Mass Work Order Maintenance Session ID#: 103320 What Can It Do For You? Prepared by: Seth Chaikin Director Grant Thornton #JDEINFOCUS
Agenda About Grant Thornton What is Mass Work Order Maintenance? Benefits of Mass WO Maintenance Setup and Maintenance What It Can Not Do Best Practices for Using
About Grant Thornton Grant Thornton International Revenues of $4.7B 725 offices worldwide More than 40,000 employees More than 2,800 partners Grant Thornton LLP Revenues of $1.4B 57 offices nationwide More than 6,000 employees More than 500 partners V I S I O N To be the leading audit, tax and advisory firm, serving dynamic organizations in our chosen markets. 3
Business Harmony Business Analytics We help our clients integrate transactions to report on financial results and variances with governed standards. Services include: Reporting and analytics strategy Governance and master data Foundation analytics Pre-built analytics Advanced analytics Enterprise Performance Management We help our clients transform data into usable information. Our services give clients better visibility into their business that enables actionable decision-making: Enterprise planning, forecasting and strategic planning Consolidations and financial reporting Profitability analysis Change assurance Enterprise Resource Planning Human Capital Management We help our clients manage transactional detail from every process within their business. Connecting this information with users and ensuring that it meets their specific needs are critical to enabling sound decisionmaking. Services include: System strategy Implementation Technology integration Upgrades, optimization, and support We help our clients develop an integrated approach for addressing current and future talent management issues. Our services provide our clients the flexibility to scale the solution or solutions to their business strategy, operating model, and culture. Specific services include: Assessments System strategy and implementation HR intelligence Upgrades, optimization, and support 4
2015 JD Edwards Partner Oracle Excellence Award recipient Oracle JD Edwards recognized Grant Thornton with its 2015 JD Edwards Partner Excellence Award for Outstanding Upgrades. Our work at Renewable Energy Group (REG) was recognized because of its transformational nature and cross-pillar influence. The upgrade project at Renewable Energy Group (REG) was central to our award application. The project consisted of the following transformational initiatives and went live in January 2015: JD Edwards upgrade from 8.12 to 9.1 release all financials, distribution (including OTM for Logistics), manufacturing, and asset management modules Implementation of BI Publisher for all internal and external forms Document Imaging integration with Perceptive Software (ImageNow) Customer Self-Service portal Oracle Transportation Management (OTM) Integration Customization obsolescence significant reduction ERP Governance program initiated to instill accountability and ownership through business process owners and an operating group to strategically align the business with IT Centralized Master Data Management protocols implemented Commodity Training Risk Management (CTRM) system integration with JD Edwards order management and contract management Converted old menus and task views to E1 pages for and end-user selfservice experience OneView Reporting REG purchased OVR licenses for future ad-hoc reporting and BI dashboards Lyle Ekdahl, SVP, Product Development, Oracle presents Greg Davis with the award during the JD Edwards Summit Gala on Feb. 4 5
About the presenter Seth Chaikin Director, Technology Solutions Overland Park, KS Executive summary Seth Chaikin is a Director with Grant Thornton in the Technology Solutions practice. He has over 17 years of consulting experience, across a diverse set of industry and public sector clients and is Project Management Professional (PMP) certified. Seth's experiences include planning and program management of multi-faceted implementation projects, hands on management and implementation of ERP software packages, business process reengineering and system architecture design. Prior to Grant Thornton, Seth joined MarketSphere s JD Edwards practice in 2006 and was responsible for managing and delivering projects, practice development, solution design and staff management. He has deep experience with the processes and configuration of the JDE Distribution and Manufacturing modules, as well as Capital Asset Management, Equipment Billing and Service Billing, and has experience with multiple releases of the software. Industries Consumer Products Pet Food/Manufacturing Metals and Mining Mineral Exploration Drilling Construction Water Management Metal Components Retail Hospitality and Restaurants Public Utilities Transportation Department of Defense Professional qualifications and memberships Project Management Professional (PMP) Education Bachelor of Science in Business Administration, University of Kansas Masters of Accounting and Information Systems, University of Kansas 6
Mass WO Maintenance What Is It?
