## Creating Equipment Master Records

This chapter provides an overview of equipment master records and discusses how to:

- Create equipment master records manually.

- Create equipment master records from fixed assets.

### Understanding Equipment Master Records

Equipment master information is the primary data that is associated with the equipment in the system; it is made up of many equipment masters. You create an equipment master for each piece of equipment in the system. The equipment master establishes basic information about a piece of equipment, such as:

- Identification numbers

- Description

- Category codes

- Account coding

- Dates

- Location

- Status

You must identify every piece of the equipment in the system before you can use the maintenance features of the software. After you create equipment masters for the equipment, you can use the information to:

- Search online for the status, location, and activity of equipment.

- Track historical, current, and planned physical locations for a piece of equipment.

- Relocate equipment.

- Keep detailed maintenance and project logs.

- Revise parent and component relationships.

- Revise equipment status.

- Bill jobs or business units for the use of the equipment.

- Account for quantities of equipment.

See Also

Understanding Equipment Setup

Setting Up Supplemental Data for Equipment

Setting Up Default Managers and Supervisors

Creating Asset Identification Information

#### Common Elements Used in This Chapter

Serial Number | Enter an alphanumeric number up to 25 characters that you can use as an alternate asset identification number. You might use this number to track assets by the manufacturer's serial number. You are not required to use a serial number to identify an asset. Every serial number that you enter must be unique. This field is required only if the appropriate processing option is set accordingly.
Unit Number | Enter an alphanumeric code up to 12 characters to be used as an alternate identification number for an asset. This number is not required, nor does the system assign a number if you leave the field blank when you add an asset. If you use this number, it must be unique. For equipment, this is typically the serial number.

### Creating Equipment Master Records Manually

This section provides an overview of manual creation of equipment master records and discusses how to:

- Create equipment master records manually.

- Set processing options for the Work with Equipment Master program (P1701).

- Set processing options for the Equipment Master Revisions program (P1702).

#### Understanding Manual Creation of Equipment Master Records

You can create equipment records manually for those products that are not processed through sales orders.

When you create equipment records, the system creates records in these tables:

- Asset Master File (F1201).

- Location Tracking Table (F1204).

- Equipment Master Extension (F1217).

- Equipment Master Location History (F1731).

- Status History File (F1307).

- Parent History (F1212).

To manually create equipment master information, you use the Equipment Master Revisions form and enter information on these tabs:

- Customer/Equipment

- Classification 1

- Classification 2

- Classification 3

- Accounting

- Service

#### Forms Used to Create Equipment Master Records Manually

Form Name | FormID | Navigation | Usage
Work with Equipment Master | W1701A | Equipment Information (G1311), Equipment Master | Locate and review equipment master records.
Equipment Master Revisions | W1702A | Click Add on the Work with Equipment Master form. | Create equipment master records manually.

#### Creating Equipment Master Records Manually

Access the Equipment Master Revisions form.

Customer/Equipment

Date Acquired | Specify the date that the asset was acquired. This date is typically the start depreciation date, but you can specify a different start depreciation date on the Depreciation Information form. If you are using the half-year convention, you must adjust the start depreciation date manually.
Installation Date | Enter the date that the contract for the asset was put into effect.
Allow Work Order | Enter a code that indicates whether you can create work orders for this piece of equipment.
Allow Meter Schedules | Enter a code that indicates whether you can use meters to schedule preventive maintenance tasks for this piece of equipment.
Proof of Purchase | Enter a code that indicates whether a customer has supplied a proof of purchase. Blank: The system enables the Date field. If you enter a value, the system disables the Date field. If you write a billable contract for an equipment record, the system disables the Proof of Purchase and Date fields.
Parent Number | Enter a parent number that groups related components together. You can associate each item of property and piece of equipment with a parent item. For example, you can associate a mobile telephone with a specific automobile (the parent), a printer with a computer (the parent), or a flat bed with a specific truck chassis (the parent). Note. If this is a data entry field, the default value is the asset number. For example, if the asset number is 123, the system assigns 123 as the default parent number.
Company Owned | Select this option to indicate whether an equipment record is company owned. This is optional.

Service

Technician | Enter the address number of an alternate location to which the owner wants the invoice (application) sent.
Default Dealer | Enter the default dealer for the customer.
Assessor Number | Enter the address book number that identifies the assessor.
Distributor | Enter the address book number that identifies the distributor of the equipment.

