1.

Depot Repair: Business Flow

1.1 Request to Repair business process
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2. Implementation Training Deck
2.1 Set up Sequence with Responsibilit! "a#igation an$ $epen$encies
Implementing %racle Depot Repair
This section describes the setup forms and gives references that help you understand the underlying
dependencies. The implementation section consists of the following topics:
Confirming Setups of Oracle Applications
Setting Up epot !epair
&omplete the 'ollowing steps shown in the table below:
Require$ Step Title
"es Set up System Administrator
"es efine #ey $le%fields
"es efine Calendar& Currency& and Set of 'oo(s
"es Set up )ayables
"es Set up !eceivables
"es Set up Organi*ations
"es efine +ocations
"es Set up ,mployees
"es Set up -nventory
Optional Set up 'ills of .aterial
Optional Set up /or( in )rocess
"es Setup Order .anagement
"es Set up TeleService
"es Set up Charges
"es Set up Tas(s
"es Set up #nowledge 'ase
Optional Set up 0otes
"es Set up -nstall 'ase
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"es Set up epot !epair
2.2 Depot Repair Setups
$ollow the guidelines in this table for setting up Oracle Service Contracts:
Step Title
Set up Charges for epot !epair
Set up !epair Types
Set up epot !epair Service !e2uest Type
Set up epot !epair !eason Codes
Set up Customer )rofiles
Set up iagnostic Codes in epot !epair
Set up Service Codes in epot !epair
efine epot !epair +oo(up Codes
Set up epot !epair )rofile Options
Set up .essage Action Codes
.anage Users
2.2.1 Set up &harges 'or Depot Repair
To use the Charges functionality in any service3related process of Oracle Applications& items have to
be set up in -nventory as .aterial& +abor or ,%penses item.
Setting up Charges involves the following steps:3
efine 'illing Type Codes
.ap 'illing Type Codes to 'illing Categories
efine Service activities and 'illing Types
efine Service 'usiness )rocesses
efine -nstall 'ase Transaction sub3types
Set up Time and .aterial +abor Schedules
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2.2.1.1 De'ine Billing Tpe &o$es
To define Billing Type Codes
0avigator 5 Service !e2uest 5 Setup 5 Charges 5 Customer Support +oo(ups
6uery +oo( Type MTL_SERVICE_BILLABLE_FLAG
Add the new Billing Code Types and save
2.2.1.2 (ap Billing Tpe &o$es to Billing &ategories
After the 'illing Type Codes are created they have to be attached to 'illing Categories.
To associate Billing Type Codes to Billing Categories
0avigator 5 Service !e2uest 5 Setup 5 Charges 5 'illing Type Attributes
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Add the 'illing Type from the dropdown and the corresponding 'illing Category and save.
2.2.1.) De'ine Ser#ice acti#ities an$ Billing Tpes
To define Service Activities and Billing Types
0avigator 5 Service !e2uest 5 Setup 5 Charges 5 Service Activities and 'illing Types
Add a new service activity 8a business operation9 and classify it as an Order or !eturn
Chec( the epot !epair 6uantity Update and O. -nterface chec(bo%es
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The 0o Charge chec(bo% can be chec(ed if the customer is not to be charged for the Service
Activity
Associate a 'illing Type to the new service activity by adding the 'illing Type from the drop
down
Add the relevant operating unit& Order type and +ine type
2.2.1.* De'ine Ser#ice Business +rocesses
To define Service Business Process
0avigator 5 Service !e2uest 5 Setup 5 Charges 5 Service 'usiness )rocess
,nter name and description for the 'usiness process 8which is a collection of Service
Activities9
,nter the effective dates& choose the Service Activities associated with this 'usiness )rocess
and save.
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2.2.1., De'ine Install Base Transaction sub-tpes
To define Install Base Transaction sub-types
0avigator 5 Service !e2uest 5 Setup 5 Charges 5 -nstall 'ase Transaction Types
-n the Transaction Sub Types area chec( the Service chec(bo% and select the service activity
for which an -nstall 'ase Transaction sub3type has to be created
-f the Activity being set up is of type !eturn& then select !eference !e2d chec( bo% in the
Source -nfo region. -f there is a change of ownership of the part& then select the Change Owner
chec( bo% and select -nternal from the Change Owner to drop3down. To ma(e an update of
status of the item in the customer<s installed base& select a new status using the Status +O=.
Selecting the !eturn !e2d chec( bo% would mean that the !eturn 'y date field in Charges
would have to be filled by the epot !epair Agent.
