Oracle Depot Repair Information Discovery Plus

This chapter covers the following topics:

Overview

You can use Oracle Depot Repair Information Discovery Plus to search and filter the most critical service data in a single location and drill down to get more detailed information enabling you to take action using that information. As a service manager or a service technician, you can access the Repair Orders Dashboard. If you are a claims manager or a claims administrator, then you can access the Supplier Warranty Claims Dashboard. You use these dashboards to review and analyze data using key Performance Indicators (KPIs), performance evaluation metrics, charts, graphs, and tables.

You can search using Oracle Depot Repair dashboard pages and Endeca Information Discovery (EID) design tools. These pages are hosted in an EID environment, and called from new container pages in EBS.

Oracle Depot Repair Information Discovery Plus User Interface and Integration

Oracle Depot Repair Information Discovery Plus User Interface

Oracle Depot Repair Information Discovery Plus consists of two dashboards. Service managers and service technicians can access the Repair Orders Dashboard, and claims managers and claims administrators can access the Supplier Warranty Claims Dashboard.

Repair Orders Dashboard Page

Service managers and service technicians use the Repair Orders Dashboard page to view open and resolved orders to deal with current high-impact issues that need immediate resolution and to gather business intelligence and analysis of historical data. The Repair Orders Dashboard page consists of two tabs - Open and Resolved.

Open Tab

The Open tab in the Repair Orders page displays information about open orders and displays information and data graphically and in tabular format. The page consists of the following regions and components:

The Open tab page contains filtering components that you can use to search, navigate and filter the data displayed in other components:

Region Components
Tip Displays the date on which the data was last refreshed.
Search The Search component allows you to submit keyword searches and provides type-ahead suggestions displaying attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text.
Selected Refinements The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the attribute groups to view and select attribute names.
Alerts (Open and Resolved) Displays the open and resolved alerts.
Service Order Metrics

  • Open Service Orders

  • Escalated

  • Aging

  • On Hold

  • Late

  • Unassigned
Item Name Tag Cloud This tag cloud displays the distribution of all items in the result set.
Key Reports

  • Due Date

    • Number of Repair Orders by Due Date

  • Status

    • Number of Repair Orders by Status

  • Owner

    • Number of Repair Orders by Owner

  • Item

    • Number of Repair Orders by Item
Service Orders

  • Column Set: Repair Order

    • Repair Number

    • Repair Item

    • Launch Technician Portal

    • Launch Workbench

    • Repair Type

    • Flow Status

    • Quantity

    • Creation Date

    • Resolve by Date

    • Promise Date

    • Date Closed

    • Item Description

    • Serial Number

    • Owner

    • Repair Org

    • Inventory Org

    • Repair Priority

    • Problem Description

    • Escalated

    • Warranty Status

    • Instance Number

    • External Reference

    • Instance Usage

    • Install Location

    • Contact Number

    • Lot Number

    • Item Revision

    • Aging

    • Rework

    • Created By

    • Flow Status External

    • Quantity Received

    • Quantity Shipped

    • Quantity in WIP

    • Late

    • Service Code

    • Service Code Description

    • Diagnostic Code Description

    • Root Cause

    • Root Cause Description

    • Time in Status Formatted

    • Turn Time

    • Resolution Time

    • Time in Status

  • Column Set: Service Request

    • Repair Number

    • Repair Item

    • Launch Technician Portal

    • Service Request

    • Customer

    • Account Name

    • Summary

    • Bill To

    • Ship To

    • Owner

    • Contact

    • Contact Phone

    • Contact Email

    • Type

    • Severity

    • Urgency

    • Status

    • Item

    • Item Description

    • Creation Date

    • Created By

    • Channel

    • Account Number

    • Customer Type

    • Ship To City

    • Ship To Country

    • Customer Number

    • Date Closed

  • Column Set: Logistics

    • Repair Number

    • Repair Item

    • Launch Technician Portal

    • RMA Number

    • RMA Item

    • Receive Into Warehouse

    • Receive Into Subinventory

    • Return from Location

    • Return Reason

    • Date Received

    • Sales Order

    • Ship Item

    • Ship From Org

    • Ship To Location

    • Planned Arrival Date

    • Date Shipped

    • RMA Creation Date

  • Column Set: Internal Orders

    • Repair Number

    • Repair Item

    • Launch Technician Portal

    • Internal Sales Order

    • Internal Order Item

    • Ship From Org

    • Receive Into Org
Notifications This displays notifications in a tabular format.

