Update 21C

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	Product	Feature	Notes
18 NOV 2021	Maintenance	Access SCM Application Pages Using Quick Actions	Updated document. Revised feature information.
30 JUL 2021	Maintenance	Access SCM Application Pages Using Quick Actions	Updated document. Revised feature information.
18 JUN 2021			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. For details about how to compare your configured job roles to predefined job roles and add security artifacts to your configured job roles, see the Security Console and Roles and Role Assignments chapters in the Oracle SCM Cloud: Securing SCM guide on the Oracle Help Center.

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.

Pre-Update and Post-Update Tasks

Depending on the features you're using in your Cloud applications, you may be required to perform certain steps immediately before or after your quarterly update. For details of these pre-update and post-update steps and the product areas that are affected, refer to Oracle SCM Cloud: Performing Your Quarterly Update (doc ID 2337485.1) on My Oracle Support.

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 by stepping through the following instructions using the following privileges:

• Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
• Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

Here’s how you opt in to new features:

1. Click Navigator > My Enterprise > New Features.
2. On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
3. On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
4. Click the icon in the Enabled column and complete the steps to enable the feature.

In some cases, you might want to opt in to a feature that's not listed in the New Features work area. Here's how to opt in:

1. Click Navigator > My Enterprise > Offerings.
2. On the Offerings page, select your offering, and then click Opt In Features.
3. On the Opt In page, click the Edit Features (pencil) icon for the offering, or for the functional area that includes your feature.
4. On the Edit Features page, complete the steps to enable the feature.

For more information and detailed instructions on opting in to new features for your offering, see Offering Configuration.

Opt In Expiration

Occasionally, features delivered Disabled via Opt In may be enabled automatically 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 automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.

Feature Summary

Maintenance

Maintenance

Access SCM Application Pages Using Quick Actions

In this update, Oracle Supply Chain Management Cloud delivers new quick actions that provide easy navigation from the home page directly to specific application pages without using the menu structure. With a single click, you can initiate tasks from the home page.

Each tab group on the home page displays an initial set of quick actions that are based on your function security privileges. The actions available to you are controlled by the job roles you're assigned. Click Show More to see all of the quick actions that are available to you in that tab group:

Quick Actions on the Home Page for the Supply Chain Execution Tab Group

Quick actions are automatically available if your environment has a theme that includes the news feed layout on the home page. See the Tips and Considerations section for additional details.

Steps to Enable

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

Tips And Considerations

• To see quick actions, your environment must have a theme that includes the news feed layout on the home page, such as the Redwood theme, which was the default theme as of update 20C. If your administrator created and applied a configured theme to your environment, however, the Redwood theme won’t override your configured theme. Administrators can use the Themes page of the Appearance work area to manage environment themes.

• Users who are assigned the predefined Application Implementation Consultant job role, or a similar configured job role, can perform selected configurations of the Quick Action links. For details and instructions, see Configure Quick Actions on the Oracle Help Center.

View Asset Relationship Changes and Work Orders on the Asset History Page

You've used the History tab in the Edit Asset UI to view transactions performed on the asset throughout its lifecycle. With this update, you can also view the changes in asset relationships for an asset transaction and the maintenance work orders created for the asset. Also, you can search asset history transactions using asset attributes on the Asset History tab.

On the Details panel, you can now view asset attribute changes based on transaction groups—Asset Attribute Changes, Asset Location Changes, and Asset Relationships separately.

Asset History > Transaction Details Panel

VIEW MAINTENANCE WORK ORDERS

Every maintenance work order that’s created for an asset is tracked in the asset’s History tab as a transaction. A new transaction type, Maintenance Work Order, is used to identify the work order. You can use the reference link to navigate to view or Edit Work Order page and view the details of the work order. Also, you can use the icon link to view the work order transactions by navigating to the Review Maintenance Transaction History page for the work order.

The Details panel for Maintenance Work Order transaction is different from the Details panels of other transaction types. On this Details panel, you can view details like part changes.

Asset History > Maintenance Work Orders

VIEW RELATIONSHIPS CHANGES

You can also add or remove child assets and there are two ways you can do so. The first way is to do so manually. The second way is through installation or removal of parts as a part of work order transactions. In both methods, the asset relationship changes are displayed as part of asset history. Any transaction that updates the asset relationship is a part of the Asset Relationships transaction group. For these transactions, the Details panel displays the changes in the asset relationships.

