This chapter covers the following topics:
Oracle Spares Management provides both logistics and inventory planning functionality to manage service parts inventory. The Oracle Spares Management functionality is based on distributed closed-loop inventory process wherein the application maintains certain quantities of inventories at locations such as repair depots, warehouses, and trunk stocks. The Logistics module is responsible for movement of parts from field service warehouses to the technician, and return of excess and defective parts from technician to field service warehouses.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Oracle Spares Management flows. Flow specific requirements are documented along with each flow in the subsequent sections.
The following is a prerequisite for executing the Oracle Spares Management flows:
Inventory accounting and GL periods are open.
The following profile options must be set:
| Profile Option Name | Profile Option Value | Level |
|---|---|---|
| MO: Operating Unit | Vision Operations | Site |
| MO: Default Operating Unit | Vision Operations | User |
| MO: Security Profile | Global Vision | Site |
| CSP: Order Type | Order Only | Site |
Not applicable.
Not applicable.
Stock is transferred from the warehouse to a technician through an internal order. To create an internal order it is necessary to define a warehouse as a manned warehouse in the Planner's Desktop.
The Adding Manned Warehouse to Planner's Desktop and Creating an Internal Order flow performs the following actions:
Defines a warehouse as a manned warehouse in the Planner's Desktop.
Executes the Create Part Availability Data concurrent program.
Creates a part requirement for an item.
Creates an internal order from the manned warehouse to the technician through part search.
Deletes the manned warehouse from the Planner's Desktop.
This section provides information on prerequisites, profile options, and data setups required to execute the Adding Manned Warehouse to Planner's Desktop And Creating An Internal Order flow.
Add_Manned_Warehouse_PD_Create_IO
The following are the prerequisites for executing this flow:
A planning node under Spares Planning node in Planner's Desktop.
The user is assigned to a subinventory and has a primary address specified in the Resource Address and Subinventories window.
On hand quantity for the item FS54888 in the warehouse is greater than 10.
A shipping network between source and destination organizations.
Delivery time set up for the source organization and the shipping method.
Item is assigned to the source and destination organizations.
The following profile options must be set:
| Profile Option Name | Profile Option Value | Level |
|---|---|---|
| CSP: Part Search Method | Spares Supply Chain | Site |
| CSP: Part Requirement Default Ship to Address | Technician Address | Site |
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Parts Requirement | Resource | Karmer,Ralph |
| Parts Requirement | Item Required | FS54888 |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Planning | Organization | Seattle Manufacturing |
| Planning | Stocking Site Type | Manned Warehouse |
| Planning | Calendar | FS Regular Calendar |
| Planning | Time Zone | America/Los_Angeles |
| Resource Address and Subinventories | Address | 460 Navaro Way, SAN JOSE,CA 95134 |
| Resource Address and Subinventories | Organization | FST(Field Service Technician Warehouse) |
| Resource Address and Subinventories | Subinventory | FS_Truck6(Usable subinventory in FST) |
| Define Delivery Time | Organization | M1-Manned warehouse |
| Define Delivery Time | Lead Time | 1 |
| Define Delivery Time | Lead Time UOM | Day |
Delivery time is required to ship the goods from the source to the destination organization and calculate the expected arrival time based on the lead time setup.
The Search and Update Delivery Time flow performs the following actions:
Searches and updates the delivery and lead times for the source org and subinventory.
Creates parts requirement for an item.
Verifies if the correct manned warehouse is displayed while searching for parts with the correct shipping method and expected arrival date.
Creates an internal order for the item using the Parts Search option.
This section provides information on prerequisites, profile options, and data setups required to execute the Search and Update Delivery Time flow.
Search_And_Update_Delivery_Time
The following are the prerequisites for executing this flow:
The user is assigned to a subinventory and has a primary address specified in the Resource Address and Sub inventories window.
On hand quantity for the item FS54888 in the warehouse.
A shipping network between source and destination organizations.
Delivery time set up for the source organization and the shipping method.
Item is assigned to the source and destination organizations.
The following profile options must be set:
| Profile Option Name | Profile Option Value | Level |
|---|---|---|
| CSP: Part Search Method | Spares Supply Chain | Site |
| CSP: Part Requirement Default Ship to Address | Technician | Site |
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Parts Requirement | Resource | Karmer,Ralph |
| Parts Requirement | Item Required | FS54888 |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Planning | Organization | Seattle Manufacturing |
| Planning | Stocking Site Type | Manned Warehouse |
| Planning | Calendar | FS Regular Calendar |
| Planning | Time Zone | America/Los_Angeles |
| Resource Address and Subinventories | Address | 460 Navaro Way, SAN JOSE,CA 95134 |
| Resource Address and Subinventories | Organization | FST(Field Service Technician Warehouse) |
| Resource Address and Subinventories | Subinventory | FS_Truck6(Usable subinventory in FST) |
| Define Delivery Time | Organization | M1-Manned warehouse |
| Define Delivery Time | Lead Time | 1 |
| Define Delivery Time | Lead Time UOM | Day |
| Define Delivery Time | Delivery Time | 11:30:00 AM |
| Define Delivery Time | Cutoff Time | 06:30:00 PM |
| Define Delivery Time | Time Zone | America/Los_Angeles |
Concurrent programs are run to process background jobs and update inventory transactions.
The Run All Concurrent Programs for Spares flow performs the following actions:
Creates Min Max data for the items.
Creates excess lists for all items.
Creates warehouse replenishment data for warehouse.
Creates parts availability data for items in warehouses and subinventory.
Verifies each program is completed successfully without any error.
This section provides information on prerequisites, profile options, and data setups required to execute the Run all Concurrent Programs for Spares flow.
Run_All_Concurrent_Program_Spares
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Concurrent Request Spares | Planning Node | Spares Planning |
| Concurrent Request Spares | Organization ID | FST |
| Concurrent Request Spares | Subinventory | FS_Truck6 |
| Concurrent Request Spares | Organization | M1 |
Not applicable.
Move orders are created to transfer stock from one subinventory to another subinventory. A move order is processed in two ways, with and without an auto receipt. When a move order is processed automatically, the parts are automatically received after shipment is confirmed.
The Process a Spares Move Order Without Auto Receipt flow performs following actions:
Creates and approves a move order.
Processes the move order.
Receives parts as these are not received automatically.
This section provides information on prerequisites, profile options, and data setups required to use the Process a Spares Move Order Without Auto Receipt flow.
Create_Process_Spares_MO_Without_AutoReceipt
The following is a prerequisite for executing this flow:
On hand quantity is available in the source subinventory.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Move Orders | Item | AS54888 |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Move Orders | Shipment Method | DHL-Parcel-Express |
| Move Orders | Carrier | DHL |
| Move Orders | Subinventory | FGI |
| Move Orders | Subinventory | Stores |