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Oracle Fusion Cloud SCM Using Maintenance 24C Oracle Fusion Cloud SCM Using Maintenance 24C F97584-01 Copyright © 2011, 2023, Oracle and/or its affiliates. Author: Madhuri Kamarajugadda Oracle Fusion Cloud SCM Using Maintenance Contents Get Help..........................................

Oracle Fusion Cloud SCM Using Maintenance 24C Oracle Fusion Cloud SCM Using Maintenance 24C F97584-01 Copyright © 2011, 2023, Oracle and/or its affiliates. Author: Madhuri Kamarajugadda Oracle Fusion Cloud SCM Using Maintenance Contents Get Help................................................................................................................................ i 1 Overview 1 Overview of Oracle Maintenance................................................................................................................................................ 1 Overview of Maintenance Job Roles.......................................................................................................................................... 3 Overview of the Maintenance Management Landing Page................................................................................................. 4 Overview of Maintenance in Supply Chain Management Business Processes................................................................ 11 Overview of Dependencies and Interactions With Other Cloud Applications................................................................. 12 Use a SOAP Service to Upload Attachments in Oracle Fusion Cloud Maintenance....................................................... 14 2 Maintenance Organization 27 Overview of Maintenance Organization.................................................................................................................................. 27 How You Manage Maintenance Work Areas.......................................................................................................................... 27 How You Manage Maintenance Resources............................................................................................................................ 28 How You Manage Maintenance Resource Instances........................................................................................................... 29 How You Manage Maintenance Work Centers....................................................................................................................... 31 3 Assets 35 Overview of Assets...................................................................................................................................................................... 35 How You Manage Assets in the User Interface..................................................................................................................... 39 How You Create an Asset.......................................................................................................................................................... 44 How an Asset is Created Automatically................................................................................................................................... 51 How You View and Edit an Asset............................................................................................................................................. 53 How You Manage an Asset Logical Hierarchy...................................................................................................................... 68 How You Manage Asset Flexfields............................................................................................................................................ 71 How You Import and Export Assets......................................................................................................................................... 72 How You Manage Assets Using REST API.............................................................................................................................. 73 How You Connect Your Installed Base Assets to Fixed Assets.......................................................................................... 74 How You Capitalize Fixed Assets Upon Purchase Receipt to Expense Destination....................................................... 75 How You Capitalize Fixed Assets Upon Purchase Receipt to Inventory Destination..................................................... 77 How You Synchronize Changes Between Installed Base and Fixed Assets After Asset Terminations....................... 79 How Customer Data Is Updated During Party Merge......................................................................................................... 79 Oracle Fusion Cloud SCM Using Maintenance How You Configure and Extend Assets Using Application Composer............................................................................. 80 How Assets are Synchronized with Oracle IoT Asset Monitoring Cloud.......................................................................... 83 Component Returns During Material Transactions............................................................................................................. 84 How Transaction Types Affect Edit Operation Items and Material Transaction History............................................... 85 How Issue and Return of Plain Items Affect Material Transactions................................................................................. 94 How You Use Assets in Service Logistics............................................................................................................................... 99 How You Use Assets in B2B Service...................................................................................................................................... 100 Overview of Service Mapping.................................................................................................................................................. 101 Create a Sandbox for Service Mapping................................................................................................................................. 101 Manage Service mappings....................................................................................................................................................... 102 Manage Algorithms................................................................................................................................................................... 104 How You Audit Asset History.................................................................................................................................................. 107 4 Asset Groups 109 Overview of Asset Groups........................................................................................................................................................ 109 Manage Asset Group Rules...................................................................................................................................................... 110 Manage Asset Groups................................................................................................................................................................ 112 Manage Asset Group Assignments......................................................................................................................................... 113 How Updated and End-Dated Assets Affect Asset Assignments..................................................................................... 114 How You Configure and Extend Asset Groups Using Application Composer................................................................ 114 5 Meters for Assets 117 Overview of Meters for Assets................................................................................................................................................. 117 How You Create Meter Templates........................................................................................................................................... 117 How You Create Meters for an Asset..................................................................................................................................... 123 How You Delete Meters for an Asset..................................................................................................................................... 129 How You Record Meter Readings for an Asset.................................................................................................................... 129 How You View and Edit Meter Readings for an Asset........................................................................................................ 