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TABLE OF CONTENTS

OPTIONAL UPTAKE OF NEW FEATURES (OPT-IN) ················································································································ 2

UPDATE 19A ······························································································································································································· 2


Revision History ························································································································································································ 2
Overview ······································································································································································································· 2
Optional Uptake of New Features (Opt-In) ··································································································································· 3
Feature Summary ····················································································································································································· 4
User Interface ························································································································································································ 5
Access Work Areas in Reorganized Navigator Groups and Group Icons ······························································ 5
Maintenance ··························································································································································································· 6
Deactivate a Work Definition ··················································································································································· 6
Manually Procure Materials for Work Orders ···················································································································· 7
Create Resource Instance Usage Reports Using OTBI ······························································································ 11
Create a Maintenance Work Order by Copying an Existing Work Order ······························································ 12
OPTIONAL UPTAKE OF NEW FEATURES (OPT-IN)

FEATURES ORIGINALLY ENABLED VIA THE OPT–IN USER INTERFACE

The features in the table below were originally delivered Disabled. That is, the features required you to take
action in the Opt-In UI to enable for end users (plus possibly take additional setup or configuration steps).
Column A shows when these features were originally delivered.

Beginning in the update version specified in Column B, these features will no longer require the Opt-In UI to
enable for end users. However, you may still need to take additional setup or configuration steps to enable the
feature, per Column C. If additonal customer action is still required to enable, click on the feature name to get
more information.

Important Note: If you have already enabled these features in the Opt–In UI then NO further action is
necessary.

See more information about the "No Longer Optional Features".

UPDATE 19A

REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. All updates
appear in the following table:

Date Feature Notes

Updated document. Added opt-in expiry update


10 MAY 2019 Deactivate a Work Definition
for this feature.

Access Work Areas in Reorganized Updated document. Delivered feature in update


15 FEB 2019
Navigator Groups and Group Icons 19A.

21 DEC 2018 Created initial document.

OVERVIEW
This guide outlines the information you need to know about new or improved functionality in this update.

SECURITY AND NEW FEATURES

The Role section of each feature identifies the security privilege and job role required to use the feature. If
feature setup is required, then the Application Implementation Consultant job role is required to perform the
setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are
required to use the feature.)

If you have created job roles, then you can use this information to add new privileges to those roles as needed.

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GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback
at oracle_fusion_applications_help_ww_grp@oracle.com.

OPTIONAL UPTAKE OF NEW FEATURES (OPT-IN)


We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take
advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can
opt-in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance
work area.

To opt-in using the New Features work area:

1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering that includes new features you’d like to review.
3. Click Opt-In for any feature that you want to opt-in to.
4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt-in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.


2. On the Setup page, select your offering, and then click Change Feature Opt-In.
3. On the Opt-In page, click the Edit Features icon.
4. On the Edit Features page, select the Enable option for any feature you want to opt-in to. If the Enable
column includes an Edit icon instead of a check box, then click the icon, select your feature options, and
click Save and Close.
5. Click Done.

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FEATURE SUMMARY

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.


UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential
impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

Customer Action Required = You MUST take action before these features can be used by END USERS. These features are delivered disabled and you choose if and when
to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features
must be assigned to user roles before they can be accessed.

New Features Delivered Ready to Use New Features That Customer Must Take Action to
(Delivered Enabled) Use (Delivered Disabled)

Reports plus Small Scale UI or Process-Based new features Not disruptive as action is required to make these features
will have minimal user impact after an update. Therefore, ready to use. As you selectively choose to leverage, you
customer acceptance testing should focus on the Larger set your test and roll out timing.
Scale UI or Process-Based* new features.

UI or UI or
Process-Based: Process-Based:
Feature Report Small Scale Larger Scale* Customer Action Required
User Interface
Access Work Areas in Reorganized Navigator Groups
and Group Icons
Maintenance
Deactivate a Work Definition
Manually Procure Materials for Work Orders
Create Resource Instance Usage Reports Using OTBI
Create a Maintenance Work Order by Copying an
Existing Work Order

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USER INTERFACE

ACCESS WORK AREAS IN REORGANIZED NAVIGATOR GROUPS AND GROUP ICONS


To support a more consistent and logical grouping of Oracle Supply Chain Management Cloud work areas, this
update includes a reorganized Navigator, plus changes to the group icons on the home page.

