Setting Up and Using Oracle Spares Management - Spares Logistics

Setting Up and Using Oracle Spares
Management - Spares Logistics
Copyright © 2007, Oracle. All rights reserved.

Objectives
After completing this lesson, you will be able to:

• Explain and use Spares Management Logistics
• Set up Spares Management Logistics
• Explain the Logistics Profiles

Agenda
• Spare Management Overview

• Spares Logistics Overview
• Excess and Defective Returns
• Technician Priority Orders
• Implementation Setups
• Profile Options

Spares Management Overview
Spares Management provides the logistics and planning

functionality needed to manage a service parts inventory.
Spares Logistics
Planning
Spares
Management

Spares Management Supply Chain
New Buy Forward Logistics

Suppliers
Replenishment
and priority
orders
Central Technician’s
Repaired Warehouse Useable
Parts
Excess
Returns
Customer
Repair Installed
Suppliers Reverse Logistics Base
Defective Parts Defective

Part
recovery
Warehouse Technician’s
Defective Defective
Consolidate
Defective
Parts

Field Service Logistics
Logistics processes deal with those activities associated with

order processing, physical handling, and movement of parts
through the Field Service warehouses and out to the field
technician.
Field Service Warehouse Technician is linked

to a subinventory

Usable and Defective Parts
One usable and one defective sub-inventory are typically

assigned to a technician.
Defective Subinventory Usable Subinventory

Agenda

• Profile Options

New Buy
Suppliers
Warehouse Useable
Repaired
Parts
Excess
Returns Customer
Repair Reverse Installed
Suppliers Base
Logistics
Part
recovery
Defective Consolidate Defective
Defective
Parts

Excess and Defective Returns
1 2 3
Update Min – Max Review Business

Determine Excess
Levels Rules
4 5
Review Excess
Create
and create
Returns Order
Returns List
It’s a Five Step Process

1
• Min-Max levels need to be frequently
Update Min – Max
Levels updated to reflect the latest usage
trends and supersessions
• Max levels are used to define excess
• Min-Max levels are updated in the Spares

Management Desktop

2
• Business Rules are used to focus on
Review Business high impact excess value
Rules
• Business Rules are defined in Spares

Management setups
• Business Rules are only used for excess returns

Excess Rules
You define Excess Rules to filter out excess parts that do not
have a significant impact on excess value.
Total Max Excess: 10

Total Line Excess: 10
Days Since Receipt: 7
Total Excess Value: 80 -or- Total Excess Lines: 80
Category Set: Inv.Items
Category: Computer Business Software
Business Software Excess Rules

Optional

3 • Excess is defined in a concurrent

program: Create Excess Lists
Determine Excess
• Excess = On-Hand Available - Max

If Max is “blank”; then: Max = 0
• The concurrent program will consider Current Max

levels and Business Rules if applicable

Excess Returns Process
Spares Management provides a process for managing the return

of excess parts from either technicians or warehouses.
Max Level = 6 units
Excess Stock = 2 units

4 • Excess lists can be printed or sent to

Review Excess the technician's mobile device
and create
Returns List
• Excess lines on the list can be
approved, rejected, or changed
• Excess lines can be rejected with Reason Codes

that can be used for follow-up analysis

Excess Reject Reasons
Set up excess reject reasons for a better understanding of why a

recommendation may have been rejected.
Reason Code
Customer Commit Optional
Supplies
Hazardous
Fragile
Application Object Library: Excess Reject Reasons

5 • For technician excess an Inter-Org

Transfer order is created
Create
Returns Order
• For warehouse excess an internal
order is created
• The Return-To organization (warehouse) will be

automatically used for the technician if entered
in Addresses and Sub-inventories

Agenda

• Profile Options

Setups for Excess and Defective Returns
Step Product Description
1 Spares Business Rules for Excess: Used to focus on high

Management value excess.
2 Spares Excess Reject Reason Codes: Used to classify

Management rejected excess for further analysis.
3 Spares Addresses and Sub-inventories: Used to define the

Management return-to location for the technician’s excess and
defectives.

