Branch Preferences and Customisation

Overview

Use this section to understand the configurable branch settings that control planning behavior, resource visibility, and work order display rules.

Configuring branch settings in the Branch Preferences screen

Branch preference settings

  • Working days: Define which days work can occur for the selected branch.

  • Default settings: Apply branch defaults when user-specific preferences are not configured.

  • Work order statuses: Select the JD Edwards statuses to display for the branch.

  • Work order types: Filter by types such as corrective, safety, or preventative work orders.

  • Asset identifier: Choose how assets display, such as asset number, unit number, or serial number.

  • Category codes: Display selected JD Edwards category codes on work orders.

  • Planning resource types: Configure resource types such as assignee, supervisor, crew, or craft.

  • Assignments: Enable assignment functionality when assignable resources should be used.

  • Copy to Default: Optionally apply settings as the default for all users assigned to that branch.