## Working with Maintenance Forecasts

This chapter provides an overview of maintenance planning and discusses how to:

- Update Preventive Maintenance (PM) projections.

- Revise PM information.

- Generate a parts plan.

- Work with parts detail messages.

- Review parts supply and demand.

- Review parent information for component parts.

- Revise parts cross-references.

- Work with labor plans.

- Review capacity load.

- Revise labor resources.

- Revise resource units for a work center.

### Understanding Maintenance Planning

Use maintenance planning to accurately forecast the parts and labor resources that are needed to complete the 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. 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 preventive maintenance projection, you can:

- Review information from the preventive maintenance 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.

- Review the maintenance plan within the resource assignments crew scheduling processes.

To use Maintenance Planning, you must have purchased and installed these systems:

- JD Edwards EnterpriseOne Product Data Management.

- JD Edwards EnterpriseOne Shop Floor Management.

- JD Edwards EnterpriseOne Resource & Capacity Planning.

- JD Edwards EnterpriseOne Material Planning.

- JD Edwards EnterpriseOne Inventory Base and Order Processing.

- JD Edwards EnterpriseOne Inventory Management.

- JD Edwards EnterpriseOne Procurement.

Check with the system administrator to verify which systems you have purchased and installed.

You should be familiar with these terms and concepts:

- PM projections

- Parts plans

- Labor plans

### Updating PM Projections

This section provides an overview of the Update PM Projections program, lists a prerequisite, and discusses how to:

- Set up processing options for the Update PM Projections program (R13411).

- Run the Update PM Projections program (R13411).

#### Understanding the Update PM Projections Program

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 File (F1201) and the Maintenance Schedule File (F1207), specifically the estimated occurrences value and the last completed date for each service type, to determine when a piece of equipment is due for maintenance. The system uses parts and labor resource information from the model work order to determine future parts and labor requirements. The system also uses information from the Maintenance Rules File (F1393) to determine if a crew schedule should be created, and determines the work order coding information when the work order is created by the PM Update Status program (R12807).

When you set processing options for the Update PM Projections program (R13411), use forecast types (34/DF) to distinguish projections. For example, 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:

- Short-term planning.

- Long-term planning.

- Area, such as production line 1, line 2, and so on.

- Planner.

This table describes the tables that the system updates when you run the Update PM Projections program:

Table | Description
Update PM Projections (F13411) | This table provides information for Work With PM Projections and Print PM Projection programs.
Forecast File (F3460) | The system uses values from this table to calculate parts and labor requirements for projected preventive maintenance.

Note. You must have purchased and installed the JD Edwards EnterpriseOne Material Planning system and the JD Edwards EnterpriseOne Resource & Capacity Planning system 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.

#### Prerequisite

Create model work orders for PM schedules.

See Creating Model Work Orders.

#### Setting Processing Options for the Update PM Projections Program (R13411)

Processing options enable you to specify the default processing for programs and reports.

Defaults

1. Schedule Pattern | Specify the schedule pattern that the system uses to retrieve schedule period information from the Maintenance Schedule Period (F48302) table. This information is used when creating PM projection information. This processing option works in conjunction with the Starting Period and Number of Periods to Project processing options. Note. This processing option is intended for use with the Maintenance Scheduling product. Entering a value in this processing option results in the system overriding the values entered in the From Date and Through Date processing options. If you leave this processing option blank, the system uses the values entered in the From Date and Through Date processing options when creating the PM projection information.
2. Starting Period | Specify the starting period. The system uses this period start date as the PM projection from date. The start date for the period specified overrides the From Date processing option. Values are: 1: Current period (default) 2: Next period 3: Following period Note. This processing option works in conjunction with the Schedule Pattern and Number of Periods to Project processing options. Schedule periods must exist in the Maintenance Schedule Periods (F48302) table for the schedule pattern specified in the processing option
3. Number of Periods to Project | Specify how many periods, including the period specified in the Starting Period processing option, that the system considers in determining the ending period. The system uses this period end date as the PM projection through date. The end date for the determined period overrides the Through Date processing option. Blank: 1 Period. Note. This processing option works in conjunction with the Schedule Pattern and Starting Period processing options. Schedule periods must exist in the Maintenance Schedule Periods (F48302) table for the schedule pattern specified in the processing option.
4. From Date | Specify the from date that the system uses to project PMs. Blank: System date.
5. Through Date | Specify the through date that the system uses to project PMs. Blank: System date.
6. Forecast Type | Enter a value from user-defined code (UDC) table 34/DF (Forecast Type) that specifies the forecast type to be used when creating PM projections.
7. Job Status Message Recipient | Specify the address book number of the recipient of job status messages that result from the Update PM Projections program (R13411). Blank: The system uses address book number of the current user.