#### Setting Processing Options for the Work with Equipment Master Program (P1701)

Use these processing options to supply the default values for the Work with Equipment Master program.

Categories

These processing options specify defaults for category codes.

1. Category Code 1 (Accounting Class) | Enter a value from user-defined code (UDC) table 12/C1 (Major Accounting Class) that the system uses to search for the equipment. If you leave this field blank, the system selects all.
2. Category Code 2 (Equipment Class) | Enter a value from UDC 12/C2 (Major Equipment Class) that the system uses to search for the equipment. If you leave this field blank, the system selects all.
3. Category Code 3 (Manufacturer) | Enter a value from UDC 12/C3 (Manufacturer) that the system uses to search for the equipment. If you leave this field blank, the system selects all.
4. Category Code 4 (Model Year) | Enter a value from UDC 12/C4 (Model Year) that the system uses to search for the equipment. You use the Model Year category code to further define the subclass codes. For example, you can define a 1990 International Harvester, single-axle, within the subclass for trucks. If you leave this field blank, the system selects all.
5. Category Code 5 (Usage Miles or Hours) | Enter a value from UDC 12/C5 (Usage Miles or Hours) that the system uses to search for the equipment. If you leave this field blank, the system selects all. You use the usage category codes to further define the subclass codes.
6. Category Code 6, 7. Category Code 7, 8. Category Code 8, 9. Category Code 9, 10. Rate Group, 11. Category Code - F/A 11 through 23. Category Code - F/A 23 | Enter a value from the appropriate UDC that the system uses to search for the equipment. If you leave this field blank, the system selects all.

Defaults

These processing options supply default values on the Work with Equipment Master form.

1. Responsible Business Unit | Specify the business unit that is responsible for the equipment costs. The system uses this value when validating the depreciation defaults for the asset cost account.
2. Business Unit - Location | Specify the current physical location of an asset.
3. Equipment Status | Enter a value from UDC 12/ES (Status or Disposal Code) that the system assigns to the equipment record.
4. Company | Specify the company that is responsible for the equipment costs. The system uses this value when validating the depreciation defaults for the asset cost account.
5. Product Family | Enter a value from UDC 17/PA (Product Family) that identifies the default product family. Blank: Selects all The system uses this processing option when searching for equipment records.
6. Product Model | Enter a value from UDC 17/PM (Product Model) that identifies the default product model. If you leave this field blank, the system selects all. The system uses this processing option when searching for equipment records.

Process

1. CRM User | Specify whether the system runs the application for the CRM user. Values are: Blank: Non CRM User 1: CRM User

Versions

These processing options specify the versions of programs to access from the equipment records.

1. Equipment Master Revisions (P1702) Version | Specify the version of the Equipment Master Revisions program (P1702). Blank: ZJDE0001
2. Scheduling Workbench (P48201) Version | Specify the version of the Work With Work Orders program (P48201) that you access from the equipment master record. Blank: ZJDE0002
3. Status History (P1307) Version | Specify the version of the Status History program (P1307) that you access from the equipment master record. Blank: ZJDE0002
4. Equipment Message Log (P1205) Version | Specify the version of the Equipment Message Log program (P1205) that you access from the equipment master record. Blank: ZJDE0002
5. Equipment PM Schedule (P1207) Version | Specify the version of the Equipment PM Schedule program (P1207) that you access from the equipment record. Blank: ZJDE0002
6. Cost Summary (P122101) Version | Specify the version of the Cost Summary program (P122101) that you access from the equipment master record. Blank: ZJDE0003
7. Bill of Material Inquiry (P30200) Version | Specify the version of the Bill of Material Inquiry program (P30200) that you access from the equipment record. Blank: ZJDE0001
8. Service Entitlement Inquiry (P1723) Version | Specify the version of the Entitlements Inquiry program (P1723) that you access from the equipment master record. Blank: ZJDE0001
9. Case History (P17500) Version | Specify the version of the Work With Cases program (P17500) that you access from the equipment master record. Blank: ZJDE0003
10. Item Master (P4101) Version | Specify the version of the Item Master program (P4101) that you access from the equipment master record. Blank: ZJDE0001
11. Supplemental Data (P00092) Version | Specify the version of the Supplemental Data program (P00092) that you access from the equipment master record. Blank: ZJDE0001
12. Equipment Master Related Orders (P17023) Version | Specify the version of Equipment Master Related Order Information program (P17023) to use. The system uses this version to access orders that are associated with the selected equipment record when you select Equipment Master, then Related Orders from the Row menu on the Work with Equipment Master form. Blank: ZJDE0001
13. Equipment Master Parent/Child (P12017) Version | Specify the version of the Equipment Master Parent/Child program (P12017) that you access from the equipment master record. Blank: ZJDE0002
14. Location Information (P1201) Version | Specify the version of the Asset Master Information program (P1201) that you access from the equipment record. Blank: ZJDE0001
15. Work With Locations (P12215) Version | Specify the version of the Work With Locations program (P12215) that you access from the equipment record. Blank: ZJDE0001
16. Location Transfer (P12115) Version | Specify the version of the Location Transfer program (P12115) that you access from the equipment record. Blank: ZJDE0001
17. Equipment Master Address Locations (P1704) Version | Specify the version of the Equipment Master Address Location Revisions program (P1704) that you want to use. Blank: ZJDE0001
18. Item Branch (P41026) Version | Specify the version of the Item Branch program (P41026) that you want to use. Blank: ZJDE0001
19. Equipment Backlog (P13220) Version | Specify the version of the Equipment Backlog program (P13220) that you want to use. Blank: ZJDE0001
20. PM Orders (P12071) Version | Specify the version of the PM Backlog program (P12071) that you want to use. Blank: ZJDE0001
21. Equipment Parts List (P13017) Version | Specify the version of the Equipment Parts List program (P13017) that you want to use. Blank: ZJDE0001
22. Equipment Master (P90CD001) Version | Specify the version of the Equipment Master Revisions program (P90CD001) that you want to use. This program is used only when the CRM User processing option on the Process tab is set to 1 (CRM User). Blank: ZJDE0001

