Tuesday, 2 July 2013

Oracle OM Internal Requisition (IR) & Internal Sales Order (ISO) Synchronization

today we are going to see the Oracle new change for IR-ISO cycle. Oracle recently introduced a profile option called POR: Sync up Need by date on IR with OM. this profile option provide more flexibility to the OM users to satisfy the requester requests.
 
let me share my knowledge on this, let see: 
 
Internal Requisition (IR) and Internal Sales Order (ISO) Synchronization:

Before R12.1.1, when even a change happened on an approved Internal Requisition the change is manually done in the corresponding Internal Sales order.

Oracle has come with a solution for this in R12.1.1. When an update happens on the following field’s it will cascade from IR to ISO or ISO to IR.
·         Order quantity changes
·         Date Changes
·         Cancellations

Order quantity Changes & Date Changes
·         Change on requested quantity and need-by date of IR line reflect a change on ordered quantity and schedule ship date/schedule arrival date of ISO line respectively.

Cancellations:
·         Cancellation of Internal requisition header/line cancels internal sales order line automatically.

·         Cancellation of Internal sales order line cancels internal requisition lines automatically.

For this to happen, we need to setup the following profile:
POR: Sync up Need by date on IR with OM
The profile option has to be set to ‘Yes’ to enable IR-ISO synchronization.


We will check this with an example:
The Sales Order line’s schedule arrival date (05-MAY-2010) matches with the need by date (05-MAY-2010) on Internal Requisition line.



Now if the Schedule arrival date is updated on Internal Sales order line, a message will appear confirming the update of corresponding internal requisition need-by-date.


We can see that the schedule arrival data change cascades to internal requisition Need-By date.

 
Regards,

Oracle Order Management - Key Metalink Notes Number



Here are a few Metalink Note numbers useful with Order Management Implementation Issues.

Oracle Receivables Auto Invoice Troubleshooting Guide
219926.1

Autoinvoice Is Unable to Derive A GL Date for A Transaction
178299.1

How does one book an Return Material Authorization ( RMA) to only receive product back in inventory without issuing a credit ?
391088.1

How To Import Order With Price Adjustments
333429.1

System Copy Parameter 'Call Line Dff Extension API' is not Working
312563.1

ORA-20120: 'Currency Conversion Rate Not Defined In The System'
382839.1

Cannot Approve Internal Requisitions Ora-20002
300745.1

What Are The Steps Required To Setup An Internal Requisition In Purchasing?
406312.1

How To Limit Users To Only Be Able To View/Query A Certain Order Type
364255.1

Understanding Logic of Credit Checking and Manually Released Holds
209478.1

How to Generate the COGS Account from the Order Type
414314.1

How to Verify/Start WorkFlow Background Engine?
112935.1

How to find out the Invoice Number for a Sales Order Line ?
297457.1

How does one restrict the list of values(LOV) for the field 'price list' on the sales order header to limit the LOV by Customer entered on the sales order header?
434123.1

How does one setup user action ""Raise Integration Event'"" to send an e-mail on any update action of Unit Selling Price?
422354.1

How to default a null value for ordered date for specific order types, while defaulting sysdate for other order types.
276603.1

How To Link Receivables Credit Memo Transaction Types To OM Transaction Types?
402355.1

How to Set Up Data Collection for Order Management ATP Availability
401158.1

How to Avoid One Shipment Creating Two Invoices
396121.1

How to restrict the Customer LOV of Sales Order Form
272864.1

How to Make Order Line Notes Show on Shipping Transactions Form
290728.1

How to Turn On the Add Customer Functionality in OEXOEORD - Sales Order Form
164139.1

How To Setup a Special View Only Menu on OEXOEORD
223079.1

R12: How To Setup Multi Org Access Control (MOAC) for Order Management?
393634.1

Oracle Order Management - Shipping Additional Quantity at no extra Charge on Invoice

Issue:

You sell them 5000 units at £50 per unit. You need to give them 75 units more at no cost as these additional units replace the warranty. The customer's PO is for 5000 units but you need to ship 5075; the extra 75 units to replace any broken product. The total shipped amount is 5075 on the order but you need to invoice the customer for just 5000 units.
You currently do this via a workaround. You ship the 75 extra units at the same $50/unit. Invoice the customer and then issue a credit memo for this amount. You do not want to do this workaround any longer. 

Resolution:

1) Using OM Super User. Navigate: Setup--System Parameters--Values
Scroll down the choices until you reach Overshipment Invoice Basis.
Then set the value = Invoice Ordered Quantity

2) Set the profile option WSH: Overpicking Enabled to Yes at the Site level. 
This will enable overpicking. Overpicking uses the pick confirm transaction to pick more than the requested quantity (up to the overshipment tolerance). 
You will need to pick release with the Auto Pick Confirm parameter set to No. Then Pick Confirm (transact the move order) manually using the Oracle Inventory Transact Move Order form.

