17Maintenance

This chapter contains the following:

Set Up Maintenance

Maintenance Management is an optional functional area in the Manufacturing and Supply Chain Materials Management Offering and must be enabled for implementing Oracle Maintenance Cloud. In the Offerings work area, enable the Maintenance Management functional area at the offering level to make available the tasks for setting up some of these components.

The following tasks require specific setup for maintenance. These tasks in the Setup and Maintenance work area are part of the Manufacturing and Supply Chain Materials Management offering in the Maintenance Management functional area:

Tasks Required or Optional Description

Manage Plant Parameters

Required

Configure plant parameters that are relevant to maintenance organization.

Manage Maintenance Lookups

Optional

Create and maintain lookups that are used in maintenance asset definition and work management.

Manage Maintenance Work Areas

Required

Create and maintain work areas to represent specific regions where maintenance activities are executed.

Manage Maintenance Work Centers

Required

Create and maintain work centers to represent specific location where maintenance work is performed and is comprised of resources having similar capabilities.

Manage Maintenance Resources

Optional

Create and maintain resources to model the labor or equipment used in a maintenance work center and operation and to track usages during maintenance execution.

Common Tasks That You Perform for Maintenance Management

Some tasks are included in the Maintenance Management functional area, but don't require specific setup for manufacturing. These tasks are common to most Oracle applications. For details about how to perform them, see the Oracle Applications Cloud: Using Functional Setup Manager guide.

The following are the tasks in the Maintenance Management functional area that doesn't require any specific setup for maintenance:

Tasks Required or Optional Description

Manage Maintenance Value Sets

Optional

Create and maintain maintenance value sets.

Manage Maintenance Descriptive Flexfields

Optional

Create attributes for the maintenance entities, define related validation, and display properties of descriptive flexfields for work management.

Set Up A Maintenance Organization

A maintenance organization is basically an inventory organization enabled for maintenance activities.

To set an organization as a maintenance organization, perform the following steps:

  1. In the Manage Inventory Organizations page, select an existing organization or create a new one from the Search Results region. Then, click the Manage Inventory Organization Parameters button to edit the organization settings.

  2. In the Manage Inventory Organization Parameters page, on the General tab, in the Additional Usages region, select the Organization performs maintenance activities check box. Now, the organization is set as a maintenance organization.

Setting the Maintenance Plant Parameters:

You can set the plant parameters for a maintenance organization that determines the various functionality of the organization.

How can I define the default maintenance organization?

You can define the default maintenance organization using the Manage Plant Profiles task in the Setup and Maintenance work area. Select RCS_DEFAULT_MFG_PLANT_ORG on the Manage Plant Profiles page.

Guidelines to Set Up Maintenance Plant Parameters

You can set the plant parameters to define the functionality of a maintenance organization.

The following sections discuss the parameters and their acceptable values in detail:

  • Plant Details Parameters

  • Materials Parameters

  • Work Definition Parameters

Plant Details Parameters

The following table discusses the parameter for the maintenance organization:

Parameters Description

Manufacturing Calendar

Refers to the schedule or calendar to be used in the maintenance organization.

Material Parameters

The following table discusses the parameters for the material in the maintenance organization:

Parameters Description

Default Supply Subinventory

For maintenance work definitions:

Specifies the default supply subinventory for the maintenance work definition operation item if there is no supply subinventory defined for the maintenance work center or item master.

For maintenance work orders:

Specifies the supply subinventory to be used when backflush components that don't have a default defined at the maintenance work order operation item or the inventory item level.

Default Completion Subinventory

For maintenance work orders:

Specifies the completion subinventory to be used for storing the completed product if a default isn't defined at the maintenance work order level.

Default Supply Locator

For maintenance work definitions:

Specifies the default supply locator for the maintenance work definition operation item if there is no supply locator defined for the maintenance work center or item master.

For maintenance work orders:

Specifies the supply locator to be used when backflush components that don't have a default defined at the maintenance work order operation item or the inventory item level.

