Capital Asset Management

Capital Asset Management
Activity Guide
D17751GC10
1.0
October 2004
D40650
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CONTENTS
Preface Capital Asset Management...............................................................................................v

Typographical Conventions and Visual Cues .....................................................................v
Related Documentation and Resources ............................................................................ vii
Lesson 1 Course Overview ...............................................................................................................1
Lesson 2 Business Process Overview ...............................................................................................3
Lesson 3 Setting Up General Options..............................................................................................5

Activity 1: Viewing Service Management and Equipment Constants.............................6
Activity 2: Modifying Address Book Records ................................................................8
Activity 3: Defining Product Family and Model Combinations....................................10
Lesson 4 Creating an Equipment Master Record ........................................................................13

Activity 4: Creating Equipment Master Records...........................................................14
Lesson 5 Defining Supplemental and Specification Data ............................................................23

Activity 5: Setting Up and Entering Supplemental Data ...............................................24
Activity 6: Defining and Entering Specification Data...................................................29
Lesson 6 Tracking Location Transfers and Site/Owner Information ........................................33

Activity 7: Changing Equipment Location, Site and Customer.....................................34
Lesson 7 Describing Other Equipment Information Options .....................................................37
Lesson 8 Setting Up for Work Orders...........................................................................................39

Activity 8: Viewing the Set Up for Work Orders ..........................................................40
Lesson 9 Entering a Corrective Work Order ...............................................................................43

Activity 9: Creating a Basic Equipment Work Order....................................................44
Activity 10: Using a Work Order to Swap Components .............................................50
Lesson 10 Adding a Parts List and Labor Detail to a Work Order .............................................55
Activity 11: Setting Up an Equipment Parts List ........................................................56
Activity 12: Adding a Parts List and Labor Detail to a Work Order...........................62
Lesson 11 Setting Up for Maintenance Costing .............................................................................69
Lesson 12 Capturing Costs Against a Work Order .......................................................................71

Activity 13: Issuing Parts and Receipting a Purchase Order.......................................72
Activity 14: Creating Labor Costs...............................................................................76
Activity 15: Posting Journal Entries............................................................................78
Activity 16: Reviewing Maintenance Costs ................................................................81
PeopleSoft Proprietary and Confidential iii

Capital Asset Management Contents
Lesson 13 Working with Equipment Meter Readings...................................................................83

Activity 17: Using Meter Readings.............................................................................84
Lesson 14 Creating Preventive Maintenance Schedules................................................................89

Activity 18: Setting Up a Standard Parts List, Labor Detail Instructions, and a
Model Work Order ............................................................................................................90
Activity 19: Scheduling and Updating a PM Schedule ...............................................95
Activity 20: Setting Up Linked Services and Maintenance Loops..............................99
Activity 21: Using a Model PM and Generating a PM Projection ............................108
Lesson 15 Setting Up for Failure Analysis....................................................................................113

Activity 22: Setting Up Failure Analysis Codes, Trees, and Records.......................114
Lesson 16 Using Failure Analysis with Work Orders..................................................................121

Activity 23: Using Failure Analysis from a Work Order ..........................................122
Lesson 17 Setting Up Calendars and Resources...........................................................................125

Activity 24: Defining a Resource ..............................................................................126
Lesson 18 Using the Resource Assignments Workbench ............................................................131

Activity 25: Assigning Resources to a Work Order ..................................................132
Lesson 19 Accessing Global Updates and Data Purges ...............................................................135
Lesson 20 Describing Workflow for Approvals ...........................................................................137
Lesson 21 Course Review ...............................................................................................................139
iv PeopleSoft Proprietary and Confidential

Preface
Capital Asset Management
Typographical Conventions and Visual Cues

This section discusses:
• Typographical conventions.
• Visual cues.
• Country, region, and industry identifiers.
• Currency codes.
Typographical Conventions
This table contains the typographical conventions that are used in this guide:
Typographical Convention Description

Bold Indicates PeopleCode function names, method names, language
constructs, and PeopleCode reserved words that must be included
literally in the function call.
Italics Indicates field values, emphasis, and PeopleSoft or other book-
length publication titles. In PeopleCode syntax, italic items are
placeholders for arguments that your program must supply.
We also use italics when we refer to words as words or letters as
letters, as in the following: Enter the letter O.
KEY+KEY Indicates a key combination action. For example, a plus sign (+)
between keys means that you must hold down the first key while
you press the second key. For ALT+W, hold down the ALT key
while you press the W key.
Monospace font Indicates a PeopleCode program or other code example.
“ ” (quotation marks) Indicate lesson and chapter titles in cross-references and words that
are used differently from their intended meanings.
. . . (ellipses) Indicate that the preceding item or series can be repeated any
number of times in PeopleCode syntax.
{ } (curly braces) Indicate a choice between two options in PeopleCode syntax.
Options are separated by a pipe ( | ).
[ ] (square brackets) Indicate optional items in PeopleCode syntax.
PeopleSoft Proprietary and Confidential v

Capital Asset Management Preface
Typographical Convention Description

& (ampersand) When placed before a parameter in PeopleCode syntax, an
ampersand indicates that the parameter is an already instantiated
object.
Ampersands also precede all PeopleCode variables.
Visual Cues
Training courses contain the following visual cues.
Notes
Notes indicate information that you should pay particular attention to as you work with
the PeopleSoft system.
Note. Example of a note.
If the note is preceded by Important!, the note is crucial and includes information that
concerns what you must do for the system to function properly.
Important! Example of an important note.
Warnings
Warnings indicate crucial configuration considerations. Pay close attention to warning
messages.
Warning! Example of a warning.
Cross-References
Training guides provide cross-references either under the heading “See Also” or on a
separate line preceded by the word See. Cross-references lead to other documents, such
as PeopleBooks, that are pertinent to the immediately preceding documentation.
Example:
Example of cross-reference to a PeopleBook
Country, Region, and Industry Identifiers

Information that applies only to a specific country, region, or industry is preceded by a
standard identifier in parentheses. This identifier typically appears at the beginning of a
section heading, but it may also appear at the beginning of a note or other text.
Example of a country-specific heading: “(FRA) Hiring an Employee”
Example of a region-specific heading: “(Latin America) Setting Up Depreciation”
vi PeopleSoft Proprietary and Confidential

Preface Capital Asset Management
Country Identifiers
Countries are identified with the International Organization for Standardization (ISO)
country code. The following country identifiers appear in this guide:
• JPN (Japan)
• USA (United States)
• <and so on>
Region Identifiers
Regions are identified by the region name. The following region identifiers appear in this
guide:
• Asia Pacific
• Europe
• Latin America
• North America
Industry Identifiers
Industries are identified by the industry name or by an abbreviation for that industry. The
following industry identifiers appear in this guide:
• USF (U.S. Federal)
• E&G (Education and Government)
Currency Codes
Monetary amounts are identified by the ISO currency code. The following currency
codes appear in this guide:
• USD (U.S. dollars)
• <and so on>
Related Documentation and Resources

PeopleSoft applications are documented in PeopleBooks, which are delivered on the
PeopleBooks CD-ROM. You can also order printed, bound versions of PeopleBooks
through the Documentation section of the PeopleSoft Customer Connection website. You
can find updates and additional documentation for each release on the PeopleSoft
Customer Connection website.
See PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.asp.
The following resources are located on the PeopleSoft Customer Connection website:
Resource Navigation
Application maintenance information Updates + Fixes
PeopleSoft Proprietary and Confidential vii

Capital Asset Management Preface
Resource Navigation
Business process diagrams Support, Documentation, Business Process Maps
Data models Support, Documentation, Data Models
Enterprise Integration Point (EIP) catalog Support, Documentation, Enterprise Integration
Point (EIP) Catalog
Hardware and software requirements Implement, Optimize + Upgrade, Implementation
Guide, Implementation Documentation and
Software, Hardware and Software Requirements
Installation guides Implement, Optimize + Upgrade, Implementation
Software, Installation Guides and Notes
PeopleBook documentation updates Support, Documentation, Documentation Updates
PeopleSoft support policy Support, Support Policy
Product release roadmap Support, Roadmaps + Schedules
Release notes Implement, Optimize + Upgrade, Upgrade Guide,
Upgrade Documentation and Software, Release
Notes
Table-loading sequences Implement, Optimize + Upgrade, Implementation
Software, Table Loading Sequences
Troubleshooting information Support, Troubleshooting
Upgrade documentation Implement, Optimize + Upgrade, Upgrade Guide
viii PeopleSoft Proprietary and Confidential

Lesson 1
Course Overview
This lesson has no activities.
PeopleSoft Proprietary and Confidential 1

Course Overview Lesson 1
Notes
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2 PeopleSoft Proprietary and Confidential

Lesson 2
Business Process Overview


Business Process Overview Lesson 2
Notes
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Lesson 3
Setting Up General Options

Setting Up General Options Lesson 3
Activity 1: Viewing Service Management and Equipment Constants

In this activity, you will review the activity overview and review the constant settings.
Slide 28 _______________________________________________________________________________________________________
Activity Overview
Constants control how your business uses many of the Capital Asset Management
features. You need to set or verify the constant settings that best support your business
needs. Review the current settings (but do not change them) for both the Service and
Warranty constants and the Equipment constants.
Note. Use STA1<use the last two digits of your student signon> for the user name and
password in this activity.
Important! The classroom workstations are set up to replicate a real business

environment. Because everyone is completing this course in a shared database, any
changes that you make could affect the entire class. Please do not make any changes in
the database unless instructed to do so in an activity or by the instructor.
Reviewing Constant Settings

To review the constant settings:
1. Select EnterpriseOne Menus, Capital Asset Management, Plant & Equipment

Management, Plant & Equipment Management Setup, Service & Warranty Constants
(P17001).
2. On S/WM System Constants Revisions, verify the following information on the

General tab:
Form Element Value or Status

S/WM Installed On
Validate Product Family/Model Combination On
Use Failure Analysis Tree for Selecting On
Use Graphical Parts Book Off
3. Click Cancel.
Other fields on this form will be addressed in subsequent exercises.
4. From the same menu view, select Equipment Constants (P001012).
5. On Fixed Asset Constants, review the three number identification symbols that are
set up and consider how they could be used in your organization.

Lesson 3 Setting Up General Options
Other fields on this form will be addressed in subsequent exercises.
This concludes the activity. Do not continue.

Activity 2: Modifying Address Book Records

In this activity, you will review the activity overview and:
• Add customer attributes.
• Add service provider attributes.
Slide 34 _______________________________________________________________________________________________________
Activity Overview
Please follow along as the instructor performs the first few activity tasks that add the
customer attribute to an existing business unit address book record. Then add the service
provider attribute to your student login address book record. Your corresponding address
book record is 2011<use the last two digits of your student signon>.

Adding Customer Attributes

To add customer attributes:

Management, Plant & Equipment Management Setup, Address Book Revisions
(P01012).
2. On Work With Addresses, change the search type to F for Facilities.
3. Locate the record for facility Address Number 6074 (Eastern Manufacturing Plant).
Your instructor will perform the next four steps.
4. Highlight the record for facility Address Number 6074 (Eastern Manufacturing Plant)
and then select S/WM from the Row menu.
5. Click Add, and then click the Customer button.

6. On Customer Information Revisions, enter the following information:

Geographic Region 300 (Eastern)
Time Zone 23 (Eastern Time)
Daylight Savings Rule USA
Work Center M30
7. Click OK, and then click Close until you return to Work With Addresses.
The student will continue with the following steps.
Adding Service Provider Attributes

To add a service provider attribute:
1. On Work With Addresses, change the search type to an E for employees.
2. Find and highlight your student address book number, 2011<use the last two digits of
your student signon>, and then select S/WM from the Row menu.
3. On Work With Service/Warranty Management Information, click Add, and then click
the Service Provider button.
4. On Service Provides Revisions, enter the following information:

ACD Extension 4567
Service Group 002
Work Center M38
Time Zone 23
Daylight Savings Rule USA
5. Click OK, and close back to Work With Addresses.

Activity 3: Defining Product Family and Model Combinations

• Add a new product family.
• Add a new product model.
• Create a product family and model combination.
Slide 39 _______________________________________________________________________________________________________
Activity Overview
Product family and model combinations allow users to easily categorize their assets. You
will need your own product family/model combination when creating equipment master
records, in a subsequent exercise. You need to:
• Create a product family with the code FORK<use the last two digits of your student
signon> and a description of Forklift<use the last two digits of your student signon>.
Important! Be sure to add your new code to the last row in the table. The system uses
the first row for the valid value of blank.
• Create two new product models:
• GAS<use the last two digits of your student signon>, Gas Engine<use the last
two digits of your student signon>
• ELEC<use the last two digits of your student signon>, Electric Engine<use the
last two digits of your student signon>
• Associate your new models to your new family.

Adding a New Product Family

To add a new product family:
1. Select Capital Asset Management, Plant & Equipment Management, Plant &
Equipment Management Setup Product Family/Model Revisions (P1790).
2. On Work With Product Family/Model Revisions, click Add.

3. Click the search button for the Product Family field to access the UDC entry form.
4. On Select User Define Code, select Revisions from the Form menu.
5. On Work with User Defined Codes, click Add.
6. On User Defined Codes, enter the following information in the last row in the table:

Codes FORK<use the last two digits of your
student signon>
Description 1 Forklift <use the last two digits of your

student signon>
Important! Be sure to add your new code to the last row in the table. The system uses
the first row for the valid value of blank.
7. Click OK to save your new code, and then click Close until you return to Product
Family/Model Revisions.
8. On Product Family/Model Revisions, type your new code into the Product Family
field.
Adding a New Product Model

1. From the same form, click the search button for the Product Model field to access the
UDC entry form.
2. On Select User Define Code, select Revisions from the Form menu.
3. On Work with User Defined Codes, click Add.
4. On User Defined Codes, enter the following information.
Remember to enter your new code starting with the last row in the UDC table.
Grid Column Label Value or Status

Code GAS<use the last two digits of your
student signon>
Description 01 Gas Engine <use the last two digits of

your student signon>

5. Enter another new code using the following information:

Code ELEC<use the last two digits of your
student signon>
Description 01 Electric Engine <use the last two digits
of your student signon>
6. Click OK, and then click Close until you return to Product Family/Model Revisions.
Creating a Product Family and Model Combination

1. On Product Family/Model Revisions, enter your new product model GAS<use the
last two digits of your student signon>.
2. Click OK to save your new product family and model combination.
3. On Product Family/Model Revision, create another product family and model

relationship using the FORK<use the last two digits of your student signon> family
and the model code ELEC<use the last two digits of your student signon>.
4. Click OK to save the combination, and then click Cancel.
5. Locate your new entries on the Product Family/Model form

Lesson 4
Creating an Equipment Master

Record

Creating an Equipment Master Record Lesson 4
Activity 4: Creating Equipment Master Records

1. Review processing options for Work with Equipment Master (P1701) and Equipment
Master Revisions (P1702).
2. Create equipment master records.
3. Map equipment category codes.
4. Create a New Piece of Equipment Using Category Code Mapping
Slide 57 _______________________________________________________________________________________________________
Activity Overview
You can use a variety of ways to add equipment master records. In this exercise you will:
• Review the processing options for Work with Equipment Master (P1701) and
Equipment Master Revisions (P1702).
• Add new equipment master records by creating a parent equipment item and its
associated children equipment.
The equipment that you create will be used throughout the remaining exercises.
• Use category code mapping to associate the equipment with the business unit.
Since the last two tasks require significant data entry, please refer to each detailed task to
ensure that all appropriate data is entered.

environment. Therefore, everyone is completing this course in a shared database; any
Reviewing Processing Options for Work with Equipment Master (P1701) and
Equipment Master Revisions (P1702)
To review the processing options for P1701 and P1702, the instructor will perform the
following steps:
1. Type IV in the Fast Path and press Enter.
2. On Work With Interactive Versions, find program P1702.
3. Highlight version ZJDE0002 (Equipment Master Revisions-EAM) and select

Processing Options from the Row menu.

