Functional Impact Analaysis Document ALM 12.2

FUNCTIONAL IMPACT ASSESSMENT DOCUMENT
Oracle Asset Life Cycle Management

12.2.4
Application Release:
12.2.4
Author:
ALM QA
Creation Date:
23.06.2014
Last Updated Date:
22.08.2014
Version:
Approved
1
Functional Impact Assessment Document for <RUP/Consolidation Name>
Contents
PATCH DETAILS...........................................................................................................................................................3
1
1.1
Consolidated Patch Details ........................................................................................................................................................3
1.2
List of Patches/Fixes Included ...................................................................................................................................................3
SCOPE ...............................................................................................................................................................................4
2
2.1
New Features..............................................................................................................................................................................4
2.2
Asset Lifecycle Management - Functional Changes ..................................................................................................................4
2.2.1
eAM - Work Order ....................................................................................................................................................................... 4
2.2.2
eAM - Asset ................................................................................................................................................................................. 6
2.2.3
eAM - Setup ................................................................................................................................................................................. 7
2.2.4
eAM - Preventive Maintenance ................................................................................................................................................... 8
2.2.5
eAM - Transactions ...................................................................................................................................................................... 8
2.2.6
eAM - Cost ................................................................................................................................................................................... 9
2.2.7
eAM - Work Request ................................................................................................................................................................... 9
2.2.8
eAM User Experience Enhancements....................................................................................................................................... 9
2.2.9
eAM Linear Asset Management ............................................................................................................................................... 9
2.2.10 IB - Integrate ................................................................................................................................................................................ 9
2.2.11 IB - Framework .......................................................................................................................................................................... 10
2.2.12 IB - Counters .............................................................................................................................................................................. 10
2.2.13 OAT Fixed Assets..................................................................................................................................................................... 10
FUNCTIONAL IMPACT ........................................................................................................................................... 12

3.1.1
3.1.2
3.1.3
Enterprise Asset Management .................................................................................................................................................. 12

Install Base ................................................................................................................................................................................. 13
Oracle Asset Tracking ................................................................................................................................................................ 14
NOTES ............................................................................................................................................................................. 15
2
1.1
Patch Details
Consolidated Patch Details
Patch Number
Patch Description
17919161
ORACLE E-BUSINESS SUITE 12.2.4

RELEASE UPDATE PACK
17944289
R12.SCM_PF.C.delta.4, Oracle Supply

Chain Management Family
1.2
Comments
List of Patches/Fixes Included

Please refer to readme section of the mentioned consolidations
3
2.1
Scope
New Features
Please refer the RCD document of 12.2.4 for the list all features Delivered.
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1903217.1
2.2
Asset Lifecycle Management - Functional Changes

