12.2.4
Author:
ALM QA
Creation Date:
23.06.2014
22.08.2014
Version:
Approved
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Functional Impact Assessment Document for <RUP/Consolidation Name>
Contents
PATCH DETAILS...........................................................................................................................................................3
1
1.1
1.2
SCOPE ...............................................................................................................................................................................4
2
2.1
New Features..............................................................................................................................................................................4
2.2
Asset Lifecycle Management - Functional Changes ..................................................................................................................4
2.2.1
eAM - Work Order ....................................................................................................................................................................... 4
2.2.2
eAM - Asset ................................................................................................................................................................................. 6
2.2.3
eAM - Setup ................................................................................................................................................................................. 7
2.2.4
eAM - Preventive Maintenance ................................................................................................................................................... 8
2.2.5
eAM - Transactions ...................................................................................................................................................................... 8
2.2.6
eAM - Cost ................................................................................................................................................................................... 9
2.2.7
eAM - Work Request ................................................................................................................................................................... 9
2.2.8
eAM User Experience Enhancements....................................................................................................................................... 9
2.2.9
eAM Linear Asset Management ............................................................................................................................................... 9
2.2.10 IB - Integrate ................................................................................................................................................................................ 9
2.2.11 IB - Framework .......................................................................................................................................................................... 10
2.2.12 IB - Counters .............................................................................................................................................................................. 10
2.2.13 OAT Fixed Assets..................................................................................................................................................................... 10
NOTES ............................................................................................................................................................................. 15
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Functional Impact Assessment Document for <RUP/Consolidation Name>
1.1
Patch Details
Patch Number
Patch Description
17919161
17944289
1.2
Comments
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Functional Impact Assessment Document for <RUP/Consolidation Name>
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
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.
a.
In Maintenance User Workbench, when using profile EAM: 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.
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 time
accordingly.
d.
If a Resource is assigned, the Dates can be updated only from the Details Tab
Operations:
Resource:
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Functional Impact Assessment Document for <RUP/Consolidation Name>
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.
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
Requisitions:
Material:
a.
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.
Assets:
2.2.2
a.
Assets open work link displays right data from simple search page
b.
eAM - Asset
Asset Group LOV in Failure 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:
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Functional Impact Assessment Document for <RUP/Consolidation Name>
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.
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
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.
Click Materials or Resources button on Work Order Form. Forms is opened for update/ create.
Meter Reading:
a.
a.
EAM to allow selection of Inter-class and Intra-class UOM conversions during the transaction
process. Multi UOM material issue support.
a.
UOM:
Favorites:
Cost:
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Functional Impact Assessment Document for <RUP/Consolidation Name>
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
Validations:
a.
b.
PM schedule definition form validation have been introduced for following cases :
o
'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.
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
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
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'.
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'
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.
b.
Concurrent program from forms has been moved to OA Pages (Generate Preventive Maintenance Work
Orders - Self Service)
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.
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
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Functional Impact Assessment Document for <RUP/Consolidation Name>
2.2.11
g.
h.
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.
IB - Counters
Readings:
2.2.13
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.
d.
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 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
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Functional Impact Assessment Document for <RUP/Consolidation Name>
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 for reporting purpose.
"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.
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.
When triggering bottom up scheduling for standard operations, updating resource scheduled dates
updates operation dates.
Supply Type can be manually changed from Bulk to Push & Vice-versa.
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Functional Impact Assessment Document for <RUP/Consolidation Name>
When implemented, PM work orders are ordered by scheduled start date, interval multiple, and schedule
name.
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 maintain correct on-hand quantity even after return material to inventory transaction.
Able to do Asset Move when Assets are Lot and Serial Controlled.
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.
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
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Functional Impact Assessment Document for <RUP/Consolidation Name>
Notes
Work order Work flow with Notification Approval from Home page,
Work order creation with an Asset number with activity association for defaulting attributes,
Verify costing transactions of work order with enabling Asset route allocation.
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
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Functional Impact Assessment Document for <RUP/Consolidation Name>
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.
o Run your key business flows that across all features of Preventive Maintenance.
Key features include,
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
Launching Maintenance Workbench with both set name field and include children checkbox
entered would launch form successfully
Create Item Instance through UI for Non-serialized or Serialized or Lot control Item.
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
o Run your key business flows that cut across all features of Counters.
Key features include,
Capture counter reading from different Applications Viz. Service Contracts, Field Service,
cMRO, eAM and Depot Repair
*** NOTE: User should not enable Customer IB profile if they are using eAM and OAT products
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Functional Impact Assessment Document for <RUP/Consolidation Name>
Creation of a Fixed Asset for an item created with more than 40 characters
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
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Functional Impact Assessment Document for <RUP/Consolidation Name>