In this update, a new Order Management heading in the Navigator and group icon on the home page includes
the following work areas:

Order Management
Pricing Administration
Global Order Promising
Service Logistics

A new Supply Chain Execution heading and group icon includes the following work areas:

Work Definition
Work Execution
Maintenance Management
Quality Management
Inventory Management
Cost Accounting
Receipt Accounting
Fiscal Document Capture
Electronic Records
Financial Orchestration
Supply Orchestration

In addition, the Supply Chain Collaboration work area has moved to the Supply Chain Planning heading and
group icon, and the Collaboration Messaging work area has moved to the Tools heading and group icon.

The Costing, Manufacturing, and Quality Management headings and group icons that appeared in previous
updates are no longer available.

The new group icons on the home page are easy to identify:

Order Management and Supply Chain Execution Group Icons

And so are the new headings in the Navigator:

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Order Management and Supply Chain Execution Headings in the Navigator

STEPS TO ENABLE

No steps are required to enable this feature.

MAINTENANCE

DEACTIVATE A WORK DEFINITION


When an asset becomes obsolete, it is imperative to obsolete the affected work definitions to avoid
maintenance from accidentally using the ineffective work definitions in the future. Before this update, you had
to introduce new work definitions as replacements for the old work definitions, and you had to update
maintenance plans where this work definition is used. With this update, you can immediately deactivate all
versions of a specific work definition using the user interface, file-based data import process, or a REST
service.

When you deactivate a work definition, the header is updated with an inactive status, and a date that specifies
when the work definition became inactive. This prevents future usage of the work definition in maintenance
plans or maintenance work orders.

Any released work orders that reference an inactive work definition version can continue to use it.

After a work definition is deactivated, you cannot reactivate the work definition or make changes of any kind to
any of its versions, and its work definition name cannot be reused for the item. As a result, you have a clear
separation between the obsolete and the active work definitions. This facilitates downstream supply chain
activities.

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STEPS TO ENABLE

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of
this document.

Offering: Manufacturing and Supply Chain Materials Management

No Longer Optional From: 11.13.19.07.0

MANUALLY PROCURE MATERIALS FOR WORK ORDERS


Every maintenance activity requires materials. Maintenance activities can have material requirement after tear-
down and to get the items through normal process might delay the repair of the asset. Hence, by giving the
maintenance manager the ability to create a purchase requisition from the work order and receive directly, this
feature is significantly time-saving.

The following diagram depicts a comprehensive process flow for manual procurement of materials for a
maintenance work order:

Manually Procure Material for Work Order - Process Flow

CREATING PURCHASE REQUISITIONS FROM A MAINTENANCE WORK ORDER

You can raise a purchase requisition directly from the Edit Work Order page. To create a purchase requisition,
click the Review Purchased Item Details button on the Edit Work Order page to open the Purchased Item
Details page. On the Purchased Item Details page, click the Create Requisition button to open the Self Service
Procurement page.

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Purchased Item Details Page

You can create purchase requisitions on the Self Service Procurement page for three kinds of items:

Catalog item
Inventory items
Non-catalog items (can be amount based or quantity based)

Self Service Procurement Home Page

It is important to associate your requisition items with a work order. You must make the association individually
for all requisition lines. To make the work order association, on the Edit Requisition page, in the Requisition
Lines section, select Work Order as the destination type.

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Edit Requisition Page

Once the association is made and submitted, a purchase order is created for the requisition. Based on your
setup, you may need approvals for both the purchase requisition document and the purchase order document.

VIEW AND TRACK PURCHASED ITEM DETAILS

On the Purchased Item Details page, you can:

View a list of all purchased items for a work order


Use the Details icon for any purchased item to track requisition details.

Purchase Item Details Page

You can also view a list of purchased items on the Edit Work Order page, in the operations tab for each work
order operation.

PURCHASE ORDER RECEIPT AND CORRECTIONS

The warehouse manager receives the purchased items. All purchased items are received for their respective
work orders, since the destination type is specified for all requisition lines. You can view the details on the
Purchased Item Details page or the Maintenance Transaction History page.

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On the Purchased Item Details page, you can configure a receipt for the following:

Correct quantity
Return to supplier
Return to receiving.