2.2.1
eAM - Work Order
Work Flow:
a.
Execution of multiple re-assignments and approvers for a Work order work flow.
b.
Express Work order create /Update in Approval Pending Status is not allowed. Added validation
message Transactions can't be performed for pending released work order.
a.
Actual End Dates time on an operation is populated based on user entered during Operation
Completion.
b.
Update Work Order page, on modify scheduled start date timestamp and save, the modified
values are retained.
c.
For standard operation updates, the changes in resource information updates the operation dates.
d.
Usage Rate can be changed in Work Order Operation
a.
In Maintenance User Workbench, when using profile EAM: Maintenance Supervisor, the user is
able to see all work for his department and the search allows selection for all the resources in the
department.
b.
Non-time based resources cannot be set as Scheduled Yes, and it will only calculate the time of
based resource with Scheduled flag Yes in WO Stats.
c.
Resource employee name has been synced with the selected one and loaded charge time
accordingly.
d.
If a Resource is assigned, the Dates can be updated only from the Details Tab
Operations:
Resource:
4
Work Order:
a.
In Rebuildable Work Order Form, if user chooses a WO for serialized rebuildable from the WO
Number filter, the number shows the asset number instead of the serial number.
b.
Work order description is defaulted when activity is updated directly in summary mode
c.
Able to query work order with name more than 80 and less than 240 Characters in Forms.
d.
When a user executes an advanced search for work orders and include the parameter Include
Asset Children is Yes, the result is returned at acceptable time frame.
e.
The work order type displays the value stored in the database in all cases (lower / Upper).
f.
Shutdown end date and time can display on work order completion.
g.
Changed label name "Asset Number Description" to "Asset Full Description" on Work order
Advanced Search page.
h.
New Liner Asset regions shall be displayed if the Asset is Linear enabled.
a.
PO quantities are updated correctly when Vendor contact associated with multiple sites.
b.
Updating the Direct Item description restricts requisition generation trigger. It is Triggered only
after WO release
c.
Complete WO to user defined Complete-No Charge status, added validation for open PR/PO.
a.
Item locator information is displayed in self service page and forms for Project ID is synced.
b.
Click Materials button to visit Requirements window after clicked other tab in the Work Orders
window, the req_main stacked canvas is visible
c.
Lot control items on-hand/available quantity will shows right value after adding a sub-inventory
in the self-service work order material requirements.
d.
After adding a material(Inventory Item) of Supply Type "Bulk" in a WO, user can manually
change supply type to "Push"
e.
Shift Dates modifies the Date Required field for Description based Items also.
f.
One step material issue page, duplicate results will not be fetched from the Material LOV.
g.
This LOV now shows both asset and non-asset sub inventories unless profile option INV: Allow
Expense to Asset Transfer is set to No
Requisitions:
Material:
Express Work Order

5
a.
Work order completion flexfield is available on express work order page.
b.
Express Work Order Page, post saving the work order, the operation start date and end date will
be defaulted to work order scheduled start and scheduled completion date.
Assets:
2.2.2
a.
Assets open work link displays right data from simple search page
b.
Linear Asset can be enabled through Asset Number form.
eAM - Asset
Asset LOV / Search:

a.
Asset Group LOV in Failure Tracking advanced search works exactly as Asset Group LOV in
simple search
b.
In Enterprise Asset Management>Assets>View Asset Number, when click Find button, It shows
the Summary Window
c.
In Failure Analysis page, when search by asset number with the option include children as Yes,
failure information for the child assets which are end dated is also shown in the results.
d.
When adding asset/Rebuildable number to the asset routes, the LOV displays only
Asset/Rebuildable numbers.
e.
Changed labels "Description" to "Asset Description" and "Full Description" to "Asset Full
Description" on Asset Advanced Search page.
a.
The column 'Charge Asset Number' in the Rebuild Work Order form can export into Excel sheet
a.
Personalized Asset search with "Attributes" criteria, selecting Go button for created view will
retrieve expected results
b.
Provision to Personalize the complete work order button in operation completion page.
a.
We will only use 'exclude the readings past the last service date' logic to calculate left Days
when we get left Days < 0 calculated from all readings. In other cases, all readings will be used.
This change will not affect the calculation of usage rate.
b.
In the case that the meter's initial reading is after the last service date, we cannot use the logic in
previous step, and will use the last service reading on the last service date as latest Reading
instead. As left Days cannot be negative anymore, ct will no longer get next service date in the
past.
Export:
Personalization:
Asset Details:
6
c.
Clearing the Next Service date while PM WO get completed solves the issue of misleading
values.
a.
When user changes organization, no WO header DFF validation error in OAF for
MFG_ORGANIZATION_ID profile.
DFF:
Asset Hierarchy:
a.
Provide Asset Hierarchy View in the Self-Service Work Request responsibility
Asset Move Workbench:

a.
When such Assets are transferred (Intransit Receipt) then Inventory creates an entry
in(Object_type, Parent_object_type, Object_type2, Parent_object_type2) table, to track the transfer.
Used the columns to eliminate such Asset in Configuration History & Hierarchy page in Self Service
Asset Route (Costing Enhancements)

a.
2.2.3
Flexibility in asset cost distribution for asset routes.
eAM - Setup
Preventive Maintenance:
a. When the PM schedule uses base date option, 'Read only' PM schedule definition form is showing base
date, and the meter rules tab is disabled.
b.
When the PM schedule uses base meter option, 'Read only' PM schedule definition form is showing
base meter/base meter reading, and the date rules tab is disabled.
Work Order Form:

