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ASO specific system set up requirements: We have provided the list of modules and specific functions that should be set up prior to implementing ASO. This document assumes that you have complete knowledge in setting up each of the modules. If you are unsure please refer to the specific modules for complete step-by-step instructions. Master Organization: Source !"elease ##i $ulti-Org Today% An Oracle White &aper' (ecember )**#+. A brief check list for $ulti-Org Set ,p Step1: (evelop an Organi-ation Structure Step : (efine Set of .ooks Step!: (efine /ocations Step": (efine .usiness 0roups 1Optional2 Step#: Associate "esponsibilities with .usiness 0roup 1optional2 Step$: (efine Organi-ations Step%: (efine Organi-ation "elationships Step&: (efine "esponsibilities Step': Set $O Operating ,nit &rofile Option Step1(: 3onvert to $ulti-Org Architecture 1"e4uired only if current set up is not $ulti-Org enabled2 Step11: 5erify Order $anagement System &arameters Step1 : Set &rofile Options Specific to Operating ,nit Step1!: (efine Inventory Organi-ation Security 1optional2 Step1": Implement the Application &roducts &re-re4uisites /ocations 6mployees 3alendars 3alendar 67ception Stock /ocator &urchasing &arameters "eceiving &arameters 3reate an Organi-ation with the following classification enabled &re-"e4uisites /ocations' 3alendar' 3hart Of Accounts .usiness 0roup 8" Organi-ation 0"69/egal 6ntity $"& Organi-ation Operating ,nit &ro:ect 67penditure &ro:ect $anufacturing Organi-ation Oracle 3onfidential (ate );9*<9)**; *# *) ** &age #9#=
Inventory Organization parameters: ,se &)- /os Angeles $anufacturing as reference 3reate additional Organi-ations as re4uired with the following enabled 8" Organi-ation Inventory $"& &ro:ect 67penditure &ro:ect $anufacturing Organi-ation &ro:ect Task Owning Organi-ation WI& Organi-ation 8" Organi-ation parameters &re-"e4uisites Organi-ational 8ierarchies 6nter value for 3osting Information 6nter value for &arent Organi-ation. Set up &rimary "eporting 8ierarchy 167 5ision Operations2 Set up &ro:ect $fg 67penditure96vent 167 5ision &ro:ect $anufacturing2 Set up &ro:ect &ro:ect9Task Owning167 5ision &ro:ect $anufacturing2 Set up &ro:ect $fg "eporting167 5ision &ro:ect $anufacturing2 Inventory Organi-ation parameters Accounting &arameter Section Select the appropriate Set Of .ooks' /egal 6ntity and Operating ,nit. Accounting Information 67ample Set of .ooks &ro:ect $fg /egal 6ntity 5ision &ro:ect $fg Operating ,nit 5ision &ro:ect $fg Inventory &arameters Section. &re-re4uisite Inventory Item $aster Organi-ation' 3alendar Select Item $aster Organi-ation that has &ro:ect $anufacturing Operating ,nit. 167ample 5ision &ro:ect $anufacturing2. 6nable 6A$ check bo7 "evision' /ot' Serial' /& parameters /ot 3ontrol ,ni4ueness ? >one' 0eneration? At Organi-ation /evel Serial 3ontrol ,ni4ueness?Within Inventory Items% 0eneration At Item /evel 3osting &re-re4uisite 3ost 0roup 3osting method Average 3osting Oracle 3onfidential (ate );9*<9)**; *# *) ** &age )9#=
Master Items: It is important to note that all items have to be set up at the $aster Inventory Organi-ation /evel and then assign to specific Inventory Organi-ations. To facilitate item creation we strongly suggest that you define Item Template for each type of items that will be used in your organi-ation. We have identified the following item types and the recommended attributes
Mac,ine Items -used in Route Management.: $ain Item Status Active Inventory 6nable these attributes% Inventory Item' Stockable' "eservable' Transactable. /ot and /ot 67piration >o control 1suggested2 Serial 3ontrol >o 3ontrol 1suggested2 /ocator 3ontrol >o 3ontrol 1suggested2 .ill of $aterial (isable .O$ Allowed Asset $anagement Select "ebuildable for Asset Type 3osting 6nable 3osting 6nabled' Inventory Asset 5alue and Include in "ollup. 6nter value for 3ost of 0oods Sold Account &urchasing 6nable &urchase' &urchasable' and (escription ,pdate. In Invoice $atching area' set "eceipt "e4uired to B>oC. 0eneral &lanning Select $in-$a7 for Inventory &lanning $ethod $&S9$"& &lanning Select $"& &lanning for &lanning $ethod. Select 8ard &egging for &egging attribute. Work In &rocess 6nable .uild in WI&. Set Supply Type to B&ushC &hysical Attributes 6nable 64uipment in Type section Service 6nable Serviceable and Installed .ase Tracking check bo7 Service Items -for OS/.: $ain Item Status Active Inventory (isable Inventory Item' Stockable' "eservable &urchasing 6nable &urchase' &urchasable' and (escription ,pdate. In Invoice $atching area' set "eceipt "e4uired to BDesC. /lease ensure t,at OS/ c,ec0 +o1 is disa+led Su+2Inventory: @or each Inventory Organi-ation' you need to set up at least one sub-inventory. We suggest setting up Stores' $".9Inspection and 3onsumable sub-inventories. /re2requisite: 3ost 0roup and /ocators 1if re4uired2 Suggested Attri+utes: Stores Status Active 6nable Auantity Tracked 6nable Asset Subinventory 6nable Include in AT& 6nable Allow "eservation Oracle 3onfidential (ate );9*<9)**; *# *) ** &age G9#=