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-f the service activity is of type Order used to ship replacement parts or repaired items to
customers& then chec( the !eference !e2d chec(bo%. This would mean that agents would have
to enter the instance number of the item being replaced? returned. To record change of
ownership& the Change Owner chec(bo% has to be chec(ed. Select ,%ternal from the Change
Owner to dropdown. -f the status of the item in the customer<s installed base has to be updated&
then select a new status using the Status +O=.
-n the Source Transaction Type region& use the Application 0ame +O= to enter Oracle Order
.anagement. This permits Oracle epot !epair users to use this subtype.
Select a valid source transaction type from the Transaction 0ame +O= and chec( the Update
-' chec(bo% to permit Order .anagement to update the installed base when an item is shipped
or received. Select the efault chec( bo% if this subtype is to be set as default for Oracle Order
.anagement.
,nter any other applications that are to be permitted to use this subtype and save
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2.2.1.. Set up Time an$ (aterial /abor Sche$ules
To set up Time and Material Labor Schedules
0avigator 5 Service !e2uest 5 Setup 5 Charges 5 TA. +abor Schedule
Select the 'usiness )rocess for which the labor schedule is to be entered
,nter the times?schedules and the pricing. Select the days for which the schedule is applicable
Save and clic( on =alidate Setup
2.2.2 Set up Repair Tpes
Oracle epot !epair supports the following !epair Types:
0$#ance 12change - The depot sends a replacement item to the customer before receiving the
damaged item for core credit.
B
12change - The depot sends a replacement item to the customer after a bro(en item is received
from the customer for core credit.
/oaner - The depot sends a loaner item to the customer.
/oaner! Repair an$ Return - Same as !epair and !eturn with an item loaned to the customer
before receiving the bro(en item& so as to bridge the gap while the damaged item is being
repaired.
Repair an$ Return - A bro(en item is repaired by the depot& and then returned to the
customer.
Replacement - The depot sends a new replacement item to the customer without having to
receive a damaged item from the customer.
Stan$ar$ - The depot agent is uncertain about a customer need& and is unable to ta(e a
decision before further inspection of the damaged item. !.As and Sales Orders are created
manually. The depot agent has the option to carry out all functions in a manual mode.
Re'urbishment - A !epair Order and its associated Service !e2uest is created in the Spares
.anagement of Oracle $ield Service as a result of a demand for refurbishment or
replenishment. The !epair Order has a !epair Type of !efurbishment& and has two transaction
lines& .ove -n and .ove Out. The .ove -n line trac(s the shipment of the defective item from
Spares .anagement& and its reception into the depot. The .ove Out line processes the
shipment of the repaired item bac( to Spares .anagement.
To Set p !epair Types
0avigator 5 epot !epair 5 Set up 5 !epair Types
,nter the !epair Type and a short description of the repair type
To associate a business process to the repair type& select from the 'usiness )rocess +O=. The
combination of !epair Type !ef and 'usiness )rocess identifies the applicable Transaction
'illing Types
The !epair .ode determines whether Oracle /-) or the Tas( .anager module of Oracle
Common Application Components is used for !epair Cob management
The !epair Type !ef identifies the type of application logic that applies to the !epair Type and
has all the seeded values in the +O=. Select the relevant value.
Choose the )rice list 8Optional9 to associate with a !epair type and enter Start date and ,nd
date.
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The 'illing types and the corresponding Service Activity Code have to be selected. $or
.aterial and ,%pense more than one 'illing Type and Service Activity Code can be selected.
Chec( the bo% Automatically enter and boo( !.A. /hen a !epair Order is created with this
chec( bo% selected& an !.A 8!eturn9 line is entered and boo(ed automatically.
2.2.) Set up Depot Repair Ser#ice Request Tpe
At least one service re2uest should be defined for use in epot !epair. uring the definition stage& a
Service !e2uest Type should be lin(ed to a 'usiness )rocess. So while creating a Service !e2uest
Type for epot !epair it has to be associated with the applicable 'usiness )rocess.
To Set p Service !e"uest Types
0avigator 5 Service !e2uest 5 Setup 5 Service !e2uests 5 !e2uest Types
To create a new Service !e2uest Type clic( on 0ew in the toolbar.
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-n the new blan( row enter the name of the epot !epair Service !e2uest Type in the Type
field
Select the 'usiness )rocess to which the new Service !e2uest Type is to be associated. -n this
case select epot !epair.