Lesson 4 Creating an Equipment Master Record
4. Review the following processing option settings in the following table:
If they do not match, inform your instructor. Please do not make any changes.

Tab: Edits
Multiple Options
Tab: Defaults
Company
Responsible Business Unit
Cost Center
Account Object
Account Balances Record 1
Equipment Status SB
Allow Work Order 1
Location Default 1
Location Start Effective Date 1
5. Review the processing options for the Equipment Master program.
6. Highlight Capital Asset Management, Plant & Equipment Management, Daily

Processing, Equipment Information Equipment Master (P1701)
7. Right-click Equipment Master and select Prompt For Values.
8. Verify the following processing option value on the Versions tab:

Equipment Master Revisions (P1702) ZJDE0002
Creating Equipment Master Records

In this task, you will:
• Create an equipment master record
• Create an additional equipment master record
• Copy an equipment master record
Creating an Equipment Master Record
The student will perform the following steps. To create an equipment master record:

Management, Daily Processing, Equipment Information, Equipment Master (P1701).

2. On Work with Equipment Master, click Add.
3. On Equipment Master Revisions, enter the following information on the

Customer/Equipment tab:

Description Forklift, Electric<use the last two digits of your
(This is the second field at the top of the form, to student signon>
the right of the equipment number field.)
Site Number 6074
Customer Number 6074
Unit Number 520<use the last two digits of your student
signon>
Serial Number C355<use the last two digits of your student
signon>
Product Model ELEC<use the last two digits of your student
signon>
Product Family FORK<use the last two digits of your student
signon>
Equipment Status AV
4. Enter the following information on the Classification 1 tab:

Major Accounting Class 95
Major Equipment Class Use the visual assist to locate valid values.

Category Code 15 C03
6. Enter the following information on the Accounting tab

Company 200
Business Unit M38
Account Number 200.2095
7. Click OK and record your equipment number:

Question Answer
Are the Unit Number or Serial Number fields
required? Why?
8. On Work With Equipment Master, locate your new forklift.
9. From the Row menu, select Locations, Business Unit, Location.
10. On Location Information, verify that M38 is the current location and that the
effective date is the current date.
The system entered this default information based on the processing option settings.
Creating an Additional Equipment Master Record
To create an additional equipment master record:


Description Electric, Battery<use the last two digits of your
(This is the second field at the top of the form, to student signon>
the right of the equipment number field.)
Site Number 6074
signon>
Serial Number 134<use the last two digits of your student
signon>
signon>
signon>
Equipment Status AV
3. Enter the following information the Classification 1 tab:

Major Accounting Class Use the visual assist to locate valid values.
Major Equipment Class Use the visual assist to locate valid values.
4. Enter the following information on the Accounting tab:


Company 200
Business Unit M38
6. On Work with Equipment Master, locate and select your new battery.


Parent Number <Enter the assigned equipment master record
number for the electric forklift>
8. Click OK.
9. On Parent Change Date, click OK.
You have now created an equipment/component relationship.
Copying an Equipment Master Record
You will add the next piece of equipment by copying information from an existing
equipment master record.
1. On Work with Equipment Master, locate your new battery.
2. Highlight your battery and click Copy.
3. Change the following information on the Customer/Equipment tab:

Description Personnel Lift Cage <use the last two digits of
signon>
Serial Number PLC<use the last two digits of your student
signon>
Equipment Status AV
5. On Work with Equipment Master, locate and select your new lift cage.



Parent Number <Enter the assigned equipment master record
number for the electric forklift>
7. Click OK.
8. On Parent Change Date, click OK.
9. From the same menu, select Equipment /Component Display (P12017).
10. On Parent/Child Browse, locate your forklift.
11. Expand the tree structure for the electric forklift.
The system should display the electric battery and the personnel lift cage.
Mapping Equipment Category Codes

To map equipment category codes:

Management, Plant & Equipment Management Setup, Category Code Mapping
(P1391).
2. On Category Code Mapping, locate mapping type 1.
3. In the table below, list the category codes that are mapped from Business Unit
Reporting to the equipment:

Map ‘To; Category Code (Equipment Master)
Map ‘From’ Category Code (Business Unit)
Map ‘To; Category Code (Equipment Master)
Map ‘From’ Category Code (Business Unit)
4. Type G09411 in the Fast Path and press Enter.
5. Select Review and Revise Business Units (P0006).
6. Locate and select Business Unit M38.
7. Review the category codes—specifically the codes identified for use in category
mapping.
Note that category code 15 is set to a value of 27 (San Francisco).
8. Type UDC in the Fast Path and press Enter.

9. On Work With User Defined Codes, enter Product Code 12 and User Defined Codes
F3.
This is the table for Category Code 13. Verify that code 27 is in this table and has a
description of San Francisco.
Creating a New Piece of Equipment Using Category Code Mapping

To create a new piece of equipment using category code mapping:

2. On Work with Equipment Master, locate and highlight your electric forklift, and then
click Copy.
3. Review the category codes on the Classification 2 tab before completing the record
for this new forklift.
Note that on the Classification 2 tab, category codes 11 and 13 are unavailable for
data entry. The system maps values for these from the business unit. Category 13 has
a value of 27.
Question Answer
From where did category code 13 get the value of
‘27’?
4. Change the following information on the Customer/Equipment tab.

Description Forklif, Gas<use the last two digits of your
student signon>
Unit Number F8<use the last two digits of your student signon>
Serial Number 160<use the last two digits of your student
signon>
Product Model GAS<use the last two digits of your student
signon>
Product Family Fork<use the last two digits of your student
signon>
Results
These are the answers for this activity’s questions:

Question Answer
Are the Unit Number or Serial Number fields No, neither is required. The processing options for
required? Why? P1702 were not set to require either field. The
processing options can be set based upon your
business needs.
From where did category code 13 get the value of The system first determined what business unit M38
‘27’? had set for category codes, which in this case was
category code 15. The system then referenced that
value against the UDC table that supports category
code 13 for Equipment Master. As long as the value
for the business unit is also available in the mapped
category code UDC table for the equipment master,
the system can automatically populate this field.

Notes
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Lesson 5
Defining Supplemental and

Specification Data

Defining Supplemental and Specification Data Lesson 5
Activity 5: Setting Up and Entering Supplemental Data

1. Set up a narrative supplemental data type.
2. Review a code supplemental data type.
3. Set up a supplemental data cross-reference.
4. Verify the setup by entering supplemental data for your piece of equipment.
Slide 69 _______________________________________________________________________________________________________
Activity Overview
You need to maintain additional and changing information about your new forklift
beyond what can be maintained in the equipment master record. You will set up
supplemental data to track dynamic information about your electric forklift. You will
need to:
1. Add a narrative display mode data type (using the last two digits of your student
signon) for collecting tire wear information.
2. View the data type OR to review the available codes for UDC 12/OR.
3. Create a supplemental cross-reference for your tire wear data type (using the last two
digits of your student signon).
4. Enter supplemental data for your electric forklift for the new tire wear data type.
5. Enter supplemental data for data type OR.
Enter iron and viscosity readings for June 1, 2005 and July 7, 2005. The June
readings are acceptable and the July readings are out of tolerance. Enter the
appropriate remarks for these reading values.
6. When you have completed these tasks, review the new supplemental data entries for
your electric forklift.

Setting Up a Narrative Supplemental Data Type

To set up supplemental data:

Lesson 5 Defining Supplemental and Specification Data

Management, Plant & Equipment Management Setup, Supplemental Data Setup,
Supplemental Data Setup (P00091).
2. On Work With Supplemental Database Setup, click Find and review the existing
database codes.
3. Highlight the Supplemental Database code (SDB Code) AM for Asset Management
and select Work With Data Types from the Row menu.
4. On Work With Data Types, click Add.
5. On Data Type Revisions, enter the following information and click OK.

Display Mode N
Type Data <use the last two digits of your student signon>
Description Tire Wear-<use the last two digits of your student
signon>
6. On Work With Data Types, click Find to review your entries and verify that the new
data type is set up.
Question Answer
What is display mode N and what types of
information might you want to maintain in this type
of supplemental data?
Reviewing a Code Supplemental Data Type

To review an existing code data type:
1. On Work With Data Types, highlight and select data type OR to view the set up of
Oil Readings.
2. On Data Type Revisions, under the heading UDC Headings/Validation, note the
Product Code and Record Type and record the information below:

Product Code
Record Type
3. Select User Defined Codes from the Form menu.

4. On Work With User Defined Codes, enter the following information:

Product Code 12
User Defined Codes OR
5. Click Find to view the codes that are already set up for the oil analysis.
6. Return to the menu.
Set up a Supplemental Data Cross-Reference

To set up a cross reference:
1. From the same menu view, select Supplemental Data Cross Reference (P1392).
2. On Work With Supplemental Data Cross Reference, enter the value C03 (forklift) for
category code 15, and then click Find.
Note that three data types are currently associated with this category code. Remember
that you used this category code value when you created your forklift equipment
master record.
3. Click Add.
4. On Supplemental Data Cross Reference Revisions, enter your tire wear data type
value, (using the last two digits of your student signon) in the last row in the detail
area, and then click OK.
5. On Work With Supplemental Data Cross Reference, click Find and verify that your
tire wear data type has been added.
Verify the Setup by Entering Supplemental Data for Your Piece of Equipment
To enter supplemental data:

Management, Daily Processing, Equipment Information, Supplemental Data, Data
Entry (P00092).
2. On Work With Supplemental Data, find your electric forklift and review the list of
data types.
This is the program in which you will record data that is specific to your forklift.
3. Select your data type for tire wear (use the last two digits of your student signon).
4. On Media Object Viewer, select Text, and enter the following narrative information
about a tire inspection that was performed on one of your forklifts tires:
• The current date

• A notation of a typical observation that a mechanic might make about tire wear
(for example, measurement of tire diameter, evenness of wear, differences
between tires, and so on).
• Your name
5. Select Save.
When you return to Work With Supplemental Data, a paperclip symbol appears next to
the row that was just updated. This indicates an attachment for the data type for tire wear.
6. Select data type OR to access the data entry form.
7. Select UDC from the Row menu (or use the visual assist to select the oil analysis
codes), and enter the following information in the first row:

Oil UDC IRON
Date June 1, 2005
Reading 35
Remark ppm
Remarks (Line 2) within parameters
8. Enter the second row of information:

Oil UDC VISCOSTY
Date June 1, 2005
Reading 1.0
Remark cSt
Remarks (Line 2) within parameters
9. Enter the third row of information:

Oil UDC IRON
Date July 7, 2005
Reading 105
Remark ppm
Remarks (Line 2) change oil

10. Enter the fourth row of information:

Oil UDC VISCOSTY
Date July 7, 2005
Reading 3.0
Remark cSt
Remarks (Line 2) change oil
11. Click OK.
12. On Work With Supplement Data, click Find.
Note that the checkmark indicates the presence of data. To redisplay the paperclip, click
the paperclip icon on the header row.
Results
Question Answer
What is Display Mode N and what types of Display mode N directs the system to display the
information might you want to maintain in this type media objects form. You can use media objects to
of supplemental data? enter text or attach other objects.

Activity 6: Defining and Entering Specification Data

1. Set up new specification data field definitions.
2. Verify the setup by entering specification data for your piece of equipment.
Slide 73 _______________________________________________________________________________________________________
Activity Overview
You need to maintain more information about your new forklift than what is maintained
in the equipment master record. You will set up specification data to track static
information about your electric forklift. You will need to:
1. Add two additional field definitions for category code C03.
These two fields must be on a new page that matches your student signon (<use the
last two digits of your student signon>). Both fields will be mandatory fields, one for
recording the tire size requirements and one for recording required filter sizes.
2. Enter specification data against your electric forklift, using page 1 and your new
page.

Setting Up New Specification Data Fields

To setup up new specification data fields:

Management, Plant & Equipment Management Setup, Supplemental Data Setup,
Specification Cross Reference (P1215).
2. Enter the category code 15 value of C03 (Forklift) and click Find to review the
existing specification data.
3. Add two additional field definitions that will be used for data entry for C03. (Each
student will add these to a student-specific page number.)

4. Enter the following information for the first specification:

Page No <use the last two digits of your student signon>
Sequence Number 8
Description Tire Size
Field Number 8
Field Type N
Item Size 10
Display Decimals 0
Justify (R or L) R
Required Field (Y/N) Y
5. Click OK.
6. Enter the following information for the next specification:

Page No <use the last two digits of your student signon>
Sequence Number 9
Description Filter Size
Field Number 9
Field Type N
Item Size 10
Display Decimals 0
Justify (R or L) R
Required Field (Y/N) Y
7. Click OK.
8. On Work With Specification Cross Reference, click Find, and verify that your new
data has been added.
Verifying the Setup by Entering Specification Data for Your Piece of Equipment
To enter specification data:

Management, Daily Processing, Equipment Information, Supplemental Data,
Specification Data Entry (P1216).
2. On Work With Specification Data, enter your electric forklift number and Page
number 1 and click Add.

