Readme For IAF Delivery

ASO specific system set up requirements: We have provided the list of modules and specific functions that should be set up prior to implementing ASO. This document assumes that you have complete knowledge in setting up each of the modules. If you are unsure please refer to the specific modules for complete step-by-step instructions. Master Organization: Source !"elease ##i $ulti-Org Today% An Oracle White &aper' (ecember )**#+. A brief check list for $ulti-Org Set ,p Step1: (evelop an Organi-ation Structure Step : (efine Set of .ooks Step!: (efine /ocations Step": (efine .usiness 0roups 1Optional2 Step#: Associate "esponsibilities with .usiness 0roup 1optional2 Step$: (efine Organi-ations Step%: (efine Organi-ation "elationships Step&: (efine "esponsibilities Step': Set $O Operating ,nit &rofile Option Step1(: 3onvert to $ulti-Org Architecture 1"e4uired only if current set up is not $ulti-Org enabled2 Step11: 5erify Order $anagement System &arameters Step1 : Set &rofile Options Specific to Operating ,nit Step1!: (efine Inventory Organi-ation Security 1optional2 Step1": Implement the Application &roducts &re-re4uisites /ocations 6mployees 3alendars 3alendar 67ception Stock /ocator &urchasing &arameters "eceiving &arameters 3reate an Organi-ation with the following classification enabled &re-"e4uisites /ocations' 3alendar' 3hart Of Accounts .usiness 0roup 8" Organi-ation 0"69/egal 6ntity $"& Organi-ation Operating ,nit &ro:ect 67penditure &ro:ect $anufacturing Organi-ation Oracle 3onfidential (ate );9*<9)**; *# *) ** &age #9#=

Readme For IAF Delivery

&ro:ect Task Owning Organi-ation ,se &$-5ision &ro:ect $anufacturing as reference >avigation Select Inventory' Setup' Organi-ation' Organi-ations

Inventory Organization parameters: ,se &)- /os Angeles $anufacturing as reference 3reate additional Organi-ations as re4uired with the following enabled 8" Organi-ation Inventory $"& &ro:ect 67penditure &ro:ect $anufacturing Organi-ation &ro:ect Task Owning Organi-ation WI& Organi-ation 8" Organi-ation parameters &re-"e4uisites Organi-ational 8ierarchies 6nter value for 3osting Information 6nter value for &arent Organi-ation. Set up &rimary "eporting 8ierarchy 167 5ision Operations2 Set up &ro:ect $fg 67penditure96vent 167 5ision &ro:ect $anufacturing2 Set up &ro:ect &ro:ect9Task Owning167 5ision &ro:ect $anufacturing2 Set up &ro:ect $fg "eporting167 5ision &ro:ect $anufacturing2 Inventory Organi-ation parameters Accounting &arameter Section Select the appropriate Set Of .ooks' /egal 6ntity and Operating ,nit. Accounting Information 67ample Set of .ooks &ro:ect $fg /egal 6ntity 5ision &ro:ect $fg Operating ,nit 5ision &ro:ect $fg Inventory &arameters Section. &re-re4uisite Inventory Item $aster Organi-ation' 3alendar Select Item $aster Organi-ation that has &ro:ect $anufacturing Operating ,nit. 167ample 5ision &ro:ect $anufacturing2. 6nable 6A$ check bo7 "evision' /ot' Serial' /& parameters /ot 3ontrol ,ni4ueness ? >one' 0eneration? At Organi-ation /evel Serial 3ontrol ,ni4ueness?Within Inventory Items% 0eneration At Item /evel 3osting &re-re4uisite 3ost 0roup 3osting method Average 3osting Oracle 3onfidential (ate );9*<9)**; *# *) ** &age )9#=

