Transcript
FUNCTIONAL IMPACT ASSESSMENT DOCUMENT Oracle 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
1
1.1
Patch Details
Consolidated Patch Details
Patch Number
Patch Description
17919161
ORACLE E-BUSINESS SUITE 12.2.4 RELEASE UPDATE PACK
17944289
R12.SCM_PF.C.delta.4, Oracle Supply Chain Management Family
1.2
Comments
List of Patches/Fixes Included Please refer to readme section of the mentioned consolidations
3 Functional Impact Assessment Document for
2
2.1
Scope
New Features
Please refer the RCD document of 12.2.4 for the list all features Delivered.
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1903217.1
2.2
Asset Lifecycle Management - Functional Changes 2.2.1
eAM - Work Order
Work Flow:
a.
Execution of multiple re-assignments and approvers for a Work order work flow.
b.
Express Work order create /Update in Approval Pending Status is not allowed. Added validation message “Transactions can't be performed for pending released work order”.
a.
Actual End Dates time on an operation is populated based on user entered during Operation Completion.
b.
Update Work Order page, on modify scheduled start date timestamp and save, the modified values are retained.
c.
For standard operation updates, the changes in resource information updates the operation dates.
d.
Usage Rate can be changed in Work Order Operation
a.
In Maintenance User Workbench, when using profile E AM: Maintenance Supervisor, the user is able to see all work for his department and the search allows selection for all the resources in the department.
Operations:
Resource:
b. Non-time based resources cannot be set as Scheduled Yes, and it will only calculate the time of based resource with Scheduled flag Yes in WO Stats. c.
Resource employee name has been synced with the selected one and loaded charge ti me accordingly.
d.
If a Resource is assigned, the Dates can be updated only from the Details Tab 4
Functional Impact Assessment Document for
Work Order:
a.
In Rebuildable Work Order Form, if user chooses a WO for serialized rebuildable from the WO Number filter, the number shows the asset number instead of the serial number.
b.
Work order description is defaulted when activity is updated directly in summary mode
c.
Able to query work order with name more than 80 and less than 240 Characters in Forms.
d.
When a user executes an advanced search for work orders and include the parameter Include Asset Children is Yes, the result is returned at acceptable time frame.
e.
The work order type displays the value stored in the database in all cases (lower / Upper).
f.
Shutdown end date and time can display on work order completion.
g.
Changed label name "Asset Number Description" to "Asset Full Description" on Work order Advanced Search page.
h. New Liner Asset regions shall be displayed if the Asset is Linear enabled. Requisitions:
a.
PO quantities are updated correctly when Vendor contact associated with multiple sites.
b.
Updating the Direct Item description restricts requisition generation trigger. It is Triggered only after WO release
c.
Complete WO to user defined Complete-No Charge status, added validation for open PR/PO.
a.
Item locator information is displayed in self service page and forms for Project ID is synced.
b.
Click Materials button to visit Requirements window after clicked other tab in the Work Orders window, the req_main stacked canvas is visible
c.
Lot control items on-hand/available quantity will shows right value after adding a sub-inventory in the self-service work order material requirements.
d.
After adding a material(Inventory Item) of Supply Type "Bulk" in a WO, user can manually change supply type to "Push"
e.
Shift Dates modifies the Date Required field for Description based Items also.
f.
One step material issue page, duplicate results will not be fetched from the Material LOV.
g.
This LOV now shows both asset and non-asset sub inventories unless profile option INV: Allow Expense to Asset Transfer is set to No
Material:
Express Work Order
5 Functional Impact Assessment Document for
a.
Work order completion flexfield is available on express work order page.
b.
Express Work Order Page, post saving the work order, the operation start date and end date will be defaulted to work order scheduled start and scheduled completion date.
a.
Assets open work link displays right data from simple search page
b.
Linear Asset can be enabled through Asset N umber form.
Assets:
2.2.2
eAM - Asset
Asset LOV / Search:
a.
Asset Group LOV in Fail ure Tracking advanced search works exactly as Asset Group LOV in simple search
b.
In Enterprise Asset Management>Assets>View Asset Number, when click Find button, It shows the Summary Window
c.