Note that on page one, not all fields are mandatory.
3. Fill in specification information as desired, click OK, and then Cancel.
4. On Work With Specification Data, add data for your electric forklift using your page
that corresponds with your student number (use the last two digits of your student
signon).
Note that your student number page contains two Spec tabs. You have defined data fields
that require entries on both Spec tabs.
5. On Work With Specification Data, click Find, and review your new data entries.
Hint: Use an asterisk (*) in the page number field to review all specification pages.

Notes
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Lesson 6
Tracking Location Transfers and

Site/Owner Information

Tracking Location Transfers and Site/Owner Information Lesson 6
Activity 7: Changing Equipment Location, Site and Customer

• Transfer equipment between locations.
• Update equipment site information.
Slide 82 _______________________________________________________________________________________________________
Activity Overview
Equipment Location Tracking allows you to locate equipment, move equipment, and plan
future equipment locations for your equipment assets. For example, you can use
Equipment Location Tracking to track your forklifts, which can be used in several places
within your organization. Using the following information, you will transfer your
forklifts:
• Transfer your electric forklift from its current location, to location M30, using
today’s date. Verify that the forklift’s children (components) were also transferred.
• Transfer your gas forklift from its current location to a planned location of M30,
using tomorrow’s date.
• Transfer your gas forklift from its current site number to site 200, using a location
code of current.

Transferring Equipment Between Locations

To transfer equipment between locations:

Management, Daily Processing, Equipment Location Tracking, Work With Location
(P12215).
2. On Work With Locations, find your electric forklift, highlight it, and then select
Location Transfer from the Row menu.
3. On Location Transfer, enter the following information, and click OK.

To Location M30
Effective Date Enter today’s date.

Lesson 6 Tracking Location Transfers and Site/Owner Information
4. On Work With Locations, click Find.
Notice the two lines of information: One is current information; the other is
historical.
5. Record the higher transfer number:
6. Find your gas forklift, highlight it, and then select Location Transfer from the Row
menu.
7. On Location Transfer, enter the following information, and click OK.

To Location M30
Effective Date Enter tomorrow’s date.
8. On Work With Locations, click Find.
Notice the two lines of information: One is current information; the other is planned.
9. On Work With Locations, find your electric forklift and the forklift’s children by
entering the transfer number recorded above and by leaving the Asset Number field
blank.
10. Verify that the children were transferred with the parent.
Updating Equipment Site Information

To transfer equipment using site and customer:

2. On Work with Equipment Master, find and highlight your gas forklift.
3. From the Row menu, select Locations, Address Book, Transfer.
4. On Equipment Location Revisions, enter the following information:

Site Number 200
Location Code C
5. Click OK.
6. On Work with Equipment Master, select Locations, Address Book, Inquiry from the
Row menu.
7. Review the location information.

Tracking Location Transfers and Site/Owner Information Lesson 6

Lesson 7
Describing Other Equipment

Information Options

Describing Other Equipment Information Options Lesson 7
Notes
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Lesson 8
Setting Up for Work Orders

Setting Up for Work Orders Lesson 8
Activity 8: Viewing the Set Up for Work Orders

• Review service and warranty management constants.
• Review address book attributes.
• Review document type maintenance.
• Review work order activity rules.
Slide 105 ______________________________________________________________________________________________________
Activity Overview
As part of the implementation of the Capital Asset Management system, you must set up
the information necessary to support the use of work orders. These work orders can be
used to manage information and costs both for unscheduled (corrective) work and for
scheduled (preventive maintenance) work. For this activity:
• Verify that the responsible business unit setting in the service and warranty system
constants, work order tab, is set to 3 (for equipment).
• Verify that your address book number (2011<use the last two digits of your student
signon>) has service and warranty attributes that define you as a service provider.
• Verify that the document type WM is defined as an equipment work order (04) in
document type maintenance.
• Review the work order activity rules for document type WM and order type 1.

Reviewing Service and Warranty Management Constants

To review the service and warranty management constants:

Management, Plant & Equipment Management Setup, Service & Warranty Constants
(P17001).
2. On S/WM System Constants Revisions, select the Work Orders tab.
3. Verify or set the Responsible BU Location to 3 (Equipment).

Lesson 8 Setting Up for Work Orders
Reviewing Address Book Attributes

To review your address book attributes for service and warranty:
1. From the same menu view, select Address Book Revisions (P01012).
2. On Work With Addresses, using search type E for employee, locate your address
number 2011<use the last two digits of your student signon>.
This is the address number that corresponds to your student signon. You are the
person who will be entering work orders.
3. Highlight your employee record and select S/WM from the Row menu.
4. On Work With Service/Warranty Management Information, click the row for Service
Provider, and then click Select.
Any person entering Work Order information must have the Address Book S/WM
attribute defined for Service Provider. You added this attribute earlier in the exercise
set.
Reviewing Document Type Maintenance

To review the document type maintenance:
1. From the same menu view, select Document Type Maintenance (P40040).
2. On Work With Document Type, find and select document type WM.
3. On Document Type Revisions, click the Work Order Definition tab and review the
order type setting.
Equipment work orders are defined with an order type value of 04.
Reviewing Work Order Activity Rules

To review the work order activity rules:

Management, Plant & Equipment Management Setup, Maintenance Setup, Work
Order Setup, Work Order Activity Rules (P4826).
2. On Work With Work Order Activity Rules, find and select the Order Type WM, WO
Type 1.
Question Answer
If a work order is at a status of M, what values are
allowed for the next status?
Can you change the status of a work order to a status
that is not in the next allowed status fields within the
Work Order Activity Rules for your current work
order status?

Setting Up for Work Orders Lesson 8
Results
These are the answer for this activity’s questions:
Question Answer
If a work order is at a status of M, what values are A work order with the document type WM, order
allowed for the next status? type of 1 and at a current status of M can progress to
the following statuses:
• M*
MWO Waiting Manager Approval
• MA
MWO Approved
• MR
MWO Requested/Not Approved
Can you change the status of a work order to a status Any attempt to change the status of a work order to a
that is not in the next allowed status within the Work status that is not listed as one of the next allowed
Order Activity Rules for your current work order status options will result in a hard error.
status?

Lesson 9
Entering a Corrective Work Order

Entering a Corrective Work Order Lesson 9
Activity 9: Creating a Basic Equipment Work Order

1. Review processing options for P48201 and P17714.
2. Set up a standard procedure.
3. Create a work order header.
4. Associate record types and an attachment to a work order.
5. Print and validate work order header information.
Slide 123 ______________________________________________________________________________________________________
Activity Overview
A work order includes static information and life cycle information about the order. The
life cycle of a work order includes the steps, or statuses, through which the order must
pass to communicate the progress of the order.
Corporate headquarters has indicated that they will be doing safety inspections for all
heavy and mobile equipment. Being proactive, you decide to perform a preliminary
safety inspection for some of the equipment as a spot check. You will need a work order
for this activity. To set up, create, and verify work order information, you will:
1. Review the processing options for programs P48201 and P17714 with the instructor.
2. Create a standard procedure to use with the new work order.
This procedure should contain information about the inspection requirements and be
named SAFETY<use the last two digits of your student signon>.
3. Create a work order header against your electric forklift number.
Enter a failure description of Safety Inspection<use the last two digits of your student
signon>, use branch M30, a scheduled start date of August 15, 2005, assign your
message (standard procedure) SAFETY<use the last two digits of your student
signon>, and use M38 for the accounting business unit.
4. Add a text attachment to your new work order.
Also add information into the record types Full Description of Request, Tool and
Equipment Instructions, and Safety Provisions.
5. Print the work order to check the work order information.

Lesson 9 Entering a Corrective Work Order

Reviewing Processing Options for P48201 and P17714

To review the processing option settings, please follow along with your instructor:
1. Review the following processing option settings for P48201, version ZJDE0001 with
the instructor.
The instructor will make any necessary changes.
Tab: Defaults 2
From Status Code W.O. M
Thru Status Code W.O. NB
Type – W.O. blank
Document Type blank
Tab: Versions
Parts Detail ZJDE0002
Labor Detail ZJDE0002
Tab: WO Entry
Work Order Entry Program 1
Work Order Entry Version ZJDE0003
2. Review the following processing option settings for P17714, version ZJDE0003 with
the instructor.
The instructor will make any necessary changes.
Tab: Default
Work Order Document Type WM
Work Order Type 1
Work Order Priority M


Type Bill of Material M
Type of Routing M
Failure Description blank
Tab: Process
Create Labor Detail blank
Create Parts Detail blank
Work Order Status Window 1
Tab: Equipment Master

Customer Number Update blank
Site Number Update blank
Tab: Versions
Work Order Parts Detail ZJDE0002
Work Order Labor Detail ZJDE0002
The student will continue through the rest of the activity.
Setting Up a Standard Procedure

To set up a standard procedure:

Management Setup, Maintenance Setup, Work Order Setup, Standard Procedures
(P00191).
2. On Work With Generic Message/Rate Types, click Add.
3. On Enter Generic Message/Rates, enter a new message code, SAFETY<use the last
two digits of your student signon>, and a description for your safety inspection on the
last row of the table.
4. Highlight your new entry and select General Message from the Row menu.
5. On General Message, add information that your technician will need to know when
reviewing the work order. If you need to insert additional blank lines, highlight the

row in which you want to insert a blank line above and then select Insert Line from
the Row menu.
6. Click OK through each form to save your message.
You will be using this standard procedure in your work order.
Creating a Work Order Header

To create a new work order header:
1. Select EnterpiseOne Menus, Capital Asset Management, Plant & Equipment

Management, Daily Processing, Work Order. Work Order Entry (P48201).
2. On Work With Work Orders, click Add.
3. On Work Order Revisions, the document type will be WM and the order type is 1, as
defined in the processing options. Enter the additional information on the Order
Detail tab:

Equipment Number (your electric forklift number)
Branch M30
Failure Description Safety Inspection <use the last two digits of your
student signon>
4. Enter the following information on the Scheduling tab:

Scheduled Start Date August 15, 2005
Assigned To 9400
5. Enter the following information on the Classification tab:

Priority M
Message No SAFETY<use the last two digits of your student
signon>

Business Unit M38

7. Click OK.
Note that the work order status will be M. This work order has a document order type of
WM and a work order type of 1. Because work order activity rules have been defined for
this combination, the system locates the first valid status and assigns it as the work order
status. The activity rules are set to start at M for Maintenance Work Request.
8. On Status Change, click OK.
9. Record your work order number:
Question Answer
The Manager value can originate from four different
places in addition to being manually entered. List
them in the order that they will be used as default
values.
Associating Record Types and an Attachment to a Work Order

To add record type information and an attachment to a work order:
1. On Work With Work Orders, highlight your new work order and select Supplemental
and then Record Types from the Row menu.
2. On Work With Work Order Record Types, select each of the following and enter an
appropriate description for it:
• Full Description of Request
• Tool and Equipment Instructions
• Safety Provisions
3. Click Find.
Note that the description titles to which you added information now appear in
boldface type.
4. Quit the program and access Work With Work Orders.
5. Highlight your work order and select Attachment from the Row menu.
6. On Media Objects Viewer, click Text, and add any informational text that you want
to attach to this work order.
Ensure that only one text box appears and that it contains your information.
Additional text items can be associated with your work order; however, only the text
in the first attachment will be printed.
Printing and Validating Work Order Header Information

To print and validate a work order:

1. On Work With Work Orders, highlight your work order, and select Print WO from
the Row menu.
2. On Printer Selection, click OK.
3. Return to the EnterpriseOne Menu.
4. Select View Job Status.
5. On Work With Servers, highlight and select CTESERVER.
6. On Submitted Job Search, highlight your job for program R48425, based on your
user signon.
7. From the Row menu, select View PDF.
8. Review your work order report.
Text should be printed for your work order attachment, record types and standard
procedure.
Question Answer
What instructional, informational messages appear
on the work order?
Results
Question Answer
The Manager value can originate from four different 1. Option of P17714, with a specific address book
places in addition to being manually entered. List number.
them in the order that they will be used as default 2. S/WM attributes from Customer on the Work
values. Order.
3. Equipment Master Record.
4. Manager/Supervisor defaults using the first 3
category codes on the work order.
What instructional, informational messages appear A printed work order can include the text attached
on the work order? through media objects, a message defined using the
standard procedure table, and up to 30 record types,
if those record types are entered in the processing
options of the Maintenance Work Order Report
program (R48425).

Activity 10: Using a Work Order to Swap Components

1. Create a new equipment record.
2. Create a work component changeout.
3. Swap components using a work order.
4. Review equipment/component relationships.
Slide 127 ______________________________________________________________________________________________________
Activity Overview
Parent and component relationships between pieces of equipment are established using
the equipment master record. Changing this relationship might occur as the result of a
repair to the parent, which might require that a defective component (or child) be
replaced. In other cases, a component might be exchanged to change the configuration or
operation of the parent item. In either case, the costs to perform the change and the
creation of the new parent/child relationship can be managed by using a work order.
The forklift has many fork attachments that can be used for different purposes. These
attachments can also be used on other forklifts. You will want to track these as individual
assets. You also need to track their location status, and how long they have been used
with each forklift. To do this you will:
1. Create a new equipment record for a forklift drumloader attachment.
For accounting, use company 200, business unit M38, and account number 200.2095.
2. Create a work order for your electric forklift that can be used to track costs when
changing out the forklift attachments.
Swap the personnel lift cage component for your new drumloader component using
the component changeout form.
3. Review your electric forklift’s component history using the Equipment/Component

Display inquiry (P12017).

Creating a New Equipment Record

To create a new equipment record:




Description Drumloader/Boom <use the last two digits of your
(This is the field next to the equipment number student signon>
field at the top of the form.)
Site Number 6074
Unit Number 65<use the last two digits of your student signon>
Serial Number DD<use the last two digits of your student
signon>
signon>
signon>

Major Accounting Class 95
Major Equipment Class (Use the visual assist to locate valid values)

Company 200
Business Unit M38
Notice that you did not enter the electric forklift asset number as the parent number. At
this point, the new drum loader is not associated with a particular parent asset.
Creating a Work Order for Component Changeout

To create a work order for component changeout:


Management, Daily Processing, Work Order, Work Order Entry (P48201).
3. On Work Order Revisions, enter the additional information on the Order Detail tab:

Equipment Number (your electric forklift number)
Branch M38
Failure Description Swap Forklift Attachment

Scheduled Start Date August 15, 2005

Business Unit M38
6. Click OK.
7. On Status Change, click OK.
8. Record your work order number:
Swapping Components Using a Work Order

To swap components using a work order:
1. Find and select your work order.
2. On the Scheduling tab, use the visual assist for the Status field, and review the valid
work order activity rules.
3. Select the status MA and click OK.
4. On Status Change, enter an appropriate remark and select Change Component.
Note that the status change form appears because you are changing the status of the
work order. Using the work order, you can also change components by choosing
Equipment Info, and then Swapping Component from the Form menu on Work Order
Revisions.