Readme For IAF Delivery

6nable &ro:ect 3ost 3ollection 3heck bo7 6nter 0/ Accounting information for valuation accounts $"& Organi-ation &arameters 6nable >et WI&' >et "eservation check bo7es WI& Organi-ation &arameters &re-re4uisite Sub-inventory' /ocator >ote Set up WI& parameters first without WI& Accounting class. Then set up WI& Accounting 3lass. 3omeback to WI& &arameters screen to update default WI& Accounting class. .ack @lush (efaults 6nter Supply Sub-inventory 6nter Supply /ocator 1if re4uired2 $ove Transactions 6nable Allow $oves Over >o $ove Shop @loor Statuses Intraoperation 6nable Aueue 3heck .o7. (isable other check bo7es. Set up (iscrete 3lass 1set at least one of each type2 BStandard (iscreteC 1re4uired for WI&2 B67pense >on-StandardC B$aintenanceC 1"e4uired for 6A$2 BAsset >on-StandardC >ow go to WI& parameters screen and set up (efault (iscrete 3lass &ro:ect $anufacturing &arameters Dou need to switch to a &ro:ect $anufacturing "esponsibility to update these parameters 0eneral 6nable &ro:ect "eference' &ro:ect 3ontrol /evel ? Task Invoice Transfer 6nable I&5 and set 67penditure Type? $aterial Other &&5 ? $aterial% (irect Item ? $fg /abor &ro:ect Task Owning Organi-ation &arameters &ro:ect Type 3lass Information Set to DesEDesEDes &ro:ect 67penditure96vent Organi-ation &arameters Operating ,nit Select the same as Item $aster Organi-ation 1"efer to Inventory Organi-ation' &arameter Section above2 Open Inventory Accounting &eriods 1>avigation Inventory' Accounting 3lose 3ycle' Inventory Accounting &eriods2

Master Items: It is important to note that all items have to be set up at the $aster Inventory Organi-ation /evel and then assign to specific Inventory Organi-ations. To facilitate item creation we strongly suggest that you define Item Template for each type of items that will be used in your organi-ation. We have identified the following item types and the recommended attributes

Oracle 3onfidential (ate );9*<9)**; *# *) ** &age ;9#=

Readme For IAF Delivery

)omponent Items: $ain Item Status Active Inventory 6nable -Inventory Item' Stockable' "eservable and Transactable check bo7es. /ot and /ot 67piration >o control 1suggested2 Serial 3ontrol At receipt 1if the items are serial number trackable% otherwise set it to nonseriali-ed2 /ocator 3ontrol >o 3ontrol .ill of $aterial (isable .O$ Allowed Asset $anagement Dou must set up 6A$ first 1"efer to 6A$ setup listed below2. Select "ebuildable for Asset Type. Dou must set up at least one item with !Asset 0roup+ for 6A$ to work. 3osting 6nable 3osting 6nabled' Inventory Asset 5alue' and Include in "ollup. 6nter value for 3ost of 0oods Sold Account &urchasing 6nable &urchase' &urchasable and (escription ,pdate. In Invoice $atching area' set "eceipt "e4uired to B>oC. &hysical Attributes (o not enable 64uipment check bo7. If you enter physical measurements value then you $,ST enable 3ontainer check bo7% otherwise shipment flow will not work properly. 0eneral &lanning Select $in-$a7 for Inventory &lanning $ethod $&S9$"& &lanning Select $"& &lanning for &lanning $ethod. Select 8ard &egging for &egging attribute. Work In &rocess 6nable .uild in WI&. Set Supply Type to B&ushC Order $anagement Tab 6nable 3ustomer Ordered' Internal Ordered' 3ustomer Order 6nabled' Internal Order 6nabled' Shippable' O6 Transactable' "eturnable Invoicing 6nable two check bo7es Invoiceable Item and Invoice 6nabled Service 6nable Serviceable and Installed .ase Tracking check bo7 *o+ Items: $ain Item Status Active Inventory 6nable these attributes% Inventory Item' Stockable' "eservable' Transactable. /ot and /ot 67piration >o control 1suggested2 Serial 3ontrol >o 3ontrol 1suggested2 /ocator 3ontrol >o 3ontrol 1suggested2 .ill of $aterial (isable .O$ Allowed Asset $anagement Select "ebuildable for Asset Type 3osting 6nable 3osting 6nabled' Inventory Asset 5alue and Include in "ollup. 6nter value for 3ost of 0oods Sold Account &urchasing 6nable &urchase' &urchasable' and (escription ,pdate. In Invoice $atching area' set "eceipt "e4uired to B>oC. 0eneral &lanning Select $in-$a7 for Inventory &lanning $ethod $&S9$"& &lanning Select $"& &lanning for &lanning $ethod. Select 8ard &egging for &egging attribute. Work In &rocess 6nable .uild in WI&. Set Supply Type to B&ushC Oracle 3onfidential (ate );9*<9)**; *# *) ** &age F9#=

Readme For IAF Delivery

Order $anagement Tab 6nable Internal Ordered' Internal Order 6nabled' Shippable' O6 Transactable' "eturnable Service 6nable Serviceable and Installed .ase Tracking check bo7