a.
Click Materials or Resources button on Work Order Form. Forms is opened for update/ create.
Meter Reading:
a.
Entering a meter reading results in correct child (target) meter value.
a.
EAM to allow selection of Inter-class and Intra-class UOM conversions during the transaction
process. Multi UOM material issue support.
a.
Added favorites goes to the specified page
UOM:
Favorites:
Cost:
7
a.
2.2.4
In create/update WO self-service page, the Cost value display the thousand separator in Work Order
Stats in case of Preference Number format:10,000.00
eAM - Preventive Maintenance
Validations:
a.
b.
PM schedule definition form validation have been introduced for following cases :
o
'The base date cannot be empty.' - this will appear when the schedule uses base date option
and the base date is empty.
'The base meter information cannot be empty.' - this will appear when the schedule uses base
meter option and the base meter reading is empty.
Apart from saving the schedule in the schedule definition form, these error messages will
also appear when loading PM schedules/templates using EAM_PMDEF_PUB API as well, if
the conditions arise.
Provision for an offset to adjust the cycle and sequence properly when Non-Movables are present,
this way work order is not skipped.
Activity / Maintenance Workbench:

a.
when PM Definition form is opened via activity work bench, review date field can be updated.
b.
The suppression detail of the suppressor activity is displayed when opening PM schedule form
within Activity Workbench.
c.
When implemented, PM work orders are ordered by scheduled start date, interval multiple, and
schedule name.
d.
Create an activity from ACTIVITY WB, the template field is made mandatory.
Search:
a.
2.2.5
When searching a PM definition by review date range, only schedules with review dates inside the
range are included.
eAM - Transactions
One Step Material Issue:

b.
In EAM , Maintenance Super User Responsibility , 'To serial' will be derived as 'From Serial' +
transaction quantity from within the results of the LOV of 'From Serial' .
o
If quantity provided is more than the list in LOV , 'From Serial' will be defaulted to to serial.
If exact value is entered for 'From serial' without selecting from range of values in the LOV ,
'From Serial' will be defaulted to 'To Serial'.
Return Material to Inventory (Non-English Instance):

8
a.
2.2.6
In all languages instance, user can return the rebuildable item to inventory in Asset Configuration History
page.
eAM - Cost
Estimation:
2.2.7
a.
Estimated cost of OSP resources with type miscellaneous are shown in WO estimate details page
b.
Work Order Details > Materials > Direct Item has duplicate PO lines. Cancel one of the duplicate lines from
PO forms. Now, if the PO line is cancelled & we click the Estimate button, the Estimated Cost shows '0'
eAM - Work Request
Search:
2.2.8
2.2.9
2.2.10
a.
Added new field "Asset Full Description" to search criteria on Work Requests Advanced Search page.
b.
Search Work Request is displaying the asset description for all the characters in the summary view by
personalization.
eAM User Experience Enhancements

a.
This includes a new Report Tab
b.
Concurrent program from forms has been moved to OA Pages (Generate Preventive Maintenance Work
Orders - Self Service)
eAM Linear Asset Management

