Index 99, 625. Master User Guide

Transcription

1 Master User Guide Index A ABC Inventory Processing 364 setup 172 storeroom options 390 ABC Processing running 1073 Abilities adjusting levels 1245, 1251 Access List (Blanket Contract) 944 master 942 Account Treatment 475 Accounting 258, 265 budget 189 distribution 265 hierarchy 174 log 850 periods 1311 regulatory 474 structure 1262 yearly costs 261 Accounts creating 188 help (F1) 184 hierarchy 176 transaction log 192 Actions 95 assign component to assets 515 create document record 78 update task description 756 Activity Log service request 1207 Activity Tracking 844 Ad Hoc Reports 59 Address Message Window 122 Adjust Average Unit Price 388 Adjust Inventory Quantity 386 Advanced Searches 63 Alerts 97 approval alert 98, 1287 asset activity log 98 asset readings out of range 99, 323 auto stock reorder 98 auto timesheet created 98, 450 backordered items arrived 98 budget overage 98 default address for 99 exceeded metrics tolerances 1361 issue qty. exceeds wo estimate 99 metric values out of range 99 multiple blnkt cntrct revisions 99 out of range assets 99, 323 parts arrived 99 planners to receive alerts 99 po fully received 99 po item received 99 project exceeds % tolerance 99, 625 project exceeds budget tolerance 99, 625 receive as 70 receive in Inbox 70 system-wide settings 100 turn off for WEB reports 70 unused demand 100, 392 Allocation stock items 389 Analysis asset 1384 AP Data invoice 1029 service invoice 1010 Application Map 41 Application Security 1250 Approvals 137 approval limit 1280, 1365 approval routing 143 approval title 139, 1232 basic process 139 default routes 72 portal (web access) 153 routing list administration 1284 summary 91 view related 153 wizard 149 work records 543 Approved Vendor 370 Approvers 871 Area 175, 255 Asset 178, 275 activity log 305 analyzing performance 301 assoc operational tolerances 296 balance distribution on sr 1204 balance distribution on wot 593 class 314 condition 310 connected assets 126, 298 construction assets 511 data 329 data on work orders 592 default data 279 depreciation 199 engineering log 305 enterprise 1381 final reading 351 fixed 512 group asset 203 hierarchy 177 inspection log 284 interfaces 290 listed on service requests 1203 location basis 278 navigator 125, 300 nodes 278 Master User Guide - Index 1553

2 permit template requirements 291 pm control 671 reliability 303, 320 retire 277, 351 revalue 353 segment help 289 work history 542 work order default data 279 Asset PM Control Forecast Asset PM Control 677 Associated Assets FMEA Template 684 Associated Service Requests 1204 Associated Stock Codes master catalog 372 Attachments 76 blobs 77, 407 creating 78 external 76 internal 76 printing 81 sequence numbers for document IDs 81 temporary 78 Auditing 1328 Autofill Estimate 788 Autofill Estimates 788 Automatic Invoicing 1036 Automatic Stock Replenishment 1171 blanket contract 940 storeroom 381 Average Unit Price 385 B Backorder Processing 1077, 1146, 1162, 1170 Bar Code Labels printing 1145 Batch Processing 1313 Benchmark Work Order 644 BI Publisher Reports reports administration 1290 Bill of Material 396 Billing Information 1208 Bin Locations storeroom 389 Binary Large Objects 77, 407 Blanket Contract 940 create requisition from 950 log 1054 Blanket Contract to PO 954 BLOBs 77, 407 Blocks 1245 Bookmarks 101 Browser Windows 36 Budgets 189 checking 189 entering 190 notification 190 overage 1045, 1093 direct charges 838 invoicing 1029 purchase order 930 requisition 895 work order 581 Business Rules general description 1259 Buyer Data bc to po 956 purchase order 928 requisition 894 Buyers 871, 1266 C Calendar Tool 52 Call History 1206 Capabilities 880 Capital Regulatory Account 476 Catalog 368 change request 1068 enterprise 1382 Change Order 1012, 1046, 1050 Change Password 1235 Change Plant 88 Change Request 345 catalog 1068 post to prior year 208 vendor 888 Charts access to 1246 administration 1338 disabling thumbnails 1352 home page 114 interactive 114 trusted sites 1352 user 107 Checkout log 1184 partial issue 1091 request 1087 Checkout Request budget overage 1093 transaction log 1094 Chemical Label 427 synonyms 427 Child Assets 288 Closeout 130, 574 Code Table and Codes 1222 Commodities 880 codes 171 Company 1375 Compatible Structure 497 Compatible Units 483 conductors 519 construction assets 511 dependent materials 486 reconcile 370, 506 set up accounting 481 structures 497, 519 worksheet 503 Components 179, 332 asset warranty 336 construction assets 515 processing 1095 receiving 1143 repairing 1097, 1098 trackable 1069 tracking 337 tracking log 340 Conductors 377, 519 Configuration Guide 1279 Connected Asset 298 show levels 127, 301 Construction Asset assign component 515 assign components 515 automatic valuation 209 depreciation forecasts 209 Construction Assets 511 Consumables 1178 asset 288 Contents tab online help 11 Context Sensitive Help 11 Contract Material 1002 Contractors 492, 885 Copy Record 49 administration 1303 bc to po 959 configuration 1303 purchase orders 913 purchasing 874 requisitions 902 responsibility 1241 Cost Adjustment 1043 budget overage 1045 Master User Guide - Index 1554

