Stores

Overview
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Stores 24953808.doc
!""ective ##$dd$yy %age o" 3 &ev
Stores
System References
Maintenance Super User > Stores
Maintenance Super User > Work In Process Parameters
Distribution
Oracle Enterprise Asset Management
Job Title
*
Ownership
The Job Title list!"our#ompan$%com&Sub'ect( )*+,-./0.%1oc 2 is responsible 3or ensuring that
this 1ocument is necessar$ an1 that it re3lects actual practice%
Copyright Oracle, 2007. All rights reserved.
Stores 24953808.doc
!""ective ##$dd$yy %age 2 o" 3 &ev
Stores
Instructor Note
4or this mo1ule5 a11 the Ser6ice responsibilit$ to M47 user% 4rom 8ithin 4orms9
/% S8itch :esponsibilit$ > S$stem A1ministrator
)% Users
-% A11 the Ser6ice responsibilit$%
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Stores 24953808.doc
!""ective ##$dd$yy %age 3 o" 3 &ev
O'(ectives
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Stores 24953808.doc
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Age)da
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Stores 24953808.doc
!""ective ##$dd$yy %age 5 o" 3 &ev
Stores
Stores
Material issue to Work Or1ers an1 returns to In6entor$ are t$pical store room 3unctions%
The Stores tab pro6i1es Material Issue :e;uest an1 <eri3ication 3unctionalit$5 an1 is use1 to
manage a Work Or1er=s material a6ailabilit$% A Work Or1er=s material re;uirements are 1e3ine1
on its Maintenance >ill o3 Material5 an1 are a6ailable to the Work Or1er 6ia the Material Issue
:e;uest an1 <eri3ication process%
There are t8o acti6ities in6ol6e1 in 1eli6ering material 3rom stores to a Work Or1er% 4irst5 a
Material Issue :e;uest is generate1 ?Mo6e Or1er in Oracle In6entor$@ to re;uest the material
to a Work Or1er% This process is automate1 upon Work Or1er release5 b$ selecting a check boA
in the Enterprise Asset Management Parameters% The secon1 acti6it$ in6ol6es Material Issue
<eri3ication ?Mo6e Or1er in Oracle In6entor$@5 an1 is generate1 8hen $ou access the Stores
tab an1 select material 3or a Work Or1er5 base1 on a6ailable5 unprocesse1 mo6e or1ers% A oneB
step material issue is a substitute 3or these t8o acti6itiesC a re;uest is not create1%
"ou can return material to In6entor$ 3rom a maintenance Work Or1er% I3 eAcess or 1e3ecti6e
material is issue1 to a Work or1er5 it nee1s to return%
(Help) Maintenance Applications Oracle !nterprise Asset Mana"ement
Maintenance Super #ser Maintenance Super #ser Stores
Copyright Oracle, 2007. All rights reserved.
Stores 24953808.doc
!""ective ##$dd$yy %age * o" 3 &ev
Age)da
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!""ective ##$dd$yy %age 7 o" 3 &ev
Stores %rocesses
Deliverin" Material from Stores to a $or% Or&er
There are t8o acti6ities in6ol6e1 in 1eli6ering material 3rom stores to a Work Or1er% 4irst5 a
Material Issue :e;uest is generate1 ?Mo6e Or1er in Oracle In6entor$@ to re;uest the material
to a Work Or1er% "ou ma$ automate this process upon Work Or1er release b$ selecting the
Enable Material Issue :e;uests an1 Auto :e;uest Material check boAes in the Enterprise Asset
Management Parameters% "ou ma$ o6erri1e these settings at the Work Or1er le6el% The Auto
:e;uest Material check boA is locate1 in the Material :e;uirements 8in1o8% The secon1
acti6it$ in6ol6es Material Issue <eri3ication ?Mo6e Or1er in Oracle In6entor$@5 an1 is
generate1 8hen $ou access the Stores tab an1 select material 3or a Work Or1er5 base1 on
a6ailable5 unprocesse1 mo6e or1ers% A oneBstep material issue is a substitute 3or these t8o
acti6itiesC a re;uest is not create1%
I3 the Material Issue :e;uest process is not automate15 $ou can per3orm a manual re;uest
8ithin the :e;uest all Materials page5 locate1 on the Work Or1ers tab%
To per3orm the re;uire1 setup steps 3or the t8oBstep material 1eli6er$ process9
4irst5 1e3ine a De3ault Pick Slip 7rouping :ule 8ithin the WIP Parameters 8in1o8% This
in3ormation is use1 8hen pick slips are create1 3or the material issue re;uests5 1etailing
subin6entor$ an1 locator in3ormation% EeAt5 1eci1e i3 $our organiFation 8ants to Allocate
Copyright Oracle, 2007. All rights reserved.
Stores 24953808.doc
!""ective ##$dd$yy %age 8 o" 3 &ev
Serial Eumbers% I3 the ans8er is no5 the ;uantit$ o3 the material issue1 is allocate1 an1 no
serial numbers are allocate1% The picker enters the picke1 serial numbers an1 is not partial to
an$ speci3ic serial numbers% I3 the ans8er is $es5 serial numbers are allocate1 1uring the
material re;uest5 an1 then are not a6ailable 3or an$ other transaction%
/% Ea6igate to the Work In Process Parameters 8in1o8%
)% Select the Other tab%
-% Select a De3ault Pick Slip 7rouping :ule% This in3ormation is use1 8hen pick slips are
create1 3or the material issue re;uests5 1etailing subin6entor$ an1 locator in3ormation%
*% Sa6e $our 8ork%
,% Ea6igate to the OrganiFation Parameters 8in1o8%
G% Select the :e6ision5 Hot5 Serial tab%
I% Select an Allocate Serial Eumbers 6alue% I3 $ou select Eo5 the ;uantit$ is allocate15 but
in1i6i1ual serial numbers are not% I3 $ou select "es5 $ou can allocate serial numbers 8hen
material re;uests are create1% These serial numbers are not a6ailable to an$ other transaction%
OrganiFations t$picall$ select Eo5 enabling the picker to enter the picke1 serial numbers% In
most cases5 the re;uestor is not partial to speci3ic serial numbers%
.% Sa6e $our 8ork%
To generate a Material Issue <eri3ication9
Assuming that $ou ha6e set the eAM Parameters to automaticall$ create a Material Issue
:e;uest upon Work Or1er release5 the 3ollo8ing proce1ures eAecute the Material Issue
:e;uestC the$ ph$sicall$ allocate material to a Work Or1er%
/% Ea6igate to the Stores tab ?Maintenance Super User > Stores@%
)% The s$stem 1e3aults the Simple search mo1e% Enter at least one o3 the 3ollo8ing 3iel1s in
both the Simple an1 A16ance1 search mo1es%
J Enter a Material :e;uest Eumber to narro8 $our results to that re;uest%
J Enter a Work Or1er Eumber to narro8 $our results to onl$ re;uests belonging to one
Work Or1er%
J Enter a speci3ic Material to narro8 $our results to onl$ Material Issue :e;uests re;uiring
that Material%
J Enter a Subin6entor$ to narro8 $our results to a speci3ic Subin6entor$%
J Using the A16ance1 search mo1e ?A16ance1 button@5 optionall$ enter a material re;uest
Hine Eumber to narro8 $our results to onl$ speci3ie1 lines on a re;uest%
J Enter an Operation number to narro8 $our results to onl$ re;uests belonging to a speci3ic
operation on a Work Or1er%
J Select a 6alue 3rom the A11 Another list o3 6alues5 an1 then choose A11%
B Enter a Hocator i3 a Subin6entor$ 8as selecte1 an1 re;uires a Hocator%
B Entere1 a #reate1 >$ 6alue% This is the person that create1 the material re;uest%
-% #hoose 7o to 1ispla$ Material Issue :e;uest in3ormation in the :esults region% The
results region is 1i6i1e1 bet8een Material 8ith no Hot or Serial #ontrol an1 Material 8ith Hot
or Serial #ontrol%
*% The Issue Kt$ 6alue 1e3aults 3rom the material re;uirements% "ou can up1ate it%
,% Select a :eason 3or the Material Issue%
Copyright Oracle, 2007. All rights reserved.
Stores 24953808.doc
!""ective ##$dd$yy %age 9 o" 3 &ev
G% Enter a :e3erence%
I% Select the Delete :emaining Allocation check boA to 1elete the remaining5 unissue1
;uantit$5 i3 the Issue Kt$ is lo8er than the allocate1 amount 8ithin the material re;uirements%
Other8ise5 it 8ill sa6e%
.% 4or results 8ithin the Material 8ith no Hot or Serial #ontrol region5 optionall$ select the
:eplace :ebuil1 Details pencil icon to speci3$ a SerialiFe1 :ebuil1able to issue to the current
Work Or1er% This icon is enable1 i3 the associate1 Work Or1er is 3or :ebuil1able In6entor$
maintenance% A3ter selecte15 $ou can in1icate the 3ollo8ing 8ithin the :eplace1 :ebuil1
Details page9
J :ebuil1 Item B 1e3aults as the current :ebuil1 ItemC $ou can up1ate it%
J :ebuil1 Serial Eumber B enter i3 $ou kno8 8hat serial number is coming out ?3or
serialiFe1 rebuil1s onl$@%
J :ebuil1 Acti6it$ B the acti6it$ $ou 8ant to associate 8ith the create1 rebuil1 Work Or1er
J :ebuil1 Work Or1er B the name o3 the Work Or1er create1 3or the replace1 :ebuil1able
Item
I3 $ou speci3$ a replace1 rebuil1able item5 a Work Or1er generates 3or the replace1 rebuil1able
item because it is most likel$ problematic an1 $ou can ha6e it repaire1% I3 a serial number is
pro6i1e1 3or the replace1 :ebuil1able Item5 it is remo6e1 3rom the asset=s hierarch$ an1 the
con3iguration histor$ is up1ate1%
I3 nothing is speci3ie1 8ithin the :eplace1 :ebuil1 Details page5 the replace1 rebuil1 1e3aults
as the same rebuil1 item that $ou are issuing% A Work Or1er is create1 3or the replace1 rebuil1
