Update 23D

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Module	Feature	Notes
13 NOV 2023	Maintenance	Override the Plant Production Calendar with One or More Date-Effective Work Center Calendars	Updated document. Revised details about opt-in and access requirements.
01 SEP 2023			Created initial document.

Overview

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Pre-Update and Post-Update Tasks

Depending on the features you're using in your Cloud applications, you may be required to perform certain steps immediately before or after your quarterly update. For details of these pre-update and post-update steps and the product areas that are affected, refer to Oracle Fusion Cloud SCM: Performing Your Quarterly Update (doc ID 2337485.1) on My Oracle Support.

Optional Uptake of New Features (Opt In)

Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions using the following privileges:

• Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
• Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

Here’s how you opt in to new features:

1. Click Navigator > My Enterprise > New Features.
2. On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
3. On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
4. Click the icon in the Enabled column and complete the steps to enable the feature.

In some cases, you might want to opt in to a feature that's not listed in the New Features work area. Here's how to opt in:

1. Click Navigator > My Enterprise > Offerings.
2. On the Offerings page, select your offering, and then click Opt In Features.
3. On the Opt In page, click the Edit Features (pencil) icon for the offering, or for the functional area that includes your feature.
4. On the Edit Features page, complete the steps to enable the feature.

For more information and detailed instructions on opting in to new features for your offering, see Configure Offerings.

Opt In Expiration

Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.

Feature Summary

Maintenance

Maintenance

Pick Materials for Work Orders using Additional Parameters

It's common in the supply chain process to move materials required for a work order from the central warehouse subinventory to a shop floor supply subinventory as needed. The material requested is picked and moved from the warehouse to the shop floor to meet the requirements for work orders that have been scheduled in future.

With this update, additional parameters have been introduced to meet the business requirement.

Pick Materials For Work Orders Scheduled Process

The new parameters introduced for the scheduled process are:

• Work Center
• From Work Order Operation Start Date
• To Work Order Operation Start Date

It's required to provide either Hours ahead or From Work Order Operation Start Date. The maximum duration between the From Work Order Operation Start Date and To Work order Operation Start Date is 90 Days.

Additional Attributes in the Pick Materials for Work Orders Scheduled Process

You can schedule this program on a periodic basis, and If the value is provided for operation date attributes, it would be automatically incremented based on the schedule.

Picking materials with enhanced filters enables shop floor personnel to more effectively control the materials to be picked and moved to the shop floor as required.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

• Pick Components for Work Orders (WIP_MANAGE_WORK_ORDER_COMPONENT_PICKING_PRIV)

This privilege was available prior to this update.

Override the Plant Production Calendar with One or More Date-Effective Work Center Calendars

A segment of maintenance deals with staggered production stages and seasonal demand changes, requiring more flexibility than a single work calendar for the entire maintenance plant. Rather than model these variations as work center resource exceptions and shift exceptions, they prefer a streamlined work calendar that reflects their daily capacity, availability, and shift schedule.

With this new feature, you can override the plant-level calendar at the work center level by associating a different calendar for a specific date range effectivity. All resources belonging to the work center inherit their capacity and operating times from this override calendar to facilitate manufacturing and maintenance of more accurate work order planning and scheduling. You can associate multiple calendars to the work center for different date effectivity ranges to model variations in production capacity and working or non-working times.

The following examples illustrate scenarios that leverage work center calendars:

• Staggered production operations – The packaging operation cannot start simultaneously with the prior processing operation and thus needs a different shift schedule for each work center.
  • Operation 20: Processing work center - shift details: 6:00 AM - 2:00 PM, Monday - Friday
  • Operation 30: Packaging work center - shift details: 7:30 AM - 3:30 PM, Monday - Friday

• Seasonal demand – The number of available units of resources and working hours are scaled up to meet holiday demand for 2 months then revert back to the original schedule for the remainder of the year.
  • Processing work center - standard calendar - shift times: 8:00 AM - 4:00 PM, Monday - Friday, 1/1/23 to 10/31/23
  • Processing work center - holiday calendar - shift times: 7:00 AM - 6:00 PM, Monday - Saturday, 11/1/23 to 12/31/23

Multiple work center calendars within a plant improve plant operations' flexible planning and scheduling based on resource capacity and availability that more accurately reflect rolling schedule needs, seasonal demand, and the real-life production environment.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management  No Longer Optional From: Update 24B

Tips And Considerations

• The date effectivity range for a work center calendar association must be non-overlapping and contiguous. 

• The lead time calculation for an item remains based on the plant calendar, not work center calendars.

• Supplier operations used in outside processing continue to use the plant calendar in work order scheduling.

• The shifts viewed in the Work Execution work area infolets, Review Dispatch List page, and Manage Production Exceptions page are based on the plant calendar, not work center calendars.

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

• Manage Maintenance Work Centers (MNT_MANAGE_MAINTENANCE_WORK_CENTERS_PRIV)

This privilege was available prior to this update.

