Adobe Captivate - Oracle



Slide 3 - Oracle Supply Chain

Management Cloud

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Hello, my name is Sundar. Welcome to training for Oracle Maintenance cloud in Oracle Supply Chain Management cloud.

In this session, we talk about Manually Procure Materials for Work Orders.

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Slide 4 - Agenda

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For the capabilities covered in this training, we explain what they do, followed by more detail to explain how you can use them, and what business value they bring.

Then, we walk you through a demonstration.

Next, we explain what you need to consider before enabling these features in your business, and what you need to know to set them up.

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Slide 5 - Capabilities Overview

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The capabilities covered in this training will provide you with the ability to create purchase requisition from the maintenance work order page, then receive the purchase items directly to the work order.

Maintenance managers can navigate to the self service procurement page from the maintenance work order UI and create a purchase requisition for the items required for the work order. Generally this is required a breakdown maintenance case, where the item is required immediately to repair the asset. Then, the purchased item can be received directly against the context work order.

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Slide 6 - Manually Procure Materials for Work Order

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As mentioned earlier, this enhancement will allow you to navigate to the Self Service Procurement page for creating purchase requisition directly from the maintenance work order UI, as shown here.

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Slide 7 - Manually Procure Materials for Work Order

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Now, you can use the Self Service Procurement page to create requisitions for the items in catalogs, any item defined in the inventory, and for the non-catalog items, otherwise called as description items.

Please note that the description items could be for goods or services, which is quantity or amount-based.

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Slide 8 - Manually Procure Materials for Work Order

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You can now use the native functionalities of the Self Service Procurement page in the Oracle Fusion cloud application. Some of them include creating requisitions, managing requisitions, and using shopping lists.

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Slide 9 - Manually Procure Materials for Work Order

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For procuring items for a work order, you have to associate the work order and operation reference in the respective requisition lines. This enables to create purchase order and also ability to receive the item directly to the work order.

The Work order and operation association had to be done manually for each requisition line and can be done only in the Edit requisition page. If the association is not made, the requisition would be considered as normal one and will not reflect in the “View Purchased item details page” of the respective work order.

Once the work order association is made, the destination type of the requisition line would be “Work order,” and the same would be carried over to the respective “Purchase Order Line.”

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Slide 10 - Manually Procure Materials for Work Order

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This feature provides all of the native features of the Oracle Procurement cloud application. To name few, there is an ability to use document approvals, be it purchase requisition or purchase order.

Also there is an ability to create purchase order for a requisition based on the ‘blanket agreement.’ This is especially useful for procuring catalog items.

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Slide 11 - Manually Procure Materials for Work Order

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You also have the ability to use Destination Type as a conditional attribute when defining approval rules for both purchase requisition and purchase orders.

When the destination type ‘Work Order’ is used in the approval rules, then the same becomes applicable specifically for the documents generated to procure items for a work order.

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Slide 12 - Manually Procure Materials for Work Order

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You can route the receipt using existing methods, which are:

Direct Delivery, where shipments are received into a receiving location and put away in the same transaction. Put away happens automatically upon receipt creation.

Standard Receipt, where shipments are received into a receiving location and then put away in a separate transaction. Standard receipts can be inspected or transferred before put away.

And finally, inspection Required, where shipments are received into a receiving location, and then inspected and put away in separate transactions. You can accept or reject material during the inspection, and put away to separate locations, based on the inspection result.

Since the requisition is associated with maintenance work order details, the destination type would be “Work order” irrespective of the receipt routing method.

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Slide 13 - Manually Procure Materials for Work Order

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This enhancement also allows you to view the list of purchased items in the Edit Work Order page. The Work Order Operations tab displays the list of “Purchased items” along with requested quantity and received quantity for the quick view.

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Slide 14 - Manually Procure Materials for Work Order

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You can also view the details of the items requested for the maintenance work order. The new “Purchased Item Details” page accessed from Edit Work Order page shows the list of items requested for the work order in context, along with the details like purchase requisition, purchase order and purchase receipts.

Further details of the purchase requisition, purchase order and purchase order receipts can be viewed in their respective View pages accessed through the hyperlinks.