Mac,ine Items -used in Route Management.: $ain Item Status Active Inventory 6nable these attributes% Inventory Item' Stockable' "eservable' Transactable. /ot and /ot 67piration >o control 1suggested2 Serial 3ontrol >o 3ontrol 1suggested2 /ocator 3ontrol >o 3ontrol 1suggested2 .ill of $aterial (isable .O$ Allowed Asset $anagement Select "ebuildable for Asset Type 3osting 6nable 3osting 6nabled' Inventory Asset 5alue and Include in "ollup. 6nter value for 3ost of 0oods Sold Account &urchasing 6nable &urchase' &urchasable' and (escription ,pdate. In Invoice $atching area' set "eceipt "e4uired to B>oC. 0eneral &lanning Select $in-$a7 for Inventory &lanning $ethod $&S9$"& &lanning Select $"& &lanning for &lanning $ethod. Select 8ard &egging for &egging attribute. Work In &rocess 6nable .uild in WI&. Set Supply Type to B&ushC &hysical Attributes 6nable 64uipment in Type section Service 6nable Serviceable and Installed .ase Tracking check bo7 Service Items -for OS/.: $ain Item Status Active Inventory (isable Inventory Item' Stockable' "eservable &urchasing 6nable &urchase' &urchasable' and (escription ,pdate. In Invoice $atching area' set "eceipt "e4uired to BDesC. /lease ensure t,at OS/ c,ec0 +o1 is disa+led Su+2Inventory: @or each Inventory Organi-ation' you need to set up at least one sub-inventory. We suggest setting up Stores' $".9Inspection and 3onsumable sub-inventories. /re2requisite: 3ost 0roup and /ocators 1if re4uired2 Suggested Attri+utes: Stores Status Active 6nable Auantity Tracked 6nable Asset Subinventory 6nable Include in AT& 6nable Allow "eservation Oracle 3onfidential (ate );9*<9)**; *# *) ** &age G9#=

Readme For IAF Delivery

6nable >ettable 6nter appropriate accounting values in BAccountC tab MR3: Status $". "eview 1W$S must be installed to get this value. Dou can set it to Active initially' install W$S' create additional Transaction Types in W$S 1Transaction setup -H material status definition screen2 and then change sub-inventory status to B$". "eviewC from W$S2 6nable Auantity Tracked 6nable Asset Subinventory 6nable Allow "eservation 6nter appropriate accounting values in BAccountC tab )onsuma+le: Status Active 6nter appropriate accounting values in BAccountC tab 6nable Auantity Tracked (isable all other attributes Scrap: Status ,nserviceable 6nter appropriate accounting values in BAccountC tab 6nable Auantity Tracked (isable all other attributes 3ill Of Materials: &re-re4uisites 3alendars 67ception Templates 6mployees 3omplete .O$ &arameters set up 3omplete "esource 0roups 3omplete (epartment 3lasses. @or OS& purposes you need to set up at least one (epartment 3lass called B5endorC 1case sensitive2 Set up (epartments and associate to (epartment 3lasses. @or OS& purposes you need to set up at least one (epartment associated with a department class called B5endorC 1 case sensitive2. We suggest that you set up a (epartment called BOS5C or any other name such that the users can easily identify this as an outside department. Associate this to the department class B5endorC. Associate all (epartments with a location. In particular you must associate a location for (epartments of class B5endorC 1"e4uired for OS& function2. Set up "esources and associate to 6mployees Set up "esources of $achine type and associate to $achine resources 1>ote In the item master you must check B64uipmentC flag 1&hysical attributes2 to see valid values2 Set up Standard Operations Oracle 3onfidential (ate );9*<9)**; *# *) ** &age I9#=

Readme For IAF Delivery

Dou must set up (epartments' "esources at the Operating ,nit as well as at the child Org level. "outes are set up at the O, level. 5isits are set at the Org level.