Default Completion Locator

For maintenance work orders:

Specifies the completion locator to be used for storing the completed product if a default isn't defined at the maintenance work order level.

Work Definition Parameters

The following table discusses the parameters for the maintenance work definition in the maintenance organization:

Parameters Description

Starting Operation Sequence

Specifies the default sequence number for the first operation in a maintenance work definition and maintenance work order. The value must be a positive integer.

Operation Sequence Increment

Specifies the incremental value by which the sequence of the operation is to be increased in the maintenance work definition and maintenance work order.

The value must be a positive integer.

Phantom Operation Inheritance

Specifies whether the phantom components and resources are inherited at the same operation that the phantom is assigned in the parent item maintenance work definition.

The valid values are:

  • Material Only: If selected, when creating the maintenance work order, all of the phantom components are inherited at the same operation that the phantom is assigned in the parent item maintenance work definition.

  • Material and Resources: If selected, when creating the maintenance work order, all of the phantom components and resources are inherited at the same operation that the phantom is assigned in the parent item maintenance work definition.

The default value is Material Only.

Work Order Prefix

Specifies the prefix to use when automatically generating the work order names when creating the maintenance work orders.

You can enter a maximum length of 30 characters.

Work Order Starting Number

Specifies the initial number to pass in to the document sequence which is created when a record is saved.

The value must be a positive integer greater than zero. The default value is 1000.

This field becomes read only after the maintenance work order document sequence for the maintenance organization is created.

Default Overcompletion Tolerance Percentage

Specifies the percentage of assemblies that you can complete over the quantity specified on the maintenance work order.

The value must be between 1 and 100. The default value is blank.

Default Transaction Mode

Specifies whether the materials and resources are defaulted from the maintenance work order operation when reporting the material or resource transactions.

The valid values are:

  • All: If selected, all the components and resources that are associated with the maintenance work order operation are defaulted and you can transact against them.

  • Entered: If selected, the components and resources that are associated with the maintenance work order operation aren't defaulted and you're required to enter the specific component or the resource to transact.

The default value is All.

Default Transaction Quantity

Specifies whether the transaction quantity is to be defaulted as that of the required quantity during the material or resource transactions in a maintenance work order. However, you can make changes to the default quantity.

The valid values are:

  • None: If selected, the transaction quantity isn't defaulted as that of the required quantity during the material or resource transactions in a maintenance work order.

  • Material: If selected, the transaction quantity is defaulted as that of the required quantity during the material transactions in a work order.

  • Resources: If selected, the maintenance transaction quantity is defaulted as that of the required quantity during the resource transactions in a maintenance work order.

  • Both: If selected, the transaction quantity is defaulted as that of the required quantity during the material and resource transactions in a maintenance work order.

The default value is Both.

Allow Quantity Changes During Backflush

Specifies whether you can change the transaction quantity or not.

The valid values are:

  • None: If selected, during backflush, you can't modify the transaction quantity of the pull components required in an operation and can't report the consumption of the ad hoc material. During automatic charging, you can't modify the charge quantity of the automatic resources required in an operation and can't report the usage of the ad hoc resources.

  • Material: If selected, during backflush, you can modify the transaction quantity of the pull components required in an operation and can report the consumption of the ad hoc material. During automatic charging, you can't modify the charge quantity of the automatic resources required in an operation and can't report the usage of the ad hoc resources.

  • Resources: If selected, during backflush, you can't modify the transaction quantity of the pull components required in an operation and can't report the consumption of the ad hoc material. During automatic charging, you can modify the charge quantity of the automatic resources required in an operation and can report the usage of the ad hoc resources.

  • Both: If selected, during backflush, you can modify the transaction quantity of the pull components required at an operation and can report the consumption of the ad hoc material. During automatic charging, you can modify the charge quantity of the automatic resources required at an operation and can report usage of ad hoc resources.

The default value is None.