Material /lanning: &re-re4uisites Oracle Inventory set up should be complete Supply sub-inventories should have been set up Organi-ation Items with $"& &lanning enabled Oracle &urchasing set up should be complete Oracle WI& set up should be complete Oracle 6A$ set up should be complete Oracle &ro:ect $anufacturing set up should be complete &arameters 6nable >et WI&' >et "eservations check bo7es Select Order Start (ate for $aterial Scheduling $ethod Select All &lanned Items for &lanned Items 6nsure &lanning $anager has been activated and is active. Otherwise $"& will not pick up $(S entries from 5W&. Set up $(S names. We suggest that you name the $(S in such a way that the user can identify the sub-inventory it will be associated with. 6nable "elieve check bo7. Set up $"& names. We suggest that you name the $"& in such a way that the planner can identify the specific sub-inventory it will be associated with. 6nable @eedback' &roduction check bo7es In the options screen @or schedule option' select the $(S name that will associated with this plan. We suggest that you select the $(S with the same sub-inventory name as the sub-inventory the plan will be associated with in Subinventory >etting screen. 6nable Append &lanned Orders' >et WI&' >et "eservations check bo7es 6nable &egging check bo7 Set "eservation /evel' 8ard &egging /evel to &ro:ect-Task Set $aterial Scheduling $ethod to Order Start (ate Set &lanned Items to All &lanned Items Subinventory >etting Select a SI4567 sub-inventory that will be associated with this plan. @or $"&9&roduction &lanning to work properly it is I$&6"ATI56 that a $"& plan be associated with a SI>0/6 subinventory. If you associate $,/TI&/6 sub-inventories then the &lanner9$aterials $anager will have manually manage material re4uirements with availability. It may entail moving materials between subinventories in order to meet :obCs material re4uirements. 8are,ouse Management: &re-re4uisites Oracle Inventory set up should be complete Oracle 3onfidential (ate );9*<9)**; *# *) ** &age <9#=
Order Management: &re-re4uisites Oracle Inventory set up should be complete Supply sub-inventories should have been set up Oracle &urchasing set up should be complete If you are planning to disable O$ users from updating Sales Orders created from ASO' then you need to enable O$ Security &rocessing 3onstraints 1>avigation Order $anagement "esponsibility' Set ,p' "ules' Security' &rocessing 3onstraints2 (isable 3reate' ,pdate' (elete and 3ancel operation for Sales Orders for A8/ Order Template. In the BApplicable ToC tab select Authori-ed "esponsibilities "adio .utton and provide a list of "esponsibilities that can perform the above listed actions. Similarly disable 3reate' ,pdate' (elete and 3ancel operation for Sales Order /ine for A8/ /ine Template. In the BApplicable ToC tab select Authori-ed "esponsibilities "adio .utton and provide a list of "esponsibilities that can perform the above listed actions. @or OS& order processing you must create customers in O$ to be identical to your suppliers created in Oracle &urchasing. Dou need to do this step for only those suppliers you will be shipping out the parts for service. We strongly suggest you create customer names to be e7actly the same as your supplier name. /urc,asing: &re-re4uisites Oracle Inventory set up should be complete Supply sub-inventories should have been set up Oracle 8uman "esources set up should be complete Set up .uyers Set up approvals Oracle 3onfidential (ate );9*<9)**; *# *) ** &age =9#=
/ro9ect Accounting:
/ro9ect Manufacturing: &re-re4uisites Oracle WI& should have been set up Oracle &ro:ect Accounting should have been set up Set up &ro:ect 3ost 0roup Set up &lanning 0roup 3reate &ro:ects Assign the &ro:ects in &ro:ect &arameters screen Assign the employees to have approval privileges to the pro:ect. 1>avigation &ro:ect Super ,ser' Set up' 8uman "esources' Organi-ation Authority2 Oracle 3onfidential (ate );9*<9)**; *# *) ** &age K9#=
Oracle )ontracts: &re-re4uisites Oracle Inventory set up should be complete Oracle "eceivables set up should be complete Oracle Order $anagement set up should be complete Oracle &urchasing set up should be complete Set up Standard Articles Set up 3ategories and Sources Set up 3ustomers 1optional2 Set up .uyers 1optional2 Set up Suppliers 1optional2 Set up 3ontract 0roups Set up 3ontract 6vents Set up 3ontract 0roups In Order to find approver of the contracts' you must look at the profile value M !OL3 3ontract Approver+.