3 Cost and Closeout 130 Cost Summary account 262 area 256 asset 287 company 1375 components 336 customer 1196 department 253 hierarchies 182 maintenance manager 458 organization 1377 plant 1380 process 273 project/subproject 631 purchase order 929 requisition 895 service request 1207 work order 572 work order task 594 Cost Types 165 Costs data entry 130 logging 130 monitoring 192 Courtesy Stores 603, 913 Craft 781 Crafts 376 Create Document Record 78 Create PM Work Order 331 Credit Card Information 1232 Crew 781, 840 activity log 846 assignments 612 Critical Number 541 CU Worksheet 503 Currency 1363 Custom Menu forms 1300 Custom SQL 63, 1531 Customer 1193 Customized field labels 1303 lists of values 1276 menus 1300 order by 1300 CWIP Regulatory Account 476 Cyclical Work 541 D Daily Schedule 780, 791, 805 Data Entry 130 Database 1535 administration 1527 allocating space 1537 indexes 1547 tables 1549 Datafiles 1535 Dates 51 formatting 90 DBA data blocks 1543 extents 1543 segments 1543 Decimal Values 51 Default Accounts purchase order 930 requisition 896 Default Approval Routes 138 Default Next Approvers 1233 Default Values creating 1296 Defining Tables 1273 Department 175, 252 Dependent Materials 486 Depreciation 195 asset 199 calculations 201 configuration 195 final reading 351 fleet asset 199 parameters 196 retire asset 277 set parameters 319 Direct Charges 833 cost and closeout 134 data entry 134 log 839 Direct Overhead 480 Direct Stock Items 1074 Discrepancies invoices 1035 shipments 1156 Distribution Lists 1325 Document control 77 register in system 407 transaction log 410 Document Control log 410 Documents control 404 create in record 78 distribution 408 log 412 revision history 409 temporary 78 Downtime Summary 297 Drawing Documents 399 Drill-Down 50 Duplication bc to po 959 purchase orders 913 records 49 requisitions 874, 902 service requests 1211 set parameters 1301 work requests 552 E alerts 70 Employee 447 adding user profile 1226 crew assignment 841 default purchasing approvers 1233 timekeeping 809 training 453 training (list) 453 Engineering Log 305 Enrolling Users 1226 Enterprise asset 1381 asset analysis 1384 catalog 1382 Enterprise Asset retire 351 Master User Guide - Index 1555