Default Work Order Traveler Template

Specifies the name of the template to be used for printing the maintenance work order traveler or the labels for the maintenance organization.

You may use your own BI publisher templates by specifying the file path and file name of your templates in this parameter. If the parameter is blank, the default template defined in the BI publisher report definition settings is used for all the maintenance organizations.

maximum string length of 400 characters.

Default Label Template

Specifies the name of the template to be used for printing the maintenance work order traveler or the labels for the maintenance organization.

You may use your own BI publisher templates by specifying the file path and file name of your templates in this parameter. If the parameter is blank, the default template defined in the BI publisher report definition settings is used for all the maintenance organizations.

You can enter a maximum string length of 400 characters.

Include component yield in material requirements

Indicates whether the component yield is factored into the maintenance work order material requirements and the component quantities during the material transactions.

You deselect this parameter to avoid rounding the decimal quantities. The rounding can inflate transaction quantities causing inaccurate representation of requirements.

Automatically associate serial numbers during work order import

Indicates whether the serial numbers are to be automatically generated and associated when importing a maintenance work order.

How You Manage Lookups for Maintenance

Lookups in an application represent the set of codes and their meanings. For more information on lookups that are common to any Oracle application, refer to the Implementing Common Features for Oracle SCM Cloud guide.

In addition to the common lookups, you can set up the lookups specific to Oracle Maintenance Cloud as needed. To set up lookups for Maintenance Cloud, in the Setup and Maintenance work area, use the following:

  • Offering: Manufacturing and Supply Chain Materials Management

  • Functional Area: Maintenance Management

  • Task: Manage Maintenance Lookups

The Maintenance Cloud application uses the following lookups that can be populated as needed:

Lookup Name Lookup Code Description

Maintenance Work Definition Status

ORA_MNT_WORKDEF_VERSTATUS

Enables you to list all the active or inactive maintenance work definitions.

Print Work Order Material List Sort Options

ORA_MNT_WO_GCL_SORT

Enables you to sort the options for printing the maintenance work order material list.

Maintenance Work Order Type

ORA_MNT_WO_TYPE

Indicates if the work order performed against an asset is preventive or corrective.

Maintenance Work Order Subtype

ORA_MNT_WO_SUB_TYPE

Indicates the condition under which a work order must be performed against an asset.

Work Order Completion Search Options

ORA_MNT_WO_CMPL_SRCH

Enables you to search for the work orders based on whether the work order is completed on time or completed late.

Asset Work Order Time Period

ORA_MNT_ASSET_WO_TIME_PERIOD

Captures the time periods during which the work orders are aggregated for an asset.

Landing Page Graph Legend

ORA_MNT_GRAPH_LEGEND

Captures the legends for graphs displayed in the maintenance overview page.

Search Object Type

ORA_MNT_SEARCH_OBJECT

Enables you to search for the object types from the maintenance work area. Examples of the object types are asset, work order, work definition, and so on.

Work Areas, Resources, and Work Centers

In a maintenance organization, the maintenance activities are carried out in the work centers within the work areas using the resources. So, the required work areas, resources, and work centers must be set up in a maintenance organization before the day to day maintenance activities can be commenced.

This figure illustrates the recommended order to perform the setup. First, create the work areas, then resources, and finally the work centers. Then, add the resources to the work centers and allocate shifts to the resources.

Recommended order in which the setups are to be
performed

Work Areas

First, you must create the required work areas for the maintenance organization. A work area is a specific region allocated for performing the maintenance activities. Every maintenance organization must have at least one work area. However, you can create multiple work areas as per your requirement.

Resources

After creating the work areas, you must create the resources that you need for the maintenance organization. The labor and equipment that you need for performing the maintenance activities are accounted as the resources.

Work Centers

After creating the work areas and resources, you must create the work centers. The production unit consisting of people or equipment is referred as a work center. Add the resources to the work centers where you want to use the resources. You must then allocate shifts for the resources. You can also manage the work center calendars for the resources.