Profile for Excess and Defective Returns
Name Description Shipped Value
1 CSP: Excess Order Type used when creating an No Value

Parts Order Internal Order for excess returns.
Type

Agenda

• Profile Options

Forward
New Buy
Suppliers
Logistics
Replenishment
and priority
orders
Repaired Warehouse Useable
Parts
Customer
Repair Excess Installed
Suppliers Returns Base

Part
recovery
Defective Consolidate Defective
Defective
Parts

Technician Priority Orders
A Technician Order can be created manually from the Parts

Requirement window.
Parts Requirement Part: Toner

User Interface

Manually create a Parts Requirement and

Technician Order
1 2 3
View Sourcing
Create a Parts Create the Order
Alternatives and
Requirement or Reservation
Select sourcing
View the Order or

Reservation #
It’s a Four Step Process


Technician Order
1
• The parts requirement defines the
Create a Parts parts required for a task
Requirement
• The Parts Requirement can be created

manually in the Parts Requirement UI


Technician Order
2
View Sourcing
• Use the Availability button in the
Alternatives and Parts Requirement UI to view
Select sourcing sourcing alternatives
• Sourcing alternatives will show: the technician’s

inventory, warehouses in the technicians
supply chain and vendor
• Parts Search is used to find available parts outside the

technician’s normal supply chain

Parts Search Hierarchy
Field Service planners or dispatchers can use the Parts Search

Hierarchy to locate parts beyond the normal supply chain or
when the Availability button in Parts Requirement, which uses
ATP, does not find a source.
Seattle Manufacturing
FS_Truck8


Technician Order
3 • Reservation can be created against

the technician’s inventory if parts
Create the Order are available
or Reservation
• An Internal Order will be created if
sourcing is for another warehouse
in the technician’s supply chain
• A Purchase Requisition will be created if sourcing is
for a vendor

Internal Orders
After you create a parts requirement, you can manually create an

internal order, which utilizes both Oracle’s Available to Promise
(ATP) and Order Management functionality.
Central Warehouse Subinventory 8


Technician Order
4
• The reservation, internal order or
View the Order or purchase requisition can be
Reservation # viewed in the Parts
Requirement UI

Automatic Parts Requirements
You can create a Parts Requirement automatically when you

create a service request for a product using a Task Template that
has previously defined parts.
Product: Task Template:

Printer Replace Toner
Cartridge
Part: Toner
Cartridge

Automatically creating a Parts Requirement

and Technician Order
1 2 3
Create Task Create a Create a

Parts Service Request Field Service Task
4 5 6
Assign Task to Auto-create

Create a
Technician and Reservation or
Parts Requirement
Schedule Task Technician Order
It’s a Six Step Process

Task Parts
You can define a list of parts that are typically required for a
specific product and task template.
Product AS54888: Sentinel Standard Desktop

Task Upgrade Free Memory
Template
CM10008: 1000 Gig Memory

List of OC00003: Memory Board
Parts
OC00012: Cache Memory
Required*
* Required for key Advanced Scheduler functionality


1
• Task Parts is used to define the
Create Task parts required for a product and
Parts Task Template
• Task Parts can be defined manually

if known or automatically with a
concurrent program

Part Priority
Advanced Scheduler uses part categories to determine parts

priorities for assigning and scheduling technicians.
Define the likelihood the part is used with a given task
Priority_1 Priority_2 Priority_3

50 - 100% 25 - 50% 0 - 25%
Code 100 Code 50 Code 25
Application Object Library: CPS_PART_CATEGORY

Required*


2
• The Service Request will refer to a
Create a Product that has been linked to a
Service Request Task Template with parts assigned
in Task Parts
3
• The Task will be created from a Task
Create a Template that has been linked to a
Field Service Task
Product with parts assigned in
Task Parts


4
• The Parts Requirement is
Create a automatically created when the
Parts Requirement Service Request and Task are
created
5
Assign Task to • Use the Dispatch Center or Service

Technician and Request UI
Schedule Task

Delivery Times
You can specify delivery times for shipment methods that are
defined in Oracle Inventory.
If an order is entered by 16:00

hours, then the part can be
delivered the next day by
the freight carrier’s delivery time,
for the method of shipment.
Delivery Time Business Objective
Required*