133 How You Update Meters for an Asset.................................................................................................................................... 135 How You Perform Mass Association of Meter Templates................................................................................................. 137 How You Manage Meters Using REST API........................................................................................................................... 138 How Asset Meters Get Automatically Associated............................................................................................................... 139 How Meter Readings Are Automatically Created with Oracle IoT Asset Monitoring................................................... 140 How You Import and Export Meter Readings..................................................................................................................... 140 6 Asset Supplier Warranty 143 Overview of Supplier Warranty............................................................................................................................................... 143 Oracle Fusion Cloud SCM Using Maintenance How You Create Supplier Warranty Provider Rates............................................................................................................ 144 How You Create Supplier Warranty Standard Repair Times............................................................................................. 145 How You Manage Warranty Coverages................................................................................................................................. 146 Examples of Coverages for Assets......................................................................................................................................... 150 How You Create a Coverage..................................................................................................................................................... 152 How You Manage Warranty Coverages Using REST API................................................................................................... 156 How You Manage Warranty Contracts................................................................................................................................... 157 Create a Warranty Contract...................................................................................................................................................... 157 How You Edit a Warranty Contract......................................................................................................................................... 158 How You Create Warranty Contracts During Asset Purchase........................................................................................... 161 How You Manage Warranty Contracts Using REST API..................................................................................................... 161 How You Manage Warranty Contracts in Work Orders...................................................................................................... 162 How You Manage Warranty Claims and Entitlements....................................................................................................... 165 How You Import Warranty Coverages.................................................................................................................................... 173 7 Maintenance Standard Operations 175 Overview of Maintenance Standard Operations.................................................................................................................. 175 How You Manage Maintenance Standard Operations....................................................................................................... 175 How You Manage Maintenance Standard Operation Flexfields...................................................................................... 180 How You Manage Standard Operations Using REST API.................................................................................................. 180 Manage Standard Operations in a Spreadsheet.................................................................................................................. 181 How You Use Maintenance Standard Operations............................................................................................................... 182 8 Maintenance Work Definitions 183 Overview of Maintenance Work Definitions......................................................................................................................... 183 Maintenance Work Definition Structure................................................................................................................................ 183 How You Model Maintenance Work Definitions.................................................................................................................. 184 How You Manage Maintenance Work Definitions in the User Interface........................................................................ 186 How You Create a Maintenance Work Definition................................................................................................................ 188 How You Edit a Maintenance Work Definition..................................................................................................................... 193 How You Manage Maintenance Work Definition Versions................................................................................................ 199 How You Manage Maintenance Work Definition Flexfields............................................................................................. 200 How You Manage Work Definitions Using REST API......................................................................................................... 201 How You Import Maintenance Work Definitions................................................................................................................ 202 9 Work Requests 203 How You Manage Work Requests for an Asset.................................................................................................................. 203 Oracle Fusion Cloud SCM Using Maintenance 10 Maintenance Programs 209 Overview of Maintenance Programs..................................................................................................................................... 209 How You Manage Maintenance Programs............................................................................................................................ 211 How You Create a Maintenance Program............................................................................................................................. 212 How You Edit a Maintenance Program.................................................................................................................................. 216 How You Manage Work Requirements in a Maintenance Program................................................................................ 218 How You Manage Maintenance Forecasts........................................................................................................................... 245 How You Generate Maintenance Work Orders Based on a Forecast.............................................................................. 251 How You Manage Maintenance Programs Using REST API............................................................................................. 252 How You Review Recommendations for Maintenance Program Optimization............................................................ 253 How You Manage Condition Event Codes........................................................................................................................... 254 11 Manage Maintenance Work 257 Overview of Maintenance Work Management.................................................................................................................... 257 Maintenance Work Orders....................................................................................................................................................... 258 How You Manage Maintenance Work Orders in the User Interface............................................................................... 260 How You Create a Maintenance Work Order........................................................................................................................ 261 How Maintenance Work Orders are Scheduled.................................................................................................................. 