1. Oracle Fusion Inventory Management Accelerator for Oracle Fusion Field Service
  2. Set Up the Oracle Inventory Management Accelerator for Oracle Fusion Field Service

Set Up the Oracle Inventory Management Accelerator for Oracle Fusion Field Service

This topic shows you how you can set up the Oracle Inventory Management accelerator for Oracle Fusion Field Service.

Step 1 - Create Applications in Oracle Fusion Field Service

To establish a connection between Oracle Fusion Field Service and OIC, the you must create these applications in Oracle Fusion Field Service.

  1. OIC application with details about the OIC endpoint.

    This screenshot describes creating the OIC application with details about the OIC endpoint.

  2. REST/SOAP API application which would be used on OIC to send data from OIC to Oracle Fusion Field Service. Make sure these Oracle Fusion Field Service APIs are configured with appropriate access privileges.

    The screenshot describes creating REST/SOAP API application.

    Oracle Fusion Field Service API Roles and Permissions

    You must set required permissions in the Oracle Fusion Field Service Core Rest API and Metadata Rest API.

    For the Core REST API for this application, configure the following methods:
    • Business Events - Read-Write
    • Inventory - Read-Write
    • Resource - Read-Write
    For the Metadata REST API, configure the following methods:
    • Properties - Read-Write
    • Inventory Types - Read Only

Step 2 - Fusion API User Duty Roles, Privileges, and Data Security

Create Oracle Fusion user account

Create a user account with the following duty roles and data security policies:

Duty Roles

You must configure the duty roles in Fusion API as mentioned in the following table:

Duty Role Description
Maintenance Management Web Service Provides service access to maintenance asset management and work execution using the REST services.
Inventory Administration Configures all setup-related activities for inventory management.
Inventory Transaction Management Manages inventory transactions. Tasks include managing reservations and picks, editing pending transactions, and submitting transaction-related processes.
Inventory Management Web Service Provides web service access to inventory management to perform activities such as creating inventory transactions, recording cycle counts, and performing pick transactions.
Supply Chain Common Web Service Provides web service access to supply chain common to perform activities such as viewing inventory organizations, plant parameters, carriers, and units of measure list of values.
SOA operator Role The SOA operator role.

Data Security Policies

You must configure the Data Security Policies as given in this table.

Business Object Policy Description Policy Store Implementation
Installed Base Asset A Maintenance Manager can manage installed base asset for all installed base assets.

Privilege: Manage Installed Base Asset; Read; Update

Resource: Installed Base Asset
Manufacturing Plant A Manufacturing Engineer can manage the manufacturing plant for the manufacturing plants in which they can operate.

Privilege:

Manage Production Resource; Manage Standard Operation; Manage Work Center;

Manage Work Order;

Manage Work Order Material Transaction;

Manage Work Order Resource Transaction;

Manage Work Order Operation Transaction;

Resource: Manufacturing Plant
Inventory Organization An Inventory Manager can manage item and inventory organization parameter for the inventory organizations in which they can operate.

Privilege: Manage Maintenance Organization;

Manage Inventory Transfer Order;

Manage Inventory Reservation;

Manage Inventory Transaction;

Manage Item Locator;

Manage Item Lot and Item Serial;

Manage On-Hand Quantity;

Manage Subinventory;

Manage Unit of Measure Usage;

Resource: Inventory Organization
Item for Table EGP_SYSTEM_ITEMS_B Defines the details of a transactable object. For example, an item can be any part, material, product, or service that's unique as compared with other items by nature of its attributes.

Privilege: Maintain Item Basic;

View Item Basic

Resource: EGP_SYSTEM_ITEMS_B

Navigate to Setup and Maintenance > Manage Inventory Organization Data Access for Users to give access to the Maintenance Organization for users with the roles mentioned earlier.

Manage Data Access for User Roles

Step 3 - Configure Accelerator Connections

Make sure these accelerator connections are configured in Oracle Integration.

  1. Oracle OFS REST Connection - Enter the details from Oracle Fusion Field Service application that you have created.

    The screenshot describes creating OFS Adapter connection.

  2. Oracle OFS Adapter Connection - Enter the details from Oracle Fusion Field Service application that you created earlier.

    The screenshot describes creating OFS Adapter connection.

  3. Oracle Fusion Inventory REST Connection - Enter the details from Oracle Fusion that were created in Create Fusion user account.

    The screenshot describes creating OFS Fusion REST connection.

  4. Oracle Fusion Inventory Adapter Connection - Enter the details from Oracle Fusion that were created in Create Fusion user account.

    The screenshot describes creating OFS Fusion Adapter connection.

  5. Oracle Inventory OAuth REST Connection - Enter the IDCS credentials of the OIC instance where this accelerator has been installed.

