FUNCTIONAL IMPACT ASSESSMENT DOCUMENTOracle Asset Life Cycle Management 12.2.4 Application Release: 12.2.4 Author: ALM QA Creation Date: 23.06.2014 Last Updated Date: 22.08.2014 Version: Approved 1 Functional Impact Assessment Document for <RUP/Consolidation Name> ....................................2 eAM ...................................................................2...........................................................................................................4 eAM ...............................................................................Asset ...................1 Consolidated Patch Details ...........5 eAM ............11 IB ...............................8 eAM – User Experience Enhancements......................................................1........................................................Cost ................... 9 2......1 3......................13 OAT – Fixed Assets........................................................................... 6 2......................3 1.........................................2................ 9 2..............................3 4 Enterprise Asset Management ..........4 2 2.................................................2...................................1............................................................Functional Changes ................................... 8 2......................................................................................................2 Asset Lifecycle Management .............. 9 2..........................1 New Features..........................Work Request ................................................9 eAM – Linear Asset Management ...3 SCOPE ..3 eAM ....................................................................................... 7 2..... 9 2....................................2.................2.................................................................................................................4 2.....................................................Contents PATCH DETAILS........................................................................................................................3 1 1.........2......................2...................................................................................................Work Order ................................................................................1 eAM ...................................................................................................................................................................Counters ...........................1............................. 13 Oracle Asset Tracking ..................................2.............................................................................................2...........7 eAM .....................................................................................................................................................................................................................Setup ....................................................................................................10 IB .......................................................2........................................................................................... 10 2......................Preventive Maintenance .................................. 12 Install Base ................2.................................................................................................................................................................Framework ............................................................................................2......... 4 2..................................................... 10 3 FUNCTIONAL IMPACT .................................................................................. 9 2.........................................2 List of Patches/Fixes Included .......................2 3................................................... 8 2................................................6 eAM ...................................................................... 15 2 Functional Impact Assessment Document for <RUP/Consolidation Name> .................................................................................................................12 IB .Transactions ..........................2..........................4 2.... 12 3.............................................................................................................................................................. 10 2......................................................................................................... 14 NOTES .................................Integrate ................................................................................................................................................................. 