Message (F3411)
• Forecast Consumption (F3405)

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 Printing Maintenance Planning Reports

See Also

• R3450, Print Schedule and Messages in the Reports Guide for a report sample

Processing Options for MRP Schedule and Message Detail Report (R3450)
Process

1. Enter the report Start Date (default

is today’s date).

Report Start Date. ____________

2. Enter the number of time periods to

be displayed (max. of 54 periods).

Number of time periods. ____________

3. Enter the number of past due weeks

(0,1, or 2 weeks are allowed and 0
is the default).

Number of past due weeks. ____________

4. Enter the User Defined Code for the

list row descriptions.

User Defined Code. ____________

Print 1

1. Enter a ’1’ to print MPS Time Series

Section.

MPS Time Series ____________

2. Enter a ’1’ to print MPS Messages

Section.

MPS Messages ____________

3. Enter a ’1’ to suppress the blank

lines when printing the Time Series.

Suppress blank lines. ____________

Print 2

4. Enter a ’1’ to summarize the supply

lines into one line and the demand
lines into one line.

Summarize supply and demand lines. ____________

5. Enter the Unit of Measure in which

you want the quantities printed (’1’
= Primary, ’2’ = Production, or ’3’
= Component).

Report Unit of Measure. ____________

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Equipment-Plant Maintenance

What You Should Know About Processing Options

Start dates The start date must be within the planning horizon that you
defined when you ran the Parts Plan Generation for this
report. You can indicate a start date for the report that is
different from the original plan generation. However, you
should ensure that past due time periods for the report are
set to zero.

Past due amounts The number of time periods (columns) that you specify to
print on the report includes the number of weeks that you
specify for past due amounts.

Printing Labor Planning Reports

Print Labor Planning reports to review and manage detailed information about
future labor resource requirements.

Printing labor planning reports consists of the following tasks:

GPrinting the Load and Detail Messages report

GPrinting the Period Summary report

Printing the Load and Detail Messages Report

From the Labor Planning menu (G1324), choose Print Load and Detail Messages.

Print the Load and Detail Messages report to review time series information for a
work center, outstanding action messages for a work center, or both. You can print
the information for all work centers or for selected work centers.

Use processing options to control the following information on the report:

• Time period
• Unit of measure for load information
• Type of planning
• Capacity requirements, capacity messages, or both
• User defined code for row descriptions

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 Printing Maintenance Planning Reports

You can run three versions of the Load and Detail Messages report. However, the
Equipment/Plant Management system uses the Capacity Requirements Planning
version.

The system draws information for this report from the following tables:

• Capacity Load (F3313)

• Capacity Message (F3311)
• Work Center Master (F30006)

Technical Considerations

Load types A load type describes the type of labor demand placed on a
work center. The system calculates the five load types as
follows:

• Rated Profile - the total resource units from the Work

Center Revisions form.
• Loaded Profile - the load that is forecast from the
planned and released work orders.
• Percent Resource Used - the Loaded Profile divided by
the Rated Profile.
• Resource Available - the Loaded Profile subtracted
from the Rated Profile.
• Cumulative Resource Available - a running total of the
resource available. If a work center runs over capacity,
this number could be negative. If the work center runs
under capacity, the cumulative resources could increase
each period.

See Also

• R3350, Print Load and Detail Messages in the Reports Guide for a report sample

Processing Options for Print Load and Detail Messages (R3350)

Defaults

1. Enter the Capacity Mode: ____________

’1’ = Resource Requirements
’2’ = Rough Cut Capacity
’3’ = Capacity Requirements

2. Enter the Unit of Measure. ____________

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Equipment-Plant Maintenance

3. Enter the Start Date for the report. ____________

4. Enter a ’1’ to print Capacity ____________

Requirements.

5. Enter a ’1’ to print Capacity ____________

Messages.

6. Enter the number of periods for the ____________

report (1 - 54). The default and
maximum value is 54.

7. Enter the User Defined Code to use ____________

for the row descriptions.

What You Should Know About Processing Options

Units of measure If you enter a unit of measure in the processing options, it

must be the same unit of measure in the Account Master
table for the work center.

Printing the Period Summary Report

From the Labor Planning menu (G1324), choose Print Period Summary.

Print the Period Summary report to review information for Capacity Requirements
Planning (CRP).

The report includes all items scheduled at the work centers during the time period
you specify. In addition, it lists the number of resource units required to complete
each work order and the percent above or below the total load on the work center.

You can specify the type of planning by selecting the appropriate report version.
Equipment/Plant Maintenance uses the CRP version.

