How You Purchase Goods and Services for Work Orders

You can shop for work order items in the Purchase Requisitions work area.

Work order requisitions use a destination type of Work Order. As a work order requisition progresses through the procurement flow work, order information is stored in requisitions and purchase orders.

How You Buy Supplies for a Work Order

You can requisition items for a work order in two ways.

• When creating a work order in the Maintenance work area, you can navigate directly to the Requisitions page in the Purchase Requisitions work area, you can shop for your items, and then return to the maintenance work order.

• You can start directly from the Requisitions page in the Purchase Requisitions work area, do your shopping, and specify the maintenance or manufacturing work order details in the requisition before you submit it.

How You Requisition Work Order Items from Oracle Maintenance Cloud

You can shop for work order items as part of an integrated flow between the Maintenance work area, where you manage your maintenance documents, and the Purchase Requisitions work area, where you manage requisition documents. For example, when creating a work order in the Maintenance work area, from the Edit Work Order page, you click Review Purchased Item Details. This opens the Purchased Item Details page. Next, you click the Create Requisition button on this page to navigate directly to the Purchase Requisitions work area.

After shopping for items you need for your work order, you submit the requisition. A purchase order for your items is automatically created, and you're returned to the Maintenance work area. Both the procurement requisition and purchase order documents include work order details like work order numbers and sequence numbers from your maintenance work order.

How You Shop for Work Order Items

Need to buy some additional goods or services to support a work order? You can go directly to the Requisitions page, shop for your items, and apply the requisition to your existing, open work order. On the Requisitions page, you specify the work order identifier and the operation sequence for the work order that you want the requisition to apply to.

Work order details are included on Requisition and Purchase Order documents for reference, so you can keep track of things.

How You Purchase Goods and Services for Project-Specific Manufacturing and Maintenance Work Orders

You can enable Project-Driven Supply Chain to create maintenance and manufacturing project-specific work orders.

Project-Driven Supply Chain begins with the creation of a project in Oracle Portfolio Management. The integration of Oracle Project Management and Oracle Supply Chain enables supply chain products to support project attributes. Information such as project numbers and project cost attributes are available in the supply chain products to execute activities in the context of a project.

After you have enabled project-driven supply chain, when you create a purchase requisition and associate it with a project-based work order, the work order project and the task automatically display in the requisition distribution. You can use the provided list of values to select the values for the other project attributes, but the project and task must match the work order project and task.

Here's how it works:

1. A purchase order will be created referencing the work order and the project details from the requisition.

2. The purchase order is delivered to the work order destination, consumed, and costed in the work order.

3. The expenditure incurred will be transferred to Oracle Project Portfolio Management.

4. And finally, the invoicing is done based on your setting in Project Contracts.

The project-specific manufacturing and maintenance work orders let you expedite the procurement of unplanned materials for work orders and also capture material costs for the specific project and task.

Required Roles and Setup for Work Order Direct Purchases

As a requester, you need the Manage Requisition of Items with Work Order Destination Type privilege to create requisitions with the Work Order destination type. To use this feature, your administrator has to enable support for Work Order destination types in Oracle Maintenance by selecting Allow direct purchases for work orders on the Manage Plant Parameters page.

How You Find and Track In-Progress Work Order Documents

When you view an automatically created purchase order for a work order, the work order number and operation sequence are visible on the Purchase Order Schedule page. You will find them under the Work Order Details section. They're read only, so you can't make any changes to them.

You can search for work order requisitions using the Work Order fields on the Manage Requisitions page. They're in the Advanced Search section.