How You Manage Maintenance Work Areas

A work area is the specific region in a maintenance organization where the maintenance activities are executed. In other words, a work area identifies a physical, geographical, or logical grouping of work centers.

At least one work area must be defined for a maintenance organization. However, a maintenance organization can have one or more work areas defined within it. A work area consists of one or more work centers within it. Maintenance technicians can report material, resource, and operation transactions performed at work centers that belong to a specific work area.

The Manage Work Areas page serves as a starting point to create, edit, and delete the work areas. To access the Manage Work Areas page, based on your security privilege, you can do either of the following:

  • In the Maintenance Management work area, in the Tasks pane, click the Manage Maintenance Work Areas link in the Maintenance Setup category.

  • In the Setup and Maintenance work area, use the following:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Maintenance Management

    • Task: Manage Maintenance Work Area

Create, Edit, and Delete Work Areas

You create a work area by providing a unique name and code for the work area.

A work area is deactivated or reactivated by updating the Inactive On field. When a work area is deactivated, the work area isn't available for further use until it's reactivated.

You can delete or deactivate a work area if either of the following is true:

  • The work area has no associated work center.

  • The work area has no active work center associated with it.

How You Manage Maintenance Resources

The resources are the labors, equipment, and tools allocated to a work center. Resources can be categorized into two types: Labor and Equipment.

The Manage Resources page serves as a starting point to create, edit, and delete the resources. To access the Manage Resources page, based on your security privilege, you can do either of the following:

  • In the Maintenance Management work area, in the Tasks pane, click the Manage Maintenance Resources link in the Maintenance Setup category.

  • In the Setup and Maintenance work area, use the following:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Maintenance Management

    • Task: Manage Maintenance Resources

Create, Edit, and Delete Resources

You must create a resource with unique name and code. Additionally, you must define the resource type and usage UOM of the resource at the time of creation. You can't change the usage UOM of a resource once the resource is associated with a work center. However, you can edit all other resource attributes at any time.

Note: The usage UOM field indicates the unit of measure for the planned and actual usage of a resource. A resource can be used in the work definitions and work orders only if the usage UOM belongs to the UOM class as defined in the profile SCM Common: Default Service Duration class.

A resource is deactivated or reactivated by updating the Inactive On field. When a resource is deactivated, the resource isn't available for further use until it's reactivated. You can delete a resource only if the resource isn't assigned to any work center and the resource isn't associated with any active resource instance.

How You Manage Maintenance Resource Instances

A resource instance is granular representation of a resource and is represented by a unique code and name. A resource instance may or may not be associated with a work center. A resource instance can be of labor type or equipment type based on the resource with which it is associated.

On the Resource Instances tab of the Edit Resource page, you can create, edit, and delete the resource instances.

You can access the Edit Resource page using either of the following steps:

  • On the Maintenance Management work area, in the Tasks pane, click the Manage Maintenance Resources link. On the Manage Resources page, click the resource name to open the Edit Resource page.

  • In the Setup and Maintenance work area, go to the following:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Maintenance Management

    • Task: Manage Maintenance Resources or Manage Maintenance Resources Instances

    On the Manage Resources page, click the resource name to open the Edit Resource page.

You can create a resource instance with a unique identifier and a name. Optionally, you can select the primary work center for the resource instance. This facilitates quick assignment of the resource instance in work orders and work execution transactions. You can also deactivate or reactivate a resource instance by updating the Inactive On field. When a resource instance is deactivated, the resource instance is not available for further use until it is reactivated.

For an equipment type of resource instance, you can provide the asset number and asset description to associate the resource instance with the asset. For a labor type of resource instance, you can provide the person type and person name to associate the resource instance with a worker.

How You Manage Maintenance Work Centers

The work centers are specific production units that consist of people or equipment with similar capabilities. Each work center is associated with a valid work area and can be used for capacity requirement planning and detailed scheduling.