#### Setting Processing Options for the Equipment Master Revisions Program (P1702)

Use these processing options to set default values for the Equipment Master Revisions program.

Note. Access these processing options by entering IV (interactive versions) in the Fast Path field.

Edits

These processing options specify requirements for when you add equipment records.

1. Unit Number Required | Specify whether the system requires a unit number when you add an equipment record. Values are: Blank: Do not require a unit number. 1: Require a unit number. Note. This processing option does not apply to the Speed Registration program (P1705).
2. Serial Number Required | Specify whether you are required to enter a serial number when you add an equipment record. Values are: Blank: Do not require a serial number. 1: Require a serial number.
3. Inventory Item Number Required | Specify whether you are required to enter an inventory item number when you add an equipment record. Values are: Blank: Do not require an inventory item number. 1: Require an inventory item number.
4. Base Warranty Contracts | Specify whether to generate a base warranty contract when you add an equipment record. Values are: Blank: Do not generate a base warranty contract. 1: Generate a base warranty contract.
5. Base Warranty Contract Start Date | Specify which start date the system uses for the base warranty contract. Values are: Blank: Use the installation date as the start date. 1: Use the acquired date as the start date.
6. Require Base Warranty | Specify whether the system requires base warranty defaults before you add an equipment record. Values are: Blank: Do not require base warranty defaults. 1: Require base warranty defaults.
7. Display Base Warranty | Specify whether the system displays base warranty contracts after you add an equipment record. Values are: Blank: Do not display base warranty contracts. 1: Display base warranty contracts.
8. Create Mailing Data | Specify whether the system automatically creates mailing data in the Equipment Master Location Details table (F17311) when you add an equipment record. Values are: Blank: Do not automatically create mailing data. 1: Automatically create mailing data.
9. Assessor Default | Specify whether the system assigns the default value for the assessor. Values are: Blank: Assign the assessor. 1: Do not assign the assessor.

Defaults

These processing options supply default values on the Equipment Master Revisions form.