1 1.4.2 Comments List of Patches/Fixes Included Please refer to readme section of the mentioned consolidations 3 Functional Impact Assessment Document for <RUP/Consolidation Name> .4 RELEASE UPDATE PACK 17944289 R12.delta.2.SCM_PF.C.1 Patch Details Consolidated Patch Details Patch Number Patch Description 17919161 ORACLE E-BUSINESS SUITE 12. Oracle Supply Chain Management Family 1. Non-time based resources cannot be set as Scheduled Yes. b.2 2. b. Actual End Dates time on an operation is populated based on user entered during Operation Completion. In Maintenance User Workbench.com/epmos/faces/DocumentDisplay?id=1903217. the user is able to see all work for his department and the search allows selection for all the resources in the department. and it will only calculate the time of based resource with Scheduled flag Yes in WO Stats. Update Work Order page. the Dates can be updated only from the Details Tab Operations: Resource: 4 Functional Impact Assessment Document for <RUP/Consolidation Name> .4 for the list all features Delivered. d. Express Work order create /Update in Approval Pending Status is not allowed.Functional Changes 2. on modify scheduled start date timestamp and save. If a Resource is assigned. Added validation message “Transactions can't be performed for pending released work order”. the changes in resource information updates the operation dates. c. d. a.2 Asset Lifecycle Management .1 eAM . b.2. Usage Rate can be changed in Work Order Operation a.Work Order Work Flow: a. the modified values are retained. Resource employee name has been synced with the selected one and loaded charge time accordingly. when using profile EAM: Maintenance Supervisor. c. Execution of multiple re-assignments and approvers for a Work order work flow.1 2. For standard operation updates.oracle.1 Scope New Features Please refer the RCD document of 12.2. https://support. added validation for open PR/PO. After adding a material(Inventory Item) of Supply Type "Bulk" in a WO. Item locator information is displayed in self service page and forms for Project ID is synced.Work Order: a. Shift Dates modifies the Date Required field for Description based Items also. Lot control items on-hand/available quantity will shows right value after adding a sub-inventory in the self-service work order material requirements. PO quantities are updated correctly when Vendor contact associated with multiple sites. Click Materials button to visit Requirements window after clicked other tab in the Work Orders window. user can manually change supply type to "Push" e. New Liner Asset regions shall be displayed if the Asset is Linear enabled. This LOV now shows both asset and non-asset sub inventories unless profile option INV: Allow Expense to Asset Transfer is set to No Requisitions: Material: Express Work Order 5 Functional Impact Assessment Document for <RUP/Consolidation Name> . d. d. Able to query work order with name more than 80 and less than 240 Characters in Forms. a. duplicate results will not be fetched from the Material LOV. if user chooses a WO for serialized rebuildable from the WO Number filter. When a user executes an advanced search for work orders and include the parameter Include Asset Children is Yes. h. Updating the Direct Item description restricts requisition generation trigger. b. It is Triggered only after WO release c. f. g. the req_main stacked canvas is visible c. e. One step material issue page. b. f. Complete WO to user defined Complete-No Charge status. Changed label name "Asset Number Description" to "Asset Full Description" on Work order Advanced Search page. g. a. Shutdown end date and time can display on work order completion. the number shows the asset number instead of the serial number. In Rebuildable Work Order Form. The work order type displays the value stored in the database in all cases (lower / Upper). Work order description is defaulted when activity is updated directly in summary mode c. the result is returned at acceptable time frame. b. when search by asset number with the option include children as Yes. ct will no longer get next service date in the past. b.a. Asset Group LOV in Failure Tracking advanced search works exactly as Asset Group LOV in simple search b.2. e.2 a. When adding asset/Rebuildable number to the asset routes. Linear Asset can be enabled through Asset Number form. As left Days cannot be negative anymore. The column 'Charge Asset Number' in the Rebuild Work Order form can export into Excel sheet a. Provision to Personalize the complete work order button in operation completion page. Export: Personalization: Asset Details: 6 Functional Impact Assessment Document for <RUP/Consolidation Name> . the operation start date and end date will be defaulted to work order scheduled start and scheduled completion date. Changed labels "Description" to "Asset Description" and "Full Description" to "Asset Full Description" on Asset Advanced Search page. the LOV displays only Asset/Rebuildable numbers. a. Personalized Asset search with "Attributes" criteria. In Failure Analysis page.Asset Asset LOV / Search: a. selecting Go button for created view will retrieve expected results b. failure information for the child assets which are end dated is also shown in the results. In the case that the meter's initial reading is after the last service date. post saving the work order. Assets open work link displays right data from simple search page b. Assets: 2. In other cases. when click Find button. eAM . Work order completion flexfield is available on express work order page. b. we cannot use the logic in previous step. In Enterprise Asset Management>Assets>View Asset Number. a. Express Work Order Page. and will use the last service reading on the last service date as latest Reading instead. We will only use 'exclude the readings past the last service date' logic to calculate left Days when we get left Days < 0 calculated from all readings. all readings will be used. It shows the Summary Window c. d. This change will not affect the calculation of usage rate. no WO header DFF validation error in OAF for MFG_ORGANIZATION_ID profile. a. 