4 Entity Relationship Viewer 230 ERD 230 Evaluation 881 Event Queue 1329 Exchange Rates 1363 Expedite PO 1016 Expense Codes 188, 263 Export Data 38 Export Search Results 59 External Attachments 76 F Favorite Reports 91, 163 Favorites 91 FGA 1255 FGA Responsibility 1256 Field Labels 1303 Fields 1245, 1251 Filtered Metrics 1358 Finding Names 123 Fine Grain Access 1255 Fixed Asset 512 Fleet asset 738 benchmark work order 772 depreciation 199 fleet mileage reasonability 748 retire asset 351 warranty 742 work order 749, 768 asset warranty 757 Fleet Asset 738 See also, Asset Fleet Work Order Task update task description 756 FMEA 677 FMEA Items FMEA Template 685 FMEA Template 680 FMEA Template Data Asset PM Control 677 Follow-up Work Order 1209 Forecasting 791, 799, 805 Format Date 90 Forms Modules Administration 1296 Fractions 51 Function 459 Functions responsibility functions 1246 G Graphs administration 1330 site 1330 system 1330 user 104 viewer 104 Group Asset 203 depreciation forecasts 209 H Hazardous Components 287 Header 45 Help configure online help 1294 Help icons 11 Hierarchies 174 History failure 853 fleet work order 778 work order 851 work order task 607 History Work Order 648 Home Page 88 alerts 97 bookmarks 101 charts 107 editing 92 favorites 91 graph viewer 104 inbox 119 links 102 metrics 115 modules 91 news 91 notes 91 personalize 89 preferences 89 reports 163 saved searches 61 tip of the day 92 Hot Keys 33 How to open online help 11 I Icons Help 11 Inbox 119 Index tab online help 11 Indirect Overhead 476 Inspection Log 284 Installation Parameters 1278 Internal Attachments 76 Invoice Wizard 1034 Invoicing 1021, 1039 discrepancies 1035, 1036 entering invoices 1027 multiple purchase orders 1037 Issuing Stock 1082 J Job Hazard 436 revising 438 Job Manager 1313 log 1318 K Key Segments 289 Keyboard Shortcuts 33 Keys and Locks 443 log 445 subsets 445 L Labels field labels 1303 Labor Requirements work order task 608 Leave accrual 453 enter balance hours 453 requests 827 summary 452 Line Items blanket contract 947 expedite po 1018 property inventory 1134 purchase order 914, 921 requisition 896 service contract 992, 1007 Links 91, 102 List of Values standard 66 Lists of Values custom 1276 Locale 1379 Localization 25, 1303 field labels 1303 locale 1379 Location Basis 278 Lockout/Tagout 700, 718 Locks and Keys 443 log 445 subsets 445 Logging On and Off 26 Lot Management 1078 Lots 373, 390 LOV 66 See Lists of Values M Maintenance activity tracking 844 Master User Guide - Index 1556