The system draws information for this report from the following tables:

• Capacity Load (F3313)

• Capacity Pegging (F3312)
• Work Center Master (F30006)

See Also

• R3352, Print Period Summary in the Reports Guide for a report sample

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 Printing Maintenance Planning Reports

Processing Options for Print Period Summary (R3352)

Defaults

1. Enter the Capacity Mode: ____________

’1’ = Resource Requirements
’2’ = Rough Cut Capacity
’3’ = Capacity Requirements

2. Enter the Starting Period date. If ____________

blank, the default is today’s date.

3. Enter the Ending Period date. If ____________

blank, all data after the starting
date will be reported.

4. Enter up to 5 Units of Measure for

the report.

Unit of Measure 1 ____________

Unit of Measure 2 ____________
Unit of Measure 3 ____________
Unit of Measure 4 ____________
Unit of Measure 5 ____________

What You Should Know About Processing Options

Period from and to dates The system uses the Period From and the Period To dates
that you enter as follows:

• If you enter dates in both fields, the system prints the

summary within that period.
• If you enter a date in the Period To field only, the
system prints the summary beginning with the current
period. If you do not select a Period From date, the
system prints the past due orders before the current
date.
• If you enter a date in the Period From field only, the
system prints all items from that date onward.
• If more than one order for an item has been scheduled
at the work center for the same period, the system
prints the item number once for each order in the
report.

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Printing PM Reports

You can print PM reports to review and manage information about preventive
maintenance schedules and service types within your maintenance organization.

Printing PM reports consists of the following tasks:

GPrinting the Maintenance Schedule

GPrinting the Equipment Message Log

GPrinting the Frequency of Occurrences report

Printing the Maintenance Schedule

From the Equipment/Plant Maintenance menu (G1315), choose Print

Maintenance Schedule.

Print the Maintenance Schedule report to review the status of preventive

maintenance for equipment.

The Maintenance Schedule report shows the service types that you assign for each
piece of equipment on the preventive maintenance schedule. Depending on the
maintenance status of each service type, the system determines whether it is
scheduled, in process, or complete.

You can run three versions of the report, as follows:

Completed maintenance Prints service types that have a maintenance status of 98

records (canceled) or 99. The completion date prints, as well as the
total miles, fuel, hours, or other user defined statistical units
for the equipment. The address book number of the
employee completing the service also prints.

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Equipment-Plant Maintenance

Scheduled maintenance Prints service types that have a maintenance status of less
records than 98. If you schedule the service for a specific date, the
date prints. If you schedule the service at intervals, the
number of days prints. If you schedule the service, for
example, according to miles, fuel, hours, or other user
defined statistical units, the appropriate numbers print.

Mechanic’s worksheet Prints service types that have a user defined maintenance
status, for example, between 50 and 70. If you schedule
service according to miles, fuel, hours, or other user defined
statistical units, the current readings for the item will print.
The % Due column on the report shows how close the
service is to being due or whether it is overdue. The address
number of the employee assigned to the task also prints.

The system draws information for this report from the following tables:

• Maintenance Schedule (F1207)

• Asset Master (F1201)

See Also

• R12407, Print Maintenance Schedule in the Reports Guide for a report sample

Processing Options for Print Maintenance Schedule (R12407)

Print

1. Choose which report format to print: ____________

’1’ = Completed Maintenance
(usually, statuses of ’99’). ’2’ =
Sheduled Maintenance (usually,
statuses less than ’99’). ’3’ =
Mechanic’s Worksheet (usually,
status range of ’50’ to ’70’). NOTE:
Data Selection determines which
statuses are actually included on
the report.

2. Enter a ’1’ to print the procedure ____________

number’s standard text. Leave blank
(default) to print no standard text.

3. Choose which asset number to print: ____________

’1’ = Asset number (default). ’2’ =
Unit number. ’3’ = Serial number.

4. Enter a ’1’ to print the assets by ____________

Location, page breaking by Location.
NOTE: If selecting this option,
Location should be high in the data
sequence list (for example Company,

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 Printing PM Reports

Location, Asset Number; or Location,

Asset Number; and so forth).

Printing the Equipment Message Log

From the Equipment/Plant Maintenance menu (G1315), choose Print Equipment

Message Log.

You can print the Equipment Message Log to review equipment messages based
on message type. Message types are user defined (12/EM) and might include the
following:

• Problem messages
• Planned maintenance messages
• Actual maintenance messages
You can print four versions of this report, as follows:

• Actual Maintenance
• Reported Problems
• Planned Maintenance
• Reported Problems versus Maintenance
The Maintenance Log report prints messages in the following sequence:

• Equipment number
• Date
• Time
The report includes cleared messages only if you use data selections to specify that
you want those messages to appear. The report also includes messages with a
tickler date (the date that the messages go into effect).