Select epot !epair in the Status Eroup name field
,nter Start date and ,nd date in the date fields
-n the escription field (ey in a short description of the Service !e2uest Type
Select the relevant wor( flow 8by default select the Eeneric /or(flow9 and save
2.2.* Set up Depot Repair Reason &o$es
$or each different reason behind the return of an item there are !eason Codes defined. There are 11
seeded !eason Codes that are provided and additional !eason Codes which are organi*ation specific
can be set up by accessing the FApplication ObGect +ibrary: !eason +oo(upsH window.
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To Set p Service !e"uest Types
0avigator 5 epot !epair 5 Set up 5 !eason
-n the Code field enter the uni2ue code that is to be assigned to the new !eason
,nter the meaning of the code in the .eaning field
,nter the description of the code in the escription field
Tag is an optional field which is not used by epot !epair
,nter the effectivity dates in the $rom and To fields
Chec( the ,nabled chec(bo% to use the !eason Code for epot !epair and save
2.2., Set up &ustomer +ro'iles
Customer )rofiles define the e%tent of customer information that a service representative?agent can
access. Customer )rofiles provide agents with customer information in a graphical?visual format.
'esides ma(ing it possible to create summaries of (ey customer information called profile chec(s&
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Customer )rofiles also has the feature to drill down to detailed information. )rofile Chec(s can
summari*e information by customer& by account& or by customer contact.
Setting up Customer )rofiles involves the following steps:3
efine )rofile !atings
efine )rofile Chec( Categories
efine )rofile Chec( =ariables
efine rilldowns
efine )rofile Chec(s
efine )rofile Eroups
efine ashboard Eroups
Associate )rofiles with .odules and !esponsibilities
!un Customer )rofile ,ngine
2.2.,.1 De'ine +ro'ile Ratings
efining )rofile !atings involves the setting up of rating labels 8the wording and colors9 to be used
with )rofile Chec(s and Categories 8to which they are to be associated9. The labels describe the range
of values of )rofile Chec(s. The three seeded values of )rofile !atings are Iigh& .edium and +ow.
To set up Profile !atings
0avigator 5 Service !e2uest 5 Set up 5 Customer Care +oo(ups
6uery for CSCJ)!O$J!AT-0ES in the Type field in the Customer Care +oo(ups screen. The
three pre3seeded ratings can be seen
To create a new rating clic( 0ew on the toolbar to insert a new row
,nter a name for the new rating in the Code field
,nter a short meaning in the .eaning field. Agents will be able to view this in the ashboard
or Customer )rofile window
,nter a description of the Code in the escription field 8Optional9
,nter effectivity dates in the $rom and To fields
Chec( the ,nabled chec(bo% and save
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The newly created !atings become labels when colors are associated to them.
To associate colors to !atings
0avigator 5 Service !e2uest 5 Set up 5 Customer .anagement 5 Customer )rofiles
Clic( on the )references Tab in the Customer )rofile Setup screen
Select the !ating 8for which color has to be associated9 from the list of values in the !ating
+abels section
Select a colour from the choices in the Colour field and save
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2.2.,.2 De'ine +ro'ile &heck &ategories
Categories are used to group )rofile Chec(s and are useful in organi*ing )rofile Chec(s used for
similar purposes.
To define Profile Chec# Categories
0avigator 5 Service !e2uest 5 Set up 5 Customer .anagement 5 Customer )rofiles
Eo to the )references tab in the Customer )rofile Setup screen
-n the Categories area add a new row by clic(ing on 0ew in the toolbar
,nter the category name in the Category field
,nter a short description of the new category in the .eaning field
,nter a detailed description in the escription field 8optional9 and save
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2.2.,.) De'ine +ro'ile &heck 3ariables
This involves entering S6+ 2ueries that can retrieve and summari*e customer data. The S6+
statements can contain only two bind variables given below:3
:partyJid K to be used if S6+ statement refers to a party
:custJaccountJid K to be used if S6+ statement refers to a customer account
The same variable can be used in multiple )rofile Chec(s
To define Profile Chec# $ariables
0avigator 5 Service !e2uest 5 Set up 5 Customer .anagement 5 Customer )rofiles
Eo to the )rofile =ariables tab on the Customer )rofile set up screen
Clic( 0ew on the toolbar
,nter name of the new )rofile =ariable in the 0ew field
,nter a uni2ue name in the Code field
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Selecting Customer& Account or Contact in the +evel field would determine the appropriate
view where the information is to appear
,nter the activity dates in the bo% titled Active
,nter a description of the )rofile =ariable in the escription field 8Optional9
,nter the S6+ statement in the following fields:3
Select 8mandatory field9.
Currency 8optional field9.
$rom 8mandatory field9.
/here 8mandatory field9.