The relationship changes are displayed for both parent and child assets.

Transaction Group > Asset Relationships

ASSET ATTRIBUTE BASED SEARCH

Use the Asset Attribute filter to chronologically view a transaction subset that affects a particular attribute of the asset. For example, to view the movement of the asset across organizations, filter your search using the Operating Organization attribute.

Asset History > Filter panel

A historical view of all the transactions performed on asset provides valuable insights to make informed decisions during the entire lifecycle of the asset. Asset history helps stakeholders to make informed decision like whether to repair or retire an asset. Also, it helps stakeholders analyze the changes on the asset for a particular period or the entire life span.

Watch a Demo

Steps to Enable

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

Key Resources

• Watch the View Asset Relationship Changes and Work Orders on the Asset History Page Demo.

Role Information

• Users who are assigned any of these predefined job roles will be able to access this feature automatically:
  • Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER_JOB)
  • Asset Administrator (ORA_CSE_ASSET_ADMINISTRATOR_JOB)

• Users who are assigned any of these predefined duty roles will be able to access this feature automatically:
  • Manage Customer Assets Duty (ORA_CSE_MANAGE_CUSTOMER_ASSETS_DUTY)
  • View Customer Assets Duty (ORA_CSE_VIEW_CUSTOMER_ASSETS_DUTY)
  • Manage Enterprise Assets Duty (ORA_MNT_MANAGE_ENTERPRISE_ASSETS_DUTY)
  • View Enterprise Assets Duty (ORA_MNT_VIEW_ENTERPRISE_ASSETS_DUTY)

• Users who are assigned configured job roles that contain these privileges will be able to access this feature:
  • Manage Maintainable Assets (MNT_MANAGE_MAINTAINABLE_ASSETS_PRIV)
  • Manage Customer Assets (CSI_MANAGE_CUSTOMER_ASSETS_PRIV)
  • View Inventory Transaction (INV_VIEW_INVENTORY_TRANSACTION_PRIV)
  • View Maintenance Work Orders (MNT_VIEW_MAINTENANCE_WORK_ORDERS_PRIV)

Issue or Return Materials for Work Orders Pending Installation or Removal

Material transactions are used to issue and return items for a maintenance work order during planning and execution. Before this update, you could use the Report Material Transactions page to issue an item from an inventory location to a maintenance work order and it would be automatically added to the asset's hierarchy. With the 21A update, you can decide where in an asset's hierarchy the issued item would be installed if you enabled the Use a Work Order to Install and Remove Asset Parts feature. With the 21C update, you get more control over how material transactions are used to issue and return items from a maintenance work order. You can determine if a material issue and return transaction is one-step or a two-step process, impacting the timing of an update of an asset's hierarchy, and introducing a new user of a Stock or Material Clerk.

This feature supports several existing and new flows:

• Issue a component from inventory and automatically install in an asset's hierarchy at work order asset

• Issue a component from inventory and install at a user-selected level in an asset's hierarchy

• Issue a component from inventory, but hold its installation into a work order. The installation is completed in a second step.

• Return unused components issued but not installed in an asset's hierarchy

• Remove a component from an asset's hierarchy and return it to an inventory location

• Remove a component from an asset's hierarchy and leave it in the work order 
  • There's no return transaction and the item could be reinstalled
  • The component can then be returned to inventory in a second step.

You can perform these flows based on your role and privileges when you use the Issue and Return Material from Inventory page that's accessible from the Maintenance Management task menu and the updated Report Material Transactions page that's available for each work order operation on the Dispatch List page.

The new Issue and Return Material from Inventory page is enabled if you opt in for this feature. This page is used by the Stock Clerk to perform issue and return transactions for components, replacing the pervious Report Material Transactions page upon navigation from the Maintenance Management task menu. The new page helps users transact material in a one-step or a two-step process. A one-step process can be considered an open shop, where different users can issue/install and remove/return components from a maintenance work order. While a two-step process is considered a closed shop, where only certain users can issue and return or install and remove components from a maintenance work order.

A one-step process helps the user issue a component from inventory and install it at a user-selected level in an asset's hierarchy. This process supports the existing flow of material issue transactions. Stock Clerk, Maintenance Technician, and Maintenance Manager users don't need any additional user privileges to use this new page or perform one-step issue or return transactions.

