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JD Edwards EnterpriseOne Applications Capital Asset Management Implementation Guide Release 9.2

JD Edwards EnterpriseOne Applications Capital Asset Management Implementation Guide Release 9.2 Part Number: E63896-17 Copyright 2011, 2021, Oracle and/or its affiliates. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software, any programs embedded, installed or activated on delivered hardware, and modifications of such programs) and Oracle computer documentation or other Oracle data delivered to or accessed by U.S. Government end users are "commercial computer software" or "commercial computer software documentation" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, reproduction, duplication, release, display, disclosure, modification, preparation of derivative works, and/or adaptation of i) Oracle programs (including any operating system, integrated software, any programs embedded, installed or activated on delivered hardware, and modifications of such programs), ii) Oracle computer documentation and/or iii) other Oracle data, is subject to the rights and limitations specified in the license contained in the applicable contract. The terms governing the U.S. Government's use of Oracle cloud services are defined by the applicable contract for such services. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Inside are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Epyc, and the AMD logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle.

JD Edwards EnterpriseOne Applications Capital Asset Management Implementation Guide Contents Preface . i 1 Introduction to JD Edwards EnterpriseOne Capital Asset Management 1 JD Edwards EnterpriseOne Capital Asset Management Overview . 1 JD Edwards EnterpriseOne Capital Asset Management Business Processes . 1 JD Edwards EnterpriseOne Capital Asset Management Integrations . 2 JD Edwards EnterpriseOne Capital Asset Management Implementation . 5 Business Interface Integration Objects . 8 2 Understanding Capital Asset Management Features 11 JD Edwards EnterpriseOne Capital Asset Management Features . 11 JD Edwards EnterpriseOne Capital Asset Management Tables . 14 3 Setting Up Capital Asset Management 19 Understanding System Setup . 19 Understanding UDCs for CAM . 20 Setting Up Constants . 23 Setting Up Next Numbers for Equipment . 28 Setting Up Product Family and Model Combinations . 29 Setting Up Customer and Service Provider Records . 31 4 Setting Up Equipment 37 Understanding Equipment Setup . 37 Understanding Fixed Asset Range of Accounts . 37 Understanding Journal Entries for Equipment Costs . 38 Setting Up Specification Data for Equipment . 39 Setting Up Supplemental Data for Equipment . 42 5 Setting Up Equipment Billing 45 Understanding Equipment Billing . 45 Understanding System Integration . 45

JD Edwards EnterpriseOne Applications Capital Asset Management Implementation Guide Understanding Equipment Billing Setup . 46 Understanding System Features . 51 Understanding Charges for Equipment Use . 53 Understanding Equipment Billing System Flow . 54 Understanding Equipment Billing Tables . 55 Setting Up the Billing Rate Code Hierarchy . 57 Setting Up Equipment Rates . 59 Setting Up Rental Rules . 61 Setting Up Billable Days . 64 Setting Up Equipment Distribution Rules . 65 6 Setting Up Inventory 69 . 69 Understanding Inventory . 69 Setting Up Inventory in the Item Master . 72 Setting Up Inventory Management and Procurement for CAM Users . 79 7 Setting Up Preventive Maintenance 83 Understanding AAIs for PMs . 83 Setting Up PM Rules for Schedules . 85 8 Setting Up Work Orders 93 Understanding Work Orders . 93 Understanding Work Order AAIs . 94 Understanding Record Types . 94 Understanding Supply and Demand Inclusion Rules . 95 Setting Up Constants for Work Orders . 96 Setting Up Next Numbers for Work Orders . 97 Setting Up Work Order History . 98 Setting Up Default Locations and Printers . 100 9 Setting Up Parts and Labor Planning 103 Understanding General Planning Information . 103 Understanding UDCs for Resource Planning . 103 Understanding Supply and Demand Inclusion Rules . 104 Setting Up Manufacturing Constants . 105