265 Example of Work Order Scheduling...................................................................................................................................... 267 Edit Maintenance Work Orders............................................................................................................................................... 274 How You Manage Maintenance Work Order Flexfields..................................................................................................... 293 How You Perform Mass Actions on Maintenance Work Orders...................................................................................... 294 Production Calendars and Work Center Resource Calendars.......................................................................................... 295 Overview of Work Order Material Availability..................................................................................................................... 300 Direct Procurement of Materials for Maintenance Work Orders..................................................................................... 301 How You Manage Maintenance Work Orders Using REST API....................................................................................... 306 How You Import Maintenance Work Orders....................................................................................................................... 306 How You Close a Maintenance Work Order......................................................................................................................... 307 How Work Orders Are Automatically Created with Oracle IoT Asset Monitoring........................................................ 308 Overview of Maintenance Work Order Exceptions............................................................................................................ 309 How You Review Maintenance Work Order Exceptions.................................................................................................... 309 How You View Work Order History........................................................................................................................................ 310 How You Review Maintenance Work Order Cost................................................................................................................. 311 Maintenance Work Orders for Assets Across Organizations............................................................................................. 311 12 Execute Maintenance Work 315 Overview of Maintenance Work Execution........................................................................................................................... 315 Oracle Fusion Cloud SCM Using Maintenance How You Track Receiving Details of Procured Items in Maintenance............................................................................. 316 How You Review a Maintenance Dispatch List.................................................................................................................... 317 How You Restrict Lot Numbers LOV to Issued Lot Numbers on the Maintenance Dispatch List Page................... 320 How You Resequence a Maintenance Work Order Operation......................................................................................... 320 How You Search for Work Order Operations by Resource Instance and Work Order Description in the Maintenance Dispatch List................................................................................................................................................................................. 321 How You Manage Supplier Operations in Maintenance.................................................................................................... 322 How You Review Supplier Operation Details in Maintenance.......................................................................................... 322 How You Manage Demand and Supply Side Changes in Outside Processing for Maintenance............................... 323 How You Manage Inspections for Maintenance Work Orders......................................................................................... 326 How You Report an Operation Transaction......................................................................................................................... 327 How You Report an Operation Transaction Using Quick Complete............................................................................... 328 How You Report an Operation Transaction Using Complete with Details..................................................................... 329 Report an Operation Transaction........................................................................................................................................... 334 How You Report a Material Transaction............................................................................................................................... 335 Report a Material Transaction................................................................................................................................................. 342 How You Report a Resource Transaction............................................................................................................................. 343 Report a Resource Transaction............................................................................................................................................... 345 How You Report Maintenance Exceptions........................................................................................................................... 346 Pick Materials for Work Orders............................................................................................................................................... 350 Reservation of Materials........................................................................................................................................................... 357 Failure Capture for Work Order Assets.................................................................................................................................. 361 How You Capture Failure Data................................................................................................................................................ 363 How You Review Maintenance Transaction History.......................................................................................................... 364 How You Transfer Transactions from Maintenance to Costing....................................................................................... 365 How You Manage Maintenance Work Order Execution Transactions Using REST API.............................................. 366 13 Execute My Maintenance Work 367 Overview of My Maintenance Work...................................................................................................................................... 367 Manage Work Orders in the My Maintenance Work Page................................................................................................ 373 Preview Work............................................................................................................................................................................... 377 Report Work................................................................................................................................................................................ 378 Complete Work........................................................................................................................................................................... 386 14 Reports and Analytics 389 How You Print a Maintenance Work Definition Report..................................................................................................... 389 How You Print a Material List................................................................................................................................................. 390 Oracle Fusion Cloud SCM Using Maintenance How You Print Maintenance Work Order Details................................................................................................................ 392 OTBI for Oracle Maintenance.................................................................................................................................................. 395 How You Define Report and Analytics.................................................................................................................................. 