Material /lanning: &re-re4uisites Oracle Inventory set up should be complete Supply sub-inventories should have been set up Organi-ation Items with $"& &lanning enabled Oracle &urchasing set up should be complete Oracle WI& set up should be complete Oracle 6A$ set up should be complete Oracle &ro:ect $anufacturing set up should be complete &arameters 6nable >et WI&' >et "eservations check bo7es Select Order Start (ate for $aterial Scheduling $ethod Select All &lanned Items for &lanned Items 6nsure &lanning $anager has been activated and is active. Otherwise $"& will not pick up $(S entries from 5W&. Set up $(S names. We suggest that you name the $(S in such a way that the user can identify the sub-inventory it will be associated with. 6nable "elieve check bo7. Set up $"& names. We suggest that you name the $"& in such a way that the planner can identify the specific sub-inventory it will be associated with. 6nable @eedback' &roduction check bo7es In the options screen @or schedule option' select the $(S name that will associated with this plan. We suggest that you select the $(S with the same sub-inventory name as the sub-inventory the plan will be associated with in Subinventory >etting screen. 6nable Append &lanned Orders' >et WI&' >et "eservations check bo7es 6nable &egging check bo7 Set "eservation /evel' 8ard &egging /evel to &ro:ect-Task Set $aterial Scheduling $ethod to Order Start (ate Set &lanned Items to All &lanned Items Subinventory >etting Select a SI4567 sub-inventory that will be associated with this plan. @or $"&9&roduction &lanning to work properly it is I$&6"ATI56 that a $"& plan be associated with a SI>0/6 subinventory. If you associate $,/TI&/6 sub-inventories then the &lanner9$aterials $anager will have manually manage material re4uirements with availability. It may entail moving materials between subinventories in order to meet :obCs material re4uirements. 8are,ouse Management: &re-re4uisites Oracle Inventory set up should be complete Oracle 3onfidential (ate );9*<9)**; *# *) ** &age <9#=

Readme For IAF Delivery

Supply sub-inventories should have been set up (epartments established in .O$ Associate (epartments to Sub-inventories 1>avigation Warehouse $anager "esponsibility. Set ,p' Warehouse 3onfigurations' "esources' Associate (epartments J Subinventories2 Set up $aterial Status in W$S 1>avigation Setup-HTransaction Setup-HInventory Transactions-H$aterial Status2. We suggest that you set up the following additional statuses $". --- This has to be e7actly like this. ,nserviceable Associate $aterial status to Sub-Inventories &rofile Options (efault serviceable (efault ,nserviceable status (efault $". status

Order Management: &re-re4uisites Oracle Inventory set up should be complete Supply sub-inventories should have been set up Oracle &urchasing set up should be complete If you are planning to disable O$ users from updating Sales Orders created from ASO' then you need to enable O$ Security &rocessing 3onstraints 1>avigation Order $anagement "esponsibility' Set ,p' "ules' Security' &rocessing 3onstraints2 (isable 3reate' ,pdate' (elete and 3ancel operation for Sales Orders for A8/ Order Template. In the BApplicable ToC tab select Authori-ed "esponsibilities "adio .utton and provide a list of "esponsibilities that can perform the above listed actions. Similarly disable 3reate' ,pdate' (elete and 3ancel operation for Sales Order /ine for A8/ /ine Template. In the BApplicable ToC tab select Authori-ed "esponsibilities "adio .utton and provide a list of "esponsibilities that can perform the above listed actions. @or OS& order processing you must create customers in O$ to be identical to your suppliers created in Oracle &urchasing. Dou need to do this step for only those suppliers you will be shipping out the parts for service. We strongly suggest you create customer names to be e7actly the same as your supplier name. /urc,asing: &re-re4uisites Oracle Inventory set up should be complete Supply sub-inventories should have been set up Oracle 8uman "esources set up should be complete Set up .uyers Set up approvals Oracle 3onfidential (ate );9*<9)**; *# *) ** &age =9#=

Readme For IAF Delivery

Set up &urchasing Options Set up "eceiving Options Set up @inancial Options Open Accounting &eriods 6nsure that &ro:ect Super ,ser responsibility is included in your menu. The menu item should point to PA_SUPERUSER_GUI (PB). 5alidate Organi-ation Setup Open &eriods &ro:ects &eriods &urchasing &eriods 0eneral /edger &eriods &ayables &eriods "eceivables &eriods &A /icensed to use &ro:ect .illing profile option &A &eriods Setup for 3alendar 67penditure Setup 67penditure Type 3ost "ates (efined /abor 3osting Setup .illing Setup Schedules screen .udget Setup &ro:ect Setup 3ustomer .ill To Address 5alidation /abor Types for &ro:ect Types /abor Types for &ro:ect associated with &ro:ect Types /abor Types for tasks associated with &ro:ect Types &ro:ects 3onfigured by Type and Organi-ation &ro:ect 3ategories and &ro:ect 3lasses >ote When creating pro:ect templates ensure that all &ro:ect 3lass 3ategories that are marked e4uiredis included. Otherwise you cannot approve &ro:ect Templates.