JD Edwards EnterpriseOne Applications Capital Asset Management Implementation Guide Setting Up UDCs for Parts Planning . 107 Setting Up Resource Planning . 110 Setting Up Work Centers and Work Center Rates . 110 Calculating Available Resource Units . 113 10 Understanding the Equipment Master 117 Understanding Equipment Master Information . 117 Understanding the Types of Equipment Identification Information . 118 11 Using Natural Resources Personas (Release 9.2 Update) 121 Understanding Natural Resources Personas . 121 The Maintenance Scheduler Persona . 122 The Maintenance Technician Persona . 128 12 Creating Equipment Master Records 133 Understanding Equipment Master Records . 133 Creating Equipment Master Records Manually . 134 Creating Equipment Records from Fixed Assets . 149 Using Equipment Geo Coding (Release 9.2 Update) . 151 13 Working with Equipment Information 153 Understanding Equipment Records . 153 Searching for Equipment Records . 154 Tracking Equipment Status . 154 Revising Customer and Site History . 156 Entering Specification Information . 157 Creating an Equipment Parts List . 159 Copying an Equipment Parts List . 163 Running the Equipment Parts List Batch Update . 164 14 Working with Meter Readings 167 Understanding Meter Readings . 167 Common Elements Used in This Chapter . 167 Entering Meter Readings . 170 Entering Speed Meter Readings . 177 Creating Equipment Templates for Speed Meter Readings . 180

JD Edwards EnterpriseOne Applications Capital Asset Management Implementation Guide Working with Meter Estimates . 181 Reviewing and Revising Meter Readings . 185 15 Working with Preventive Maintenance Schedules 187 Understanding PM Schedules . 187 Understanding PM Cycle Events . 188 Understanding PM Process Flow . 189 Common Elements Used in This Chapter . 191 Creating a PM Schedule . 191 Copying a PM Schedule (Release 9.2 Update) . 195 Linking Service Types . 196 Creating a Maintenance Route . 198 Working with Model PM Schedules . 199 Updating PM Schedule Status Information . 201 Changing the Status of PMs to Complete . 206 16 Creating Model Work Orders 213 Understanding Model Work Orders . 213 Prerequisites . 213 Creating Model Work Orders . 213 Setting Up Standard Parts Lists and Work Order Instructions . 214 17 Working with Work Orders 227 Understanding the Work Order Life Cycle . 227 Understanding Workflow . 228 Understanding Work Order Mass Updates for Equipment Work Orders . 232 Common Elements Used in This Chapter . 236 Creating Work Orders Using the Planning Workbench Program (P13700) . 243 Assigning Parts to a Work Order . 260 Selecting Parts from Inventory . 268 Assigning Labor to a Work Order . 271 Creating Work Orders Using the Work Order Entry Programs (P48201 and P17714) . 276 Creating Work Orders for Unscheduled Maintenance . 280 18 Processing Work Orders 283 Understanding Work Order Processing . 283 Prerequisite . 283

JD Edwards EnterpriseOne Applications Capital Asset Management Implementation Guide Locating Work Orders . 283 Revising Work Orders . 287 Updating the Life Cycle Information of a Work Order . 288 Reviewing the Status History of a Work Order . 290 Swapping Components . 292 Reviewing Work Order Parts Lists . 295 Purchasing Parts for a Work Order . 297 Working with Work Orders on the Web . 299 Working with Work Orders on an iPad . 300 19 Reviewing Cost Information 305 Understanding Costs . 305 Reviewing Shop Costs by Cost Account . 308 Reviewing Work Order Costs . 311 20 Adding Costs to Work Orders 313 Understanding Adding Costs to Work Orders . 313 Issuing Parts Included on the Work Order Parts List . 314 Issuing Miscellaneous Parts to a Work Order . 316 Reviewing Inventory Issues . 320 Posting Inventory Issues to the General Ledger . 321 21 Working with Time Entry 323 Understanding Time Entry . 323 Prerequisites . 323 Entering Employee Time Information . 323 Processing Journal Entries . 325 22 Working with Maintenance Forecasts 327 Understanding Maintenance Planning . 327 Updating PM Projections . 327 Revising PM Information . 330 Generating a Parts Plan . 332 Working with Parts Detail Messages . 337 Reviewing Parts Supply and Demand . 342 Reviewing Parent Information for Component Parts . 343 Revising Parts Cross-References . 345

JD Edwards EnterpriseOne Applications Capital Asset Management Implementation Guide Working with Labor Plans . 346 Reviewing Capacity Load . 351 Revising Labor Resources . 355 Revising Resource Units for a Work Center . 359 23 Working with Failure Analysis 361 Understanding Failure Analysis . 361 Setting Up Failure Analysis . 361 Setting Up Failures, Analyses, and Resolutions . 366 Working with Failure Analysis Transactions . 372 24 Working with Role-Based Workspaces 377 Understanding Role-Based Workspaces . 377 Managing Equipment . 377 Managing Work Order

Welcome to the JD Edwards EnterpriseOne Applications Capital Asset Management Implementation Guide. Audience This guide is intended for implementers and end users of the JD Edwards EnterpriseOne Capital Asset Management system. JD Edwards EnterpriseOne Products This implementation guide refers to these JD Edwards EnterpriseOne products from Oracle: