This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Update Version | Notes |
|---|---|---|
| 20 OCT 2017 | Update 17D | New features delivered in update 17D. |
| 01 SEP 2017 | Update 17C | New features delivered in update 17C. |
| 21 APR 2017 | Update 17B | New features delivered in update 17B. |
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 20 OCT 2017 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Security and New Features
The Role section of each feature in this guide identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup unless otherwise indicated.
If you have created custom job roles, then you can use this information to add new privileges to those roles as needed.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
Optional Uptake of New Features (Opt In)
We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area.
To opt in using the New Features work area:
- Click the Navigator, and then click New Features (under the My Enterprise heading).
- On the New Features page, select the offering that includes new features you’d like to review.
- Click Opt In for any feature that you want to opt in to.
- On the Edit Features page, select the Enable option for the feature, and then click Done.
To opt in using the Setup and Maintenance work area:
- Click the Navigator, and then click Setup and Maintenance.
- On the Setup page, select your offering, and then click Change Feature Opt In.
- On the Opt In page, click the Edit Features icon.
- On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close.
- Click Done.
This section gives you information to help you plan, deploy, and validate your update. We make frequent additions to this document, so don’t forget to check back and get the latest information before your update starts.
| Action Required to Enable Feature |
|||||
|---|---|---|---|---|---|
| Feature |
None (Automatically Available) |
Enable via Opt In UI Only |
Enable via Opt In UI Plus Additional Steps |
Not Enabled via Opt In UI but Setup Required |
Issue Service Request |
 |
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Prioritize Work Order Execution Based on Material Availability |
|
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Track Quantity Changes of Nonserialized Assets
You can now track asset quantity changes for nonserialized assets in Oracle Installed Base Cloud in the following manner.
TRACK INCREASE IN QUANTITY
Prior to this release, you could directly increase the quantity of an asset using the customer asset import process and REST API. With this release, you cannot update the quantity directly. Instead, you must create an asset with the characteristics of the original asset and the required quantity. Enterprise Contracts uses the new asset to create the corresponding addition of quantities for contracts.
TRACK DECREASE IN QUANTITY
You can still decrease the quantity of an asset using the customer asset import process or REST API. However, some modifications have been made in this release. The process of decrease in asset quantity is carried out in the following manner:
- The application creates a split asset from the original asset and assigns the value of the decreased quantity to the split asset.
- The quantity of the original asset is decreased by the value assigned to the split asset.
- The split asset is terminated.
- The information is sent to Enterprise Contracts, which allows a corresponding change in the quantity of contracts.
The following example illustrates the process of decrease in the quantity of an asset:
- Current quantity of an asset.
| Asset Number |
Quantity |
UOM |
Customer Asset End Date |
|---|---|---|---|
| A1 |
10 |
Each |
Blank (the asset is active) |
- You decrease the asset quantity from 10 to 8 with the transaction date of 12-09-2017 using the customer asset import process or initiate a similar request through REST API.
- Based on the original asset information and the requested action to change the quantity, the following is the result:
| Asset Number |
Quantity |
UOM |
Customer Asset End Date |
Split-from Asset |
|---|---|---|---|---|
| A1 |
8 |
Each |
Blank (the asset is active) |
Blank |
| A2 |
2 |
Each |
12-09-2017 (the asset is terminated) |
A1 |
The split-from asset attribute is added to the asset entity to keep track of the origin of these split assets.
TRACK SALES ORDER SHIPMENTS QUANTITY
With this release, a new asset is created for each shipment of a product or a lot. Therefore, for a single sales order line, if there are multiple shipments, an asset is created for each shipment with the corresponding shipped quantity of the product or the lot.
The following is an example where a quantity of 52 is shipped with the first shipment, and then a quantity of 12 with the second shipment. As a result, the following two assets are created:
| Shipment |
Asset |
Quantity |
UOM |
Lot Number |
|---|---|---|---|---|
| Shipment1 |
A1 |
52 |
Each |
LOT.XYZ |
| Shipment2 |
A2 |
12 |
Each |
LOT.XYZ |
TRACK SALES ORDER RETURN QUANTITY
As explained in the previous section, assets of the same product and lot are created for each shipment. Therefore, in case of returns, Installed Base decreases the customer asset quantities up to the most recent returned quantity in the order of the shipments.
In the example below three shipments, each of quantity 4 were made (assets A1, A2, and A3). A quantity of 7 is returned by the customer. Therefore, asset A1 is terminated and a quantity of 3 is consumed against asset A2 triggering the creation an termination of the split-from asset A4
If the asset quantity is fully consumed, the asset is terminated. If the asset quantity is partially consumed, a split-from asset with the decreased quantity is created and terminated.
The following table illustrates the example:
| Shipment |
Asset |
Quantity |
UOM |
Lot Number |
Customer Asset End Date |
Split-from Asset |
|---|---|---|---|---|---|---|
| Shipment1 |
A1 |
4 |
Each |
LOT.XYZ |
12-09-2017 (the asset is terminated) |
Blank |
| Shipment2 |
A2 |
1 |
Each |
LOT.XYZ |
Null |
Blank |
| Shipment3 |
A3 |
4 |
Each |
LOT.XYZ |
Null |
Blank |
| Blank |
A4 |
3 |
Each |
LOT.XYZ |
12-09-2017 (the asset is terminated) |
A2 |
Steps to Enable
No steps are required to enable this feature.
Role Information
Customer Asset Import and Customer Asset REST Service:
- Job Role Name and Code: Asset Administrator (ORA_CSE_ASSET_ADMINISTRATOR)
- Privilege Name and Code: Import Customer Assets (CSI_IMPORT_CUSTOMER_ASSETS_PRIV)
- Privilege Name and Code: Manage Customer Asset by Service (CSI_MANAGE_CUSTOMER_ASSETS_BY_SERVICE_PRIV)
Prioritize Work Order Execution Based on Material Availability
As a maintenance manager, you can ensure all materials are available for a work order prior to its release to the shop floor. As priorities change, you might need to execute work orders of lower priority that now have become a high priority. When materials are scarce, you can decide which work orders you can release, and which work orders you must place on hold until materials become available.
To gain visibility into material availability for work orders, you can now do the following in this release:
- Recommend a list of work orders for material prioritization to be released, based on a combination of various attributes such as item and date criteria.
- Reassign available materials to work orders with higher priority when shortages exist.
- Release or hold work orders based on material availability and shortages to minimize shop floor disruptions.
RECOMMEND PRIORITIZED LIST OF WORK ORDERS BASED ON MATERIAL AVAILABILITY AND OTHER CRITERIA
You can define material availability rules that are used by the application to create an initial recommendation based on which work orders should be released when materials are scarce. The set of rules can be defined at an organization level to list work orders for material prioritization based on the following sorting and filtering criteria:
- List work orders in the order of material assignment priority based on critical items and work order start date.
- Include work orders within a specified time fence and having specific statuses, types, and subtypes.
- Include work orders with specific materials, or materials based on attributes such as make versus buy, and supply type.
-
Exclude work orders from material deprioritization based on specific attributes of the item, and work order.