/ro9ect Accounting:

/ro9ect Manufacturing: &re-re4uisites Oracle WI& should have been set up Oracle &ro:ect Accounting should have been set up Set up &ro:ect 3ost 0roup Set up &lanning 0roup 3reate &ro:ects Assign the &ro:ects in &ro:ect &arameters screen Assign the employees to have approval privileges to the pro:ect. 1>avigation &ro:ect Super ,ser' Set up' 8uman "esources' Organi-ation Authority2 Oracle 3onfidential (ate );9*<9)**; *# *) ** &age K9#=

Readme For IAF Delivery

Oracle Service: Organi-ation and Set Of .ooks $andatory &rofile Options for Service (etails of Ley fle7field System Items 3onfirming 8"$S /ocation Setup 3heck Inventory for Service Items .ill Of $aterial Setup for Service Items $andatory Order $anagement Setup for Service Installed .ase 3harges Setup >otes Setup 3heck Lnowledge base Setups Territory $anagement Setup 3ustomer 3are 3ustomer &rofile Setup Service "e4uest Statuses Service "e4uest Type Setup Service "e4uest Severity Setup Tasks Setup

Oracle )ontracts: &re-re4uisites Oracle Inventory set up should be complete Oracle "eceivables set up should be complete Oracle Order $anagement set up should be complete Oracle &urchasing set up should be complete Set up Standard Articles Set up 3ategories and Sources Set up 3ustomers 1optional2 Set up .uyers 1optional2 Set up Suppliers 1optional2 Set up 3ontract 0roups Set up 3ontract 6vents Set up 3ontract 0roups In Order to find approver of the contracts' you must look at the profile value M !OL3 3ontract Approver+.

7nterprise Asset Manager: &re-re4uisites Oracle Inventory set up should be complete Oracle WI& set up should be complete Oracle 3onfidential (ate );9*<9)**; *# *) ** &age #*9#=

Readme For IAF Delivery

Oracle .O$ set up should be complete Oracle &urchasing set up should be complete Set up the following WI& Accounting 3lasses Standard 67pense $aintenance Asset M>on-Standard Set up 6A$ &arameters Set up Asset 3ategory 3ode for structure Asset $anagement 1>avigation Set up' 3ategory' 3ategory 3odes2 Associate the Asset 3ategory as default in 3ategory set screen 1>avigation Set up' 3ategory' 3ategory Sets' Auery !6nterprise Asset $anagement+ 1>ame22 /ookups H WI&N6A$NA3TI5ITDN&"IO"ITD 3ode $eaning # 8igh ) $edium ; /ow

Install 3ase: &re-re4uisites Oracle Inventory set up should be complete Oracle 3ounters set up should be complete Supplier' supplier sites should be set up 1&urchasing2 3ustomer' customer sites should be set up 1"eceivables2 Set up Install &arameters Set up Instance Statuses $aintain /ocations 1optional2 Set up Asset /ocations (efine 3ounter 0roups 1>avigation @ield Service $anager' @ield Service Set ,p' 3ounters' (efine 3ounters2 Associate 3ounter groups the Install .ase items and $aintain /ocations 1optional2

)ounters:

Oracle :uality: (efine 6lement Types (efine 3ollection 6lements (efine 3ollection &lan Types (efine 3ollection &lans 3O,>T6" "6A(I>0S &/A> Oracle 3onfidential (ate );9*<9)**; *# *) ** &age ##9#=

Readme For IAF Delivery

$". with inspection type ? $".N"6A OO. (6@6""A/ with inspection type ? (6@6" OO. 3O$&/6TIO> $P (6@I>6( with inspection type ? $PN(6@I>6( OO. 3O$&/6TIO> I>S& "6A,I"6( with inspection type ? I>S&N"6A,I"6( O& 3O$&/6TIO> $P (6@I>6( with inspection type ? $PN(6@I>6( O& 3O$&/6TIO> I>S& "6A,I"6( with inspection type ? I>S&N"6A,I"6( >ote &lease use $PN(6@I>6( or I>S&N"6A,I"6( Inspection Types for "oute Testing 1or create the type you would like to test do not modifye7isting2 AA results at the operation level cannot be stored unless the :ob is released. 8ence do not perform AA function on un-released :obs.