5. On the Component Changeout form, enter the following information:

Replaced Component (Enter your personnel lift cage equipment
number.)
New Component (Enter your drum loader/boom equipment
number.)
6. Enter the following information on the Replaced Component tab:

Equipment Status SB
Location (leave blank)
7. Enter the following information on the New Component tab:

Equipment Status AV
Location (blank)
Note that since neither of these items have related children, the system does not
display the Update Children options on either tab.
8. Click OK.
Reviewing Equipment/Component Relationships

To review equipment/component relationships:
1. Select Capital Asset Management, Plant & Equipment Management, Daily

Processing, Equipment Information, Equipment/Component Display (P12017).
2. On Parent/Child Browse, find the electric forklift.
3. Highlight the forklift and select Parent History from the Row menu.
4. On Work With Parent History, select Component Format from the View menu.
Note that the Personnel Lift Cage relationship has ended and the new Drum/Loader
Boom relationship has begun.

Notes
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Lesson 10
Adding a Parts List and Labor

Detail to a Work Order

Adding a Parts List and Labor Detail to a Work Order Lesson 10
Activity 11: Setting Up an Equipment Parts List

1. Review a standard parts list.
2. Set up an item cross-reference.
3. Set up an equipment parts list.
4. Use a cross-reference item on the equipment parts list.
5. Copy an equipment parts list.
Slide 140 ______________________________________________________________________________________________________
Activity Overview
You can define a parts list specifically for an individual piece of equipment. This parts
list can indicate standard repair parts, nonstocked parts, noncataloged parts, and
associated assets (children assets). You can use the equipment part list when you create a
work order parts list when the equipment requires repair or maintenance. Within the
equipment parts list, you can also use a standard parts list. A standard parts list can be
used for all similar pieces of equipment.
Your electric and gas forklifts require an equipment parts list. You will:
• Review the standard parts list E200 item master record and the bill of material.
• Set up an item cross-reference for item 9018 and supplier 4344.
Cross-reference this item to an item number 145-<use the last two digits of your
student signon>, High Sierra Coolant-<use the last two digits of your student
signon>.
• Set up an equipment parts list for your electric forklift.
Add items E200, 9211 and 9018. Also add two noncataloged items. The first will be
a positive cable, customer/supplier item number CP-1456 and the second item will be
a negative cable, customer/supplier item number CN-1477. You will need one of
each, and they each cost $15.00.
• Expand your standard parts list, E200, and then replace item 9211 with a valid cross-
reference item.
• Finally, copy this new equipment parts list to your gas forklift, removing the positive
and negative cables from the list.

Lesson 10 Adding a Parts List and Labor Detail to a Work Order

Reviewing a Standard Parts List

To review an existing standard parts list:

Management, Daily Processing, Equipment Information, Equipment Parts List
(P13017).
2. On Work With Equipment Parts List, enter the following information.

Standard Parts List Number E200
Branch M30
3. Click the option to indicate Std Parts List Number.
4. Highlight item E200, and select Item Master from the Row menu.
5. On Work With Item Master Browse, highlight and select item E200.
6. On Item Master Revisions, review the current setup information.
Important information includes the description, search text, stocking type and unit of
measure.
7. Click Cancel and quit the program to access Work With Equipment Parts List.
8. Highlight E200 and select BOM from the Row menu.
A parts list has already been defined for item E200 in branch/plant M30.
9. On Work With Bill of Material, select this parts list, and then review the parts list
information.
Important information includes item number, quantity, and unit of measure.
10. Click Cancel and quit the program to access Work With Equipment Parts List.
Setting Up an Item Cross-Reference

To set up an item cross-reference:
1. On Work With Equipment Parts List, select Item X-Ref from the Row menu.
2. On Work With Item Cross Reference, enter second item number 9018 and click Find.
No cross-references have been defined for this item.

3. Click Add.
4. On Item Cross Reference Revisions by Item, enter the following information:

Cross Reference Type M
Address Number 4344
Item Number 9018
Cross Reference Item Number 145-<use the last two digits of your student
signon>
Cross Reference Description High Sierra Coolant-<use the last two digits of
5. Click OK, and then click Cancel.
6. On Work With Item Cross Reference, click Find and review your cross-reference.
7. Quit the program and access Work With Equipment Parts List.
Setting Up an Equipment Parts List

To set up an equipment parts list:
1. On Work With Equipment Parts List, remove E200.
2. Click the search criteria option to indicate equipment number.
3. Enter the following information and then click Find.

Equipment Number Enter your forklift number.
Branch M30
Notice that the children assets appear.
4. Click Add.
5. On Equipment Parts List Detail, enter the following information into the detail area.

Inventory Item Number E200
Use all default values for form elements that are not listed in the tables that follow.
Most information will come from the item number information or from default values
set up in the processing options.
6. In the next row, enter the following information:


Inventory Item Number 9211

Inventory Item Number 9018

Customer/Supplier Item Number CP-1456
Quantity 1
Unit Cost 15.00
Description Positive Cable

Customer/Supplier Item Number CN-1477
Quantity 1
Unit Cost 15.00
Description Negative Cable
10. Click OK.
11. On Work With Equipment Parts List, click Find.
You should now have a complete parts list.
12. Expand the tree structure for item number E200 by clicking the plus sign.
The system displays the entire standard parts list.
Question Answer
If the standard parts E200 did not expand, what
might be the problem?

Using a Cross-Reference Item on the Equipment Parts List

You notice that the referenced Supplier and Part Number for item 9211 is not your
vendor of choice for this forklift. To use a cross-reference item with a more favorable
vendor:
1. On Work With Equipment Parts List, click Select.
2. Highlight item 9211 and select Item X-Ref from the Row menu.
Three suppliers are available for this item.
3. Record the OEM supplier number and the customer/supplier item number listed in
the second line:
4. Click Close.
5. On Equipment Parts List Detail, remove the current customer/supplier item number
and replace it with the customer/supplier item number that you recorded in step 3.
6. Enter the OEM Supplier recorded that you recorded in step 3.
7. Click OK.
The new supplier and associated cross-reference part number are now defined on the
equipment parts list.
Copying an Equipment Parts List

To copy an equipment parts list:
1. On Work With Equipment Parts List, find your gas forklift.
2. Enter the branch/plant M30.
The gas forklift does not have any associated children or any parts defined.
3. Click Add.
4. On Equipment Parts List Detail, select Copy EPL from the Form menu.
5. Enter your electric forklift equipment number and click OK.
You can now determine which items you will need for your gas forklift.
6. On Equipments Parts List Detail, highlight the positive and negative cable items,
click Delete, and then confirm the deletion.
You now have three line items within the parts list.
7. Click OK, and then click Find.
You now have an equipment parts list for your gas forklift.
Results

Question Answer
If the standard parts E200 did not expand, what The item stocking type in this case is E. The
might be the problem? processing option for the Equipment Part List
program (P13017), Process Tab, Standard Parts List
Stocking Type is set to E. Therefore expanding item
E200 was successful. Had the stocking type on the
item not matched the processing option setting, the
item would not have expanded within the equipment
part list.

Activity 12: Adding a Parts List and Labor Detail to a Work Order
1. Create a work order.
2. Add parts using the equipment part list.
3. Generate a purchase order from a parts list.
4. Add labor detail to a work order.
5. Print a work order.
Slide 155 ______________________________________________________________________________________________________
Activity Overview
Work orders for equipment maintenance might need to have parts and labor instructions
included to aid in directing the maintenance personnel to the appropriate replacement
parts and proper procedures. One important aspect of the system’s integration for the
plant maintenance manager is the capability to easily identify and initiate purchase orders
for items that are not available for repairs. The labor detail can be used to indicate the
types and quantity of labor required to successfully complete the work order.
The forklift battery is not functioning properly. You need to create a work order that will
require the battery to be tested, recharged, and possibly replaced. The work order created
here will be used for subsequent activities.
You will also discover that you need a specialty part that is not stocked in inventory and
is needed only for this repair. You will add this part to your work order parts list and then
generate a purchase order for it.
To insure accurate work order set up, complete the following tasks.

Warning! The instructor will change the company date for this exercise. After the
change has been made, you will need to sign out and then sign in again for the date
change to take place. Failing to do so will cause an error during the purchase order
creation.
Creating a Work Order

To create a work order:


3. On Work Order Revisions, enter the following information on the Order Detail tab:

Equipment Number <your electric forklift number>
Branch M30
Failure Description Battery Alert Light On <use the last two digits of

Scheduled Start Date June 1, 2005
5. Enter the following information on the Classification tab:

Priority 2

Business Unit M38
Subsidiary 310
Note that the equipment repair history bitmaps appears in the upper right-hand portion of
the form.
7. Click the bitmap for equipment repair history (represented by the exclamation mark).
8. On Work With Work Order History, review the existing work orders for your forklift.
Since the existing work orders do not address the current problem, return to Work
Order Revisions to complete the creation of the new work order.
9. On Work Order Revisions, click OK.
10. On Status Change, click the Equipment tab, change the equipment status to DN, and
indicate that the children should also be updated.
11. Click OK and record your work order number:

Adding Parts Using the Equipment Part List

To add a parts list and labor detail to a work order:
1. On Work With Work Orders, find and highlight your work order.
2. Select Parts Detail from the Row menu.
3. On Work Order Parts List Revisions, select Equip Parts List from the Form menu.
4. Expand the tree structure for E200.
5. Double-click the radio button next to the Cable & Wire Set.
The item now has a check mark next to it.
6. Double-click the radio button next to the Positive Cable, and then do the same for the
Negative Cable.
All three items should now have check marks.
7. Click Close.
On Work Order Parts List Revisions, all three items will be listed.
8. Click OK to save the work order parts list.
9. Highlight your work order and select Parts Detail from the Row menu.
10. On Work Order Parts List Revisions, verify the parts and quantities that are listed,
and then click Cancel.
Generating a Purchase Order from a Parts List

To generate a purchase order from a parts list:
1. From Work With Work Orders, highlight your order and click Select.
2. On Work Order Revisions, review the current estimated material cost on the
Accounting tab.
3. Select Parts Detail from the Form menu.
4. On Work Order Parts List Revisions, use the following information to enter a new
part in the last row in the detail area:

Component Item Number (You can specify a part number or leave this field
blank.)
Description WIQ Adapter
Estimated Quantity 1
Ln Ty J
UM EA
Branch Plant M30


Cost Type R2
Estimated Cost 35.75
Supplier 4343
5. Click OK to save the new item.
6. On Work Order Revisions, click the Accounting tab and review your work order
header information.
The estimated amount has been adjusted to account for this new part.
7. Select Parts Detail from the Form menu.
8. On Work Order Parts List Revisions, highlight the new item, and then select Create
PO from the Row menu.
9. Click OK.
10. On Work Order Revisions, select Parts List from the Form menu to verify that the
purchase order number has been added to the parts list (related order type OP).
11. Record the PO number:
Adding Labor Detail to a Work Order

To add labor detail:
1. From Work Order Revisions, select Labor Detail from the Form menu.
2. Enter the instruction information in the first grid row:

Work Center MECHANICA
Oper Seq# 10
Description Remove Battery
Estimated Hours .5
Setup Crew 1

Work Center ELECTRICIAN
Oper Seq# 20
Description Battery Test
Estimated Hours 1.0


Setup Crew 1

Work Center ELECTRICIAN
Oper Seq# 30
Description Battery Recharge
Estimated Hours 1
Setup Crew 1

Oper Seq# 40
Description Replace Battery
Estimated Hours .5
Setup Crew 1
6. Scroll to the right to review the labor instruction information.
Question Answer
Where did the (Piecework) Rate come from?
7. Click OK.
8. On Work Order Revisions, review the estimated hours on the Scheduling tab and the
estimated costs on the Accounting tab.
Printing a Work Order

To print a work order from the work order header:
1. On Work Order Revisions, select Print Order from the Form menu and submit the
work order report.
2. Click OK to save all changes to your work order.
3. From the menu box, select Back to Navigation by Role.

4. From the menu list, select View Job Status.
5. On Work With Servers, select CTESERVER.
6. On Submitted Job Search, highlight the job for your user ID and report R48425.
7. Select View PDF from the Row menu and review your work order report.
Results
These are the answer for this activity’s questions:
Question Answer
Where did the (Piecework) Rate come from? The labor rates used to calculate the estimated labor
cost are taken from the frozen rates defined in the
work center. In this case, work center MECHANICA
has a frozen direct labor rate of 35.00 USD and work
center ELECTRICIAN has a frozen direct labor rate
of 45.00 USD.

Notes
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Lesson 11
Setting Up for Maintenance

Costing

Setting Up for Maintenance Costing Lesson 11
Notes
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Lesson 12
Capturing Costs Against a Work

Order

Capturing Costs Against a Work Order Lesson 12
Activity 13: Issuing Parts and Receipting a Purchase Order

1. Issue material from a work order parts list.
2. Generate work order actual amounts for issued material.
3. Review cost information for issued parts.
4. Receipt a purchase order.
5. Generate work order actual amounts for purchased material.
6. Review cost information for purchased parts.
Slide 176 ______________________________________________________________________________________________________
Activity Overview
Parts are issued to a work order when they are needed to complete a maintenance activity.
The cost of these parts is then recorded against the work order and the associated piece of
equipment. Not all parts are stocked. For items requested through purchasing, the
purchase order receipt is recorded against the work order.
To ensure the accurate capture of costs, follow the detailed activity steps below.

Issuing Material from a Work Order Parts List

To issue material from a work order parts list:

2. Search for all work orders for your electric forklift.
3. Find the corrective work order associated with the unscheduled repair of your electric
forklift.
4. Highlight this order and select Order Processing, Inventory Issues from the Row
menu.
5. Change the G/L date to June 30, 2005.
In this part list, only one item is stocked and available for issue.

