Redwood: Manage Material Availability Rules

Define and manage material availability rules in the new Redwood user experience. Use the new action for Material Availability under Quick Actions to navigate from the Maintenance Management and Maintenance Execution Landing pages. These rules help the application create initial allocation of materials for the work orders based on the rules.

Here is a screenshot showing the Quick Action link in the Maintenance Management Landing Page.

New Quick Action for Material Availability

Use the in-app navigation to select the Configuration tab, and you can configure rules to prioritize work orders for material assignment by sorting them according to material assignment priority, focusing on critical items and the work order start date at the organization level. You can also filter to include work orders that fall within a specific time fence and that have particular statuses, types, and subtypes. Additionally, the rules can specify inclusion of work orders that require certain materials, or materials with attributes such as make versus buy and supply type. You also have the flexibility to exclude work orders from material de-prioritization based on specific attributes of the item or the work order itself.

You can now set up, manage, and adjust these rule criteria, supporting more effective material allocation, forced assignment criteria and work order prioritization for maintenance organizations.

Here's a screenshot showing the Material Availability Configuration page where you define Work Order Assignment Priorities.

Material Availability Rules Configuration

Here's a screenshot that shows the Inclusion Criteria tab.

Inclusion Criteria Tab

This is the screenshot of the Redwood version of the Forced Assignment Criteria tab. 

Forced Assignment Criteria Tab

Defining material availability rules in the new Redwood experience enables organizations to optimize work order release decisions during material shortages, ensuring critical work is prioritized and resources are allocated more effectively.

Steps to Enable and Configure

1. In the Setup and Maintenance work area, search for and select the Manage Administrator Profile Values task.
2. On the Manage Administrator Profile Values page, search for and select the profile option code for Redwood Material Availability Rules and Assignments Enabled(ORA_WIE_MATERIAL_AVAILABILITY_REDWOOD_ENABLED).
3. In the Profile Values section, set the Site level to Y or N. The default value of the profile option is N.
   • Y = enables the feature
   • N = disables the feature
4. Click Save and Close. Changes in the profile value will affect users the next time they sign in. 

Tips And Considerations

The two separate ADF tasks for Material Availability Rules and Material Availability Assignments have been consolidated into a new task for Material Availability. The new Material Availability Assignments experience now provides in-app navigation to configure rules and assignments. 

Access Requirements

Users who are assigned a configured job role that contains these privileges and codes can access this feature:

• Manage Material Availability Rules and Assignments (WIP_MANAGE_MATERIAL_AVAIL_RULES_AND_ASSIGN_PRIV)

This privilege was available prior to this update.