413 Oracle Fusion Cloud SCM Get Help Using Maintenance Get Help There are a number of ways to learn more about your product and interact with Oracle and other users. Get Help in the Applications Use help icons to access help in the application. If you don't see any help icons on your page, click your user image or name in the global header and select Show Help Icons. Get Support You can get support at My Oracle Support. For accessible support, visit Oracle Accessibility Learning and Support. Get Training Increase your knowledge of Oracle Cloud by taking courses at Oracle University. Join Our Community Use Cloud Customer Connect to get information from industry experts at Oracle and in the partner community. You can join forums to connect with other customers, post questions, suggest ideas for product enhancements, and watch events. Learn About Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program. Videos included in this guide are provided as a media alternative for text-based topics also available in this guide. Share Your Feedback We welcome your feedback about Oracle Applications user assistance. If you need clarification, find an error, or just want to tell us what you found helpful, we'd like to hear from you. You can email your feedback to [email protected]. Thanks for helping us improve our user assistance! i Oracle Fusion Cloud SCM Get Help Using Maintenance ii Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview 1 Overview Overview of Oracle Maintenance Oracle Maintenance provides a wide range of features that enables you to maintain and repair the assets in a balanced and cost effective manner. Every organization wants to operate their assets with more efficiency, up time, and effectiveness. So, it becomes fundamental to ensure that the scheduled maintenance activities for the assets happen on time and the on-demand repairs for the assets are addressed with utmost urgency. These maintenance and repair processes must be consistent, repeatable, and cost effective. Maintenance helps you overcome the challenges and establish the maintenance processes that satisfy the key requirements. Using Maintenance, you can create and manage the asset definition, set up the organization to support the maintenance activities, define consistent and reusable maintenance processes, define and manage the maintenance activity, perform execution transactions, and print various reports. These key capabilities of the Maintenance are briefly discussed as follows: Create and Manage Assets The Maintenance application provides a comprehensive ability to define and maintain assets across the organization using maintenance processes that are consistent and repeatable. You can also define utilization meters for your asset as a way to track your asset utilization and drive a preventative maintenance forecast. Set Up the Organization for Performing Maintenance Activity You can set up organizations specifically as a maintenance organization. To define various functionality of the organization, you can set up the plant parameters. You can set up multiple work areas and work centers for performing the maintenance work. You can set up the required resources for the maintenance work and assign them to the applicable work centers. Define Consistent and Reusable Maintenance Processes In Maintenance, operations are used to define the sequence of steps to be performed in maintaining an asset using a maintenance work order. You can create and manage a library of operation templates called maintenance standard operations. You can then reuse the maintenance standard operations when you define maintenance work definitions and maintenance work orders. The maintenance work definition is used to define the maintenance process of an asset including the operations, steps, materials, and resources. You can create and manage the maintenance work definitions to help you design and manage the maintenance processes. You can easily create a maintenance work order by referring to a maintenance work definition. In such event, the operations, materials, and resources defined in the maintenance work definition are automatically carried over to the maintenance work order. Define and Manage Maintenance Activity The maintenance work orders are used to initiate the maintenance process. In a maintenance work order, you specify the asset information, operations, material, and resource requirements. You can create and manage the maintenance work orders. Various mass actions are supported to update the priorities and statuses of multiple work orders at the same time. You can mass close the maintenance work orders and review the incurred cost for any closed maintenance work order. Perform Execution Transactions 1 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview You can perform various maintenance executions to report the maintenance work. You can report the completion of operations, consumption of materials and resources, return of materials and resources. Maintenance provides you a maintenance dispatch list with the work order operations that need attention. You can review the maintenance dispatch list and initiate an operation transaction, material transaction, or resource transaction as needed. The transaction history is preserved and can be reviewed at any point of time. Maintenance also enables you to run a scheduled process for transferring the maintenance execution transactions to the costing for accurate costing of the maintenance work orders. Print Reports Maintenance enables you to generate and print the following reports: Maintenance Work Definition report: This report displays the list of selected work definitions and their details to perform a specific maintenance activity. Material List report: This report displays the material list for the maintenance work orders. Work Order Details report: This report displays the maintenance work order details. It includes details such as maintenance work order information, maintenance work definition details, operations, materials, resources, and attachments. For more information on these reports, refer to the Reports and Analytics section of this guide. Manage Maintenance Exceptions There can be incidents of problems, such as such as material or resource unavailability, that can impact the maintenance activities. Maintenance enables you to create and manage maintenance exceptions for the work order operations that are impacted because of these problems. You can create an exception and then add the impacted work order operations to the exception. When an exception is reported, all relevant users are notified. You can close the exception for the work order operations after resolving the issue. Use Import Feature Maintenance enables you to import assets and maintenance work orders using spreadsheet. Using the import feature, you can easily create and update in bulk. There are separate spreadsheets available for assets, work definitions, and maintenance work orders. For more details, see the File-Based Data Import for Oracle Supply Chain Management Cloud guide. Project-Driven Supply Chain Project-Driven Supply Chain is an end-to-end, integrated solution across Oracle Fusion Cloud Supply Chain & Manufacturing and Oracle Fusion Cloud Project Management applications to support business processes of both manufacturing and asset-intensive companies. If your organization is project-tracked, you can perform project-specific maintenance by creating a work order, issue components from common or project-specific inventory, and complete the maintenance of the asset. You can also purchase outside processing services on project-specific work orders and import material and resource costs to the project. For more details on setting up Maintenance, see the Implementing Manufacturing and Supply Chain Materials Management guide. 