Lesson 12 Capturing Costs Against a Work Order
6. Enter the following information for the Cable & Wire Set:

Issue 1/0 1
Issues 1
You will receive a date error. Click OK through this warning.
7. Select Order Processing, Inventory Issues from the Row menu to verify the quantity
issued (scroll to the right).
Generating Work Order Actual Amounts for Issued Material

To generate work order actual amounts for issued material:

Management, Advanced Operations, Update WO Actual Amounts (R13800).
2. Select version XJDE0001.
3. Set your data selection as follows:
Operator Left Operand Comparison Right Operand

Where Document (Order, is equal to <Literal>
Invoice, etc.) Your corrective work
(F4801)(DOCO) order number.
4. Submit Update WO Actual Amounts.
5. On Available Versions, select Submitted Jobs from the Form menu.
6. Highlight your job for R13800 and select View PDF from the Row menu.
7. Review the estimated and actual amounts.
Reviewing Cost Information for Issued Parts

To review the cost information for the issued parts:

2. On Work With Work Orders, find your repair work order and click Select.
3. On Work Order Revisions, review the actual cost information on the Accounting tab.
The material that was issued from inventory is now charged against your order.
4. Click Cancel to return to Work With Work Orders.

5. Highlight your work order and select Costing/Analysis, Estimate to Actual from the
Row menu.
6. Review the costing information.
This is another option for viewing current cost information recorded against a work
order.
Receipting a Purchase Order

The non-cataloged part on the parts list is from a supplier. The associated purchase order
must be received before costs will be recorded.
To receipt a purchase order:
1. Enter G43A11 into the Fast Path. and select Enter Receipts by PO (P4312).
2. Find and select your purchase order.
3. On Purchase Order Receipts, enter the following information:

G/L Date June 15, 2005
Receipt Date June 15, 2005
Rec Opt 1
4. Click OK, and ignore any date warnings.
If the Landed Costs form appears, click OK.
Generating Work Order Actual Amounts for Purchased Material

To generate work order actual amounts for purchased material:


6. Highlight your job for R13800 and select View PDF from the Row menu.

Reviewing Cost Information for Purchased Parts

To review the cost information for the purchased parts:

2. On Work With Work Orders, find your repair work order and click Select.
3. On Work Order Revisions, review the actual cost information on the Accounting tab.
You should now see additional actual costs for Other Costs. These costs are from
your purchase order receipt transaction.
4. On Work With Work Orders, highlight your work order and select Costing/Analysis,
Estimate to Actual from the Row menu.
Your instructor will reset the fiscal dates for company 200 to the year 2005.

Activity 14: Creating Labor Costs

1. Enter time against a work order.
2. Update work order actual amounts.
3. Review labor costs recorded against the work order.
Slide 179 ______________________________________________________________________________________________________
Activity Overview
You record labor costs against a work order through the Time Entry system. Time spent
on the repair of your forklift must now be recorded against the work order.To ensure that
you have accurately recorded costs, follow the detailed activity steps below.

Entering Time Against a Work Order

To enter time against a work order:

2. Find and highlight your work order for the unscheduled repair on your electric
forklift.
3. Select Order Processing, Payroll Time Entry from the Row menu.
4. On Work With Time Entry by Individual, click Add.
5. On Speed Time Entry Revisions, enter the following information, and then move
your cursor to the next row.
When you move to the next row you will see the account number replace the work order
number and the OK button will now be available to save your entry.

Employee Number 8447
Pay 1
Hours 2


Account Number Enter your work order number, preceded with a
slash, and followed by a period.
Work Date June 10, 2005
Operational Sequence # 10.00
6. Click OK, and then click Cancel to access Work With Work Orders.
Updating Work Order Actual Amounts

To update the work order actual amounts for labor:


6. Highlight your most recent job for R13800 and select View PDF from the Row
menu.
Reviewing Labor Costs Recorded Against the Work Order

To review the labor costs in the work order header:

2. On Work With Work Orders, find and select your repair work order, and then review
the actual cost information on the Accounting tab.
3. From Work With Work Orders, highlight your work order and select
Costing/Analysis, Estimate to Actual from the Row menu.

Activity 15: Posting Journal Entries

1. Post journal entries for inventory issues.
2. Post journal entries for purchased parts.
3. Generate timecard journal entries.
4. Post to fixed assets.
Slide 187 ______________________________________________________________________________________________________
Activity Overview
An important aspect of the maintenance manager’s responsibilities includes ensuring that
all costs are accurately reported, and that costs are in line with expectations.To ensure the
accurate capture of costs, follow the detailed activity steps below.

Posting Journal Entries for Inventory Issues

To post journal entries for inventory issues:

Management, Daily Processing, Work Order, Work Order Processing, G/L Journal
Review (P0011).
2. On Work With Batches, find the journal entry for the inventory that was issued to
your work order. To narrow your search, enter your user ID.
3. Select the first row.
4. On General Journal Review, select the first row.
The Journal Entry form shows the credits and debits, as well as the accounts that
were affected.
5. Click Cancel, and then quit the program to access Work With Batches.
6. Highlight your journal entry and select Post by Batch from the row menu.
7. Click OK to post your batch.

Posting Journal Entries for Purchased Parts

To post journal entries for purchased parts:
1. To find your journal entry for the purchased part, return to Work With Batches and
search for batch type O. Narrow your selection using your user ID.
2. Select the row that matches your user ID. Review the journal entries as you did for
the inventory issues.
Notice the account number assigned to the debit: M38.8486.320. All other debit
account entries will use the subsidiary 310, which was defined in the work order
header. This account was determined from AAI 1784 and is based on the parts list
cost type. In this case, you used a cost type of R2.
3. Click Cancel and quit the program to access Work With Batches.
4. Highlight your journal entry and select Post by Batch from the Row menu.
5. Select OK to post your batch.

Management, Plant & Equipment Management Setup, AAI’s Work Order Purchase
Order (P40950).
7. Select AAI 1784 and review the entry for cost type R2.
Generating Timecard Journal Entries

To generate the timecard journal entries:
1. Enter G05BT11 into the Fast Path.
The time entry transaction in the previous exercise does not create an accounting journal
entry. To continue the cost tracking process, you will need to generate the timecard
journal entries.
2. Select Generate Timecard Journals and submit version XJDE0001.

Where Subledger-G/L is equal to <Literal>
(F06116)(SBL) Your corrective work
order number proceeded
by 00. For example,
“00452747”
4. Set the Processing Option for G/L date set to June 30, 2005.
5. Review the Payroll Journal Proof/Edit Report.
Note that your entry includes your electric forklift asset number and your work order
number. Notice the amount in the debit and credit columns.

6. Record the batch number located in the header information:
7. From the menu, select Timecard Journal Batch Review.
8. On Work With Batches, enter your batch number and change the batch type to 51.
Click Find.
Your batch should have a Status Description of ‘Approved’.
9. Highlight your journal entry and select Post by Batch from the Row menu.
10. Select OK to post your batch.
Posting to Fixed Assets

To post to fixed assets:
1. Enter G1212 into the Fast Path.
2. Select Revise Unposted Entries (P12102) and find the asset number for your electric
forklift.
3. Select all rows and then choose Post from the Row menu.
The system posts all of the forklift costs to Fixed Assets (F1202).

Activity 16: Reviewing Maintenance Costs

• Review work order costs.
• Review maintenance costs.
Slide 190 ______________________________________________________________________________________________________
Activity Overview
You can review work order and equipment costs using a variety of inquiries. Review
your maintenance work order costs using your corrective work order and your forklift
equipment number. Use the following inquiries:
• Work Order Cost
• Parent Work Order Inquiry
• By Repair Code
• By Cost Account

Reviewing Work Order Costs

To review work order costs:

Management, Daily Processing, Work Order, Work Order Cost (P48211).
2. Find your corrective work order.
You should see all costs entered against this order. Costs include the inventory issues
(document type IM), the purchased item (document type OV), and the labor
(document type T2).
3. Select Document Types from the Form menu.
The UDC table 48/DC contains the document types that will be included in this
inquiry. If you have costs that were posted but are not appearing on this inquiry, the
document type might not be included in this table. If you are missing a document
type, add it to the table.

4. From the same menu view, select Parent Work Order Inquiry.
This inquiry provides totals for a work order or for a parent order that has multiple
orders associated with it. What is displayed on this inquiry is determined by the
document types listed in 48/DC
5. From the same menu view, select Work Order Entry, and find and highlight your
corrective work order.
6. Select WO Cost from the Row menu.
Selecting from the row menu provides an alternative option for accessing work order
costs.
Reviewing Maintenance Costs

To review maintenance costs by business unit or by account:

Management, Daily Processing, Cost Inquiries and Reports, By Repair Code
(P512100).
2. On Work with Job Status Inquiry-Basic, enter M38 for the Job Number and click
Find.
This is the business unit used on your repair work order for recording costs.
3. Highlight the account for regular time and the cost code 310, and then select Account
Ledger from the Row menu.
4. On Work With Account Ledger, enter the account M38.8482.310 and click Find.
5. Review the costs that have been recorded against this repair code.
6. From the same menu view, select By Cost Account (P09210A).
7. On Trial Balance/Ledger Comparison, skip to account M38.8486.310.
8. Highlight the row for Parts, and then select Account Ledger from the Row menu.
9. On Work With Account Ledger, enter the account M38.8486.310, click Find, and
then review the costs that have been recorded against this account.

Lesson 13
Working with Equipment Meter

Readings

Working with Equipment Meter Readings Lesson 13
Activity 17: Using Meter Readings

1. Enter meter readings.
2. Perform a meter changeout.
3. Perform a meter rollover.
4. Review costs by usage.
Slide 205 ______________________________________________________________________________________________________
Activity Overview
Using a statistical unit of measure, you can record and track equipment usage, both for
general information and for determining preventative maintenance scheduling.
Maintenance costs can also be reviewed based on the amount of usage.
To ensure that the meter readings and dates are entered properly, perform the detailed
task steps.
Note. Use STA<use the last two digits of your student signon> for the user name and

Entering Meter Readings

To enter and review meter reading values:

Management, Daily Processing, Equipment Information, Meter Readings (P12120).
2. On Meter Readings, verify that the meter display is checked for the Hour Meter.
Enter a meter reading for your electric forklift for the following date, and then click
OK.

Thru Date/Period June 1, 2005
Hour Meter New Reading 5

Lesson 13 Working with Equipment Meter Readings
3. Enter a meter reading for your electric forklift for the following date, and then click
OK.

Hour Meter New Reading 100
4. Enter a meter reading for your electric forklift for the following date and then click
OK.

Thru Date/Period June 30, 2005`
Hour Meter Net Increase 50
5. Locate your forklift and review the current reading for hours on June 30,2005.
Question Answer
What is the current reading for June 30, 2005
Note that the original reading is blank. The current reading minus the original reading
should equal the total hours on your forklift.
6. From the same menu view, select Meter Inquiry (P13210).
7. On Meter Reading Inquiry, find and review meter information for your forklift.
Use dates from June 1, 2005 through June 30, 2005.
Performing a Meter Changeout

The meter on the electric forklift is damaged on July 7, 2005. The meter reading at the
time of damage was 200 hours. Due to testing and calibration, the new meter has 10
hours of time already on it.
To perform a meter changeout:
1. Select EnterpriseOnce Menus, Capital Asset Management, Plant & Equipment

Management, Daily Processing, Equipment Information, Meter Readings (P12120).
2. On Meter Readings, find your electric forklift on July 7, 2005.
3. Highlight your forklift and select Meter Changeout from the Row menu.
The only meter radio button enabled should be for the Hours Meter.

4. On Meter Change, enter your change-out values as follows, and then click OK.

Reading at Removal 200
Reading at Installation 10
Current Reading 10
5. On Meter Readings, find your electric forklift meter reading for July 7, 2005.
You should have the following readings:

Hour Meter Current Reading 10
Hour Meter Original Reading -190
Therefore the total hours on your forklift is 200 hours (that is, 10 – (–190) = 200).
Performing a Meter Rollover

To perform a meter rollover:
1. From the same menu view, select Meter Readings to enter the initial meter reading
for your gas forklift.
2. On Meter Readings, change the meter display to Odometer Reading.
The default display, which is determined by the processing options, is the Hour
meter.
3. Enter the following information for your gas forklift, and then click OK.

Odometer New Reading 20
The meter on the gas forklift will roll over at 1000 kilometers. This occurs some time in
June, and you are informed of the rollover on July 31, 2005.The current meter reading is
50 kilometers. You must now update your meter readings.
4. Select Meter Readings from the menu. Change the display to the Odometer and find
your gas forklift on July 31, 2005.
5. Highlight it and select Rollover from the Row menu.
Before entering your changes, ensure that the correct meter is selected. For your
meter, it should be Odometer.

Lesson 13 Working with Equipment Meter Readings
6. On Meter Rollover, enter the following information, and then click OK.

Reading at Rollover 1000
Current Reading 50
7. On Meter Readings, relocate your gas forklift on July 31, 2005. Change the meter
display to Odometer Meter.
Your current balance should be 50 kilometers. Your original reading is –1,000.

Therefore the total kilometers on your forklift is now 50 – (-1,000) = 1050.
8. From the same menu view, select Meter Inquiry.
9. Find and review the information for the net increase of the meter for your gas forklift.
Specify the period from July 1, 2005 through July 31, 2005.
Reviewing Costs by Usage

Maintenance was performed on your electric forklift during June 2005. Meter readings, in
hours, were also updated during the same month. You want to know what the
maintenance cost is based on the total hours of forklift usage.
To review equipment maintenance costs based on usage:

Management, Daily Processing Cost Inquiries and Reports, Cost Summary by Cost
Account (P122101).
2. On Work with Cost Summary, click the Display tab, and enter the following
information:

Asset Number (Your electric forklift number)
From Date/Period June 1, 2005
3. Click the Additional Selections tab, and enter the following information:

Units/Unit Cost N
4. Click Find and review the costs recorded for your asset during June.
5. Using the visual assist, review the options for the Units/Unit Cost. Select the value Y
for the statistical unit AT00.

This statistical unit represents hours, which are entered using the meter readings.
6. On Work with Cost Summary, click Find.
The units now indicate the number of hours that the forklift was used in June. The
costs represent a cost per hour, based on the maintenance costs that were incurred
during the same month.
Results
This is the answer for this activity’s question:
Question Answer
What is the current reading for June 30, 2005 On June 30, 2005, the lifetime meter reading should
be 150 hours. You calculate this value by subtracting
the original reading from the current reading. In this
case, the equipment was new and the current start
number of hours was entered as the current reading
of ‘5’. To avoid the misuse of the original field, you
should leave it blank for all equipment during
implementation. Set the current value to the
equipment’s current value when you enter the
information into the system and leave the original
value of ‘blank’. If you want to record an original
reading for historical purposes, a good place to store
this information would be in the specification data. If
you leave the original reading field blank, the
process of scheduling PMs based on meter readings
will be easier to initiate and will ensure that the
original value, used for tracking the change in meter
readings over time, is not miscalculated.