Resolved Tab

The Resolved tab in the Repair Orders page displays information about resolved orders and displays information and data graphically and in tabular format. The page consists of the following regions and components:

The Resolved tab page contains filtering components that you can use to search, navigate and filter the data displayed in other components:

Region Components
Tip Displays the date on which the data was last refreshed.
Search The Search component allows you to submit keyword searches and provides type-ahead suggestions displaying attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text.
Selected Refinements The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the attribute groups to view and select attribute names.
Repair Order Metrics

  • Total Resolved Orders

  • Meet Rate

  • Rework Rate

  • Turn Time (Minutes)

  • Hold Time (Minutes)

  • Orders Closed/Day

  • Orders Opened/Day
Key Reports

  • Late Orders

    • Late Repair Orders - Number of Late Repair Orders By Owner

    • Late Repair Orders - Number of Late Repair Orders By Repair Item

  • Rework

    • Rework Orders - Number of Rework Orders by Owner

    • Rework Orders - Number of Rework Orders by Item

  • Turn Time

    • Turn Time - Average Turn Time (Minutes) by Owner

    • Turn Time - Average Turn Time (Minutes) by Repair Item.

  • Hold Time

    • Hold Time - Average Hold Time by Owner

    • Hold Time - Average Hold Time by Repair Item

  • Time in Status

    • Time in Status - Average Time in Status (Minutes) by Status
Repair Orders

  • Column Set: Repair Order

    • Repair Number

    • Repair Item

    • Launch Technician Portal

    • Launch Workbench

    • Repair Type

    • Status

    • Quantity

    • Creation Date

    • Resolve by Date

    • Promise Date

    • Date Closed

    • Item Description

    • Serial Number

    • Owner

    • Repair Org

    • Inventory Org

    • Repair Priority

    • Problem Description

    • Escalated

    • Warranty Status

    • Instance Number

    • External Reference

    • Instance Usage

    • Install Location

    • Contact Number

    • Lot Number

    • Item Revision

    • Aging

    • Rework

    • Created By

    • Flow Status External

    • Quantity Received

    • Quantity Shipped

    • Quantity in WIP

    • Late

    • Service Code

    • Service Code Description

    • Diagnostic Code

    • Diagnostic Code Description

    • Root Cause

    • Root Cause Description

    • Time in Status Formatted

    • Turn Time

    • Resolution Time

    • Time in Status

  • Column Set: Service Request

    • Repair Number

    • Repair Item

    • Launch Technician Portal

    • Service Request

    • Customer

    • Account Name

    • Summary

    • Bill To

    • Ship To

    • Owner

    • Contact

    • Contact Phone

    • Contact Email

    • Type

    • Severity

    • Urgency

    • SR Status

    • Item

    • Item Description

    • Creation Date

    • Created By

    • Channel

    • Account Number

    • Customer Type

    • Ship To City

    • Ship To Country

    • Customer Number

    • Date Closed

  • Column Set: Logistics

    • Repair Number

    • Repair Item

    • Launch Technician Portal

    • RMA Number

    • RMA Item

    • Receive Into Warehouse

    • Receive Into Subinventory

    • Return from Location

    • Return Reason

    • Date Received

    • Sales Order

    • Ship Item

    • Ship From Org

    • Ship To Location

    • Planned Arrival Date

    • Date Shipped

    • RMA Creation Date

  • Column Set: Estimate

    • Repair Number

    • Repair Item

    • Launch Technician Portal

    • Approval Status

    • Estimate Status

  • Column Set: Repair Actuals

    • Repair Number

    • Repair Item

    • Launch Technician Portal

    • Bill To Location

    • Bill To Party

    • Bill To Account

    • Bill To Account Name

  • Column Set: Jobs

    • Repair Number

    • Repair Item

    • Launch Technician Portal

    • Jobs

    • Item

    • Job Status

    • Accounting Class

    • Creation Date

    • Operation Code

    • Department

    • Material Details

    • Requisition

    • Requisition Type

    • Requisition Status

  • Column Set: RO Tasks

    • Repair Number

    • Repair Item

    • Launch Technician Portal

    • Name

    • Task Status

    • Priority

    • Type

    • Owner Type

    • Owner

    • Assignee Type

    • Assignee

    • Planned Start Date

    • Actual Start Date

    • Actual End Date

    • Scheduled Start Date

    • Scheduled End Date

  • Column Set: SR Tasks

    • Repair Number

    • Repair Item

    • Launch Technician Portal

    • Name

    • Type

    • Priority

    • Task Status

    • Owner Type

    • Owner

    • Assignee Type

    • Assignee

    • Planned Start Date

    • Actual Start Date

    • Actual End Date

    • Scheduled Start Date

    • Scheduled End Date

  • Column Set: Internal Orders

    • Repair Number

    • Repair Item

    • Launch Technician Portal

    • Internal Sales Order

    • Internal Order Item

    • Ship From Org

    • Receive Into Org
Record Details Displays details of the selected Repair Number.
Notifications This displays notifications in a tabular format.