2 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Overview of Maintenance Job Roles Oracle Maintenance provides the following two predefined roles: Maintenance Manager Maintenance Technician Oracle recommends that security administrators don't assign these predefined roles directly to users. Instead, make a copy of a predefined role, remove the privileges that your users don't need, and assign users the role that contains only the privileges they need. So, the names of the roles your enterprise uses may be different from the names in this list. Maintenance Manager A role that's responsible for managing the department where the equipment of an organization are maintained and repaired. The role is responsible for ensuring programs are in place for timely service of the equipment, work orders are being completed by the maintenance technicians as per the schedule, and emergency repairs are quickly done. The following are the major tasks that a maintenance manager needs to perform: Communicate with the maintenance technicians regarding the scheduled maintenance work orders. Respond to emergency work orders that arise unexpectedly. Alert the maintenance technician and communicate the status back. Monitor completion of the maintenance work orders. Define maintainable assets and set maintenance strategy for the assets. Establish maintenance programs, such as maintenance work definitions, maintenance standard operations, and so on. Ensure parts and tools are procured as necessary. Review the work order cost and history. Review the asset history. Maintenance Technician A role that's responsible for maintaining and repairing the equipment of an organization. The role is responsible for completing the assigned work orders on time and in correct order. The following are the major tasks that a maintenance technician needs to perform: Communicate with the maintenance manager regarding the scheduled maintenance work orders for the week. Understand which maintenance work orders needs to be worked on a particular day. Review the maintenance work order information, parts list information, part availability, and work order history. Perform the repair and maintenance of the equipment. Attend to the emergency work orders that arise unexpectedly. Update and complete the maintenance work order. Record the amount of time spent and materials used to perform the work. Take notes regarding the maintenance work. 3 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Related Topics Overview of Oracle Maintenance Overview of Dependencies and Interactions With Other Cloud Applications Overview of the Maintenance Management Landing Page The Maintenance Management landing page provides a quick look at critical information about your maintenance operations for the selected maintenance-enabled organization. The infolets display key metrics, allowing you to drill into the details to view, act and resolve any issues. Infolets Infolets are visual, actionable, and personalized information cards summarizing critical data about specific objects. Infolet cards display in the landing to make key performance indicators easy to view, understand, and act upon. Metrics about your problematic assets, as well as the overall maturity of your maintenance program are also provided. You can do the following with infolet cards: Flip or expand the card to view additional details about the object featured in the infolet card. Drill down to more details by navigating to relevant manage pages from the infolet view. Hide infolet cards. Reorder infolet cards. Use the My Infolets icon in the right corner of the landing page to toggle your infolets on and off. Drag and drop infolets to rearrange them in the work area. This table describes the infolets available, along with the page that you can drill into by clicking details in the infolet. Infolet Description Drill-Down Page Work Orders View the number of Released status work orders for your Manage Maintenance Work Orders maintenance organization. You can click on these metrics: Top Priority or Total: the search parameter Status is set to Released Past Due: the search parameter Status is set to Released and the Scheduled Completion Date set to a period of five years before the system date Scheduled vs Completed Work View the number of Completed and Closed status work orders Manage Maintenance Work Orders for your maintenance organization this week. The time period is defined as Sunday to Saturday. Additionally, the search parameter Actual Work Completion won't be set. 4 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Work Completion View the number of Completed and Closed status work orders Manage Maintenance Work Orders for your maintenance organization this week. The time period is defined as Sunday to Saturday. Additionally, the search parameter Actual Work Completion is set to Late. Operations View the number of Operations for your maintenance Maintenance Dispatch List organization Ready for execution. Past Due: the search parameter Status is set to Ready and Completion date is set to Past Due. Ready: the search parameter Status is set to Ready Released Work Orders View the number of Released status work orders for the Top 5 Manage Maintenance Work Orders Work Centers by volume in your maintenance organization. You can click on the horizontal bar chart results to view for a specific Work Center, which will set the search parameter of Work Center. Work Orders with Work View the number of Completed, Closed and Released status Manage Maintenance Work Orders Definition work orders for your maintenance organization. The parameter Scheduled Completion Date set to a period of six months before the system date Assets with Most Work Orders View a list of Assets with the most work orders in the previous Manage Maintenance Work Orders six months. You can click on the vertical bar chart results to view for a specific Asset, setting the Asset parameter, Status parameter to Completed, Closed and Released and the Scheduled Completion Date set to a period of six months before the system date. Past Due Operations View the number of Operations for the Top 5 Work Centers by Maintenance Dispatch List volume in your maintenance organization. You can click on the horizontal bar chart results to view for a specific Work Center, which sets the search parameter of Status to In Process and Ready, set the Work Area and Work Center, and the parameter Completion Date is set to Past Due. Recommendations View the list of Maintenance Program recommendations, Recommendations Page if enabled. This includes New, Viewed, and Total recommendations. Tasks The landing page provides a task navigator to access the different setup, management, and execution task flows. If you're responsible for maintenance manager and maintenance technician tasks for your enterprise, you can access these task flows. 5 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Section Task Flow Description Role Access Asset and Work Manage Assets Create, edit, view, and search installed base assets Maintenance Manager, Definition for enterprise and customer assets across each Maintenance Technician organization for which you have data access. Hierarchy Navigator Logical hierarchies help you group assets that operate Maintenance Manager in the same or different inventory organizations. You can use your hierarchies to model a plant, production line, vehicle fleet, customer, or location. When created, you can easily search for, interact with, and manage your related assets.. Print Maintenance Work Launch a scheduled process to generate a Maintenance Manager Definition Report maintenance work definition report with the work requirement details. When complete, you can view the report in the job output log in PDF format. Manage Asset Groups Create, edit, view, and search asset groups. You can Maintenance Manager then create, view, and edit the rules for a group. Manage Meter Templates Create, edit, view, and search meter templates. Maintenance Manager You can also define meter template item applicability for automatic association during asset creation. Work Management Manage Maintenance Work Create, edit, view, and search maintenance work Maintenance Manager, Orders orders in the context of a specific maintenance Maintenance Technician organization. Additionally, you can: Release or put work orders on hold. Use mass actions to change priority and status of multiple work orders at the same time. Perform mass close action on the completed work orders using the scheduled process. View and manage the work order exceptions. View the costs associated with the work orders. Generate and print work order details report and material requirements report. Material Availability Rules Create, edit, view, and search material availability Maintenance Manager rules in the context of a specific maintenance organization. Rules are used by the application to create an initial recommendation based on which work orders should be released when materials are scarce. Material Availability Assignments Workbench that's used to ensure all materials are Maintenance Manager available for a work order prior to its release to the shop floor. As priorities change, you can execute work orders of lower priority that become a high priority. 