On this new Issue and Return Material from Inventory page, the user can:

• Issue components from inventory and create the material transaction. Upon issue, the component is installed to either to the work order asset or a hierarchy position within the asset by selecting the Parent Asset field.

• Show previously-issued components, generating a list of issued and installed components in this work order and operation context.

• Return previously issued and installed components by performing a remove and return material transaction.

A two-step process helps the user issue of a component from inventory, but the installation in an asset's hierarchy is performed by a Technician in a deferred step during maintenance work order execution. The Stock Clerk and Maintenance Technician users need an additional user privilege to perform a two-step issue or return transaction.

With this privilege, the user can:

• Issue components from inventory to the maintenance work order. The users don't install the component or select the parent asset position in the asset's hierarchy

• Return previously installed components that have been removed by a Technician
  • The component rows shows a Transaction Type of Return, and the To Transact quantity reflects the quantity that was removed from the asset's hierarchy
  • The user can also select a subinventory and locator if the return location is different than the organizations default subinventory

• Additionally, the user can use the Show Previously Issued Components check box to render a list of issued and not-yet-installed components in this work order and operation context. If a component isn't installed by a Technician to the Asset's hierarchy, then the component can be returned to Inventory. The component shows a To Transact quantity of zero. The user can update the To Transact quantity and perform a return transaction

In a one-step process, the Maintenance Technician can continue to issue/install or remove/return components to and from a subinventory location.

In a two-step process, the Maintenance Technician can install and remove components during work order operation completion in the Dispatch List. The revised Report Material Transactions page page is enabled if you opt in for this feature. The components are previously issued by the Stock Clerk, but are on hold pending installation by the Technician. The Technician uses the Dispatch List to complete the work order operations and select where in the Asset's hierarchy to install the components. 

Additionally, they can remove components, creating return transactions that are also on hold. These components are then processed by the Stock Clerk to complete the return to a subinventory location.

If they fail to install them by the completion of the final operation of a work order then, the work order is completed, but it can't be closed. During the work order closing process, an error is raised, requiring a Maintenance Manager to fix any issued but not-installed components. To help identify these issued but not-installed components, a new icon and hover text is added to the materials column.

With this feature, you can better represent inventory warehouse roles and differentiate these from a maintenance technician. Some industries such as mining for example, where the warehouse are mostly far from the maintenance facilities, users may need to drive over distances to collect materials and bring them over the shop floor to complete the job. In such a case, you can use this feature to designate specific user permissions for a material clerk and, separately a maintenance technician. The two-step process of issuing materials and then installing those materials in an asset more closely aligns with many maintenance facilities, especially in larger operations that control and track materials closely. You get more visibility of when material has been issued out of inventory, but not yet installed or consumed, therefore you get more direct tracking of waste or loss in your business. Additionally, issued and not-installed materials as well as removed and not-returned materials prevent the closure of the associated work order, thus enabling the best practice for material tracking and accountability within your business.

Steps to Enable

Use the Opt In UI 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: Update 22B

Additionally, this feature also depends on whether you've enabled the 21A feature Use a Work Order to Install and Remove Asset Parts.  See the Tips and Considerations section.

Tips And Considerations

Supporting a one or two-step material issue and return process defines if you operate an open or closed shop. You can also have a mix of users who can perform one-step and two-step material transactions to meet your business requirements.

Users will be impacted by opt-in decisions for the Maintenance Management offering in the 21A and 21C updates. We recommend you first refer to the Tips & Consideration sections in the 21C features Restrict Lot Numbers During Work Order Material Transactions and Issue and Manage Work Order Items from the Asset Parts List.

Here are some further considerations:

Feature Name	Opt-In Optional From	Opt-In Not Optional From	Impact overview
Use a Work Order to Install and Remove Asset Parts	21A	21D	If not enabled, then the existing Report Material Transactions page can be accessed through the task menu and the Dispatch List. Therefore, you can't enable this feature (Issue or Return Materials for Work Orders Pending Installation or Removal).
			If enabled, then the existing Report Material Transactions page will only be accessible from the task menu. A revised version of the page will be used in the Dispatch List. Optionally, you can choose to enable the feature below.
Issue or Return Materials for Work Orders Pending Installation or Removal (this feature)	21C	22B	If not enabled, then review the above opt-in for any impacts.
			If enabled, then the existing Report Material Transactions page will no longer be available as it is replaced by the new Issue and Return Material from Inventory page. Additionally, the updated Report Material Transactions page from the previous opt-in includes further enhancements. So, you must review each of the capabilities from these features and determine what's best for your business before enabling these opt-ins.