Enhance Maintenance Management OTBI Subject Area to Support Supplier Warranty

Oracle Transactional Business Intelligence (OTBI) offers you real-time, self-service reporting directly from Oracle Fusion Cloud Maintenance. The following table lists the updates available to the OTBI subject areas and dimension folders in this update:

Subject Area	Update by Dimension Folder
Supplier Warranty - Asset Real Time	The reference subject area is updated with the following attributes: Work Order : This folder is updated to include these attributes Warranty Repair Flag Match Transaction Code Primary Reason for Repair Supplier Warranty for Work Order Allows Internal Repair Asset Number Contract Calculated Expiration Date Contract External Reference Number Contract Number Coverage Name End Date Labor Reimbursement Parts Reimbursement Parts Return Required Repair Transaction Code Requires Repair Authorization Serial Number Start Date Warranty Provider Name Work Order Operation : This folder is updated to include these attributes  Reason for Repair Code Repair Transaction Code Work to Be Accomplished Code
Maintenance Management - Asset Real Time	The reference subject area is updated with the following attributes: Work Order : This folder is updated to include these attributes Warranty Repair Flag Match Transaction Code Primary Reason for Repair Supplier Warranty for Work Order Allows Internal Repair Asset Number Contract Calculated Expiration Date Contract External Reference Number Contract Number Coverage Name End Date Labor Reimbursement Parts Reimbursement Parts Return Required Repair Transaction Code Requires Repair Authorization Serial Number Start Date Warranty Provider Name
Maintenance Management - Forecast Real Time	The reference subject area is updated with the following attributes: Work Order : This folder is updated to include these attributes Warranty Repair Flag Match Transaction Code Primary Reason for Repair Supplier Warranty for Work Order Allows Internal Repair Asset Number Contract Calculated Expiration Date Contract External Reference Number Contract Number Coverage Name End Date Labor Reimbursement Parts Reimbursement Parts Return Required Repair Transaction Code Requires Repair Authorization Serial Number Start Date Warranty Provider Name
Maintenance Management - Maintenance Exception Real Time	The reference subject area is updated with the following attributes: Work Order : This folder is updated to include these attributes Warranty Repair Flag Match Transaction Code Primary Reason for Repair Supplier Warranty for Work Order Allows Internal Repair Asset Number Contract Calculated Expiration Date Contract External Reference Number Contract Number Coverage Name End Date Labor Reimbursement Parts Reimbursement Parts Return Required Repair Transaction Code Requires Repair Authorization Serial Number Start Date Warranty Provider Name Work Order Operation : This folder is updated to include these attributes  Reason for Repair Code Repair Transaction Code Work to Be Accomplished Code
Maintenance Management - Material Usage Real Time	The reference subject area is updated with the following attributes: Work Order : This folder is updated to include these attributes Warranty Repair Flag Match Transaction Code Primary Reason for Repair Supplier Warranty for Work Order Allows Internal Repair Asset Number Contract Calculated Expiration Date Contract External Reference Number Contract Number Coverage Name End Date Labor Reimbursement Parts Reimbursement Parts Return Required Repair Transaction Code Requires Repair Authorization Serial Number Start Date Warranty Provider Name Work Order Operation : This folder is updated to include these attributes  Reason for Repair Code Repair Transaction Code Work to Be Accomplished Code
Maintenance Management - Purchased Item Usage Real Time	The reference subject area is updated with the following attributes: Work Order : This folder is updated to include these attributes Warranty Repair Flag Match Transaction Code Primary Reason for Repair Supplier Warranty for Work Order Allows Internal Repair Asset Number Contract Calculated Expiration Date Contract External Reference Number Contract Number Coverage Name End Date Labor Reimbursement Parts Reimbursement Parts Return Required Repair Transaction Code Requires Repair Authorization Serial Number Start Date Warranty Provider Name Work Order Operation : This folder is updated to include these attributes  Reason for Repair Code Repair Transaction Code Work to Be Accomplished Code
Maintenance Management - Resource Usage Real Time	The reference subject area is updated with the following attributes: Work Order : This folder is updated to include these attributes Warranty Repair Flag Match Transaction Code Primary Reason for Repair Supplier Warranty for Work Order Allows Internal Repair Asset Number Contract Calculated Expiration Date Contract External Reference Number Contract Number Coverage Name End Date Labor Reimbursement Parts Reimbursement Parts Return Required Repair Transaction Code Requires Repair Authorization Serial Number Start Date Warranty Provider Name Work Order Operation : This folder is updated to include these attributes  Reason for Repair Code Repair Transaction Code Work to Be Accomplished Code
Maintenance Management - Work Order Performance Real Time	The reference subject area is updated with the following attributes: Work Order : This folder is updated to include these attributes Warranty Repair Flag Match Transaction Code Primary Reason for Repair Supplier Warranty for Work Order Allows Internal Repair Asset Number Contract Calculated Expiration Date Contract External Reference Number Contract Number Coverage Name End Date Labor Reimbursement Parts Reimbursement Parts Return Required Repair Transaction Code Requires Repair Authorization Serial Number Start Date Warranty Provider Name Work Order Operation : This folder is updated to include these attributes  Reason for Repair Code Repair Transaction Code Work to Be Accomplished Code
Maintenance Management - Asset Failure Analysis Real Time	The reference subject area is updated with the following attributes: Work Order : This folder is updated to include these attributes Warranty Repair Flag Match Transaction Code Primary Reason for Repair Supplier Warranty for Work Order Allows Internal Repair Asset Number Contract Calculated Expiration Date Contract External Reference Number Contract Number Coverage Name End Date Labor Reimbursement Parts Reimbursement Parts Return Required Repair Transaction Code Requires Repair Authorization Serial Number Start Date Warranty Provider Name Work Order Operation : This folder is updated to include these attributes  Reason for Repair Code Repair Transaction Code Work to Be Accomplished Code
Maintenance Management - Asset History Real Time	The reference subject area is updated with the following attributes: Work Order : This folder is updated to include these attributes Warranty Repair Flag Match Transaction Code Primary Reason for Repair Supplier Warranty for Work Order Allows Internal Repair Asset Number Contract Calculated Expiration Date Contract External Reference Number Contract Number Coverage Name End Date Labor Reimbursement Parts Reimbursement Parts Return Required Repair Transaction Code Requires Repair Authorization Serial Number Start Date Warranty Provider Name

Using OTBI, you can make better decisions based on real-time transactional information. With this update, you can use this enhanced subject area to generate the reports and queries that you want, when you want them.

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Leverage new subject areas by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Asset Administrator (ORA_CSE_ASSET_ADMINISTRATOR_JOB)
• Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER_JOB)

These privileges were available prior to this update.

Control Country of Origin Tracking for an Item or Item Category

Current functionality supports tracking the country of origin for all items within an organization. After enabled, you are required to enter the COO when performing any subsequent transactions.

However, some businesses require a more granular level of control regarding which items require COO tracking, such as requiring the tracking for only some specific items.

For example, a company has a warehouse and manufacturing plant setup as separate organizations in Oracle Fusion Cloud Inventory Management. The warehouse requires tracking the COO for all goods in the warehouse, but the manufacturing plant only needs to track the COO for the finished goods they produce. In this scenario, both organizations are enabled for COO tracking. When the warehouse ships its components, used in producing finished goods, to the manufacturing plant using an internal material transfer, the COO striping from the warehouse is carried over to the manufacturing plant. However, because these goods are used only as components of the finished goods, the manufacturing plant doesn't need to enforce COO for these items. To improve efficiency, the manufacturing plant can disable the COO tracking for these component items while maintaining COO tracking for the finished goods.

With this new feature, you can define an attribute tracking exception for the COO at the item or item category level.

Inventory Attribute Exceptions

When you enable this new feature, you won't able to select a country of origin from the user interface.

Report Material Transactions

When using the REST service, you will get an error stating that you can't enter the country of origin inventory attribute because an attribute exception is defined for item item123 or its category. Also, if you attempt to pass a valid country of origin code CountryOfOriginCode, when the associated item or item category is disabled on the Configure Inventory Attribute Exceptions user interface.

You can have a further control over which specific items require country of origin tracking within an organization.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Ensure the items or item categories to be excepted are set as disable attribute tracking on the Manage Inventory Attribute exception.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Asset Administrator (ORA_CSE_ASSET_ADMINISTRATOR_JOB)
• Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER_JOB)

These privileges were available prior to this update.

Include Reports and Analytics on the Maintenance Landing Page

Oracle Transactional Business Intelligence (OTBI) offers real-time, self-service reporting directly from Oracle Maintenance. It's a dynamic reporting layer built keeping the business user in mind.

You can create and view the OTBI analysis using the Reports and Analytics option, which you can access from the navigator menu under the Tools option.

You can access the OTBI more easily and faster. This release lets you access OTBI Reports and Analytics directly from the Cloud Maintenance landing page.

Cloud Maintenance Landing Page, Reports and Analytics

Using OTBI, you can make better decisions based on real-time transactional information and you can generate the reports and queries that you want when you want them.

You can select the operational subject area or business model that applies to the report or visualization you want to view or create. You can then apply business analytics by:

• Selecting specific data sets for the report and then apply filters to each set.

• Selecting and configuring the resulting appearance of data, such as rearranging columns and rows in the table, inserting visualizations and charts, and changing column labels.

• Adding and configuring user prompts that allows users viewing the report to configure data filters as needed. For example, you can add a date selection prompt to allow users to set the dates for which they need the report.

Steps to Enable

This is an opt-in enable feature available in this update and always enabled from the 24B code line.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Customer Assets (CSI_MANAGE_CUSTOMER_ASSETS_PRIV)
• Manage Maintainable Assets (MNT_MANAGE_MAINTAINABLE_ASSETS_PRIV)

These privileges  were available prior to this update.

Manage Maintenance Forecast Across Organizations Using REST API

Maintenance programs define and generate a daily preventive maintenance forecast for one or more affected assets in a maintenance-enabled organization. The forecast is then used as the basis for creating preventative maintenance work orders, thus reducing the workload for maintenance planners and allowing them to focus on maintenance program auditing, optimization, and exception-based events.

Customers with assets, such as vehicles that travel to different locations and across operating and maintenance organizations, requested the ability to forecast asset maintenance programs across all organizations and decide when and where a specific asset will be maintained based on its expected location as of the maintenance due date.

With this update, a new REST API for Forecast Maintenance Programs introduces this capability.

This new REST API returns forecasted due date details from the maintenance program, including:

• Maintenance program
• Work requirement
• Asset
• Work order
• Work definitions

In this update, the REST API supports the GET capability. In the upcoming releases, additional capabilities via PATCH will support custom actions.

This REST API allows extracting your asset maintenance program forecast for all assets across all organizations.

This forecast data can be used with Oracle extensibility tools to support business users.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Refer to REST API for Oracle Fusion Cloud SCM, available on the Oracle Help Center.

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

• Get Maintenance Forecasts by Service (MNT_GET_MAINTENANCE_FORECASTS_BY_SERVICE)

This privilege is new in this update.

View Asset Maintenance Parameters Using REST API

The Asset System Options REST API is intended to be called and referenced by applications across maintenance and asset management. The system optional values are centrally defined using the Manage Asset Maintenance Parameters page in the Setup and Maintenance work area.The response returned by the GET action isn't generally expected to be returned in a user interface or viewed by a customer outside of a consuming task flow.

This REST API returns customer defined parameters for work order asset failure capture, customer asset creation, and the definition of preventive maintenance programs.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Additional details are covered in the REST API guide for Supply Chain and Manufacturing.

Tips And Considerations

Additional details about the service and the setup of values in the Manage Asset Maintenance Parameters page in the Setup and Maintenance work area are covered in the Supply Chain and Manufacturing implementation guide under the section Setup Maintenance.

Access Requirements

To set up this feature, you'll need a configured job role that contains this new privilege:

• Get Maintenance System Options by Service (MNT_GET_MAINTENANCE_SYSTEM_OPTIONS_BY_SERVICE)

Manage Additional Asset Maintenance Parameters

You can access the Mange Asset Maintenance Parameters page in the Setup and Maintenance work area. The optional and required parameters across several tabs intended to be called and referenced by applications across maintenance and asset management.

In this update, you will see a new tab entitled Additional Parameters. You can see the following three parameters on this tab:

• Default Master Organization for Maintenance Management
• Validation Organization for Customer Assets
• Allow suppress and Merge Across Work Requirements in a Maintenance Program (default = Yes)

These parameters are used by maintenance programs, supplier warranty, fault analysis, and for managing customer assets in this update onward.

You can use the maintenance parameters for work order asset failure capture, customer asset creation, and to define the preventive maintenance programs.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The Default Master Organization for Maintenance Management parameter should be defined using your main master organization. The value can then be used for defaulting in the Manage Meter Templates and Fault Analysis Setup task flows. If not defined, then in these flows the user must manually enter the Master Organization Code value.

The Validation Organization for Customer Assets defaults to the value that's set as the Item Validation Organization that's defined at a global level for all business units in the Manage Order Management Parameters setup. The value is used as the Item Validation Organization to validate the properties of the item for which the customer asset is being created or updated. If the value isn't defined in Order Management, then you must define the value here to create or update customer assets.

The Allow Suppress and Merge across Work Requirements in a Maintenance Program parameter defaults to a value of Yes. Setting or changing this value in this update isn't required as the value wouldn't be considered.

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

• Manage Asset Maintenance Parameters (MNT_MANAGE_ASSET_MAINTENANCE_PARAMETERS_PRIV)

This privilege was available prior to this update.

Use the Enhanced Failure Set Definition

Failure set is designed to greatly enhance the accuracy and usability of failure capture process. The applicability of the failure set for an asset is defined as failure association. There are four types of failure set association. The following lists the enhancements:

• Item
• Item category

For creating item type failure set association, select the master organization. You can now default the master organization based on the setup. If there's no default master organization set, then you can manually select the master organization. Refer tips and considerations section regarding the set up.

You can create item category based failure set association using any available item category. However, if multiple item categories are associated to one asset item, deriving the failure set for an asset based on item category fails. With this enhancement, you can now select only the item categories associated to the catalog set in the ORA_CSE_ITEM_CATALOG profile. Refer the tips and considerations section regarding the set up. Note if the profile isn't set, failure set association of type item category can't be created.

Failure Set Details Page

Failure Set Details Page

You can now create item and item category based failure set associations easily.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Setting up Default Master Organization

• Check out the What's New content of the Manage Additional Asset Maintenance Parameters feature.
• It's an optional setup.

Manage Asset Maintenance Parameters Page

Setting up Profile for Item Category

• Profile Details
  • Name : ORA_CSE_ITEM_CATALOG
  • Description : Item Catalog used for Asset Management functions

• The catalog must not be Allow multiple item category assignments.

• The categories in the chosen catalog must not be shared across catalogs.

• Refer to the Implementing Common Features for SCM (Set Profile Option Values) in Oracle SCM Cloud documentation available in the Oracle Help Center. 

Manage Administrator Profile Values Page

Existing failure set association data isn't validated against catalog selected in the profile.

Key Resources

• Check out the What's New content of the Define Failure Sets for Capturing Asset Failure Data feature.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Failure Sets Using User Interface (MNT_MANAGE_FAILURE_SET)
• View Failure Sets Using User Interface (MNT_VIEW_FAILURE_SET)
• Manage Maintenance Management Work Area (MNT_MANAGE_MAINTENANCE_MANAGEMENT_WORK_AREA_PRIV)

These privileges were available prior to this update.

Integrate Manufacturing and Maintenance Work Order Picking Requests with Your Warehouse Management System

This feature delivers services and core application enhancements to support integrations of work order picking requests to an external execution system. After you opt in to this feature, you can reserve, pick, move, and issue goods from a warehouse using an external warehouse management system to a supply subinventory or directly to a work order based on material picking requests generated in Oracle Manufacturing or Oracle Maintenance.

Using this feature, you can integrate your manufacturing or maintenance picking requests from Oracle Manufacturing or Oracle Maintenance to your external warehouse execution system.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management  No Longer Optional From: Update 24B

Tips And Considerations

Here are some important considerations when using the Integrate Manufacturing and Maintenance Work Order Picking Requests withYour Warehouse Management System feature:

• High-level reservations are automatically created for work order components released for picking in Oracle Inventory Management.

• Detailed reservations are created for pull components for any material available in the supply subinventory and aren't sent to WMS as picking requests in the prebuilt integration.

• Detailed reservations aren't created for push components.

• No picks are created for work order components when the work order is released for picking in manufacturing and maintenance.

• Prior detailed reservations created manually for the work order components in organizations enabled for manufacturing and maintenance integration with WMS aren't supported. 

• Movement request line quantities can be canceled in WMS, which would then reduce the high-level reservations in inventory management.

• Items with the Lot Divisible attribute set to No aren't supported for this integration.

• Only the primary unit of measure for items are supported for the current integration. Picking requests sent to WMS are always in the primary unit of measure.

• Subinventories used for manufacturing and maintenance integration with WMS must be reservable and quantity tracked.

• Dual unit of measure tracked items aren't supported in the current integration.

• Inventory project, task, and country of origin attributes aren't supported in the current prebuilt integration.

• Units of measure must be configured exactly the same way in both inventory and WMS.

• Subinventories in inventory and work centers in manufacturing and maintenance must be modeled as active locations in WMS.

• Configure lock codes with ERP buckets for supply subinventories and work centers in WMS.

• Active locations corresponding to supply subinventory should have a relevant lock code associated in WMS.

• Lock codes assigned to active locations for supply subinventories and work centers should be marked as allocatable in WMS.

• For picking requests, to pick a work order only when all eligible materials are available, set the Partial Allocation parameter to No. Set the Partial Allocation parameter to Yes for movement requests for which you want to allow partial picking of material based on availability.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Inventory Reservations and Picks (INV_MANAGE_INVENTORY_RESERVATION_AND_PICKS_PRIV)
• Manage Inventory Movement Request (INV_MANAGE_INVENTORY_MOVEMENT_REQUEST_PRIV)
• Perform Pick Transaction by Web Service (INV_PERFORM_PICK_TRANSACTION_WEB_SERVICE_PRIV)
• Perform Pick Transactions from External Systems (INV_PERFORM_PICK_TRANSACTION_EXTERNAL_SYSTEM_PRIV)

These privileges were available before this update.

Manage Supplier Warranty Claim Labor Rates

In this update, you can define and manage the supplier warranty labor reimbursement rates in the Redwood user interface. The rates can be applied to warranty claims for both standard repairs and reimbursable labor costs.

This labor reimbursement rates solution includes the following flows:

• Manage labor reimbursement rates
• Define labor reimbursement rates

Manage Labor Reimbursement Rates

You can use the Manage Labor Reimbursement Rates page to search for existing labor reimbursement rates, view labor reimbursement rates details, and to create a new labor reimbursement rate. You can access the Manage Labor Reimbursement Rates page from the Maintenance Management landing page task menu, under the Maintenance Setup section. This page consists of a search bar, results region, and an action button to create a new labor reimbursement rate. Upon rendering, the page automatically presents a list of search results sorted alphabetically. The search bar allows you to further refine the search results for existing labor reimbursement rates by warranty provider and warranty provider number. Clicking the action pencil icon on an existing row, you can further edit and save any changes to the labor reimbursement rate.