1. Company | Specify the company that is responsible for the equipment costs. The system uses this value when validating the depreciation defaults for the asset cost account.
2. Responsible Business Unit | Specify the business unit that is responsible for the equipment costs. The system uses this value when validating the depreciation defaults for the asset cost account.
3. Cost Center | Specify the business unit component of the asset cost account that the system uses for tracking equipment costs. The system uses the asset cost account to determine which depreciation default accounts to validate.
4. Account Object | Specify the object component of the asset cost account that the system uses for tracking equipment costs. The system uses the asset cost account to determine which depreciation default accounts to validate.
5. Account Subsidiary | Specify the subsidiary component of the asset cost account that the system uses for tracking equipment costs. The system uses the asset cost account to determine which depreciation default accounts to validate.
6. Default Cost Account from Parent | Specify whether the parent asset supplies default values for cost account information when you add children assets. Values are: Blank: Do not use cost account information. 1: Use cost account information.
7. Create Account Balances Record | Specify whether the system creates an account balances record when you add an equipment record. Values are: Blank: Do not create account balances. 1: Create account balances.
8. Beginning Equipment Status | Enter a value from UDC 12/ES (Status or Disposal Code) that identifies the initial status that the system assigns to the equipment record.
9. Beginning Registration Status | Enter a value from UDC 17/RS (Product Registration Status) that identifies the initial registration status that the system assigns to the equipment record.
10. Allow Work Order | Specify a default value for the Allow Work Order field when adding an Equipment Master record. Values are: Blank: Do not allow work orders. 1 or Y: Allow work orders.
11. Location Default | Specify whether the system derives the equipment location from the responsible business unit. Values are: Blank: No Location. 1: Use the location from the responsible business unit.
12. Location Start Effective Date | Specify the effective start date for the equipment location. Values are: Blank: Use the system date. 1: Use the date acquired.
13. Allow Meter Schedules | Specify the default value for the Allow Meter Schedules field when adding an Equipment Master record. Values are: Blank: Do not allow meter based PM schedules. 1: Allow meter based PM schedules.

Process

1. CRM User | Specify whether the system runs the application for the CRM user. Values are: Blank: Non-CRM user. 1: CRM user.

Export

These processing options supply export values on the Equipment Master Revisions form.

1. Enter the Transaction Type for the export transaction. | Enter a value from UDC 00/TT (Transaction Type) that identifies the transaction type for the export transaction. If you leave this processing option blank, the system does not perform interoperability processing.
2. Enter the APS Outbound Processor (R34A400) Version to call when performing interoperability processing. | Specify which version of APS Outbound Processor (R34A400) the system uses when it performs interoperability processing. Blank: XJDE0002

Versions

These processing options specify the versions of programs to launch from the equipment records.

1. Service Entitlement Inquiry (P1723) Version | Specify the version of the Entitlements Inquiry program (P1723) that you access from the Equipment Master Revisions form. Blank: ZJDE0001
2. Scheduling Workbench (P48201) Version | Specify the version of the Work With Work Orders program (P48201) that you access from the Equipment Master Revisions form. Blank: ZJDE0002
3. Status History (P1307) Version | Specify which version of Status History (P1307) the system uses. Blank: ZJDE0002
4. Equipment Message Log (P1205) Version | Specify which version of Equipment Message Log (P1205) the system uses. Blank: ZJDE0002
5. Equipment PM Schedule (P1207) Version | Specify which version of Equipment PM Schedule (P1207) the system uses. Blank: ZJDE0002
6. Cost Summary (P122101) Version | Specify which version of Cost Summary (P122101) the system uses. Blank: ZJDE0003
7. Bill of Material Inquiry (P30200) Version | Specify the version of the Bill of Material Inquiry program (P30200) that you access from the Equipment Master Revisions form. Blank: ZJDE0001
8. Quick Customer Add (P01015) Version | Specify the version of the Quick Customer/Contact Add program (P01015) that you access from the Equipment Master Revisions form. Blank: ZJDE0001
9. Case History (P17500) Version | Specify the version of the Work With Cases program (P17500) to use. Blank: ZJDE0003
10. Item Master (P4101) Version | Specify the version of the Item Master program (P4101) that you access from the Equipment Master Revisions form. Blank: ZJDE0001
11. Item Branch (P41026) Version | Specify the version of the Item Branch program (P41026) that you access from the Equipment Master Revisions form. Blank: ZJDE0001
12. Equipment Master Related Orders (P17023) Version | Specify which version of Equipment Master Related Order Information (P17023) the system uses. Blank: ZJDE0001
13. Equipment Master Parent/Child (P12017) Version | Specify the version of the Equipment Master Parent/Child program (P12017) that you access from the Equipment Master Revisions form. Blank: ZJDE0002
14. Supplemental Data (P00092) Version | Specify the version of the Supplemental Data program (P00092) that you access from the Equipment Master Revisions form. Blank: ZJDE0005
15. Location Information (P1201) Version | Specify the version of the Asset Master Information program (P1201) that you access from the Equipment Master Revisions form. Blank: ZJDE0001
16. Location Transfer (P12115) Version | Specify the version of the Location Transfer program (P12115) that you access from the Equipment Master Revisions form. Blank: ZJDE0001
17. Equipment Parts List (P13017) Version | Specify the version of the Equipment Parts List program (P13017) that the system uses. Blank: ZJDE0001
18. Equipment Master Address Location (P1704) Version | Specify the version of the Equipment Master Address Location Revisions program (P1704) that the system uses. Blank: ZJDE0001
19. Work With Locations (P12215) Version | Specify the version of the Work With Locations program (P12215) that the system uses. Blank: ZJDE0001
20. Equipment Backlog (P13220) Version | Specify the version of the Work With Equipment Work Orders program (P13220) that the system uses. Blank: ZJDE0001
21. PM Orders (P12071) Version | Specify the version of the Preventive Maintenance Backlog program (P12071) that the system uses. Blank: ZJDE0001
22. Accounts (P0901) Version | Specify the version of the Accounts program (P0901) that the system uses. Blank: ZJDE0001
23. Contracts (P1720) Version | Specify the version of the Work With Contracts program (P1720) that the system uses. Blank: ZJDE0001
24. Parent History Inquiry (P12212) Version | Specify the version of the Work With Parent History program (P12212) that the system uses. Blank: ZJDE0001
25. License Information (P1206) History | Specify the version of the License Information program (P1206) that the system uses. Blank: ZJDE0001
26. Equipment Revisions (P90CD001) Version | Specify the version of the Equipment Revisions program (P90CD001) that the system uses. This program is used only when the CRM User processing option on the Process tab is set to 1 (CRM User). Blank: ZJDE0001