In Failure Analysis page, when search by asset number with the option include children as Yes, failure information for the child assets which are end dated is also shown in the results.
d.
When adding asset/Rebuildable number to the asset routes, the LOV displays only Asset/Rebuildable numbers.
e.
Changed labels "Description" to "Asset Description" and "Full Description" to "Asset Full Description" on Asset Advanced Search page.
a.
The column 'Charge Asset Number' in the Rebuild Work Order form can export into Excel sheet
a.
Personalized Asset search with "Attributes" criteria, selecting Go button for created view will retrieve expected results
b.
Provision to Personalize the complete work order button in operation completion page.
a.
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. In other cases, all readings will be used. This change will not affect the calculation of usage rate.
b.
In the case that the meter's initial reading is after the last service date, we cannot use the logic in previous step, and will use the last service reading on the last service date as latest Reading instead. As left Days cannot be negative anymore, ct will no longer get next service date in the past.
Export:
Personalization:
Asset Details:
6 Functional Impact Assessment Document for
c.
Clearing the Next Service date while PM WO get completed solves the issue of misleading values.
a.
When user changes organization, no WO header DFF validation error in OAF for MFG_ORGANIZATION_ID profile.
DFF:
Asset Hierarchy:
a.
Provide Asset Hierarchy View in the Self-Service Work Request responsibility
Asset Move Workbench:
a.
When such Assets are transferred (Intransit Receipt) then Inventory creates an entry in(Object_type, Parent_object_type, Object_type2, Parent_object_type2) table, to track the transfer. Used the columns to eliminate such Asset in Configuration History & Hierarchy page in Self Service
Asset Route (Costing Enhancements)
a. 2.2.3
Flexibility in asset cost distribution for asset routes.
eAM - Setup
Preventive Maintenance:
a. When the PM schedule uses base date option, 'Read only' PM schedule definition form is showing base date, and the meter rules tab is disabled. b.
When the PM schedule uses base meter option, 'Read only' PM schedule definition form is showing base meter/base meter reading, and the date rules tab is disabled.
Work Order Form:
a.
Click Materials or Resources button on Work Order Form. Forms is opened for update/ create.
Meter Reading:
a.
Entering a meter reading results in correct child (target) meter value.
a.
EAM to allow selection of Inter-class and Intra-class UOM conversions during the transaction process. Multi UOM material issue support.
a.
Added favorites goes to the specified page
UOM:
Favorites:
Cost:
7 Functional Impact Assessment Document for
a. 2.2.4
In create/update WO self-service page, the Cost value display the thousand separator in Work Order Stats in case of Preference Number format:10,000.00
eAM - Preventive Maintenance
Validations:
a.
PM schedule definition form validati on have been introduced for following cases : o
o
o
b.
'The base date cannot be empty.' - this will appear when the schedule uses base date option and the base date is empty. 'The base meter information cannot be empty.' - this will appear when the schedule uses base meter option and the base meter reading is empty. Apart from saving the schedule in the schedule definition form, these error messages will also appear when loading PM schedules/templates using EAM_PMDEF_PUB API as well, if the conditions arise.
Provision for an offset to adjust the cycle and sequence properly when Non-Movables are present, this way work order is not skipped.
Activity / Maintenance Workbench:
a.
when PM Definition form is opened via activity work bench, review date field can be updated.
b.
The suppression detail of the suppressor activity is displayed when opening PM schedule form within Activity Workbench.
c.
When implemented, PM work orders are ordered by scheduled start date, interval multiple, and schedule name.
d.
Create an activity from ACTIVITY WB, the template field is made mandatory.
Search:
a. 2.2.5
When searching a PM definition by review date range, only schedules with review dates inside the range are included.
eAM - Transactions
One Step Material Issue:
b.
In EAM , Maintenance Super User Responsibility , 'To serial' will be derived as 'From Serial' + transaction quantity from within the results of the LOV of 'From Serial' . o
o
If quantity provided is more than the list in LOV , 'From Serial' will be defaulted to to serial. If exact value is entered for 'From serial' without selecting from range of values in the LOV , 'From Serial' will be defaulted to 'To Serial'.