Manage Labor Reimbursement Rates

Define Labor Reimbursement Rates

By clicking the + icon (Create Labor Rates), a new row gets added. You provide here the warranty provider, currency, hourly rate, submission due in, start date, and end date of a labor reimbursement rate and click on the tick icon. You can define and save a new labor reimbursement rate. You may click the × icon to remove the newly added row.

New Labor Reimbursement Rates

This optional setup allows you to override the standard resource costs to a labor rate extended by a specific warranty provider. This capability ensures the correct reimbursement of warranty claim labor costs are submitted to the provider.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management

Tips And Considerations

Consider the following basic validations:

• Define the warranty provider name
• Provide a positive number for the labor rate 
• Provide the start date, which is required and can be in the past, present, or future
• Optionally provide the end date, but must be on or after the start date
• Provide the currency value, which is required and must be consistent with currencies defined for the cost organization
• Define multiple labor rates for the same provider, but their date ranges must not overlap
• Update an existing rate, start and end dates, but you can't update the provider
• Ensure the start dates of the labor rates and repair times correspond to the warranty contract start date
• Refer to the user guide for additional details

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

• Manage Supplier Warranty Claim Labor Rates (MNT_MANAGE_WARRANTY_PROVIDER_LABOR_RATES)
• View Supplier Warranty Claim Labor Rates (MNT_VIEW_WARRANTY_PROVIDER_LABOR_RATES)

These privileges are new in this update.

Manage Supplier Warranty Standard Repair Times

In this update, you can also define and manage the supplier warranty standard repair times in the Redwood user interface. The parameters are used across multiple maintenance management features.

This standard repair times solution includes the following flows:

• Manage standard repair times
• Define standard repair times

Manage Standard Repair Times

You can use the Manage Standard Repair Times page to search for existing standard repair times, view standard repair times details, and to create a new standard repair times. You can access the Manage Standard Repair Times page from the Maintenance Management landing page task menu, under the Maintenance Setup section. This page consists of a search bar, results region, and an action button to create a new standard repair times. Upon rendering, the page automatically presents a list of search results sorted alphabetically. The search bar allows you to further refine the search results for existing standard repair times by warranty provider, warranty provider number, standard operation code, and standard operation name. By clicking the edit icon, you can further edit and save any changes to the standard repair times.

Manage Standard Repair Times

Define Standard Repair Times

By clicking the + icon (Create Repair times), a new row gets added. Provide the warranty provider, organization, standard operation code, repair time, start date, and end date of a standard repair time and click on the tick icon. You can define and save a new standard repair time. You may click the × icon to remove the newly added row.

New Standard Repair Time

This optional setup allows you to override the individual resource transaction costs by providing a reimbursable labor amount as extended by a specific warranty provider. This capability ensures the correct reimbursement of warranty claim labor costs that are submitted to the provider for a standard repair.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management

Tips And Considerations

You must also define a matching warranty claim labor rate for the same warranty provider rate to use this functionality in the claims process. If an active labor rate isn't found by the scheduled process, the standard repair time won't be included as a single entitlement for the operation. Instead, the resource transactions for the same operation gets created as entitlements and is included in the claim.

Consider the following basic validations::

• Define the warranty provider name  
• Define the standard operation code
• Provide a positive number for the repair time 
• Provide the start date, which is required and can be in the past, present, or future
• Optionally provide the end date, but must be on or after the start date
• Define multiple standard repair times for the same provider, but their date ranges must not overlap
• Update an existing repair time, and start and end dates, but you can't update the provider or standard operation
• Ensure the start dates of the labor rates and repair times correspond to the warranty contract start date
• Refer to the user guide for additional details

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

• Manage Supplier Warranty Standard Repair Times (MNT_MANAGE_WARRANTY_STANDARD_REPAIR_TIMES)
• View Supplier Warranty Standard Repair Times (MNT_VIEW_WARRANTY_STANDARD_REPAIR_TIMES)

These privileges are new in this update.

Service Logistics

Improve Usability with the Enhanced Work Order Charges UI

The newly launched Work Order Charges UI includes the following enhancements:

• Navigation to the service request associated with the work order. From the header region of the Work Order Charges page, click View Service Request.

• Hyperlinks for the work order’s Document Number and Asset. Click to access their respective detail pages.

• Access to the Service Request Charges page. Click Review Service Request Charges.

• A summary of Total Charges and the currency used on the Work Order Charges page, under the Charges table

• If you are logged in with the Technician role:
  • Read-only access to the documents assigned to you during debrief header creation.
  • Ability to Complete Debrief instead of Post Charges and Close if your role does not have the privilege to post charges.

• The ability to add and modify a work order’s descriptive flexfields until the charges are posted.

