EnterpriseOne Xe Equipment/Plant Maintenance … · Equipment/Plant Maintenance Menu Overview # "˙ # ) #" &

EnterpriseOne XeEquipment/Plant Maintenance PeopleBook

September 2000

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.

OneWorld Xe (09/00)

Table of Contents

Overviews 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . +#" $0

+##)1"#.2#3# $0

&4)3"3"# $0

"& $0

"5 $06

+#2, $06

2#"2"#"#"3"# $07

#3# $08

+#"9#"#" $0!

1"#.2#3#" $0$$

#+##" $0$$

1"#.2#3#/# $0$7

1"#.2#3#2

/ $0$%

1"#.2#3#, $0

2","#" $0

,"#" $0$

1"#.2#3"#3" $06

Equipment Information

Equipment Master Information 21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . )1"#+#")"#"+)#" 0

#1"#+#")"#" 0

1"#+#")"#"4, 06

2##'#"" 06

#"1"#3# 0!

#"5"1"#+)#" 0!

2

"#")&

#3#+)#":2$$; 0$

#"#+)#" 0$%

#"##"/# 0

#"##"4#"/# 0

2

"#")##:2%; 0

#"")"#"+)#" 0

#"2"#

Equipment/Plant Management

OneWorld Xe (09/00)

2

"#")1"#3

Table of Contents

OneWorld Xe (09/00)

PM Cycle

Preventive Maintenance Cycle 41. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2#"3"# 606

2#"3"#2

/ 607

(""#23 60!

#"23 60


OneWorld Xe (09/00)

&

""2#"##+#3# 70

&

""

Table of Contents

OneWorld Xe (09/00)

'""'""2#

B') 80

2

"#")+#

'):26$6; 80

>#"


OneWorld Xe (09/00)

##"?' !0!$

##"?(""#' !0!6

##"?(&'# !0!

2

"#")>'"":2$7; !0

##"?(&2)" !0

2

"#")?2)":2%; !0$

##"?#2#.< 0!

Table of Contents

OneWorld Xe (09/00)

?#"23+)#" 0%

?#"23 0%

#"23)3#"2")1"# 0$$

?#"


OneWorld Xe (09/00)

2

"#")1"#2#

11OneWorld Xe (09/00)To access English documentation updates, see

https://knowledge.jdedwards.com/JDEContent/documentationcbt/overview/about_documentation_updates.pdf

Overviews

1"#.2#3##

#"##

#)

1"#""#"###),"

#"

"#"""")#",##1"#"#

"#

")#",##1"#.2#3#

##

""#)#)

"9

+#"

1"#.2#3#"

Equipment Plant Management

12 OneWorld Xe (09/00)To access English documentation updates, see




Industry Overview

##"#"##1"#.2#3#"

,"

##"""#))#

,"

,"

))""##(

"#"#"1"#

#

"#"##"####1"#.2#

3#+"#"#"##","#"

"#"#

#"#+#

"

"#""#)9

+#"##)1"#.2#3#

+#"9#"#"

Industry Concepts for Equipment/Plant Management

A Need for Managing Maintenance

)

"""

###""#1"#

3#"##)""#

Scenario A

#"))"#,##"#)#""

"#"#"(#####E1"#"

-#B"B#":+;"#"#"#E-#"

###"#""###

",)#"#"""#"#

,##))##(#"##"#"F

#""###"#,"-#)"

)#"#""

"#))""()"")""&"#"

#)"G"#"##("#"

#(##")

"1"#"#

##",##"#)#"

"#BB"#)"#,##)##

=##"")"#9##"#""(

##")#"###")"####




(###"#")######

)",)"#="#,"#""#

#)"###")#"#

,#

Scenario B

F)#)""###"#""#

#"#""#"####,"#""#"#

#(##-#))""#

))#"()#"#"#""#

###

#"#)

1"##

"#"#""##""#"

#"#")#"##

#"#,))""#"#

,##,#,,#

1"##"##))",$7!

#,##"#"##"1"#+

"#""#,7#

",#,""F

#)#"##,

#)#",/1"#.#

"##")"##""##

,###)#"

Industry Problems

3#"#"1"#)""#":,"";##1"#

)"#=#)""#""1"#,(#""#

##"#""3)#"#1"#

)""#"###,#")##("#",#"

##"B"1"#)"#"#"

"))(")###(#"##""

"1"#####,"#"

",

##"-#"##))"")A

"###"##"

#""#

#)"#",##""##"#1"#

)""#"##"#)"#","

"###""#)

##"##,-#")#9

3"""C"#1"#,()""##

#"

")

"###"1"##

#"

3A""C1"#",""#'",1"#A"

#"B#""#"

Industry Overview



##,-#"E#"#

###(#"#"#"

"#

Preventive, Predictive, and Corrective Maintenance

2#""###1"#"("###

"#)"""C#"A"

,(2#""#,,"#)#

")"#")#":)A ;"#

"#

+"#",,

)##""A""##")"#

)1"#"##"#)"#,)#1"#

,(&H#""#,(I##"#"#&,(#"

"##,"""#""#?#"

(#""#"




?(##")/A

1"##,"#""##))#"#

,""#

?&",()#"#

)

)#""#""#"#"""C#"

"#?####,#"#

###"##",

'

)#"##,")##(""

#)1"#)""#"#,#"#(

")#")"##

"###"

#"##"#,

"#)"#""C#"(###"&

##""##"#,#(

'",#"#")#"#"#

#""#""##""#"+##"

#

#""##)#"#

"###"##"

Cost Management

"#)

"##"#")#"")#"

""9H3"###))J)E

)#"#)"J"#

"###"##"

)#)"#"##

"##$J"#""##

#" 8J"")"#,""#/#?,#K ,"

"

K7,"

""#")#""#I

:L"?'"*2)"#,"#33:#"C3"#

3##;#"3)#"*2#"$$9:

$%%;98;

"""C#"##(

)"

#,"##"##9

&"")#"#"#"#

#""#>#"(#"

"#")1"##,","#

#")#""))#"##

&""#""1"#2)"1"#

#####"1"##

"####")#"