Return Material to Inventory (Non-English Instance):
8 Functional Impact Assessment Document for
a. 2.2.6
In all languages instance, user can return the rebuildable item to inventory in Asset Configuration History page.
eAM - Cost
Estimation:
2.2.7
a.
Estimated cost of OSP resources with type miscellaneous are shown in WO estimate details page
b.
Work Order Details > Materials > Direct Item has duplicate PO lines. Cancel one of the duplicate lines from PO forms. Now, if the PO line is cancelled & we click the Estimate button, the Estimated Cost shows '0'
eAM - Work Request
Search:
2.2.8
2.2.9
2.2.10
a.
Added new field "Asset Full Description" to search criteria on Work Requests Advanced Search page.
b.
Search Work Request is displaying the asset description for all the characters in the summary view by personalization.
eAM – User Experience Enhancements
a.
This includes a new Report Tab
b.
Concurrent program from forms has been moved to O A Pages (Generate Preventive Maintenance Work Orders - Self Service)
eAM – Linear Asset Management
a.
Linear Workbench, a new page has been introduced, user can perform all setup related to Linear Assets.
b.
Route Workbench, a new page has been introduced, user can perform all Map (ESRI/Spatial) related setups.
IB - Integrate
Transaction:
a.
When a non-serialized item instance is component of serialized Item (component's instance usage code is "IN_RELATIONSHIP"). A transaction miscellaneous issue should performed on parent item without any issue.
b.
Miscellaneous Receipt transaction successfully interfaced to IB
c.
Install location provided at Sales Order Sales Order should be reflected as the install location in Install Base
d.
Correct instance for the related Lot number is getting updated while doing multiple RMA receipt.
e.
Material transactions are interfaced to IB for Item having multiple UOM defined
f.
Transaction History for an Item Instance displays the old and new Site Numbers after Instance movement 9 Functional Impact Assessment Document for
g. Non-source instance's ownership is updating correctly when instance is in WIP. h. 2.2.11
Customer IB profile is added to track the Customer Owned instances. Once the profile is updated, IB will display instances that are owned by customers. All Internal transactions will be restricted in IB
IB - Framework
HTML UI:
2.2.12
a.
The Contact Email address that is displayed in the Install Base is that of the business relationship.
b.
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.
c.
From (R) Oracle Install Base Agent User, (N) Item Instance/Item Instance/Item Instances, Choose fields 'Advanced Search', add 'Additional Attribute Name' and 'Additional Attribute Value' using the 'Add Another' to add fields to the query parameters. Parameter 'Additional Attribute Name' is saved in 'Save search' functionality query details.
d.
System view configuration page shows the correct system details
IB - Counters
Readings:
a.
From Oracle Installed Base Agent User, Counters page, When trying disable a rolled over reading, it is allowed if there is no later transaction
b.
User is able to enter counter reading via Service Request Forms and Debrief Forms.
c. New meter read will not consider deactivated reading. d.
2.2.13
Counter Reading with DFF is working fine.
OAT – Fixed Assets
Deployment Transactions:
a.
When attempting to use the Asset Tracking Deployment tab to INSTALL an instance, it goes fine without any error.
b.
The concurrent program “Interface Move Transactions to Oracle Assets” is provisioned with an item LOV
c.
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
•
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.
From Oracle Install Base Agent User, Transactions Page restricts data based on Operating Unit assigned to the user
11 Functional Impact Assessment Document for
3
Functional Impact 3.1.1
Enterprise Asset Management
•
Saving PM Schedule validates all mandatory information in the form, resulting in proper forecasting.
•
Export functionality exports all the data onto Excel, which in turn used f or reporting purpose.
•
By correcting Operation End Date, able to close the Work Order.
•
"Read only" PM Schedule Definition form displays all details, hence General/Power users are able to see [Base Date] all information available to them, thereby resulting them to review the PM Schedule without any issues.
•
When Vendor contact is associated with multiple sites proper PO Quantity is maintained.
•
Able to create Express Work Order with Workflow enabled.
•
PR generation happens for Non-English Languages Instance when item description is updated.
•
Advance Search page for Assets/Work Order / Work Requests have been included with Asset Full Description entity.
•
PM forecast does not skip any Work Orders.
•
When triggering bottom up scheduling for standard operations, updating resource scheduled dates updates operation dates.
