Overview of Setting Up
Oracle Applications Implementation Wizard
If you are implementing more than one Oracle Applications product, you may want to use the Oracle Applications Implementation Wizard to coordinate your setup activities. The Implementation Wizard guides you through the setup steps for the applications you have installed, suggesting a logical sequence that satisfies cross-product implementation dependencies and reduces redundant setup steps. The Wizard also identifies steps that can be completed independently--by several teams working in parallel--to help you manage your implementation process most efficiently.
You can use the Implementation Wizard as a resource center to see a graphical overview of setup steps, read online help for a setup activity, and open the appropriate setup window. You can also document your implementation, for further reference and review, by using the Wizard to record comments for each step.
Set Up Oracle Applications Technology
The setup steps in this chapter tell you how to implement the parts of Oracle Applications specific to Oracle Service.
The Implementation Wizard guides you through the entire Oracle Applications setup, including system administration. However, if you do not use the Wizard, you need to complete several other setup steps, including:
- performing system-wide setup tasks such as configuring concurrent managers and printers
- managing data security, which includes setting up responsibilities to allow access to a specific set of business data and complete a specific set of transactions, and assigning individual users to one or more of these responsibilities
Also, if your product uses Oracle Workflow to, for example, manage the approval of business documents or to derive Accounting Flexfield values via the Account Generator, you need to set up Oracle Workflow.
See Also
Implementation Wizard
Oracle System Administration
Oracle Workflow
To set up Oracle Service for your organization:
Attention: You must install Oracle Order Entry/Shipping and Oracle Inventory if you use all of Oracle Service's modules. You need not do this if you only use the service requests module.
1. Install Oracle Service.
2. Define your time units of measure in Oracle Inventory.
3. Set up and customize your workflows.
4. Set your profile options.
Profile options specify how Oracle Service controls access to and processes data. Profile options can be set at the following levels: site, application, responsibility, and user. See: Oracle Service Profile Options.
Note: The following profile options are required for Oracle Order Entry/Shipping forms to function: OE:Item Validation Organization, OE:Default CP_Selection Attribute, Service:Time Unit of Measure, Service:Day Unit of Measure, Service:Month Unit of Measure.
5. Set your Oracle Service system parameters.
6. Define customer product statuses.
7. Define customer product types.
8. Define system types. System type QuickCodes categorize your user-defined systems, which are logical groupings of customer products.
9. Define order transaction types.
Order transaction types specify whether order lines result in new customer products or enhanced (upgraded, replaced, or revised) customer products. See: Setting Up Order Transaction Types.
10. Define transaction groups.
11. Define service coverage.
Service coverage reflects the service request reporting time stated in days and hours, and the repair expenses supported by the service program. See: Setting Up Service Coverages.
12. Define serviceable products using Oracle Inventory.
13. Define service programs and base warranties using Oracle Inventory.
Service programs and warranties must be set up as items with a time unit of measure. See: Time Units of Measure.
14. Set up field service personnel.
15. Define your field support levels and service groups.
16. Define dispatch rules to use when assigning support personnel to service requests.
17. Define service availability to determine availability of specific service programs, if needed.
18. Define renewal reasons.
19. Define Termination Reasons.
20. Define request and action statuses.
21. Define request severities and urgencies.
22. Define service request and action types.
Service request and action types categorize requests and actions, and allow you to process requests and actions in different ways. See: Setting Up Service Request Types.
23. Define problem and resolution codes for service request tracking.
24. Define message action requests.
These codes describe the types of message actions you can request when you send a message from the installed base, service requests, or depot repair modules. See: Setting Up Message Action Codes.
25. Define call types and call follow-up types.
26. Define diagnosis codes and reject repair reasons for tracking depot repair.
27. Schedule concurrent processes.