Automatically creating a Parts Requirement and

Technician Order
6 • The Reservation is automatically

Auto-create created when the task is assigned
Reservation or to a technician with available
Technician Order inventory
• The Internal Order is automatically created when

the task is assigned to a technician without
available inventory

View Parts Order Status
The View Parts Order Status window enables you to view parts
requirements and internal order details at every step in the
logistics process.
Item: FS89108 – Power/Recharging Unit

Status: Reserved
Organization: M1
Order QTY: 15
Service Request Number: 16054
Task Number: 16274
Resource: Ralph Karmer

Agenda

• Profile Options

Setups for Technician Priority Orders
Step Product Description
1 Spares Task Parts: Used to define parts required for a

Management product and task template.
2 Spares Parts Priorities: Used to define the priority for the part
Management in Task Parts.
3 Spares Delivery Times: Used to define the delivery time for a

Management method of shipment.
4 Spares Addresses and Sub-inventories: Used to assign sub-
Management inventories and addresses to a technician.
5 Spares Define Supersessions: Used to create supersession
Management relationships.

Profiles for Technician Priority Orders
Name Description Shipped Value
1 CSP: Include Include alternates or not when Never

Alternates determining availability.
2 CSP: Include Car Include technician inventory or not Always
Stock when determining availability.
3 CSP: Order Type Order Type used when creating an Order Only
Internal Order automatically.
4 CSP: Use ATP Use of Available to Promise (ATP) for Always

For Parts determining parts availability.

Summary
In this lesson, you learned how to:

• Explain and use Spares Management Logistics
• Set Up Spares Management Logistics
• Explain the Logistics Profiles

Setting Up and Using Oracle Spares Management - Spares Logistics

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Setting Up and Using Oracle Spares

Management - Spares Logistics

Copyright © 2007, Oracle. All rights reserved.

After completing this lesson, you will be able to:

Copyright © 2007, Oracle. All rights reserved.

• Spare Management Overview

Copyright © 2007, Oracle. All rights reserved.

Spares Management provides the logistics and planning

Copyright © 2007, Oracle. All rights reserved.

New Buy Forward Logistics

Defective Parts Defective

Copyright © 2007, Oracle. All rights reserved.

Logistics processes deal with those activities associated with

Field Service Warehouse Technician is linked

Copyright © 2007, Oracle. All rights reserved.

One usable and one defective sub-inventory are typically

Defective Subinventory Usable Subinventory

Copyright © 2007, Oracle. All rights reserved.

• Spare Management Overview

Copyright © 2007, Oracle. All rights reserved.

Copyright © 2007, Oracle. All rights reserved.

Update Min – Max Review Business

It’s a Five Step Process

Copyright © 2007, Oracle. All rights reserved.

• Min-Max levels are updated in the Spares

Copyright © 2007, Oracle. All rights reserved.

• Business Rules are defined in Spares

• Business Rules are only used for excess returns

Copyright © 2007, Oracle. All rights reserved.

Total Max Excess: 10

Business Software Excess Rules

Copyright © 2007, Oracle. All rights reserved.

3 • Excess is defined in a concurrent

• Excess = On-Hand Available - Max

• The concurrent program will consider Current Max

Copyright © 2007, Oracle. All rights reserved.

Spares Management provides a process for managing the return

Max Level = 6 units

Excess Stock = 2 units

Copyright © 2007, Oracle. All rights reserved.

4 • Excess lists can be printed or sent to

• Excess lines can be rejected with Reason Codes

Copyright © 2007, Oracle. All rights reserved.

Set up excess reject reasons for a better understanding of why a

Customer Commit Optional

Application Object Library: Excess Reject Reasons

Copyright © 2007, Oracle. All rights reserved.

5 • For technician excess an Inter-Org

• The Return-To organization (warehouse) will be

Copyright © 2007, Oracle. All rights reserved.

• Spare Management Overview

Copyright © 2007, Oracle. All rights reserved.

Step Product Description

1 Spares Business Rules for Excess: Used to focus on high

2 Spares Excess Reject Reason Codes: Used to classify

3 Spares Addresses and Sub-inventories: Used to define the

Copyright © 2007, Oracle. All rights reserved.

Name Description Shipped Value

1 CSP: Excess Order Type used when creating an No Value

Copyright © 2007, Oracle. All rights reserved.

• Spare Management Overview

Copyright © 2007, Oracle. All rights reserved.

Defective Parts Defective