Role Information

• Predefined job role name and code:
  • Asset Administrator (ORA_CSE_ASSET_ADMINISTRATOR_JOB)
  • Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER_JOB)

• Privileges:
  • Manage Customer Assets (CSI_MANAGE_CUSTOMER_ASSETS_PRIV)
  • Manage Maintainable Assets (MNT_MANAGE_MAINTAINABLE_ASSETS_PRIV)

• Create job roles with these new privileges and assign them to the appropriate users:
  • A Stock Clerk needs the privilege MNT_WIP_MATERIAL_ISSUE_AND_RETURN_PRIV assigned using a configured role. When assigned, they can only issue and return components, and not install them using the new page. Additionally, they can't access the Report Material Transactions page in the Dispatch list.
  • A Maintenance Technician needs the privilege MNT_WIP_PART_INSTALL_AND_REMOVE_PRIV assigned using a configured role. When assigned, they can only install and remove components to and from an Asset's hierarchy. Additionally, they can't access the new Issue and Return Material From Inventory page, accessible from the Maintenance Management task list.
  • Note: Assigning both of these privileges to the same user doesn't allow that users to transact materials.

Issue and Manage Work Order Items from the Asset Parts List

The asset part list helps you plan your maintenance activities ahead of time by defining a list of replacement items for your asset. You can group the materials you add to a part list as not fully-tracked, such as rivets, bolts, gaskets, to name few, or asset-track components, like filters, pumps, valves, which historically you know are material requirements to repair your assets. When you create parts list for an asset, you can reference it when you create or edit a maintenance work definition. Additionally, in this update, you can reference the parts list as the source for an operation item in Work Execution, as long as the items are enabled for your each of your respective maintenance organizations.

To begin, you can define the parts list for an asset by adding a new item to the parts list on searching and selecting an item from the item repository. The item must be different than your asset item and should be enabled for each maintenance organization in which you intend to perform maintenance. Optionally, when you search for the item, you can expose the Organization and Organization Name fields for the results. You can then choose an item by its organization relationship, but we recommended you add at the master organization level. If you add an item that is for a specific organization, then if any assets have been created based on that same item, the Asset Item column shows a checkmark icon. When added to the list, there's a final column with checkmark icon that lists the maintenance organizations for which the item is enabled. This quickly confirms if the item you select supports maintenance in each your maintenance organizations.

In Work Execution, you can manually add a new item to a maintenance work order operation. You can now decide if the item comes from the item repository or an asset parts list. There is a new icon that allows the search and selection of an item from a parts list. On the Search Parts List for Asset dialog box, you can search across the parts list for an asset and select an item. Optionally, you can set a profile option that displays all the items from the work order asset's parts list. The ORA_CSE_AUTO_QUERY_PARTS_LIST profile can be set to support this automatic return of the parts list items.

Parts list items can also be referenced in the material transactions pages if you enable the 21C Opt-In for the Issue or Return Materials for Work Orders Pending Installation or Removal feature. This Opt-In feature includes the new Issue and Return Material from Inventory page, as well as an updated Report Material Transactions page. Further details are covered in the Tips & Considerations section.

Here's a view of the new Issue and Return Material from Inventory page and the how you create a new issue transaction line for a parts list item:

Additionally, you can also use the updated Report Material Transactions page to use parts lists items for material transactions. You can access this page during the Complete with Details action for a maintenance work order in the dispatch list or the hover text name Issue, Install, Remove, and Replace Material:

Save time by adding items directly from the asset parts list when you create work orders or report material transactions.

Steps to Enable

Use the Opt In UI 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: Update 22A

When the opt in is enabled, you can set the ORA_CSE_AUTO_QUERY_PARTS_LIST profile to allow the application to perform automatic queries any time you access the pages. This helps you save time by performing a rapid search.

