## Getting Started with JD Edwards EnterpriseOne Work Orders

This chapter discusses:

- JD Edwards EnterpriseOne Work Orders overview.

- JD Edwards EnterpriseOne Work Orders integrations.

- JD Edwards EnterpriseOne Work Orders implementation.

### JD Edwards EnterpriseOne Work Orders Overview

JD Edwards EnterpriseOne Work Orders enables you to integrate all aspects of creating and processing work orders with the rest of the business operations. It is specifically designed to handle small, short-term tasks that are part of a major project. It is also designed for quick setup, simple cost accounting, and basic scheduling for projects that can be completed quickly. You can use Work Orders to keep these projects as organized and well-managed as the long-term projects.

The term work order has numerous meanings and a wide variety of applications. This definition is from the Educational Society for Resource Management dictionary (APICS), Tenth Edition:

Work Order: 1) An order to the machine shop for tool manufacture or equipment maintenance; not to be confused with a manufacturing order. Synonym: work ticket. 2) An authorization to start work on an activity (for example, maintenance) or product.

This definition suggests that work orders are more widely used for maintenance functions. However, companies often use the same definition for other activities, including service requests and manufacturing activities. Other terms for which this definition applies can include job order, work request, service request, or shop order.

Regardless of the terminology, the concept is the same. Generating a work order is the activity that starts the process of completing a task. The work order identifies the work that needs to be done, and the information that it collects captures the history of the work that is performed. You use work orders to track:

- Manufacturing of parts

- Equipment repair

- Project management

- Customer service calls

Work Orders provides the user with a set of functionality that streamlines creating and processing work orders. You can create work orders quickly and online. You can also track them by status and route them for approval automatically. The system also provides project management features, such as budget and estimate controls as well as project tracking and reporting.

See Also

Setting Up Work Orders

### JD Edwards EnterpriseOne Work Orders Integrations

Work Orders complements Job Cost. While you rely on the Job Cost system for long-term projects in which budget comparisons and final cost projections are important, the Work Orders system is best suited for short-term projects with minimal transactions. In many cases, you can benefit from using both systems.

In addition to Job Cost, you can also link Work Orders to other JD Edwards EnterpriseOne systems. For example, you can link to the Payroll system to enter charges for work orders and conduct detailed time reviews of work orders by project, person, and detailed task. You can also link to the Inventory Management system to allocate parts and supplies to work orders.

JD Edwards EnterpriseOne Work Orders integrates with these JD Edwards EnterpriseOne systems from Oracle:

- JD Edwards EnterpriseOne Address Book.

- JD Edwards EnterpriseOne General Accounting.

- JD Edwards EnterpriseOne Payroll and Human Capital Management.

- JD Edwards EnterpriseOne Inventory Management.

- JD Edwards EnterpriseOne Procurement.

- JD Edwards EnterpriseOne Accounts Payable.

- JD Edwards EnterpriseOne Capital Asset Management.

- JD Edwards EnterpriseOne Job Cost.

- JD Edwards EnterpriseOne Service Billing.

JD Edwards EnterpriseOne Address Book

Every JD Edwards EnterpriseOne system works with the JD Edwards EnterpriseOne Address Book system to retrieve up-to-date employee, supplier, and other applicable name and address information.

JD Edwards EnterpriseOne General Accounting

When you enter work order transactions (including billing transactions), you must process them through the general ledger.

You enter all statistical values, such as miles, gallons, and hours into the general ledger.

When you charge a job for equipment use, the system searches the Account Master for the appropriate rate and account to bill.

JD Edwards EnterpriseOne Payroll and Human Capital Management

You can:

- Enter equipment time for billing purposes.

- Charge for labor that is associated with operating or repairing equipment.

- Charge to a work order or a work order / labor routing step depending on level of detail required by using a specific labor routing step.

JD Edwards EnterpriseOne Inventory Management

You can:

- Track and take inventory of repair parts.

- Attach parts lists to work orders.

JD Edwards EnterpriseOne Procurement

You can create purchase orders directly from the work order parts list and from other maintenance planning functions.

A purchase order includes the equipment number, which the system automatically enters in related forms and tables.

JD Edwards EnterpriseOne Accounts Payable

You can enter work order charges through the Accounts Payable system.

JD Edwards EnterpriseOne Capital Asset Management

You can maintain and service equipment to reduce downtime and repair costs. You can track the revenue, cost, and use of the assets, and you can use workflow alerts to plan and resolve issues before they become emergencies.

JD Edwards EnterpriseOne Job Cost

You can use job cost to assist you in managing the projects and jobs, and to monitor the costs and revenues that are associated with them.

JD Edwards EnterpriseOne Service Billing

Enables you to generate and print invoices for contracts, work orders, and cases.

### JD Edwards EnterpriseOne Work Orders Implementation

This section provides an overview of the steps that are required to implement JD Edwards EnterpriseOne Work Orders.

In the planning phase of the implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information. A complete list of these resources appears in the preface in About This Documentation with information about where to find the most current version of each.

When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne Work Orders, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time that is required to search for and download ESUs by 75 percent or more and enables you to install multiple ESUs at one time.

See JD Edwards EnterpriseOne Tools 8.98 Software Update Guide

#### JD Edwards EnterpriseOne Work Orders Global Implementation Steps

This table lists the suggested global implementation steps for Work Orders:

Step | Reference
1. Set up global user-defined codes. | See JD Edwards EnterpriseOne Tools 8.98 System Administration Guide, “Working with User Defined Codes”
2. Set up companies, fiscal date patterns, and business units. | See Setting Up Organizations.
3. Set up next numbers. | See Setting Up Next Numbers.
4. Set up accounts, and the chart of accounts. | See Creating the Chart of Accounts.
5. Set up the General Accounting constants. | See Setting Up the General Accounting System.
6. Set up multicurrency processing, including currency codes and exchange rates. | See Setting Up General Accounting for Multicurrency Processing, Setting Up Exchange Rates.
7. Set up ledger type rules. | See Setting Up Ledger Type Rules for General Accounting.
8. Enter address book records. | See Entering Address Book Records.
9. Set up inventory information such as branch/plant constants, default locations and printers, manufacturing and distribution AAIs, and document types. | See Setting Up the Inventory Management System.
10. Set up shop floor calendars. | See Setting Up Shop Floor Management.
11. Set up manufacturing constants. | See Setting Up Product Data Management.

#### Implementation Steps for Work Orders

This table lists the suggested application-specific implementation steps for JD Edwards EnterpriseOne Work Orders:

Step | Reference
1. Set up user-defined codes for work orders. | See Understanding User-Defined Codes for Work Orders.
2. Set up accounting rules for work orders. | See Setting Up Accounting Rules for Work Orders.
3. Set up approvals for work orders. | See Defining Approval Routes.
4. Set up default managers and supervisors. | See Setting Up Default Managers and Supervisors.
5. Set up record type formats. | See Setting Up Record Type Formats.
6. Set up standard procedures. | See Setting Up Standard Procedures.
7. Set up supplemental data for work orders. | See Setting Up Supplemental Data for Work Orders.
8. Set up activity rules for work orders. | See Setting Up Activity Rules for Work Orders.