•
Flexfield is available for Express Work Order Completion in Debrief mode.
•
On-Hand Availability is displayed correctly.
•
Estimated Cost is shown for OSP resource correctly.
•
Supply Type can be manually changed from “Bulk” to “Push” & Vice-versa. 12 Functional Impact Assessment Document for
•
Estimations are shown correctly for Cancelled PO’s.
•
Source Meter is updating the Target Meter Correctly.
•
When implemented, PM work orders are ordered by scheduled start date, interval multiple, and schedule name.
•
Usage Rate of Resource can be modified at Work Order Operation level.
•
Failure Code entry happens without any issues in Debrief Work Order Completion.
•
The Dates can be updated only from the Details Tab. This is because, the Resources are more granular and hence they can be updated in the Details Tab only. Hence, 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 do One-Step Material issue for Serialized item.
•
Able to maintain correct on-hand quantity even after return material to inventory transaction.
•
Able to do Asset Move when Assets are Lot and Serial Controlled.
3.1.2
Install Base
•
Able to Enter Counter Readings from SR / Debrief form .
•
Meter Readings does not consider De-Activated readings.
•
Install Location getting updated to the instance correctly as updated in Sale Orders.
•
Install Base Details are found to be correct after doing Multiple RMA Receipts.
•
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
3.1.3
Oracle Asset Tracking
•
Deployment Transactions of Oracle Asset Tracking are happening without any issues.
•
When a price variance occurs with a PO which has multiple assets, the cost is been allocated equally
14 Functional Impact Assessment Document for
4
Notes
Testing Recommendations for eAM:
-
Key business flows o
Run your key business flows that cut across all the features of Work order .
Key features include ,
Query the Work order with Include Childs Assets,
Create Work order with work request with attachments,
Work order Work flow with Notification Approval from Home page,
Work order creation with an Asset number with activity association for defaulting attributes,
Checking the material shortage with zero / negative on hand,
Enable DFF for material lines, Direct item, WO completion,
With Shift based resource and charge time,
Include Direct item in work order and update the quantity
Verify costing transactions of work order with enabling Asset route allocation.
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. If this profile is set to 'Yes', the Net reading will be reset Maintenance Work Order report for work orders with multiple quality plans. 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
o
Delete unused allocations while returning the material to Inventory with “Delete Allocation And Material Requirement” check box checked. Check the Allocations and issues of material with partial and full quantity for a work order.
Change of asset Number information after work order is saved in draft status.
Allocate material using the component pick release program for multiple work orders.
Create a Counter and enter reading for it (Mass Meter Reading).
Assemble to Order Flow.
Creation / Updation of Item Instances for Shipment and RMA receipts.
Oracle Asset Tracking - Deployment Transactions
Asset creation for Depreciable / Normal Item.
Run your key business flows that across all features of Preventive Maintenance .
Key features include ,
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, Reviewer and Review Date during save/update
Verify creation date of PM schedule on updating the PM “Effective Date”
o
Generation of WO from Maintenance Workbench, its release, completion, closure and capitalization
Launching Maintenance Workbench with both set name field and include children checkbox entered would launch form successfully
Verify key APIs such as
Key features include 16 Functional Impact Assessment Document for
To assign values to asset attributes EAM_ASSETATTR_VALUE_PUB.INSERT_ASSETATTR_VALUE runs successfully
EAM_ASSET_ROUTES_PUB.INSERT_ASSET_ROUTES populates serial_number column in MTL_EAM_NETWROK_ASSETS.
EAM Asset Transfer API, EAM_ASSET_MOVE_PUB.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.
Key features include ,
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
o
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. Created and update Item Instance using WebADI – Mass update batch program
Run your key business flows that cut across all features of Counters.
Key features include,
Create and Verify Time Based Counter functionality
Create and Verify Formula Counter functionality 17 Functional Impact Assessment Document for
o
Capture counter reading from different Applications Viz. Service Contracts, Field Service, cMRO, eAM and Depot Repair
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
Testing Recommendations for OAT o
Run your key business flows
Key features include,
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), Tax on Invoice Price Variance (TIPV), Exchange Rate Variance (TERV), 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, 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