'Read only' PM schedule definition form is showing base meter/base meter reading. Entering a meter reading results in correct child (target) meter value. When such Assets are transferred (Intransit Receipt) then Inventory creates an entry in(Object_type. eAM . EAM to allow selection of Inter-class and Intra-class UOM conversions during the transaction process. Work Order Form: a. When the PM schedule uses base date option. When the PM schedule uses base meter option. Object_type2.3 Flexibility in asset cost distribution for asset routes. Parent_object_type. b. Multi UOM material issue support. Clearing the Next Service date while PM WO get completed solves the issue of misleading values. and the date rules tab is disabled.2. When user changes organization. Forms is opened for update/ create.c.Setup Preventive Maintenance: a. 'Read only' PM schedule definition form is showing base date. Click Materials or Resources button on Work Order Form. 2. Meter Reading: a. and the meter rules tab is disabled. Parent_object_type2) table. a. a. Provide Asset Hierarchy View in the Self-Service Work Request responsibility Asset Move Workbench: a. to track the transfer. DFF: Asset Hierarchy: a. Used the columns to eliminate such Asset in Configuration History & Hierarchy page in Self Service Asset Route (Costing Enhancements) a. Added favorites goes to the specified page UOM: Favorites: Cost: 7 Functional Impact Assessment Document for <RUP/Consolidation Name> . o If quantity provided is more than the list in LOV . these error messages will also appear when loading PM schedules/templates using EAM_PMDEF_PUB API as well. b. o 'The base meter information cannot be empty. 'From Serial' will be defaulted to 'To Serial'. b. the Cost value display the thousand separator in Work Order Stats in case of Preference Number format:10. When implemented. o If exact value is entered for 'From serial' without selecting from range of values in the LOV .Preventive Maintenance Validations: a. interval multiple.000. The suppression detail of the suppressor activity is displayed when opening PM schedule form within Activity Workbench. when PM Definition form is opened via activity work bench. PM work orders are ordered by scheduled start date. 2.' .' . 'From Serial' will be defaulted to to serial. Provision for an offset to adjust the cycle and sequence properly when Non-Movables are present.this will appear when the schedule uses base meter option and the base meter reading is empty. Activity / Maintenance Workbench: a.this will appear when the schedule uses base date option and the base date is empty. eAM . 'To serial' will be derived as 'From Serial' + transaction quantity from within the results of the LOV of 'From Serial' . 2. c.5 When searching a PM definition by review date range. review date field can be updated. PM schedule definition form validation have been introduced for following cases : o 'The base date cannot be empty.00 eAM . Create an activity from ACTIVITY WB.4 In create/update WO self-service page. o Apart from saving the schedule in the schedule definition form. and schedule name. Maintenance Super User Responsibility . d.a. if the conditions arise. In EAM . only schedules with review dates inside the range are included. the template field is made mandatory.Transactions One Step Material Issue: b. Search: a. Return Material to Inventory (Non-English Instance): 8 Functional Impact Assessment Document for <RUP/Consolidation Name> .2.2. this way work order is not skipped. Transaction History for an Item Instance displays the old and new Site Numbers after Instance movement 9 Functional Impact Assessment Document for <RUP/Consolidation Name> .8 2. IB . Material transactions are interfaced to IB for Item having multiple UOM defined f.a. Miscellaneous Receipt transaction successfully interfaced to IB c. b. e.2. Concurrent program from forms has been moved to OA Pages (Generate Preventive Maintenance Work Orders . eAM . a new page has been introduced.7 a.2. Added new field "Asset Full Description" to search criteria on Work Requests Advanced Search page. user can perform all Map (ESRI/Spatial) related setups.9 2.10 a. A transaction miscellaneous issue should performed on parent item without any issue. Now. b.2. Correct instance for the related Lot number is getting updated while doing multiple RMA receipt. Linear Workbench. user can return the rebuildable item to inventory in Asset Configuration History page.2. user can perform all setup related to Linear Assets. Route Workbench. 2. Install location provided at Sales Order Sales Order should be reflected as the install location in Install Base d. When a non-serialized item instance is component of serialized Item (component's instance usage code is "IN_RELATIONSHIP"). This includes a new Report Tab b.Cost Estimation: 2. Search Work Request is displaying the asset description for all the characters in the summary view by personalization.Work Request Search: 2. Work Order Details > Materials > Direct Item has duplicate PO lines. eAM – User Experience Enhancements a. if the PO line is cancelled & we click the Estimate button. a new page has been introduced.6 In all languages instance. b.Self Service) eAM – Linear Asset Management a.Integrate Transaction: a. Cancel one of the duplicate lines from PO forms. the Estimated Cost shows '0' eAM .2. Estimated cost of OSP resources with type miscellaneous are shown in WO estimate details page b. b. add 'Additional Attribute Name' and 'Additional Attribute Value' using the 'Add Another' to add fields to the query parameters.2. it goes fine without any error. From Oracle Installed Base Agent User. Parameter 'Additional Attribute