You can configure the rules using the Work Order Assignment Priority tab of the Material Availability Rules task, as shown in the following screenshot:
Work Order Assignment Priority Tab
You can configure which work orders to include in the assignment criteria using the Inclusion Criteria of the Material Availability Rules task. This helps you to include work orders and specific materials based on time fence and specific attributes, as shown in the following screenshot:
Inclusion Criteria Tab
You can configure to exclude work orders from deprioritization on force assignment of other work orders in the Force Assignment Criteria tab of the Material Availability Rules task, as shown in the following screenshot:
Force Assignment Criteria Tab
You can view the list of work orders with assignment priority to assess if materials are available or if there is a shortage of materials in the Work Orders tab of the Material Availability Assignments task, as shown in the following screenshot:
Availability Assignments: Work Orders Tab
You can view the material availability details for a work order, as shown in the following screenshot:
Assignment Details: Work Orders Tab
VIEW EXPECTED SUPPLIES TO ADDRESS MATERIAL SHORTAGES
In case of material shortages, you can view the expected supplies information of purchase orders and transfer orders for the scarce material. This helps you to decide whether to release a work order or to unrelease a released work order.
You can view the expected supplies for the material, as shown in the following screenshot:
Expected Supplies for Materials
VIEW WORK ORDERS THAT REQUIRE MATERIALS TO ADDRESS SHORTAGES
In case of material shortages, you can view the work orders that require materials and the corresponding availability and shortages pertaining to the material. This helps you know which material is critical for a work order, and you can decide to manually adjust the work order material assignments.
You can view the material shortages in the Materials tab as shown in the following screenshot:
Material Availability Assignments: Materials Tab
You can view the work orders requiring the materials in the Materials tab, as shown in the following screenshot:
Affected Work Orders: Materials Tab
VIEW AND ADJUST MATERIAL ASSIGNMENTS FOR WORK ORDER PRIORITIZATION
From the list of prioritized work orders, you can manually change the material assignments. You can either force assign materials for a selected work order to ensure that all of its critical materials are available, or force unassign materials to release all of the critical materials for a work order. When changing the material assignment, you can preview the changes affecting the selected work order and other impacted work orders that are prioritized or deprioritized. A visual indicator of reassigned materials is shown in the list of work orders after implementing the change.
You can view the work order material availability and force assign the work order as shown in the following screenshot:
Force Assign Work Order
You can preview the work orders which are unassigned on force assigning of the work order, as shown in the the following screenshot:
Preview of Force Assigned and Unassigned Work Orders
You can view the visual indicator to identify the force assigned and force unassigned work orders after implementing the material reassignment as shown in the following screenshot:
Visual Indicator to Identify the Force Assigned and Force Unassigned Work Orders
CHANGE THE STATUS OF MULTIPLE WORK ORDERS BASED ON MATERIAL ASSIGNMENTS
Once you have previewed the material assignments and adjusted your changes accordingly, you can release work orders that are ready for execution, unreleased work orders, or place a hold on work orders that you do not want the shop floor to work on currently.
You can achieve greater shop floor efficiency, flexibility, and higher profits by ensuring that the highest priority work orders are released to the shop floor when there are material shortages. Work orders without all materials available can be quickly unreleased, or put on hold until materials are available and assigned. By only working on work orders that can be completed and shipped, companies can improve efficiency and increase revenue.
You can change the status of one or multiple work orders using the mass action menu as shown in the following screenshot:
Mass Action: Release Work Order
Steps to Enable
You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Tips And Considerations
This feature is also applicable to Oracle Manufacturing Cloud.
Role Information
- Privilege Name and Code: Report Material Transactions (WIP_REPORT_MATERIAL_TRANSACTIONS_PRIV)
- Job Role Name and Code: Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER_JOB)
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 01 SEP 2017 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
SECURITY & NEW FEATURES
If your system has modified security structures, you may need to advise your security administrator of new features you would like to take advantage of.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
Optional Uptake of New Features (Opt In)
We continue to add many new features to Oracle Cloud Applications and we now give you the option to take advantage of new functionality at a pace that suits you. The ‘New Features UI’ is available to you from your cloud homepage, where you can make your choices and do any configuration necessary.
This section gives you information to help you plan, deploy, and validate your update. We make frequent additions to this document, so don’t forget to check back and get the latest information before your update starts.
| Action Required to Enable Feature |
||||
|---|---|---|---|---|
| Feature |
Automatically Available |
End User Action Required |
Administrator Action Required |
Oracle Service Request Required |
|
||||
Capture Key Asset Information During Outbound and Inbound Fulfillment Processes |
|
|||
Create and Update Customer Assets Using Enhanced Installed Base Web Services |
|
|||
|
||||
Integrate Customer Asset Information with Third Party Applications Using Business Events |
|
|||
In this update, Oracle Installed Base Cloud is our focus. Installed Base is a central repository for both internally owned enterprise asset information and customer owned asset information. Internal enterprise asset insight is critical to ensure effective asset maintenance for asset-intensive companies, particularly those who rely heavily on physical assets for the manufacture and delivery of their products. Customer asset information is increasingly critical as businesses continue to expand their offerings to include post-sale services, or transform to product-service systems. In this update, Installed Base provides you greater asset insight with more comprehensive asset information and integration with Oracle Order Management Cloud.
Track Nonserialized and Intangible Assets
In addition to tracking serialized assets, with this release, Installed Base tracks nonserialized assets and intangible assets (e.g. noninventory tracked subscription licenses). Regardless of how your customers obtain their products, you always have the most current and accurate information about your customer’s assets.
FEATURE DETAILS
With this release, Installed Base is adding support for assets based on the following type of products:
- Nonserialized tangible products: products typically managed in inventory ,lot controlled or not.
- Intangible products : noninventory-tracked products such as subscriptions or software licenses.
The following capabilities have been enabled in Installed Base:
- Creation and update of customer assets referring to nonserialized and intangible products via the file-based data import capability.
- Creation and update of customer assets referring to nonserialized and intangible products via the customer REST API capability.
- Capturing creations and updates of customer assets product instances during the logistics and order management integration, for example:
- If an asset-tracked and lot controlled product is shipped, a customer asset is created.
- If an asset-tracked and lot controlled product is returned from the customer, the returned quantity is deducted from the customer asset.
IMPORTING NONSERIALIZED ASSETS
Installed Base now allows you to import an asset associated to a nonserialized product as well as providing the asset quantity. Going forward, these assets can be updated in the same manner as any other assets such as changing the asset customer ownership, location or terminating it.
USING THE CUSTOMER ASSET REST API FOR NONSERIALIZED ASSETS
Installed Base now allows you to create an asset associated with a nonserialized product as well as provide the asset quantity. Going forward, these assets can be updated in the same manner than any other assets such as changing the asset customer ownership, location or terminating it.
LOGISTICS AND ORDER MANAGEMENT INTEGRATION
Installed Base is now creating the nonserialized customer assets at the time of shipment or order fulfillment, provided that the corresponding item is set up with the Enable Asset Tracking attribute as either Customer Asset or Full Lifecycle, similar to serialized assets.
Likewise, nonserialized products can be returned by the customer via the return and RMA process. This information is also interfaced to Installed Base by the logistics and order management products. If the asset is fully returned it is then terminated; if the asset is partially returned then the corresponding customer asset quantity is decreased from the returned quantity.
Steps to Enable
You can enable tracking of nonserialized products as customer assets in the same manner as for serialized products. Set the item attribute Enable Asset Tracking as either Customer Asset or Full Lifecycle.
Tips And Considerations
ASSET TRACKING ITEM SETUP
Note that while setting the nonserialized items as Full Lifecycle tracked is not prevented, it has no effect for this type of product.
Unlike serialized product, nonserialized customer assets are exclusively created at the time of product shipment and order fulfillment with no form of prior tracking. This means that setting them as Customer Asset or Full Lifecycle tracked has the same effect. You can set the nonserialized product to Customer Asset tracked.
ITEM SETUP FOR SALES PRODUCT TYPES
Note that for customer asset creation, asset tracking is considered for the following values of the sales product type:
- Goods
- Software
Customer asset tracking is ignored (customer assets are not created) for the following values:
- Included Warranty
- Extended Warranty
- Service Level Agreement
- Software Maintenance
- Preventive Maintenance
- Installation
- Training
- Subscription
- One-Time Service
Capture Key Asset Information During Outbound and Inbound Fulfillment Processes
Installed Base integrates seamlessly with Order Management, enabling the capture of key asset information during the outbound and inbound fulfillment processes.
During outbound fulfillment, Installed Base now helps you do the following:
- It identifies and associates a specific asset to a customer location, to which the asset is to be shipped or fulfilled.
- It initiates the creation of any included warranties for assets in Enterprise Contracts.
- It tracks the initial price for which the asset was sold as this information is now captured along with the bill-to-customer information.
- It captures information about the asset structure at the point when it is sold.
During inbound fulfillment, Installed Base captures information about returns, such as:
- It identifies which assets are being returned
- It identifies whether an asset is being returned permanently, for credit, or for repair
If the asset is returned for credit or permanently, Installed Base properly disassociates the asset from the customer, and initiates the termination of any associated warranties or contracts in Enterprise Contracts.
Integration of Installed Base with Order Management now enables you to track assets that have been sold and shipped to a customer, and assets that have been returned, so you always have the most current and accurate information about your customer’s assets. Installed Base tracks the bill-to customer information associated with the asset, as well as the asset’s initial sales price. Details of an asset’s component structure are now captured and maintained throughout the life of the asset. This provides insight into the as-sold and as built configuration of your customer’s assets. As changes are made to an asset’s structure throughout its life, such as component changes, Installed Base captures and tracks these changes. This flexibility provides you with a comprehensive and granular perspective on asset information about your customer’s assets throughout the life of the asset.
FEATURE DETAILS
With this release, Installed Base integration with Order Management allows you to capture additional asset information, as compared to the previous release where Installed Base was integrated only with Logistics. The additional asset information is captured in the following forms:
- Asset bill-to-customer information and sold by business unit
- Asset charges
- As-sold asset structure and matching of this structure with the as-built asset structure
- Intangible assets
The following diagram explains the Installed Base and Order Management integration process in a simplified manner:
Installed Base and Order Management Integration
CAPTURE AND CREATION OF CUSTOMER ASSET STRUCTURES
The following table provides definitions for what is captured in the customer asset structures:
| Term |
Definition |
|---|---|
| As-built structure |
Asset structure as captured during manufacturing of the asset-tracked components used in an assembly; it applies only to serial-tracked manufacturing. |
| As-sold structure |
It is the combination of the as-built structure with the structure information as received from order management. This information consists of the assemble-to-order (ATO) or the pick-to-order (PTO) models, the configured item for ATO and the options classes. The as-sold structure also encompasses the results of the asset explosion process. |
| Asset Explosion |
The asset explosion is a supplemental process taking place at the time of Order Management integration. If the shipped or fulfilled asset does not have an as-sold or as-built structure, the application first checks if the item has a primary asset structure in the issuing organization. If such structure exists then a flat asset structure is created with any items in the structure setup with the attribute asset tracking equal to Customer Asset or Full Lifecycle. |
The following is an example of an asset structure encompassing as-sold and as-built information:
| Asset Structure |
Product |
Item Structure Type |
Item Asset Tracking Value |
Asset Structure Level |
|---|---|---|---|---|
| A1 |
ATO Model 1 |
Model |
Full lifecycle |
As-sold |
| --A2 |
ATO Model 1**123 |
Configured Item |
Neutral |
As-sold |
| ----A3 |
Option Class 1 |
Option Class |
Neutral |
As-sold |
| ------A4 |
Included Item 1 |
Standard |
Full lifecycle |
As-sold |
| --------A8 |
Included Item Component 1 |
Standard |
Full lifecycle |
As-built |
The as-sold customer asset structure is created at the time of Order Management integration in the following manner:
- Customer assets and their associated structures are created from Order Management information (as-sold structure)
- The as-sold information is then matched with the as-built information, and asset-tracked components are added to the customer asset structure
- For any assets not having a structure created by the two first steps, the asset explosion is attempted
The following table summarizes the various behaviors of asset creation depending on product type and item setup:
| Product Type | Behavior |
|---|---|
| ATO |
If the ATO product or model is Customer Asset or Full Lifecycle tracked then the product or model and the configured item respectively, is created as a customer asset. For a configured product, the option classes are considered as tracked if the model is tracked, and customer assets are created. Selected option items are created as customer assets if they are Customer Asset or Full Lifecycle tracked. |
| PTO and kits |
If the PTO model or kit is Customer Asset or Full Lifecycle tracked then the product or model respectively, is created as a customer asset. For PTO models, the option classes are considered as tracked if the model is tracked , and customer assets are created. Selected included items are created as customer assets if they are Customer Asset or Full Lifecycle tracked. |
| Serialized manufacturing products |
If the item is Customer Asset or Full Lifecycle tracked then the item is created as a customer asset. As-built asset structure is created as customer asset if they are Customer Asset or Full Lifecycle tracked. This also applies to the ATO option items and kit or PTO included items. |
| Nonserialized products, serialized products without serialized manufacturing, and intangible products |
If the item is Customer Asset or Full Lifecycle tracked then the item is created as a customer asset. The resulting asset is subjected to the asset explosion process. This also applies to the ATO option items and kit or PTO included items. |
Steps to Enable
You can now enable tracking of item components to be tracked as customer assets by setting the tem attribute Enable Asset Tracking as either Customer Asset or Full Lifecycle.
Create and Update Customer Assets Using Enhanced Installed Base Web Services
Installed base information can originate from, be updated by, or used by a variety of sources and systems. To allow for this flexibility, Installed Base provides an external REST web service, enabling any system to easily search for, create, and update asset information. In addition to serialized assets, this web service has been enhanced to also support nonserialized and intangible assets. It supports asset structure information and its configuration information, enabling you to obtain and update asset structure details, including changes to the asset such as component changes, ensuring Installed Base always has the most current and accurate asset information.