a.
Linear Workbench, a new page has been introduced, user can perform all setup related to Linear Assets.
b.
Route Workbench, a new page has been introduced, user can perform all Map (ESRI/Spatial) related setups.
IB - Integrate
Transaction:
a.
When a non-serialized item instance is component of serialized Item (component's instance usage code is
"IN_RELATIONSHIP"). A transaction miscellaneous issue should performed on parent item without any
issue.
b.
Miscellaneous Receipt transaction successfully interfaced to IB
c.
Install location provided at Sales Order Sales Order should be reflected as the install location in Install
Base
d.
Correct instance for the related Lot number is getting updated while doing multiple RMA receipt.
e.
Material transactions are interfaced to IB for Item having multiple UOM defined
f.
Transaction History for an Item Instance displays the old and new Site Numbers after Instance movement
9
2.2.11
g.
Non-source instance's ownership is updating correctly when instance is in WIP.
h.
Customer IB profile is added to track the Customer Owned instances. Once the profile is updated, IB will
display instances that are owned by customers. All Internal transactions will be restricted in IB
IB - Framework
HTML UI:
2.2.12
a.
The Contact Email address that is displayed in the Install Base is that of the business relationship.
b.
From Oracle Installed Base Agent User > System Details > update > 'Billing Details' section > Bill to field
> Search > Search and Select: Bill To Added new column 'Org name' to identify 'Bill To' for different
Organization.
c.
From (R) Oracle Install Base Agent User, (N) Item Instance/Item Instance/Item Instances, Choose fields
'Advanced Search', add 'Additional Attribute Name' and 'Additional Attribute Value' using the 'Add
Another' to add fields to the query parameters. Parameter 'Additional Attribute Name' is saved in 'Save
search' functionality query details.
d.
System view configuration page shows the correct system details
IB - Counters
Readings:
2.2.13
a.
From Oracle Installed Base Agent User, Counters page, When trying disable a rolled over reading, it is
allowed if there is no later transaction
b.
User is able to enter counter reading via Service Request Forms and Debrief Forms.
c.
New meter read will not consider deactivated reading.
d.
Counter Reading with DFF is working fine.
OAT Fixed Assets
Deployment Transactions:
a.
When attempting to use the Asset Tracking Deployment tab to INSTALL an instance, it goes fine without
any error.
b.
The concurrent program Interface Move Transactions to Oracle Assets is provisioned with an item LOV
c.
Fixed Asset location will be updated for the Item instance for the move transactions performed
Move transaction performed on single instances from Asset Deployment page

10
Move transaction performed on multiple instances from Asset Deployment page
Sub-Inventory transfer performed on an item for with FA is associated
Inter Org shipments performed by creating a move order
Move transaction performed by creating a Sales Order and shipping to the customer
Search:
a.
From Oracle Install Base Agent User, Transactions Page restricts data based on Operating Unit assigned
to the user
11
Functional Impact
3.1.1 Enterprise Asset Management
Saving PM Schedule validates all mandatory information in the form, resulting in proper forecasting.
Export functionality exports all the data onto Excel, which in turn used for reporting purpose.
By correcting Operation End Date, able to close the Work Order.
"Read only" PM Schedule Definition form displays all details, hence General/Power users are able to see
[Base Date] all information available to them, thereby resulting them to review the PM Schedule without
any issues.
When Vendor contact is associated with multiple sites proper PO Quantity is maintained.
Able to create Express Work Order with Workflow enabled.
PR generation happens for Non-English Languages Instance when item description is updated.
Advance Search page for Assets/Work Order / Work Requests have been included with Asset Full
Description entity.
PM forecast does not skip any Work Orders.
When triggering bottom up scheduling for standard operations, updating resource scheduled dates
updates operation dates.
Flexfield is available for Express Work Order Completion in Debrief mode.
On-Hand Availability is displayed correctly.
Estimated Cost is shown for OSP resource correctly.
Supply Type can be manually changed from Bulk to Push & Vice-versa.
12
Estimations are shown correctly for Cancelled POs.
Source Meter is updating the Target Meter Correctly.
When implemented, PM work orders are ordered by scheduled start date, interval multiple, and schedule
name.
Usage Rate of Resource can be modified at Work Order Operation level.
Failure Code entry happens without any issues in Debrief Work Order Completion.
The Dates can be updated only from the Details Tab. This is because, the Resources are more granular
and hence they can be updated in the Details Tab only. Hence, if a resource is present for an operation,
the dates in the hide/show region of summary tab would be made read only so as to avoid confusion.
Able to do One-Step Material issue for Serialized item.
Able to maintain correct on-hand quantity even after return material to inventory transaction.
Able to do Asset Move when Assets are Lot and Serial Controlled.
3.1.2 Install Base
Able to Enter Counter Readings from SR / Debrief form.
Meter Readings does not consider De-Activated readings.
Install Location getting updated to the instance correctly as updated in Sale Orders.
Install Base Details are found to be correct after doing Multiple RMA Receipts.
Non-source instance's ownership is updating correctly when instance is in WIP.
Customer IB profile is non-revertible.