Supplier Warranty Claims Dashboard Page

Claims managers and claims administrators can access the Supplier Warranty Claims Dashboard page to view open and resolved orders to gather business intelligence and analysis of historical data. The Supplier Warranty Claims Dashboard page consists of two tabs - In Process and Closed.

In Process Tab

The In Process tab in the Supplier Warranty Claims Dashboard page displays information about in process claims and displays information and data graphically and in tabular format.

The page consists of the following regions and components:

Region Components
Tip Displays the date on which the data was last refreshed.
Search The Search component allows you to submit keyword searches and provides type-ahead suggestions displaying attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text.
Selected Refinements The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the attribute groups to view and select attribute names.
Claims In Process Metrics

  • Claims in Process

  • Amt of Claims in Process

  • Aging Claims

  • Amt of Aging Claims

  • Disputed Claims

  • Currency Code
Key Reports

  • Aging

    • Number of Aging Claims

    • Amount of Aging Claims

  • Suppliers

    • Number of Claims By Supplier

    • Total Claim Amount By Supplier

  • Status

    • Number of Claims By Claim Status

    • Total Claim Amount By Claim Status

  • Parts

    • Number of Claim Lines

    • Total Claim Line Amount
Supplier Warranty Claims

  • Column Set: Claim

    • Claim Number

    • Claim Name

    • View Claim

    • Status

    • Total Claim Amount

    • Currency Code

    • Claim Date

    • Creation Date

    • Month

    • Year

    • Quarter

    • Claim Notes

  • Column Set: Supplier

    • Claim Number

    • Claim Name

    • View Claim

    • Supplier Name

    • Account Number

    • Contact Name

    • Area Code

    • Phone Number

    • Email

    • Bill To Address

    • Ship To Address
Supplier Warranty Claim Details Displays the details of the selected Claim Number
Supplier Tag Cloud This tag cloud displays the distribution of all suppliers with claims in the result set.
Notifications This displays notifications in a tabular format.

Closed Tab

The Closed tab in the Supplier Warranty Claims Dashboard page displays information about closed claims and displays information and data graphically and in tabular format.

The page consists of the following regions and components:

Region Component
Tip Displays the date on which the data was last refreshed.
Search The Search component allows you to submit keyword searches and provides type-ahead suggestions displaying attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text.
Selected Refinements The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the attribute groups to view and select attribute names.
Closed Claims Metrics

  • # of Settled Claims

  • Amt of Settled Claims

  • # of Rejected Claims

  • Amt of Rejected Claims

  • Amt Short Paid

  • Average Days to Settle

  • Settlement Rate

  • Currency Code
Key Reports

  • Suppliers

    • Number of Claims By Supplier

    • Total Claim Amount By Supplier

  • Parts

    • Number of Claim Lines

    • Total Claim Line Amount

  • Turn Time

    • Average Turn Time By Supplier

  • Short Payments

    • Number of Short Payments By Supplier

    • Total Amount of Short Payments By Supplier

  • Rejections

    • Number of Rejected Claims By Supplier

    • Total Amount of Rejected Claims By Supplier
Supplier Warranty Claims

  • Column Set: Claim

    • Claim Number

    • Claim Name

    • View Claim

    • Status

    • Total Claim Amount

    • Currency Code

    • Claim Date

    • Creation Date

    • Month

    • Year

    • Quarter

    • Claim Notes

  • Column Set: Reimbursement

    • Claim Number

    • Claim Name

    • View Claim

    • Reimbursement Type

    • Reimbursement Amount

    • Currency Code

    • Reimbursement Date

    • Reimbursement Notes

    • Reference Document

  • Column Set: Supplier

    • Claim Number

    • Claim Name

    • View Claim

    • Supplier Name

    • Account Number

    • Contact Name

    • Area Code

    • Phone Number

    • Email

    • Bill To Address

    • Ship To Address
Supplier Warranty Claim Details Displays the details of the selected Claim Number
Supplier Tag Cloud This tag cloud displays the distribution of all suppliers with claims in the result set.
Notifications This displays notifications in a tabular format.

Oracle Depot Repair Information Discovery Plus Product Configuration

Overview

Complete the Oracle Depot Repair Information Discovery Plus product configuration after the installation and common configurations are completed as described in the Installing Oracle E-Business Suite Information Discovery, Release 12.1 V7 document (Doc ID: 2165363.1).

Set up Oracle Depot Repair Information Discovery Plus Integration

  1. Add the Depot: Endeca Access Role to any predefined Oracle Depot Repair responsibility or to any custom Depot Repair responsibility. Update the Grant CSD_ENDECA_ACCESS_GRANT and the Permission Set CSD_ENDECA_ACCESS_PS.

    See: Oracle E-Business Suite System Administrator's Guide - Security for more information on how to assign roles.