What Can It Do? Allows for Updating Multiple Work Orders at One Time Works with All JDE Work Order Types Equipment Maintenance WOs Manufacturing WOs Service WOs Tenant WOs Controls What Can Be Updated by WO Type Processing Options Determine What Type of WO the Application is Setup For Can Be Configured for the Maximum Number of Work Orders to be Updated at One Time Ensures that Users Don't Update All on Accident Helps to Maintain System Performance Levels
What Can It Do? Allows for Creating Templates to Control What Users Can and Cannot Update Templates Are Controlled By Version, Which Can Be Controlled Through Application Security Fields Can be "Turned On" or "Off" Values Can be Restricted i.e. Only Allow Status Update to Specific Statuses Tabs Can be Hidden Multiple Templates Can Be Created With Different Permissions, or For Different WO Types WO Update Batch Job Runs in the Background and Creates a Report Detailing the Outcome Can Be Run in Draft Allows for Display of Exceptions in the Grid
Benefits of Using Mass WO Maintenance
Mass WO Benefits Provides Fast and Easy Update Capabilities to Users First Application in JDE to Allow for Updating Multiple Work Orders at One Time Allows Users to Review All Work Orders First, Then Select Those to be Updated Allows for Structure and Control in What Can be Updated Prevents the Need for Row or Column Security on Specific Fields These Can be Difficult to Maintain Some Key WO Fields Are Not Enabled for Row Security (i.e. WO Status) The Business Process Owner Can Determine What Fields Can be Updated, and What Values They Can Be Updated To
Mass WO Benefits Batch Processing Updates All Work Orders "Behind the Scenes" Users Can Continue to Work on Other Items While Work Orders Are Updated PDF Output Details Updates and Any Errors Templates (Versions) Only Allow for Update of One WO Type at a Time Ensures That Different Departments Don't Impact Others Can Be Used in Conjunction with Other New Functionality Watchlists to Identify Work Orders Needing Action i.e. Completed for More Than 90 Days, but Not Closed Advanced Queries to Drive Watchlists CAFE1' to Link to WO Information to Review Before Update
Setup and Maintenance
Setting Up Mass WO Update Steps to Setup Create Mass Work Order Update Templates There are None Prebuilt Application P48710
Setting Up Mass WO Update Mass WO Update Template Setup Different Templates Can Be Setup To Allow for Different Actions Templates Tied to Specific Versions of Mass WO Update Allows for Hiding Data Input Tabs Can Be Left Wide Open, or Locked Down Very Tightly Can Restrict Which Fields Can Be Updated Can Prepopulate Values to Allow Update to Only Those Values Allows for Data Element Level Control Without Row or Column Security No Ability for Mass Update of Attachments Used Extensively on EAM to Track WO Outcome
Setting Up Mass WO Update Planning Tab
Setting Up Mass WO Update People Tab
Setting Up Mass WO Update Order Detail Tab
Setting Up Mass WO Update Cat Code Tab
Setting Up Mass WO Update Classification Tab
Setting Up Mass WO Update Accounting Tab
Setting Up Mass WO Update Mass Work Order Templates
Setting Up Mass WO Update Mass WO Update Application Setup Create Versions for the P48022 This is the Search and Select Form for Mass WO Update Determines the Type of WO to be Updated Determines the Fields That Can be Updated, Based on WO Type Controls the Number of WOs That Can be Updated at Once
Setting Up Mass WO Update Mass WO Update Application Setup
Setting Up Mass WO Update Mass WO Update Application Setup Create Versions for the P48714 and R48714 Application is to Select and Review WOs to be Updated Batch Job is to Perform the Update (No Processing Options) Update Processing Options on P48714 to Call the Appropriate Template
How It Works
Mass WO Update in Action Let's See It In Action! Mass WO Search and Select (P48022)
Mass WO Update in Action Mass WO Search and Select Row Exits Allow for Drilling In for Review Updating Issues, Time Entry, Etc Analysis
Mass WO Update in Action Mass WO Search and Select After Reviewing / Updating as Needed, Highlight All Records to Be Updated and Click on Work Order Mass Update
Mass WO Update in Action Mass WO Update The Mass WO Update Application Will Open (P48714) Enter the Data to be Updated
Mass WO Update in Action Mass WO Update After All Update Are Made, Click on Draft or Final Update Draft Will Identify Exceptions Display Draft Exceptions Will Show Issues in the Grid
Mass WO Update in Action Mass WO Update Click Yes to the Prompt on Running in Final This Will Note the Number of WOs to be Update as a Final Check
Mass WO Update in Action Mass WO Update The Mass WO Update Batch Job (R48714) Will Run and Update the Work Orders PDF Output to Show the Results
Mass WO Update in Action Mass WO Update Final Step is to Review the PDF to Identify Any Errors and Address Them If No Errors, All WOs Were Updated!
What Can't It Do
What Is Not Possible There Are Some Updates That It Won't Work With Updating a Field to Blank Using the Change Component Function for EAM or Service WOs Updating Manufacturing WOs with Configured Items Updating EAM or Service WOs with Entitlement Checking On Changing Values for EAM or Service WOs to Change Out, or Swap Components Changing Values for Service WOs for Which Prepayment Processing is Enabled Updating Attachments
Best Practices for Using
Best Practices Best Practices for Setup and Use Identify the Primary Updates Made to Work Orders Today on a One by One Basis Leverage This Across Multiple Levels Users and Management Update of Work Orders Identify Issues That This Can Address and Build Templates to Reflect Those Users Updating Work Orders to Incorrect Status Work Orders Not Being Updated When They Should Category Codes Incorrect On Multiple WOs Determine Which Fields Users Should and Should Not Be Able to Update, and Which Tabs Can be Hidden Lock Down as Much as Possible, Without Hindering Users Less Room for Error and Less Data Entry Create Watchlists to Identify Work Orders Needing Update
Q&A
Please complete the session evaluation We appreciate your feedback and insight Session ID# 103320