6 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Section Task Flow Description Role Access When materials are scarce, you can decide which work orders you can release, and which work orders you must place on hold until materials become available. Manage Maintenance Exceptions Create, edit, view, and search material exceptions Maintenance Manager rules in the context of a specific maintenance organization. Print Material List Launch a scheduled process to generate a Maintenance Manager, maintenance work order material report for one Maintenance Technician or more work orders of a specific maintenance organization. When complete, you can view the report in the job output log in PDF format. Print Work Order Details Launch a scheduled process to generate a Maintenance Manager, maintenance work order operation details for one Maintenance Technician or more work orders of a specific maintenance organization. When complete, you can view the report in the job output log in PDF format. Review Maintenance Transaction Search and view work order transaction history for Maintenance Manager, History assets over time. Maintenance Technician Close Maintenance Work Orders After performing all the activities on a maintenance Maintenance Manager work order, you must close the work order to prevent any further updates to it. The costing and variants of the work order are also posted upon closing of the work order. Launch a scheduled process to mass close one or more work orders of a specific maintenance organization. When complete, you can view the output log. Manage Production Calendar View the production calendar for the schedule Maintenance Manager associated with a maintenance organization using the Manage Plant Parameters page. This page displays shift-level information. Manage Work Center Resource View the production calendar for the schedule Maintenance Manager Calendar associated with a maintenance organization using the Manage Plant Parameters page. This page displays work center and resource level shift-level information, including exceptions. Work Execution Review Maintenance Dispatch Search, view and execute maintenance work order Maintenance Manager, List operations in the context of a specific maintenance Maintenance Technician organization. The maintenance dispatch list displays the maintenance work order operations that are actionable, that's the operations with ready, complete, or in process status. 7 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Section Task Flow Description Role Access Create Inspection Results Enter ad-hoc work-in-process inspection details for Maintenance Manager, maintenance work order operation. You can record Maintenance Technician inspection results directly in the work order operation or using this ad-hoc entry task. Manage Inspections Create an ad-hoc work in-process inspection task Maintenance Manager, for a maintenance work order operation. Inspection Maintenance Technician results can be recorded directly in the work order operation or using this ad-hoc entry task. Note: To define and collect data for a quality inspection plan, you must have an Oracle Fusion Cloud Product Management subscription. Pick Materials for Work Orders Launch a scheduled process to allocate and picks Maintenance Manager materials for the selected work orders of a specific maintenance organization. When complete, you can view the output log. Issue and Return Materials from Report the maintenance work order operation for the Maintenance Manager, Inventory materials that are consumed in the operation. Maintenance Technician Issue and Return materials to an operation. Report Resource Transactions Report the maintenance work order operation for the Maintenance Manager, resources that are used in the operation. Maintenance Technician Transfer Transactions from Launch a scheduled process to transfer transactions Maintenance Manager Maintenance to Costing from Oracle Maintenance to Oracle Costing of a specific maintenance organization. This includes maintenance work orders that are in a closed status only. When complete, you can view the output log. Maintenance Programs Manage Maintenance Programs Create, edit, view, and search maintenance programs Maintenance Manager in the context of a specific maintenance organization. Generate Maintenance Forecast Launch a scheduled process to generate and refresh Maintenance Manager the maintenance forecast for an organization and one or more maintenance programs. The forecast window parameter of number of days is referenced. This job is typically setup on a scheduled basis in your production environment. Manage Maintenance Forecasts Search, view, and update forecasted asset due dates Maintenance Manager from maintenance programs. Generate Maintenance Work Launch a scheduled process to create work Maintenance Manager Orders orders based off the maintenance forecast for an organization and one or more maintenance programs. The work order window parameter of number of days is referenced. 8 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Section Task Flow Description Role Access This job is typically set up on a scheduled basis in your production environment. Supplier Warranty Manage Coverages Create, edit, view, and search supplier warranty Maintenance Manager coverages. Manage Contracts Create, edit, view, and search supplier warranty Maintenance Manager contracts. Manage Claims Create, edit, view, and search supplier warranty Maintenance Manager claims. Manage Labor Reimbursement Create, edit, view, and search supplier warranty labor Maintenance Manager Rates reimbursement rates. Manage Standard Repair Times Create, edit, view, and search supplier warranty Maintenance Manager standard repair times. Imports Load Interface Files for Import Maintenance Manager Import Assets Launch a scheduled process to import installed base Maintenance Manager assets for a unique batch code. You must have first uploaded the file into the interface tables using the Load Interface File for Import scheduled process. When complete, you can view the output log. Import Maintenance Work Launch a scheduled process to import maintenance Maintenance Manager Definitions work definitions for a unique batch code. You must have first uploaded the file into the interface tables using the Load Interface File for Import scheduled process. When complete, you can view the output log. Import Maintenance Work Orders Launch a scheduled process to import maintenance Maintenance Manager work orders for a unique batch code. You must have first uploaded the file into the interface tables using the Load Interface File for Import scheduled process. When complete, you can view the output log. Import Meter Readings Launch a scheduled process to import maintenance Maintenance Manager asset meter readings for a unique batch code. You must have first uploaded the file into the interface tables using the Load Interface File for Import scheduled process. When complete, you can view the output log. Import Maintenance Programs Launch a scheduled process to import maintenance Maintenance Manager program and work requirement definitions for a unique batch code. You must have first uploaded the file into the interface tables using the Load Interface File for Import scheduled process. Maintenance Setup Manage Maintenance Work Areas Create and maintain work areas to represent Maintenance Manager specific regions where maintenance activities are 9 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Section Task Flow Description Role Access executed. Work areas are created in the context of a maintenance organization. Manage Maintenance Work Create and maintain work centers to represent Maintenance Manager Centers specific location where maintenance work is performed and is comprised of resources having similar capabilities. Work centers are created in the context of a work area. Manage Maintenance Resources Create and maintain resources to model the labor or Maintenance Manager equipment used in a maintenance work center and operation and to track usages during maintenance execution. Resources are created in the context of a maintenance organization. They're then further defined for each work center, detailing their quantity, availability, and shifts. Manage Maintenance Standard You can create operation templates by defining the Maintenance Manager Operations operation details and its resources. These can then be referenced in one or more work definitions or manually selected when a work order is created in the user interface, REST API or file-based upload of maintenance work orders. Manage Maintenance Standard You can create and update the standard operations Maintenance Manager Operations in Spreadsheet and resources by using the Oracle Application Development Framework Desktop Integration (ADFdi). Manage Condition Event Codes Setup to define condition codes for a maintenance Maintenance Manager program. This is part of the integration of Oracle Asset Monitoring, part of the Oracle Fusion Cloud IoT Intelligent Applications. Manage Work Order Statuses Setup used to create user-defined work order status Maintenance Manager values. These values are based on the predefined status values codes. Manage Asset Group Rules Setup used to define asset group rules, asset groups, Maintenance Manager and and associate assets to groups. Maintenance Technician Create Logical Hierarchy Logical hierarchies help you group assets that Maintenance Manager operate in the same or even across different inventory organizations. You can use your hierarchies to model a plant, production line, vehicle fleet, customer, or location. When created, you can easily search for, interact with, and manage your related assets. Manage Qualification Setup related to managing qualification requirements. Maintenance Manager Requirements Manage Qualification Profiles Define qualification profiles Maintenance Manager Manage Failure Sets Manage failure sets for failure analysis during work Maintenance Manager order execution. 