#### Running the Update PM Projections Program (R13411)

Select Maintenance Planning (G1322), Update PM Projections.

### Revising PM Information

This section provides an overview of PM information and discusses how to revise PM projections.

#### Understanding PM Information

You can review detailed information about future preventive maintenance. For example, you can review:

- Projected dates for preventive maintenance.

- 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 that you enter.

You can use any of these types of information to limit the PM information that appears:

- Forecast type

- Schedule dates

- Service types

- Equipment location

- Equipment number

- Equipment category codes

When you run the PM projection, you can use the information that the system generates to help plan the maintenance activities. You specify the time period for which you want the system to forecast when equipment requires maintenance. The PM projection includes this information:

- All equipment that requires maintenance.

- Dates when the equipment requires maintenance.

- Parts and materials that are required for the maintenance.

- Estimated amount of time that is required to perform the maintenance.

- Work Order coding based on the Maintenance Rules File (F1393).

The Update PM Projections program uses information from the equipment masters and the preventive maintenance schedules for the equipment to update these tables:

Table | Description
PM Projections (F13411) | This table stores this information: Equipment numbers. Service types that are 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 File (F3460) | This table stores this information: Standard parts list and routing instructions from the model work order that is associated with a PM. Branch where parts are stocked. Requested date for maintenance. Forecast type. Document type.

#### Forms Used to Revise PM Projections

Form Name | FormID | Navigation | Usage
Work With PM Projections | W13011A | Maintenance Planning (G1322), PM Projections | Locate information about projected PM.
Work With Forecasts | W3460B | MPS Daily Operations (G3412), Enter/Change Detail Forecast. | Locate forecast information.
Detail Forecast Revisions | W3460A | Select or add a record on the Work With Forecasts form. | Revise PM projections. Add or delete a parts forecast. Enter descriptive text for the forecast. When you revise forecast information, the changes affect only the Forecast File table (F3460); they do not affect the PM Projections table (F13411).

#### Revising PM Projections

Access the Work With PM Projections form.

Forecast Type | Enter a value in UDC 34/DF (Forecast Type) that indicates one of these: The forecasting method used to calculate the numbers that appear for the item. The actual historical information for the item.

### Generating a Parts Plan

This section provides an overview of parts plans, lists a prerequisite, and discusses how to:

- Generate a parts plan.

- Set up processing options for the Message Summary program (P3401).

- Review parts by planning family.

#### Understanding 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 system to create purchase orders for parts that are currently not on hand but needed for the future.

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 that you have on hand with the parts that are needed for work orders. The system determines parts requirements for actual work orders, such as work orders that are generated for corrective maintenance and forecasted (planned) work orders.

Based on this comparison, the system determines the availability of the parts that are 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 these 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:

- Days: 14

- Weeks: 7

- Months: 4

When you review parts availability by time, the system uses the planning horizon as the basis for the parts projection information that appears.

When you use processing options for generating a parts plan:

- JD Edwards EnterpriseOne Plant and Equipment Management users set the Generation Mode field to 2 (gross regeneration).

- JD Edwards EnterpriseOne Plant and Equipment Maintenance users set the Generation Type field to 4 (MRP with or without MPS).

- JD Edwards EnterpriseOne Plant and Equipment Maintenance users select the default value, QT, in the UCD Type field. This UDC table contains all quantity types.

Every time that you generate a parts plan, the system deletes all of the previous messages regarding parts availability. The system also deletes all of the detail messages for the parts that you specify, except messages that you enter manually and messages that you direct the system to hold.

Note. 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 the Plan Generation program, the processing options appear before submitting the job for processing.

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 the maintenance tasks. The forms and messages include these types of information:

Form | 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 who are responsible for parts. For example, you can review messages pertaining to: 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: 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 availability by time | You can review the activity affecting the availability of an inventory part over a time period that you specify. You can review the activity in daily, weekly, or monthly increments. Activity that affects availability includes: Beginning available amounts. Supplies that are created by purchase orders. Demands that are created by maintenance work orders.
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.
Parts cross-reference | You can review parts 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.

#### Prerequisite

Verify that the workday calendar has been set up for the time period for which you want to generate the parts plan. If the parts planning requires order lead time, you must account for backward and forward scheduling to accommodate the lead time.