    See: Grants in Oracle Depot Repair Information Discovery Plus

    See: Permission Sets in Oracle Depot Repair Information Discovery Plus

    See: Oracle E-Business Suite System Administrator's Guide - Security for more information on how to assign roles.

    See: Appendix C: Adding Roles to Responsibilities and Setting Security Context in Installing Oracle E-Business Suite Information Discovery, Release 12.1 V7 document (Doc ID: 2165363.1)

  2. Run the Full Graph to complete the initial data load for Oracle Depot Repair Information Discovery.

    See: Installing Oracle E-Business Suite Information Discovery, Release 12.1 V7 (Doc ID: 2165363.1)

  3. Run the Full Load Graph.

    See: Running the Full Load Graph

  4. Set up the Scheduler.

    See: Setting Up the Scheduler to Load Incremental Graphs

Running the Full Load Graph

Once you have run the full load graph in accordance with the Installing Oracle E-Business Suite Information Discovery, Release 12.1 V7 document (Doc ID: 2165363.1), attribute configuration is loaded for all seeded attributes. Additionally, you need to run the following full data loads as follows:

To run a full Endeca Refresh on the Integrator Server

  1. Login to Integrator server using your Clover login.

  2. Click the Scheduling tab.

  3. Select the New Schedule link.

  4. Enter a Description for the scheduler, for example, Depot Repair Full Load Load Scheduler.

  5. Select Periodic as the Type.

  6. Select by interval as the Periodicity.

  7. Enter a start date and time in the Not active before date/time field.

  8. Enter an end date and time in the Not active after date/time field.

  9. Enter a value in the Interval (minutes) field.

  10. Ensure you select the Fire misfired event as soon as possible check box.

  11. Select Execute graph from the Task Type list.

  12. Select csd from the Sandbox list.

  13. Select graph/FullLoadConfig.grf from the Graph list.

  14. Click Create to set the scheduler.

Setting Up the Scheduler for Incremental Refresh

Once the Full graph is run in accordance with the Installing Oracle E-Business Suite Information Discovery, Release 12.1 V7 document (Doc ID: 2165363.1), initial data load for Oracle Depot Repair Information Discovery Plus is complete. For incremental refresh, you must determine how often the Endeca data should be refreshed from EBS depending upon your organizational requirements. Oracle recommends that you keep this near real time. As the data is updated in the EBS, you need to ensure it is updated in the endeca MDEX server. You set up the Scheduler to load incremental graphs depending on the volume of information requiring update.

To set up the scheduler

  1. Login to Integrator server using your Clover login.

  2. Click the Scheduling tab.

  3. Select the New Schedule link.

  4. Enter a Description for the scheduler, for example, Depot Repair Incremental Load Scheduler.

  5. Select Periodic as the Type.

  6. Select by interval as the Periodicity.

  7. Enter a start date and time in the Not active before date/time field.

  8. Enter an end date and time in the Not active after date/time field.

  9. Enter a value in the Interval (minutes) field.

  10. Ensure you select the Fire misfired event as soon as possible check box.

  11. Select Start a graph from the Task Type list.

  12. Select csd from the Sandbox list.

  13. Select graph/IncrementalLoadConfig.grf from the Graph list.

  14. Click Create to set the scheduler.

Technical Integration Components

Roles in Oracle Depot Repair Information Discovery Plus

Grants in Oracle Depot Repair Information Discovery Plus

Permission Sets in Oracle Depot Repair Information Discovery Plus

Views and Joins to Load Oracle Depot Repair Information Discovery Plus

The following views are used by the ETL layer in Oracle Endeca to load and display Oracle Depot Repair Information Discovery Plus data to the Oracle Endeca data store:

Menus and Functions in Oracle Depot Repair Information Discovery Plus

The following functions are available for the Depot Repair Depot Menu (CSD_DEPOT_MENU) in Oracle Depot Repair Information Discovery Plus:

Function Code User Function Name Function Type Web HTML Call
CSD_ENDECA_SUPWAR_DASHBOARD_PG Supplier Warranty Claims Dashboard JSP OA.jsp?page=/oracle/apps/csd/endeca/supwar/webui/EndecaSupwarrantyPG
CSD_ENDECA_REPAIRS_DASHBOARD_PG Repair Orders Dashboard JSP OA.jsp?page=/oracle/apps/csd/endeca/ro/webui/EndecaRepairDashboardPG

The following functions are available for the Depot Repair Supplier Warranty Menu (CSD_SUPPLIER_WARRANTY_SUBMENU) in Oracle Depot Repair Information Discovery Plus:

Function Code User Function Name Function Type Web HTML Call
CSD_ENDECA_SUPWAR_DASHBOARD_PG Supplier Warranty Claims Dashboard JSP OA.jsp?page=/oracle/apps/csd/endeca/supwar/webui/EndecaSupwarrantyPG