10 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Overview of Maintenance in Supply Chain Management Business Processes As a part of Oracle Fusion Cloud Supply Chain Management, Oracle Maintenance plays an important role in supporting the following cross-functional and advanced fulfillment processes: Outside Processing Outside processing is a commonly observed business process where one or more operations of a work order are outsourced to a supplier who provides specialized services as required for maintenance activity. These services may vary depending on the type of asset and nature of the industry. The first step is to create and release a work order with supplier operations in Maintenance. Work orders are scheduled using the unconstrained logic in Oracle Planning Central and Oracle Supply Planning. Once the work order is released, a request is sent to Oracle Supply Chain Orchestration to create a purchase requisition. Supply Chain Orchestration in turn creates a supply order and triggers the creation of a purchase requisition in Oracle Self Service Procurement. An outside processing purchase order is created in Oracle Fusion Cloud Purchasing using the details maintained in the outside processing blanket agreement. The next step is to execute work order by reporting quantities as completed at the operation prior to the supplier operation following which, a request is sent to Supply Chain Orchestration to create a shipment line. Supply Chain Orchestration in turn creates a supply order line and triggers the creation of a shipment line in Oracle Shipping. A shipment is manually created for the shipment line which is then confirmed and closed. Based on the options set for the Ship Confirm Rule, the processes to print packing slip and bill of lading are automatically launched. The next step is to receive the goods from the supplier in Oracle Receiving and deliver them to maintenance. You can optionally create an Advance Shipment Notice (ASN) in Oracle Supplier Portal or Receiving which can be used to create a receipt. However, ASN creation is mandatory in case of consecutive supplier operations. For a maintenance supplier operation, receipt and delivery of goods to maintenance work order results in automatic completion of quantities at the supplier operation. Supplier operations are then managed and tracked in maintenance. The receipt, delivery and operation transactions result in receipt and cost accounting in Oracle Cost Management. For more information about Outside Processing, refer to the Implementing Outside Processing chapter in the Oracle Supply Chain Management Cloud Implementing Manufacturing and Supply Chain Materials Management guide. Direct Procurement of Materials for Work Orders During a breakdown maintenance and even in planned maintenance, post tear down, certain materials could be required which are difficult to be planned in advance. In such cases, getting those items through normal procurement process might delay the repair of the asset. In such scenarios, you can procure material directly for a work order by creating a requisition and then associating the requisition to the work order and the desired operation in Self Service Procurement. A purchase order is created for the requisition, and material is received and delivered directly to the work order. You can review the details of purchase requisitions, purchase orders, and receipts from the work order page. The receipt returns and correction are done in the Receiving. Pick Materials for Work Orders Materials are issued to work order from a supply subinventory, and generally called shop floor inventory. It is very common for the companies store the materials in a centralised warehouse and there is a need to bring the materials from warehouse to the supply inventory for the work order consumption. The picking process initiates the movement of material from warehouse to the supply subinventory for one or more work orders. A scheduled process creates 11 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview movement request for materials required for a work orders either full or partial quantity based on the quantity on-hand in the warehouse. Finally after a pick is confirmed the material is transferred to the supply subinventory and later the same would be issued to maintenance work order by the maintenance technician. Reservation of work order materials Material availability for a maintenance work order is crucial for reducing downtime of the asset and adhering to the preventive maintenance schedule. Even with the best planning, maintenance managers prefer to have the material guaranteed for a specific work order in the near term before scheduling the work order for release. It is possible to reserve a material for a maintenance work order demand from various supply sources, however common supply is the inventory on-hand. The reservation can be done either for an item quantity called high level reservation or for an item in subinventory down to serial and lot level called detailed reservation. The high level reservation can be done automatically using action either in manage work order page or create reservation page. The detail reservation has to be created manually by navigating to the create reservation page from the maintenance work order page. If the reservation is enabled for the maintenance organization, then reservation and picking process compliments each other. The detail reservation done before picking is honoured during movement request allocation process, meaning reserved serial and lot number would be allocated. And if the picking process is initiated first then after pick confirmation a reservation is automatically created for the items transferred to the supply subinventory Project-Driven Supply Chain Project-Driven Supply Chain is an end-to-end, integrated solution across Oracle Fusion Cloud Supply Chain & Management and Oracle Project Management applications to support business processes of both manufacturing and asset-intensive companies. If your organization is project-tracked, you can perform project-specific maintenance by creating a work order, issue components from common or project-specific inventory, and complete the maintenance of the asset. You can also purchase outside processing services on project-specific work orders and import material and resource costs to the project. For more details on setting up Maintenance, see the Implementing Manufacturing and Supply Chain Materials Management guide. Overview of Dependencies and Interactions With Other Cloud Applications Oracle Maintenance supports integration with these Oracle Fusion Cloud Supply Chain & Manufacturing applications: Oracle Fusion Cloud Asset Lifecycle Management Asset Lifecycle Management is a central repository for asset information across organization that provides a single source for accessing asset information. Maintenance leverages the integration with Asset Lifecycle Management, enabling the automatic creation of an asset upon receipt to inventory regardless of the transaction source. The asset can be a purchased or manufactured asset that's received into inventory, or it can be a miscellaneous inventory receipt. If the item associated the created asset is marked as maintainable, then the asset is eligible to be maintained in Maintenance. When you define the key asset information during creation of maintenance assets, the asset information can be easily accessed when performing the repair and maintenance work for the assets. Oracle Product Hub 12 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Maintenance references the items and item structures maintained in Product Hub to create and maintain the maintenance work definitions, maintenance