Oracle Depot Repair Information Discovery Plus

This chapter covers the following topics:

• Overview
• Oracle Depot Repair Information Discovery Plus User Interface
• Service Orders Dashboard Page
• Supplier Warranty Claims Dashboard Page
• Overview
• Set up Oracle Depot Repair Information Discovery Plus Integration
• Running the Full Load Graph
• Setting Up the Scheduler for Incremental Refresh
• 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
• Menus and Functions in Oracle Depot Repair Information Discovery Plus

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.

Service Orders Dashboard Page

Service managers and service technicians use the Service 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 Service Orders Dashboard page consists of three tabs - Open, Resolved, and Organization Map.

Open Tab

The Open tab in the Service 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 Search Within	The Advanced Search component includes value search, record search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays 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. Additional Information: See the Advanced Search Capabilities appendix in this guide for details. Partial record search is enabled for specific attributes. Attributes for partial record search include: Service OrderNumber Service Item Service Type Status Item Description Serial Number Owner Service Organization Inventory Organization Install Location Contract Number Lot Number Customer Account Name Summary
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 Service Orders Aging On Hold Late Service Orders Unassigned
Item Name Tag Cloud	This tag cloud displays the distribution of all items in the result set.
Key Reports	Due Date Number of Service Orders by Due Date Status Number of Service Orders by Status Owner Number of Service Orders by Owner Item Number of Service Orders by Item
Service Orders	Column Set: Service Order Launch Technician Portal Launch Workbench Launch Service Order Details Service Order Number Service Item Service Type Status Quantity Creation Date Resolve by Date Promise Date Date Closed Item Description Serial Number Owner Service Org Inventory Org Service Priority Problem Description Escalated Warranty Status Instance Number External Reference Instance Usage Install Location Contract 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 Column Set: Service Request Launch Technician Portal Launch Workbench Launch Service Order Details Service Order Number Service Item 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 Launch Technician Portal Launch Workbench Launch Service Order Details Service Order Number Service Item 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 Launch Technician Portal Launch Workbench Launch Service Order Details Service Order Number Internal Sales Order Internal Order Item Ship From Org Receive Into Org Table View Options include: Hide/Show Columns Sort Reset table to default Table Actions include: Print Export Update – select multiple rows in the results table and click Update to open the Mass Update page. The Mass Update page shows the selected service orders. Note: You can update the selected records; however, data already in Endeca will not be impacted by this.
Notifications	This displays notifications in a tabular format.

Resolved Tab

The Resolved tab in the Service 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 Search Within	The Advanced Search component includes value search, record search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays 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. Additional Information: See the Advanced Search Capabilities appendix in this guide for details. Partial record search is enabled for specific attributes. Attributes for partial record search include: Service Order Number Service Item Service Type Status Item Description Serial Number Owner Service Organization Inventory Organization Install Location Contract Number Lot Number Customer Account Name Summary
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.
Service Order Metrics	Total Resolved Orders Meet Rate Rework Rate Average Turn Time (Days) Average Hold Time (Hours) Orders Closed/Day Orders Opened/Day
Key Reports	Late Orders Late Service Orders - Number of Late Repair Orders By Owner Late Service 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 Costs and Charges Total Costs and Charges by Closed Month, Closed Year, and Closed Day Total Cost and Charges by Service Item, Operating Unit, Return type, Account Name, Inventory Organization, Service Organization, and Owner
Service Orders	Column Set: Service Order Launch Technician Portal Launch Workbench Launch Service Order Details Service Order Number Service Item Service Type Status Quantity Creation Date Resolve by Date Promise Date Date Closed Item Description Serial Number Owner Service Org Inventory Org Service Priority Problem Description Escalated Warranty Status Instance Number External Reference Instance Usage Install Location Contract 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 Turn Time Resolution Time Charges Material Cost Labor Cost Total Cost Gross Profit Entitlements Discount Column Set: Service Request Launch Technician Portal Launch Workbench Launch Service Order Details Service Order Number 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 Launch Technician Portal Launch Workbench Launch Service Order Details Service Order Number 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 Launch Technician Portal Launch Workbench Launch Service Order Details Service Order Number Approval Status Estimate Status Column Set: Repair Actuals Launch Technician Portal Launch Workbench Launch Service Order Details Service Order Number Bill To Location Bill To Party Bill To Account Bill To Account Name Column Set: Jobs Launch Technician Portal Launch Workbench Launch Service Order Details Service Order Number Jobs Item Job Status Accounting Class Creation Date Operation Code Department Material Details Requisition Requisition Type Requisition Status Column Set: RO Tasks Launch Technician Portal Launch Workbench Launch Service Order Details Service Order Number 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 Launch Technician Portal Launch Workbench Launch Service Order Details Service Order Number 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 Launch Technician Portal Launch Workbench Launch Service Order Details Service Order Number Internal Sales Order Internal Order Item Ship From Org Receive Into Org Hide/Show Columns Sort Reset table to default Table Actions include: Print Export Compare - select multiple rows in the results table and click Compare to compare the selected rows.
Record Details	Displays details of the selected Service Order Number.
Notifications	This displays notifications in a tabular format.