Work Order Charges Detail Page

Work Order Charges Page with Complete Debrief Button

Work Order Header - Technician View

When you use the enhanced Work Order Charges UIs, you have greater insight and visibility when debriefing a work order. For example, you can quickly access more detailed information by viewing the associated service request and work order details.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Access Work Order Charges Search Page (RCL_WORK_ORDER_CHARGES_PRIV)
• Access Work Order Charges Details Page for Administrator (RCL_ADMIN_CREATE_EDIT_DEBRIEF_DETAILS_PRIV)
• Access Work Order Charges Details Page for Technician (RCL_FSTECH_CREATE_EDIT_DEBRIEF_DETAILS_PRIV)
• Access to Work Order Charges Header for Administrator (RCL_ADMIN_CREATE_EDIT_DEBRIEF_HEADER_PRIV)
• Access to Work Order Charges Header Page for Technician (RCL_FSTECH_CREATE_EDIT_DEBRIEF_HEADER_PRIV)
• Use REST Service to View Service Work Orders (SVC_VIEW_SERVICE_WORK_ORDERS_USING_REST_PRIV)
• View Trading Community Person (HZ_VIEW_TRADING_COMMUNITY_PERSON_PRIV)

These privileges were available prior to this update.

Reference Original Charges

When creating credits and corrections, you can now reference the original charge line which will then link sales order lines in order management and invoices and credits in accounts receivable.

A new Enter correction popup UI has been added to the Redwood Work Order Charges UI to let you quickly create a correction/credit charge line that references an original charge whose corresponding sales order line has already been fulfilled.  An Undo action has been added to open this new UI which can also be opened in edit mode using the Pencil icon.   In the Enter correction UI, the user simply selects the service activity code as all of the other attributes are copied over from the original charge line.

The following partial screenshot of the Work Order Charges UI shows the Undo action that opens the Enter correction UI.

23D Work Order Charges UI

23D Enter Correction UI

Linking correction charge lines to the original incorrect charge line, results in more efficient reconciliation of accounts receivable since credits are linked to their original invoice.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Access Work Order Charges Search Page (RCL_WORK_ORDER_CHARGES_ PRIV)
• Access Work Order Charges Details Page for Technician (RCL_FSTECH_CREATE_EDIT_DEBRIEF_DETAILS_ PRIV)
• Access Work Order Charges Details Page for Administrator (RCL_ADMIN_CREATE_EDIT_DEBRIEF_HEADER_ PRIV)
• Access to Work Order Charges Header Page for Technician (RCL_FSTECH_CREATE_EDIT_DEBRIEF_HEADER_ PRIV)
• Access to Work Order Charges Header for Administrator (RCL_ADMIN_CREATE_EDIT_DEBRIEF_HEADER_ PRIV)

These privileges were available prior to this update.

Search and Order Parts from Multiple Stocking Locations

If you have a part requirement for a quantity greater than one, you can now use the Parts Search UI to source the parts from multiple stocking locations.  Previously, you had to source the entire quantity from a single stocking location. The Add Part UI now automatically opens the Parts Search UI when it can’t find the entire required quantity in a single location.

The required quantity now appears in the header region of the Parts Search UI and the ordered quantity appears in the search results table.  The ordered quantity defaults from the required quantity, utilizing parts from the lowest shipping cost locations.  If two stocking locations have the same shipping costs, the location with the most parts is used first.  You can adjust the ordered quantity if you don't like the way the Parts Search UI sources the parts.

The following screenshot of the Parts Search UI shows 2600 parts required, but only 2100 available in inventory.

23D Parts Search UI

The screen shot below show the part requirements created by the Parts Search UI (Save and Close button).   It has split the original part requirement into 4 part requirements, one for each stocking location where it found the part (1000, 100, 1000( and one for the remainder that could not be sourced (500)

23D Create Part Requirements UI

With this feature you no longer need to manually split part requirements into quantities that are less than or equal to on-hand quantities at stocking locations.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Access Standalone Parts Ordering Page (RCL_PARTS_ACCESS_STANDALONE_PAGE)
• View Requirement Lines (RCL_PARTS_REQ_VIEW)

These privileges were available prior to this update.

Use the New Service Request Charges UI to Aggregate Charges by Service Request

Using the new Service Request Charges UI, you can review all work orders associated with a service request and all charges associated with each work order. For all work orders and their associated charges, you can perform the following actions:

• Review service request parameters, such as Service Request Number, Status, Customer, and Assigned To.
• Post debrief transactions at the service request level for all associated work orders by clicking Post Charges and Close.
• Edit debrief header details for each work order.
• Add charge lines (material, labor, expense and fixed charges) to a particular work order.
• Post charges for a particular work order.
• Navigate to work order details in the Work Order Charges UI for any work order.
• Navigate to asset details associated with a work order.
• Review charge amounts for any work order.
• Apply manual adjustments to any work order.
• Reprice all charges based on your pricing strategy.
• Recalculate charges in a different currency.
• Check the Invoice details using the Invoice hyperlink.

Access this new UI from the Work Order Charges page by clicking Review Service Request Charges.