work orders, and report material transactions. Oracle Fusion Supply Chain Management Common Components Maintenance references the plant parameters, units of measure (UOM), subinventories, locators, calendars, shifts, and exceptions maintained in Supply Chain Management Common Components. Oracle Fusion Cloud Inventory Management Inventory Management offers a complete materials management solution that enables you to manage and monitor the materials successfully. Maintenance leverages this functionality to optimize the flow of material so that it meets maintenance demand in a cost effective manner. The materials details maintained in Inventory Management are displayed in the maintenance work orders. Once the operation transactions are performed in Maintenance, the supply reservations in Inventory Management are updated accordingly. Oracle Cost Management Cost Management provides the costing information to Maintenance that's required to control the material and resource costs incurred during the maintenance process. Cost Management provides a setup that enables the user to define cost by asset, work order, or type of the work performed. For example, segregating cost by corrective work or preventive work. Oracle Asset Monitoring, part of the Oracle Fusion Cloud IoT Intelligent Applications Import and synchronize installed base assets in Oracle IoT Asset Monitoring service, creating and maintaining a digital twin. Once imported, assets can have their IoT-enabled sensors and devices setup to be monitored for faults. You can then use these faults as the basis for creating maintenance work orders in Maintenance. Additionally, you can then use the sensors to collect utilization data, which can be recorded for the asset through meter reading updates Oracle Service Logistics Maintain your customer assets at customer locations using field service or return them for service using depot repair. To do so, you assets require a specific setup and must be based on a maintenance-enabled item that's full-lifecycle tracked. Also, your assets must operate in a maintenance-enabled inventory organization. Through an integration with Service Logistics, work orders costs are captured in the asset's operating organization. Oracle B2B Service If you're an Oracle customer who uses installed base assets for processes such as Supply Chain, Service Logistics, Service Contracts, or IOT, you can opt-in to use the same asset model for your service request and work order processes. When you opt-in, you can add the installed base asset fields to the service request and work order page layouts in Application Composer. Then, you can pass the installed base asset ID to downstream processes such as Field Service or Service Logistics. Related Topics Overview of Oracle Maintenance Overview of Maintenance Job Roles 13 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Use a SOAP Service to Upload Attachments in Oracle Fusion Cloud Maintenance Overview of Using A SOAP Service to Upload Attachments in Oracle Maintenance Use the ERP Object Attachment SOAP service to perform the automatic, mass upload of attachments for maintenance assets, maintenance programs, maintenance work orders, maintenance work order operations, maintenance work order operation materials, maintenance work order operation resources, and maintenance work definition operations. You can specify the input parameters for the payload of this service to upload attachments. By using a service-based approach for uploading attachments, the initial data load from an external source system or ongoing updates can be streamlined into Oracle Maintenance. To get started, refer to the information provided in the Oracle Fusion Cloud Financials SOAP Web Services for Financials guide. Chapter: Business Object Services Section: ERP Object Attachment Service Here's a table with request payload information. Note: Refer to the other topics in this section for the attachment rows and payload details about each business object. Element name Type Description entityName String Valid business entity names are: ASSET: For Asset MAINTENANCE_PROGRAM: For Maintenance Program WORK_ORDER: For Work Order Header WORK_ORDER_OPERATION: For Work Order Operation WORK_ORDER_OPERATION_MATERIAL: For Work Order Operation Material WORK_ORDER_OPERATION_RESOURCE: For Work Order Operation Resource WORK_DEFINITION: For Work Definition Header WORK_DEFINITION_OPERATION: For Work Definition Operation 14 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Element name Type Description categoryName String Document Category Name associated with the business entity. allowDuplicate String Whether duplicate is allowed. Valid values are: Yes, No. attachmentRows List of elements, each containing the details of the attachment to upload. The details include the user keys, attachment type, and title. The user keys are used to identify the unique row in the appropriate business object entity. How You Upload Attachments of Assets and Maintenance Programs Using a SOAP Service This topic provides specifics for uptaking the ERP Object Attachment SOAP service for your assets and maintenance programs. attachmentRows Attributes for Asset Here's a table with attachmentRows Attributes for Asset information. Attribute Name Type Description UserKeyA String Asset Number. UserKeyB String Keep this key with value #NULL. UserKeyC String Keep this key with value #NULL. UserKeyD String Keep this key with value #NULL. UserKeyE String Keep this key with value #NULL. AttachmentType String Valid values are: FILE, TEXT, URL. Title String The title of the attachment. Content String The following is an example. Your content may be different. URL: https://www.google.com Text: Use Lathe L123. 15 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Attribute Name Type Description File: Encode the source data to a Base64 string (Base64 encoding). Sample Payload for Asset ASSET MISC Yes FL Caterpillar ? ? ? ? TEXT BVM_Attachment1 Hello World1 attachmentRows Attributes for Maintenance Program Here's a table with attachmentRows Attributes for Maintenance Program information. Attribute Name Type Description UserKeyA String Organization Code. UserKeyB String Program Code. UserKeyC String Keep this key with value #NULL. UserKeyD String Keep this key with value #NULL. UserKeyE String Keep this key with value #NULL. 16 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Attribute Name Type Description AttachmentType String Valid values are: FILE, TEXT, URL. Title String The title of the attachment. Content String The following is an example. Your content may be different. URL: https://www.google.com Text: Use Lathe L123. File: Encode the source data to a Base64 string (Base64 encoding). Sample Payload for Maintenance Program Operation MAINTENANCE_PROGRAM MISC Yes MNTALM BDC ? ? ? TEXT BVM_Attachment Hello World 17 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview How You Upload Attachments of Work Orders, Work Order Operations, Work Order Operation Materials, and Work Order Operation Resources Using a SOAP Service This topic provides specifics for uptaking the ERP Object Attachment SOAP service for maintenance work orders, maintenance work order operations, maintenance work order operation materials, maintenance work order operation resources. attachmentRows Attributes for Work Order Header Here's a table with attachmentRows Attributes for Work Order Header information. Attribute Name Type Description UserKeyA String Organization Code. UserKeyB String Work Order Number. UserKeyC String Keep this key with value #NULL. UserKeyD String Keep this key with value #NULL. UserKeyE String Keep this key with value #NULL. AttachmentType String Valid values are: FILE, TEXT, URL. Title String The title of the attachment. Content String The following is an example. Your content may be different. URL: https://www.google.com Text: Use Lathe L123. File: Encode the source data to a Base64 string (Base64 encoding). Sample Payload for Work Order Header WORK_ORDER MISC 18 Oracle Fusion Cloud SCM Chapter 1 Using Maintenance Overview Yes MNTALM MNTALM1167 ? ? ? TEXT BVM_Attachment Hello World attachmentRows Attributes for Work Order Operation Here's a table with attachmentRows Attributes for Work Order Operation information. Attribute Name Type Description UserKeyA String Organization Code. UserKeyB String Work Order Number. UserKeyC String Operation Sequence Number. UserKeyD String Keep this key with value #NULL. UserKeyE String Keep this key with value #NULL. AttachmentType String Valid values are: FILE, TEXT, URL. Title String The title of the attachment. Content String The following is an example. Your content may be different. URL: https://www.google.com