5###""#"&"#

"")#"##,,#,#)

#"#,"#"#"

()"#,"""

Industry Overview



5""#"")#"###"""

####",

&,""###(#,##,#,

"))""""##("A##

"##2#2

##)#

,##"#+)#")

##

#"(#""#

)"#####(,##)

#

Idea to Action: The Competitive Advantage

)

"A)#","#1"#"#

#,"

#"###,##"##

"""###&

##

")#",,

)#")

"##")""#/

A""#"""#"

"##",,

#

&"#",)"#)"##""##")

##"

#"""",)

##"#"&

#")#"

#",##"#/A

")"""(#"##

#1"##")#"##

1#"#)#A##)#

#"#""####

"""#




F###"")#"))#"

")"#"#")"")#""B)"

)#+"#"#"#""

")#","BA"#"#,)#

F"#"(")#"")

",""#),#"1""##"

""#,#")(

")#"

Industry Overview



?#""##"

#"(")#")

#""##)1"#,

#F#23#

#1"#

####""

#

323##")#"

"#,##"

"#"##"#

3#""#"

"#

"##("")"

"#""#")#,)""

")1"#

&

"#"#

#"("#

,####

""1"##",

"#(#""C",#"#

"#")"#"#")""))#"#

#("##"##)"""C"#"

"#

",""#)("""###(

?"#(##)#

","#(F#

"#####

#"

#"()#("#"

#,""#,#,#",#("

1"#,#"

"##)#"

F"#")#"#,

##

",",

#(("#"

""#

",#)"#

#"#"""C"BA,

"(),#")#

#)#""##)#

1"#




3"#"

#

#""##"#)

#""#&

1"#

"#"#

##"",

"#"####"

"###""#"

("#,#

1"#"

"##""#,#)

#"""

#E"#&

##(##

"

#"##""

#(

##""

3"#"""C##(

,#"("

#3"#

##

")#","##""#

)"#

"#"#

!"

!#

!$"!

$

#

"""###F

##"#"##+#3#

2##3##2#")#"

,

"#"#,##"#"

"#(

+##""""C##","#""

"##+#""#,""

###")#"##

%

(

"#"##"

#")1"#F"

#"#

#(#"#""#

#,)#(#

#)#"#,##(#

1"#"""##")#"

##)")1"#"#")#""

")#"##"

"#"

##



Equipment/Plant Management Overview

F#"#)#)#1"#.2#3#

##

#)1"#""#"

"C#"9

2"

"

2"##"

("###)#"#"#(

System Integration

/1"#.2#3#"(###

###"C#"/A#>"

##"#"#(?#(

2

"###("#,(##

##"(#"#)

"9

/"A&

#

+#3#

2#

/3#

,

5#"#####"#

")#",#")1"##"#

1"###")#")")1"##

###")#""#&

#3##,:/$$;3

####

#")#"

#"##"##1"#")#"""##

##"C#""",#"

"

##"1"#")#"




&'""",)#)#"###"#

#"

)##1"#.2#3##""#

)

"#9

7B""

!B2

B2##3#

$B/3#

B'"#2"

6B3#"2"

6B+#52

"

6$B+#3#

6 B2#

F"##

)##("#

#""###")"#,"#




)

"""

####"##",##

1"#.2#3####

"#,,")",)##"#"

##A#)1"#.2#3#

Address Book

Accounts Payable

General Accounting

Job Cost

Payroll

Procurement Product Data Management

InventoryManagement

Shop Floor Management

Resource and CapacityPlanning

Material Planning

Work OrderProcessing

AAIs

AAIs

Fixed Assets

AAIs

Equipment/PlantManagement

BillingFeatures

MaintenanceFeatures

PlanningFeatures




() #("##&

5(

###"B#B#"

#",

")#"

*( #1"###":"","

"

##";#

###

F#

##"#""

"##

-,)1"###

##)#"##

##,"

+, F-,##

"#""

-#-,#"###

"#"##

(- F#1"###

2,#

1"####

2######"

##

1"#,)###

#,

- F2

##)

"9

#1"##"),"

"

),

"#"##"

""1"#

,#("")",

#"#

.( /"A&

###,"#

1"#.2#3##)

"9

&

#3##,:/$$;B#1"##

")#"

&

##,:/$;B#

1"##,")#"

1"#.2#3###"

#""##")#/"A&

##




/! F#(###(

##"#"1"#

"##""#"

F###"##""##"

:#";##(#

"#"",

#1"#

F#+#3####

)

"9

(#("#)"#

##"##(

- F#"#)#(

#"#)#"#"

)#""#"1"#.2#3#

&"#1"#,"

####"

#"#)

#,#)

"9

,#

>

1"#

Equipment/Plant Management Features

"#)#)#1"#.2#3##

"##1"#"#""#)/

A####)

"9

#)1"#")#"

(1"####

"1"###"

#"

(#"#"#)")1"###

##","#"""C1"##"

"#"##""#",#"#"

"#

"#"##""#""##",

3"#"#"##")1"#

2#")1"#B##"




Equipment Information and Search

)

"#,",)##)")#"##

"1"#.2#3###"C#(#

",""#"##)1"#

-

")1"#"#)##

#+#,#)#"

)1"#

,"#"")

1"#"###""##"

1"#/A)#"",

##

"#)#""

,#)#)#""

?###""#

#"##F#(#"#)

")1"#E""##)"#

####7)

#"")")A

"#,1"#

,"

$ F"#")1"#,

)#)

"9

1"#,

?"#,

",

0 F)#(1"#,"#

"#"##""")")

#"1"###"##"

-,"##1"#,#-,"#

, F)"# ##

")

1"#)#"##"/

A)")1"#

,####-#"

-1"#

)#




!