7nterprise Asset Manager: &re-re4uisites Oracle Inventory set up should be complete Oracle WI& set up should be complete Oracle 3onfidential (ate );9*<9)**; *# *) ** &age #*9#=
Install 3ase: &re-re4uisites Oracle Inventory set up should be complete Oracle 3ounters set up should be complete Supplier' supplier sites should be set up 1&urchasing2 3ustomer' customer sites should be set up 1"eceivables2 Set up Install &arameters Set up Instance Statuses $aintain /ocations 1optional2 Set up Asset /ocations (efine 3ounter 0roups 1>avigation @ield Service $anager' @ield Service Set ,p' 3ounters' (efine 3ounters2 Associate 3ounter groups the Install .ase items and $aintain /ocations 1optional2
)ounters:
Oracle :uality: (efine 6lement Types (efine 3ollection 6lements (efine 3ollection &lan Types (efine 3ollection &lans 3O,>T6" "6A(I>0S &/A> Oracle 3onfidential (ate );9*<9)**; *# *) ** &age ##9#=
Auality 3ollection &lans Setup To 3reate a Auality 3ollection &lan for the Organi-ation &rere4uisites Oracle Auality is installed and patchset 8 applied. Optionally define additional 3ollection &lan Types' 3ollection 6lements' and 3ollection 6lement 5alues. #. >avigate to the 3ollection &lans form in Oracle Auality ). (efine 3ollection &lan 1>ame2 ;. Select &lan Type 1Seeded plans are type # ip Inspection 2 F. 3lick the 3opy 6lements button G. Select seeded plan Template ASO Oob (eferral' Template ASO $". (isposition' Template ASO Op 3ompletion' Template ASO "oute 3ompletion' or Template 3ounter "eadings. I. Set elements as $andatory' 6nabled' and (isplayed as desired. >ote (o not disable or remove base elements re4uired to associate the collection to the transaction. >ote Steps <-#) are not re4uired for the counter readings plan. <. Select Transactions .utton 1>avigates to Auality 3ollection Transactions @orm2 =. Select the Transaction (escription K. Select seeded transaction $". (isposition 1Advanced Service Online2' $aintenance Oob (eferral 1Advanced Service Online2' $aintenance Operation 3ompletion 1Advanced Service Online2' $aintenance "oute 3ompletion 1Advanced Service Online22. #*. Set elements as $andatory' .ackground' and 6nabled as desired. ##. Select Trigger >ame ? Inspection Type #). Select the 3ondition ? 4uals 1?2to one of the seeded types or an user defined type. #;. Save to complete. Setup Oracle 3$"O 1 8/ &rofile Options Oracle 3$"O re4uires the following &rofile Options values to be setup A8/ (efault 6stimate (uration >ote The number of hours to default when creating a service re4uest. A8/ (efault S" 3ustomer >ame >ote The name used for a default when creating a service re4uest. A8/ (efault S" Severity >ote The default priority for :ob creation and the default severity for service re4uest creation. To utili-e Oracle 3onfidential (ate );9*<9)**; *# *) ** &age #)9#=
AO6: 6nsure the following profile values have been seeded in your system and the SA/ statements are valid 8"N3"OSSN.,SI>6SSN0"O,&
&6"NS63,"ITDN&"O@I/6NI(
SA/?QS6/63T S.S63,"ITDN&"O@I/6N>A$6 RQSecurity &rofileRQ' S.S63,"ITDN&"O@I/6NI(' S&6"N.,SI>6SSN0"O,&NI(S' S..,SI>6SSN0"O,&NI(' O.>A$6 RQ.usiness 0roupRQ I>TO 5ISI./6NO&TIO>N5A/,6' &"O@I/6NO&TIO>N5A/,6' (6"I56(N>A$6' (6"I56(N5A/,6' null @"O$ &6"NS63,"ITDN&"O@I/6S S' &6"N.,SI>6SSN0"O,&S O W86"6 O..,SI>6SSN0"O,&NI( 1T2 ? S..,SI>6SSN0"O,&NI( O"(6" .D S.S63,"ITDN&"O@I/6N>A$6Q 3O/,$>?Q RQSecurity &rofileRQ1U2' RQ.usiness 0roupRQ1U2Q 86A(I>0?Q RQU&6" 8"N$/NS63,"ITDN&"O@I/6RQ1U2' RQU&6" 8"N$/N.,SI>6SSN0"O,&RQ1U2Q
ASO Module set up sequence: #. (ocument Inde7 ). &roduct 3lassification ;. "oute $anagement >ote &lease delete the seeded routes and operations before attempting to set up new routes' using SA/. Otherwise you will encounter Q(uplicate values for the specified Operation e7ist+ error. delete from ahlNdocNtitleNassosNb where asoNob:ectNtypeNcode?SO&6"ATIO>S% delete from ahlNrtNoperNresources where associationNtypeNcode ? SO&6"ATIO>S% delete from ahlNrtNoperNmaterials where associationNtypeNcode ? SO&6"ATIO>S% delete from ahlNoperationsNtl% delete from ahlNoperationsNb% commit% &re-"e4uisites Oracle 3onfidential (ate );9*<9)**; *# *) ** &age #I9#=
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