The Manage Work Centers page serves as a starting point to create, edit, and delete work centers. To access the Manage Work Centers page, based on your security privilege, you can do either of the following:

  • In the Maintenance Management work area, in the Tasks pane, click the Manage Maintenance Work Centers link.

  • In the Setup and Maintenance work area, use the following:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Maintenance Management

    • Task: Manage Maintenance Work Centers

Create, Edit, and Delete a Work Center

You create a work center by providing a unique name and code for the work center, and a valid work area to which the work center is associated.

A work center is deactivated or reactivated by updating the Inactive On field.

You can't delete a work center if:

  • The work center has any resource associated with it.

  • The work center is being referenced in a work definition operation.

  • The work center is being referenced in a work order operation.

Add Resources to a Work Center and Allocate Resources to a Shift

After creating a work center, you can add resources to it and then allocate shift hours to each resource.

You can add a resource to a work center by selecting from or entering values for the following fields:

Field Description

Resource

The unique identifier of the resource.

Inactive On

The date on which the resource becomes inactive.

Default Units Available

Number of resource units available in a work center.

Available 24 Hours

Indicator whether a resource is available 24 hours a day. A resource that isn't available 24 hours is available only during the shifts assigned to it.

Check Capable To Promise

Indicator whether the Global Order Promising engine considers the capacity of this resource during order promising.

Utilization

The percentage of the resource time available for the task.

Efficiency

The percentage of the time a resource takes to complete a task.

Utilization and Efficiency Percentages:

The utilization and efficiency percentages are by default set to 100%. When these percentages are set to less than 100%, they extend the scheduled duration of the resource during work order scheduling. For example, if 1 hour of work is required to be done using the resource R1 starting from 10 AM on a specific work order, and if its efficiency is 50%, and utilization is 50%, then the scheduler determines the end time for this resource as 2 PM, calculated as following:

1 / ( 0.5 * 0.5 ) = 4 hours

Resource Allocation:

A resource is available in shifts if the Available 24 Hours field isn't selected. When a shift-based resource is associated with a work center, default units of the resource are automatically assigned to all the shifts of the maintenance organization. You can update the availability of resource units across the shifts as required.

For example, consider that you have defined two 8-hour shifts for the work center WC1: Day shift and Night shift. You associate two units each of four resources R1, R2, R3, and R4 to the work center WC1. The following table shows the key scenarios and their implementations:

Scenario Consideration Solution

You want the resource R1 available for 24 hours a day.

You haven't associated the resource R1 to the work center WC1 yet.

Select the Available 24 Hours check box when associating the resource R1 to the work center WC1. Now, the two units of resource R1 are available 24 hours a day and you can't assign any shift for it.

You want two units of the resource R2 available for the Day shift only.

You have already associated the resource R2 to work center WC1 with Available 24 Hours check box deselected.

In Resource Availability region, in the Day shift column, enter 2 against the resource R2. Now, the two units of resource R2 are available for Day shift. For the Night shift, the resource R2 has zero or blank value.

You want one unit of the resource R3 available for Day shift and one unit of resource R3 available for Night shift.

You have already associated the resource R3 to work center WC1 with Available 24 Hours check box deselected.

In Resource Availability region, in the Day shift column, enter 1 against the resource R3 and in the Night shift column, enter 1 against the resource R3. Now, one unit of resource R3 is available for the Day shift and one unit of resource R3 is available for the Night shift.

You want all the units of resource R4 available for both the Day shift and Night shift.

You have already associated the resource R4 to work center WC1 with Available 24 Hours check box deselected.

In Resource Availability region, in the Day shift column, enter 2 against the resource R4 and in the Night shift column, enter 2 against the resource R4. Now, two units of resource R4 are available for both the Day shift and the Night shift.

View and Manage Resource Exceptions

You use the work center resource calendar to view and manage the exceptions related to the resources. In case of a conflict, the exceptions granted in the work center resource calendar override the exceptions granted in production calendar.