Other 8optional& used for including clauses such as Eroup 'y9
=alidate the S6+ statement by clic(ing on the =alidate button and save
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2.2.,.* De'ine Drill$owns
rill3down windows can be defined at two levels. The first level lists the items summari*ed by the
profile chec(. The second3level drill3down window is the application window which displays the
details of an individual record. An agent displays an item in the application window by double clic(ing
on one of the fields in the summary list.
To define %rilldo&ns
0avigator 5 Service !e2uest 5 Set up 5 Customer .anagement 5 Customer )rofiles
Eo to the rilldown tab
Select the )rofile =ariable for which drilldowns have to be defined from the =ariable field
Select the application module for the second level drilldown from the rilldown .odule list of
values
Select one of the tables in the Tables and =iews area. The columns available for the table are
displayed in the Columns region
Chec( the Show chec(bo% for the columns to be displayed in the first level drilldown
The name entered in the isplay name field against each column would be what the agent sees
in the first level drilldown
-n the first level drilldown& select a column which has to be used for the second level drilldown
Select the - radio button for the column that has to be used for drilldown and save
Clic( 'uild button to generate the S6+ for the drilldown. 8Optional9
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To enable Application 'indo&s for drilldo&n
0avigator 5 Service !e2uest 5 Set up 5 Customer .anagement 5 Customer )rofiles
Eo to the rilldown tab and clic( the 0ew 'utton. The Tas( Setup: ObGect Types form
launches
,nter a name for the rilldown .odule ObGect type in the 0ame field
,nter a description in the escription field
,nter a value in the ObGect Code field& a value that begins with CSCJ& for e%ample
CSCJ)!O$JCS!,)+0
,nter the $unction 0ame in the corresponding field in the +aunch etails tab
,nter the parameters
Select application name epot !epair in the Application field and save
,ntries in the Usage tab are optional
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2.2.,., De'ine +ro'ile &hecks
Prere"uisites
)rofile variables& ratings& and rating labels must already be defined.
To define Profile Chec#s
0avigator 5 Service !e2uest 5 Set up 5 Customer .anagement 5 Customer )rofiles
Eo to the )rofile Chec(s tab
,nter a name for the )rofile Chec( in the 0ame field. The Code field defaults to the name
entered. ,ither this can be retained or a new uni2ue code can be entered in the Code field
Select a level for the )rofile Chec( from the list of values. This is based on the information that
is summari*ed by the )rofile Chec(.
,nter a description for the )rofile Chec( in the escription field
,nter the activity dates in the Active region
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Choose the type of )rofile Chec( desired from the Type list of values. The choices here are
=ariable or 'oolean 8"es or 0o9 and define the settings for the type of )rofile Chec( selected
-n the !atings region define value ranges and the corresponding labels. $or each range enter a
lower and upper number& with no overlap with other ranges. Select the appropriate label and
save
Oracle Teleservice has several predefined )rofile Chec(s
2.2.,.. De'ine +ro'ile 4roups
)rofile Chec(s previously defined have to be grouped for display in the Customer )rofile window.
Associating )rofile Eroups with application modules and responsibilities enables providing different
groups of agents with different customer views in the )rofile window.
Prere"uisites
)rofile Chec(s must be defined before )rofile Eroups are created
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To set up Profile (roups
0avigator 5 Service !e2uest 5 Set up 5 Customer .anagement 5 Customer )rofiles
Eo to the )rofile Eroups tab
,nter a name for the )rofile Eroup in the 0ame field. The Code field gets populated with the
name entered
,nter the description of the )rofile Eroup in the escription field
Select the customer type from the Customer Type list of values
,nter the date range of activity in the Active region
Select the relevant )rofile Chec( from the )rofile Chec(s column and add them to the Eroup
Chec(s column
Chec( the isplay on Threshold chec(bo% only if the )rofile Chec( has been set up with a
threshold and save
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2.2.,.5 De'ine Dashboar$ 4roups
efining ashboard groups helps in enabling varied ashboard tab views for agents based on the
application module and responsibility. -t creates different views for customers& individual accounts&
and for customer contacts.
Prere"uisites
)rofile chec(s and categories must be defined prior to defining dashboard groups
To define %ashboard (roups
0avigator 5 Service !e2uest 5 Set up 5 Customer .anagement 5 Customer )rofiles
Eo to the ashboard Eroups tab in the Customer )rofile setup window
,nter a name for the ashboard Eroup in the Eroup field. The Code field defaults whatever
that has been entered in the Eroup field
,nter a description in the escription field
Select the customer type from the Customer Type dropdown list
Select the level at which the information is to be displayed K Customer& Account or Contact.