Name' is saved in 'Save search' functionality query details. it is allowed if there is no later transaction b. System view configuration page shows the correct system details IB .Framework HTML UI: 2. Fixed Asset location will be updated for the Item instance for the move transactions performed • Move transaction performed on single instances from Asset Deployment page 10 Functional Impact Assessment Document for <RUP/Consolidation Name> .2. The concurrent program “Interface Move Transactions to Oracle Assets” is provisioned with an item LOV c. User is able to enter counter reading via Service Request Forms and Debrief Forms. When attempting to use the Asset Tracking Deployment tab to INSTALL an instance. c. Non-source instance's ownership is updating correctly when instance is in WIP. Choose fields 'Advanced Search'. Counters page. The Contact Email address that is displayed in the Install Base is that of the business relationship. d.12 a. Customer IB profile is added to track the Customer Owned instances. All Internal transactions will be restricted in IB IB . h. From (R) Oracle Install Base Agent User. Counter Reading with DFF is working fine. New meter read will not consider deactivated reading.11 g. IB will display instances that are owned by customers.13 a. From Oracle Installed Base Agent User > System Details > update > 'Billing Details' section > Bill to field > Search > Search and Select: Bill To Added new column 'Org name' to identify 'Bill To' for different Organization. Once the profile is updated. c. d. When trying disable a rolled over reading.2. (N) Item Instance/Item Instance/Item Instances. OAT – Fixed Assets Deployment Transactions: a.2.Counters Readings: 2. b. • Move transaction performed on multiple instances from Asset Deployment page • Sub-Inventory transfer performed on an item for with FA is associated • Inter Org shipments performed by creating a move order • Move transaction performed by creating a Sales Order and shipping to the customer Search: a. Transactions Page restricts data based on Operating Unit assigned to the user 11 Functional Impact Assessment Document for <RUP/Consolidation Name> . From Oracle Install Base Agent User. 1 Enterprise Asset Management • Saving PM Schedule validates all mandatory information in the form. able to close the Work Order. resulting in proper forecasting. • On-Hand Availability is displayed correctly. hence General/Power users are able to see [Base Date] all information available to them.3 Functional Impact 3. • Advance Search page for Assets/Work Order / Work Requests have been included with Asset Full Description entity. which in turn used for reporting purpose. • Able to create Express Work Order with Workflow enabled. • When Vendor contact is associated with multiple sites proper PO Quantity is maintained. 12 Functional Impact Assessment Document for <RUP/Consolidation Name> . • Export functionality exports all the data onto Excel. • Supply Type can be manually changed from “Bulk” to “Push” & Vice-versa. updating resource scheduled dates updates operation dates. • Flexfield is available for Express Work Order Completion in Debrief mode. • When triggering bottom up scheduling for standard operations. • "Read only" PM Schedule Definition form displays all details. • PR generation happens for Non-English Languages Instance when item description is updated. • Estimated Cost is shown for OSP resource correctly. • By correcting Operation End Date. thereby resulting them to review the PM Schedule without any issues.1. • PM forecast does not skip any Work Orders. the Resources are more granular and hence they can be updated in the Details Tab only.1. 3.2 Install Base • Able to Enter Counter Readings from SR / Debrief form. • Install Location getting updated to the instance correctly as updated in Sale Orders.• Estimations are shown correctly for Cancelled PO’s. This is because. • The Dates can be updated only from the Details Tab. • When implemented. if a resource is present for an operation. the dates in the hide/show region of summary tab would be made read only so as to avoid confusion. • Able to maintain correct on-hand quantity even after return material to inventory transaction. • Source Meter is updating the Target Meter Correctly. • Meter Readings does not consider De-Activated readings. • Failure Code entry happens without any issues in Debrief Work Order Completion. • Non-source instance's ownership is updating correctly when instance is in WIP. • Customer IB profile is non-revertible. 13 Functional Impact Assessment Document for <RUP/Consolidation Name> . • Usage Rate of Resource can be modified at Work Order Operation level. • Install Base Details are found to be correct after doing Multiple RMA Receipts. • Able to do Asset Move when Assets are Lot and Serial Controlled. and schedule name. interval multiple. Hence. • Able to do One-Step Material issue for Serialized item. PM work orders are ordered by scheduled start date. 3.1. the cost is been allocated equally 14 Functional Impact Assessment Document for <RUP/Consolidation Name> . • When a price variance occurs with a PO which has multiple assets.3 Oracle Asset Tracking • Deployment Transactions of Oracle Asset Tracking are happening without any issues. Enable DFF for material lines. the Net reading will be reset Maintenance Work Order report for work orders with multiple quality plans.4 Notes Testing Recommendations for eAM: - Key business flows o Run your key business flows that cut across all the features of Work order. If this profile