How You Manage Maintenance Work Order Statuses

If you're a maintenance manager, you can define and update work order statuses to support enterprise-specific business processes. To do so, use the Manage Work Order Statuses page. Here are two ways to find the page:

  • In the Tasks pane of the Maintenance Management work area, click the Manage Work Order Statuses link.

  • In the Setup and Maintenance work area, use this path:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Maintenance Management

    • Task: Manage Manufacturing and Maintenance Work Order Statuses

A work order status can be either predefined (system status) or user-defined. Here are the predefined statuses:

  • Unreleased

  • Released

  • On Hold

  • Completed

  • Closed

  • Canceled

Define a New Work Order Status

To define a new status, click the Add icon. You must provide a unique name and code for the status, and associate it to a system status. For example, you can define the new status Awaiting Materials, and associate it to the system status On Hold. This helps you sort, manage, and report work orders more effectively.

Use a name that the user can relate to the associated system status. You can add a prefix or a suffix of the system status. For example, you can use the name AWAITING_MATERIALS_ONHOLD to indicate that the new status is associated to the system status On Hold.

Edit a User-Defined Work Order Status

You can only update the Name and Description attributes for both system statuses and user-defined statuses. For a user-defined status, you can't update the Code and System Status attributes.

It's recommended to not update the name of the system status. However, if you want to, you should do it in a way that the user can understand and associate it to the original name of the system status.

Deactivate a User-Defined Work Order Status

To deactivate a user-defined status, update the Inactive On field. When deactivated, the status isn't available for further use until it's reactivated.

Delete a User-Defined Work Order Status

To delete a user-defined status, select the status and click the Delete icon. You can delete a work order status only if it's not associated with any active or closed work order.

Set Up Maintenance Organization Relationships

The steps to set up the maintenance organization relationships are:

  1. In the Setup and Maintenance work area, go to the following:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Maintenance Management

    • Show: All Tasks

    • Task: Manage Maintenance Organization Relationships

  2. On the Manage Maintenance Organization Relationships page, search for the organization.

  3. Search for the organizations that you want to view.

  4. Select the organization. The Organization Relationship Details pane shows the organization relationships for the selected organization.

  5. On the Organization Relationship Details pane, you can view, add, and remove the organization-to-organization relationships for the selected organization.

Set Up Electronic Signatures and Electronic Records for Maintenance Exception Closure

You must enable the ability to capture the Electronic Signatures and Electronic Records for maintenance exception closure.

Steps for setting up maintenance exception closure:

  1. In the Setup and Maintenance work area, go to the following:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Facilities

    • Task: Configure Electronic Signature Preferences

  2. Select Change Feature Selection.

  3. On the Edit Features: Facilities page, select the Enable check box for Capture electronic records and Electronic signatures for SCM Transactions, if not selected already. Then, click Done.

  4. Select the organization. You can also add an organization using the Add icon. Then, for the Maintenance Exception Closure transaction, select the Signature Enabled check box.

  5. Click Save and Close.

Steps for setting up the business process rule:

  1. In the Setup and Maintenance work area, go to the following:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Facilities

    • Task: Manage Task Configurations for Supply Chain Management

  2. Search for ExceptionClosureApprovalHumanTask and click the task.

  3. Select the Assignees tab. On the tab, click Maintenance Exception and then select Go to Rule.

  4. Select the ExceptionClosureApprovalSingleRule.

  5. Click the Add icon and then expand the newly added row.

  6. Search for ExceptionClosureApprovalHumanTaskPayloadType and select the task.

  7. Select organizationCode.

  8. Enter the organization code. Then, click Add Approver and select Resource.

  9. Enter MNT_QA in the Users field.

  10. Select Rule and Click Validate.

  11. Click Save and then click CommitTask.

Note: For more information about implementing E-Signatures and generating E-Records, refer to the Implementing E-Signatures and E-Records chapter of the Oracle SCM Cloud Implementing Manufacturing and Supply Chain Materials Management guide.