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 |
---|---|---|
10 MAY 2019 | Deactivate a Work Definition | Updated document. Added opt-in expiry update for this feature. |
15 FEB 2019 | Access Work Areas in Reorganized Navigator Groups and Group Icons |
Updated document. Delivered feature in update 19A. |
21 DEC 2018 | Created initial document. |
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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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:
- Click the Navigator, and then click New Features (under the My Enterprise heading).
- On the New Features page, select the offering that includes new features you’d like to review.
- Click Opt-In for any feature that you want to opt-in to.
- 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:
- Click the Navigator, and then click Setup and Maintenance.
- On the Setup page, select your offering, and then click Change Feature Opt-In.
- On the Opt-In page, click the Edit Features icon.
- 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.
- Click Done.
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 Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
New Features That Customer Must Take Action to Use (Delivered Disabled) Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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Feature |
Report |
UI or |
UI or |
Customer Action Required |
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Access Work Areas in Reorganized Navigator Groups and Group Icons |
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Create a Maintenance Work Order by Copying an Existing Work Order |
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:
Order Management and Supply Chain Execution Headings in the Navigator
Steps to Enable
No steps are required to enable this feature.
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.
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.
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.
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.
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.
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
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.
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..
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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