3) Set the over shipment tolernace for this specific customer and item combination.
OM Super User: Setup--Shipping Tolerances
Query for the Customer and enter the item.
Set the Over Shipment Tolerance as a percentage of the ordered qty.
(Since you give an addtional 75 away for every 5000, that equates to approximatley 1.5%)

Friday, 14 June 2013

Oracle - EAM - Basics First !

Maintenance, in all its essence, is an absolutely indispensable activity for all organizations today.

Downtimes or any damage due to malfunctioning of an equipment are most expensive and thus an immense squeeze in the profits. Almost each and every organization across industries have woken up to this fact and employ some or the other maintenance system

Furthermore to just having a system in place to take care of the maintenance activities, organizations today are moving towards most intelligent and sophisticated methods of maintenance viz. Predictive Maintenance and Reliability Centered Maintenance.

The goal of Predictive Maintenance is to perform maintenance exactly when the equipment needs it – neither earlier nor later than necessary. This essentially means tracking key indicators over time to predict when the equipment needs repair. Predictive maintenance programs measure equipment on a regular basis, track these measurements over time, and take preventive action whenever the measurements are about to go outside the operating limits. Repairing equipment as-needed requires fewer man-hours and parts than corrective maintenance.

In a similar fashion, Reliability Centered Maintenance focuses on prioritizing maintenance efforts based on equipment’s importance to operations, its downtime cost in revenue and customer loss, its cost of repair, and its impact on safety. It offers extensive analytical data to ensure that the critical equipments are identified and maintained on a priority. Reliability maintenance depends on the same measurements used in predictive maintenance, but saves additional maintenance cost by spending less effort on lesser important equipments

The EAM (Enterprise Asset Management) module in the Oracle E-Business Suite family offers these refined maintenance techniques of Predictive Maintenance as well as Reliability Centered Maintenance
But as they say, just implementing something does not ensure a job been done. It is equally important for people working with these methods to understand them thoroughly and learn how to identify potential problem areas. If an intelligent solution is implemented and work practices change accordingly, phenomenal results become apparent pretty soon.

Oracle EAM - Linear Asset Management - Overview

Most challenges in Linear Asset Management

Maintenance of linear assets (A kind of networks) is completely different from maintaining non linear assets like a fleet, machine. They through lot more challenges in modelling and executing the maintenance work compared to non linear assets. The ability to model and execute the maintenance these assets is what can tap the huge market potential in this segment.

Maintenance Assets can be broadly divided into two categories namely
a. Liner and
b. Non linear.

If we underrated non linear assets, it is easy to understand linear assets.

Non linear assets are like Plant, equipment, Machine, fleet etc., they are confined to a size and specific location etc., Maintenance of them is relatively easy.

Linear assets are not specific to single location. Linear assets can be like roads, runways, gas pipe lines, electrical transmissions, rail tracks, telecom lines etc., where they are not specific one single location. They more or less represent a network.

Many linear asset networks cross over with other networks and can also be a place holder of many non linear assets. For e:g one railway track can connect to other railway track and also holds many non linear assets like traffic control systems, stations, power generating equipment and more importantly other parallel linear asset like power cables etc., Maintaining these assets requires much more capability than maintaining non linear assets

There are many challenges that will surface in maintaining these assets. All these challenges need to be addresses adequately by any ERP to realize the benefits. Again the challenges will be different for different industries and this blog lists these challenges a generic manner.


1. Modelling of the linear assets:
As the linear assets are not confined to a single location but widely spread across some geographies, modelling of these assets is the first most challenge for any ERP. This modelling can be either engineering or visual in nature. For e.g. a metro rail network is spread across a city. Typical asset hierarchy may not work here.

2. Assigning the non linear assets to the linear assets:
Every linear asset can be a place holder for many non linear assets. For e.g. a national highway contains traffic signals, light posts at definite locations also requires maintenance.

3. Parallel networks:
There are some networks that work in parallel. A metro rail network requires a parallel power lines. Failure of any of them can result in stoppage of the services. Modelling of such networks is a challenge.

4. Intersecting networks:
Networks that cross over. Typically can operate independently but the shutting down of one network can result in shutting down of other network. A metro rail network and a road network can operate independently but the shutting down of one network can result in shutting down of other network due to cross over at some places. This requires additional tag out processes.