F

"#"#")"

)

9

/"#

1"###

1"#

#

/A#1"####

#")1"##)

"9

#,

("

&",

0

F#(""#")#"

)")1"#"")")

"#1"##-,"####"

"))#""#"#"

! F"

##

,#

")1"##

#"#

)

"9

2"#

"#

2,#

F#"#"(,#")

1"#

Equipment Location Tracking

F###",""#("##)1"#

F#)

"9

'"#"#("")#"

)")1"#

"#1"#)#"#"

Detailed Equipment Cost Accounting

F)"##)#)1"####

"1#"#E#"##

F"###"C#"##"




Reporting

1"#.2#3#""#""#)###

))"")1"#

F

#"C##)"#E#""")#

))"

#)"##"1"#)

"

A#""#")#)"#",9

(#

(##"

3"#

1"#2#




Equipment/Plant Management Process Flow

)

"""

###))#"#

"#"1"#.2#3#9

Create Equipment Master

Create PreventiveMaintenance Schedule

Generate PreventiveMaintenance Work Order

Add CorrectiveMaintenance Work Order

Work with PartsInventory

Perform MaintenancePlanning

Work with LaborResources

Review Work OrderHistory

Close Work OrderPerformMaintenance




Equipment/Plant Management Tables

Primary Tables and Descriptions

(".1231# #,"")#",#")1"#

#)

"9

1"#,

"#"

"

#

(()

".1232#

###,#"#)

1"##

04

".1235#

##"")#")")1"#

""#)

"9

1"#,




Secondary Tables and Descriptions

6:

6".33393#

###,")#"

1"#.2#3##)

"

##,9

&3B&

#3#

B(

6:

:4".33391#

###)##,

6:

".33392#

###""##"

)#,#1"#(

6:4

".121;#

###"1"#")#"

1"#"C"###

")#"

6,

4".121




$,

,".1=91#

3"#"#,"####"

"1"#,"

"##

##)1"##

()1"#

".1=9=#

)"#""#"

,

")##(

-->".1=511# 3"#"")#",#-#23,"#

)")1"#

/!

4".58332#

##)#A#

"#"#(

/!-0

".=111#

3"#"")#",####")"(

/!

".=112#

3"#"")#",##,###

")"(

/!

".5832#

#"#"#A##"###

)""#)""#"

)'1#/"""#"

/!6

(".582;#

3"#"")#",##)

##

#"(#

/!(

".5827#

3"#"-###)("#

(#

)

".=332#

#")#",####)

")"#)"#

".=33=# ##""##",,#)")"

#)"#

.4".=5;3# ##)#####3#"'1"#

2":3'2;)#"

:(

,".12332#

3"#")##")#",

###

::

,".1233=#

3"#")#")#",

##

#)

"#",(




?:,

".333




Equipment/Plant Maintenance Menu Overview

#"#)#""C"

##")1)&

1"#.2#3"#)#

1"#.2#3#:>$ ;

User Defined Codes G1342

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

Equipment Information



Equipment Master Information

1"##")#""#"#

"#"##1"#

"#")1"##F#

1"##)")1"#"#1"#

##,"#,"")#",#")1"##

)

"9

+#")"#",

"#"

#

"

#




How Does the System Use Equipment Master Information?

3#")#",#1"#"##

#""#"##"#)#"1"#.2#

3##,"#")#",#1"#

"#)

"#"9

)1"#"#")"#"")#"

#1"#"#")"#"

1"#"#")"#",

2###""

#""C,

Types of Equipment Identification Information

1"#"#")"#""#)#)

")#)")#"9

1"##

##

")"#"#

3

##E#)#"1"#)

#""##(""####

1"##)")1"#F"

##

#)#)"1"#"##

Equipment Master

1"##""#)##")#"##

")"")1"#1"#"###"

,"

"#""###1"#

#)")1"#"#

+1"#.2#3"##1"####

)

"9

#1"#)"#

"

##.##""#(#,#

1"#"#



23)#####"##,####

)

Supplemental Data

F###")#"##""###

"C#",#"#"#1"####"

#")"F#A#)###

###)""")#")"#

##"C#,""#,"#")"#"

Specification Data

F")"#"###(##"")#"#

"#1"##/A"###

###"))"#"

Message Logs

?

#"#")#"##"#"

,#")1"#F

"#

"#1"##

##"#,F###"(#

#"#B

###"

#")"#

"#,"#"

"##)")#"####"#"

1"#

##)")#"?1"#

##)

"9

4#")#""##(

'##"#




Equipment Identification Numbers

F##("),#"#")1"###

#9

1"#,

?"#,

",

1"##"##"

#,F

#"#",F#)"")#,"

#",)"#")"1"#"#&

"#")"#",##

"#")1"##1"#

##,"1###"#

Parent and Component Relationships

F####""#")

1"#/A##")#""#")

,""#)#1"#)"##"#,

""#",##)#1"#/

A#""#""#,##),)#

""#)"#

#"#"#

,##)#"

##

F#,"#7"")##

#""#

"#,"#"#

"#"""#")##(#A

1"#

,"



)

"""

###"#"",##

#1"#9

Parent of Air Conditioner

Building

Air Conditioner

Filter Compressor

Fan

Motor

Component of Building

Parent of Filters, Compressor, and Fan

Component of Air

Parent of Motor

Component of Fan

Conditioner

Component of AirConditioner

Component of AirConditioner



Creating an Equipment Master

1"##"),"")#",#")

1"#"#"#""#"#")"#",+"#"#

1"##"#")#"#"

")#""#)#",##1"#E#"##

#"

"##F##1"##)")

1"########

F#

##)#1"#")#")")

1"#

/A##")"#"

")#"

")#",#"#"

1"##")#""#"#&

#3##,:/$$;

#

#"#,#"1##)##")

")1"#

#"1"##"#)#)

"#(9

#","1"#")#"

#"#")#"

#"")"#"")#"

#""#"")#"

See Also

)")#",#"##

")1"#

)")#",###"#)#)#

Entering Basic Equipment Information

#1"##)"##,","")#"

,##1"##)

"9

+#")"#",

"#"




"

#

","

##("),

#"#")1"####/A"))#,

)"#)#1"#""))#"

"#)#"#")1"#,1"#,

"#"##)#1"#,",

B

""#,

#,"1"#")#"####"

"#

)#")#"####)

"9

5")#"

#

"#"")#"

&'+)1"#.2#3"#"##/"A&

###

##

###,1"#.2#3"#

)1##)"#$##""#")

#(#"1"#)#"#"#"23

F)#)"#$#"#

1"##)1"#"#F

#3"#####)#)

###"##

"1"#

5"1"#")#""#)#1"##"#"#

&

#3##,:/$$;

#","1"#")#""#)#)

"9

#""#")"#"")#"

#"#"")#"

&

""##1"#

See Also

"# !"