5 Maintenance Manager 456 Manufacturer Data purchase order 919, 926 request for quotes 971 requisition line item 900 Master Catalog 368 associated stock codes 372 change request 359, 1068 Materials control codes 370 cost and closeout 135 disposition 1095, 1115 safety data sheets 423 work order task 599 Materials Used data entry 135 Maximizing Windows 33, 72 Messages 119, 1292 distribution groups 1325 receive as 70 receive in inbox 70 Metrics access to 1246 administration 1356 disabling thumbnails 1352 filtered 1358 user 115 Modules 44 Modules Administration forms 1296 sia 1307 Monthly Usage stock items 390 Motorpool 774 MS Project 637, 782 launching 640 MSDS 423 synonyms 426 Multi-Step Receiving 1148 backorder processing 1162 My Searches 57 N Navigation 28 Navigator (Asset) 300 News 91 Nodes 278 Non-Components repairing 1104 Not Vendor Caused 1159 Notes home page 91 standard 422 Numbers decimals 51 entering 51 O Online Help 11 Online help icons 11 Tabs Contents 11 Index 11 Search 11 Opening context-sensitive help 11 Operational Data 322 asset module 297 Operational Tolerances 323 Oracle Data Dictionary 1320 Order By 1300 Organization 1377 Overhead Class 475 Overhead Costs allocation 511 Overhead Regulatory Account 476 Overtime Standings 455 P Packing Slip 1141, 1154 Pages 1251 Parent/Child Relationships 181 Password administration 1234 changing 72, 1235 reset 27 unlock user 1235 Pay Periods 1324 Period Costs 182 account 260 area 256 asset 286 company 1375 components 336 customer 1196 department 254 function 460 maintenance manager 458 organization 1377 plant 1380 process 273 Permit 708, 718 permit template 701 permits 700 requirements 291 Permits duplicates 717 Personalize date format 90 home page 89 Phase 589 Physical Inventory 1121 Picklist blanket to po 958 multi-step receiving 1152 PIN administration 157, 1234 changing 72 processing 156, 157 PIN Processing 152 Planning planner 568, 588 work order tasks 622 Plant 1379 PM Events 668 PM Group Delay 234 PM Master 649 associating to PM routes 664 associating with PM Route 695 estimates 662 fleet 671 fleet pm control 673 seasonal 663 PM Route 541, 542 asset 295 associating to PM masters 664 PM Routes associating with PM Master 695 create scheduled 696 display scheduled 696 planning 691 PM Schedule 542 asset 294 component 337 Post-Issue 934 Precedence work order task 613 Preferences 89 Preventive Maintenance 541 create sched routes 696 display sched routes 696 events 668 master record 649 planning routes 691 scheduled assets 294 scheduled components 337 scheduled processes 273 Printing 52 attachments 81 Master User Guide - Index 1557

6 printable version 39 Procedure 413, 440 job hazard 436 log 439 new revision 438 where used 442 Process 178, 271 Procurement Level 370 Project 624 export wizard 640 managing 637 Property inventory 1132, 1133 log 1136 management 339, 1129 transaction log 1132 Prorate Data invoice 1029 service invoice 1010 Purchase Order 906 changing 909, 938, 1012, 1015, 1046, 1050 duplicating 912 ing 937 log 1053 modifying 909, 938, 1012, 1015, 1046, 1050 multi-step receiving 1148 template 912 updating 909, 938, 1012, 1015, 1046, 1050 Purchase Types 169 Purchasing transaction log 870 Q Quality Item 916, 923 Quantity Summary storeroom 371 Quick List 50 R Receiving 1137 backorder processing 1146 log 1185 trackable stock items 1069 Records 44 Reference ID 188, 259 Regulatory Account update distributions 510 Regulatory Accounting 474 direct overhead 480 indirect overhead 476 Renewal Work 235, 593 Reorder Review 382, 1171 setup 381 wizard 1175 Repair components 1098 non-components 1104 Report Administration 1289 Reports 159, 163, 1397 access to 1246 ad hoc 59 add to modules 1303 adding to responsibilities 1246 creating home page list 70 default group 1232 list 163 output options 1397 search export 59 standard 159 Request for Quotes 960 using vendor ratings 219 Required Fields 1297 secondary 1298 Requisition 889 create from blanket 902, 950 duplicating 874, 902, 913, 959 template 874, 902, 913, 959 Reservation 774 Reset Password 27 Responsibility 1239 charts 1338 definitions 1239 filtered metrics 1359 function 1246 modifying 1238, 1244 user access 1225 Results of Search 56 Returning Stock 1082 Returns 1101, 1160 Routing messages 101 Routing Lists administration 1284 associated documents 1286 overview 143 Rule See Business Rules Run to Failure 280 Runtime entry 687 log 295 S SAPI Triggers 1300 Saved Search creating 61 exporting 59 personal list 63 Schedule Plan 799 overview 780 Scheduling 780 actions 784 add to other days 784 adding tasks 784 autofill estimate 788 copying tasks 785 daily 791, 805 defining crew hours 842 from task 781 merging tasks 786 number of days 786 on task 596 plan 799 print reports 789 removing tasks 784 save and add more 784 schedule hours 787 schedule plan 799 use estimates 788 weekly 805 Search 54 advanced 63 exact match 63 results 56 saved searches 61 Search tab online help 11 Searching default fields 61 work records 65 Seasonal Adjustments 663 Security BLOBS 407 Sequence Numbers 1309 Server Report Queue 1319 Service contract 990 enter materials charges 1002 invoice 1005 request 1197 timesheet 999 materials 1002 timesheet log 1004 Master User Guide - Index 1558