Auality 3ollection &lans Setup To 3reate a Auality 3ollection &lan for the Organi-ation &rere4uisites Oracle Auality is installed and patchset 8 applied. Optionally define additional 3ollection &lan Types' 3ollection 6lements' and 3ollection 6lement 5alues. #. >avigate to the 3ollection &lans form in Oracle Auality ). (efine 3ollection &lan 1>ame2 ;. Select &lan Type 1Seeded plans are type # ip Inspection 2 F. 3lick the 3opy 6lements button G. Select seeded plan Template ASO Oob (eferral' Template ASO $". (isposition' Template ASO Op 3ompletion' Template ASO "oute 3ompletion' or Template 3ounter "eadings. I. Set elements as $andatory' 6nabled' and (isplayed as desired. >ote (o not disable or remove base elements re4uired to associate the collection to the transaction. >ote Steps <-#) are not re4uired for the counter readings plan. <. Select Transactions .utton 1>avigates to Auality 3ollection Transactions @orm2 =. Select the Transaction (escription K. Select seeded transaction $". (isposition 1Advanced Service Online2' $aintenance Oob (eferral 1Advanced Service Online2' $aintenance Operation 3ompletion 1Advanced Service Online2' $aintenance "oute 3ompletion 1Advanced Service Online22. #*. Set elements as $andatory' .ackground' and 6nabled as desired. ##. Select Trigger >ame ? Inspection Type #). Select the 3ondition ? 4uals 1?2to one of the seeded types or an user defined type. #;. Save to complete. Setup Oracle 3$"O 1 8/ &rofile Options Oracle 3$"O re4uires the following &rofile Options values to be setup A8/ (efault 6stimate (uration >ote The number of hours to default when creating a service re4uest. A8/ (efault S" 3ustomer >ame >ote The name used for a default when creating a service re4uest. A8/ (efault S" Severity >ote The default priority for :ob creation and the default severity for service re4uest creation. To utili-e Oracle 3onfidential (ate );9*<9)**; *# *) ** &age #)9#=

Readme For IAF Delivery

the priority codes in Oracle 3$"O you must setup the lookup WI&N6A$NA3TI5ITDN&"IO"ITD and the Oracle Service lookup for Severities must be setup identically. The WI&N6A$NA3TI5ITDN&"IO"ITD 3ode and $eaning should match the Importance /evel and Severity respectively% meaning and Severity are case sensitive. A8/ (efault S" Status >ote The default status used when creating a service re4uest. A8/ (efault S" Type >ote The default type of service re4uest created for Oracle 3$"O. A8/ A&I (ebug @ile (irectory A8/ A&I (ebug @ile >ame A8/ 3ounter "eading &lan >ote The Auality plan setup in one organi-ation to capture the counter readings at :ob completion. A8/ (efault &ro:ect Template >ote The template used by 5isit Work &ackage when creating a pro:ect. A8/ Oob (eferral Inspection Type >ote The Auality plan inspection type used for &roduction Oob deferrals. A8/ $". (isposition Inspection Type >ote The Auality plan inspection type used when a tracked item is returned to an $". subinventory. A8/ $aterial Status - $". >ote The status that triggers the Auality inspection re4uirement for $". and a service re4uest creation' when an tracked item is being returned in the condition associated with this status to a subinventory with the status associated. A8/ $aterial Status - Serviceable >ote The status indicating a serviceable item. This status is used to ensure that installed items meet the condition associated with this status and are issued from a subinventory with this status associated. A8/ $aterial Status - ,nserviceable >ote The status that triggers the Service "e4uest creation' when an tracked item is being returned in the condition associated with this status to a subinventory with the status associated. A8/ $a7imum &lanning Window >ote The ma7imum window of time for ,nit $aintenance &lan to forecast re4uirements. A8/ $a7imum &lanning Window ,O$ >ote The unit of measure for the ,nit $aintenance &lan window. A8/ >on-routine Oob Inspection Type >ote The Auality inspection type to be used for >on-"outine Oobs 1Optional2. A8/ >on-routine Operation Inspection Type >ote The Auality inspection type to be used for >on-"outine Oob operations 1Optional2 A8/ O6 $i7ed Order Type I( >ote The mi7ed shipment order type. A8/ O6 "eturn /ine Type I( >ote The return shipment order line type. A8/ &reventive $aintenance >ote ,sed for &reventive $aintenance installation only. A8/ Turn On (evelepoment (ebug A8/ Workflow /oop 3ounter A8/ Wrkflow Timeout $inutes A8/ Turn On @ile (ebug A8/ 5alidate Alternate Items Oracle 3onfidential (ate );9*<9)**; *# *) ** &age #;9#=