13
3.1.3 Oracle Asset Tracking
Deployment Transactions of Oracle Asset Tracking are happening without any issues.
When a price variance occurs with a PO which has multiple assets, the cost is been allocated equally
14
Notes
Testing Recommendations for eAM:

-
Key business flows

o Run your key business flows that cut across all the features of Work order.
Key features include,
Query the Work order with Include Childs Assets,
Create Work order with work request with attachments,
Work order Work flow with Notification Approval from Home page,
Work order creation with an Asset number with activity association for defaulting attributes,
Checking the material shortage with zero / negative on hand,
Enable DFF for material lines, Direct item, WO completion,
With Shift based resource and charge time,
Include Direct item in work order and update the quantity
Verify costing transactions of work order with enabling Asset route allocation.
Verify Meter templates for asset groups
Work order details in failure history page
Verify new profile value 'CSI: Update Net Readings on Reset' to allow users to specify
whether to update Net reading on reset. If this profile is set to 'Yes', the Net reading will be
reset
Maintenance Work Order report for work orders with multiple quality plans.
Verify Closure of work order with Open PO (fully/partially received) attached to a work
order. Message will populate There is an open Requisition or Purchase Order attached to
this job/schedule
Verify Updation of Work orders from MWB even when asset number and serial number are
different
Verify Copy work order when employee is not assigned to the resource
15
Delete unused allocations while returning the material to Inventory with Delete Allocation
And Material Requirement check box checked.
Check the Allocations and issues of material with partial and full quantity for a work order.
Change of asset Number information after work order is saved in draft status.
Allocate material using the component pick release program for multiple work orders.
Create a Counter and enter reading for it (Mass Meter Reading).
Assemble to Order Flow.
Creation / Updation of Item Instances for Shipment and RMA receipts.
Oracle Asset Tracking - Deployment Transactions
Asset creation for Depreciable / Normal Item.
o Run your key business flows that across all features of Preventive Maintenance.
Generation of WO from Maintenance Workbench, its release, completion, closure and

capitalization
Generate PM Forecast work order through concurrent request
Create PM schedules with PM templates
Last service date information displays data correctly as per the work order completion
Updation of PM schedule through Preventive Maintenance -> Set Name Definition ->
Schedules
Verify Generate Next WO, Reviewer and Review Date during save/update
Verify creation date of PM schedule on updating the PM Effective Date
Launching Maintenance Workbench with both set name field and include children checkbox
entered would launch form successfully
o Verify key APIs such as

Key features include
16
To assign values to asset attributes

EAM_ASSETATTR_VALUE_PUB.INSERT_ASSETATTR_VALUE runs
successfully
EAM_ASSET_ROUTES_PUB.INSERT_ASSET_ROUTES populates serial_number

column in MTL_EAM_NETWROK_ASSETS.
EAM Asset Transfer API, EAM_ASSET_MOVE_PUB.prepareMoveAsset works fine

for user-defined transaction type of `Miscellaneous Receipt'
Testing Recommendations for Install Base:

-
Key business flows

o Run your key business flows that cut across all the features of Item Instance.
Create Item Instance through UI for Non-serialized or Serialized or Lot control Item.
WIP transactions for IB enabled Item
PO transactions for IB enabled Item
Sales order and order fulfillment for IB enabled Item
RMA transactions for IB enabled Item
Simple and Advance search of Item Instance
Verify the Configuration after ATO model shipment
Verify the Cascade functionality in Parent & Child Instances when Transfer owner of Item
Instance using Transfer owner UI and/or Transfer owner Mass update batch program.
Created and update Item Instance using WebADI Mass update batch program
o Run your key business flows that cut across all features of Counters.
Create and Verify Time Based Counter functionality
Create and Verify Formula Counter functionality