Tips And Considerations

The availability of this new feature in the new Issue and Return Material from Inventory page and the updated Report Material Transactions page in the Dispatch list depends on your opt-in decisions for the Maintenance Management offering in the 21A and 21C updates:

Feature Name	Opt-In Optional From	Opt-In Not Optional From	Impact to the Parts List Item Feature
Use a Work Order to Install and Remove Asset Parts	21A	21D	If not enabled, then the new feature is available it's in the Edit Work Order Operations tab when adding a new item.
			If enabled, then the new capability is still available only in the Edit Work Order Operations tab when adding a new item. This feature isn't available in the new Report Material Transaction page from the task menu, but it's available on the updated Report Material Transactions page from dispatch list. You must also enable the Opt-In below starting in 21C.
Issue or Return Materials for Work Orders Pending Installation or Removal	21C	22B	If not enabled, then the new feature is available only in the Edit Work Order Operations tab when adding a new item.
			If enabled, then the feature is available in the new Issue and Return Material from Inventory page and the updated Report Material Transactions pages from dispatch list.

Role Information

• Predefined job role name and code:
  • Asset Administrator (ORA_CSE_ASSET_ADMINISTRATOR_JOB)
  • Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER_JOB)

• Privileges:
  • Manage Customer Assets (CSI_MANAGE_CUSTOMER_ASSETS_PRIV)
  • Manage Maintainable Assets (MNT_MANAGE_MAINTAINABLE_ASSETS_PRIV)

Restrict Lot Numbers During Work Order Material Transactions

You can now optionally restrict which component lot numbers can be selected for a return transaction using the Report Material Transactions page. If the restriction is configured for a maintenance organization, then you can return only lot numbers previously issued using the same maintenance work order operation.

Component lot numbers are first issued to the work order operation using the Report Material Transactions page:

After issue, any components not consumed during maintenance activity may be returned. If the restriction is configured, then the Component Lot Number attribute allows you to search and select only previously issued lot controlled components in the work order operation. You can't return quantities higher than quantities issued.

If the restriction is configured for a maintenance organization, then by default, all users encounter the validations. However, you can choose to give certain users the WIP_ALLOW_UNTRANSACTED_LOT_RETURN privilege. When assigned to a user, the privilege relaxes the validation on the Component Lot Number attribute, thus enabling the user to return any previously issued component lot number outside of the context of the current work order operation.

This feature helps you enforce a specific validation for lot number control during return transactions and also enable some users to have open access for returning these components across maintenance work order operations.

Steps to Enable

To enable this validation for a maintenance organization, select the Restrict lot numbers during returns check box in the organization's plant parameters.

Additionally, if you have certain users who need to full access to return lot numbers across work order operations, then they should be assigned the WIP_ALLOW_UNTRANSACTED_LOT_RETURN user privilege.

Tips And Considerations

This new feature is only available in the Report Material Transactions page. The page is available to your users based on Opt-ins for the Maintenance Management offering in the 21A and 21C updates.

Feature Name	Opt-In Optional From	Opt-In Not Optional From	Impact to the Restrict Lot Numbers Feature
Use a Work Order to Install and Remove Asset Parts	21A	21D	If not enabled, then the existing Report Material Transactions page can be accessed through the Tasks menu and the Dispatch List. You can choose to configure any maintenance organization to restrict lot number returns when performing material transactions on the page.
			If enabled, then the existing Report Material Transactions page is accessible only from the Tasks menu. A revised version of the page is used in the Dispatch List that doesn't allow you to restrict lot number returns.  You can still choose to configure any maintenance organization to restrict lot number returns when performing material transactions. However, this feature is available only in the page version from the Tasks menu.
Issue or Return Materials for Work Orders Pending Installation or Removal	21C	22B	If not enabled, then review the above Opt-In for any impacts. Note that for this feature to be enabled, you must first enable the Opt-In for the Use a Work Order to Install and Remove Asset Parts feature.
			If enabled, then the existing the Report Material Transactions page that helps you restrict lot number returns will no longer be available. Additionally, the replacement pages from the Tasks menu and the Dispatch list won't allow you to restrict lot numbers. Therefore, you must review each of the capabilities from these features and determine what's best for your business before enabling these Opt-Ins.

Role Information

• Predefined job role name and code:
  • Asset Administrator (ORA_CSE_ASSET_ADMINISTRATOR_JOB)
  • Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER_JOB)

• Privileges:
  • Manage Customer Assets (CSI_MANAGE_CUSTOMER_ASSETS_PRIV)
  • Manage Maintainable Assets (MNT_MANAGE_MAINTAINABLE_ASSETS_PRIV)