item%
+% Select the Delete icon to 1elete the current material allocation% "ou might 8ant to use this
3eature i3 $ou 8ish to 3ree material an1 use it 8ithin the OneBStep process%
/0% 4or results 8ithin the Material 8ith Hot or Serial #ontrol region5 select the Enter Serial
Eumbers pencil icon to speci3$ a speci3ic serial number to issue to the current Work Or1er%
//% Select the Select check boA on the ro8s that $ou 8ant to 6eri3$ ?allocate the material to
the current Work Or1er@5 then choose EAport% The material is no8 a6ailable 3or the Work
Or1er%
J Eote9 Ensure that the re;ueste1 material is a6ailable in subin6entories that are enable1 3or
picking% Enable1 subin6entories might be go6erne1 b$ picking rules%
To per3orm a one step material issue9
A oneBstep material issue is a substitute 3or the Material Issue :e;uest an1 Material Issue
<eri3ication acti6itiesC a separate re;uest is not create1% This is per3orme1 i3 the Enable
Material Issue :e;uests check boA is not selecte1 in the eAM Parameters%
/% Ea6igate to the Stores tab%
)% Select the One Step Material Issue subBtab%
-% Select the Work Or1er that $ou 8ish to issue material% It must be enable1 3or material
issue re;uests%
*% Select the speci3ic Operation to 6ie8 results on eAisting One Step Material Issues that
8ere issue1 to that operation% Onl$ operations eAisting 8ithin the selecte1 Work Or1er are
a6ailable%
,% Select a speci3ic Material i3 $our ;uer$ is to 6ie8 eAisting One Step Material Issues%
Copyright Oracle, 2007. All rights reserved.
Stores 24953808.doc
!""ective ##$dd$yy %age 0 o" 3 &ev
G% #hoose 7o% All planne1 material appears in the Select Material?s@ region% Planne1
material is material that eAists in the Work Or1er=s material re;uirements%
I% Within the Select Material?s@ region5 optionall$ select unplanne1 Material ?material not
part o3 the Work Or1er=s material re;uirements@ to issue to the current Work Or1er%
J Select an Operation to issue the material% The UOM 1e3aults to the current Material=s
UOM%
.% Select the Kuantit$ o3 the material that $ou are issuing to the Work Or1er%
+% Optionall$ select a Subin6entor$ to pull the material 3rom in In6entor$%
/0% I3 $ou pre6iousl$ selecte1 a Subin6entor$ re;uiring a Hocator5 select a Hocator%
//% I3 the current material is lot controlle15 select a Hot%
/)% I3 the current material is serial controlle15 select 4rom an1 To Serial numbers%
/-% Select a :e6ision%
/*% I3 the material is :ebuil1able In6entor$5 optionall$ choose the :eplace1 :ebuil1 Details
icon to speci3$ the replacement :ebuil1able Item in3ormation 3or the current :ebuil1able Item%
A3ter selecte15 $ou can in1icate the 3ollo8ing 8ithin the :eplace1 :ebuil1 Details page9
J :ebuil1 Item B 1e3aults as the current :ebuil1 ItemC $ou can up1ate it%
J :ebuil1 Serial Eumber B optionall$ enter i3 $ou kno8 8hat serial number is coming out
?3or serialiFe1 rebuil1s onl$@%
J :ebuil1 Acti6it$ B the acti6it$ $ou 8ant to associate 8ith the create1 rebuil1 Work Or1er
J :ebuil1 Work Or1er B the name o3 the Work Or1er create1 3or the replace1 :ebuil1able
Item
I3 $ou speci3$ a replace1 rebuil1able item5 a Work Or1er generates 3or the replace1 rebuil1able
item because it is most likel$ problematic an1 $ou can ha6e it repaire1% I3 a serial number is
pro6i1e1 3or the replace1 :ebuil1able Item5 it is remo6e1 3rom the asset=s hierarch$ an1 the
con3iguration histor$ is up1ate1%
I3 nothing is speci3ie1 8ithin the :eplace1 :ebuil1 Details page5 the replace1 rebuil1 1e3aults
as the same rebuil1 item that $ou are issuing% A Work Or1er is create1 3or the replace1 rebuil1
item%
/,% Select the Details Sho8LMi1e toggle icon%
B Select a :eason 3or the current issue%
B Select the Date re;uire1 3or the material to the Work Or1er% To1a$=s 1ate an1 time
1e3aults%
B Enter a :e3erence%
/G% Select the Select check boA neAt to the lines $ou are issuing to the current Work Or1er%
/I% #hoose Issue%
Refer to 'ractice Material Issue Request and Verification [LAB2859Y]
Refer to 'ractice Returning Material To Inentor! [LAB285BY]
Copyright Oracle, 2007. All rights reserved.
Stores 24953808.doc
!""ective ##$dd$yy %age o" 3 &ev
Age)da
Copyright Oracle, 2007. All rights reserved.
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!""ective ##$dd$yy %age 2 o" 3 &ev
S+##ary
Copyright Oracle, 2007. All rights reserved.
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!""ective ##$dd$yy %age 3 o" 3 &ev