## Setting Up Work Orders

This chapter provides overviews of work orders, work order automatic accounting instructions (AAIs), record types, and supply and demand inclusion rules and discusses how to:

- Set up constants for work orders.

- Set up next numbers for work orders.

- Set up work order history.

- Set up default locations and printers.

### Understanding Work Orders

Before you can use the work order features in JD Edwards EnterpriseOne Capital Asset Management (CAM), you must provide the system with information that is necessary to configure work orders for the business needs. For example, you can set up different managers and supervisors for work orders that are based on the work order category codes. When you assign category codes to a new work order, the system automatically assigns the correct managers and supervisors.

Due to system integration features, you access other JD Edwards EnterpriseOne systems to complete certain setup tasks. The guidelines for completing these tasks are discussed as needed in the appropriate sections.

Work Order Activity Rules

You can set up rules that specify the statuses or steps through which a work order must pass. In addition, you can specify that certain statuses initiate events in the work order life cycle, such as:

- Updating the maintenance status.

- Locking the work order.

- Completing the Subledger Inactive Code field for the work order.

See Setting Up the Work Order System.

Work Order Approvals

You can specify the individuals who are responsible for approving work orders at various points in the work order life cycle. Use approval routing to create various approval routes.

See Setting Up the Work Order System.

Standard Parts Lists and Work Order Instructions

You can set up standard parts lists for work orders. You use a standard parts list when the maintenance task for which the work order applies is routine and repetitive, and for which you have advance knowledge of the parts requirements.

You can set up standard work order instructions for a work order. Work order instructions specify the sequence of operations that is required to complete a work order, as well as the work centers responsible for each operation. You use standard work order instructions when the maintenance task for which the work order applies is routine and repetitive, and when you have advance knowledge of the labor requirements.

To use standard work order instructions, you must set up work center information and information about the sequence of operations.

See Also

Setting Up the Inventory Management System

Activity Rules for Work Orders

Defining Approval Routes

Setting Up User Profiles

### Understanding Work Order AAIs

You must set up work order AAI 1784.

AAI 1784 identifies the account that the system charges when you create a purchase order for parts on the work order parts list

### Understanding Record Types

You use record types to organize and track detailed information about a work order, such as its full description, final disposition, and so on. You then can track the information according to the record type to which you assigned the information. For example, you can organize information such as original task description, tools needed, and safety requirements.

You must set up these record types for JD Edwards EnterpriseOne Plant and Equipment Management:

- Maintenance routes.

- Associated preventive maintenance (PMs) schedules.

The record type that you set up for maintenance routes should match the record type that you set up in equipment constants.

The record type that you set up for associated PMs must be assigned to record type Z. This record type stores all of the associated service types to be performed on a work order.

See Also

Setting Up Record Type Formats

### Understanding Supply and Demand Inclusion Rules

To balance the parts inventory with the demand for parts that is created by maintenance work orders, you must set up supply and demand inclusion rules. You use supply and demand inclusion rules to specify the documents that create a supply for parts, such as purchase requests, and the documents that create a demand for parts, such as PM work orders, corrective work orders, and so on. In addition, you specify the statuses at which the various documents create supplies or demands.

This table provides information about programs that use supply and demand inclusion rules:

Program | Usage
Material Requirements Planning (MRP) | You can set up and apply different versions of the supply and demand inclusion rules, depending on the type of material plan that you run. For example, you can set up one version of the rules to apply to a long-range material plan and another version to apply to a short-range material plan.
Capacity Requirements Planning (CRP) | You can set up and apply different versions of the supply and demand inclusion rules, depending on the type of capacity plan you run. For example, you can set up one version of the rules to apply to a long-range capacity plan and another version to apply to a short-range capacity plan.
Supply/Demand Inquiry | Based on the version of the supply and demand inclusion rules you select, all of the documents that create a supply or demand for a particular part appear on Supply/Demand Inquiry. You can then access documents and make revisions to balance the supply with the demand.
Resource Assignments | You can set up and apply different versions of the supply and demand inclusion rules, depending on the work order and operation status. You can use the rules to display or exclude resource assignments from the availability and detail inquiries. For example, you can exclude the work order completed status since those assignments are no longer current.