Service Request Charges

This aggregation of all work orders and charges into a single view makes your review and posting of service charges related to a Service Request more efficient and user-friendly. The ability to see the total charge amount for the all of the work done on the service request allows the field service administrator to make the appropriate adjustments and approvals.

For example, a field service administrator is reviewing a service request raised for the repair of a copier machine, for which there are multiple work orders associated. Now, he can view all of the associated work orders and charges in a single view using the 'Service Request Charges' page, review the charges, make any necessary modifications, and post the charges.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

• Access Work Order Charges Details Page for Administrator (RCL_ADMIN_CREATE_EDIT_DEBRIEF_DETAILS_PRIV)

This privilege was available prior to this update.

Post Field Service Costs Without Posting Associated Charges

You can now post field service and generic work order costs (parts, labor, and expense) and update inventory and asset tracking without also creating sales order lines for invoicing.  This especially useful for long running service requests with multiple field service work orders.

A new Update Costs action in the Redwood Work Order Charges UI supports this feature, as shown in the following screenshot.  This action invokes the Post Charges ESS job which creates maintenance work order transactions to update inventory, asset tracking, and cost accounting.  It also sets the charge line status to "costed" and then returns the user to the Work Order Charges search page.

23D Work Order Charges UI - Update Cost Action

23D Work Order Charges UI - Charge Line in Costed Status

The ability to update inventory, asset tracking and cost accounting when work orders are complete instead of when its charges are invoiced gives management a clearer picture of operations and finances.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature: 

• Access Work Order Charges Search Page (RCL_WORK_ORDER_CHARGES_ PRIV)
• Access Work Order Charges Details Page for Technician (RCL_FSTECH_CREATE_EDIT_DEBRIEF_DETAILS_ PRIV)
• Access Work Order Charges Details Page for Administrator (RCL_ADMIN_CREATE_EDIT_DEBRIEF_HEADER_ PRIV)
• Access to Work Order Charges Header Page for Technician (RCL_FSTECH_CREATE_EDIT_DEBRIEF_HEADER_ PRIV)
• Access to Work Order Charges Header for Administrator (RCL_ADMIN_CREATE_EDIT_DEBRIEF_HEADER_ PRIV)

These privileges were available prior to this update.

Improve Usability with the New Depot Repair UI

The new Depot Repair Search UI uses an elastic search framework, resulting in a fast and scalable search. Use it to search for return material authorization (RMA) lines based on many attributes at once, such as RMA Status, Debrief Status, RMA Number, and so on.

The UI automatically launches with the default filters of RMA Status set to Received and Debrief Status set to New. However, you can refine the search by adding, updating, or removing attributes as required. Functionalities such as auto complete and fuzzy logic make it easier to search for RMA Lines matching your criteria. From the search results, you can click an RMA line number or a service request to drill down into their associated details.

Access the Depot Repair Search UI from the Service Logistics landing page by selecting Depot Repair.

Depot Repair Search UI

To access the new Redwood UI version of the Depot Repair page, click an 'RMA Line Number' in the Depot Repair Search page. Using the new Depot Repair UI, you can view every detail associated with a return material authorization (RMA) line, such as:

• RMA line debrief header details.
• Logistics related details associated with transfer orders.
• Repair order details associated with maintenance work orders.
• Assets associated to the RMA line.
• Charge lines (material, labor, expense, and fixed charges).

Actions you can perform from the Depot Repair pages include:

• Editing debrief header details, such as the Bill-to Address, descriptive flexfields, and so on. 

• Navigating to the Service Request page.

• Navigating to associated assets.

• Navigating to associated work orders.

• Creating transfer orders to move the returned parts/products through the repair supply chain.

• Creating or canceling a repair work order required for a returned asset.

• Import debrief charges associated with repair order by clicking on button 'Create Charges' in Charges region.

• Adding or deleting debrief charges associated with repair Orders by clicking on button 'Add Charges' or delete icon in charges region..

• Editing prices and amounts for charge lines.

• Post all the charges associated with one RMA line number by clicking on button 'Post Charges and Close'. Charges associated to a single repair order can also be posted by clicking on button 'Post Charges' present above Charges table.

• Perform pricing related actions like change currency or reprice by clicking on 'More Actions' in charges region.

Depot Repair UI

Using the new Depot Repair UIs ( Depot Repair Search and Depot Repair), you can search for RMA lines that require your attention in a more intuitive and user-friendly manner and get intuitive, detailed view of everything related to an RMA line in a single page. From this page, you can review, analyze, and quickly process the return and repair orders.

For example, consider a depot manager coordinating the repair of a copier machine. The manager can quickly find RMAs created for the copier machine in the depot, clicks the RMA line in the Depot Repair page. The manager can create a repair order, import charges, and more, all from one page.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Access Depot Repair Search (RCL_DEPOT_REPAIR_SEARCH_PRIV)
• Access Depot Repair for Depot Repair Manager (RCL_DEPOT_DETAILS_PRIV)

These privileges are new in this update.