Fundamentals of Direct Item Functionality

Prepared by Oracle Support March 5, 201

!able of "ontents

Introduction ######$####$############$ 1 Direct Procurement %ccountin& #$#$############ 2 Setup and Pre're(uisites ######$###########$$ !roubleshootin& #####################$$ ) Important Fi*es and +otes $$###$$######$######$$ 10

Introduction
This paper describes the fundamentals of Direct Item functionality within Oracle Enterprise Asset Management (eAM). Direct Item functionality was introduced in elease !!.".!#. It
re$uires much less setup than O%& (Outside &rocessing) and has additional benefits' such as the user can add these types of items on the wor( order on the fly. Direct item is recommended since O%& process is more laborious. )hat is Direct Item * Items with infre$uent use or criticality+ they are not included in the internal catalog as stoc(ed items. These items are contri,ed as -one off-' bought directly from a ,endor for a specific )or( Order and Operation. Material re$uirements for a )or( Order may include stoc(ed' non.stoc(ed direct items' ser,ices' and direct items (description.based items). These items are not transactable' not stoc(able' but you can procure them. Direct items are either non.stoc( or description.based. /on.%toc( Direct Items can represent items that are not stoc(ed in in,entory' or ser,ices that need to be purchased from a supplier.

/on.%toc( Direct Items are not stoc(ed in in,entory but are defined in the Item Master as an in,entory item' purchaseable' and purchase but not stoc(able. Direct Items are contri,ed as -one.off-' bought directly from a ,endor for a specific )or( Order and Operation. They are deli,ered directly to the %hop 0loor from maintenance )or( Order e1ecution. 2ou can add &lanned Direct Items to a )or( Order3s 4ill of Material (4OM) or an Acti,ity 4OM. &lanned Direct Items must first be created in the Item Master as /on.%toc(able and &urchasable in,entory items. Direct Item &rocurement for eAM )or( Orders &rocess5

Direct Procurement %ccountin&

,ele-ant !ables
6osts for direct item transactions are stored in the following tables5 )I&7&E IOD74A8A/6E% )I&7EAM7&E IOD74A8A/6E% 6%T7EAM7A%%ET7&E 74A8A/6E%

Direct Item "ost .stimation /o&ic

EAM considers the 8ist &rice of the non.stoc( direct item while computing the cost estimate contributed by the direct item. 2ou can in,o(e cost estimation of wor( order at any point of the wor( order cycle and the latest a,ailable price as per below list (highest se$ number as per below list) will be used5 !. 8ist price defined for direct item 9. &rice specified for direct item in the )or( order :. &urchase e$uisition price of direct item ;. &urchase Order price of direct item. If wor( order price is not specified and neither is the &urchase e$uisition created' the wor( order cost estimator program will pic( the list price of the non.stoc( direct item defined in the Organi<ation Item master. EAM does not loo( at item costs' because direct items are ne,er stoc(ed in in,entory and hence there is no point in loo(ing at the in,entory costing method for cost estimation.

Direct Purchase %ccounts

The cost of direct items goes into the )I& Material Account. This is the e1pected beha,ior. If you want to change this beha,ior' you can set up category defaults which will send costs to another account based on the purchasing category used. The logic behind this is that if you buy or issue material' it is still material. If you are buying ser,ices' you should typically set these purchasing categories to point to the O%& account if you desire a separate account code. /a,igation5 Enterprise Asset Management .= %etup .= 6ategory Associations

Setup and Pre're(uisites

The following setup steps are re$uired to ensure proper direct item processing (i.e.' from releasing wor( order to creating re$uisition).

.nable %uto ,e(uest Material

0or non.stoc( direct items and Description direct items' Auto e$uest Material flag needs to be chec(ed to trigger the re$uisition automatically. /a,igation5 %etup .= &arameters

/ote5 In the case of %toc(ed (In,entory) items' to re$uest the material automatically' these three flags>parameters ha,e to be set. !) 3Enable Material Issue e$uests3 in EAM parameters form 9) 3Enable Material Issue e$uest3 in Additional details region of 6reate>?pdate wor( order page :) 3Auto e$uest Material3 at the item le,el in the Material e$uirements region of 6reate update wor( order page In this case' you should use in,entory planning or M & process for creating re$uisitions' which are supported for EAM wor( order demand.

Set Profile Option 0PO1 .nable Direct Deli-ery2

/a,igation5 %ystem Administrator .= &rofile .= %ystem

To enable direct item (both supplier catalog and non.catalog items) procurement for eAM )or( Orders directly from an eAM )or( Order' set the 3&O5 Enable Direct Deli,ery To %hop 0loor3 profile option to 2es. )hen this ,alue is set to 2es' you can create an eAM.related re$uisition or purchase order. 2ou can enter eAM specific information' such as )or( Order and operation reference numbers' as well as identify a re$uisition line as ha,ing a %hop 0loor destination. e$uisitions are created automatically for Direct Items (/on.%toc( and Description.based)' after a )or( Order with those Direct Items on its material re$uirements listing is released. %ee more in page @.: Oracle Enterprise Asset Management ?ser3s Auide (E!:B@#.#")

Set Profile Option 3MO1 Operatin& 4nit3

The profile option 3MO5 Operating ?nit3 for EAM responsibility needs to be set to the same ,alue as for the purchasing responsibility. e$uisition Import concurrent program pic(s the records from the 3po7re$uistions7interface7all3 based on the ,alue of the profile 3MO5 Operating ?nit3.