FEATURE DETAILS
The Customer Asset REST API has been enhanced to support the following:
- Allows creation and update of nonserialized assets
- Allows creation and update of customer asset structure
CREATING AND UPDATING NONSERIALIZED CUSTOMER ASSETS
Installed Base now allows you to associate a nonserialized item to an asset to be created and for which you can also provide the quantity details. Going forward, these assets can be updated in the same manner like any other assets.
CREATING AND UPDATING CUSTOMER ASSET STRUCTURES
Installed Base now allows you to create and update a customer asset's structure via the Customer Asset REST API. This is achieved by exposing a new Asset Structure resource in the web service. The following methods must be used to achieve the desired asset structure:
- By using the POST method, you can add an asset as a child of a given asset
- By using the DELETE method, you can remove a relationship from the asset
- By using the GET method, you can obtain the list of assets that are components of a given asset
Note that with this release, it cannot be verified if the asset structure is valid in the perspective of which item can be a child of another item.
Steps to Enable
No steps are required to enable this feature.
Role Information
| Privilege Name and Code |
Job Role Name and Code |
|---|---|
| Manage Customer Assets by Service CSI_MANAGE_CUSTOMER_ASSETS_BY_SERVICE |
Asset Administrator ORA_CSE_ASSET_ADMINISTRATOR |
Upload Data Using Spreadsheets
Installed Base provides you with the option to upload data using spreadsheets. Not only is this feature helpful when initially uploading asset information during implementation, it is also useful for ongoing updates, such as those necessitated by mergers, acquisitions, and reorganizations. In addition to serialized assets, this import process has been enhanced to now support the import and update of nonserialized and intangible assets, as well as the import of asset structure and configuration information. This ensures that Installed Base remains your single source of truth for asset information.
FEATURE DETAILS
The customer asset import capability has been enhanced to support the following:
- Allows you to create and update nonserialized assets
- Allows you to create and update customer asset structure
CREATING AND UPDATING NONSERIALIZED CUSTOMER ASSETS
Installed Base now allows you to associate a nonserialized item to an asset to be imported as well as providing the asset quantity. Going forward, these assets can be updated in the same manner as any other assets.
CREATING AND UPDATING CUSTOMER ASSET STRUCTURES
Installed Base now allows you to create and update a customer asset's structure via the Customer Asset Import capability. This is achieved by exposing a structure action code (add and remove), and a parent asset identifier part of the .xlsm import template.
- By using the add structure action code, you can make the imported asset a child of the designated parent.
- By using the remove structure action code, you can remove the imported asset from its designated parent.
NOTE: With this release, it cannot be verified if the structure is valid in the perspective of which item can be a child of another item.
Steps to Enable
No steps are required to enable this feature.
Role Information
| Privilege Name and Code |
Job Role Name and Code |
|---|---|
| Import Customer Assets CSI_IMPORT_CUSTOMER_ASSETS |
Asset Administrator ORA_CSE_ASSET_ADMINISTRATOR |
Integrate Customer Asset Information with Third Party Applications Using Business Events
Installed Base now has business events, which enable you to easily integrate your customer asset information with third party applications. Business events are raised whenever a customer asset or its structure is created or updated in Installed Base. The third party applications interact with these business events to perform the appropriate actions.
FEATURE DETAILS
Installed Base now raises public business events whenever the customer asset repository is updated:
- Whenever a customer asset is created or updated.
- Whenever a customer asset structure is created or updated, that is, whenever a component is added or removed from the asset structure.
The events are raised based on the following sources of modification of an asset:
- Creation or update of assets via the asset import
- Creation or update of assets via the Customer Asset REST API
- Creation or update of assets via any of these integration:
- Creation of customer assets via sales order shipment fulfillment
- Update of customer assets via returns
- Direct asset returns via inventory receipt
The events start as soon as the customer asset is created. This occurs typically when an instance of a product is shipped or fulfilled. The events stop as soon as the product instance cease to be a customer asset, for example if a product is returned for credit it is not considered a customer asset anymore.
ASSET BUSINESS EVENTS
Two business events can be raised for the asset level changes which have been described in the following table:
| Event Code |
Description |
|---|---|
| CUSTOMER_ASSET_CREATE |
Business event raised when a customer asset is created. The event payload contains key asset information such as asset identifier, product information, and customer information. The application interacting with the event can retrieve all asset information by using the GET method of the Customer asset REST API. |
| CUSTOMER_ASSET_UPDATE |
Business event raised when a customer asset is updated. The event payload contains key asset information such as asset identifier, product information, and customer information, including old and new values for some of the main attributes. |
In both cases, the application interacting with the events can retrieve all asset information by using the GET method of the Customer Asset REST API.
ASSET STRUCTURE BUSINESS EVENTS
Two business events can be raised for the asset structure changes which have been described in the following table:
| Event Code |
Description |
|---|---|
| CUSTOMER_ASSET_RELATIONSHIP_ADD |
Business event raised when a customer asset is added as a component of another asset. The event payload contains the key information of new relationships created, such as the child and parent asset identifiers. |
| CUSTOMER_ASSET_RELATIONSHIP_REMOVE |
Business event raised when a customer asset is removed from a structure of another asset. The event payload contains the key information of new relationships created, such as the child and parent asset identifiers. |
In both cases, the application interacting with the events can retrieve all the immediate components of the parent asset by using the GET method of the Customer Asset REST API.
Steps to Enable
No steps are required to enable this feature. Business events are systematically generated upon asset or asset structures changes, and third party applications must subscribe to the events for integration purposes.
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 21 APR 2017 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Security & New Features
If your system has modified security structures, you may need to advise your security administrator of new features you would like to take advantage of. Appendix A provides a listing of the security attributes needed to employ the new features when you have decided to implement them.
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We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
Optional Uptake of New Features (Opt In)
This release of Oracle Maintenance Cloud does not include any opt-in features.
This section gives you information to help you plan, deploy, and validate your update. We make frequent additions to this document, so don’t forget to check back and get the latest information before your update starts.
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Collaborate with Stakeholders on Work Definitions and Work Orders Using Oracle Social Network |
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APPENDIX A: FUNCTION SECURITY PRIVILEGES AND AGGREGATE PRIVILEGES |
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An integrated asset management system is fundamental for organizations that are heavily dependent upon physical assets in the manufacture or delivery of their products. Asset-intensive firms of all sizes, locations, and industries face unprecedented challenges in today’s changing global economy. With shrinking margins and decline in capital spending, firms need to operate their assets with greater efficiency, uptime, and effectiveness. Plant managers are asked to “do more with less” with current resources; Oracle Maintenance Cloud will help you address these challenges in a dynamic global economy.
Oracle Maintenance Cloud provides a comprehensive ability to define and maintain assets across the enterprise using maintenance processes that are consistent and repeatable. Maintenance is part of a suite of applications that includes other Oracle Cloud solutions, such as Procurement, Inventory and Cost Management, Product Lifecycle Management, and Financials. A simplified setup helps you quickly set up supply chain common components, as well as basic features for maintenance, inventory management, and cost management.
Define Maintenance Master Data
Work order execution and data capture provides the basis to evaluate the effectiveness of your maintenance strategy. The execution relies on a series of processes including: determining work priorities, management of the daily schedule, reviewing the dispatch list, data capture of labor and material, and work order completion. The actual transactions recorded during the work order execution process are then costed (see the Report Work Order Costs Comprehensively feature in this document). This financial information helps you determine which assets are the most costly to maintain and which assets you might want to consider replacing as opposed to repairing.