#### Form Used to Review a Parts Plan

Form Name | FormID | Navigation | Usage
Work with Message Summary | W3401D | Material Planning (G1323), Review Planning Family | Parts by planning family. When you select 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.

#### Generating a Parts Plan

Select Material Planning (G1323), Plan Generation.

#### Setting Processing Options for the Message Summary Program (P3401)

Processing options enable you to specify the default processing for programs and reports.

Versions 1

1. Manufacturing Work Bench Version | Specify a valid version for the Manufacturing Workbench (Version 001).
2. Message Detail Version | Specify a valid version for the Message Detail (Version 002).
3. Item Availability Version | Specify a valid version for the Item Availability (Version 003).
4. Time Series Version | Specify a valid version for the Time Series (Version 4).
5. Forecast Maintenance Version | Specify a valid version for the Forecast Maintenance (Version 005).
6. Supplier Schedule Version | Specify a valid version for the Supplier Schedule (Version 006).

Versions 2

1. Supplier Master Version | Specify a valid version for the Supplier Master (Version 007).
2. Item Branch (P41026) | Specify a specific set of data selection and sequencing settings for the application. Versions may be named using any combination of alpha and numeric characters. Note. Versions that begin with XJDE or ZJDE are set up in the JD Edwards EnterpriseOne software and should not be changed.

Defaults

1. 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. Enter the MPS type or for all. These codes are hard coded.

Taxes

1. Tax Area flag | Specify an option that indicates the type of processing for an event. Blank: Tax area from the supplier address number. 1: Use the tax area from the ship to address.

#### Reviewing Parts by Planning Family

Access the Work with Message Summary form.

Planning Family | Enter a value from UDC 41/P4 (Master Planning Family) 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 | Enter 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.

### Working with Parts Detail Messages

This section consists of an overview of parts detail messages and discusses how to set processing options for the MRP/MPS Detail Message Revisions program (P3411).

#### Understanding 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 the 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 personalized messages to serve as reminders about particular parts.

The types of messages that the system produces are determined by UDC 34/MT (Message Type). You can add or change any message that appears on the Item Detail Messages form. 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:

- Expedite an order

- Defer an order

- Increase an order

- Decrease an order

After you review a message, you can do one of these:

Command | Description
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.

After you review parts planning messages, you can also create purchase requests or purchase orders for parts for which you have an immediate need. You can do so without accessing additional menus or programs.

#### Forms Used to Revise Parts Detail Messages

Form Name | FormID | Navigation | Usage
Work With Detail Messages | W3411D | Material Planning (G1323), Item Detail Messages | Locate and review detail messages.
Suppliers Selected for Order | W43032A | Select a record from the grid and select Process Message(s) from the Row menu on the Work With Detail Messages form, and then click Close. The system changes the message type. The message type that is associated with the part must be a message type for which the system can create a purchase request or order. For example, if the message that appears for a part is a manual reminder message, the system does not create a purchase request or order. | Create a purchase request or order for a part.
Generated Purchase Orders | W43032C | Select Generate Order(s) from the Form menu on the Suppliers Selected for Order form. | Review the purchase request or purchase order number.

#### Setting Processing Options for the MRP/MPS Detail Message Revisions Program (P3411)

Processing options enable you to specify the default processing for programs and reports.

PO Info

1. Line Type | Specify how the system processes lines on a transaction. The line type affects the systems with which the transaction interfaces (JD Edwards EnterpriseOne General Ledger, JD Edwards EnterpriseOne Job Cost, JD Edwards EnterpriseOne Accounts Payable, JD Edwards EnterpriseOne Accounts Receivable, and JD Edwards EnterpriseOne Inventory Management). The line type also specifies the conditions for including a line on reports and in calculations. Some examples of values, which have been defined on the Line Type Constants Revisions form (P40205), are: S: Stock item. J: Job cost, subcontracts, or purchasing to the general ledger. B: General ledger account and item number. N: Nonstock item. F: Freight. T: Text information. M: Miscellaneous charges and credits. W: Work order.
2. Beginning Status | Enter a value from UDC 40/AT (Activity/Status Code) that specifies the beginning status, which is the first step in the order process. You must specify a value that has been set up on the Order Activity Rules form for the order type and the line type that you are using.
3. Consolidate | Specify that you want to consolidate all processed messages that apply to one supplier on one purchase order. Values are: Blank: Do not consolidate messages. 1: Consolidate messages.
4. Price Control | Specify whether the system retrieves the price from a blanket order or the JD Edwards EnterpriseOne Procurement Price Management system. Values are: Blank: The system retrieves the price from the blanket order. 1: The system retrieves the price from the JD Edwards EnterpriseOne Procurement Price Management system.