The selection made here restricts the )rofile Chec(s that can be selected for the group
Set the dates of activity in the Active region
Select the categories to be displayed by adding them to the ashboard Categories column
using the arrow buttons. The order in which they should be displayed in the ashboard can be
decided by moving them up or down using the arrow buttons
Save changes made
Select the ashboard Category from the Category field list of values in the Chec(s region
.ove the )rofile Chec(s to be included from the )rofile Chec(s column to the Eroup Chec(s
column. The order of display can be altered by using the Up and own arrow buttons
)rofile Chec(s defined with thresholds can be restricted by chec(ing the isplay on threshold
chec(bo%
Save changes made
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2.2.,.6 0ssociate +ro'iles with (o$ules an$ Responsibilities
The )rofile Eroups and ashboard Eroups have to be associated to application module& customer
type& and responsibility.
Prere"uisites
)rofile groups and dashboard groups should be created prior to associating )rofiles to modules.
To associate Profiles &ith Modules and !esponsibilities
0avigator 5 Service !e2uest 5 Set up 5 Customer .anagement 5 Customer )rofiles
Eo to the )references tab in the Customer )rofile setup screen
-n the .odule Eroups region choose a .odule from the list values. Only modules which use
)rofile window and ashboard tabs can be enabled
$or ashboard Eroups available in Oracle Teleservice& Contact Center should be selected
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$or Customer )rofile Eroups available in Oracle Teleservice and epot !epair& the Override
Customer Criticality window in Oracle TeleService& the Service !e2uest window of Oracle
TeleService or the !epair Order window in Oracle epot !epair should be selected
Access 8to customer information9 can be restricted to agents by selecting the responsibility in
the !esponsibility list of values. .ore than one responsibility can be mapped by creating
multiple records
Select a )rofile Eroup and?or a ashboard Eroup to be associated with the
module?responsibility and save
2.2.,.7 Run &ustomer +ro'ile 1ngine
The Customer )rofile ,ngine& a concurrent program has to be run after completing the Customer
)rofile setup to generate the appropriate profile values.
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The Customer )rofile ,ngine& when e%ecuted& performs the following operations in the se2uence
below:
,valuates the results of all the effective profile variables
,valuates the results of all effective profile chec(s based on the profile variables
,valuates the results for all the customers& accounts& and contacts
The Customer )rofile ,ngine must be run to:
!etrieve profile values for new customers
!etrieve the latest profile values for all customers
!eflect changes made to the profile setup
!etrieve values for new profiles
The Customer )rofile ,ngine can be run in two ways:
As a concurrent program
/hen agents clic( the !efresh button available in the )rofile section or the ashboard tab of
the Contact Center or the ,3'usiness Center in Oracle TeleSales. This manual method fetches
the latest data for the displayed customer
The parameters for running Customer )rofile ,ngine are:
)arty 0ame
Eroup 0ame
2.2.. Set up Diagnostic &o$es in Depot Repair
iagnostic Codes are used in Oracle epot !epair while processing a !epair order. A iagnostic Code
is associated with a repair problem while a Service Code is associated with a potential resolution to the
problem. A complete set up of iagnostic Codes involves procedures in Oracle #nowledge
.anagement module as well. The steps involved in Oracle epot !epair are given below.
To Set p %iagnostic Codes
0avigator 5 Setup 5 iagnostic Codes
,nter the iagnostic Code& 0ame and escription of the code
,nter the start dates and end dates of the Code in the Active from and Active to fields
,ach iagnostic Code has to be associated with a domain K an -tem or Category. The domain
to which the iagnostic Code is being associated has to be selected and depending on whether
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it is an -tem or Category& the corresponding item code or category name is to be selected in the
respective fields
2.2.5 Set up Ser#ice &o$es in Depot Repair
Service Codes are used to associate potential resolutions to repair problems and can be used with or
without iagnostic Codes. A complete set up of iagnostic Codes involves procedures in Oracle
#nowledge .anagement module as well. -n Oracle epot !epair& when you create a Service Code&
you can associate it with one or more items& one or more item categories& one or more reference bills&
one or more alternate bills& one or more reference routings& one or more alternate routings and one or
more tas( template groups.