Readme For IAF Delivery

AO6: 6nsure the following profile values have been seeded in your system and the SA/ statements are valid 8"N3"OSSN.,SI>6SSN0"O,&

&6"NS63,"ITDN&"O@I/6NI(
SA/?QS6/63T S.S63,"ITDN&"O@I/6N>A$6 RQSecurity &rofileRQ' S.S63,"ITDN&"O@I/6NI(' S&6"N.,SI>6SSN0"O,&NI(S' S..,SI>6SSN0"O,&NI(' O.>A$6 RQ.usiness 0roupRQ I>TO 5ISI./6NO&TIO>N5A/,6' &"O@I/6NO&TIO>N5A/,6' (6"I56(N>A$6' (6"I56(N5A/,6' null @"O$ &6"NS63,"ITDN&"O@I/6S S' &6"N.,SI>6SSN0"O,&S O W86"6 O..,SI>6SSN0"O,&NI( 1T2 ? S..,SI>6SSN0"O,&NI( O"(6" .D S.S63,"ITDN&"O@I/6N>A$6Q 3O/,$>?Q RQSecurity &rofileRQ1U2' RQ.usiness 0roupRQ1U2Q 86A(I>0?Q RQU&6" 8"N$/NS63,"ITDN&"O@I/6RQ1U2' RQU&6" 8"N$/N.,SI>6SSN0"O,&RQ1U2Q

Oracle 3onfidential (ate );9*<9)**; *# *) ** &age #F9#=

Readme For IAF Delivery

Dou must re-define the responsibility that you will be using to include 6A$ menus 1for e7ample $anufacturing (istribution $anager' &ro:ect $anufacturing2 Dou must add 3ontracts "esponsibility to those users that will be performing OS& M /oan9.orrow functions Dou must create users with A8/ "esponsibility Dou must add 3ost $anagement "esponsibility for those users who need it Dou must associate Advanced Service Online responsibility with the appropriate Operating ,nit. 1>avigation System Administration' &rofile' System2. @or e7ample if you are planning to use &$ Organi-ation as the Item $aster Org then you should set $O Operating ,nit profile to 5ision &ro:ect $anufacturing. Dou must create a "e4uest group with the following programs and associate to A8/ "esponsibility. .uilding ,nit 6ffectivities &O Synch All OS&s (o not install Oracle 0rants &roduct along with Oracle &ro:ect $anufacturing. If you do then using SA/ tool you have to set 0$SNimplementationNAll should be updated to >o for the Oracle &ro:ect $anufacturing that will be in use. 3reate an Advanced Service Online ,ser 3reate a user BA8/,S6"C 1Security' users' define2 Add the following responsibilities Advanced Service Online Oracle Install base 13SNI.N>O"$A/N,S6"2 /lease note t,at t,e O; is set at t,e Responsi+ility level< If you plan to use multiple Organization ;nits t,en you must create a responsi+ility for eac, O;< For e1ample Advanced Service Online Responsi+ility=s MO: Operating ;nit is pointing to >ision /ro9ect Manufacturing< Also ensure t,at all t,e responsi+ilities associated ?it, t,e user -for e1ample A@6;S7R. is pointing to t,e correct Operating ;nit -Order ManagementA /urc,asingA Manufacturing Distri+ution etc<. /ogin in OT@ as SDSA($I>' and assign the following to this user A8/NA($I>N"O/6 A8/N$"NI>IT A8/NOS&N"O/6 A8/N,S6"N"O/6 3SINA($I>N"O/6 1if re4uired2 3SIN>O"$A/N"O/6 >avigation ,ser' ,ser $aintenance' Auery the user' click on user link' click on "ole. While creating service re4uest for non-routine if you come across dead-lock error for OT@ notes package' please refer to .ug no )IFIK;G for resolution. Dou need to set up the A8/ &rofile values for each "esponsibility. In order to do this #. /ogin as sysadmin Oracle 3onfidential (ate );9*<9)**; *# *) ** &age #G9#=