The system draws information for this report from the following tables:

• Equipment Messages (F1205)

• Asset Master (F1201)

See Also

• R12450, Print Equipment Message Log in the Reports Guide for a report sample

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Equipment-Plant Maintenance

• Working with Message Logs for information about entering and reviewing
equipment messages

Processing Options for Equipment Message Log (R12450)

Print

Identify how to print the Equipment

Number. 1 = Asset Number (default) 2
= Unit Number 3 = Serial Number

1. Print Equipment Number ____________

If Data Selection has been entered, then

please reentered the Data Selection
in order to print out the page
heading selection description .

Equipment Message Type ____________

If there is two Data Selection criteria

entered, then please reentered in
the Second Equipment Message Type
entered.

Equipment Message Type 2 ____________

Printing the Frequency of Occurrences Report

From the System Administration Tools menu (GH9011), choose Batch Versions.

Print the Frequency of Occurrences report to review the overall frequency of

selected service types. This is particularly useful when you need to review
maintenance patterns by specific type of repair.

The report shows the service types that you specify, the estimated and actual
frequency of each service type, and the percentage of each service type for which
maintenance has been fulfilled.

The system draws information for this report from the following tables:

• Asset Master (F1201)

• Maintenance Schedule (F1207)

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 Printing PM Reports

Technical Considerations

Report access You can only access this report by using the following
procedure:

Type R13419 in the Batch Application field on the Work

With Batch Versions form and then click Find. A list of
available versions appears in the detail area. Choose the
version that you want to run and click Select.

See Also

• R13419, Frequency of Occurrences in the Reports Guide for a report sample

Processing Options for Frequency of Occurrences Report (R13419)

Date

Enter the From date: ____________

(Actual Date Maintenance
was completed)
Enter the Thru date: ____________

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Appendices
Appendix A: Inventory Concepts and Setup

This appendix contains important information that you need if you use the
Inventory Management system to manage parts inventories.

About Inventory Concepts

You can plan for future parts needs by reviewing information that the system
provides about parts and part quantities. For example, you can monitor quantity
information about how many parts are on demand, available in supply, and
available to be promised. To use quantity information to determine your current
and future inventory needs, you need to understand the following concepts.

Stocking Types

In most inventory environments, such as a manufacturing environment, non-stock

parts are rare. But within the maintenance organization, the demand for parts is
often not predictable, and it is impractical to stock every part for which there
might be a future demand. Generally, maintenance planners consider inventory as
a way to handle emergency replacement parts and to act as a temporary holding
area for stock and nonstock parts.

Within the maintenance organization, it is necessary to identify three different

stocking types, as follows:

Stock parts The most vital parts for which you know there is a
predictable demand, such as parts required for routinely
scheduled maintenance tasks. Typically, you want to keep a
physical inventory of these parts.

Pseudo nonstock parts Parts for which you do not need to keep a physical on-hand
quantity, such as parts required for future maintenance
tasks or parts that are easily and quickly acquired. Typically
you don’t want to keep a physical inventory of such parts.
However, you want to maintain inventory records to assist
in planning and to simplify purchasing. You can set up
pseudo nonstock parts with an inventory master record and
indicate an on-hand quantity of zero.

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Equipment-Plant Maintenance

Nonstock parts Parts for which you rarely have a need and for which you
do not need an inventory master.

On-Hand Quantity versus Available Quantity

On-hand quantity refers to the number of parts that are physically in stock in the
primary unit of measure. On-hand quantity of parts can be affected by the
following:

• Variances recorded following a physical inventory

• Daily removals, additions, or transfers of parts
• Shipment confirmations or updated sales information
• Locations with lots on hold, such as parts requiring inspection or placed in
quarantine
Available quantity refers to the number of parts that you can use based on user
defined calculations. You determine how the system calculates part availability by
defining the factors that subtract from, or add to, the available quantity of a part.
This calculation can include quantities that do not immediately affect on-hand
amounts.

For example, you can set up the availability calculation to subtract any quantities
that are committed to work orders, and add any quantities that are on purchase
orders or in transit.

Commitments

When you set up general planning constants, you can specify whether the system
uses hard or soft commitments to commit parts to a work order.