In JD Edwards EnterpriseOne Plant and Equipment Management, these document types create a supply for parts:

- Purchase requests

- Purchase orders

- Blanket purchase orders

In JD Edwards EnterpriseOne Plant and Equipment Management, these document types create a demand for parts:

- System-generated maintenance work orders, such as PM work orders.

- Corrective maintenance work orders.

After you set up supply and demand inclusion rules, you can use the information that the system provides to balance the supply and demand for parts. For example, if demand is greater than supply at a given point, you can expedite purchase orders or postpone work orders.

When you review a version of the supply and demand inclusion rules, the system displays all of the document types and related statuses that are available. You select the document types and document statuses that you want to include in the version. Document types for which inclusion rules currently apply appear in a contrasting color. For review purposes, you can specify that the system only display document types for which inclusion rules currently apply.

Set processing options to include the work order document types that you have defined.

See Also

Setting Up Supply and Demand Inclusion Rules

### Setting Up Constants for Work Orders

This section discusses how to set up work order constants.

#### Form Used to Set Up Constants for Work Orders

Form Name | FormID | Navigation | Usage
S/WM System Constants Revisions | W17001C | Service & Warranty Setup (G1740), Service & Warranty Constants | Set up work order constants. Define default information that applies to the entire system. Constants control the types of information that you track and the rules that the system uses to perform certain calculations.

#### Setting Up Work Order Constants

Access the S/WM System Constants Revisions form.

Select the Work Orders tab.

Responsible BU Location | Enter a code that specifies from which tables the system retrieves the responsible business unit to which work orders should be billed. The default value is 1. Values are: 1: Item Master-Service/Warranty Extension table (F4117) and the Item Branch Master-Service/Warranty Extension table (F41171) 2: Product Family/Model Master table (F1790) 3: Equipment Master Extension table (F1217) 4: Address Book Master table (F0101) 5: S/WM Line Type Constants table (F1793) 6: S/WM Customer Number (F1797) When adding a work order, the default value for the business unit is based on the constant value. For example, if the default value of the business unit is based on the equipment number, the system retrieves the value for the Responsible Business Unit from the Equipment Master Extension table (F1217).
Service Order Entitlement Trigger | Enter a value from user-defined code (UDC) table 17/ET (Entitlement Check Trigger) that specifies which field should initiate entitlement checking when you enter a work order.
Who's Who Required | Enter an option that specifies whether the work order customer must have Who's Who records. If this option is enabled, you cannot add the work order unless the work order customer and all additional contacts reside in the Address Book - Who's Who table (F0111). You must select a customer number from the window. The system returns the short identifier that is associated with the Who's Who record.
Use Solution Advisor for Equipment Work Orders | Select this option only when it applies to the CAM - Manage Equipment Work Orders program (P13714). P17714 does not reference this constant. Click this option to specify whether the system uses JD Edwards EnterpriseOne Solution Advisor to search for and maintain solutions to problems for equipment work orders. If you do not enable this option, the system uses Failure Analysis.
Use Solution Advisor for Service Work Orders | Select this option only when it applies to the Service Management Workbench program (P90CD020). P17714 does not reference this constant.

### Setting Up Next Numbers for Work Orders

You set up the beginning number for work orders to enable the system to automatically assign unique numbers for each work order that is generated by you or the system. The system stores next numbers for work orders in the JD Edwards EnterpriseOne Work Orders/Service Billing system (system 48). The system generates next numbers from the Next Numbers - Automatic table (F0002). This section discusses how to set up next numbers for work order.

#### Form Used to Set Up Next Numbers for Work Orders

Form Name | FormID | Navigation | Usage
Set Up Next Numbers by System | W0002C | Plant & Equipment Management Setup (G1341), Next Numbers Select the record for system 48 on the Work With Next Numbers form and click Select. | Set up work order next numbers.

#### Setting Up Work Order Next Numbers

Access the Set Up Next Numbers by System form.

Next Number | Enter the number that the system assigns next. The system can use next numbers for voucher numbers, invoice numbers, journal entry numbers, employee numbers, address numbers, contract numbers, and sequential W-2s. You must use the next number types already established unless you provide custom programming.