4

/#1"#+)#":>$ $$;1"#3#

$ ("#&

#"(

&

#3#'""




&

#3#'""##)

")"9

"#"

'",5?

,

#&1"

##)

"#")"9

?"#4,

"4,

2#4,

##

6 ##)

"#""#)""(L9

+#4,

&)#"(L##",(&

#3#'""

)

#,)#1"#####

"#)

")"9




! #)#1"#)#'

&

#3#+)#"#"#"+)#"

"#"+)#"")#)##,)#

)

"#","

"B#)""(L9

'

F##)#)#")"""#")#

"#)")#"

&)##1"#)###"")#"

##A)""")#"

4

/#1"#+)#":>$ $$;1"#3#

$ ("#&

######")1"#

#$

##)#'&

#




$ $$;1"#3#

$ ("#&

######")1"#

#$

##)#'&

#3#+)

##$B




&

#3#B#'""#)#)"#

"##")1"#

6 /#/&"#"+)#"

7 &"#"&

#+)#"#)#)

")"#

""#"#9

#$

#

#




8 #)#)

")"#)#"#")#1"#

"(L9

'(

4?

/""3#

##.2"

A#"#

+##A"#

. $

#"#")"")""C#")#"#

#A"#"#

###,:/$;#"#")

#"#"####,##"

"###"

4#9F))#

###"#""##"F

#)##"#"

!%$$$$$$$$$$$$$ $$$$$$$$$$$$$$

##,)##

#)#)#4,

)"##.##""

'",5? &")"##"#")"##"#

"#","

)"###(#/

A,"

"#"#,#"

-,-#(#,#

F

","

"##"")"A

#))",""#

#"/A##"#)

#,#",,

,"

"###(1"#,",

##

"#)#")"#)#"

,"

"#)"#"#

4#9##-,,)-#"

")##"#&&+#,

!%$$$$$$$$$$$$$ $$$$$$$$$$$$$$

+)##

##"#"

,"

"###)#)#",

,"

"##",,"

"#

,#,"#F##

)#,"

"##/"A&

###)




. $

, &)"##"#")"#"#

F)#)

")#)#

,9

##,:,"

"#,-#,"")A",)#;

">."##

#&1" #1"#1"#+)

/"A&

####"

###"###"#")#

1"#+)#####

"#")#####1"

###"#"##"#"

"@)

?"#4, #"#")"#"##

"#

#""#,#"#

1"#F#""#,

#$B#F#1"#"#

,#"#")1"#1"#"#

,#,"1

"4, &7B#",##

##

#"#")"#",F"#

#",##(

#,#)#E"

,F#1"#",#

"#")

#",####

,"1




. $

2#4, &"#")"#")

####"

)#)

")#9

$ &

#,:#B

"B""#

"#,;

?"#,:$B#")";

",:7B#"

)";

#

#,F"#,

",#)#"#")

#

+)#""##)"#)"###

""###"#":)#;

)###")")#)##

#)#&"#:.M;"#)"#

"#")#")"""#"

#,)#

"F

""##

#

,)##/"A&

####

)

!%$$$$$$$$$$$$$ $$$$$$$$$$$$$$

&,##"#")"#""##

#"

#.##""/A

#####,#+)

#")",(###

#E

""#")"#",+)##

,##""#

##"

"#

##

## &)":$.;##"#")"#1"#

"##)

#",

"

!%$$$$$$$$$$$$$ $$$$$$$$$$$$$$

###"#")"

#&

#"#")#

#

+#4, &,####

"#"#+#,"

##""#,)#

/

(#"#,"#

!%$$$$$$$$$$$$$ $$$$$$$$$$$$$$

"",

""#+#3#

###"#")"1"#"##"#

#"#####"

#")

1"#/A#,"#")

##)""#""#""

,"#")##"##"

#"#"#"")1"#"#

,"")#"""#"##

+#3#




. $

&

#4, &0""#,##"1"#")"

#

' &)"##"#")"#"#

F)#)

")#)#

,9

##,:,"

"#,-#,"")A",)#;

">."##




. $

""+#D# "",)"#)

#+)

#

#)"1#"#":#

;")#""1#"#/

A")$))""#

#"#"#""1#"#)$

")))""-##

#1#"##)###,"

-##

##(

#",(

1#"##

+##A

"#

#)"###A"#:+;#,

"""#"#"

4? &)4""#

#&)?""#

#"""#"#+

""##"#1""#")

#

/""3# &)":$./3;##"#)"A

#1"/A)"

#"#

##.2" &)":.;)###""

"

#",,"#"

A#"#

,)##A#"##"

##A"

See Also

&

#




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.


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.


3. Enter a 1 to default the cost account information from the parent asset when adding children assets.


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.


Export

1. Enter the transaction type for the export transaction. If left blank, 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

(

(

F("#+##"@":2% 7$;#

#

"#")#":2$$;

1"#.2#3##""#

#/"A&

##

"#

!"