7 work order task 611 Service Contracts activating 997 copying 998 itemizing services 994 revising 998 Service History 429 attribute update 135 cost and closeout 135 data entry 135 service request 1204 work order task 608 Service Request follow-up work order 1209 Service Timesheets modifying 1003 Shipments attributes 1156 recording problems 1156 Shipping Memo 1115 Shortcuts 33 SIA Modules Administration 1307 Signing On and Off 26 Special Lists of Values 1299 Specification 429 configuration 434 lists of values for 434 template 432 SQL 63, 1527, 1531 Structured Query Language 1527 Standard Notes 422 Stock backorder processing 1077, 1170 checkout 1082 checkout transaction log 1083 direct 1074 issuing 1082 quality items 916, 923 receiving 1143 reorder overrides 367, 394 returning 1082 trackable 1069 transfer 1165, 1177 types 169 Storeroom 379, 1070 adjust inventory quantity 386 adjustments 388 change request 357 direct stock 1074 log 395 lookahead 391 pricing 384 quantity summary 371 reorder summary 371 setup 362 stocking 1181 Structured Query Language 1527 Structures 497, 519 Subproject 624 summary 628 Subsystems 40 Synonyms 426, 427 System Graphs 1330 T Tablespaces 1535 Task Progress cost and closeout 135 data entry 135 Template Information 902 The 1221 Thumbnails disabling 1352 Timekeeping 809 auto create timesheet 450, 813 comments 815 cost and closeout 133 create timesheet for a crew 615 create timesheet for employee 615 data entry 133 log 826 payroll log 832 wizard 819 Timesheet calculations 825 Tip of the Day 92 Trackable Stock 1069 receiving 1143 Transaction Logs 85 Trusted Sites 1352 Turn off Alerts for WEB reports 70 U Unlock User 1235 Unused Demand stock items 392 Usage Code 475 User Enrollment 1226 User Profile 69, 1225 attributes 1232 personal settings 69 User Settings customizing 69 User-Defined Fields (UDFs) 1269 V Value Assets in Prior Year 517 Vehicle 738 motorpool 774 reservation 774 Vehicle Maintenance Reporting Standard 589, 756 Vehicles exceeding mileage 748 Vendor 875 award items to 982 business rules 214 change request 355, 888 code structure 1264 contractor 492 location 877, 879 order history 882 performance 882 rating 212 receiving quotes 973 structure 1264 Vendor Performance 882 not vendor caused 1159 View All 92 View Related Approvals 153 VMRS 589, 756 W Wage Rate 450 Warranty 336, 551, 582, 613 fleet work order 757 Waybill 1141 Where Used stock codes 375 WIP Regulatory Account 476 Work entering time 809 history 542, 648 renewal work 235 Work Demand stock items 388 Work Design 553 associated work orders 563 Work History asset 298 components 336 function 461 process 273 Work Order 566 activity log 581 asset warranty 582 Master User Guide - Index 1559

8 associated to work designs 563 benchmarking 644 create follow up for srv req 1209 creating from asset 281 default data 279 default data for assets 279 emergency 585, 686 follow-up to Serv Req 1209 history 542, 648 planning tool 128 searching 65 Work Order Task 500, 586 activating materials 606 activity tracking 844 asset list 593 asset warranty 613 assignment 612, 847 compatible units 503 create checkout request 603 finishing 619 hierarchy 613 labor requirements 608 materials 599 multiple assets 593 planning tool 128, 622 precedence 613 schedule plan 799 scheduling 596, 781, 791, 805 scheduling overview 780 searching 65 Work Planning Tool 128 Work Records creating 281 Work Request 546 creating from asset 281 rejected 547 warranty 551 WorkFlow Groups 1325 Workflow Groups 124 Workweek Schedule 780, 805 Y Yearly Costs 261 Master User Guide - Index 1560