Lesson 14
Creating Preventive Maintenance

Schedules

Creating Preventive Maintenance Schedules Lesson 14
Activity 18: Setting Up a Standard Parts List, Labor Detail Instructions,

and a Model Work Order
1. Set up an item and item branch/plant record.
2. Set up a standard parts list.
3. Set up standard labor detail instructions.
4. Create a model work order.
Slide 218 ______________________________________________________________________________________________________
Activity Overview
You can set up a predefined parts list to use for maintenance activities that are common
or that are scheduled on a regular basis. Work order labor detail instructions provide a
step-by-step list of activities needed to complete the work order. The labor type required
is represented by the work center associated with each step or operation. You can also
create a predefined standard set of work instructions to be used for maintenance activities
that are common or scheduled on a regular basis.
Parts lists and labor detail instructions can be associated to corrective work orders or
model work orders. Model work orders are used as templates to create scheduled
maintenance work orders.
To ensure appropriate setup of this information, which is necessary to successfully

support subsequent activities, follow the detailed task steps below.

Setting Up an Item and Item Branch/Plant Record

To set up an item and item branch/plant record, to use for scheduled PM:

Management, Daily Processing, Equipment Information, Equipment Parts List
(P13017).
2. On Work With Equipment Parts List, change the search criteria to the standard parts
list number and enter the item LUBRICATE and the branch/plant M30. Click Find.
3. Select Item Master from the Row menu.

Lesson 14 Creating Preventive Maintenance Schedules
4. On Work With Item Master Browse, highlight the item LUBRICATE and click Copy.
5. Create a new item number called LUBRICATE AND INSPECT <use the last two
digits of your student signon>.
a. Change only the description and include the last two digits of your student
signon.
b. Verify that the Search Text has a value of PM.
6. Click OK until you access the Additional System Information form.
You may need to enter 0 in the Issue and Receipt field
7. Click OK until you access the Item/Branch Plant Info. form, enter M30 for the
branch/plant and then click OK.
8. Click OK through the various forms, except as noted below, until you return to Work
With Item Master Browse.
a. On the Cost Revisions form, cancel with no changes.
b. On the Base Price form, close with no changes.
9. On Work With Item Master Browse, use the Search Text value of PM and review all
parts lists currently available, including your new item – LUBRICATE AND
INSPECT <use the last two digits of your student signon>.
(Hint: Remove any other values in the QBE row.)
10. Click Close.
Setting Up a Standard Parts List

To set up a standard parts list:
1. On Work With Equipment Parts List, change the item number to LUBRICATE AND
INSPECT <use the last two digits of your student signon>, and then click Find.
2. Highlight your new item and select BOM from the Row menu.
3. On Work With Bill of Material, click Add.
4. Enter the following component in the first row:

Item Number 9033
Description Grease
Quantity 20

5. In the next row, enter the following component:

Item Number 31525
Description Motor Oil
Quantity 3
6. Click OK.
7. Close to Work With Equipment Parts List, and then click Find.
8. Review the new parts list.
Setting Up Standard Labor Detail Instructions

To set up standard labor detail instructions:

Management, Plant & Equipment Management Setup, Planning Setup, Work Center
Revisions (P3006).
2. On Work With Work Centers, find and select the work center MECHANICA for
branch/plant M30.
3. Review the information that defines this work center, and then click Cancel.
4. On Work With Work Centers, select Rates from the Row menu.
5. On Work With Work Center Rates, select Rates Revision from the Row menu.
6. Review the standard costs for direct labor.
The direct labor rate is used for calculating the estimated labor costs.
7. Repeat steps 1–4 for work center INSTR TECH.
8. From the same menu view, select Standard Work Order Instructions (P3003).
9. On Work with Routing Operations, enter your item LUBRICATE AND INSPECT
<use the last two digits of your student signon> and branch/plant M30, and then click
Add.
10. On Enter Routing Information, enter the following information in the first row:

Oper Seq # 10
Description Lubricate all parts and joints
Run Labor 1
Crew Size 1
Time Basis U


Work Center INSTR TECH
Oper Seq # 20
Description Safety Inspect
Run Labor .5
Crew Size 1
Time Basis U
12. Click OK.
13. On Work with Routing Operations, find your new routing and verify the information.
Creating a Model Work Order

To create a model work order:

2. On Work With Work Orders, add a new work order.
3. On Work Order Revisions, change the order type to the value M (Model Work Order)
and then enter the following information on the Order Detail tab:

Equipment Number (Blank)
Branch M30
Inventory Item Number LUBRICATE AND INSPECT <use the last two
digits of your student signon>
Failure Description General Maintenance/Inspections
4. On the Scheduling tab, enter the following information:

Status NB
5. On the Accounting tab, enter the following information:

Business Unit M38

6. Click OK and record your model order number:
Creating a model work order is similar to creating an actual work order. The only
differences are that the model work order must be type M and no equipment number is
entered.
7. On Work With Work Orders, find your model work order and review the information
that you entered.
Hint: You might have to open your status range to see model work orders. These
orders have a status of NB. Also, check the Order Definition tab to verify that models
will be displayed.

Activity 19: Scheduling and Updating a PM Schedule

1. Set up a preventive maintenance schedule.
2. Review the maintenance rules.
3. Submit PM updates.
4. Use the PM Backlog.
Slide 225 ______________________________________________________________________________________________________
Activity Overview
You can schedule a maintenance task in a variety of ways, such as weekly, based on
hours used, or on a fixed date. These options provide you with the ability to schedule
maintenance activities that optimize the use of your equipment while minimizing
unscheduled downtime.
The purpose of this exercise is to demonstrate scheduling only. No work order will be
generated. To ensure appropriate set up of this information to successfully support
subsequent activities, follow the detailed task steps below.

Setting Up a Preventive Maintenance Schedule

To set up a scheduled service type for a piece of equipment:

Management, Daily Processing, Plant & Equipment Maintenance, Equipment PM
Schedule (P1207).
2. On Work With Equipment PM Schedule, find your electric forklift, and then select
Add to enter new service types.
3. On Equipment PM Schedule, click the search button for Service Type, and then
select service type 200-300 (Clean).

4. Add the following information to this service type:

Days 30
Date (Last Completed) June 1, 2005
5. Click OK to save your new service type, and then click Cancel.
6. On Work With Equipment PM Schedule, click Find to review the new service type.
Reviewing the Maintenance Rules

To review how the maintenance rules are defined:

Management, Plant & Equipment Management Setup, Maintenance Setup,
Maintenance Rules (P1393).
2. Review the rules that the system follows when a PM becomes due.
3. Note that your asset number and service type are not specified in the rules.
Because your asset number and service type are not specified in the maintenance
rules, your PM will follow the rules that are defined for situations in which the asset
and service type fields are blank.
Submitting PM Updates
Creating Your Own Version of Update PM Schedule Status (R12807)
To create your own version of the Update PM Schedule Status program:

Management, Daily Processing, Plant & Equipment Maintenance, PM Backlog
(P12071).
2. On PM Backlog, find your forklift.
Note that the new service type is listed.
3. From the same menu, select Update PM Schedule Status (R12807).
4. Highlight version XJDE0001 and click Copy.
5. Create your own version.
a. Name the version R12807<use the last two digits of your student signon>.
b. Enter a the description of PM Update <use the last two digits of your student
signon>.
c. Click OK.
6. Highlight your new version and select Processing Options from the Row menu.

7. On Processing Options, click the Defaults tab and enter the following information:

Through Date June 26, 2005
Default Owner from Equipment Master 1
`Default Site from Equipment Master 1
8. Click the Edit tab and enter the following information:

Create Work Order 1
9. Click OK.
10. Select Data Selection from the Row menu, set your data selection as follows, and
then click OK.
Operator Left Operand Comparison Righ Operand

Where Asset Item Number is equal to Literal (Your electric forklift
(F1201)(NUMB) number.)
11. Click OK until you return to Work With Batch Versions-Available Versions.
Submitting Your Version of Update PM Schedule Status (R12807)

To submit your version of the Update PM Schedule Status program:
1. On Available Versions, select your new version, R12807<use the last two digits of
your student signon>.
2. On Version Prompting, select Submit.
3. On Processing Options, click OK.
4. On Printer Selection, click OK.
a. On Submitted Job Search, highlight the job for your signon and R12807 (look in
the Job Details column), and then select View PDF from the Row menu.
b. On the Update PM Schedule Status report, note the PM status and percent due
information.
Based on your maintenance rules, the PM must be within 85% of the due date
before the system schedules the PM and initiates a status change.
6. Repeat steps 1 through 4 to run the report again, but change the processing option to
indicate a through date of June 27, 2005.

7. Review the report for this submitted job.
8. On Submitted Job Search, use the Time Job Submitted column to select the most
current job.
Note that your PM is now due and that the status has changed to 50 (Maintenance Due).
Using the PM Backlog

To use the PM Backlog to validate your PM Schedule:
1. From the same menu view, select PM Backlog.
2. Find your Forklift and note the change in the status for your service type and the
value for the completed hours.
The status value was set based on the maintenance rules, and the completed hours is
the meter reading value for your forklift on June 27, 2005. Note that this service type
does not require a work order. Changes in the PM status and a final completion date
will need to be manually entered through PM Backlog.

Activity 20: Setting Up Linked Services and Maintenance Loops

1. Review work order activity rules.
2. Add service types.
3. Add new maintenance rules.
4. Link service types.
5. Update the PM schedule.
6. Review the PM Backlog.
7. Update meter information.
8. Set up a maintenance loop.
9. Update the PM schedule to validate the maintenance loop setup.
10. Review the PM backlog to check the PM scheduling set up.
Slide 231 ______________________________________________________________________________________________________
Activity Overview
Two of the service types scheduled for the forklift require similar labor crafts, access to
the same components of the forklift, and result in similar downtime requirements. They
are typically scheduled independently because of different frequency requirements.
However, if the scheduled dates occur near one another, performing them at the same
time is more cost-effective.
Inspections or general maintenance tasks, performed on multiple or similar pieces of

equipment, can be scheduled using a maintenance loop. Instead of requiring a single
work order for every piece of equipment, a single entity can represent an entire area and
one work order can capture information needed for all pieces of equipment.
To ensure appropriate set up of this information to successfully support subsequent

activities, follow the detailed task steps below.


Reviewing Work Order Activity Rules

Work order activity rules are defined for work orders that are generated when a scheduled
preventive maintenance task becomes due. As the work order status progresses, the PM
schedule status can also progress. To review the existing work order activity rules:

Management, Plant & Equipment Management Setup, Maintenance Setup, Work
Order Setup, Work Order Activity Rules (P4826).
2. Review the work order activity rules for order type WM and work order type 6.
Note the allowed changes in work order status and how a change in work order status
will affect the maintenance status.
Adding Service Types

To add service types to your equipment:

Schedule (P1207).
2. Using the following information, add a service types to your electric forklift:

Service Type 200-001 (Replace Intake Filter)
Days 60 (Schedule interval, every 60 days)
Date May 1, 2005 (Last completed date)
Model WO 450001
3. Click OK.
4. Add another service type using the following information:

Service Type 200-100 (Inspect Connections)
Days 30 (Schedule interval, every 30 days)
Date June 1, 2005 (Last completed date)
Model WO 450036
5. Click OK.
6. On Work With Equipment PM Schedule, click Find, and verify that your electric
forklift now has three scheduled service types.

Adding New Maintenance Rules

Service 200-001 (Replace Intake Filter) requires parts. You would like the PM Schedule
Update to generate a work order for this task prior to its actual due date so that parts can
be ordered. All other service types can be scheduled when they are due. To set up a new
maintenance rule:

Management, Plant & Equipment Management Setup, Maintenance Setup,
Maintenance Rules (P1393).
2. On Maintenance Rules, enter the following information in the first available row:

Asset Number <Your electric forklift number>
Service Type 200-001
Thru % 90
PM Status 50
WO Type 6
WO Priority M
Assoc. From 01
Assoc. To 50
Projected Start Date Method 1
3. On the next available row, enter the following information:

Asset Number <Your electric forklift number>
Service Type Blank
Thru % 100
PM Status 50
WO Type 6
WO Priority M
Assoc. From 01
Assoc. To 50
Projected Start Date Method 1
Question Answer
Which rules will apply to your electric forklift?
How will the Through Percent Threshold be used?

Question Answer
How will the Associated From and Associated
Through statuses be used?
Linking Service Types

To link service types:

Schedule (P1207).
2. On Work With Equipment PM Schedule, find your forklift service types.
3. Highlight 200-001 and select Associations from the Row menu.
4. On Associated Service Type, enter the following to complete the association, and
then click OK:

Threshold Percent 75
Separate Work Order 1
Work Order Status Blank
Question Answer
How many work orders will be created and why?
Updating the PM Schedules

To update the PM schedule status, which enables you to validate the linked service setup:
2. On Work With Batch Versions-Available Versions, select your version, R12807<use

the last two digits of your student signon>.
3. On Version Prompting, click Submit.
4. On Processing Options, change the Through Date to June 22, 2005.
5. Click OK until your version is submitted.

7. On Submitted Job Search, highlight the most recent job for R12807 (look in the Job
Details and Time Job Submitted columns) and then select View PDF from the Row
menu.
8. On the Update PM Schedule Status report, note the PM status and percent due
information.
Question Answer
What do you observe about the results? Did any
change in status occur? If so, why?
9. Resubmit your program, following steps 1 through 8, but change the through date to
June 24, 2005 and observe any changes.
Question Answer
Describe the changes to status and percentages. What
are the results that occur from the system’s
recognition of these changes?
10. Record your work order numbers:
Reviewing the PM Backlog

To review the PM Backlog, which verifies the PM schedule setup results:
1. From the same menu, select PM Backlog to review your service types for your
electric forklift. Review your electric forklift PM status for service type 200-001.
Question Answer
How did the status get assigned?
2. Highlight 200-001 and select Assigned WO from the Row menu.
This is the work order that the system created by using a model work order as a
template.
3. Using the Form menu options for Parts Detail and Labor Detail, verify that the parts
list and routing are attached, and verify whether the other default information is in
your work order.
Question Answer
Where did the routing and parts list information
originate?