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To Set p Service Codes in )racle %epot !epair
0avigator 5 Setup 5 Service Codes
,nter the Service Code& 0ame and escription of the code
,nter the start dates and end dates of the Code in the Active from and Active to fields
-f the Service Code is to be associated to a omain
Clic( on the omain Tab
,nter the omain K -tem or Category to which the new Service Code is to be associated
epending on whether an -tem or Category is selected& the corresponding item code or
category name is to be selected in the respective fields
!epeat for as many categories or items that the Service Code has to be associated to
Alternately if the Service Code is to be associated to a 'ill or !outing
Clic( on the 'ills and !outings tab
Select the organi*ation from the +ist of =alues
To associate the Service Code to a 'ill& select from the list of values in the 'ill !eference
fields. Select Alternate bill if re2uired from the corresponding field
To associate a Service Code to a !outing& select from the list of values in the !outing
!eference fields. Select Alternate !outing if re2uired from the corresponding field
!epeat for as many 'ills or !outings that the Service Code has to be associated to
-f the Service Code is to be associated to one or more tas( template groups
Clic( the Tas( Template Eroups tab
Select the Tas( Template Eroup from the list of values and save. The escription field is
automatically populated
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2.2.6 De'ine Depot Repair /ookup &o$es
+oo(up codes for Oracle epot !epair are defined from the Application eveloper responsibility.
,ach +oo(up Code has a .eaning& escription and effectivity dates
To define a %epot !epair Loo#up Code *from Application %eveloper responsibility+
0avigator 5 Application 5 +oo(ups 5 Application ObGect +ibrary
6uery for an e%isting +oo(up Type under which the new +oo(up Code has to be defined. 8The
list of pre3seeded +oo(up Types is given in the table below9
Clic( 0ew on the toolbar to insert a new row for the new +oo(up Code.
,nter the Code& .eaning& escription and effectivity dates
Chec( the ,nabled chec(bo% and save
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+ist of pre3seeded +oo(up Types in Oracle epot !epair
/ookup Tpe Description
CSJA))!O=A+JSTATUS !epair Approval Status 8Approved& !eGected9
CSD_ESTIMATE_STATS Esti!ate Stat"s #A$$epted% Bid% Closed% D&a't%
(old% Re)e$ted*
CSD_EST_BILLI+G_T,-E Esti!ate Billing Type #E.pense% La/o&% Mate&ial*
CSD_EVE+T Repai& Event #C"sto!e& App&oved% Cha&ges
Re$o&ded% Repai& Diagnosed% Repai& 0o/
Co!pleted*
CSD_-R1DCT_ACTI1+_C1DE -&od"$t T&ansa$tion A$tion Code 'o& Repai& 1&de&s
#C"sto!e& Ite!% E.$hange% Loane&% Repla$e!ent%
De'e$tive% sa/le*
CSD_-R1D_ACTI1+_T,-E Depot Repai& 1&de& -&od"$t T&ansa$tion A$tion Types
#Ret"&n% Ship% Move In% Move 1"t*
CSD_-R1DCT_T2+_STATS -&od"$t T&ansa$tion Stat"s #Boo3ed% Ente&ed%
Re$eived et$4*
CSD_REAS1+ Reason 'o& $"&&ent stat"s o' &epai& p&o$ess #C"sto!e&
App&oves the Esti!ate% Esti!ate App&oved% Repai&
1n (old*
CSD_RE0ECT_REAS1+ Esti!ate Re)e$t Reasons #C"sto!e& Re)e$t% Ma$hine
navaila/le% Reso"&$e sho&tage*
CSD_RE-AIR_M1DE Repai& Mode 'o& the depot &epai& p&o$esses #5I-%
Tas3s% +one% All*
CSD_RE-AIR_STATS Repai& Stat"s #Closed% 1pen% 1n (old*
CSD_RE-AIR_T,-ES Depot Repai& Types #Advan$e E.$hange% 5al36In with
Ret"&n and Repai& et$4*
CSD_R1_T2+_STATS Repai& 1&de& T&ansa$tion Stat"s #1M Boo3ed% 1M
Re$eived% 1M Released et$4*
41
CSD_+IT_1F_MEASRE Lead Ti!e nit o' Meas"&e #(o"&% 5ee3% Day*
CSD_5I-_01B_STATS Repai& 0o/ Stat"s #Released% n&eleased*
2.2.7 Set up Depot Repair +ro'ile %ptions
epot !epair )rofile Options are defined from the System Administrator responsibility. A detailed list
of Oracle epot !epair )rofile Options are given in Section ,-. %epot !epair Profile )ptions
To define %epot !epair Profile )ptions *from System Administrator+
0avigator 5 )rofile 5 System
Search for the )rofile Option by entering the name of the )rofile Option in the )rofile field and
clic( the $ind button. 8The list of epot !epair )rofile Options is given in a table below9
.a(e necessary changes to the values to define?change )rofile Options at four levels 3 Site&
Application& !esponsibility& and User.