Entering Supplemental Information

F#"#)#")#")")1"#

?#")#"#)##("##

1"#"#F#"#"#")#"

,)""####"")#""#)

###F)"###

/A"###")#")#

##"###",#"""

""#"#

)"###")#)#""

###(")#"@")#"#)

"9

, /###")##

")#"")"#

")#"")#

"#

#"")#""#"#

&

/###"#")##

)B)#A#

#"#")#")")1"#

1"(#"##"####"

")#"("###(("#

)##)":,;A##)"##"

)#,#+"#"

)##)#")#"

#A"#)###"

#"##)"1"###

#,)&

#3#:&3;




#"#")#""#)#)

"#(9

#"##")#

#"##"#")#

Before You Begin

####)#")#"

#'

Entering Supplemental Data in Code Format

###")##")#""

)"/A#))#""""#

)"#"##"#"#

"#)###)"##1"##

#"

"#"#")")"#,"#

#,##")#)"#,

""#

"#)"#,"#

#,/A

######)"

"##")")"#"#/#

##

"##)")"#"#"#)"#,

)"#,"#"#

)#""#"#)"

C#+)######"###"#""#

)"#,

4

/###:>$ $;##

$ ("####""#)"#

##)")1"###)

")""##

1"#,)#")1"#"(/"9

##,

)#")"##'"#")#>"

4"L$##,#)"#"

)"&

#+#")"#")#&

#3##,'

)1"######1"#

,

#)#######

##"(#




#####")##""##

3)"

>"#"###"#)")#"

###"##"#")#)"(L

6 #"#"#"")#",####

)####("###

###)#'

#"3",-#

. $

##,

####,))

####""))#"#

####)"#/

A#:;##,

#"######("#"

")#"#"-,("

##,""#

")###,

See Also

()"# !")")#",##"#"")#"




Entering Supplemental Data in Narrative Format

###"#")##)B)#A#

/A"#####)###"#

"#")#"##")#""1"#

#"

F#"##"#A"#)#"#

##,#)""#)##)":,;

("####"##)"

4

/###:>$ $;##

$ ("####""#)"#

##)")1"###)

")""##

1"#,)#")1"#"(/"9

##,

)#")"##'"#")#>"

4"L$##,#)"#"

)"&

#+#")"#")#&

#3##,'

)1"######1"#

,

#)#####"##

###"(#

#####"#")##"4"#

#3)"




3",-#&)#/"#A#

6 ##"#")#"#*A"#)#

/"

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.


,

1"####,)&

#

3#

Entering Specification Information

?")"#"#####"")#")")1"#

/A"##")"#"####

")#")#1"#E##)#E

")"#"#




)

"""

##,#"###"")#"

#1"#

AC Motor

Frame 120

H.P. 1 1/2 Type PEB15

Cycles 60 Volts 240

RPM 3450 Phase 3

Amps 3.0

Serial # 1105A768479

Equipment name plate

Machinery Manual

Specifications Sheet

$ "######")

1"##)#"")#"

,##1"##)

"9

3,

21"#

3)##




6 ")"#"#)#1"#

)#")"#"#"")"

")#",#")1"##

)

"9

#")#"##"

2

""

F)"#")"#"#####("""#"

##"###)##)"F##

")"#"#,####"

"###"#)"

#,

Before You Begin

#")"#"#)")"#"")#"##$

4

/###:>$ $;")"#"##

$ ("#")"#"###)

")""(

")"#"#'""9

&

#4,

24,




")"#"#'""#

"#)""(

L

)"###")"#

")"#"

')'""("#")"#"#

A"###1"#,)"##

#")"#"")#"

. $

&

#4, &0""#,##"1"#")"

#

24 ""#,"#"#")"#"#

")"#"#)":/$$8;#" )"

+)#"

)1"#

# )"#####"#"

#

#,"##)"

See Also

##

Entering Permit and License Information

#"#"")#"#"#"#")"#

)1"#F#(##"##"/

A#(#")"#"")#")1"#,"

"")#")1"######

"))#""#"#"




4

/#1"#+)#":>$ $$;2"#.




. $

'# "#","#""##

"##,)"

#

#")""""#F#"#

#"(#)",##"#



Working with Equipment Information

&)##1"##)"#)#(#

#")#",##1"#/A#

)

"9

)")"")1"#)#1"#

'""#)"#"1"#")#",#"

###

#"

,##1"#

##"##)1"#

(#"",##1"##1"#

(""#1"#")#""#)#)

"#(9

")1"#

'""#")#"

(""#

("1"###

(""###")#"

Searching for Equipment

F1"###")1"#/A")

##)")1"#,#E#("#"#")"#"

,##1"#,#"#"#")#

1"#1"#F##1"#

")#"##(1"####"#)

")1"#####"#"




)

"""

###"#",")

1"#)#)###

"#)

1"#9

Exit to:

Search for Equipment by:

Company

Equipment Status

Description

Responsible Business Unit

Location

Category Codes

Location Transfer

Parent History Inquiry

Search Like Equipment

Message Log

Cost Summary

Equipment Master

Location History

License Tracking

Work Order Backlog

Equipment Backlog

Supplemental Data

PM Schedule

Completed PM

Supplemental Data

)1"###"")""

1"#"""")1"#)"#

#)#

/A")#"#)

)E,(

#")#"(,##,(#

#1"#")#"#,"

1"###

##"#"###"#)"

4

/#1"#+)#":>$ $$;1"#




$ ("#&

#"(#"#,

#,"#")#)

")"9

(""#"

'5"

?"#




&

1"####"#""##"

#")#)

"#1"##)#"")1"#

"##"(#

&

#3#'"")#")1"#

. $

'5"

?"# &")"##"#")"##"#

"#","

)"###(#/

A,"

"#"#,#"

-,-#(#,#

F

","

"##"")"A

#))",""#

#"/A##"#)

#,#",,

,"

"###(1"#,",

##

"#)#")"#)#"

,"

"#)"#"#

4#9##-,,)-#"

")##"#&&+#,




. $

#"#")"")""C#")#"#

#A"#"#

###,:/$;#"#")

#"#"####,##"

"###"

4#9F))#

###"#""##"F

#)##"#"

"" #""###"

:#;#"##"

"##

#@"9

5#"#

#

)) #

#

"" #""###"

##

@"9

&

#

#

)#"

"##

)) "

##

+#4, &,####

"#"#+#,"

##""#,)#

/

(#"#,"#

See Also

*+"#!,+")#

"#")#"

Reviewing Supplemental Information

F""#)"#"1"#")#",#"

###/A

###

###)"#F""#)

1"#)

"

"####)"#F

##"#""###)")#"####"F

""#)#"#"")#",###

##

"#"""")1"#/A

"")#")

#####

"#

#"#

'""#")#""#)#)

"#(9

'""#")#",##

'""#")#",

#




4

/###:>$ $;##+1"

,#

$ #+1",###)

")"9

#

""##")#"####"##)

"

#")""(/"9

))#"#

"))#"#

("#?

