enterpriseone xe equipment/plant maintenance … · equipment/plant maintenance menu overview # "˙...
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EnterpriseOne XeEquipment/Plant Maintenance PeopleBook
September 2000
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J.D. Edwards World Source Company
7601 Technology Way
Denver, CO 80237
Portions of this document were reproduced from material prepared by J.D. Edwards.
Copyright J.D. Edwards World Source Company, 2000
All Rights Reserved
SKU XeEAEP
J.D. Edwards is a registered trademark of J.D. Edwards & Company. The names of all other products and services of J.D. Edwards used herein are trademarks or registered trademarks of J.D. Edwards World Source Company.
All other product names used are trademarks or registered trademarks of their respective owners.
The information in this guide is confidential and a proprietary trade secret of J.D. Edwards World Source Company. It may not be copied, distributed, or disclosed without prior written permission. This guide is subject to change without notice and does not represent a commitment on the part of J.D. Edwards & Company and/or its subsidiaries. The software described in this guide is furnished under a license agreement and may be used or copied only in accordance with the terms of the agreement. J.D. Edwards World Source Company uses automatic software disabling routines to monitor the license agreement. For more details about these routines, please refer to the technical product documentation.
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OneWorld Xe (09/00)
Table of Contents
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Overviews
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Industry Overview
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Equipment/Plant Management Tables
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Equipment/Plant Maintenance Menu Overview
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Menu Overview Equipment/Plant Maintenance
Equipment Information G1311
Daily Processes
Supplemental Data G1318
Cost Inquiries and Reports G1312
Equipment Location Tracking G1314
Equipment/Plant Maintenance G1315
Maintenance Planning G1322
Periodic Processes
Equipment/Plant Management Setup G1341
Setup Processes
Advanced Operations G1331
Advanced and Technical Processes
Fixed Assets Global Updates G1231
Supplemental Data G1344
Equipment/Plant Management G13
Equipment Work Orders G1316
Material Planning G1323
Work Order Purge G3131
Work Order Processing G1317
Labor Planning G1324
Preventive Maintenance G1345
Work Order Setup G4841
Planning Setup G1346
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Equipment Information
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Equipment Master Information
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How Does the System Use Equipment Master Information?
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Edits
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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.
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Export
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Version ____________
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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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1. Asset Master (P1201) ____________
2. Location Inquiring (P12215) ____________
3. Backlog Management (P48201) ____________
4. Cost Summary (P122101) ____________
5. Parent History (P12212) ____________
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249OneWorld Xe (09/00)To access English documentation updates, see
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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
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1. Update childs Rate Code ____________
2. Update childs Billing Amount ____________
Defaults
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1. Location Code ____________
2. Location ____________
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Before You Begin
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257OneWorld Xe (09/00)To access English documentation updates, see
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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. Leave blank to allow Updates to all Locations.
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Equipment Plant Management
262 OneWorld Xe (09/00)To access English documentation updates, see
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Equipment Plant Management
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35OneWorld Xe (09/00)To access English documentation updates, see
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Update
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Versions
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319OneWorld Xe (09/00)To access English documentation updates, see
https://knowledge.jdedwards.com/JDEContent/documentationcbt/overview/about_documentation_updates.pdf
Reviewing Shop Costs by Cost Account
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321OneWorld Xe (09/00)To access English documentation updates, see
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Equipment Plant Management
322 OneWorld Xe (09/00)To access English documentation updates, see
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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
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
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https://knowledge.jdedwards.com/JDEContent/documentationcbt/overview/about_documentation_updates.pdf
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https://knowledge.jdedwards.com/JDEContent/documentationcbt/overview/about_documentation_updates.pdf
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https://knowledge.jdedwards.com/JDEContent/documentationcbt/overview/about_documentation_updates.pdf
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326 OneWorld Xe (09/00)To access English documentation updates, see
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account ranges.
Job Cost Restrict Ranges ____________
Display 2
1. AA Ledger
Enter 1 to display Actual Amount ____________
2. AU Ledger
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
-
Reviewing Maintenance Costs
327OneWorld Xe (09/00)To access English documentation updates, see
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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
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
-
Equipment Plant Management
328 OneWorld Xe (09/00)To access English documentation updates, see
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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.
Job Cost Select Button Choices ____________
Reviewing Shop Costs using Job Status Inquiry
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https://knowledge.jdedwards.com/JDEContent/documentationcbt/overview/about_documentation_updates.pdf
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Equipment Plant Management
330 OneWorld Xe (09/00)To access English documentation updates, see
https://knowledge.jdedwards.com/JDEContent/documentationcbt/overview/about_documentation_updates.pdf
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 32. 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.
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.
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Reviewing Maintenance Costs
331OneWorld Xe (09/00)To access English documentation updates, see
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See Also
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Equipment Plant Management
332 OneWorld Xe (09/00)To access English documentation updates, see
https://knowledge.jdedwards.com/JDEContent/documentationcbt/overview/about_documentation_updates.pdf
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Reviewing Maintenance Costs
333OneWorld Xe (09/00)To access English documentation updates, see
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334 OneWorld Xe (09/00)To access English documentation updates, see
https://knowledge.jdedwards.com/JDEContent/documentationcbt/overview/about_documentation_updates.pdf
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335OneWorld Xe (09/00)To access English documentation updates, see
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Equipment Plant Management
336 OneWorld Xe (09/00)To access English documentation updates, see
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Before You Begin
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Adding Costs to Work Orders
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Equipment Plant Management
338 OneWorld Xe (09/00)To access English documentation updates, see
https://knowledge.jdedwards.com/JDEContent/documentationcbt/overview/about_documentation_updates.pdf
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Adding Costs to Work Orders
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https://knowledge.jdedwards.com/JDEContent/documentationcbt/overview/about_documentation_updates.pdf
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https://knowledge.jdedwards.com/JDEContent/documentationcbt/overview/about_documentation_updates.pdf
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Adding Costs to Work Orders
341OneWorld Xe (09/00)To access English documentation updates, see
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See Also
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What You Should Know About Processing Options
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See Also
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https://knowledge.jdedwards.com/JDEContent/documentationcbt/overview/about_documentation_updates.pdf
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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
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
-
Equipment Plant Management
344 OneWorld Xe (09/00)To access English documentation updates, see
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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
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Adding Costs to Work Orders
345OneWorld Xe (09/00)To access English documentation updates, see
https://knowledge.jdedwards.com/JDEContent/documentationcbt/overview/about_documentation_updates.pdf
Posting Inventory Issues to the G/L
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Equipment Plant Management
346 OneWorld Xe (09/00)To access English documentation updates, see
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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