41
2.2.18 Set up (essage 0ction &o$es
.essage action codes help in specifying the action that the recipient of the message should ta(e. They
are useful in organi*ations where wor(flow based messaging is in use.
To setup Message Action Code
0avigator 5 Setup 5 Service !e2uest 5 Action !e2uest
,nter a .essage Action code in the Code field
,nter the brief description of the code in the .eaning field
,nter a full description of the code in the escription field
,nter the effectivity dates
Chec( the enabled chec(bo% and save
44
2.) Integration +oints an$ $ata 'low
47
4:
2.* Depot Repair +ro'ile %ptions
+ist of epot !epair )rofile Options
+ro'ile "ame De'ault 3alue 9at Site /e#el: +ossible 3alues Description
CS: Add to Order 0um
/ithin !epair Order
efault
0o "es or 0o /hen the new item transaction is
created& the Add to Order 0umber is
derived based on this profile and CS:
Add to Order 0um /ithin Service
!e2uest efault.
CS: Add to Order 0um
/ithin Service !e2uest
efault
0o "es or 0o /hen the new item transaction is
created& the Add to Order 0umber is
derived based on this profile and CS:
Add to Order 0um /ithin !epair
Order efault. This profile ta(es the
precedence over CS: Add to Order
0um /ithin !epair Order efault.
Setting this profile will cause it to use
the order number of the Service
!e2uest.
CS: Allow Charge
Override for Actuals
0o "es or 0o etermines whether to allow overriding
of the Charge field for Actuals lines.
CS: Allow Charge
Override for ,stimates
0o "es or 0o etermines whether to allow overriding
of the ,stimated Charge field for
,stimate lines.
CS: Allow Creating
/-) Cob /ithout !.A
0o "es or 0o etermines whether the creation of a
/-) Cob without an !.A is allowed.
CS: Allow )rice
Override for +ogistics
+ines
0o "es or 0o etermines whether to allow overriding
of the )rice field in the +ogistics Tab.
Cannot be updated by a User& only by
Sysadmin. -f not set& the value is ta(en
as 0o.
CS: Close S! /hen All
!epair orders are Closed
0one "es or 0o /hen set to "es& automatically closes
the Service !e2uest when the last
!epair Order is closed.
CS: Currency
Conversion Type
0one aily conversion
types available in
E+ 8glJdailyJ
conversionJtypes9
Conversion type to use when
converting a cost to the currency of an
estimate charge line.
CS: Customer Approval
!e2uired
"es "es or 0o etermines whether customer approval
of the estimate is re2uired for creating a
!epair Cob.
CS: ebug +evel D 1 to 1D etermines the ebug level for epot
!epair transactions.
CS: efault Category
Set for iagnostic Codes
and Service Codes
-nv.-tems LCategory Set5 etermines the default Category Set for
setting up iagnostic Code and Service
Code domains.
CS: efault Country
Code 8)hone9
0one L free te%t 5 Specifies the efault Country Code for
phone number fields.
CS: efault Cob 0ame
)refi%
0o LAny user
entered value is
allowed5
Specifies the efault Cob 0ame )refi%
used while submitting a !epair Cob for
creation. This profile is applicable only
when the profile CS: Use CS as Cob
0ame )refi% is set to 0o.
CS: efault +abor -tem
for ,stimate +ine $rom
0one ,ligible labor
items from
+abor item to use when auto3creating
estimate labor lines from tas(s.
4;
+ro'ile "ame De'ault 3alue 9at Site /e#el: +ossible 3alues Description
Tas(s -nventory
CS: efault )ic(
!elease !ule for Sales
Orders
0one Standard& etc. etermines default )ic( !elease !ule
for !epair Order related sales orders.
CS: efault )rice +ist 0one 7 -&i$e List 8 Sets the default price list for the epot
!epair application.
CS: efault !epair Cob
Status
0one !eleased or
Unreleased
etermines the default !epair Cob
status.
CS: efault !epair
Type
Standard L!epair Types5 etermines default !epair Type for
new !epair Orders.
CS: efault !eturn
!eason Code for !.As
amaged )roduct amaged
)roduct& etc.
etermines default !eturn !eason
Code for item transaction: !.As.
CS: efault )rogram
Created Service !e2uest
Severity
0one L+ist of -ncident
Severities5
/hen creating Service !e2uests from
!.A lines via concurrent manager& this
severity will be used for the Service
!e2uest.
CS: efault )rogram
Created Service !e2uest
Status
0one L+ist of -ncident
Statuses5
1. /hen creating new Service !e2uests
for internal order refurbishments& this
status will be used for the Service
!e2uest.