When you specify hard commitment, the system does the following:

• Indicates an actual reduction in inventory at the point that the maintenance

task creates a demand for the part
• Specifies a location from which to remove parts
When you specify soft commitment, the system does the following:

• Does not indicate an actual reduction in inventory at the point that the
maintenance task creates a demand for the part
• Does not specify a location from which to remove the part

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 Appendix A: Inventory Concepts and Setup

The following graphic illustrates shows how the Inventory Management system
commits inventory:

Primary Location
Fill Order
for 125 Items
75 Items Items
75 Items
Pulls from the primary
location until the
supply is depleted
50 Items
Secondary Location
125 Items
25 Items

Secondary Location

50 Items Items

Pulls from the secondary location

with the most inventory, until the
supply is depleted, then the
location with the next greatest
amount of inventory, and so on

Supply and Demand Quantities

The system uses supply and demand inclusion rules to calculate the supply and
demand quantities for an inventory part. Unlike a manufacturing environment
where work orders create a supply of parts or materials, work orders in a
maintenance environment create a demand for parts.

Starting with the requested date on the work order parts list, the system calculates
the demand quantity from the following sources:

• Work order requirements and parts lists - The quantity required minus the
quantity issued
• Safety stock - Any quantity reserved as protection against fluctuations in
demand and supply
Starting with the requested date on purchase orders, the system calculates the
supply quantity from the following sources:

• On-hand inventory - The quantity on hand minus hard commitments and

quantities on work orders
• Purchase orders - The quantity entered on purchase orders

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Equipment-Plant Maintenance

Kits in Manufacturing Systems

It is important to remember that in manufacturing systems, the word “kit” has a

different meaning than in the distribution environment, as described below:

• Manufacturing systems use the bill of material to create a parts list for a
work order. When you create a work order, you are preparing to produce a
product. The parts list indicates the material and quantity that you will need.
• Distribution systems use the bill of material to locate and assemble a group
of items.

About the Inventory Item Master

To ensure that maintenance planning features function properly, several fields on

Item Master Revisions and Item/Branch Plant Information require special
attention. You can access both forms within the Inventory Management system.

Item Master Revisions Form

You must complete the following fields for each maintenance part that needs a
master record.

Note: The values that you enter in these fields will be default values in the same
fields on the Item/Branch Plant Information form.

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 Appendix A: Inventory Concepts and Setup

Stocking Type A user defined code that indicates how a part is normally
stocked.

The stocking type that you enter for maintenance parts

must have an M or a P as the second description line.

• M: Parent part number. The system uses this stocking

type when it processes inventory parts for planning.
• P: Individual parts or components of a parent part.

For example, assume you are creating master information

for a hydraulic PM kit and each part within the kit. The
parts include a motor and a filter. Enter a stocking type that
includes M as the second line of description for the PM kit.
Enter a stocking type that includes P as the second line of
description for the motor and the filter.

Note: When defining inventory parts (particularly kits),

do not use hard coded stocking types. Instead, create your
own stocking type and enter a M or P in the second
description.

Do not enter a stocking type with a second description line

of K (kit). Kit is used to process sales order items.

G/L Class A user defined code that controls which general ledger
accounts receive the monetary amount of inventory
transactions for this item.

You might need to set up an additional G/L class code for

parts inventory if you use the Inventory Management
system for other applications, such as manufacturing.

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Equipment-Plant Maintenance

A code that controls how the system transacts lines on a

Line Type transaction. The line type does the following:
• Controls which system the transaction interfaces with,
such as General Ledger, Inventory, Accounts Payable,
and so on.
• Specifies conditions under which the system prints a
line on reports and includes a line in calculations.
You should choose a line type according to the stocking
method for the part. For example, if you are creating a
master for a pseudo nonstock item (one that you don’t
want to keep a physical on-hand quantity, but that you still
want to track as an inventory item) choose a line type that
interfaces with inventory.
Line type N has special logic that the system uses to
process parts that are truly nonstock and for which you do
not maintain inventory master information.

To use parts planning functions in Equipment/Plant Maintenance, you must enter

a value in at least one of the following fields for each part, as follows:

• Planner Number
• Buyer Number
• Master Planning Family
The Planner Number and Buyer Number fields are located on the Item Master
form, as well as the Item/Branch Plant Information form. The Master Planning
Family field is located on the Category Codes form and is discussed later in this
appendix.

Planner Number The address number of the material planner for a part.

You must enter a planner number to be able to run parts

inquiries and searches by planner.

Buyer Number The address number of the person responsible for setting
up and maintaining the correct stocking levels for inventory
parts.

You must enter a buyer number to be able to run parts

inquiries and searches by buyer.

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 Appendix A: Inventory Concepts and Setup

Item/Branch Plant Information Form

You must enter a value in the Supplier field on the Item/Branch Plant Information
form for each part. You can access this form either from Work With Item Master
or Work With Item Branch.

Supplier The address number of the preferred provider of this item

at this branch or plant.