WO Info

1. Beginning Status | Enter a value from UDC 00/SS (Work Order Status) that identifies the default status of the work order to use when a work order is created.
2. Cancelled Orders Status | Enter a value from UDC 00/SS (Work Order Status) that identifies a canceled work order.

OT Info

1. Consolidate | Specify whether you want to consolidate all processed messages that apply to one branch/plant on one transfer order. Values are: Blank: Do not consolidate messages. 1: Consolidate messages.

Blanket Info

1. Blanket Order Document Type to Release | Specify whether you want the program to perform an interactive release against a matching blanket order when processing messages to create purchase orders. Enter a document type to release against. Blank: The program does not release against a blanket order.

Versions

1. Blanket Order Release (P43216) | Specify a version of the Blanket Order Release program. The system calls this version when you access the Blanket Order Release form from this program. When you select a version, review the version's processing options to ensure that the version meets the requirements.
2. Time Series (P3413) | Specify a version of the Time Series program. The system calls this version when you access the Work with Time Series form from the Form menu of the Work with Detail Messages or Detail Message Revisions forms.
3. Pegging Inquiry (P3412) | Specify a version of the Pegging Inquiry program. The system calls this version when you access the Work with Pegging Inquiry form from the Form menu of the Work with Detail Messages or Detail Message Revisions forms.
4. Supply/Demand Inquiry (P4021) | Specify a version of the Supply and Demand Inquiry program. The system calls this version when you access the Work with Supply and Demand form from the Form menu of the Work with Detail Messages or Detail Message Revisions forms.
5. Purchase Order Entry (P4310) | Specify a version of the Purchase Orders program. The system calls this version when you access the Work with Order Details form from the Row menu of the Work with Detail Messages or Detail Message Revisions forms.
6. Work Order Entry (P48013) | Specify a version of the Work Order Processing program. The system calls this version when you access the Work Order Processing form from this program.
7. Rate Schedule Revisions (P3109) | Specify a version of the Enter/Change Rate Schedule program. The system calls this version when you access the Work with Rate Schedules form from the Form menu of the Work with Detail Messages or Detail Message Revisions forms.
8. Transfer Order Entry (P4210) | Specify a version of the Sales Order Entry program. The system calls this version when you access the Sales Order Entry form from this program.
9. Scheduling Workbench (P31225) | Specify a version of the Manufacturing Scheduling Workbench program. The system calls this version when you access the Work with Work Order Scheduling form from the Form menu of the Work with Detail Messages or Detail Message Revisions forms.
10. Bill of Material Inquiry (P30200) | Specify a version of the Bill of Material Inquiry program. The system calls this version when you access the Bill of Material Inquiry form from the Row menu of the Work with Detail Messages or Detail Message Revisions forms.
11. Item Branch (P41026) | Specify a version of the Item Branch program. The system calls this version when you access the Plant Manufacturing Data form from the Row menu of the Work with Detail Messages or Detail Message Revisions forms.

Display

1. Viewing Messages For | Specify whether to view messages for demand branch/plant or supply branch/plant. Values are: Blank: View messages for demand branch/plant. D: View messages for demand branch/plant. 1: View messages for supply branch/plant. S: View messages for supply branch/plant.

### Reviewing Parts Supply and Demand

This section provides an overview of reviewing parts supply and demand.

You can review the individual supply and demand for a particular maintenance part by date. You can also review the documents that affect the supply and demand for a part, and then take appropriate action.

You determine which type of documents that the system includes when it calculates supply and demand for a part by setting up supply and demand inclusion rules.

#### Forms Used to Review Parts Supply and Demand

Form Name | FormID | Navigation | Usage
Work With Supply and Demand | W4021B | Material Planning (G1323), Supply and Demand Inquiry | Locate supply and demand records.
Parts Availability - Multi Level Indented | W30200C | Select the record and select BOM Availability from the Form menu. | Review the availability of component parts of an item, such as BOM Inquiry, Parts Availability, or Leadtime Inquiry.
Work With Manufacturing Work Orders | W48013J | Select Work Order Inquiry from the Row menu on the Work With Supply and Demand form. | Review information about the work order that is creating a demand for a part.

