Cloud Readiness / Oracle Maintenance Cloud
What's New
  1. Update 19C
  1. Revision History
  2. Overview
  3. Optional Uptake of New Features (Opt In)
  4. Feature Summary
    1. Maintenance
        1. Manage Installed Base Asset Imports Using FBDI
        2. Manage Installed Base Assets Using a REST Service
        3. Create Maintenance Programs Analyses and Reports Using Oracle Transactional Business Intelligence
        4. Manage Manufacturing and Maintenance Work Orders Statuses
        5. Default Asset Description from Item Description
        6. Create Meter-Based Asset Usage Analyses and Reports Using Oracle Transactional Business Intelligence
        7. Create Purchased Item Usage Analyses and Reports Using Oracle Transactional Business Intelligence

Update 19C

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
21 JUN 2019   Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

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.

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)

Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business.  Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users in a couple of ways:

Access the Opt In page from 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 Go to Opt In for any feature you want to opt in
  4. On the Edit Features page, select the Enable option for the feature, and then click Done

or...  Access the Opt In page from 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 for any area that includes features you want to opt in
  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.

Opt In Expiration

Occasionally, features delivered Disabled via Opt In may auto enable in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially auto enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.

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.

Ready for Use by End Users
(Feature Delivered Enabled)

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.

Customer Must Take Action before Use by End Users
(Feature 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.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Customer Action Required

Maintenance

Manage Installed Base Asset Imports Using FBDI

Manage Installed Base Assets Using a REST Service

Create Maintenance Programs Analyses and Reports Using Oracle Transactional Business Intelligence

Manage Manufacturing and Maintenance Work Orders Statuses

Default Asset Description from Item Description

Create Meter-Based Asset Usage Analyses and Reports Using Oracle Transactional Business Intelligence

Create Purchased Item Usage Analyses and Reports Using Oracle Transactional Business Intelligence

Maintenance

Manage Installed Base Asset Imports Using FBDI

The Installed Base Assets file-based data import (FBDI) template replaces the previously available Customer Assets and Maintainable Assets FBDI templates. The consolidation of the two into a single template facilitates the creation of both customer and enterprise assets. Enterprise assets refers to assets that you own, while customer assets refers to assets that your customers own. The term maintainable asset was replaced by enterprise asset because a customer asset can also be maintainable.

The Installed Base Assets FBDI template simplifies the creation and update of assets. Use the Installed Base Assets FBDI to create and update the following:

  • Assets
  • Asset Relationships
  • Part List
  • Charges

You can control and segregate creating and updating customer assets and enterprise assets by setting the privileges associated to the user profile:

  • If the user has only the customer assets related privilege, then only customer assets can be created or updated. For example, you must provide the customer when creating the asset.
  • If the user has only the enterprise assets related privilege, then only enterprise assets can be created or updated. For example, you can’t provide the customer when creating the asset.
  • The user can have both customer asset and enterprise asset related privileges. In this case, the user can create or update both customer or enterprise assets.

You can use the new scheduled process “Import Installed Base Asset” to import the assets        

Steps to Enable

If you're using the Customer Asset and Maintainable Asset FBDI you must migrate your current usage of the asset FBDI to the new consolidated one. Note that the old import processes continue to function; however, they don’t incorporate new functionalities and are subject to limited support.

Download and review the latest Installed Base Asset import template in the File-Based Data Import for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center. To import data using the template, follow the instructions in the Load Data into Tables topic.

In addition, give users access to the feature by assigning or updating privileges or job roles. For details, see the Role section.

Role Information

  • Privilege Name and Code: 
    • Import Customer Assets (CSI_IMPORT_CUSTOMER_ASSETS)
    • Import Enterprise Assets (CSE_IMPORT_ENTERPRISE_ASSETS)
  • Job Role Name and Code:
    • Asset Administrator (ORA_CSE_ASSET_ADMINISTRATOR)
    • FSCM Load Interface Administration (ORA_FUN_FSCM_LOAD_INTERFACE_ADMIN_DUTY)
    • Upload data for Installed Base Assets Import (SCM_INSTALLEDBASEASSET_IMPORT_RWD)

Manage Installed Base Assets Using a REST Service

The Installed Base Assets REST service replaces the previously available Customer Assets and Maintainable Assets REST services. The consolidation of the two into a single service facilitates the creation of both customer and enterprise assets. Enterprise assets refers to assets that you own, while customer assets refers to assets that your customers own. The term maintainable asset was replaced by enterprise asset because a customer asset can also be maintainable.