J.D. Edwards recommends that you enter a supplier for

each branch or plant.

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Equipment-Plant Maintenance

Additional System Information Form

From the Work With Item Master form in the Inventory Management system, you
can access the Additional System Information form. You must complete the
following fields on this form to specify the rules by which the system plans for,
orders, and issues parts.

Order Policy Code A code that designates the rules for reordering in the
Requirements Planning system.

J.D. Edwards recommends that you enter a 1 in this field.

Issue Type Code A code that defines how each item in the bill of material is
issued from stock.

With the exception of floor stock items, such as small

hardware, fasteners, and so on, J.D. Edwards recommends
that you enter an I in this field to indicate a manual issue
for maintenance parts.

Planning Code A code that indicates how the system processes this item.

J.D. Edwards recommends that you enter a 2 in this field.

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 Appendix A: Inventory Concepts and Setup

Time Basis A code that identifies the time basis or rate to use for setup,
machine, or labor hours entered for any routing step.

J.D. Edwards recommends that Equipment/Plant

Maintenance users enter a U in this field.

Category Codes Form

To aid in parts planning and inquiry functions, you can assign each part to a master
planning family. If you did not enter a planner number or a buyer number on
either Item Master Revisions or Item/Branch Plant Information, you must enter a
value for the master planning family.

Master Planning Family A code under which you can organize logically-related
parts. For example, you can organize parts by type, location,
machine, and so on.

About Inventory Setup

The following Inventory Management setup tasks have special implications for
Equipment/Plant Maintenance users:

• Setting up branch or plant constants

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Equipment-Plant Maintenance

• Setting up stocking type codes (user defined code, 41/I)

• Setting up line types
In addition to these tasks, setting up line types in the Purchase Management
system has special implications for Equipment/Plant Maintenance users.

Setting Up Branch/Plant Constants

When you set up constants for each branch or plant, you should enter values in the
following fields to ensure that inventory transactions create journal entries in the
general ledger. In addition, you can specify a description for inventory transactions.

Interface G/L (Y/N) Enter a Y to ensure that inventory transactions processed

through this branch or plant create general ledger entries.

General Ledger Depending on your reporting needs, you can specify the
Explanation description that appears on the second line of the general
ledger journal entry for inventory transactions:

• Enter a 1 for the item master description (part name)

• Enter a 2 for the primary item number (part number)

Write Units to Journal Depending on your reporting needs, you can specify that
Entries the system enters both amounts and units for inventory
transactions on the Account Ledger table (F0911).

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 Appendix A: Inventory Concepts and Setup

Setting Up Stocking Type Codes

When setting up stocking type codes do not use hard-coded stocking types.
Instead, create your own stocking type and enter a M or P in the second
description line. Do not enter a K (Kit). This code is reserved for sales order
processing.

Note: You can use the hard coded stocking types if you are actually using the parts
for their intended purpose.

Setting Up Line Types

Line types control how parts transactions interface with the General Ledger and
the Inventory Management system. Specifically, the line type that you assign to a
part is a code that does the following:

• Controls which of four systems with which the transaction interfaces, such
as General Ledger, Inventory Management, Accounts Receivable, and
Accounts Payable
• Specifies the conditions for printing a line on reports
• Specifies the conditions for including a line in calculations
You set up line types in the Procurement system. Depending on your planning and
reporting needs, you might need to set up an additional line type to differentiate
pseudo nonstock part transactions from genuine nonstock part transactions.

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Equipment-Plant Maintenance

Caution: You should be thoroughly familiar with order line types before you add
or modify them. Extreme damage to your system can occur if you do not set up
order line types with precision and logic.

See Also

• Setting Up Order Line Types in the Procurement Guide

The following fields on Line Type Constants Revisions have special significance
for Equipment/Plant Maintenance users.

G/L Interface An option that indicates whether the system reflects the
monetary or unit value of any activity containing this order
line type in the general ledger.

J.D. Edwards recommends that Equipment/Plant

Maintenance users turn on this option.

Inventory Interface A code that identifies the type of interface to the Inventory
Management system. Valid codes are:

Y - The system reflects the monetary or unit value of any

activity containing this line type in inventory. The system
edits the item you enter to ensure that it is a valid item.

A - The system recognizes the number entered as a G/L

account number. This code is used in purchasing only.

B - The system edits the item and the G/L account when
using format 4 in purchase order entry. The system
retrieves price data from the inventory tables, but the
system does not update the quantity on the purchase order.
This code is valid only when the Interface with G/L code is
set to Y (yes). Budget checking is fully functional with this
interface type.

D - The item in this line is an inventory item that will not

affect availability or quantities.

N - The item is not an inventory item.

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