## Appendix: JD Edwards EnterpriseOne Work Orders Reports

This appendix provides an overview of work order reports and enables you to:

- View summary tables of all reports.

- View details for selected reports.

### Understanding Work Order Reports

You can print work order information in a variety of formats to help you manage work orders and work order projects.

You can print cost reports to review the costs associated with work orders, such as estimated and actual hours and costs. You can also review details about the cost transactions that you charge to work orders.

Project management reports help you manage work order projects and schedules. These reports include this information:

- Project phase.

- Managers assigned to a project.

- Messages and remarks that are assigned to work orders.

- Planned and actual hours for work orders.

- Start and end points of a project.

- Sequence of tasks for a project and any waiting time between tasks.

- Status of the work orders in a project.

Number of hours remaining or the number of hours charged over the original estimate for each work order in a project

You can print multiple work orders by using report selection criteria to specify the work orders that you want to print. To access the Work Order Print program (R48415), select the Work Order Print on the Work Order Processing menu (G4811).

You print work orders when you need a hard copy of a group of work orders. When you print work orders, you use data selections to specify which work orders to print or suppress. You then use processing options to specify the information that you want to print, such as whether to suppress dates associated with information about a work order record type, suppress estimated hours associated with work orders, or print equipment messages associated with a piece of equipment on the work order. In addition, you can enter record types to be printed with a work order. You also can specify whether the system changes the status of the work orders at the same time that it prints them.

### Work Order Reports: A to Z

This table lists the work order reports, sorted alphanumerically by report ID:

Report ID and Report Name | Description | Navigation
R48492 Detailed Task Description | Lists the work orders that are included in a project. | Simple Project Management (G4812), Detailed Task Description
R48495 Project Status Summary | Review summary and detailed status information about all of the projects that are assigned to a specific manager. | Simple Project Management (G4812), Print Project Status Summary
R48496 Work Order Summary | Review summary information for tracking and comparing the progress of selected work orders. You can view work order summaries for the Work Orders system and the Capital Asset Management system. | Work Order Processing (G4811), Print Work Order Summary Work Order menu (G1316), Print WO Status Summary
R48497 Cost Summary | Review and analyze the costs and individual cost transactions that are associated with work orders. You can view cost summaries for the Work Orders system and the Capital Asset Management system. | Work Order Processing (G4811), Work Order Cost Summary Work Order menu (G1316), Print WO Cost Summary
R48498 Cost Detail | Review detailed information about the costs that you charge to work orders. You can view cost details for the Work Orders system and the Capital Asset Management system. | Work Order Processing (G4811), Cost Detail Work Order menu (G1316), Print WO Cost Detail

### Selected Work Order Reports

Some reports include a more detailed description, as well as information about processing options. These reports are listed alphanumerically by report ID in this appendix.

#### R48492 - Printing the Detailed Task Description

The Detailed Task Description report lists the work orders that are included in a project. For each work order, the report includes:

- Description

- Estimated number of hours

- Standard message

- Category code 01 (phase)

- Extended description from record type A

- Any standard procedures

#### R48495 - Printing the Project Status Summary

The Project Status Summary report contains summary and detailed status information about all of the projects that are assigned to a specific manager, including:

- All work orders that are assigned to a manager

- Number of hours planned for each work order

- Actual hours charged as of the date of the report

- Number of hours remaining, or number of hours charged that exceed the original estimate

The report also lists a summary of activities for a manager by the work order status, type, priority, and all category codes.

#### Processing Options for Print Project Status Summary (R48495)

Use this processing option to supply the default value for Print Project Status Summary.

Print

1. Print Ledger Type | Enter a user defined code (09/LT) that specifies the type of ledger, such as AA (Actual Amounts), BA (Budget Amount), or AU (Actual Units). You can set up multiple, concurrent accounting ledgers within the general ledger to establish an audit trail for all transactions. If you leave this processing option blank, the system prints all ledger types.

