Product Master Data Management

You must complete setups in Product Master Data Management for the items that you use for parts ordering and exchange, debrief, depot repair, and maintenance.

Note: You must properly configure substitute and supersession relationships between items in the Manage Item Relationships page of Product Information Management. This affects how the parts search program looks for substitutes and supersession parts when the original part isn't available. Specifically, when you select the Alternates check box in the Parts Search page.

1. Create all the service items: labor, parts, expense, and fixed charges.

   Note: You must set up serviceable products/item numbers (products for which you can create an SR) in both the SCM item master and the CRM catalog.
   Note: Service Logistics doesn't support creating sales orders for items with the Subscription product type.

2. Define the unit of measure (UOM) for the items that you create:

   • Labor Items

     • UOM Class: Must set up with UOM from the Time UOM Class.

     • UOM Name: Hours or Minutes (only need to set up the Primary UOM as it's the only one used by Service Logistics).

     • Set up the Hours UOM profile (ORA_RCS_HOUR_UOM) for your labor items. You must use this value in the next step, where you define the conversion between this value and the labor item's primary UOM.

     • UOM Conversion: Set up Primary UOM to Hours UOM (Hours UOM profile), for example, 60 Minutes = 1 Hour or 1 Hour = 1 Hour.

   • Expense Items

     • UOM Class: You must set up with UOMs from the Currency UOM Class.

     • UOM Name: You must set up expense items with UOMs for every currency that the field service technicians might report their expenses, for example USD, CAD, EUR.

     • UOM Conversion: Not needed

   • Part Items

     • UOM Class: You must set this up with a UOM from the Quantity UOM Class.

     • UOM Name: Examples include Each, Meters, Gallons.

     • UOM Conversion: If required

   • Fixed Charge Items

     • UOM Class: Any

     • UOM Name: You should set up fixed charges with UOM Each or with a Currency UOM.

     • UOM Conversion: Not applicable

3. Configure item attributes for specific business needs according to the following details:

Item configuration for parts ordering: Use this list to assign item attributes to all the service items and consumables used for part requirement.

• Items used in SR Parts Tab: Return SAC

  1. Stock enabled: Yes

  2. Transactions enabled: Yes

  3. Returnable: Yes

  4. Item Organization: Default Inventory Org Profile (INV_DEFAULT_ORG_ID)

  5. Material billable: M

• Items used in SR Parts Tab: Shipment SAC

  1. Stock enabled: Yes

  2. Transactions enabled: Yes

  3. Customer Orderable: Yes

  4. Item Organization: Default Inventory Org Profile (INV_DEFAULT_ORG_ID)

  5. Material billable: M

• Items used in WO Parts Region or Tab

  1. Stock enabled: Yes

  2. Transactions enabled: Yes

  3. Internal Orderable: Yes

  4. Item Organization must match the Destination Org, or it must match the Default Inventory Org Profile (INV_DEFAULT_ORG_ID).

  5. Material billable: M

Item Configuration for Debrief and Charge Items: Items must have the following attributes for use in debrief.

• Part Items

  1. Map the item billing type to the billing category of Material.

  2. You must assign the item to the same organization as the selected subinventory.

  3. For project enabled organizations, you must enable the Allow Use of Common Supply attribute for the item.

     This provides the option to issue the item from the common inventory when you create a debrief transaction for the part, rather than the project-specific inventory.

• Labor Items

  1. Map the item to the service activity code to the billing category of Labor.

  2. Associate the item to the inventory organization from the technician's default subinventory.

• Expense Items

  1. Map the item to the service activity code to the billing category of Expense.

  2. Associate the item to the inventory organization from the technician's default subinventory.

• Fixed Charge Items

  1. Stock enabled: No

  2. Transaction enabled: No

  3. Reservable: No

  4. Inventory Item: No

  5. Shippable: No

  6. Customer Ordered: Yes

  7. Customer Orders Enabled: Yes

  8. Invoiced: Yes

  9. Invoice Enabled: Yes

  10. Billing Type: User-defined billing type that you associate with the Service Logistics Fixed Charge billing category.

Asset item configuration for maintenance work orders: Create maintenance work orders to perform depot repair. Also create maintenance work orders when you post field service charges. You must have an asset to create these maintenance work orders.

• Field service: While you can add the asset to the service request or service work order, you must capture the asset on the debrief header.

• Depot repair: While you can add the asset in the service request and Add Part Requirements pages, you must capture the asset when you create the repair work order (Maintenance Work Order).

The items associated with these assets must have the following:

• Select the following two parameters for the item in the Asset region in the Specifications tab:

  1. Enable Asset Tracking: Full Lifecycle

  2. Enable Asset Maintenance: Yes

• Configure the attribute for serial number generation:

  1. Generation: Dynamic entry at inventory receipt

Item configuration for Service BOM filter: When you create part requirements for service requests and service work orders (Fusion Service), you can filter the Item list of values (LOV) with only the valid parts for the product that you're servicing (SR Product Item). Specifically, this setup enables the BOM filter on the Item LOV in the Fusion Service Parts pages. To use this filter, you first must set up an item structure to use as the Service BOM to define the valid parts. To do this:

1. First create the item structure name or type in the Manage Item Structure Type Details page. To access this page, click Setup and Maintenance, then in the Product Management offering, select Structures, and then select Manage Item Structure Type Details.

2. After you create the Item Structure name, go to Service Logistics, then navigate to the Manage Service Logistics Profile Options page. Click the profile option ORA_RCL_ITEM_STRUCTURE and add the item structure name.

3. In Product Information Cloud, go to the Manage Items page and query the item for which you want to create an item structure.

4. Click the item to go to the Edit Item page.

5. Click the Structures tab.

6. Click the Actions drop-down list and then click Create.

7. See the Create New Item Structure page. Here you select the item structure name that you created for Service Logistics and add the required information.

8. Define your service BOM for this item by adding the applicable items to the item structure.

Item relationship configuration for alternate parts: When you search for alternate parts in the Part Search page, the parts search program uses the superseded and substitute relationships that you define in the Manage Item Relationships page.

To access, click Product Information Management, then in Item Management select Manage Items. The Advanced Search page appears where you can query an item and open the Edit Item page.

1. Select the Relationships tab.

2. Select the Create icon in the Related Items tab.

3. In the Create Related Item Relationship page, select an item to use as the superseded or substitute part in the To Item field.

4. Select Superseded or Substitute in the Type list of values.

5. Select the Reciprocal check box if the item relationship is reciprocal.

6. Click OK to return to the Edit Items page.

7. Confirm that the item appears in the Related Items table.

8. Save.

For more information, see the Implementing Product Management guide.