5. Planned downime of the network:
The linear assets or networks does not offer too much of a time for planned down time. They need to be scheduled typically on a weekend or public holidays by virtue of their connection to the public life. At times they need to be scheduled in summer only. This leaves additional challenge for the ERP systems.

6. Increased load on other networks:
At times when one network is down, the traffic is to be diverted to the other network. This mean, some networks can’t be planned for maintenance in parallel. Higher load on other networks means more usage that could result in breakdown as well.

7. Skilled personnel in performing the maintenance:
Maintaining the linear assets needs a crew (group of technicians) from different departments to work at the same time. e.g. technicians from civil and electrical departments.

8. Special equipment in performing the maintenance:
Maintaining these assets needs at times needs special crew. For e.g. a crane or excavator and their operators would be special equipment in executing the maintenance of these assets. Also arranging the required consumables to complete the maintenance work location requires initial assessment and planning.

9. Work orders planning and execution:
Work order planning and execution requires much more co-ordinated process than non linear assets. For e.g. arranging the crew from different departments, approvals from other departments even though the other department is not involved in the maintenance work. At times the maintenance of all networks is to be combined due to geographical constraints and same crew members. This also requires additional tag out processes.

10. Maintenance analytics:
Apart from planning and executing the work, the ERP should generate the required analytics like down time trend, cost of maintaining the network, allocation of the costs to different networks etc., requires additional features

Any ERP that can beat these challenges is sure to tap the huge market and we will see how Oracle EAM is offering various solutions to address these challenges

Oracle EAM and GIS Integration Setup and Overview

 
Geographic Information System (GIS) is an information system for storing, analyzing, managing and presenting digital data such as geographic features present on the Earth’s surface using spatial references.
 
Some of the GIS solutions available in the market are ESRI, Google Maps, Oracle Spatial, etc.
 

A Geocode (Geospatial Entity Object code) is a representation format of a geospatial coordinate measurement used to provide a standard representation of an exact geospatial point location on the earth. For example, the format (41°54’12″N, 87°37’35″W) indicates latitude, longitude of a unique location on earth.

Latitude gives the location of a place on earth north or south of the equator. Lines of Latitude are the horizontal lines shown running east-to-west on maps. Latitude is given as an angular measurement ranging from 0° at Equator to +90° at North Pole and -90° at South Pole.
An example of a latitude in DMS (Degrees Minutes Seconds) format is 41°54’12″N

Longitude is the east-west geographic coordinate measurement. Longitude is given as an angular measurement ranging from 0° at the prime meridian to +180° eastward and −180° westward.
An example of a longitude in DMS (Degrees Minutes Seconds) format is 87°37’35″W

Release 12.1.1 enables GIS Integration using web based source map viewer of Google maps and provision is given to allow assets/ instances to be geocoded so that they can be spatially located on the map viewer. All item instances, i.e. EAM Assets and OAT instances are eligible to be geocoded and viewed in the Asset map viewer

Release 12.1.1 provides ability so that item instances can have a provision to capture their geocodes i.e. Latitude and Longitude. This can be done either manually through a mass data entry page or automatically through an API. 
In Enterprise Assets Maintenance, users can search for any EAM assets using simple/ advanced search, enter geocodes for the assets using the ‘Mass Geocode Entry’ form, then locate the resulting asset on the map viewer by invoking the ‘Map All’ button. Alternatively, users can navigate to the Asset details page and locate the particular asset on the map viewer.

When a user selects any asset icon on the map viewer, details such as Asset Number, Description, Asset Group, Owning Department, Asset Location and Geocodes are displayed in a pop up. Also, hyperlinks are displayed for performing the following actions:

1. View asset details page
2. Create work request
3. Create work order
4. View open work requests
5. View open work orders
6. View Graphical Asset hierarchy.
 
 
When user selects any of the above actions, the page control is transferred to the appropriate tab in EAM responsibility with the context of the asset number selected. All other details corresponding to the selected asset number are defaulted when the page is rendered

SETUP STEPS

To enable the GIS Integration using Google Map feature, follow these instructions:
1. Set the following profile options:
  • (R) System Administrator
  • (N) Profile > Systems
    • ‘CSI: Mapviewer Name’ = Google
Profile value can be set at any level.
    • ‘CSI: Google Registration key’
This profile hold the complete registration key (license key) for the Google Maps and can be set at any level
    • ‘CSI: Google Map Client ID’
This profile hold the client ID for the licensed copy of
Google Maps and can be set at any level,
Contact Google to obtain Map Registration Key and Map Client ID
 