#### R48496 - Printing the Work Order Summary Report

Print the Print Work Order Summary Print report (R48496) to review summary information for tracking and comparing the progress of selected work orders. The report includes:

- The priority (designated by P).

- The planned completion date.

- The number of hours that are planned for each work order.

- The number of actual hours that are charged as of the date that you specify on the report.

- The difference between hours that are planned and hours that are charged to-date.

- The status of the work order at the time that you run the report.

The system retrieves information for this report from these tables:

- Work Order Master File (F4801).

- Account Ledger (F0911).

#### Processing Options for Work Order Summary Print (R48496)

Use these processing options to supply the default values for the Work Order Summary Print.

Print

1. Equipment Number Format | Specify how the system displays the equipment number. Values are: Blank: Do not display the equipment number. 1: Display the asset number. 2: Display the unit number. 3: Display the serial number.

Defaults

1. Ledger Type | Specify the ledger type to be used when selecting records for actual hours from the Account Ledger (F0911) file. Enter a value from UDC 09/LT (Ledger Type). If you leave this processing option blank, the system uses ledger type AA.

#### R48497 - Print Cost Summary Reports

You can print cost summary information for work orders and use processing options to enter the date range for the report. This report includes:

- Estimated hours and costs for each work order.

- Actual hours and costs for each work order.

- The difference between the estimated and actual hours and costs for each work order.

The system retrieves information for this report from these tables:

- Work Order Master File (F4801).

- Account Ledger (F0911).

#### Processing Options for Print Work Order Cost Summary (R48497)

Use these processing options to supply the default values for Print Work Order Cost Summary.

Process

1. Date Rangea. From Date: | Specify the From Date that the system uses when including costs on this report. Use this processing option in conjunction with the Thru Date processing option. If you leave this date blank, the system includes all costs with GL dates up to the Thru Date. If you leave both the from and thru dates blank, the system includes all costs regardless of their GL dates.
1. Date Rangeb. Thru Date: | Specify the Thru Date. that the system uses when including costs on this report. Use this processing option in conjunction with the From Date processing option. If you leave this date blank, the system includes all costs with GL dates from the From Date forward. If you leave both the from and thru dates blank, the system includes all costs regardless of their GL dates.

Defaults

1. Ledger Type | Specify the ledger type to be used when selecting records for actual hours and amounts from the Account Ledger (F0911) file. Enter a value from UDC 09/LT (Ledger Type). If you leave this processing option blank, the system uses ledger type AA.

#### R48498 - Printing the Cost Detail Report

Print the Print WO Cost Detail report (R48498) to review detailed information about the costs that you charge to work orders. You use processing options to specify the date range for the report. The report includes:

- Actual hours and amounts charged to each work order.

- The general ledger date for each transaction.

- An explanation of each transaction.

- Total hours and amounts by phase code.

The system retrieves information for this report from these tables:

- Work Order Master File (F4801).

- Account Ledger (F0911).

#### Processing Options for Print Work Order Cost Detail (R48498)

Use these processing options to supply the default values for Print Work Order Cost Detail.

Process

1. Date Rangea. From Date: | Specify the From Date that the system uses when including costs on this report. Use this processing option in conjunction with the Thru Date processing option. If you leave this date blank, the system includes all costs with GL dates up to the Thru Date. If you leave both the from and thru dates blank, the system includes all costs regardless of their GL dates.
1. Date Rangeb. Thru Date: | Specify the Thru Date. that the system uses when including costs on this report. Use this processing option in conjunction with the From Date processing option. If you leave this date blank, the system includes all costs with GL dates from the From Date forward. If you leave both the from and thru dates blank, the system includes all costs regardless of their GL dates.

Defaults

1. Ledger Type | Specify the ledger type to be used when selecting records for actual hours and amounts from the Account Ledger (F0911) file. Enter a value from UDC 09/LT (Ledger Type). If you leave this processing option blank, the system uses ledger type AA.