    The screenshot describes creating IDCS REST API connection.

    For more information about the steps to configure a trusted application in IDCS, click here.

    Assign this Application Role to get the write access to the OIC Factory API: The screenshot describes creating OIC User Roles assignment.

Step 4 - Create Resource Types in Oracle Fusion Field Service

Make sure to create these resource roles within Oracle Fusion Field Service:

  1. Vehicle: This resource type is used to store inventory items from the Oracle Fusion Inventory Management system.

  2. Bucket: This resource type is used to map the Inventory Organization bucket in Oracle Fusion Field Service.

  3. Warehouse: This resource type is used to map the Inventory Organization Warehouse in Oracle Fusion Field Service.

    Note: You can skip this step if the above-mentioned resource roles are already available in Oracle Fusion Field Service.

Step 5 - Configure Parent Resource in Oracle Fusion Field Service

  1. Create a parent resource in Oracle Fusion Field Service that will encompass all other resources.
    Note: You can skip this step if the parent resource is already available in Oracle Fusion Field Service.
  2. Configure the External ID of the resource in the Oracle Integration lookup ORCL-BRT-INV-OFS-CONFIG → ParentResourceId. Based on this configuration, the accelerator will sync the values into Oracle Fusion Field Service.

The accelerator will then sync:

  1. Inventory Organization as a bucket under this parent resource.

  2. Inventory Organization/Sub-inventory as vehicles or buckets under the created Inventory Organization resources based on the configuration in ORCL-BRT-INV-TYPE-MAPPING Lookup.

Step 6 - Create Properties Used by Integration

  1. Activate the Oracle Inventory OFS Property Create Helper and run the Oracle Inventory OFS Property Setup integration. The properties listed in ORCL-BRT-PROPERTY-MAPPING will be automatically installed in Oracle Fusion Field Service.
  2. Unit of Measure values needs to be configured in the enumeration property part_uom_code underinventory entity in Oracle Fusion Field Service.

    This screenshot shows the Enumeration values.

  3. After the Field Service properties get created, the mwo_inv_sync_orgs custom property needs to be enabled in the Configuration → User Types → Administrator role → Edit Resource page of the administrator user.

    This screenshot shows the Edit Resource Layout page.

  4. The administrator needs to configure the Fusion inventory organizations in the property that needs to be filtered for syncing with Oracle Fusion Field Service. Customers can use this property to filter the inventory organizations by configuring the organization code(s) that must be synced with Oracle Fusion Field Service, e.g., M001, M122.

    This screenshot shows the Edit Resource page.

    Note: You can either provide a specific organization code, a comma-separated list of organization codes, or use "All" to synchronize data across all organizations. An empty value in this field will result in no data being synchronized.

Step 7 - Configure the Lookups for the Accelerator

Lookups help you map similar entities of and Oracle Fusion Inventory Management Cloud that have different values. You can configure these lookup tables according to your business needs and run them in Oracle Integration.

  1. ORCL-BRT-INV-OFS-CONFIG Lookup

    The ORCL-BRT-INV-OFS-CONFIG lookup contains the metadata used by the integration. This lookup must be configured for the integration to function properly. Since all the lookup configurations come with default values, make sure you have configured appropriate values as per the business requirements for the lookups mentioned below:

    Name Description
    ParentResourceId The external ID of the parent resource in Oracle Fusion Field Service (Created in Configure Parent Resource in Oracle Fusion Field Service).
    BucketResourceType The resource type of buckets. It is used for resource, Inventory Organization creation.
    ReservationSupplySourceType Value of SupplySourceType of the inventory reservation. This value should be "On hand".
    SupplyInventoryDelimiter Delimiter used in the required inventory model.
    OICInstanceName This field is required to get the instance details to invoke the OIC factory API. You can get this value from About > Service Instance.

  2. Business Unit of the Inventory Organizations must be configured in ORCL-BRT-INV-TYPE-MAPPING lookup.

    You can configure other lookup tables according to your business needs.

    To configure lookups:

  1. Sign in to Oracle Integration.

  2. On the Home page, click Integrations > Lookups.

  3. Click the name of the lookup that you want to configure and click the '+' icon to add more values. These lookups are available in the accelerator.

Step 8 -Activate and Run the Integrations

  1. Run the Oracle Inventory OFS Bulk Sync integration. This integration is responsible for syncing the inventory organizations and the associated inventory items from Oracle Fusion Inventory Management Cloud to Oracle Fusion Field Service.
  2. Run the Oracle Inventory OFS Incremental Sync integration. This integration is responsible for syncing only the incremental inventory items from Oracle Fusion Inventory Management Cloud to Oracle Fusion Field Service. This can also be run at a scheduled short interval of time(> 10 mins recommended by OIC).