### Reviewing Parent Information for Component Parts

This section provides an overview of parent information for component parts and discusses how to set processing options for the Bill of Material Where Used program (P430201).

#### Understanding Parent Information for Component Parts

You can review information for all parent assemblies or kits for which a maintenance part is a component. This feature is particularly useful if you need to locate an alternative source for a component part.

When you review parent information for component parts, the system displays 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 display historical or future parent information. You can also review:

- Effective dates of each bill of material.

- Inventory master information for each parent part.

#### Forms Used to Review Parent Information for Component Parts

Form Name | FormID | Navigation | Usage
Work With Bill of Material Where Used | W30201B | Material Planning (G1323), Where Used Inquiry | Locate BOM where-used records. Review where-used information for components
Work With Item Master Browse | W4101E | Select the record for the parent part on the Work With Bill of Material Where Used form, and then select Item Master from the Row menu. | Review additional information from the standard parts list. Use the form menus to review equipment, work orders that use the component part, pieces of equipment that use a particular parent bill of material for a component, or work orders that use a particular parent bill of material for a component.

#### Setting Processing Options for the Bill of Material Where Used Program (P30201)

Processing options enable you to specify the default processing for programs and reports.

Defaults

1. Enter the Screen Default type: | Specify the processing mode used in Purchase Order Consolidator to signify when specific orders are being processed. Values are: 1: Single level 2: Multi level 3: Multi-level indented
2. Enter the default Bill Type to be used. | Enter a value from UDC 40/TB (Bill Type) that designates the type of bill of material. You can define different types of bills of material for different uses. For example: Blank: M M: Standard manufacturing bill RWK: Rework bill SPR: Spare parts bill 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.

Versions

Item Search (P41200) | Specify 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 select a version. Enter which of the version of these programs to run. Blank: ZJDE0001.
Material Where Used Print (R30420) | Specify a brief information (a remark or an explanation) about an item.
Item Master (P4101B) | Specify a specific set of data selection and sequencing settings for the application. Versions may be named using any combination of alpha and numeric characters. Note. Do not modify the JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes.
Where Used Inquiry (P13226) | Specify a specific set of data selection and sequencing settings for the application. Versions may be named using any combination of alpha and numeric characters.
Manufacturing Work Order Processing (P48013) | Specify a specific set of data selection and sequencing settings for the application. Versions may be named using any combination of alpha and numeric characters.
Bill of Material Inquiry (P30200) | Specify a specific set of data selection and sequencing settings for the application. Versions may be named using any combination of alpha and numeric characters.

### Revising Parts Cross-References

This section provides an overview of parts cross-references and discusses how to set processing options for the Item Cross Reference program (P4104).

#### Understanding Parts Cross-References

You can use parts cross-references to track the maintenance parts in a variety of ways. When you set up parts cross-references, you assign cross-reference types to each part. For example, you can assign cross-reference types for:

- Replacements for discontinued parts

- Substitute parts

- Alternate suppliers

- Alternate parts numbers

You can change cross-reference information as new information becomes available. This feature is particularly useful when you need to access the most current information about a part. You can add or revise this cross-reference information for a part:

- Cross-reference type code

- Address number

- Cross-reference part number

- Cross-reference description

#### Forms Used to Revise Cross-References for Parts

Form Name | FormID | Navigation | Usage
Work With Item Cross Reference | W4104A | Material Planning (G1323), Item Cross Reference | Locate cross-reference information.
Item Cross Reference Revisions By Item | W4104C | Select the record for the item that you want to revise and then select Cross Rf by Item (cross-reference by item) from the Row menu. | Revise parts cross-references.

#### Setting Processing Options for the Item Cross Reference Program (P4104)

Processing options enable you to specify the default processing for programs and reports.

Processing

1. Revise by Item or Address | Specify an option that specifies the type of processing for an event. Blank: Use the revisions form by address. 1: Use the revisions form by item. Note. This option does not affect the display of the browse form.

### Working with Labor Plans

This section provides overviews of labor plans and labor plan generation, lists a prerequisite, and discusses how to:

- Generate the labor plan.

- Set processing options for the Capacity Message Summary program (P3301).

- Review labor messages by dispatch group.

- Set processing options for the Capacity Planning Message Revisions program (P3311).

- Review messages by work center.

#### Understanding Labor Plans

Use the labor plan to review the demands that maintenance tasks place on the 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 the labor resources accordingly, or reschedule selected maintenance tasks to alleviate the over-capacity or under-capacity conditions.