4se !emplate 35+on'Stoc6ed Item3

This template creates non.stoc( direct item $uic(ly with the following item attributes set5

/in6 .mployee to 4ser

Ensure that the employee is lin(ed to user in %ystem Administrator .= %ecurity .= ?sers .= Define.

Process 7or6 Order

C Once abo,e setup is done' create wor( order (,ia 0orms or OA0). C Include Direct Item (Description 4ased > /on.stoc() in the Materials e$uirement under Operations <one. C elease )or( Order. C After releasing wor( order' concurrent re$uest e$uisition Import will be fired automatically and a re$uisition will be created.

Manual "reation of ,e(uisition8PO

e$uisition>&O can be entered manually for direct items ,ia Oracle &urchasing or Iprocurement. Direct items and the re$uisition and purchase order info can be displayed in the Material e$uirements region of the )or( Order Detail page in EAM. I. Iprocurement 6reate re$uisition for a non.stoc( direct item and associate it to a )or(order and ,erify in )or( Order Material e$uirements page. II. &urchasing .= e$uisitions 6reate re$uisition for a non.stoc( direct item and associate it to a )or(order and ,erify in )or( Order Material e$uirements page. III. &urchasing .= &urchase orders 6reate &urchase order for a non.stoc( direct item and associate it to a )or(order and ,erify in )or( Order Material e$uirements page.

!roubleshootin&
In elease !9 onward' re$uisition import will run at the time of wor( order release and whene,er there is a change in $uantity or addition of new direct or non.stoc( items. )hen re$uisition is not triggered' additional debugging and troubleshooting steps are needed to identify the culprit. +ote1 For Direct Item functionality, system does not chec6 7IP Parameters under Outside Processin& tab, as it does for OSP items$

Turn on the EAM logging profiles and pro,ide the EAM logs generated in order to e1amine
if the re$uisition process is e,en being (ic(ed.off. %teps to generate debug log are as follows5 C %et EAM5Debug &rofile Option to 32es3 C ecreate the scenario in EAM )or( Order form C E1ecute this $uery to find the directory where the log file will reside %E8E6T ,alue I/TO l7full7path 0 OM ,Eparameter )FE E name G 3utl7file7dir3+ C There will be files with name 3createwo.log3 or 3updatewo.log3. C E1amine these files further for potential culprit (e.g.' missing e1pense accounts)

e,iew e$uisition Import E1ceptions eport which contains possible causes for the re$uisition not to be triggered or processed correctly. e,iew results of the following $ueries 6hec( if data was inserted from EAM into &O table ,ia the e$uisition Import process5 select H from po7re$uisitions7interface7all where wip7entity7id in (select wip7entity7id from wip7entities where wip7entity7nameG3Iwor( order J3)+

Important Fi*es and +otes

The following shows important fi1es that were deli,ered as one.off patches. Also' a list of notes contains important setup changes to allow the Direct Item functionality to wor( correctly.

Issue Description
e$uisition Import is not triggered for the direct items added in wor(order is appro,ed from the /otifications region of the Oracle Applications Fome page Fow to %ee Descriptions on e$uisitions 6reated from EAM )or( Order for Direct Item e$uisitions Direct Item /ot Allowed 0or 8ine Type In Eam e$uisition

DO" ID

Patch 9
!:B:D#D95 !9.EAM.4

., 9

,emar6s
6ode issue that was fi1ed. &atch is released.

:!B9B#.!

Intended functionality described in the note.

!;:KK"9.!

%etup issue described in the note. 6ode issue that was fi1ed. &atch is released.

e$uisition Is Aetting Triggered !"9:;B:.! !"K@B9K#5 !9.EAM.4 0or Direct Item )ith The ?ser )ho 6reated The )O' /ot )ho eleased. Direct Item Disappears 0rom )or( Order After ecei,ing. e$uisition 6reated 0rom Direct Item )on3t Import 3In,alid Deli,er To3 Duplicate re$uisitions created when changing wor( order status from On.hold to eleased. ADDI/A ATT I4?TE% TO DI E6T ITEM% LIA D00 :9KB:#.! !9BB"B;B5 !9.EAM.4

6ode issue that was fi1ed. &atch is released. Intended functionality is described in the note.

!!D@@DD@5 !9.EAM.4

D"KD!@D This E has been implemented.

!#