Readme For IAF Delivery

). Select the System administrator responsibility. Set $O Operating ,nit value to the re4uired O, 1@or e7ample 5ision &ro:ect $anufacturing2. ;. Save the data. F. >ow log back in as sysadmin and Set up the following A8/ profile values for the specific "esponsibility 1 @or e7ample Advanced Service Online2 A8/ O6 $i7ed Order Type I( ? S$i7edS A8/ O6 "eturn /ine Type I( ? S"eturn 1"eceipt2S A8/ O6 Ship Only /ine Type I( ? SShip OnlyS A8/ (efault 6stimate (uration ? # A8/ (efault S" 3ustomer >ame ? Internal 5ision &ro:ect $anufacturing A8/ (efault S" Severity ? 8igh A8/ (efault S" Status ? Open A8/ (efault S" Type ? (efective &roduct A8/ 3ounter "eading &lan ? 3O,>T6" "6A(I>0S &/A> A8/ Oob (eferral Inspection Type ? (eferral Approval A8/ $". (isposition Inspection Type ? $". Approval "e4 A8/ $aterial Status - $". ? $". "eview A8/ $aterial Status - Serviceable ? Serviceable A8/ $aterial Status - ,nserviceable ? ,nserviceable A8/ >on-routine Oob Inspection Type ? $aintenance (efined A8/ >on-routine Operation Inspection Type ? $aintenance (efined G. "epeat the steps # through F for each "esponsibility you will be creating for !Oracle Advanced Service Online+.

ASO Module set up sequence: #. (ocument Inde7 ). &roduct 3lassification ;. "oute $anagement >ote &lease delete the seeded routes and operations before attempting to set up new routes' using SA/. Otherwise you will encounter Q(uplicate values for the specified Operation e7ist+ error. delete from ahlNdocNtitleNassosNb where asoNob:ectNtypeNcode?SO&6"ATIO>S% delete from ahlNrtNoperNresources where associationNtypeNcode ? SO&6"ATIO>S% delete from ahlNrtNoperNmaterials where associationNtypeNcode ? SO&6"ATIO>S% delete from ahlNoperationsNtl% delete from ahlNoperationsNb% commit% &re-"e4uisites Oracle 3onfidential (ate );9*<9)**; *# *) ** &age #I9#=

Readme For IAF Delivery

a. Inventory b. .O$ 1(epartment' "esources2 c. WI& 1Accounting &arameters2 d. Approval workflow $aster 3onfiguration &re-"e4uisites a. Inventory b. Approval workflow ,nit 3onfiguration &re-"e4uisites a. $aster 3onfiguration b. Approval workflow c. Install .ase d. 3ounters @$& &re-"e4uisites a. "oute $anagement b. &roduct 3lassification c. Inventory $anagement d. $aster 3onfiguration ,$& &re-"e4uisites a. "oute $anagement b. &roduct 3lassification c. @$& d. Install .ase e. 3ounters f. ,nit 3onfiguration 5W& &re-"e4uisites a. ,nit 3onfiguration b. ,$& c. &ro:ect $anufacturing d. .O$ 1(epartment' "esources2 e. $"& 1$(S2 f. Install .ase g. Inventory /T& &re-"e4uisites a. 5W& &roduction &lanning &re-"e4uisites a. 5W& b. Inventory c. WI& d. 6A$ Oracle 3onfidential (ate );9*<9)**; *# *) ** &age #<9#=

e.

c.

e.

e.

g.

h. b.

Readme For IAF Delivery

e. &ro:ect $anufacturing f. .O$ 1(epartment' "esources2 g. $"& h. &urchasing i. Order $anagement :. Warehouse $anagement 1installed' but not implemented2 k. 3ontracts >ote After creating a pro:ect in 5W&' you should assign this pro:ect in &ro:ect $anufacturing parameters screen before sending the material re4uirements to $"& and Oob creation. 1>avigation &ro:ect $anufacturing' &ro:ect (efinition' &ro:ect &arameters2. Otherwise Oob 3reation process will fail to recogni-e the pro:ects created and will result in error. #. &roduction &re-"e4uisites a. 5W& b. Inventory c. WI& d. 6A$ e. &ro:ect $anufacturing f. .O$ 1(epartment' "esources2 g. $"& h. &roduction &lanning i. Oracle Auality :. Service 1Service "e4uest2

Oracle 3onfidential (ate );9*<9)**; *# *) ** &age #=9#=