In R12.1.1, ‘Google’ and ‘Custom’ are the seeded values for ‘CSI: Mapviewer Name’ profile option. However, more look up values might be added in future releases based on other supported map viewers. If no value is set for this profile, then it is assumed that GIS integration is not intended. If it is set to ‘Google’, then GIS Integration with Google map is activated. If it is set to ‘Custom’, then GIS Integration with custom map viewer is activated. Custom source maps usually show details to a greater extent compared to the default images provided. Custom source maps can be either made by a tool if geocodes are available or a satellite imagery can be taken. Each source map viewer supports few specific formats of the custom source maps like Oracle Spatial supports 1 or 2 ESRI formats. Custom source maps in case of Utility industry can be entire stretch of utilities with associated information
2. Associate the function ‘Map All’ to the responsibility meant for accessing Maintenance user’s menu.
  • (R) System Administrator
  • (N) Application > Menu
    • Query for “EAM_MAINTENANCE_UNIT_SEARCH” menu.
    • Add the function ‘Map All’
Associating the ‘Map All’ function to the responsibility will enable ‘Map All’ button and ‘Map’ button to EAM/ OAT responsibilities.
3. Enter geocodes for assets/instances manually using the ‘Mass Geocode Entry’ form:
  • (R) Maintenance Super User responsibility
  • (N) Assets > Mass Geocode Entry
    • Query for an Asset Number
    • Enter geaocodes for the Asset
    • Save

Note: Geocode information capture can be allowed of all item instances, both customer and enterprise owned. except for Non-serial Rebuildables, Asset Routes and Systems

Geocode API: Geocodes can be entered for assets/instances using CSI_GIS_INSTANCE_LOC_PUB. IMPORT_INSTANCE_GEO_LOCATION Import API. This will enable mass entries for goecodes and save time. This Import API has been included in csipgilb.pls & csipgils.pls and meant to populate the CSI_II_GEOLOC_INTERFACE interface table
 
 
4. View the EAM Assets on Google Map:
  •   (R) Maintenance Super User
  •   (N) Assets > Capital
    • Query for an Asset Number
    • Click ‘Map All’ button to locate the asset in the Google Map Viewer

Note: Function ‘Map All’ need to be associated to the responsibility meant for accessing Maintenance user’s menu. By default, this function is not associated to any Maintenance responsibility

Tuesday, 5 July 2011

CRP and all about its Approach !!

Welcome first time implementor !!!

Apologies if you are not, but this is really what I thought when you landed on this page.

CRP... a buzz word amongst ERP implementors (one of them being me!) n more often you are challenged to prove your metal in IT world with how good and goregeous your CRP is ... 90 % of time its measurement for an ability for functional consultant !!!

Lets get serious now!


What is a CRP?

The definition of prototyping, or a conference room pilot (CRP) is “a product model constructed for testing and
evaluation to see how the product performs before releasing the product to manufacture.” A conference room pilot is
exactly that, a prototyping of the software functionality and customizations prior to releasing the product to the end
user.
Each customization should be prototyped and executed during a series of detailed pilots or module walk-throughs.
Each pilot should be designed to target a specific stage, event, or business process of the enterprise during an
implementation and should determine success or failure as the outcome.
Some organizations may want to have separate module walk-through or prototyping sessions for departmental
customizations. The entire project team should participate in the execution of the CRP, validating the interoperability
of the business processes and customizations.
The objective of this paper is to walk through the steps required to design an effective CRP. The diagram
(Figure 1)
depicts the process, with subsequent pages providing additional supporting information for each stage.
Where to begin?
The best place to start is to describe the overall process of a CRP. Obviously this is only one approach, and there are
many ways in which a CRP can be defined and executed. Here is an approach that we’ve used in the past that has
been very successful. The diagram below
To assist in documenting the future organization the creation of documents known as the future business models are
created. These will become the “to be business model” documents for your organization. These will also become the
driving force behind the creation of your new organization. These future models will be reorganized to fit the Oracle
Applications, and another new document gets created, called business scenarios. These business scenarios are
mapped to fit the terminology and functionality of the Oracle Application modules.
(Figure 1) describes the steps of getting to a CRP.
Stage 2:Definition Stage 3:Execution
Stage 1: Identification
Generate List of'
Business Scenarios
Analyze Current
Business Processes
Determine Current
Business Requirements
Define Future
Business Processes
Determine Future
Business Requirements
Create Testing Scenarios
Create Master
CRP Plan
Create Business
Scenario Scripts
Create Testing
Scenarios Scripts
Execute CRP
Schedule Resources
Execute CRP
Execute CRP
Success!
1
3
2
Create Training Scenarios
Create Training
Scenarios Scripts
Resolve CRP Issues/Problems
Figure 1