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 that are needed to complete the maintenance tasks. The forms and messages include this information:

Form | Description
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 that are scheduled to be completed within a time period that you specify. You can also review a summary of the total capacity load for all work orders within a time period.

#### Understanding Labor Plan Generation

You can generate a labor plan to assist you in planning labor resources for the maintenance tasks. When you generate a labor plan, the system compares available labor resources with the labor resources that are 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:

Message | Description
Over-capacity Over-capacity: explanation | When the system identifies an over-capacity condition, fewer labor resources are available than needed. You must adjust the resources or reschedule the sequence of maintenance tasks to correct an over-capacity condition.
Under-capacity Under-capacity: explained | When the system identifies an under-capacity condition, it indicates that the labor resources are not being used to their full potential. You should adjust the resources or reschedule the sequence of maintenance tasks to better use the labor resources.

Ideally, you adjust the resources and schedule the maintenance tasks to achieve 100 percent capacity throughout the maintenance organization.

Every time that you generate a labor plan, the system deletes all of the previous capacity messages, except messages that you direct the system to hold and messages that you enter manually.

When you select data for labor plan generation, it is recommended 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.

When you set processing options on the Process tab, JD Edwards EnterpriseOne Plant and Equipment Management users should:

- Select the same version of inclusion rules for material planning and capacity planning.

- Select the Capacity Requirements Planning option to include all work centers in the labor plan. .

#### Prerequisite

You must generate a parts plan before you generate a labor plan.

See Generating a Parts Plan.

#### Forms Used to Review Labor Messages

Form Name | FormID | Navigation | Usage
Work With Capacity Message Summary | W3301A | Labor Planning (G1324), Review Dispatch Group | Review labor messages by dispatch group or by work center.
Work With Capacity Messages | W3311B | Select the record for the work center with the message that you want to review. To prevent the system from deleting a message when you run the Labor Plan Generation program, select the record for the message and then select Hold/Release from the Row menu. To clear a message from the form without deleting it, select the record for the message and then select Clear from the Row menu. | Review detailed capacity requirements for each work center.
Capacity Message Revisions | W3311A | Select the record for the message on the Work With Capacity Messages form, and click Select. | Delete a message.

#### Generating the Labor Plan

Select Labor Planning (G1324), Labor Plan Generation.

See Also

Setting Processing Options for CRP/RCCP Regeneration (R3382)

#### Setting Processing Options for the Capacity Message Summary Program (P3301)

Processing options enable you to specify the default processing for programs and reports.

Defaults

1. Enter the Critical Work Center Code to be displayed or blank for all Work Centers. | Specify a code that indicates whether the work center is critical or not critical when the system calculates capacity. Values are: Blank: All Work Centers. 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 RRP, RCCP, and CRP programs.
2. Enter the Capacity Mode: | Specify a code indicating which planning is being used. Values are: 1: Resource Requirements Planning. 2: Rough Cut Capacity Planning. 3: Capacity Requirements Planning.
3. Enter the default Unit of Measure. | Enter a value from UDC 00/UM (Unit of Measure) 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.

Versions

Work Center Revision (P3006) | Specify the version for each program. Blank: ZJDE0001.

#### Reviewing Labor Messages by Dispatch Group

Access the Work With Capacity Message Summary form.

Work Center Branch | Enter 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.

#### Setting Processing Options for the Capacity Planning Message Revisions Program (P3311)

Processing options enable you to specify the default processing for programs and reports.

Defaults

1. Enter the Capacity Mode: | Specify a code indicating which planning is being used. Values are: 1: Resource Requirements Planning. 2: Rough Cut Capacity Planning. 3: Capacity Requirements Planning.
2. Enter the default Unit of Measure. | Enter a value from UDC 00/UM (Unit of Measure) 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.
3. Enter the default version of Work Center Revision (P3006) | Specify a version of the Work Center Revisions program (P3006). Blank: ZJDE0001.

#### Reviewing Messages by Work Center

Access the Work With Capacity Message Summary form.

Regarding the Capacity Mode (1) processing option for the Capacity Planning Message Revisions program (P3311), the JD Edwards EnterpriseOne Maintenance Planning System does not use JD Edwards EnterpriseOne Resource Requirements Planning.

### Reviewing Capacity Load

This section provides an overview of capacity loads and discusses how to:

- Set processing options for the Capacity Load program (P3313).

- Review capacity load by work center.