. $

# #

"#####

#,#"

))#"# ))#"#""

+#,

))#"#"#))#"#

))#"##A#))#"##"

"#

"))#"# #"#"###"#,,

"#"#"###"#

")"""

###

#+#,))#"#"#

))#"#))#"##A#))#"

##""#

4

/###:>$ $;##+1"

,&

#

$ #+1",&

###)

")"9

1"#4,

""##")#"####"##)

"

#")""(/"9

5""#

"#

2#4,




. $

#"#")"###"

"#

#)

#F#

""#####"##

#,#"#

##""##"F)"

")""C#"#"##"

F,#

)"#""#

4#9?))#

###"#""##":&&+;F

##"##"




4

/#1"#+)#":>$ $$;1"#3




3




. $

"(3.= #"""#"#

"##""

,#

#+)#")"##?#

3




6 ###

##")1"###

)

")""(L9

&

#

F#")#",##

,)##"#

##")1"#

See Also

#

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 ____________

Tracking Equipment Status

F"#"#)")1"#,#####

,

"#"#",("#,""

"

)#"#""#"#)#"###




#"##)#"##")1"#,"#

#"

("###="#""#"######

,

"#")1"#"#)

"9

"#":")",;,""#")##

#

"##

##

"#"#)#"##

")#"#"###")###))#

##"#"###)")"

#")

)#"###")

)#1"#

'(####)#1"#

/("###="#

#"&")"

#"##",#1"#)"""

"

)"#1"##""#

)#E")"#"C"#))#"

)

"#)#"")1"#

2

"#"

#"A"#"()##

#(###'()"))#""

("1"###"#)#)

"#(9

'""###"#)1"#

("#",#)")1"#

4

/#1"#+)#":>$ $$;##="#

("###="###)

")""(/"9

1"#4,

&"#)##

"##")1"#)"#

"#"###

4

/#1"#+)#":>$ $$;##="#




$ ("###="###)

")""(/"9

1"#4,

#"&"&")#/

#"&"##)

")""(L9

##))#"#

"))#"#

1"##"##

#",#)")#")1"#

. $

##))#"# #"

"###"#,

,#"##)"#

##"####")"

#/A####

#"#")""#""#)

,))#""#,))#"#

"#))#"#))#"##A

#))#"#

"))#"# #"#"###"#,,

"#"#"###"#

")"""

###

#+#,))#"#"#

))#"#))#"##A#))#"

##""#




. $

1"##"

##

&)":$.;##"#")"#1"#

"##)

#",

"

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

&)##,"###"""#1"##

"

##)")"")1"#F

#(#7)##"")#"#")

1"#'"##")#"###

)

"9

'#1"######

(

###,

"####

#"")"#,

"

(""##.#")#""#)#)

"#(9

'""##"#

(""#1"##

Reviewing Parent and Component History

?2#="#+1"#"##"#F

#,###"##"

#"




#)#

#"#)#?

#)"#""######)",(#

"##""#)##

4

/#1"#+)#":>$ $$;2#="#+1"

$ ("#2#="###)

")""(/"9

&

#4,

##"##)#"#2#

/##/#)#@"

Working with Equipment Components

F("#1"###""#7

)#")#")#")1"#""

#"))A1"#

,"#""

&)###""#""##""#

#+"#""##")#")"""

##1)##




(""##1"##"#)#)

"#(9

'""1"##

'""##")#")#

"#1)#

4

/#1"#+)#":>$ $$;1"#.#

'#"

$ ("#1"####)

")"

"(/"9

&

#4,

""##)#####)

")"9

"




&

#3#'""##)

")""(L9

2#4,

6 2####)

")""(L9

))#"#




4

/#1"#+)#":>$ $$;1"#.#

'#"

$ ("#1"####)

")"

"(/"9

&

#4,

/#/1

1##)

")")#

#1)"###"(L9

"1




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

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) ____________



Working with Equipment Locations

F1"##"")#"#""#

1"#""

F#1"##"")#"

)##"()

"#"#"

/A#)

"9

'1"##")-,,"

"###

##"##")"")1"#)

1"#

'#1"#)#"#"#"#"#

"##"#("

'""#"##"#("")#"

'1"##"#)1

&

"##A#"#1"##"##"

(""#1"##""#)#)

"#(9

#"#"")#"

'""#"")#"

Entering Location Information

F#1"##"")#""####(

1"##""

#)1"#)-,"#

,"

"###+)#"1#"#")1"#"#

))"#)

"9

'#1#"#")#1"#"####

#"

'#1#"#")#1"#"##"#")

###"




###"")#")")1"###

##"

##)

")""#&

#3##,:/$$;9

1"###




)#/##")#")#

1"#E##"

&'+)##")#")#),)A#"

##)")#")###""

,"##

#"

6 +#)#")#)##)

"1")"9




. $




. $

)4, &,##"#")"#))

#

)

#F

"#",#

#)+)#")",(

)#"#)##

"##)

,)4A#4,

Related Tasks

$

F##"")#"#)1

##")1"#)#"

"###"+)##

/




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 childs field with the parents field when transferring the parent..

1. Update childs Rate Code ____________

2. Update childs Billing Amount ____________

Defaults

Enter the Default values for the following fields.

1. Location Code ____________

2. Location ____________

Revising Location Information

F




Before You Begin

@")###1"##",""#"##

#&)")#",#"




. $




. $

)" /1"#




. $

5"

?"# &")"##"#")"##"#

"#","

)"###(#/

A,"

"#"#,#"

-,-#(#,#

F

","

"##"")"A

#))",""#

#"/A##"#)

#,#",,

,"

"###(1"#,",

##

"#)#")"#)#"

,"

"#)"#"#

4#9##-,,)-#"

")##"#&&+#,

,-# #")###)##

""")##:)A,#"

1"#;"#,#"/A"""

,"##""#",

4#9+)")A",#)##

,-##"##8""#

##

8""#/A#"678"

###"678,")#678

####,(#)"

8B""#,-#

,"" &,"""),-##,""#

"#")##"#""#

),-##

, #"#")"#"A""#"#"

#&,,1"#

"#,

,(,+)#

,#")#,#

, &)":.;##""##

,)"#"#")#,##

#),"#"#?)"

