JD Edwards EnterpriseOne Capital Asset Management Preface

JD Edwards EnterpriseOne Products

JD Edwards EnterpriseOne Application Fundamentals

About This Documentation

Common Fields Used in This Implementation Guide

Getting Started with JD Edwards EnterpriseOne Capital Asset Management

JD Edwards EnterpriseOne Capital Asset Management Overview

JD Edwards EnterpriseOne Capital Asset Management Business Processes

JD Edwards EnterpriseOne Capital Asset Management Integrations

JD Edwards EnterpriseOne Capital Asset Management Implementation

Understanding Capital Asset Management Features

CAM Features

CAM Tables

Integrating with Intelligent Graphic Solution

Understanding IGS

Prerequisites

Integrating with IGS

Setting Up Capital Asset Management

Understanding System Setup

Understanding UDCs for CAM

Setting Up Constants

Setting Up Next Numbers for Equipment

Setting Up Product Family and Model Combinations

Setting Up Customer and Service Provider Records

Setting Up Equipment

Understanding Equipment Setup

Understanding Fixed Asset Range of Accounts

Understanding Journal Entries for Equipment Costs

Setting Up Specification Data for Equipment

Setting Up Supplemental Data for Equipment

Setting Up Equipment Billing

Understanding Equipment Billing

Understanding System Integration

Understanding Equipment Billing Setup

Understanding System Features

Understanding Charges for Equipment Use

Understanding Equipment Billing System Flow

Understanding Equipment Billing Tables

Setting Up the Billing Rate Code Hierarchy

Setting Up Equipment Rates

Setting Up Rental Rules

Setting Up Billable Days

Setting Up Equipment Distribution Rules

Setting Up Inventory

Understanding Inventory

Setting Up Inventory in the Item Master

Setting Up Inventory Management and Procurement for CAM Users

Setting Up Preventive Maintenance

Understanding AAIs for PMs

Setting Up PM Rules for Schedules

Setting Up Work Orders

Understanding Work Orders

Understanding Work Order AAIs

Understanding Record Types

Understanding Supply and Demand Inclusion Rules

Setting Up Constants for Work Orders

Setting Up Next Numbers for Work Orders

Setting Up Work Order History

Setting Up Default Locations and Printers

Setting Up Parts and Labor Planning

Understanding General Planning Information

Understanding UDCs for Resource Planning

Understanding Supply and Demand Inclusion Rules

Setting Up Manufacturing Constants

Setting Up UDCs for Parts Planning

Setting Up Resource Planning

Setting Up Work Centers and Work Center Rates

Calculating Available Resource Units

Understanding the Equipment Master

Understanding Equipment Master Information

Understanding the Types of Equipment Identification Information

Creating Equipment Master Records

Understanding Equipment Master Records

Creating Equipment Master Records Manually

Creating Equipment Records from Fixed Assets

Working with Equipment Information

Understanding Equipment Records

Searching for Equipment Records

Tracking Equipment Status

Revising Customer and Site History

Entering Specification Information

Creating an Equipment Parts List

Copying an Equipment Parts List

Running the Equipment Parts List Batch Update

Working with Meter Readings

Understanding Meter Readings

Common Elements Use in This Chapter

Entering Meter Readings

Entering Speed Meter Readings

Creating Equipment Templates for Speed Meter Readings

Working with Meter Estimates

Reviewing and Revising Meter Readings

Working with Preventive Maintenance Schedules

Understanding PM Schedules

Understanding PM Cycle Events

Understanding PM Process Flow

Common Elements Used in This Chapter

Creating a PM Schedule

Linking Service Types

Creating a Maintenance Route

Working with Model PM Schedules

Updating PM Schedule Status Information

Changing the Status of PMs to Complete

Creating Model Work Orders

Understanding Model Work Orders

Prerequisites

Creating Model Work Orders

Setting Up Standard Parts Lists and Work Order Instructions

Working with Work Orders

Understanding the Work Order Life Cycle

Understanding Workflow

Common Elements Used in This Chapter

Creating Work Orders Using the Planning Workbench Program (P13700)

Assigning Parts to a Work Order

Selecting Parts from Inventory

Assigning Labor to a Work Order

Creating Work Orders Using the Work Order Entry Programs (P48201 and P17714)

Creating Work Orders for Unscheduled Maintenance

Processing Work Orders

Understanding Work Order Processing

Prerequisite

Locating Work Orders

Revising Work Orders

Updating the Life Cycle Information of a Work Order

Reviewing the Status History of a Work Order

Swapping Components

Reviewing Work Order Parts Lists

Purchasing Parts for a Work Order

Working with Work Orders on the Web

Reviewing Cost Information

Understanding Costs

Reviewing Shop Costs by Cost Account

Reviewing Work Order Costs

Adding Costs to Work Orders

Understanding Adding Costs to Work Orders

Issuing Parts Included on the Work Order Parts List

Issuing Miscellaneous Parts to a Work Order

Reviewing Inventory Issues

Posting Inventory Issues to the General Ledger

Working with Time Entry

Understanding Time Entry

Prerequisites

Entering Employee Time Information

Processing Journal Entries

Working with Maintenance Forecasts

Understanding Maintenance Planning

Updating PM Projections

Revising PM Information

Generating a Parts Plan

Working with Parts Detail Messages

Reviewing Parts Supply and Demand

Reviewing Parent Information for Component Parts

Revising Parts Cross-References

Working with Labor Plans

Reviewing Capacity Load

Revising Labor Resources

Revising Resource Units for a Work Center

Working with Failure Analysis

Understanding Failure Analysis

Setting Up Failure Analysis

Setting Up Failures, Analyses, and Resolutions

Working with Failure Analysis Transactions

Working with Role-Based Workspaces

Understanding Role-Based Workspaces

Managing Equipment

Managing Work Orders

Managing Cases

Billing for Equipment

Understanding Equipment Time Billing

Understanding Equipment Location Billing

Entering Charges Using Equipment Time Entry

Processing Location Billings

Running the Capital Asset Management Global Updates

Understanding CAM Global Updates

Updating Equipment Numbers

Updating Asset Information

Updating Meter Schedules Flag

Updating Work Order Information

Updating Preventive Maintenance Schedule Information

Adding Extension Records

Running Conversion Programs

Purging Closed Work Orders

Capital Asset Management Reports

JD Edwards EnterpriseOne Capital Asset Management Reports

JD Edwards EnterpriseOne Capital Asset Management Reports: A to Z

JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Equipment Reports

JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Cost Reports

JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Work Order Reports

JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Maintenance Planning Reports

JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Labor Planning Reports

JD Edwards EnterpriseOne Capital Asset Management Reports: Selected Preventive Maintenance Reports