The aerospace, defense, and transportation industries need to maintain complex configurative and regulated equipment systems at optimum service levels. The Marshalling functionality of Oracle Complex Maintenance, Repair, and Overhaul (CMRO) enables maintenance, repair, and overhaul organizations to define, plan, and execute the reassembly of various parts specific to engine shops.
This chapter discusses the key functions supported by the CMRO Material Marshalling module, including the following:
The Material Marshalling module consists of the planning and grouping of worn-out, reconditioned, and new materials for constructing complex assemblies, such as aircraft engines. In an engine overhaul shop, once you initiate the tear down, a large number of parts are released from assemblies and subassemblies that comprise a single working engine. Some parts are replaced with new parts, some parts are inspected and reused, while others are repaired and reused. Marshalling is the process of organizing these parts and then planning for their use in reassembly.
The CMRO Material marshalling module supports the following business processes:
Creating and Managing a Marshalling Area
A marshalling area is created to enable the users to easily transfer the materials for an upcoming visit. This marshalling area acts as the staging area for a visit. The user can then stage all expected materials in this area, including specific work orders and material requirements.
Monitoring the Marshalling Area
Select a marshalling area to monitor and view the following information:
Units using the marshalling area and their assembly status.
The material requirements and their associated jobs.
The materials staged for installation.
Open positions on the unit and the needed parts.
Requesting Required Materials
The requisition for materials begins when the user identifies a missing part required to fill a unit's position. If users are unable to locate the part for transfer from other inventory organizations, they make a request, which alerts the material planner. The material planner takes the necessary steps to acquire the part, and after it is received, it is automatically transferred into the correct marshalling area.
Viewing Visit Status
Users can view a unit, its related visits, and the status of each visit. To view a visit's status, users search for the specific unit. The unit is displayed with the installed, missing, and staged parts that qualify for installation. Related visits and jobs are also displayed with progress meters.
The marshalling area for staging parts is created using the existing CMRO setup. You create Marshalling areas using subinventory and locator associations, which can be accessed by navigating to the CMRO Administration responsibility, Department Location tab. When you create each visit, you then link the associated subinventory and locator, which creates the marshalling area.
For information to set up a department location, see Creating Department Locations.
A visit is the process of organizing maintenance tasks for a unit based on unit availability and forecasted maintenance requirement due dates. The Marshalling Workbench enables you to search a visit using the criteria such as visit number, visit start date, and visit end date.
To search for a visit using the Marshalling Workbench:
Navigate to the Marshalling Workbench page.
Enter any of the following search criteria:
Visit Number: Select a visit from the list in an Implemented or Partially Implemented status.
Unit: Select the unit that you want to use.
Visit Status: Closed, Implemented, and Partially Implemented visits are displayed.
Organization: Select the value associated to the visit.
Department: Select the value associated to the visit.
Sub Inventory: The name of the marshalling area for the visit.
Locator: The marshalling area for visit.
Start Date: The first day of the visit.
End Date: The last day of the visit.
Click the Go button to view the visits that meet your search criteria.
The Material Marshalling page enables you to view the details of a visit. The Marshalling Workbench displays marshalling details related to each position in the configuration. The visit configuration is displayed in an H-grid format that is expandable down to each position level. After retrieving a visit, you can view its progress visually, the percentage of completed work orders, and the status of the visit.
To view a visit configuration using the Marshalling Workbench:
Navigate to the Marshalling Workbench page.
Retrieve the visit using search criteria to view the details. The visit details appear in the Results region of the page.
Click the Details icon. The Visit Details page appears and you can view the Visit configuration.
You can monitor the status of the configuration in the visit by viewing the column results. The following information appears in the Unit Configuration Details region:
Focus: Enables you to move the row to the top of the page.
Position: Displays the position name for the unit master configuration.
Allowed Quantity: Displays the unit position's required quantity.
Installed Quantity: Displays the unit position's current installed quantity.
Required Items: Displays the total number of required items, as work order material requirements.
Issued Items: Displays the total number of items issued to the work orders that are associated to item instances installed in the unit position.
Available Items: Displays the total number of items in a visit's subinventory and locator that meet the requirements displayed in the Required Items column.
Not Available Items: Displays the total number of items still required to meet the requirements in the Required Items column.
Work Orders Complete/Total: Displays the number of work orders that have been completed and the total number of work orders for the visit.
Use the Visit Details page in the Marshalling Workbench to view the total required materials for a position and all of its child positions.
To view required item details:
Navigate to the Marshalling Workbench page.
Query for the visit.
Click the Details icon in the Results region to navigate to the Visit Details page.
The Required Items column displays the total number of required materials as work order material requirements. This total includes the position and all of the child positions. These required items are indirectly associated to positions through work order item instances in the unit.
You can drill down to the Available Items details from the Visit Details page. The available items represents the total number of items in a visit's subinventory and locator that meet the requirements in the Required Items column. The Available Items quantity includes the position and all of its child positions.
To view available item details:
Navigate to the Visit Details page.
Click the Available Items Quantity link.
The Available Items page displays the required items in a subinventory and the items that will meet the requirements. These items are located in other work orders within the same visit. This page also enables you to issue items to the work order from the subinventory. In addition, you can issue items from another work order to the work order with the requirement.
You can view the materials available in the visit subinventory and other work orders in the visit. Using the Available Items page, you can transact these materials to the context work order.
To issue materials from the visit subinventory:
Select the Required Item check box for the items for which you want to issue materials.
Enter the following in the Issue Details region:
Sub Inventory: The visit subinventory.
Locator: The locator of the default visit subinventory.
Transaction Date: The material issue date.
Serial/Quantity: Quantity required for serial number specific materials.
Lot Revision: The revision associated with the lot, if applicable.
Click Issue.
The confirmation page shows that the material has been issued to the work order. The Issued Items field matches the number of items issued to the work order. This confirms that the materials have been issued successfully.
Unavailable materials are those materials that are required by a work order requirement, but are not available in the visit subinventory. The unavailable materials in a visit appear as a single total. This total represents the required materials for a position including all of its child positions.
To view unavailable item details:
Navigate to the Visit Details page.
Click the Not Available Items quantity link to navigate to the Unavailable Items page.
The Unavailable Items page displays the items not available for the selected configuration position. This page enables you to locate, view, and issue materials from alternate subinventories. These materials must be transacted before the required date.
The Unavailable Items page enables you to locate subinventories that have required materials. You can issue those materials to the current work order. Additionally, you can identify the materials not available in any subinventory and make alternative arrangements to secure them.
To issue materials from an alternate subinventory:
Retrieve the appropriate visit and access the Unavailable Items page.
Select the item for which you want to view the unavailable items and click the Show button.
Enter information such as:
Sub Inventory: Lists the inventories other than the visit subinventory.
Locator: The locator values based on the selected subinventory.
Transaction Date: The material issue date.
Serial/Quantity: The applicable quantity for serial number specific materials. You can select a serial number for the item selected.
Note: When the selected item is a non serial item, the serial number LOV is disabled. However, you can manually enter the quantity.
Lot Revision: Defaults from the serial number details.
Click the Issue button.
The confirmation page displays the material that has been issued to the work order. Note that quantity in the Issued Items field has increased confirming that the materials have been successfully issued.
The work orders in a visit appear as totals. These totals are shown as the number completed versus the total number of work orders. It represents the total required materials for a position and all of its child positions.
To view work order progress per position:
Navigate to the Visit Details page.
The Work Orders Complete/Total represents the total number of work orders associated to the item in a position and all of its child positions.
For more details, please see: Viewing Visit Configuration Using the Marshalling Workbench.