)#")#"#"#

##)"#""""#

B)"/A9

& &")"#"#

4 4")""#-#")C)"

&")""#-#"),()"




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.

1. Update ____________

Maintenance Costing



Maintenance Costing

5#1"#.2#3##""##"##

>"###(#)1"#

"##"#"#)1"####

"#")"###")"#1"#,#)"A

#:/N

;)#"###"#""##":&&+;/N

)#"#)

"9

3"###(#

"#"##

()1"#,#

!

#"A##(#

"#"#

#"#1"#)""

#")"#"

$

1"###(##

,")1"#

6 ##"#"##("#"

##

"#"##")

1"#

##"#"#"#"#/N)

###)"##"

#"

#"##)1"####

#"#(#1"###

####-#"),"

##""#

"

,

2

+#3#

2#

(3#




)

""##)-#"##))#1"#

###"

"#1"#9

Accounts Payable Payroll Inventory

Equipment Billing Statistical Accounts

Time Entry External Source

Location Billing Meter ReadingsPost to GeneralLedger Account

Balances(F0902)

ReviseUnposted

EntriesPost

Fixed Assetsand

EquipmentAccountBalances(F1202)

KM

&)####-#")#1"#####

###"####1"#

#-#"######

5#,:/%;##1"#####

&

##,:/$;F

#-#"#

1"######-#"#

1"####"##

&)##-#"#####

"#""#)#



3"##""#)#)

"#(9

(""##

&"##(

'"""##



Working with the General Ledger

F"1"#-#"##,###

,###,##1"#/A"##

#"-#"###

)#

1"#

")#"1"#,""F("#

>.




4#9#"#"#)##""##"#

####")#"##,##

##)

"9

>..

/#2#">.




. $

= #>..




See Also

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 Details (P4310) to call when the form exit is selected. Leave blank (default) to call version ZJDE0006.

Version ____________

Splitting Unposted Journal Entries

F"#-#"###",)###

1"#F"#"##-#"#,

"")#"")1"#""#",###,#

#"#"C"#

/A"")#,"#",#"#)

##

#>.$$;'"?#

#"

$ ("#?##"##")"-#

#)#)""##")#)"(

/"




#)#-##"#)#

'

"####)

")"9

&

#4,

40'(A#"

6 ##)

"#")""(L9

?"#

See Also

-.)#

"#")#"

Printing the Journal Entries Report

/#2#">.$$;?#

/"A&

##"

F"##?#/"A&

##"##""#)

##"##,###,###1"#

/N)#"#&&+"#")"#,"""

)

######1"#?#/"A&

#

#"#""#")'"?##"




+)#-####"1"#,#/-

##F#1"##)#1"####1"#,#

#-#

See Also

-012304!,+'"#-")#

Posting G/L Journal Entries to Equipment

&)#")#")#""##1"#-#"

####"##&

##,:/$;&

-

#"##"#"#/N)#"#&&+#,##

#&

##,###1"#.2#3#

#"####"

2#">.$$;2#>...




Verifying the Post Process

&)###

"####2#?#/"A

&

##"#F"#"##")##)##

#""#

-#"#####

+####"

##"#"##

"#3

"#9

(

,

"

""######

#

#"#",)#

##"+)###)"

)1"#,)###

###"

###)

"

"#9

1"#,",("#

..




See Also

5"6&.!,+"#!,+")#

"#")#"



Reviewing Maintenance Costs

"#B##"#""C#"

""#"B#B#B#B##B#B##,)

"""")1"#F#)

"9

'",

,)")"")1"#

'"#""C#,")#"

"1"##,"#""#

"##

'""##,-,

'"""##"#)#)

"#(9

'""1"##

'""#,##

'""#,"

'""#",##+1"

'""(#

F""##"#,##"

",####"

#",-##

","##"#"

,""#,"""#####""#

, #",-#####"

##)#A)##

"#)

"9




&"",""####

,""")##F"#

(#")##"#""#)

#"##A)""

#)

"9

2#""#

"

#""

3""

'""##,"

"#")###")"#

)"

See Also

5"6&.)")#",##A

"#1"#

Reviewing Equipment Costs

###1"#"#"#"

"C#"""#"B#B#B#B##B#B#

#,)"""")1"#F#

)

"9

'",

,)")"")1"#

'"#""C#,")#"

F"1"##"#,##"

"#A,####"

#"

,-##5""#,###)""

#"),"

#/A"#)

"9

&1""#"#

"#"#

3"#A

#"A




"#,"##"#"

,""#,"""#####""#/

A"###),F#"

##(,#)"))##)"#""#

""#"""""#"#

,##

@"#,"#

#)

"9

&

"#)#"")1"#

,""##"#

"#"##"#)"

,-##,##"")"##"

"

F

"#"#

")#)#)

"9




7 ##)

"#")"9

?"#.?"##

#".

,

,

F

"#"###")"##")#

###")"

"#)#

##

""#

"#"

8 ")##""()#)

"#"

"(/"9

#,:,"";

#,:,-#;

! "####")"""#,

##&

#




. $




. $

?"#.?"## ##"###"

###"#""#F##"#""##

#(1"#")#")")1"#

@"9

4 "#""#)#

F "##"#""#

##"#""#)")#"

#"##"#"

"##"

& "##"#""###

""#)#"##"#""#

)")#"#"#/3&

##"#""##"

5 "##"#""#"

##"#""#)")#"

#"#/35##"#"

"##"1"##

#,")

"1"##,"#

"###)"##"##

,)"####)##

")1"#""#

,)###"",#

##"#"##)#

#". ##"#)#)

"9

4"C#"

,-##)"C#"

1",,-#

' ,""#)"C#"

1",,""

#"C#",#"

"+##",-##

1",,-##"

"")/"A&

#1"

,,""#""'""

)1"#3#

4#9+)"####")

#"##"C+)

""""###

"C

See Also

-+"#!,+")")#"#

"#")#"




Reviewing Shop Costs by Cost Account

##:,-##;##)#"

#,###)""#"),"

#/

A#"""##),##"

"#,#####)#)

#),"

"#

F"

#"##,)

#,##")#"F

##"#,###)###

&"#"

"#")#")"""#

4

/##+1""'#:>$ $;5#

$ "5.