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Slide 15 - Manually Procure Materials for Work Order

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You can make corrections or returns of the received transactions. There are three transactions that can be done against the receipt and they are (1) Receipt correction (2) Return to supplier and (3) Return to receiving.

Receipt Correction lets you make adjustments to the received Quantity or the amount.

Return to supplier returns the specified quantity back to the supplier adjusting the put away and receiving transactions.

Return to Receiving returns the specified quantity back to the receiving subinventory adjusting the put away transaction.

Note that the corrections and returns can be done by the requester who would be a maintenance manager.

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Slide 16 - Manually Procure Materials for Work Order

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You can now view all the Purchase receipts and its associated transactions. The transactions can be viewed in the Maintenance Transaction History page.

The Maintenance Transaction History page can be accessed using “Review Maintenance transaction History” task from the Maintenance Management landing page.

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Slide 17 - Manually Procure Materials for Work Order

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The capabilities covered in this training will provide you with the ability to view maintenance work order costs which includes items purchased directly the same. The Maintenance Work Order Costs UI can be accessed from either Manage maintenance work order page or Edit work order page.

Note that required costing setup should exists to view the purchased items costs.

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Slide 18 - Manually Procure Materials for Work Order

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These new capabilities allow your business to realize the important business values of reduced down time of the asset and more asset availability.

One example is reduced down time. It is very common in maintenance world that only when the asset is stripped down for repair, some new material required might come to fore. Unless such materials are made available quickly the repair work in the asset is likely to be delayed and it means less down time. The other benefit is visibility into asset availability. The more the asset is available for use, the more it increases the productivity and provides more returns on the investment.

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Slide 95 - Additional Information for Manually Procure Materials for Work Order

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The Manually Procure Materials for Work Order feature adds great value to the maintenance manager. However, the initial release comes with few shortcomings.

When navigating to the Self Service Procurement page from the Maintenance Work Order page, the context details like work order, work order organization, and the business unit of the work order organization is not carried over. This means that the requester preference has to be set manually by the requesters every time they navigate to the Self Service Procurement page.

After creating a purchase requisition, the requestor has to associate work order number and operation number to each requisition line manually. If this association is missed, then the requisition will be treated normally, and is not seen in view purchase item details page and in operations tab.

Even though users can request “Non-Catalog” items and receive against the maintenance work order, they will not be costed. This means the maintenance work order costs will not include the non-catalog items purchased for the work order.

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Slide 96 - Implementation Advice

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In this section, we provide implementation considerations and setup instructions for the enhancements covered.

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Slide 97 - Manually Procure Materials for Work Order Impact

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Manually Procure Materials for Work Order has an action that need to be taken before your end users can use it.

Manually Procure Materials for Work Order can be accessed using the maintenance manager role.

The business process associated with this feature is Complete Required Maintenance.

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Slide 98 - Summary of Actions Needed to Use Manually Procure Materials for Work Order

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Before commencing enablement for the Manually Procure Materials for Work Order feature, there are implementation considerations that need to be taken into account.

First, catalog definition which impacts requisition creation.

Next, document approval setup is optional, however it impacts the lead time of procuring the items for the work order.

Finally, it requires costing setup, which is needed for the maintenance work order cost calculation.

The enablement for Manually Procure Materials for Work Order is achieved by enabling the “Allow direct purchases for work order” attribute in the plant parameter UI for respective maintenance organizations (Plants). The manage plant parameter task can be accessed in the maintenance management functional area which comes under manufacturing and supply chain materials management offering.

The above is performed via Functional setup Manager.

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Slide 99 - Enablement Detail for Manually Procure Materials for Work Order

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The “Allow direct purchases for work order” attribute is provided within the work execution region of the Manage Plant Parameter UI. By default, the attribute “Allow direct purchases for work order” is enabled for all new maintenance organizations (Plants) created. However, for existing maintenance organizations (plants), you must enable this manually.

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Slide 100 - Associated Training

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Other training modules that are related to these capabilities and are recommended viewing is Manufacturing training document for manually procure materials for work order feature.

This concludes this presentation, thank you for listening. You can easily pause and rewind any of these slides if you require additional time to take in the detail.

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