- Set processing options for the Period Summary program (P3312).

- Reviewing capacity load by period summary.

#### Understanding Capacity Load

You can use capacity load information to help you optimize the labor resource allocations. You can compare the load that is created by the maintenance tasks with the labor resources that are available to perform the maintenance tasks.

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 the 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 that you want to review. In addition, you can:

- Identify the percentage of the total load for the work center for which each maintenance task accounts.

- Identify the resource units, such as hours, that are required for each maintenance task.

#### Forms Used to Review Capacity Load

Form Name | FormID | Navigation | Usage
Review Work Center Load | W3313A | Labor Planning (G1324), Capacity Load | Review capacity load by work center.
Work With Period Summary Review | W3312A | Labor Planning (G1324), Period Summary | Review capacity load by period summary

#### Setting Processing Options for the Capacity Load Program (P3313)

Processing options enable you to specify the default processing for programs and reports.

Defaults

1. Enter the Capacity Mode. | Specify a code indicating which planning is being used. Values are: 1: Resource Requirements Planning. 2: Rough Cut Capacity Planning. 3: Capacity Requirements Planning.
2. Enter the User-Defined Code for the list of row descriptions to appear. | Specify a code that identifies the table that contains UDCs. The table is also referred to as a user-defined code type.
3. Enter the default Unit of Measure. | Enter a value from UDC 00/UM (Unit of Measure) 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.
4. Enter the version of the Dispatch List program to call. | Specify 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 select a version. Blank: ZJDE0001.

Versions

Operation Dispatch Inquiry (P31220) | Specify a specific set of data selection and sequencing settings for the application. Versions may be named using any combination of alpha and numeric characters. Blank: ZJDE0001. Note. Do not modify the JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes.

#### 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 the maintenance tasks. Depending on how you set up the system, the system provides some or all of this information by period:

Information | Description
Released load | The load that is created from actual (firm) work orders.
Planned load | The load that is created from forecasted (planned) work orders.
Total load | The released load, plus the planned load.
Gross capacity | The units that are 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.
Accumulated available capacity | A running total of available capacity.

#### Setting Processing Options for the Period Summary Program (P3312)

Processing options enable you to specify the default processing for programs and reports.

Defaults

1. Enter the Capacity Mode. | Specify a code indicating which planning is being used. Values are: 1: Resource Requirements Planning. 2: Rough Cut Capacity Planning. 3: Capacity Requirements Planning.
2. Enter the default Unit of Measure. | Enter a value from UDC 00/UM (Unit of Measure) 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.
3. Enter the version of the Dispatch List to call. | Specify 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 select a version. Blank: ZJDE0001.

Versions

1. Work Center Revision (P3006) | Specify a specific set of data selection and sequencing settings for the application. Versions may be named using any combination of alpha and numeric characters. Blank: ZJDE0001.
2. Forecast Revision (P3460) | Specify a specific set of data selection and sequencing settings for the application. Versions may be named using any combination of alpha and numeric characters. Blank: ZJDE0001.
3. MRP/MPS Message Revision (P3411) | Specify a specific set of data selection and sequencing settings for the application. Versions may be named using any combination of alpha and numeric characters. Blank: ZJDE0001.
4. Mfg Scheduling Workbench (P31225) | Specify a specific set of data selection and sequencing settings for the application. Versions may be named using any combination of alpha and numeric characters. Blank: ZJDE0001.

#### 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:

- Identify the percentage of the total load for the work center for which each maintenance task accounts.

- Identify the resource units, such as hours, that are required for each maintenance task.

### Revising Labor Resources

This section provides an overview of labor resources and discusses how to set processing options for the Operation Dispatch Inquiry program (P31220).

#### Understanding 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 the maintenance organization and save costs.

You can use these methods to revise labor resources:

- Change the date to perform the maintenance task.

- Revise the labor resources that are allocated to a work center.

For example, suppose that you have several work orders scheduled on a day that is 40 percent over capacity. You notice the next workday is 35 percent under capacity. You can balance the capacity load by rescheduling a portion of the work orders for the next day. You also can reschedule individual operation sequences (routing steps) on a work order.

You can make short-term revisions to the work center that is responsible for the maintenance tasks. For example, you can:

- Indicate additional resources for a particular workday.

- Add workdays to a workweek.

- Revise the efficiency of the work center.

