Getting Started with JD Edwards EnterpriseOne Engineer to Order

This chapter discusses:

JD Edwards EnterpriseOne Engineer to Order overview.
JD Edwards EnterpriseOne Engineer to Order integrations.
JD Edwards EnterpriseOne Engineer to Order implementation.

JD Edwards EnterpriseOne Engineer to Order Overview

JD Edwards EnterpriseOne Engineer to Order from Oracle enables companies whose business consists of engineer-to-order and make-to-order projects to increase the profitability of the projects that they run, improve efficiency, and leverage relevant data that they already possess. JD Edwards EnterpriseOne Engineer to Order (ETO) accomplishes these goals by enabling you to perform these tasks:

Review and track detail information about projects.
Schedule project tasks.
Review up-to-date costing information.

JD Edwards EnterpriseOne Engineer to Order Integrations

The information in this section provides an overview of the features from other systems that support JD Edwards EnterpriseOne Engineer to Order.

JD Edwards EnterpriseOne Inventory Management

Use Oracle's JD Edwards EnterpriseOne Inventory Management to define inventory items. This information enables you to work with inventory throughout the supply chain. You can define items as project-specific to distinguish them from general inventory.

JD Edwards EnterpriseOne Product Data Management

Use Oracle's JD Edwards EnterpriseOne Product Data Management to set up manufacturing information that you need for completing manufacturing project tasks. Examples of this information include:

Bills of material
Work centers
Routings
Product costing information
Engineering change management

JD Edwards EnterpriseOne Product Data Management is also the system that you use to manage critical information for capacity and material planning.

JD Edwards EnterpriseOne Shop Floor Management

Use Oracle's JD Edwards EnterpriseOne Shop Floor Management to process the manufacturing work orders that you created for the project, issue material, complete work orders, and report the time and effort that is required to produce a project item.

JD Edwards EnterpriseOne Requirements Planning

Use Oracle's JD Edwards EnterpriseOne Requirements Planning to determine information about on-hand inventory quantities and demand that is current, and forecast:

Product sales or replacement parts.
Interbranch inventory needs.
Parts requirements for equipment and plant maintenance.
Incoming item availability from purchase orders or shop floor production.

JD Edwards EnterpriseOne Job Cost

Use JD Edwards EnterpriseOne Job Cost from Oracle to manage project and jobs and to monitor the costs and revenues that are associated with them. You can use the JD Edwards EnterpriseOne Job Cost system to perform these tasks:

Create and maintain cost code structures for the jobs.
Create a cost breakdown structure (CBS) to match the work breakdown structure.
Establish budgets for jobs.
Track and manage the costs and revenues that are associated with projects and jobs.
Perform profitability analysis.
Use contract and service billing.

JD Edwards EnterpriseOne Project Costing

Use Oracle's JD Edwards EnterpriseOne Project Costing to provide in-depth visibility to all project costs and billing to improve performance.

JD Edwards EnterpriseOne Capital Asset Management

Use Oracle's JD Edwards EnterpriseOne Capital Asset Management to maintain and service equipment. This system helps you reduce downtime and repair costs, increase productivity, and improve product quality. You can track the revenue, cost, and utilization of the assets, and you can use workflow alerts to plan and resolve issues before they become emergencies.

JD Edwards EnterpriseOne Quality Management

Use Oracle's JD Edwards EnterpriseOne Quality Management to enter and manage data that relates to the material quality of the items that you produce as part of the project. You can record quality test results in a consistent, controlled manner and monitor production processes to ensure product quality.

JD Edwards EnterpriseOne Sales Order Management

Use Oracle's JD Edwards EnterpriseOne Sales Order Management to:

Create the sales order for the project.
Maintain customer and item preference profiles.
Track sales order lines.

JD Edwards EnterpriseOne Procurement

Use the JD Edwards EnterpriseOne Procurement system from Oracle to track a diverse range of purchasing activities for:

Replenishing inventory.
Acquiring materials that are used to complete projects.
Charging purchased goods and services to specific departments, jobs, or cost centers.

JD Edwards EnterpriseOne Contract and Service Billing

If you use JD Edwards EnterpriseOne Job Cost for engineer-to-order projects, you can also use the JD Edwards EnterpriseOne Contract and Service Billing system from Oracle to bill customers for services and goods that are rendered as part of the project. This system offers a suite of features to accommodate interdivisional and customer billing. You can use the JD Edwards EnterpriseOne Contract and Service Billing system to:

Account for the costs of goods and services.
Mark up the costs to account for profit.
Bill for the services and goods that you provide.
Provide written proof that justifies the charges.
Create accounting entries for the services and goods.

JD Edwards EnterpriseOne Engineer to Order Implementation

This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne Engineer to Order system.

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 Engineer to Order, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time required to search 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

Global Implementation Steps

This table lists the suggested global implementation steps for the JD Edwards EnterpriseOne Engineer to Order system:

Step	Reference
1. Set up global user-defined code (UDC) tables.	See JD Edwards EnterpriseOne Tools 8.98 System Administration Guide, “Working with User Defined Codes”
2. Set up fiscal date patterns, companies, and business units.	See Setting Up Organizations.
3. Set up system next numbers.	See Setting Up Next Numbers.
4. Set up accounts.	See Creating the Chart of Accounts.
5. Set up general accounting constants.	See Setting Up Constants for General Accounting.
6. Set up multicurrency processing, including currency codes and exchange rates.	See Setting Up General Accounting for Multicurrency Processing.
7. Set up ledger type rules.	See Setting Up Ledger Types for General Accounting.
8. Enter address book records.	See Entering Address Book Records.
9. Set up default location and printers.	See JD Edwards EnterpriseOne Tools 8.98 Development Tools: Report Printing Administration Technologies Guide, “Working with Report Printing Administration”
10. Set up branch/plant constants.	See Entering Branch/Plant Information.
11. Set up manufacturing and distribution automatic accounting instructions (AAIs).	See Setting Up AAIs in Distribution Systems.
12. Set up document types.	See Setting Up Document Type Information.
13. Set up shop floor calendars.	See Setting Up Shop Floor Calendars.
14. Set up manufacturing constants.	See Setting Up Manufacturing Constants.

Engineer To Order Implementation Steps

This table lists the suggested application-specific implementation steps for JD Edwards EnterpriseOne Engineer to Order:

Step	Reference
1. Set up Engineer to Order user-defined codes.	See Setting Up UDCs for ETO.
2. Set up project items.	See Entering Item Information.
3. Set up product costs.	See Defining Cost Methods and Item Costs.
4. Set up cost and account classifications.	See Setting Up Cost and Account Classifications.
5. Set up job cost integration.	See Setting Up Job Cost Integration.