VIEW MAINTENANCE TRANSACTION HISTORY

You can view all transactions performed for a maintenance work order on the Maintenance Transaction History
page. With respect to purchased items for a work order, you can view the following transactions:

Purchased item receipt


Purchased item receipt correction
Purchased item return correction
Purchased item return to receiving
Purchased item return to supplier.

Maintenance Transaction History Page

WORK ORDER COSTS

A maintenance manager can view the total cost of a maintenance work order on the Maintenance Work Order
Costs page. The total cost comprises of cost for resources and materials. Material cost includes both transacted
operation items and received purchased items.

REPORTS

You can also view purchased items in following reports:

Work Order Details


Materials Lists

Watch a Demo

STEPS TO ENABLE

Availability of this feature is controlled by a plant parameter attribute called "Allow direct purchases for work
order" in the respective maintenance organizations.

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TIPS AND CONSIDERATIONS

Navigation to Self Service Procurement Page:

When navigated from maintenance work order, context information of the Work order like Organization,
Location, Business Unit is not carried over.
Requester Preference had to be set manually every time user navigates to the Self Service Procurement
page from a maintenance work order.

The work order details has to be associated to each requisition line manually:

Only Edit requisition has to provision to associate work order details

Non-catalog items (amount/quantity) are not considered for calculating work order costs

KEY RESOURCES
Watch Manually Procure Materials for Work Order Readiness Training

ROLE INFORMATION
Job role name and code:
Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER)

Privilege name and code:


Manage Requisition of Items with Work Order Destination Type
(WIP_MANAGE_ITEM_PURCHASES_FOR_WORK_ORDER)
Create Requisition with Changes to Requester
(POR_CREATE_REQUISITION_CHANGE_REQUESTER_PRIV)
Create Requisition with Quick Entry
(POR_CREATE_REQUISITION_ALLOW_QUICK_ENTRY_PRIV)
View Requisition (POR_VIEW_REQUISITION_PRIV)
View Purchase Order (PO_VIEW_PURCHASE_ORDER_PRIV)
Review Receiving Receipt Summary (RCV_REVIEW_RECEIVING_RECEIPT_SUMMARY_PRIV)
Job role name and code:
Maintenance Technician (ORA_MNT_MAINTENANCE_TECHNICIAN_JOB)
Privilege name and code:
View Requisition (POR_VIEW_REQUISITION_PRIV)
View Purchase Order (PO_VIEW_PURCHASE_ORDER_PRIV)
Review Receiving Receipt Summary (RCV_REVIEW_RECEIVING_RECEIPT_SUMMARY_PRIV)

CREATE RESOURCE INSTANCE USAGE REPORTS USING OTBI


You can create a resource usage report at the resource instance level with a new dimension named Resource
Instance. The new dimension is added to the Maintenance Management - Resource Usage Real Time subject
area.

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STEPS TO ENABLE

You can add the new Resource Instance dimension of the Maintenance Management - Resource Usage Real
Time subject area to your existing reports, or create new reports that use the new dimension. For details about
creating and editing reports, see the Oracle SCM Cloud: Creating and Administering Analytics and Reports
guide, available on the Oracle Help Center

CREATE A MAINTENANCE WORK ORDER BY COPYING AN EXISTING WORK ORDER


Creating a new maintenance work order is an important task of a maintenance manager. With this
enhancement, you can create a new maintenance work order by copying an existing maintenance work order.
You can now easily create a work order for issues that are similar to the work done in the past.

Copy Work Order Process

You can search for a work order in the Maintenance Work Orders page and select an existing work order in any
status. Click the Copy icon to open the Edit Work Orders page, where you can edit details of a new
maintenance work order..

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Manage Maintenance Work Orders

A maintenance work order created by copying an existing work order is:

Created in Unreleased status.


Includes the same asset and attributes as the existing work order

Once the new work order is created, you can update the asset and work definition, and add or delete an
operation.

If the existing work order contains an invalid attribute, the attribute is not copied to the new work order. For
example, if the work definition version is not valid in the existing work order as of the system date, the attribute
is not copied to the new maintenance work order.

Watch a Demo

STEPS TO ENABLE

No steps are required to enable this feature.

KEY RESOURCES

Watch Create a Maintenance Work Order by Copying an Existing Work Order Readiness Training

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