Create and Use Maintenance Organizations
To avoid the challenges of master data duplication and synchronization common to ‘add-on’ maintenance solutions, Maintenance extends the existing Oracle Cloud Enterprise Resource Planning and Supply Chain Management data model to support additional maintenance-specific master data. Your maintenance manager can now easily define, view, and update the maintenance organization data and its relationships in the following areas:
- Maintenance organization. Define an organization where you can specify maintenance setup data, run maintenance processes, and support maintenance, repair, and overhaul (MRO) materials. Configure organization parameters that determine the behavior of work definitions, work orders, and work execution. Use an organization calendar to schedule maintenance resources.
- Maintenance calendar. Define a maintenance calendar that includes work days, shifts, and exceptions.
- Work areas. Define work areas that represent locations in the organization, where multiple work centers comprise each work area.
- Work centers. Define each work center, such as a department or maintenance location, where maintenance operations are performed. Each work center is comprised of maintenance resources that provide capacity and availability.
- Maintenance resources. Define common equipment and labor resources that your organization uses in maintenance. Define resource calendar exceptions, such as training, according to day or shift. Define and view resource rates in Oracle Cost Management Cloud.
- Standard operations. Create a predefined library of standardized maintenance operations and their resources and usages, so you can add them to work definitions and work orders. Automatically publish subsequent changes that occur to a standard operation to the work definitions that reference it.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
For a clear segregation of parts, materials and resources, it is recommended to define the maintenance organization separate from the manufacturing organization. However technically there is no restriction to use the same organization for both.
Quickly Set Up Common Components and Facilities
In order to simplify and to guide you towards recommended best practices, an automated setup flow assists you with the setup process, reuses existing setups, asks important questions and, for some tasks, provides default values for setups according to recommended practices. You can:
- Set up your calendar. Set up shifts, workday patterns, and schedules.
- Set up units of measure. Set up unit of measure classes, units of measure, and conversions.
- Set up inventory organizations and maintenance organizations. Set up master item organization and inventory organizations or maintenance plants, and set inventory organization and maintenance plant parameters.
- Automatically predefine required receiving, inventory, and shipping tasks for your organization:
- Manage inventory configuration. Manage subinventories, locator structure, inventory transaction reasons, material statuses, ABC classes, ABC classification sets, ABC assignment groups, and pick slip grouping rules.
- Manage receiving configuration. Manage receiving parameters.
- Manage shipping configuration. Manage rules that release pick waves and release sequence rules.
- Automatically default required setups for maintenance plants by creating default maintenance organization data. Create default work area, work center, labor, and equipment resources.
The following screenshot illustrates the pages you use to define a maintenance organization:
Manage Inventory Organization Parameter Page with the Option to Define a Maintenance Organization
Steps to Enable
For details about setting up Maintenance, see Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center.
You can create maintainable assets in Maintenance by way of four distinct flows:
- On the Manage Assets page, you can create a new asset.
- Through an acquisition process using the procurement flow, you can purchase an asset and track its lifecycle from purchase to receipt through implementation, maintenance, and eventual disposal.
- Using Oracle Manufacturing Cloud, you can build your own asset, then track and maintain it though Maintenance.
- If you are converting from another maintenance system or have collected your asset information in a spreadsheet, you can import assets.
The Manage Assets page is the starting point for most asset-related activities. This page allows you to quickly and easily create and retrieve asset and component information using enhanced search (including key word search, autosuggest, filters, and a combination of autosuggest or keyword search and filters), and to see the details of location. These functions are available using a mobile device, tablet, or desktop. Maintenance enables faster on-boarding of new assets and timely asset information for all assets spanning the complete maintenance lifecycle.
In order to manage and maintain your assets, you need to be able to create them in the system. You access the create assets capability from the Manage Assets page. Asset creation includes uniquely identifying the asset, defining its relationship to an item, defining the asset’s location, and providing default parameters for work order execution. The attributes for the create asset feature include the following:
- Number. Asset number is alphanumeric and unique across the organization. If not specified, the asset number is automatically generated. This field is mandatory.
- Description. Description of the asset. This field is optional.
- Item. Item is defined in the Product Information Management work area and associated with an asset. This field is mandatory.
- Item Serial Number. Item serial number is alphanumeric, is unique in combination with asset item, and is unique within an organization and across organizations. This field is optional.
- Asset Location. The work center or subinventory location associated with the asset. This field is optional.
- Work Center. The work center location associated with an asset. This association does not have any influence on work orders. This field is optional.
- Default Maintenance Work Order Type. Work order type default value assigned when creating a maintenance work order. This field is optional.
- Default Maintenance Work Order Subtype. Maintenance work order subtype default value assigned when creating a maintenance work order. This attribute is one of the ‘Source Parameters’ in the subledger accounting for asset maintenance. Oracle Cost Management Cloud derives work order accounts based on this attribute. This field is optional.
The following screenshots illustrate the pages that you can use to create assets manually either from scratch or through copy of an existing asset:
Create Asset Dialog to Create an Asset From Scratch or as a Copy of Another Asset
Steps to Enable
To track an item instance as an asset, the associated item in the Product Information Management work area needs to be defined as “Full Lifecycle Tracking.” If you want to track it as a maintainable asset, make sure the associated item in the Product Information Management work area is defined as “Maintainable.”
There are times when you will need to procure a new asset, whether to replace an aging asset or as a critical spare. Using Oracle Procurement Cloud, you can purchase an item that has been defined in the Product Information Management work area as inventory-tracked, “Full Lifecycle Tracking,” and “Maintainable.”After receiving the item, an asset is automatically created, and the maintenance manager can update the record in the Manage Assets page to identify it as a “Maintainable Asset.”
Steps to Enable
To track an item instance as an asset, the associated item in the Product Information Management work area needs to be defined as “Full Lifecycle Tracking.” If you want to track it as a maintainable asset, make sure the associated item in the Product Information Management work area is defined as “Maintainable.”
In some industries, operations build the assets used in production. This may be because the assets are unique to your business or hard to procure. In Oracle Manufacturing Cloud, you can manufacture an asset by defining the associated item in the Product Information Management work area as “Full Lifecycle Tracking.” If you want to track it as a maintainable asset, make sure the associated item in the Product Information Management work area is defined as “Maintainable.”
Steps to Enable
To track an item instance as an asset, the associated item in the Product Information Management work area needs to be defined as “Full Lifecycle Tracking.” If you want to track it as a maintainable asset, make sure the associated item in the Product Information Management work area is defined as “Maintainable.”
In order to support the flexible mass import and update of asset information, Maintenance provides a spreadsheet upload capability. Not only is this feature helpful when initially uploading asset information during implementation, but it is also useful for ongoing updates, such as those necessitated by mergers, acquisitions, and reorganizations.
The following figure illustrates the Asset Import process:
Asset Import Process
Steps to Enable
To track an item instance as an asset, the associated item in the Product Information Management work area needs to be defined as “Full Lifecycle Tracking.” If you want to track it as a maintainable asset, make sure the associated item in the Product Information Management work area is defined as “Maintainable.”