1. /hen creating Service !e2uests
from !.A lines via concurrent
manager& this status will be used for the
Service !e2uest.
CS: efault )rogram
Created Service !e2uest
Type
0one L+ist of Service
!e2uest Types for
epot !epair5
/hen creating Service !e2uests from
!.A lines via concurrent manager& this
type will be used for the Service
!e2uest.
CS: efault )rogram
Created Service !e2uest
Urgency
0one L+ist of -ncident
Urgencies5
1. /hen creating new Service !e2uests
for internal order refurbishments& this
urgency will be used for the Service
!e2uest.
1. /hen creating Service !e2uests
from !.A lines via concurrent
manager& this urgency will be used for
the Service !e2uest.
CS: efault )rogram
Created Service !e2uest
/or( Summary
0one L free te%t 5 /hen creating Service !e2uests from
!.A lines via concurrent manager& this
wor( summary will be used for the
Service !e2uest.
CS: efault S!
Severity for -nternal !O
0one LService !e2uest
Severity5
/hen creating new Service !e2uests
for internal order refurbishments& this
severity will be used for the Service
!e2uest. +ist of values displays all
active Service !e2uest severities.
CS: efault S! Type
for -nternal !O
0one LService !e2uest
Types5
/hen creating new Service !e2uests
for internal order refurbishments& this
type will be used for the Service
!e2uest. +ist of values displays all
active Service !e2uest types.
CS: efault /-) .!)
0et 6ty to Mero
0one "es or 0o etermines if the net 2uantity for a
/-) Gob should be defaulted to *ero.-f
it is set to null or 0o& then the net
2uantity will be set to Gob 2uantity.
CS: irectory for epot
!epair +og $iles
0one 0o predefined set
of values. The
value is specified
etermines directory for epot !epair
log files. This is a mandatory profile
option.
4>
+ro'ile "ame De'ault 3alue 9at Site /e#el: +ossible 3alues Description
at the time of
implementation.
CS: ,nable Costing "es "es or 0o ,nables?disables cost fields and buttons
for estimates.
CS: ,nable ,stimates "es "es or 0o This determines whether the !epair
,stimate tab will be enabled or
disabled.
CS: ,nable #nowledge
.anagement
0one "es or 0o -f the user sets this option to 0o& the
applicable #nowledge .anagement
area in the iagnostics tab will be
grayed out. -f this profile option is not
set& #nowledge .anagement will be
enabled.
CS: 0umber of ays to
!ollbac( Currency
Conversion
4DD L-nteger value5 0umber of ays to rollbac( currency
conversion when converting a cost
from E+ currency to currency of
estimate charge line.
CS: )rinter 0ame 0one L)rinter 0ame5 etermines printer for printing repair
estimate report.
CS: )rinter !e2uired 0one "es or 0o etermines whether a printer is
re2uired.
CS: !epair .ode for
epot !epair Orders
/or( -n )rocess /or( -n )rocess&
Tas(& 0one? 0ot
Applicable& All
etermines !epair .ode for epot
!epair )rocesses 3 site level.
CS: !epair Type
-nternal !epair Order
0one +ist of values
displays all
!epair Types
where !epair
Type !ef is
!efurbishment
and -nternal
Order flag is
chec(ed.
+ist of values will display at least one
value& as Oracle epot !epair seeds
one !efurbishment !epair Type.
Customer can add more !epair Types
with !efurbishment set for the !epair
Type !ef and -nternal Order flag
chec(ed& for e%ample& one each for
Tas( and /-) mode. A value for this
profile is re2uired to create internal
!epair Orders from Spares
.anagement.
CS: !e2uire -tem $or
Service !e2uest
"es "es or 0o .a(es the item and related fields
re2uired?not re2uired in the Service
!e2uest header.
CS: Use CS as Cob
0ame )refi%
0o "es or 0o -f set to "es& CS is used as the Cob
0ame )refi% while submitting a !epair
Cob and the prefi% value cannot be
updated in the Submit !epair Cobs
window. -f set to 0o& the Cob 0ame
)refi% defaults to the value specified
for the profile CS: efault Cob 0ame
)refi% and the prefi% value can be
updated in the Submit !epair Cobs
window.
CS: Use Tas(s from
#nowledge .anagement
Solutions
"es "es or 0o /hen set to "es& auto3creates estimate
lines from tas(s that are lin(ed to
applicable solutions 8even if they are
not lin(ed via a service code9& when
you clic( Add +ines from iagnostics
in the !epair ,stimate tab.
)lease note that there are other profile options which do not under Oracle epot !epair& but still may
provide certain application functionality.
4@