4. Change the work order status value to MB and click OK. (Click OK through any
warning messages.)
Note that on the PM Backlog, the PM status for service type 200-001 has changed.
Question Answer
Why did the PM status change?
Updating Meter Information

The meter reading values will be used to schedule a maintenance event. To update a
meter reading:

Management, Daily Processing, Equipment Information, Meter Inquiry (P13210).
2. On Meter Reading Inquiry, review your electric forklift meter information for the
period of June 01, 2005 through August 1, 2005.
Note that since June, a net increase of 195 hours has been added to your forklift. An
overall lubrication and instrument inspection is required every 1,000 hours of
operation.
3. From your menu view, select Meter Readings (P12120).
4. On Meter Readings, update your electric forklift’s new hour meter reading to 1100
hours for the date August 1, 2005.
5. Click OK through any date warning error messages.
Setting Up a Maintenance Loop

To set up a maintenance loop:

Schedule (P1207).
2. Using the following information, add a service type to provide a general maintenance
activity for your electric forklift:

Service Type 200-011 (Lubricate)
Hours 1000
Multiple W.O. Code 3
Date June 1, 2005 (Last completed date)
Model WO (The model work order that you crated in an
earlier exercise.)

3. Relocate your forklift to review the new service type.
To more effectively manage this activity, you should include all associated components
of the electric forklift (including the battery and the drum loader/boom) at the same time,
using the same procedure.
4. Highlight service type 200-011 and select Routes from the Row menu.
5. On Equipment Routes, enter all components associated with your electric forklift,
and then click OK.
Hint: You might need to use the Equipment/Component Display inquiry to review
the current children associated with your electric forklift. Access this program from
the Equipment Information menu, which is within the Daily Processing menu.
6. Record the associated equipment numbers:
7. From the maintenance menu view, select PM Backlog (P12071).
8. On PM Backlog, find your electric forklift.
Note that service type 200-011 is scheduled.
9. Find the other associated assets.
Question Answer
Why is this service type not scheduled for these
pieces of equipment?
Updating the PM Schedule

To update the PM schedule status, which enables you to validate the maintenance loop
setup:
2. On Work With Batch Versions-Available Versions, select your version, R12807<use

the last two digits of your student signon>.
3. On Version Prompting, click Submit.
4. Change the processing option Through Date to August 1, 2005.
5. Continue to click OK until your version is submitted.
6. On Work With Batch Versions-Available Versions, select Submitted Jobs from the
Form menu.
7. On Submitted Job Search, highlight the most recent job for R12807 (look in the Job
Details and Time Job Submitted columns), and then select View PDF from the Row
menu.
8. Record your work order number for this service.

Reviewing the PM Backlog

To review the PM Backlog, which enables you to check the PM schedule setup results:
1. From the same menu view, select PM Backlog (P12071), and search for service type
200-011.
Note that all assets included in the maintenance loop now indicate that the lubricate
service type has a PM status of Due.
2. Highlight your electric forklift, and select Assigned Work Order from the Row menu.
3. On Work Order Revisions, select Record Types from the Form menu.
4. Select Type G to verify that all other associated components for this maintenance
loop within this 200-011 work order are listed.
5. Select Capital Asset Management, Plant & Equipment Management, Plant &
Equipment Management Setup, Equipment Constants (P001012).
Question Answer
What record type is defined for a maintenance loop?
Results
Question Answer
How many work orders will be created? Why? Two work orders will be created because the
association was set to Separate Work Orders = 1.
What do you observe about the results? Did any On June 22, 2005, both service types are not at the
change in status occur? If so, why? required 100% or 90% due, based on the
maintenance rules. Nor is the minor service type
(200-100) within 75% due, based on the association
rules. Therefore, no change in status will occur until
the system determines that one of the PMs is due.
Describe the changes to status and percentages. What On June 24, 2005 service type 200-001 is now 90%
are the results that occur from the system’s due. Therefore, the system has changed this service
recognition of these changes? type to PM due. Because of the association, 200-100
has also been scheduled at 77% due. The association
rule was set to a threshold of 75% of 200-100’s due
date. Both have advanced from a status of 01 to a
status of 50. Each of these services has its own work
order.
Review your electric forklift PM status for service In accordance with the Preventive Maintenance
type 200-001. How did this status get set? Rules, when a PM becomes due, the system changes
the PM status to 50.
Where did the routing and parts list information For PM generated work orders, the respective labor
originate? instructions and parts lists are created from the
model work order associated with the service type.

Question Answer
Note that on the PM Backlog, the PM status for In accordance with the Work Order Activity rules for
service type 200-001 has changed. Why did the PM order type WM and work order type of 6, when the
status change? work order status changes from MA to MB, the PM
status changes to 65 (Work In Progress).
Why is this service type not scheduled for these The looped components do not have the service type
pieces of equipment? scheduled independently for each component. The
service type is not even added to those components.
They have the inspection performed only when the
forklift has an inspection. The forklift schedule
determines the inspection due date and the forklift
number will be associated with the work order that is
generated. After the inspection is due, the service
type will also show for the components.
What record type is defined for a maintenance loop? When you review and print the work order, record
type G will contain a list of all looped components.
This record type was set up in the equipment
constants.

Activity 21: Using a Model PM and Generating a PM Projection

1. Set up a model PM.
2. Generate a PM projection.
Slide 238 ______________________________________________________________________________________________________
Activity Overview
As more equipment is added to a facility, existing PM information can be used to create
models to help you create PMs for new equipment. The PM Projection program creates
forecasted demand for labor and parts for scheduled services.
As your site expands, additional forklifts are added to manage the increased material-
handling workload. With the increasing number of scheduled service types, you will need
a way to plan for the parts and labor needed to perform those activities. Using the PM
Projection will help you to plan your maintenance activities.
You will:
1. Use your electric forklift for its category codes and create a model PM.
2. In the model PM include the service type 200-007, scheduled every 1000 hours, and
the model work order 450061. Also include the service type 200-009, scheduled
every 1000 hours, and the model work order 450087.
3. Apply your PM model to your gas forklift.
4. Generate a PM projection against your electric forklift from June 1, 2006 through
June 1, 2006. Use the forecast type MF.
5. Review your PM projections.

Setting Up a Model PM
To set up a model PM:

Schedule (P1207).
2. Find your electric forklift.

You will use this forklift as your category code template for all of your forklifts.
3. Select Model PM from the Form menu.
4. Record the category codes that will apply to your model PM:
5. On Work With Model PM Schedules, click Add.
6. On Model PM Schedule, enter the following service type to create the new model
PM:

Hours 1000
Model WO 450061
7. Click OK.
8. Add the following service type to your model:

Hours 1000
Model WO 450087
9. Click OK, click Cancel, and then click Close.
10. On Work With Equipment PM Schedule, find the gas forklift and select Model PM
from the Form menu.
If your gas forklift does not have the same category codes as the electric forklift, no
service types will appear.
11. Change the category codes to match those of the electric forklift.
12. Click Find to relocate the model.
13. Click Copy, and then click Close.
Your gas forklift should now have the same service types.
Generating a PM Projection
To generate a PM projection:
1. Select Capital Asset Management, Plant & Equipment Management, Periodic

Processing, Maintenance Planning, Update PM Projections (R13411).
2. Copy version XJDE0001 to create your own version. Name the version with your
initials and your student number. For example, MKT01.

3. Change the processing options on the Defaults tab as follows:

From Date June 1, 2005
Through Date June 1, 2006
Forecast Type MF

Where Asset Item Number is equal to <Literal> (Your electric
(F1201)(NUMB) forklift number.)
5. Run your version.
The system does not generate a report. The system only populates the table with
forecast information used by the PM Projections inquiry and the Print PM Projections
report.
6. From the same menu, select PM Projections (P13011).
7. Inquire on the scheduled dates from June 01, 2005 through June 01, 2006 for your
electric forklift.
The system displays projected PM’s for your electric forklift. Note also that the
estimated amount of labor and the labor and material costs are included on the
Estimated Amounts tab.
Question Answer
Why are no service types scheduled for your gas
forklift?
Results
This is the answer for this activity’s question:
Question Answer
Why are no service types scheduled for your gas You have just added two new service types to your
forklift? gas forklift through the Model PM function and both
had scheduling intervals and model work orders
associated with each service type. However, the
model cannot determine for each asset and each
service type when the last service had occurred.
Therefore, the service type needs a last completed
date or a last completed meter amount. You add this
information in the Equipment PM Schedule program
(P1207).


Notes
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Lesson 15
Setting Up for Failure Analysis

Setting Up for Failure Analysis Lesson 15
Activity 22: Setting Up Failure Analysis Codes, Trees, and Records

1. Create failure analysis codes.
2. Create failure analysis tree names.
3. Create failure analysis tree structures.
4. Create failure analysis tree records.
5. Associate failure analysis records with a tree.
Slide 260 ______________________________________________________________________________________________________
Activity Overview
To ensure that you correctly set up the entire failure analysis structure, follow the detailed
activity steps.
Creating Failure Analysis Codes

To create the failure analysis codes:

Management, Plant & Equipment Management Setup, Failure Analysis Setup,
Failure Analysis Codes (P17761).
2. On Work with Failure Analysis Codes, select the failure analysis type Failure, and
then click Add.
3. On Failure Analysis Code Revisions:
a. Enter the following information in the first row:

Failure Analysis Code START<use the last two digits of your student
signon>
Code Description Forklift will not start <use the last two digits of
b. In the next row, enter the following information:

Failure Analysis Code TIRE<<use the last two digits of your student
signon>
Code Description Tire is flat <use the last two digits of your student
signon>

Lesson 15 Setting Up for Failure Analysis
5. On Work with Failure Analysis Codes, select the failure analysis type Analysis, and
then click Add.

Failure Analysis Code BATTERY<use the last two digits of your student
signon>
Code Description Check the battery <use the last two digits of your
student signon>

Failure Analysis Code AIR<<use the last two digits of your student
signon>
Code Description Check the air pressure <use the last two digits of
8. On Work with Failure Analysis Codes, select the failure analysis type Resolution,
and then click Add.

Failure Analysis Code REPLACE<use the last two digits of your student
signon>
Code Description Replace the battery <use the last two digits of

Failure Analysis Code CHARGE<<use the last two digits of your student
signon>
Code Description Charge the battery <use the last two digits of your
student signon>

c. In the next row, enter the following information:

Failure Analysis Code FILL<<use the last two digits of your student
signon>
Code Description Fill tire with air <use the last two digits of your
student signon>
10. Click OK and then click Cancel.
11. On Work with Failure Analysis Codes, select the failure analysis type All, and then
click Add.

Failure Analysis Code FORK<use the last two digits of your student
signon>
Code Description Forklift <use the last two digits of your student
signon>
14. On Work with Failure Analysis Codes, select the failure analysis type All and verify
that your codes have been set up properly.
Creating Failure Analysis Tree Names

To create a failure analysis tree name:
1. From the same menu view, select Failure Analysis Tree Entry (P17762).
You will add three new trees, one for each failure analysis type.
2. On Work with Failure Analysis Tree Names, select the failure analysis type Failure,
and then click Add.
3. On Failure Analysis Tree Name Revisions, enter the following information:

Tree Name VEHICLES-F<use the last two digits of your
student signon>
Description Mobile Equipment Failures <use the last two

5. On Work with Failure Analysis Tree Names, select the failure analysis type Analysis,
and then click Add.

Tree Name VEHICLES-A<use the last two digits of your
student signon>
Description Mobile Equipment Analysis <use the last two
8. On Work with Failure Analysis Tree Names, select the failure analysis type
Resolution, and then click Add.

Tree Name VEHICLES-R<use the last two digits of your
student signon>
Description Mobile Equipment Resolution <use the last two
Creating Failure Analysis Tree Structures

To create a failure analysis tree structure:
1. On Work with Failure Analysis Tree Names, find and highlight your new tree
defined for failures. Select Tree from the Row menu.
2. On Failure Analysis Tree, click Add.
3. On Failure Analysis Tree Revisions, enter FORK<use the last two digits of your
student signon> for the parent code.

Child Code START<use the last two digits of your student
signon>

b. Enter the following information in the second row:

Child Code TIRE<use the last two digits of your student
signon>
5. Expand the tree and verify that your codes have been added, and then click Close.
defined for analysis, and then select Tree from the Row menu.

Child Code BATTERY<use the last two digits of your student
signon>

Child Code AIR<use the last two digits of your student
signon>
defined for resolutions, and then select Tree from the Row menu.

Child Code REPLACE<use the last two digits of your student
signon>


Child Code CHARGE<use the last two digits of your student
signon>
c. Enter the following information in the second row:

Child Code FILL02<use the last two digits of your student
signon>
Note. In this example, you have created a tree for each failure analysis type. Additional
codes, that represent other types of mobile equipment, could be created and added to
these trees. Another setup option available is to create one tree with the failure analysis
type of ‘All’. This single tree can then have failure, analysis, and resolution codes built
onto a single tree structure.
Creating Failure Analysis Records

To create failure analysis records:
1. From the same menu view, select Failure Analysis (P17766).
2. On Work with Failure Analysis, click Add.
3. On Failure Analysis Revisions, click the Search button for failure description.
4. On Failure Analysis Tree Name Search & Select, select your failure tree.
5. Expand the tree structure and select START<use the last two digits of your student
signon>.
6. On Failure Analysis Revisions, click the Failure Codes tab and review the codes on
the tab.
These codes originated from the tree structure when you selected the failure code.
They will be used to match this failure analysis record when you set up an association
in a subsequent step.
7. Click the Failure tab.
8. In the media object box, type an explanation of the characteristics of this failure and
then click OK.
9. On Failure Analysis Revisions, click the Analysis tab.

10. Click the Search button for the analysis description.
11. Repeat the steps above for accessing your analysis tree.
12. Select the analysis code BATTERY<use the last two digits of your student signon>
and type text that explains how to analyze battery issues.
13. On Failure Analysis Revisions, click the Resolution tab.
14. Click the Search button for the resolution description.
15. Repeat the above steps for accessing your resolution tree.
16. Select the analysis code REPLACE<use the last two digits of your student signon>
and type text that explains the process for replacing the battery.
Associating Failure Analysis Records with a Tree

To associate the failure analysis record with a tree:
1. From the same menu view, select Failure Analysis Tree Entry (P17762).
2. Highlight the tree for failures and select Tree from the Row menu.
3. On Failure Analysis Tree, expand the tree structure.
4. Highlight the failure code START<use the last two digits of your student signon>
and select Add F/A Association.
On Failure Analysis Search & Select, the system displays your START<use the last
two digits of your student signon> record with the text entered in the previous steps.
5. Select your START<use the last two digits of your student signon>record.
The system returns to the failure analysis tree. Note that the icon for START<use the
last two digits of your student signon> has changed from a paper form to a paper
clip/check mark.
6. Repeat these steps for the analysis and resolution tress in order to associate the failure
analysis records for BATTERY<use the last two digits of your student signon> and
REPLACE<use the last two digits of your student signon> with the corresponding
codes in your trees.
In the next exercise, you will use these trees and these failure analysis records to record
the failure, analysis, and resolution for an equipment work order.

