Maintenance Management

Service Logistics and Maintenance have three integrations, one for field service and two for depot repair.

• Field Service: When you post Field Service charges, you create a maintenance work order (MWO) to update Inventory, Asset Tracking, and Costing (or you update the MWO in the Preventive Maintenance flow).

• Depot Repair: Service Logistics and Maintenance have a couple of integrations in the Depot Repair process. MWOs used to process the repair are created in the Service Logistics Manage Depot Repair page. Service charges are created from these MWOs in the Charges tab of the Depot Repair Workbench page.

Field Service

The following setups are required to create the MWOs when you post field service charges. These setups are organized by the order these fields appear on the Manage Charges and Estimates page.

Field Service Setups

Field	Setup Steps
Asset	This is a required field on the Debrief and Charges headers. You must select the Allow Work Orders check box and the Maintenance Asset check box in the Manage Assets page in order to enter an asset. Also, the asset’s operating organization must be the same as the cost organization or you must relate it to the cost organization on the Debrief and Charges header. You can do this in the Maintenance Organization Relationships page. Although the asset isn't required for the UI or API, it's required to create the MWO. As such, you can identify an asset in the Fallback Asset profile that's be used to create the MWO. This fallback asset has the same setup requirements as a selected or debriefed asset.
Asset Item	In order for the item on the asset to be valid for the cost organization, you must define the following in the Manage Items page: Allow Maintenance Asset: Yes Enable Asset Tracking: Full Lifecycle Tracking
Cost Organization	The organization that's used to create the MWO is included on the Manage Charges and Estimates page and API, and it defaults from the asset. This organization must be maintenance-enabled, which you can do by selecting the Organization Performs Maintenance Activities check box in Manage Inventory Organizations page. It also needs to be the same as the asset’s operating organization or related to it in the Manage Maintenance Organization Relationships page. You must also set up the following Plant parameters for the cost organizations in the Manage Plant Parameters page: Manufacturing Calendar Default Supply Subinventory Default Completion Subinventory
Cost Subtype	This is a required field that defaults from the asset that you select. The work order subtypes are set up in the Maintenance Lookup ORA_MNT_WO_SUB_TYPE.
Work Area	You must create one work area for each cost organization in the Manage Maintenance Work Areas page.
Work Center	Create only one work center for the cost organization and associate it to the work area in the Manage Maintenance Work Centers page.
Debrief Items	See the Product Master Data Management section. For each cost organization, you must map your labor and expense items to the MWO resources in the Manage Resource to Item Mapping page. These resources are used to create the MWO resource transactions to record these costs. You must also set up labor items with a primary UOM.
Resources	The labor and expense resources that you map to the debrief items must be set up in the cost organization in the Manage Resources page, and you must map them to the cost organization’s work center in the Manage Work Centers page. These labor resources must have a UOM that equals the UOM in the Hour Unit of Measure profile option, ORA_RCS_HOUR_UOM, in the Manage Plant Profiles page.
Service Activity Codes (SACs)	In the Manage Service Activities page, you must map the Field Service Labor and Expenses SACs to the resource activities that will be used to create the MWO resource transactions. You set up resource activities in the ORA_WIS_RESOURCE_ACTIVITY lookup table.

Depot Repair

The following setups are required to create service charges for the parts, labor and expenses incurred to repair the product in the repair depot MWO and to create MWOs to execute depot repair for a customer RMA.

Depot Repair Setups

Fields	Setup Steps
Resources	You must map the resources used to create labor and expense transactions in the MWO pages to items so that you can create service charges. You can create service charges by selecting the Create Charges button in the Depot Repair Workbench page. You must create these mappings for each repair organization in the Manage Resource to Item Mapping page. You must confirm that the resource UOMs are the same as, or can be converted to, the item’s UOM.
Resource Activities	You must map the resource activities used to create labor and expense transactions in the MWO pages to the Service Activity Codes, so you can create service charges. You can create service charges by selecting the Create Charges button in the Depot Repair Workbench page. You can create these mappings in the Manage Service Activities page. Set up the resource activities in the ORA_WIS_RESOURCE_ACTIVITY lookup table.
Asset	You must select an asset to create a depot repair MWO in the Create Repair Order page. This asset must have the following check boxes selected in the Manage Assets page, Allow Work Orders Maintenance Asset Also, the asset’s operating organization must be the same or related to the repair maintenance work order organization in the Maintenance Organization Relationships page.
Asset Item	In order for the item on the asset to be valid for the MWO and cost organization, you must define the following in the Manage Items page: Allow Maintenance Asset: Yes Enable Asset Tracking: Full Lifecycle Tracking
Debrief Items	See Resources item previously mentioned in the table. See the Product Master Data Management section