Data Selection

The Equipment Master Update from Ship Confirm enables additional data selection criteria. These processing options specify the additional criteria.

1. Last Status Code | Enter a value from UDC 40/AT (Activity/Status Code) that identifies the last status of a sales order that is required to add an equipment record.
2. Country | Enter a value from UDC 00/CN (Country Codes) that identifies the country code of customers whose orders are to be added to the equipment master.

### Creating Equipment Records from Fixed Assets

This section discusses how to:

- Create equipment records from fixed assets.

- Set processing options for the Create Equipment Master Extension Tables program (P17021).

You can create an equipment record from an existing record in the JD Edwards EnterpriseOne Fixed Assets database.

#### Forms Used to Create Equipment Records from Fixed Assets

Form Name | FormID | Navigation | Usage
Create Equipment Master Extension Tables | W17021A | Periodic Equipment Master Processing (G1721), Create Equip Master from Fixed Assets | Locate the record.
Equipment Master Revisions | W1702A | Select a record on the Create Equipment Master Extension Tables form, and select Create Extension from the Row menu. | Create equipment records from fixed assets. Enter information such as site number, customer number, date acquired, installation date, serial number, inventory item number, product model, and product family.

#### Locating the Records

Access the Create Equipment Master Extension Tables form.

When you click Find, the system displays only the assets that do not have the Equipment Master Extension (F1217) table populated.

#### Setting Processing Options for the Create Equipment Master Extension Tables Program (P17021)

Use these processing options to supply the default values for the Create Equipment Master Extension Tables program.

Defaults

This processing option specifies the beginning registration status.

1. Beginning Registration Status | Enter a value from UDC 17/RS (Product Registration Status) that identifies the initial registration status that the system assigns to the equipment record.

Edits

These processing options specify default values for equipment base warranties.

1. Generate Base Warranty Contracts | Specify whether the system generates base warranty contracts when you create an equipment record. Values are: Blank: Do not generate base warranty contracts. 1: Generate base warranty contracts.
2. Base Warranty Contract Start Date | Specify which date the system uses as the start date for the base warranty contract. Values are: Blank: Use the installation date as the start date. 1: Use the acquired date as the start date.
3. Display Base Warranty | Specify whether the system displays base warranty contracts after you add an equipment record. Values are: Blank: Do not automatically display the base warranty contracts after creating an equipment record. 1: Automatically display the base warranty contracts after creating an equipment record.

Versions

These processing options specify the versions of programs to launch from Equipment Master Revisions.

1. Equipment Master Revisions (P1702) version | Specify the version of the Equipment Master Revisions program (P1702). The system uses the processing options from this version, such as serial number requirements and base warranty default requirements, when creating Equipment Master extension records. Blank: ZJDE0001
2. Equipment Master Revisions (P1702) version | Specify the version of the Equipment Master Revisions program (P1702) that the system uses to display the newly created equipment master record. Blank: ZJDE0001
3. Work With Contracts (P1720) version | Specify the version of Work With Contracts (P1720) to use when you create base warranty contracts. Blank: ZJDE0001