This chapter documents procedures for using Repair Purchase Orders to repair defective parts for the replenishment of a field service warehouse.
This chapter covers the following topics:
The external repair execution process begins in Warehouse Replenishment Planning. For a general description of the process flow, see Integration with Warehouse Replenishment Planning.
When a planner approves a planned repair order in the Warehouse Replenishment Planning user interface, or creates a planned repair order manually, the system automatically creates a repair purchase requisition when the repair supplier is an external supplier. To approve a planned repair order, see the procedure titled: Executing Planned Orders.
Execution of the planned repair order in Warehouse Replenishment Planning creates the requisition in the initial status: Requisition Incomplete. You can view the requisition in Repair Purchase Order Details, but the requisition is not visible to the buyer until the Requisition Import concurrent program completes and the requisition is updated to Approved status.
After the system creates the requisition, use this procedure to search for and view a repair purchase requisition or a repair purchase order.
Prerequisites
Steps
Navigate to the Search Repair Purchase Orders page.
The Search Repair Purchase Orders page appears.
To search for a requisition, enter search criteria. If you know the requisition number, enter the number the Requisition field. Click Go.
Search criteria include:
Purchase order (not yet created)
Requisition (number)
Repair to Item (ID number)
Repair Supplier
Destination Organization
Defective (source) Organization
The table populates with requisitions that match the search criteria. Information includes:
Requisition number
Repair to item
Creation date
Repair program
Status
Repair supplier
Destination warehouse
Defective warehouse
Need date
Delivery date
To view details, click the Show details ' + ' icon.
Note: After the repair requisition has been initially created from Warehouse Replenishment Planning, the requisition is in Requisition Incomplete status in Transaction Details in the Repair Purchase Order Details user interface.
Use this procedure to approve a requisition and update the Transaction status from Requisition Incomplete to Requisition Approved in the Repair Purchase Order Details user interface.
Prerequisites
Steps
Complete the Searching for and Viewing a Repair Requisition procedure to populate the table on the Search Repair Purchase Orders page with the requisition that you want to approve.
In the row for the requisition, click the Update icon.
The Repair Purchase Order Details page appears.
View the Repair Purchase Requisition. Verify that the transaction status is Requisition Incomplete.
Run Requisition Import
Navigate to the Submit Request window for the Requisition Import concurrent program.
The Submit Request window appears.
In the Name field, enter Requisition Import, and press the Tab key.
The Parameters window appears.
Click OK.
The Parameters window closes.
On the Submit Request window, click Submit.
Note: After the Requisition Import program completes, the buyer can view, approve, and process the repair requisition. The buyer can see that the requisition is a repair requisition in two ways:
Note to Buyer: Populated with Repair Program
Requisition Attachments: Displays the defective parts and quantities that will be shipped to the repair supplier
Run Generate Repair Purchase Order Execution Details
Run the Generate Repair Purchase Order Execution Details concurrent program to update the Requisition status. Navigate to the Submit Request window.
The Submit Requests window appears with the "Generate repair purchase order execution details" in the Name field.
Note: You must run the Generate Repair Purchase Order Execution Details concurrent program each time after the Repair Purchase Order Details user interface is updated.
Click Submit.
There are no parameters for this program.
Search for and view the requisition in the Repair Purchase Order Details user interface. See the procedure Searching for and Viewing a Repair Requisition.
The Transaction column updates from Requisition Incomplete to Requisition Approved in the Transaction Details section of the user interface.
The repair purchase order is used to purchase the repair service from the repair supplier for the defective parts. The repair purchase order is also used to receive the repaired parts back into the field service warehouse that is being replenished and to pay the repair supplier for the repair service. Using standard Oracle Purchasing, you can either automatically create or manually create the repair purchase order.
Standard Oracle Purchasing functionality is used to create a Repair Purchase Order from the Repair Requisition and approve the purchase order. See Purchasing User Guide.
When the repair purchase order is updated to Approved status in Purchasing, the internal order required to ship the defective parts to the repair supplier is automatically created.
Note: To facilitate the processing of the internal order and tracking defective parts, the repair suppliers are setup as inventory organizations. This setup is covered in detail in the Field Service Implementation Guide.
Run the Generate Repair Purchase Order Execution Details concurrent program to update the Repair Purchase Order Details.
Search for and view the requisition and purchase order in the Repair Purchase Order Details user interface. In the Repair Purchase Order Details user interface:
The purchase order will appear in the Header and Transaction Details.
The Internal Order will appear in Transaction Details if the purchase order has been approved.