You can revise work order dates to correct over-capacity and under-capacity conditions. For example, supposed that you have several work orders scheduled on a day that is 40 percent over capacity. You notice the next workday is 35 percent under capacity. You can balance the capacity load by rescheduling a portion of the work orders for the next day. You can also reschedule individual operation sequences (routing steps) on a work order.

#### Forms Used to Revise Work Order Dates

Form Name | FormID | Navigation | Usage
Review Work Center Load | W3313A | Labor Planning (G1324), Capacity Load | Locate work center load information.
Work With Operation Dispatch | W31220B | Select Dispatch List from the Form menu on the Review Work Center Load form. | Locate operation dispatch information.
Operation Dispatch Detail Revisions | W31220A | Select the record for the work order and then select Op Disp Rev (operation dispatch revisions) from the Row menu. | Specify start date and requested date information.
Work Order Routing | W3112E | Select Routing Rev (routing revisions) on the Work With Operation Dispatch form. | Reschedule individual operation sequences on the work order. Complete the Operation Sequence field for each operation sequence that you want to reschedule.

#### Setting Processing Options for the Operation Dispatch Inquiry Program (P31220)

Processing options enable you to specify the default processing for programs and reports.

Defaults

1. Enter the Default OPERATION Status Information to preload to the screen at initial inquiry. If left blank, no value will be pre-loaded: | From Status Enter a value from UDC 31/OS (Operation Status) on the Work with Operation Dispatch form. The from status specifies the beginning date for the selection of work order information. Thru Status Enter a value from UDC 31/OS (Operation Status) on the Work with Operation Dispatch form. The thru status specifies the end date for the selection of work order information.
2. Enter the Default Number of Days: | Prior to today's date for the from date Specify the from date on the Work with Operation Dispatch form. You can specify a from date prior to the current date by entering the number of days that the system must subtract from the current date. For example, if the current date is June 15, and you want the system to use June 10, as the from date, you enter 5. The system subtracts five days and sets the from date to June 10. Blank: The system uses the current date as the from date. Note. The From Date/Period field specifies that the system displays transactions beginning with this date or period. Totals are calculated for the transactions that appear. After today's date for the thru date Specify the thru date on the Work with Operation Dispatch form. You can specify a thru date later than the current date by entering the number of days that the system adds to the current date. For example, if the current date is June 15, and you want the system to use June 20, as the thru date, you enter 5. The system adds five days and sets the thru date to June 20. Blank: The system uses the current date as the thru date. Note. The Thru Date/Period field specifies that the system displays transactions ending with this date or period. Totals are calculated for the transactions that appear.

Versions

Enter the version to be used for each program.

1. Work Order Processing (P48013) | Specify the version that the system uses when you select the Work Order Entry program (P48013) from the Row menu on the Work With Operation Dispatch form. Blank: ZJDE0001.
2. Work Order Routing (P3112) | Specify the version that the system uses when you select the Work Order Routing program (P3112) from the Row menu on the Work With Operation Dispatch form. Blank: ZJDE0001.
3. Work Order Parts List (P3111) | Specify the version that the system uses when you select the Work Order Parts List program (P3111) from the Row menu of the Work With Operation Dispatch form. Blank: ZJDE0001
4. Work Order Parts Inquiry (P3121) | Specify the version that the system uses when you select the Work Order Parts List Inquiry program (P3121) from the Row menu on the Work With Operation Dispatch form. Blank: ZJDE0001.
5. Operation Dispatch Inquiry (P31220) | Specify the version that the system uses when you select the Operation Dispatch Inquiry program (P31220) from the Row menu on the Work With Operation Dispatch form. Blank: ZJDE0001.
6. Work Order Quantity (P31121) | 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 select a version. Blank: ZJDE0001.
7. Work Order Hours (P31122) | 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 select a version. Blank: ZJDE0001.

Process

1. Quantity Calculation | Specify whether the system subtracts the quantity scrapped or canceled from the remaining quantity. Values are: Blank: Include the quantity scrapped or canceled in the remaining quantity. 1: Subtract the quantity scrapped or canceled from the remaining 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 the Craft Resource Units form to make short-term revisions to the work center that is responsible for the maintenance tasks. For example, you can:

- Indicate additional resources for a particular workday.

- Revise the efficiency of the work center.

In addition, you can add or subtract workdays to the workday calendar. For example, you might want to add a Saturday to the workweek to compensate for an over-capacity condition.

Note. When you need to make permanent or long-term resource revisions to a work center, use the Work Center Master Revision form.

See Also

Setting Up Shifts in the Manufacturing Constants