The asset parts list defines the replacement parts associated with an asset, which can be used to create the materials requirement for a reactive work order. The parts list can include both stock and non-stock parts. This feature saves you time when planning your work order by providing an easy way to see and copy what parts are commonly used on a repair of an asset. Also, during asset creation, if you have a number of similar assets, you can easily ‘Copy Parts List’ from one asset to another.
The following screenshot shows the page you must use in order to manage the asset parts list:
Asset Parts List tab
Steps to Enable
No steps are required to enable this feature.
Work order execution and data capture provides the basis to evaluate the effectiveness of your maintenance strategy. The execution relies on a series of processes including: determining work priorities, management of the daily schedule, reviewing the dispatch list, data capture of labor and material, and work order completion. The actual transactions recorded during the work order execution process are then costed (see the Report Work Order Costs Comprehensively feature in this document). This financial information helps you determine which assets are the most costly to maintain and which assets you might want to consider replacing as opposed to repairing.
Use the Maintenance Work Area Landing Page
Sifting through reports to determine what work is a high priority and what work is past due, wastes time, and takes your focus away from actually performing the repair and maintenance work. Maintenance managers and maintenance technicians need to quickly and easily see what requires their immediate attention, and assess how they are doing towards completing their work.
Maintenance provides this insight with the Maintenance work area landing page. It provides key metrics that you can drill down to the underlying objects to take action. These metrics also provide insight into your problematic assets, as well as the overall maturity of your maintenance program.
Metrics for the maintenance technician include:
- Operations. Displays the counts of released work order operations that are past due, as well as those that are ready to be worked on.
- Past Due Operations. Shows the top five work centers with the most past due operations.
Maintenance managers can see all of the maintenance technician metrics, plus:
- Work Orders – Released. Displays the total number of released work orders, including the total count of top priority work orders and past due work orders.
- Scheduled vs. Completed Work. Displays the number of work orders scheduled to be completed and the number of work orders actually completed for the current week. It also displays the total count of work orders scheduled to be completed in the current week.
- Work Completion – This Week. Shows the number of work orders that are completed on time versus the number of work orders that are completed late. For the work orders that are completed late, this metric also shows what percentage are preventive work orders and what percentage are corrective work orders.
- Released Work Orders. Shows the top five work centers with the most released work orders.
- Work Orders with Work Definition. Displays the count of work orders (with a scheduled completion date within the selected timeframe), with and without a work definition reference, to help you assess the maturity of your maintenance program.
- Assets with Most Work Orders. Displays the five assets with the most number of work orders for the last six months. You can expand the view to show the ten assets with the most work orders for the last month, last three months, last six months, or last twelve months.
The following screenshot show the Maintenance Work Area Landing page: 
Maintenance Work Area Landing Page
Steps to Enable
No steps are required to enable this feature.
The Maintenance Dispatch List provides the maintenance manager with a view of work scheduled for the current day, scheduled work orders for the following days, and changes to operations that might change priorities. The maintenance technician can easily complete work orders, enter material and labor required to complete a work order, and enter completion information.
The first thing a maintenance manager needs to know at the start of the day is: “What needs to be done today?” Maintenance helps the maintenance manager focus on the activities that must be finished today. You can view and manage all aspects of maintenance, such as create work orders, update or edit work order operations, update or edit priorities, edit and manage work order status, and print materials lists and work order details reports.
The following screenshot shows the Maintenance Work Order Dispatch List page:
Maintenance Dispatch List
Steps to Enable
No steps are required to enable this feature.
Use Simplified Reporting for Maintenance Tasks
You can improve productivity by allowing maintenance technicians to get reports on materials, resources, and operation completion with only two clicks, and by providing access to more detailed information, if required. The Maintenance Dispatch List gives your maintenance personnel a single location where they can view maintenance priorities and complete tasks for their work center and their shift. The technician can start and end the day with only the dispatch list and perform all activities for work orders, such as completing operations, resolving material problems, returning materials, charging resources, printing maintenance documents, and so on.
When reporting material transactions, you can use the predefined integration with scanning devices for touch-less issuance of material to a work order. This saves time and ensures data accuracy. After you have identified the work order number and operation, you can simply scan the component to issue it to the job.
The following screenshots show the pages for Quick Complete and Complete with Details of a Maintenance Work Order:
Maintenance Work Order Quick Complete
Maintenance Work Order Complete with Details
The following screenshots show the pages to report Material and Resource transactions: 
Report Material Transactions Page
Report Resource Transactions Page
Steps to Enable
No steps are required to enable this feature.
Manage and Execute Supplier Operations
With this release, you can create, update, and schedule work orders with supplier operations. As a maintenance manager, you can use the Manage Supplier Operations page to:
- Manage all supplier operations
- Receive and complete the supplier operations for serial-tracked assemblies from the supplier
- Review and print the work order traveler to provide the details of the supplier operations
This gives you a simple and easy-to-use page to review, monitor, and manage supplier operations across different suppliers and purchase orders for the plant or work area for which you are responsible.
Steps to Enable
No steps are required to enable this feature.
Create and Manage Purchasing Documents
Outside processing is one of the key activities on the shop floor. After you identify a supplier, the terms of the contract are set between the OEM and the supplier as a blanket agreement. However, every time you perform an outside processing activity, a separate purchase request and a corresponding purchase order is created.
In this release, the user can create a purchase request every time an outside processing activity is required (based on the work order operation information in Maintenance). After the purchase request is created, based on the settings, the system automatically converts the purchase request to a purchase order, or the purchase request will be converted by the buyer.
The status of the purchase request and the corresponding conversion to purchase order is visible to the user at all times. This visibility helps the user to keep track of all the outside processing purchase request activities at all times.
Steps to Enable
No steps are required to enable this feature.
Monitor and Review Supplier Operation Details
Most of the time, the process of shipment and receipt between your plant and the supplier is without issues. However, there are cases where there are issues related to shipment errors, receipt errors, and so on.
Upon review of the supplier operation details, you have a bird’s eye view of the purchase request, purchase order, shipment, receipt, over-receipts, and so on. You can also make any corrections to receipts, shipments, and returns as well as submit new purchase requests. Additionally, you can resolve exceptions raised due to purchasing or demand issues.
This supplier operations details page gives you a complete control on the current status of the supplier operation and also helps you take corrective actions.
The following screenshot shows the Supplier Operations Management page: 
Review Supplier Operation Details Page
Steps to Enable
No steps are required to enable this feature.
Additional Maintenance Management Enhancements
Visually Design Maintenance Work Definitions
You use the Maintenance Work Definition template to define the relationship between parts, resources, and maintenance operations for a given piece of maintenance work. After the work definition is defined, you can use it to quickly create a specific work order. Visually design a work definition that represents the maintenance process, including the materials and resources needed to complete the job. Drag-and-drop capability allows users to quickly associate the different parts of the maintenance work order definition and depict the sequence of operations to specify how each operation is executed. Use work definition versioning to monitor and implement changes you make to support a Reliability Centered Maintenance (RCM) methodology. Print a report of the work definition, including operations, material, and resource requirements and share this report internally in your organization and externally with contractors to collaborate on process improvement.