! "(###"5.




. $




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

'"#,"#"#)#"

"'":,""";#,""")##

F"#(#")##"#""#)

##/A)#"##,

"###""###

"#"#"

"&"#"

"#")#")"""

#




F

"#"#")##)")#"####

/A"#)

"#)")#"9

#"#1#"#"

5##"#1#"#"

4

/##+1""'#:>$ $;5'"

$ ("#,##+1"B5"##)

")"9

,4,

")##"")"##"##

&"#"#"#,#)#)

"#"#

#"9

+#"

#"

2"

)#""##")#"###)#

)

"#")""(/"9

2".#




. $

,4, &")"##"#")"##"#

"#","

)"###(#/

A,"

"#"#,#"

-,-#(#,#

F

","

"##"")"A

#))",""#

#"/A##"#)

#,#",,

,"

"###(1"#,",

##

"#)#")"#)#"

,"

"#)"#"#

4#9##-,,)-#"

")##"#&&+#,

!%$$$$$$$$$$$$$ $$$$$$$$$$$$$$

F##-#,"#,4,)"

""-#")#"

+#" ")"##)####"#)

@"9

#":B#B#;

+ +#"B#B#:-,B#B#;"##"

-##"

,#

"####

2 2":)"""B#B#;




. $

2".# "#)""#"#""#"#

#)"")"#

"#")##)")#

##,)$#$6/

A#$)"$)##

"##E)"#

##/A#$.$.%%)#)"#)

$$%%%




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




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




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

,##")A",""1")""

)

#")#"##-#-,F")"-,

")#"##"")"")#"

)#))#""

/A#)##"#)

"9

#"#1#"#"

""",##1#"#"

#"###1#"#"

2-#)"#1#"#"

2-##1#"#"

2#)#"")#")#

Before You Begin

#?,##+1"#.(#"#.("

4+6

/##+1""'#:>$ $;,##+1"

$ ,##+1"##)

")""(/"#

"

#)#-,

5"

?"#

@"

/#.2"

#.2"

")######""()##,

##"#)""(/"




-.(("#.(")")#",##"#)"##)#,

"")"")#",#####

)#)

"#")#'9

"#")#">"

#




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.




See Also

#.(#)")#")"""1""#.("

Reviewing Work Order Costs

F"""#)")#"##(#/

A"##"

(##,#

"

####

"#"#-###")#

,#"1"#

'""(#"#)#)

"#(9

'""(##"

'""(#)5(3#

'""(#,#

'""#,#(

'""#"##(#

Reviewing Work Order Transactions

'"(##"##(")"###"""(

?#,(#"

##

##"

"#"#(

F##"#""##,)##"##F

")##"##,##

Before You Begin

@")###:)"6.;#

4

/#1"#(:>$ $8;1"#(

#

$ ("##,(##)

")"9

4,




""##>.




#"#"#")#"#"(

###("#(

6 ("#()#/#

""#"")#",##(###

Reviewing Work Order Costs by Category Code

F"(###"C,(

#"""

))""###,)(

,##)(

##

"#"#




###"#")#()/A#

(###1"#)"

##"))##))""1#,"#"

#F#"(#,#

##

"#"##)(#

"#,)()#))"

4

/#1"#(:>$ $8;5(3#

$ ("#(#&")#

/

#&"##)

")""(/"9

#

#)

(#&"

)

#""#"5(3#1"#5(

Reviewing Costs by Parent Work Order

F1"("

(#

"#"##(

?("##,2#(#"####




###("#"""(

"C)

9

#"##

#

@",##"##

F"#,#&)#")#)

##("#"#)("#

-#

4

/#1"#(:>$ $8;2#(

+1"

$ ("##,2###)

")"

"(/"9

4,

"#)#"(##

(##")#'

("##,(

See Also

- '

Reviewing Estimated and Actual Work Order Amounts

?#"##@"#"C,#)

#"1#(+"#""#

)

"9

#,##(

+""###(

####(

&

"

##(#

,)#""

&")##"##"##F"

"#1#"#"#

&'"##)")"#"###

#"1##""#(




Before You Begin

"##)##"##

"###:)"6.+;

$

4

/#1"#(:>$ $8;#"##

@"

$ ("#5#@"##)

")"

"(/"9

4,

#)##","#

##")#+#



Adding Costs to Work Orders

F##("

##"#(

F######":-

#";"#,#)"#




'"""#"

2#""#"

##>..




3##"#

"#"")"

#

1"#.2#3#

See Also

+,+7#)")#",#

#(B#(#

4

/#(2

":>$ $!;(+#

+

$ ("#(+#+

##)

")"

"(/"##(9

#:4+"#;

###)"#)#)

"#"#

1#"#")#(#"#

+#+

'"""#"(#

'

)#"#####"(#"#

+#+

'""

+#+

'"""#)

")"9

+

3#")




+

#

#5




See Also

"##!")#

"#")#"


?

"$B

2#

###

##,)""#>.




See Also

5 5&)")#",#"(+#+

4

/#(2

":>$ $!;+#+

$ ("#+#+

"(

+#+

+#+

##)

")"9

5"

?"#

A#"0#"

##)

"#")"9

>.




7 /###)

"#")""(L9

?"#)30#"

,

#"0($

5"

?"#

A#

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




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

F""#"

)"##"###

F""#)#"")#",#"#"

,#"""-#")"#"

4

/#(2

":>$ $!;>.




Posting Inventory Issues to the G/L

/#(2

":>$ $!;2#+##>...




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

Documents

EnterpriseOne Xe Equipment/Plant Maintenance … · Equipment/Plant Maintenance Menu Overview # "˙ # ) #" &