17
Capture counter reading from different Applications Viz. Service Contracts, Field Service,
cMRO, eAM and Depot Repair
o Verify key XML reports such as

CSI: Customer Products Summary Report (XML)
Install Base and Inventory Data Discrepancy Report (XML)
*** NOTE: User should not enable Customer IB profile if they are using eAM and OAT products
18
Testing Recommendations for OAT

o Run your key business flows
Creation of Fixed Asset using Normal and Depreciable item
Creation of a Fixed Asset for an item created as Asset Group
Creation of a Fixed Asset for an item created with more than 40 characters
Restriction of Fixed Asset search by using FA Security profile
Deployment transactions can be performed on multiple instances successfully
Deployment transactions
The Fixed asset cost should be in functional currency even though the PO and invoice are in
foreign currency
The exchange rate for the PO created in foreign currency should be the PO receipt date
The Invoice Price Variance (IPV), Tax on Invoice Price Variance (TIPV), Exchange Rate
Variance (TERV), Tax Rate Variance should be added to the Fixed Asset Cost
The Fixed asset cost for an item bought through a PO with multiple quantities, the cost
should be distributed evenly
The capitalization of an item can be done for the sales order shipment
19

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FUNCTIONAL IMPACT ASSESSMENT DOCUMENT

Oracle Asset Life Cycle Management

Last Updated Date:

Consolidated Patch Details ........................................................................................................................................................3

List of Patches/Fixes Included ...................................................................................................................................................3

FUNCTIONAL IMPACT ........................................................................................................................................... 12

Enterprise Asset Management .................................................................................................................................................. 12

Consolidated Patch Details

ORACLE E-BUSINESS SUITE 12.2.4

R12.SCM_PF.C.delta.4, Oracle Supply

List of Patches/Fixes Included

Asset Lifecycle Management - Functional Changes

eAM - Work Order

Usage Rate can be changed in Work Order Operation

Express Work Order

Work order completion flexfield is available on express work order page.

Linear Asset can be enabled through Asset Number form.

Asset LOV / Search:

Provide Asset Hierarchy View in the Self-Service Work Request responsibility

Asset Move Workbench:

Asset Route (Costing Enhancements)

Flexibility in asset cost distribution for asset routes.

Work Order Form:

Entering a meter reading results in correct child (target) meter value.

Added favorites goes to the specified page

eAM - Preventive Maintenance

Activity / Maintenance Workbench:

One Step Material Issue:

Return Material to Inventory (Non-English Instance):

eAM - Work Request

eAM User Experience Enhancements

This includes a new Report Tab

eAM Linear Asset Management

Miscellaneous Receipt transaction successfully interfaced to IB

Non-source instance's ownership is updating correctly when instance is in WIP.

System view configuration page shows the correct system details

New meter read will not consider deactivated reading.

Counter Reading with DFF is working fine.

OAT Fixed Assets

Move transaction performed on single instances from Asset Deployment page

Functional Impact Assessment Document for <RUP/Consolidation Name>

Move transaction performed on multiple instances from Asset Deployment page

Sub-Inventory transfer performed on an item for with FA is associated

Inter Org shipments performed by creating a move order

By correcting Operation End Date, able to close the Work Order.

Able to create Express Work Order with Workflow enabled.

PM forecast does not skip any Work Orders.

Flexfield is available for Express Work Order Completion in Debrief mode.

On-Hand Availability is displayed correctly.

Estimated Cost is shown for OSP resource correctly.

Estimations are shown correctly for Cancelled POs.

Source Meter is updating the Target Meter Correctly.

Usage Rate of Resource can be modified at Work Order Operation level.

Able to do One-Step Material issue for Serialized item.

3.1.2 Install Base

Able to Enter Counter Readings from SR / Debrief form.

Meter Readings does not consider De-Activated readings.

Non-source instance's ownership is updating correctly when instance is in WIP.

Customer IB profile is non-revertible.

3.1.3 Oracle Asset Tracking

Testing Recommendations for eAM:

Key business flows

Query the Work order with Include Childs Assets,

Create Work order with work request with attachments,