is set to 'Yes'. Query the Work order with Include Childs Assets. Work order Work flow with Notification Approval from Home page. Create Work order with work request with attachments. Verify Meter templates for asset groups Work order details in failure history page Verify new profile value 'CSI: Update Net Readings on Reset' to allow users to specify whether to update Net reading on reset. Key features include. Verify Closure of work order with Open PO (fully/partially received) attached to a work order. Message will populate “There is an open Requisition or Purchase Order attached to this job/schedule” Verify Updation of Work orders from MWB even when asset number and serial number are different Verify ‘Copy work order’ when employee is not assigned to the resource 15 Functional Impact Assessment Document for <RUP/Consolidation Name> . Include Direct item in work order and update the quantity Verify costing transactions of work order with enabling Asset route allocation. Work order creation with an Asset number with activity association for defaulting attributes. WO completion. Direct item. Checking the material shortage with zero / negative on hand. With Shift based resource and charge time. Check the Allocations and issues of material with partial and full quantity for a work order. completion. Allocate material using the component pick release program for multiple work orders. Delete unused allocations while returning the material to Inventory with “Delete Allocation And Material Requirement” check box checked. Change of asset Number information after work order is saved in draft status. Reviewer and Review Date during save/update Verify creation date of PM schedule on updating the PM “Effective Date” Launching Maintenance Workbench with both set name field and include children checkbox entered would launch form successfully o Verify key APIs such as Key features include 16 Functional Impact Assessment Document for <RUP/Consolidation Name> .Deployment Transactions Asset creation for Depreciable / Normal Item. Oracle Asset Tracking . Create a Counter and enter reading for it (Mass Meter Reading). Key features include. closure and capitalization Generate PM Forecast work order through concurrent request Create PM schedules with PM templates Last service date information displays data correctly as per the work order completion Updation of PM schedule through Preventive Maintenance -> Set Name Definition -> Schedules Verify Generate Next WO. Assemble to Order Flow. o Run your key business flows that across all features of Preventive Maintenance. its release. Generation of WO from Maintenance Workbench. Creation / Updation of Item Instances for Shipment and RMA receipts. Create Item Instance through UI for Non-serialized or Serialized or Lot control Item. WIP transactions for IB enabled Item PO transactions for IB enabled Item Sales order and order fulfillment for IB enabled Item RMA transactions for IB enabled Item Simple and Advance search of Item Instance Verify the Configuration after ATO model shipment Verify the Cascade functionality in Parent & Child Instances when Transfer owner of Item Instance using Transfer owner UI and/or Transfer owner – Mass update batch program. Create and Verify Time Based Counter functionality Create and Verify Formula Counter functionality 17 Functional Impact Assessment Document for <RUP/Consolidation Name> . To assign values to asset attributes EAM_ASSETATTR_VALUE_PUB. Key features include. Key features include.INSERT_ASSETATTR_VALUE runs successfully EAM_ASSET_ROUTES_PUB. Created and update Item Instance using WebADI – Mass update batch program o Run your key business flows that cut across all features of Counters. EAM_ASSET_MOVE_PUB. EAM Asset Transfer API.prepareMoveAsset works fine for user-defined transaction type of `Miscellaneous Receipt' Testing Recommendations for Install Base: - Key business flows o Run your key business flows that cut across all the features of Item Instance.INSERT_ASSET_ROUTES populates serial_number column in MTL_EAM_NETWROK_ASSETS. cMRO. eAM and Depot Repair o Verify key XML reports such as Key features include. CSI: Customer Products Summary Report (XML) Install Base and Inventory Data Discrepancy Report (XML) *** NOTE: User should not enable Customer IB profile if they are using eAM and OAT products 18 Functional Impact Assessment Document for <RUP/Consolidation Name> . Capture counter reading from different Applications Viz. Service Contracts. Field Service. Tax on Invoice Price Variance (TIPV). Creation of Fixed Asset using Normal and Depreciable item Creation of a Fixed Asset for an item created as Asset Group Creation of a Fixed Asset for an item created with more than 40 characters Restriction of Fixed Asset search by using FA Security profile Deployment transactions can be performed on multiple instances successfully Deployment transactions The Fixed asset cost should be in functional currency even though the PO and invoice are in foreign currency The exchange rate for the PO created in foreign currency should be the PO receipt date The Invoice Price Variance (IPV). the cost should be distributed evenly The capitalization of an item can be done for the sales order shipment 19 Functional Impact Assessment Document for <RUP/Consolidation Name> . Tax Rate Variance should be added to the Fixed Asset Cost The Fixed asset cost for an item bought through a PO with multiple quantities. Exchange Rate Variance (TERV).Testing Recommendations for OAT o Run your key business flows Key features include.