The following screenshot shows the page you must use in order to visually design a Maintenance Work Definition:
Edit Maintenance Work Definition Page
Steps to Enable
No steps are required to enable this feature.
Manage Maintenance Work Orders
The Manage Maintenance Work Orders enhanced search page helps you quickly and easily retrieve work order information detailing the work description, asset to be repaired, work order status, and start and completion dates. It provides keyword search, autosuggest, filters, and a combination of autosuggest or keyword search and filters.
You can view and manage all aspects of maintenance, such as create reactive work orders, update or edit work order operations, update or edit priorities, edit and manage work order status, view progress, and print work order reports. If you are planning and managing large numbers of work orders, you might find that the mass actions feature saves you keystrokes and time when changing the status of multiple work orders.
Work definitions are used as templates for work orders to save the maintenance manager time when planning the work order. Whether using work definitions or creating the work order on the fly, you can create a job with multiple operations, multiple resources, and use the parts list to plan the materials needed for the different tasks. At the operational level, you can define in-house operations or supplier operations. You can also use the efficiency of using predefined standard operations. Resources are associated with work centers and are defined as either crafts or pieces of equipment (tools) needed for a job.
The following screenshots show the Manage Maintenance Work Order and Edit Maintenance Work Order pages:
Manage Maintenance Work Orders Page
Edit Maintenance Work Order Page
Steps to Enable
No steps are required to enable this feature.
Report Maintenance Work Order Costs Comprehensively
Oracle Cost Management Cloud provides a setup that allows users to define cost by asset, work order, or type of work performed (such as segregating cost by reactive work or preventative work). This setup provides the cost accountant and maintenance manager with the information they need to control the material and resource costs incurred during the maintenance process.
Cost Management monitors work order costs across the entire lifecycle of the work order, from initial charges to work order close, including any overhead a cost accountant might add to the work order cost. This information is essential in determining the repair versus replace strategy for maintaining assets.
The following screenshot shows the Maintenance Work Order Cost View page:
Maintenance Work Order Cost Page
Steps to Enable
Oracle Cost Management Cloud must be set up for the maintenance organization.
For more information on setting up Cost Management, see Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management on the Oracle Help Center.
Key Resources
- Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management on the Oracle Help Center.
Select and Access Favorites in Maintenance
To support easy and quick retrieval of specific data, you can use the Favorites feature. In prior releases, setting a favorite was managed through the Favorites and Recent Items toolbar, which required a few extra clicks. In this release, you can easily establish for assets, work definitions, and work orders as favorites with a click on the Star icon that appears next to the object title. One click identifies the object as a favorite (solid yellow star), and one click removes it from favorites (empty star). Establishing a favorite provides you with easy access to revisit those objects by opening your Favorites and Recent Items list and clicking on the title.
Steps to Enable
No steps are required to enable this feature.
Collaborate with Stakeholders on Work Definitions and Work Orders Using Oracle Social Network
Resolving issues requires effective collaboration on a communication platform that provides the right context, history, and tools, and connects people without introducing another standalone social networking tool. In this release, you can use Oracle Social Network to leverage the power of social collaboration that is directly built into Maintenance to:
- Stay connected with work definitions and work orders to get updates.
- Start a conversation and collaborate in real time, and in multiple threads, with internal and external partners.
- Resolve maintenance problems and share recommended practices through social collaboration.
All communications are maintained with the proper business context and team engagement using Oracle Social Network, effectively closing the collaboration gap.
The following screenshot shows the page for social network integration for Maintenance Work Definitions:
Edit Maintenance Work Definition Page with Oracle Social Network Integration
Steps to Enable
No steps are required to enable this feature.
As businesses extend their offerings to include post-sale services or transform to product-service systems, the tracking of products that are installed at a customer site has become increasingly important. In addition, enterprise-owned asset insight is critical to ensure effective asset maintenance for companies that are heavily dependent upon physical assets for the manufacture and delivery of their products. To meet these needs, Oracle Installed Base Cloud provides a single source of truth for asset information, capturing, and tracking key asset information, such as:
- Asset number
- Product number
- Serial number
- Customer
- Location
This asset information is integrated with Oracle Enterprise Contracts Cloud to streamline contract creation for included services and provide customer asset insight for use when authoring contracts for additional services. This information is also integrated with Oracle Maintenance Cloud, so you can quickly and easily access asset information when maintaining and repairing assets. In addition, Installed Base maintains a complete transaction history for assets, including receipt and vendor information for purchased items, and “as manufactured” configuration information for manufactured items.
Streamline Asset Creation and Return Process
Assets are usually created and removed as part of other transactions, such as a shipment or a return. Installed Base automates this process ensuring installed base information is up-to-date and accurate. You can simply mark an inventory-tracked, serialized item as “Customer Asset Tracked” or “Full Lifecycle Tracking” in the Product Information Management work area to enable the automatic creation of an asset upon shipment to the customer (the “Sales Order Issue” transaction in Oracle Inventory Management Cloud). In addition, any assets returned by the customer (by way of the return material authorization process in Oracle Inventory Management Cloud) are also updated accordingly in Installed Base.
Steps to Enable
In order to track a customer asset, the item needs to be defined as “Customer Asset Tracked” or “Full Lifecycle Tracking” in the Product Information Management work area.
The following screenshots give examples of the set up user interface to enable the tracking of an asset:
Item Definition Page with Option to Track a Customer Asset
Item Definition Page with Option to Track an Asset Throughout Its Full Lifecycle
Integrate with Oracle Enterprise Contracts Cloud
Installed Base has a direct integration with Oracle Enterprise Contracts Cloud. This integration enables the creation of the included warranty contracts upon asset creation, and provides asset search and select capabilities when authoring service contracts to sell and bill for associated coverage services. This integration also ensures that included warranty contracts in Enterprise Contracts are properly updated based on changes made to the asset (such as asset termination) in Installed Base.
The following screenshot gives an example of assets being covered by an included warranty after having been delivered to the customer: 
Edit Contract Page with Asset Association
Steps to Enable
No steps are required to enable this feature.
Integrate with Oracle Maintenance Cloud
Installed Base has a direct integration with Oracle Maintenance Cloud, providing asset insight so that maintenance managers and maintenance technicians can quickly and easily access asset information to maintain and repair their assets. Installed Base enables Maintenance Cloud users to uniquely identify an asset, define its location, and set default parameters for work order execution, thus ensuring effective and efficient maintenance operations.
The following screenshot gives an example of the asset definition page with parameters set to perform maintenance on an asset:
Edit Asset Page with Options to Perform Maintenance on an Asset
Steps to Enable
No steps are required to enable this feature.
Use Web Services to Manage Data
Installed base information can originate from, be updated by, or used by a variety of sources and systems. To allow for this flexibility, Installed Base provides an external REST web service, enabling any system to easily search for, create, and update customer asset information.
Steps to Enable
No steps are required to enable this feature.
Upload Data Using Spreadsheets
To support the flexible mass import and update of asset information, Installed Base provides a spreadsheet upload capability. Not only is this feature helpful when initially uploading asset information during implementation, it is also useful for ongoing updates, such as those necessitated by mergers, acquisitions, and reorganizations.