Organization Map Tab

The Organization Map tab in the Repair Orders page displays information about the location of each repair inventory organization on the map. The page consists of the following regions and components:

Region	Components
Tip	Displays the date on which the data was last refreshed.
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.
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 following attribute groups to view and select attribute names: Address Line 1 Address Line 2 Formatted Address Inventory Org Address Latitude Longitude Org Location ID Postal Code Region 1 Region 2 Service Order Number Service Org Serial Number Status Town or City Location Service Item Inventory Org ID
Map	This widget displays the location of each repair inventory organization on the map. Click the location of any of the inventory organizations on the map to filter and display data about service orders assigned to the selected organization's location.
Results Table	The details that display on the Results Table are: Service Order Number Service Item Serial Number Item Description Operating Unit Name Status Inventory Org ID Service Org Town or City Country Address Line 1 Address Line 2 Address Line 3 Region 1 Region 2 Region 3 Hide/Show Columns Sort Reset table to default Table Actions include: Print Export Compare

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 Search Within	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 Search Within	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 12.2 V8 document (Doc ID: 2214431.1).

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 12.2 V8 document (Doc ID: 2214431.1)

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 12.2 V8 (Doc ID: 2214431.1)

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 12.2 V8 document (Doc ID: 2214431.1), 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 12.2 V8 document (Doc ID: 2214431.1), 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

• Role Name: Depot: Endeca Access Role

• Code: CSD_ENDECA_ACCESS_ROLE

Grants in Oracle Depot Repair Information Discovery Plus

• Grant Name: Depot: Endeca Access Role

• Grant Code: CSD_ENDECA_ACCESS_GRANT

• Grantee Type: Group of Users

• Grantee: Depot: Endeca Access Role

• Responsibility - select a predefined responsibility or a custom responsibility of your choice

• Permission Set Code: CSD_ENDECA_ACCESS_PS

• Permission Set Name- Depot: Endeca Access Permission Set

Permission Sets in Oracle Depot Repair Information Discovery Plus

• Permission Set Name- Depot: Endeca Access Permission Set

• Permission Set Code - CSD_ENDECA_ACCESS_PS

• Permissions Included in the Set: Depot: Repair Orders Endeca Page (CSD_ENDECA_REPAIRS_DASHBOARD_PG) and Depot: Supplier Warranty Endeca Dashboard PG (CSD_ENDECA_SUPWAR_DASHBOARD_PG)

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:

• CSD_EID_SW_CLAIM_LINES_V - View to load Supplier Warranty Claims information.

• CSD_EID_REPAIRS_V - View to load Repair Orders information.

• CSD_EID_REPAIRS_INCR_V - View to load data from incremental refresh.

• CSD_EID_INV_ORG_MAP_V - View to load map data.

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
CSD_ENDECA_INV_ORG_MAP	Inventory Organization Map View	JSP	GWY.jsp?targetAppType=Endeca&targetpage=web/csd-ro/csd_endeca_inv_org_map

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