Lesson 16
Using Failure Analysis with Work

Orders

Using Failure Analysis with Work Orders Lesson 16
Activity 23: Using Failure Analysis from a Work Order

1. Review the service and warranty constants.
2. Attach failure analysis records to a work order.
3. Review Pareto analysis information.
Slide 267 ______________________________________________________________________________________________________
Activity Overview
When using the Failure Analysis, you must first attach a symptom to the work order
before you can attach an analysis and a resolution to that symptom.
You need to:
1. Review the Service & Warranty Constants to determine if you will be entering failure
analysis records directly to the work order or by using the tree structure.
2. Using your failure tree, add a failure to your electric forklift’s work order that was
created due to a battery problem.
3. Using your analysis tree, add an appropriate analysis record to the same work order.
4. Using your resolution tree, add an appropriate resolution record to the same work
order.
5. From your failure code, review the Pareto analysis information.

Reviewing Service & Warranty Constants

To review the current service and warranty constant settings:

Management, Plant & Equipment Management Setup, S/WM Constant (P17001).
2. Verify that the Use Failure Analysis Tree for Selecting Failure Analysis Codes option
on the General Tab on S/WM System Constants Revisions is enabled.
This setting ensures that you can navigate through the tree structure to select
appropriate knowledge codes for symptom, analysis, and resolution.

Lesson 16 Using Failure Analysis with Work Orders
Attaching Failure Analysis Information to a Work Order

To add failure analysis records to a work order:

2. On Work With Work Orders, find and select the work order for your electric forklift
with the work order description of Battery alert light on.
3. On Work Order Revisions, select Add/Revise FA from the Form menu.
Notice that the default values for product model and family originate from the work
order.
4. On Failure Analysis Revisions, click the Search button for the Failure Description
field.
5. On Failure Analysis Tree Name Search & Select, select your failure tree.
6. On Failure Analysis Tree Search & Select, expand your tree, and select the failure
START<use the last two digits of your student signon>.
7. On Failure Analysis Revisions, click OK.
8. Repeat this process, using the analysis and resolution trees, adding the analysis
BATTERY<use the last two digits of your student signon> and the resolution
REPLACE<use the last two digits of your student signon> to your work order.
9. On Work Order Revisions, select Work With FA from the Form menu.
10. On Work with Failure Analysis, change the failure analysis type to Failure.
11. Verify that the approval type is ‘Approved’, located on the Approvals tab, and then
click Find.
Reviewing Pareto Analysis Information

To review the Pareto analysis information:
1. On Work with Failure Analysis, highlight your failure for the “Forklift will not start
<use the last two digits of your student signon>” and select Pareto Analysis from the
Row menu.
2. On Failure Analysis Pareto, review your analysis and resolution hits for this failure.

Using Failure Analysis with Work Orders Lesson 16
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Lesson 17
Setting Up Calendars and

Resources

Setting Up Calendars and Resources Lesson 17
Activity 24: Defining a Resource

1. Set up a resource master record.
2. Associate competencies to a resource.
3. Create resource calendar exceptions.
Slide 280 ______________________________________________________________________________________________________
Activity Overview
Resource assignments can be used to assign resources to equipment work orders,
regardless of whether the resources are individual workers or pieces of equipment. You
must set up each resource in the Resource Master and define available capacity before
you can assign resources to work orders.
To create a resource to use on the resource assignment workbench:
1. Create an employee resource using your address book number, 2011<use the last two
digits of your student signon>.
Use the manager 9400, the supervisor 7550, the site 6074 and the workcenter branch
of MECHANICA.
2. Associate competencies for your new resource.
This resource will have a competency code of ADJ and a competency level 3. The
date the competency was acquired is June 1, 2005. Use a status value of 1.
3. Create a resource calendar for your resource that reflects the fact that your new
resource will not be working from June 1, 2005 through June 3, 2005.

Setting Up a Resource Master Record

To set up a resource master:
1. Select EnterpriseOne Menus, Capital Asset Management, Resource Assignments,

Periodic Resource Assignment Processing, Resource Master (P48310).
2. On Work With Address Book Resources, click Add.

Lesson 17 Setting Up Calendars and Resources
3. On Resource Master Revisions, click the Basic Data tab, and enter the following
information:

Resource Type 01
Address Book Number 2011<use the last two digits of your student
signon>
Manager 9400
Supervisor 7550
Site 6074
Workcenter Branch MECHANICA
4. Click the Calendar tab, and enter the following information:

Time Zone 23
Rule Name USA
5. Click OK, and then find your employee resource record and verify the setup.
Question Answer
From where did the Calendar Type, Calendar Value
and Branch value originate?
Are individuals that are used as resources required to
have service provider attributes in their address book
record?
Associating Competencies to a Resource

To associate competencies to your resource:
1. On Work with Address Book Resource, highlight your new resource and choose
Competencies from the Row menu.
2. On Work With Competencies, click Find.
Note that no competencies are currently associated with your resource.
3. Enter the competency type 002 and click Add.
4. On Skills/Resource Revisions, enter the following information:

Competency Code ADJ


Competency Level 3
Description Received Sign Off
Date Acquired June 1, 2005
Verified <enter your first name, up to 8 characters)
Status 1
5. Click OK to accept the new competency.
6. On Work With Competencies, click Find and verify the competency entry.
Creating Resource Calendar Exceptions

To create a resource calendar exception:
1. From the same menu view, select Resource Working Hours (P48307).
2. On Work With Resource Working Hours, click Find.
You should have a Base Calendar set up for branch M30 with a total of eight working
hours for Monday through Friday.
Question Answer
Why do multiple entries exist for Branch M30?
3. Click the Resource Calendar tab and then click Add.
Your resource is taking vacation from June 1st to June 3rd. You need to set up a
Resource Calendar exception to reflect this vacation time. Doing so will ensure that
you cannot assign your resource to work orders on these dates.
4. On Working Hours Details, enter the following information:

Resource Type 01
Resource Number 2011<use the last two digits of your student
signon>
Date From June 1, 2005
Date Thru June 3, 2005
Start Time <Enter zero into all time fields>
End Time <Enter zero into all time fields>
The Hours Available field should be blank.

Lesson 17 Setting Up Calendars and Resources
5. Click OK to accept the resource calendar, and then click Cancel.
6. Click Find and verify that the dates were created for the employee.
You should have a record for each day that the employee will be on vacation.
Question Answer
From where did the Start and End times originate?
What is another way to populate this table besides

manual entry?
Now that you have set up resource constants, resources, and working hours, you can
assign the resource (either individual or asset) to work orders. You must have a resource
master record set up for any individual or asset that you plan to assign to work orders.
Results
Question Answer
From where did the Calendar Type, Calendar Value They originated from the Resource Constants that
and Branch value originate? are set up for business unit ‘ALL’ because the
business unit associated with Josephine Breton’s
address book record does not have a specific
constant set up.
Are individuals used as resources required to have No. The individuals (employees) used as resources
service provider attributes in their address book would most likely not be the same people who enter
record? work orders.
Why do multiple entries exist for Branch M30? Each working day must have default working hours
associated with it. This can be done by using the ‘0’
Day of Week. The exceptions to these default hours
must then be added for each day (weekends,
holidays, half-days, and so on) with the start and end
times entered appropriately.
From where did the Start and End times originate? The Base Calendar set up for the combination of
Calendar Type, Value, and Branch that the
individual is associated with in the Resource Master.
What is another way to populate this table besides You can enter a leave request into Workforce
manual entry? Management, upon which it will be entered into the
resource calendar when the leave request is
approved. An event rule exists that will do this from
the Manager Self Service Leave Review (P076311)
program that populates the Resource Working Hours
table ( F48307) when a leave is approved.

Notes
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Lesson 18
Using the Resource Assignments

Workbench

Using the Resource Assignments Workbench Lesson 18
Activity 25: Assigning Resources to a Work Order

1. Search for a resource.
2. Assign a resource to a work order header.
3. Review the assignment detail.
Slide 294 ______________________________________________________________________________________________________
Activity Overview
After you have set up resource assignments you can use them to help load capacity
against resources based on availability, competencies, skills, and attributes. You will
now:
1. Use the resource assignment workbench to locate the work order that you used for
fixing your forklift’s battery problem.
2. Find a resource that has the competency type 002, a competency code of ADJ, and a
Competency level to and from 3.
3. Assign that resource to your work order, and then view the assignment detail.

Searching for a Resource

To find an appropriate resource:
1. Select EnterpriseOne Menus, Capital Asset Management, Resource Assignments,

Daily Resource Assignment Planning, Resource Assignments (P48331).
2. On Work With Resource Assignments, find the work order that you used in the
exercise called Adding a Parts List and Labor Detail to a Work Order (the corrective
work order for the battery problem).
3. In the Research Search area, click the Find button to see all of the resources that are
available to work on this work order.
Because all of the resources that meet the default search criteria appear, you need to
narrow your search criteria.
4. Click the search button for Resource Number to launch the Resource Master Search
& Select program.

Lesson 18 Using the Resource Assignments Workbench
5. On the Competency Tab, enter the following information:

Competency Type 002
Competency Code ADJ
Competency Level From 3
Competency Level To 3
6. Click Find.
7. Highlight your resource employee (2011<use the last two digits of your student
signon) and click Select to access Work With Resource Assignments.
Assigning a Resource to a Work Order Header

To assign a resource to a work order:
1. On Work With Resource Assignments, Resource Search, click Find.
Your resource’s availability appears in the lower portion of the form.
Question Answer
Why does the resource have zero capacity available
for June 1st through June 5th?
2. Verify that the employee number for your resource is highlighted in the search results
field.
3. Highlight your work order number, and click the Assign Resource button.
You are assigning resources at the work order header level because document type
WM is not in UDC 48/RL. For you to assign resources at the work order labor detail
level, the document type must be entered into this UDC.
4. Click Find in the Research Search area and review the availability information for the
resource.
The availability form on the right should now indicate three hours of load
information on June 6th.
5. Click the Assignment tab to review the current assignments for the resource.
Reviewing the Assignment Detail

To review the assignment detail information:
1. Highlight your work order and click the Assignment Detail button.

Using the Resource Assignments Workbench Lesson 18
Because your resource is not available from June 1, 2005 through June 5, 2005, the
system scheduled the work order for the next available date of June 6, 2005. This will
result in the work order being completed past its due date.
2. To experiment with various “what-if” scenarios, change the values for Assigned
Hours and Assignment Percent.
For example, change the assignment percent to 10 percent. Note that the resource
hours are now spread across three days. Be aware that these changes to the database
do not occur until you click OK.
3. Click Cancel.
Results
Question Answer
Why does the resource have zero capacity available The 1st through the 3rd were the vacation days for
for June 1st through June 5th? which you entered a resource calendar exception.
The 4th & 5th are weekend days, which have
exceptions set up for the base calendar.

Lesson 19
Accessing Global Updates and

Data Purges

Accessing Global Updates and Data Purges Lesson 19
Notes
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Lesson 20
Describing Workflow for

Approvals

Describing Workflow for Approvals Lesson 20
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Lesson 21
Course Review

Course Review Lesson 21
Notes
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Preface Capital Asset Management...............................................................................................v

Lesson 1 Course Overview ...............................................................................................................1

Lesson 2 Business Process Overview ...............................................................................................3

Lesson 3 Setting Up General Options..............................................................................................5

Lesson 4 Creating an Equipment Master Record ........................................................................13

Lesson 5 Defining Supplemental and Specification Data ............................................................23

Lesson 6 Tracking Location Transfers and Site/Owner Information ........................................33

Lesson 7 Describing Other Equipment Information Options .....................................................37

Lesson 8 Setting Up for Work Orders...........................................................................................39

Lesson 9 Entering a Corrective Work Order ...............................................................................43

Lesson 11 Setting Up for Maintenance Costing .............................................................................69

Lesson 12 Capturing Costs Against a Work Order .......................................................................71

PeopleSoft Proprietary and Confidential iii

Lesson 13 Working with Equipment Meter Readings...................................................................83

Lesson 14 Creating Preventive Maintenance Schedules................................................................89

Lesson 15 Setting Up for Failure Analysis....................................................................................113

Lesson 16 Using Failure Analysis with Work Orders..................................................................121

Lesson 17 Setting Up Calendars and Resources...........................................................................125

Lesson 18 Using the Resource Assignments Workbench ............................................................131

Lesson 19 Accessing Global Updates and Data Purges ...............................................................135

Lesson 20 Describing Workflow for Approvals ...........................................................................137

Lesson 21 Course Review ...............................................................................................................139

iv PeopleSoft Proprietary and Confidential

Capital Asset Management

Typographical Conventions and Visual Cues

• Country, region, and industry identifiers.

Typographical Convention Description

PeopleSoft Proprietary and Confidential v

Typographical Convention Description

Note. Example of a note.

Important! Example of an important note.

Warning! Example of a warning.

Example of cross-reference to a PeopleBook

Country, Region, and Industry Identifiers

Example of a country-specific heading: “(FRA) Hiring an Employee”

Example of a region-specific heading: “(Latin America) Setting Up Depreciation”

vi PeopleSoft Proprietary and Confidential

• USA (United States)

• USF (U.S. Federal)

• E&G (Education and Government)

• USD (U.S. dollars)

Related Documentation and Resources

See PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.asp.

PeopleSoft Proprietary and Confidential vii

viii PeopleSoft Proprietary and Confidential

PeopleSoft Proprietary and Confidential 1

2 PeopleSoft Proprietary and Confidential

Business Process Overview

PeopleSoft Proprietary and Confidential 3

4 PeopleSoft Proprietary and Confidential

Setting Up General Options

PeopleSoft Proprietary and Confidential 5

Activity 1: Viewing Service Management and Equipment Constants

Important! The classroom workstations are set up to replicate a real business

Reviewing Constant Settings

1. Select EnterpriseOne Menus, Capital Asset Management, Plant & Equipment

2. On S/WM System Constants Revisions, verify the following information on the

Form Element Value or Status

Validate Product Family/Model Combination On

Use Failure Analysis Tree for Selecting On

Use Graphical Parts Book Off

Other fields on this form will be addressed in subsequent exercises.