The following screenshot gives an example of the upload process to create assets through a spreadsheet:
Asset Definition Process Using Spreadsheet Upload
Steps to Enable
No steps are required to enable this feature.
APPENDIX A: FUNCTION SECURITY PRIVILEGES AND AGGREGATE PRIVILEGES
This release includes new privileges that facilitate function security for new features. If you have created custom job roles, then you can add new privileges to those custom roles as needed.
Table A-1 Function Security Privileges for Oracle Maintenance
| Privilege Name and Code |
Job Role Name and Code |
|---|---|
| Print Maintenance Material List MNT_PRINT_MAINTENANCE_MATERIAL_LIST |
Maintenance Technician ORA_MNT_MAINTENANCE_TECHNICIAN |
| Print Maintenance Work Orders MNT_PRINT_MAINTENANCE_WORK_ORDERS |
Maintenance Technician ORA_MNT_MAINTENANCE_TECHNICIAN |
| Process Product Genealogy Transactions Privilege_Code_Name_3 |
Maintenance Technician ORA_MNT_MAINTENANCE_TECHNICIAN |
| Report Maintenance Exceptions MNT_REPORT_MAINTENANCE_EXCEPTIONS |
Maintenance Technician ORA_MNT_MAINTENANCE_TECHNICIAN |
| Report Maintenance Material Transactions MNT_REPORT_MAINTENANCE_MATERIAL_TRANSACTIONS |
Maintenance Technician ORA_MNT_MAINTENANCE_TECHNICIAN |
| Report Maintenance Operation Transactions MNT_REPORT_MAINTENANCE_OPERATION_TRANSACTIONS |
Maintenance Technician ORA_MNT_MAINTENANCE_TECHNICIAN |
| Report Maintenance Resource Transactions MNT_REPORT_MAINTENANCE_RESOURCE_TRANSACTIONS |
Maintenance Technician ORA_MNT_MAINTENANCE_TECHNICIAN |
| Review Maintenance Dispatch List MNT_REVIEW_MAINTENANCE_DISPATCH_LIST |
Maintenance Technician ORA_MNT_MAINTENANCE_TECHNICIAN |
| Review Maintenance Work Order History MNT_REVIEW_MAINTENANCE_WORK_ORDER_HISTORY |
Maintenance Technician ORA_MNT_MAINTENANCE_TECHNICIAN |
| View Maintenance Exceptions MNT_VIEW_MAINTENANCE_EXCEPTIONS |
Maintenance Technician ORA_MNT_MAINTENANCE_TECHNICIAN |
| View Maintenance Work Orders MNT_VIEW_MAINTENANCE_WORK_ORDERS |
Maintenance Technician ORA_MNT_MAINTENANCE_TECHNICIAN |
| Manage Maintainable Assets MNT_MANAGE_MAINTAINABLE_ASSETS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Manage Maintenance Exceptions MNT_MANAGE_MAINTENANCE_EXCEPTIONS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Manage Maintenance Resources MNT_MANAGE_MAINTENANCE_RESOURCES |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Manage Maintenance Standard Operations MNT_MANAGE_MAINTENANCE_STANDARD_OPERATIONS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Manage Maintenance Work Areas MNT_MANAGE_MAINTENANCE_WORK_AREAS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Manage Maintenance Work Centers MNT_MANAGE_MAINTENANCE_WORK_CENTERS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Manage Maintenance Work Definitions MNT_MANAGE_MAINTENANCE_WORK_DEFINITIONS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Manage Maintenance Work Order Operations MNT_MANAGE_MAINTENANCE_WORK_ORDER_OPERATIONS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Manage Maintenance Work Orders MNT_MANAGE_MAINTENANCE_WORK_ORDER_HEADERS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Manage Resource Rates CST_MANAGE_RESOURCE_RATES |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Manage Work Center Resource Calendar RCS_WORK_CENTER_RES_CALENDAR |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Manage Work Center Resource Exception RCS_WORK_CENTER_RES_EXCEPTION |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Print Maintenance Material List MNT_PRINT_MAINTENANCE_MATERIAL_LIST |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Print Maintenance Work Definition Report MNT_PRINT_MAINTENANCE_WORK_DEFINITION_REPORT |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Print Maintenance Work Orders MNT_PRINT_MAINTENANCE_WORK_ORDERS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Review Maintenance Work Order Costs CST_REVIEW_MAINTENANCE_WORK_ORDER_COSTS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Review Maintenance Work Order History MNT_REVIEW_MAINTENANCE_WORK_ORDER_HISTORY |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Transfer Transactions from Maintenance to Costing MNT_TRANSFER_TRANSACTIONS_FROM_MAINTENANCE_TO_COSTING |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| View Maintainable Assets MNT_VIEW_MAINTAINABLE_ASSETS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| View Maintenance Resources MNT_VIEW_MAINTENANCE_RESOURCES |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| View Maintenance Standard Operations MNT_VIEW_MAINTENANCE_STANDARD_OPERATIONS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| View Maintenance Work Areas MNT_VIEW_MAINTENANCE_WORK_AREAS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| View Maintenance Work Centers MNT_VIEW_MAINTENANCE_WORK_CENTERS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| View Maintenance Work Definitions MNT_VIEW_MAINTENANCE_WORK_DEFINITIONS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| View Maintenance Work Orders MNT_VIEW_MAINTENANCE_WORK_ORDERS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Close Maintenance Work Orders MNT_CLOSE_MAINTENANCE_WORK_ORDERS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Report Maintenance Work Order Transactions by Service MNT_REPORT_MAINTENANCE_WORK_ORDER_TRANSACTIONS_BY_SERVICE |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Import Maintainable Assets MNT_IMPORT_MAINTAINABLE_ASSETS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Import Maintenance Work Order Transactions MNT_IMPORT_MAINTENANCE_WORK_ORDER_TRANSACTIONS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Import Maintenance Work Orders MNT_IMPORT_MAINTENANCE_WORK_ORDERS |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Get Maintenance Work Orders by Service MNT_GET_MAINTENANCE_WORK_ORDERS_BY_SERVICE |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Update Maintenance Work Orders by Service MNT_UPDATE_MAINTENANCE_WORK_ORDERS_BY_SERVICE |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
| Manage Maintenance Management Work Area MNT_MANAGE_MAINTENANCE_MANAGEMENT_WORK_AREA |
Maintenance Manager ORA_MNT_MAINTENANCE_MANAGER |
Table A-2 Function Security Privileges for Oracle Installed Base Cloud
| Privilege Name and Code |
Job Role Name and Code |
|---|---|
| Manage Customer Assets by Service CSI_MANAGE_CUSTOMER_ASSETS_BY_SERVICE |
Asset Administrator ORA_CSE_ASSET_ADMINISTRATOR |
| Import Customer Assets CSI_IMPORT_CUSTOMER_ASSETS |
Asset Administrator ORA_CSE_ASSET_ADMINISTRATOR |
| View Customer Assets CSI_VIEW_CUSTOMER_ASSETS |
Asset Administrator ORA_CSE_ASSET_ADMINISTRATOR |
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