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 checkbox and the Maintenance Asset checkbox in the Manage Assets page 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 to 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 checkbox 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	Set up resources for the labor and expense items that you'll use to debrief your field service activities. You must: Map these items to their corresponding resources in the Manage Resource to Item Mapping UI. Confirm that the resource UOMs match the item UOMs, if the UOM is a currency. If the UOM isn't a currency, you must set up a UOM conversion if the debrief UOM can be different than the resource UOM. Confirm that items, resources, and the resource item mapping are set up for all cost organizations that can be entered on the Debrief UI. Note: A debrief item (item technician debriefs) should only be mapped to one resource for each organization, otherwise the Post Costs program won't know which resource to use when it creates the MWO resource transactions.
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 Depot Repair 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, or can be converted to the item’s primary UOM. Note: Resources used to debrief work done on the Depot Repair MWO should only be mapped to one item (for each maintenance work order/cost organization), otherwise the Create Charges Program won't know which one to use.
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 checkboxes 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 mentioned before in the table. See the Product Master Data Management section