The Internal Order will appear in Transaction Details as Internal Order Created, along with indicative details relating to the internal order.
When the repair purchase order is updated to Approved status in Purchasing, the internal order that is used to ship the defective parts to the repair supplier is automatically created when you run the Generate Repair Purchase Order Execution Details concurrent program.
Steps
Search for and view the repair requisition and repair purchase order in the Repair Purchase Order Details user interface.
In the Repair Purchase Order Details user interface, the Internal Order appears in Transaction Details as Internal Order Created, along with indicative details relating to the internal order.
Oracle Order Management is used to process the internal order through the pick, pack, and shipment processes. See Order Management User Guide for guidance on how this processing works.
Run the Generate Repair Purchase Order Execution Details concurrent program to update the Repair Purchase Order Details.
Search for and view the repair requisition and repair purchase order in the Repair Purchase Order Details user interface.
In the Repair Purchase Order Details user interface, the Internal Order appears in Transaction Details a second time as Internal Order Shipped, along with indicative details relating to the shipment.
Receiving at the repair supplier can either be automated (direct) or manual (not direct), depending on how the Shipping Network between the defective warehouse and the repair supplier has been setup in Oracle Inventory. Direct receiving results in the shipment showing as having been received at the repair supplier as soon as the Ship Confirm transaction has executed at the defective warehouse. Manual receiving is transacted when the shipment is physically received at the repair supplier.
Prerequisites
Steps
Run the Generate Repair Purchase Order Execution Details concurrent program to update the Repair Purchase Order Details.
Search for and view the requisition and purchase order in the Repair Purchase Order Details user interface.
In the Repair Purchase Order Details user interface, the Internal Order appears in Transaction Details a second time as Internal Order Received, along with indicative details relating to the receipt.
The system automatically creates the WIP Order when the internal order is received (either direct or non-direct) at the repair supplier. The WIP order is used to transform the defective parts into repaired parts. In the case of a supersession, the order is used to transform the item number.
Steps
Run the Generate Repair Purchase Order Execution Details concurrent program to update the Repair Purchase Order Details.
Search for and view the requisition and purchase order in the Repair Purchase Order Details window.
In the Repair Purchase Order Details window, the WIP Order appears in Transaction Details as WIP Incomplete, along with indicative details relating to the WIP Order.
Run the WIP Mass Load concurrent program to complete the creation of the WIP Order.
Navigate to the Submit Request window.
The Submit a New Request window appears.
On Submit a New Request, in response to "What type of request do you want to run?", select the Single Request radio button. Click OK.
The Submit Request window appears.
In the Name field, enter: %Mass%, and then press the Tab key.
The Name field populates with WIP Mass Load. The Parameters window appears.
Enter parameters. Use the WIP Order number for the Group ID.
Search for and view the requisition and purchase order in the Repair Purchase Order Details window.
In the Repair Purchase Order Details window, the WIP Order appears in Transaction Details as WIP Complete, along with indicative details relating to the WIP Order.
Adjustment transactions are used for receiving discrepancies and other reconciliations that are required to account for miscellaneous losses and gains while the parts are at the repair supplier. Scrap transactions are used to account for repair scrap during the repair process when it is determined that a defective part cannot be repaired. Adjustment and Scrap transactions show in summary in the header and they update the balance due. The Adjustment and Scrap transactions are also shown in the Transaction Details section of the user interface.
Steps
Complete the Searching for and Viewing a Repair Requisition procedure to navigate to the Repair Purchase Order Details window.
The Repair Purchase Order Details window appears.
In the Transaction Details region, click Adjustment or Scrap. Depending on the button selected, either an Adjustment line or a Scrap line appears with fields for Date, Defective (item number), and Quantity.
Click Apply. View the changes to the Adjustment or Scrap summary in the Header and the Balance Due field.
The repaired parts are shipped by the repair supplier and received at the field service warehouse that is being replenished. Oracle Purchasing is used to process the receipt at the field service warehouse. See Oracle Purchasing User Guide for details on how this processing works. The receipt at the field service warehouse causes a backflushing process to occur at the repair supplier organization:
The WIP Order at the repair supplier is completed and the receipt quantity is received into the Finished Repair sub-inventory.
The receipt quantity is transacted out of the Finished Repair sub-inventory.
Steps
Run the Generate Repair Purchase Order Execution Details concurrent program to update the Repair Purchase Order Details.
Search for and view the requisition and purchase order in the Repair Purchase Order Details window.
In the Repair Purchase Order Details window the Purchase Order appears in Transaction Details a second time as Purchase Order Received, along with indicative details relating to the receipt.