The Installed Base Assets REST service simplifies integration with external systems. Use the Installed Base Assets REST service to create, review, and update the following:

  • Assets
  • Asset Relationships
  • Part List
  • Charges
  • Meters (view only) 

You can control and segregate creating and updating customer assets and enterprise assets by setting the privileges associated to the user profile:

  • If the user has only the customer assets related privilege, then only customer assets can be created or updated. For example, you must provide the customer when creating the asset.
  • If the user has only the enterprise assets related privilege, then only enterprise assets can be created or updated. For example, you can’t provide the customer when creating the asset.
  • The user can have both customer asset and enterprise asset related privileges. In this case, the user can create or update both customer or enterprise assets.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API) .  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

If you're using the Customer Asset and Maintainable Asset REST services, Oracle highly recommends that you migrate your current usage of the services to the new consolidated one. Note that the old services continue to function, however, they don’t incorporate new functionalities and are subject to limited support.

To start using the new service instead of the old ones, you need to replace the old REST API endpoint URLs to the new one:

  • Old URLs:
    • https://servername/fscmRestApi/resources/version/customerAssets
    • https://servername/fscmRestApi/resources/version/maintenanceAssets 
  • New URL: https://servername/fscmRestApi/resources/version/ installedBaseAssets

Make the feature accessible by assigning or updating privileges, job roles, or both. Refer to the details provided in the Role section for this feature.

Key Resources

Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.

Role Information

  • Privilege Name and Code: 
    • Manage Customer Assets by Service (CSI_MANAGE_CUSTOMER_ASSETS_BY_SERVICE)
    • Get Customer Assets by Service (CSI_GET_CUSTOMER_ASSETS_BY_SERVICE)
    • Manage Enterprise Assets by Service (CSE_MANAGE_ENTERPRISE_ASSETS_BY_SERVICE)
    • Get Enterprise Assets by Service (CSE_GET_ENTERPRISE_ASSETS_BY_SERVICE)
  • Job Role Name and Code:
    • Maintenance Management Web Service Duty

Create Maintenance Programs Analyses and Reports Using Oracle Transactional Business Intelligence

You can create your own analytical reports for preventive maintenance activities using two new subject areas:

  • Maintenance Management - Forecast Real Time: Provides real time information on forecasts generated from work requirements of specified maintenance programs.
  • Maintenance Management - Work Requirement Real Time: Provides real time information on maintenance programs and related work requirement details such as associated assets, schedule patterns, and work definitions.

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports.  For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Role Information

  • Job Role Name and Code:
    • Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER_JOB)

Manage Manufacturing and Maintenance Work Orders Statuses

Today, companies are not able to add or change the seeded work order statuses. As a result, it is difficult to support enterprise-specific business processes.

With this update, you can now:

  • Manage user-defined status for manufacturing and maintenance work orders
  • Capture and manage user-defined status during the work order life-cycle
  • Search work orders using user-defined statuses
  • Display user-defined status in the work order reports

You can not only create new statuses, but also rename predefined work order status. However, you cannot delete a predefined status.

You can create, update, delete or inactivate user-defined statuses.

User-defined statuses are available in the user interface and by using FBDI and REST services. With this update, you can sort, manage, and report work orders more effectively.

Watch a Demo

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

There is no additional setup required if you don't need additional user-defined status.

Key Resources

Watch User-defined Work Order Statuses Readiness Training

Default Asset Description from Item Description

With this update, if you leave the asset description blank when you create an asset, then the description defaults from the description of the asset’s associated item. Also, when an asset is created automatically, the description defaults from  the item description. This feature can save you time and help you manage assets more efficiently. 

Take a look at this flow chart to understand this new feature:

Asset Description Default in UI

Steps to Enable

You don't need to do anything to enable this feature.

Role Information

  • Job Role Name and Code:
    • Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER_JOB)
    • Asset Administrator (ORA_CSE_ASSET_ADMINISTRATOR_JOB)

Create Meter-Based Asset Usage Analyses and Reports Using Oracle Transactional Business Intelligence

You can create your own analytical reports for asset usage using the new subject area: Installed Base - Meter Based Asset Usage Real Time. This subject area provides real time information on asset usage based on meter readings. As meter readings are captured at the completion of a maintenance work order, data is available for maintenance cost analysis in relation to asset usage.

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports.  For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Role Information

  • Job Role Name and Code:
    • Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER_JOB)

Create Purchased Item Usage Analyses and Reports Using Oracle Transactional Business Intelligence

You can create your own analytical reports for purchased item usage using the new subject area: Maintenance Management - Purchased Item Usage Real Time. This subject area provides information about direct procurement of items for the work order. This includes purchased item quantities that were requested, ordered, received, returned, and so on.

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports.  For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Role Information

  • Job Role Name and Code:
    • Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER_JOB)