Note. JD Edwards EnterpriseOne Plant and Equipment Management users need to set up only the Work Order Number. You should not use blank as a next number value.
For the ECO Number, select the Check Digit Used option.

Important! You should not use blank as a next number value.

### Setting Up Work Order History

This section provides an overview of work order history and discusses how to setting processing options for Work With Work Order History (P17715).

#### Understanding Work Order History

Review work order history to track work order status information by customer and by equipment. You can also set up the history so that a work order is not created for referenced equipment. These programs control the display of links within the work order entry program to indicate previous customer or product cases.

Default dates and status codes are defined by processing options. You can override default information by entering new dates and statuses. Links appear at the top of the work order entry forms to alert you to existing customer or product history. Click the links to see detailed information.

When you set processing options for the Work With Work Order History program (P17715), you can display a link to indicate that previous work orders are associated with a piece of equipment or with a customer.

The values that you enter determine whether the system displays a link when existing work orders are associated with the inventory item number, product model, equipment number, or customer number, if applicable.

You must first enter the status of the work orders that define the selection range criteria. Then define the number of days of history that you want to view. For example, if you enter 30 days, the program displays the product or customer link if a work order falls within the status range and was entered 30 days less than the system date.

#### Form Used to Set Up Work Order History

Form Name | FormID | Navigation | Usage
Work With Work Order History | W17715A | Work Order Setup (G1742), Work Order History - Equipment. Work Order Setup (G1742), Work Order History - Customer. | Review work order history.

#### Setting Processing Options for the Work With Work Order History Program (P17715)

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

Process

Although processing options are set up during implementation, you can change processing options each time you run a program.

1. Beginning Status for History | Specify the beginning status in the range of work order statuses that the system displays.
2. Ending Status for History | Specify the ending status in the range of work order statuses that the system displays.
3. Number of Days of History to Display | Specify the range of work order creation dates to display. The system uses this option to calculate the value in the Creation Date Fromfield.
4. Work Order Type | Enter a value from UDC 00/TY (Work Order/ECO Type) that indicates the type of work orders to display.
5. Actual Finish Date From | Specify the From repair date for the range of work order repair dates.
6. Actual Finish Date Through | Specify the To repair date for the range of work order repair dates.

### Setting Up Default Locations and Printers

Many of the forms within JD Edwards EnterpriseOne Foundation - Work Order require you to specify a location, such as a branch or plant, to which you are assigned. You can set up default locations for each person in the organization who uses the JD Edwards EnterpriseOne Foundation - Work Order system. You also can assign a default print queue to each person. When a person prints a work order, the system uses the default print queue that you set up unless the person specifies otherwise.

This section provides an overview of default locations and printers and discusses how to:

- Set up default locations.

- Set up default print queues.

#### Understanding Default Locations and Printers

Many of the forms within the JD Edwards EnterpriseOne Work Order Processing system require that you specify a location, such as a branch or plant, to which you are assigned. You can set up default locations for each person in the organization who uses JD Edwards EnterpriseOne Work Order Processing. A default location is the branch/plant that is assigned to the user ID or terminal ID. If you do not set up a default location for the user ID or terminal ID, you must enter a location manually.

You can also assign a default print queue to each person who uses JD Edwards EnterpriseOne Work Order Processing. When you print a work order, the system uses the default print queue that you set up unless you specify otherwise. If you do not assign a default print queue, the system uses either the print queue that is assigned in the particular version for the Work Order Print program or the print queue that is assigned to the user profile.

#### Forms Used to Set Up Default Locations and Printers

Form Name | FormID | Navigation | Usage
Default Location & Approval | W400951B | Inventory Setup (G4141), Default Location & Printers Click Add on the Work With Default Location & Printers form. | Set up default locations.
Default Print Queues | W40096A | Select Print Queues from the Form menu on the Default Location & Approval form. | Set up default print queues.

#### Setting Up Default Locations

Access the Default Location & Approval form.

#### Setting Up Default Print Queues

Access the Default Print Queues form.

On Default Print Queues, complete the Output Queue field for each document for which you want to assign a default print queue.