Saturday, February 13, 2016

Oracle Depot Repair- Third Party Repair

Introduction

Third Party Repair is a new feature in R12 R2 release of Vision.

As a part of this feature, repair can be processed outside Depot through a third party. To enable Third Party Repair, Depot workbench has added two logistic lines which will enable the Depot Repair Manager to handle the logistics between Depot and the Third Party. New Action Types are: Ship Third Party and Return Third Party. Existing Action Types: Return and Ship are used to handle the logistics between Depot and the Customer.



Third Party Repair

Sequence of activities in this Demo:

1. Create Repair Order

2. Receive Customer Product

3. Create a WIP job which has 3 operations.

4. 1st Operation: Triage the issue

5. 2nd Operation: Outside processing Operation

This has two logistic steps: 1. Ship Third Party and 2. Return Third Party

6. 3rd Operation: Inspect quality of the product and Complete the Job

7. Ship the Product to Customer.

Create Repair Order
Procedure

In this topic, we will see how a Repair Order is created.



Responsibility: Depot Repair Manager, Vision Operations

Login as : service/welcome

Step

Action


1.


Open Depot Repair menu


2.


Open Repair Orders form


3.


Click the New button to create a new Repair Order
[Action area of the screen image]


4.


Click Tools and select Find Customer from the list.


5.


Enter the Serial Number "0722AB02" on which the Repair Order has to be created.


[Screen image of this step]

Step

Action


6.


Press [Tab].


7.


Click the Find button.
[Action area of the screen image]



or

Press [Alt+i].


8.


Click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


9.


Make the Contact Type Null.
[Action area of the screen image]


10.


Enter the Summary like "Monitor is Damaged"


11.


Press [Tab].


12.


Press the left mouse button on the Repair Type object.


13.


Click the Save button.
[Action area of the screen image]


14.


Uncheck the Estimate Approval check box as we are going to concentrate on the Third Party feature.
[Action area of the screen image]


15.


Click in the Repair Owner field.
[Action area of the screen image]


16.


Enter the desired information into the Repair Owner field. Enter "Anderson, Steve".

Finally save the form. Note down the Request# and Repair Order#.


17.


In this topic, we have seen how to create a Repair Order on the customer product.



Service Request# 45180

Repair Order# 10909

End of Procedure.


Receive Product for Repair
Procedure

In this topic, we will cover the receipt of the defective product into Depot.

Goto the Logistics tab in the Depot Workbench.

Step

Action


1.


Select the "Process Trans" check box where the Action Type is Return. Then click the Actions list.
[0100001D]


[Screen image of this step]

Step

Action


2.


Click the Receive list item.
[Action area of the screen image]


3.


Click the Go button.
[Action area of the screen image]



or

Press [Alt+o].


4.


This will automatically complete the receiving process and the status of this record will change to Received.
[Action area of the screen image]



or

Press [Alt+Y].


5.


We have received the Defective Product into the Depot subinventory.



Order# 64471

End of Procedure.


Create Job
Procedure

In this topic, let us create a WIP job to fix the repair on the product.

Step

Action


1.


Navigate to Repair Jobs Tab and click the Create Job button.
[Action area of the screen image]


2.


In the Create Job form, Item and Job status will be defauled to AS66629 and Released respectively.

Enter Accounting Class: Expense


[Screen image of this step]

Step

Action


3.


Press [Tab].


4.


Enter Start Date and End Date for the job.


5.


Make sure Select Bills and Routings radio button is selected. Click the Reference field under the Routing region.
[Action area of the screen image]


6.


Enter Reference item as AS66629


7.


Press [Tab].


8.


Enter the Alternate value as "Thirdparty". This Thirdparty routing will have operations including Third Party Processing.


9.


Press [Tab].


10.


Click the Submit Jobs button.

This will fire a concurrent request in the background.
[Action area of the screen image]



or

Press [Alt+J].


11.


Click the Close button.
[Action area of the screen image]



or

Press [Alt+C].


12.


Click the Refresh Jobs... button.
[Action area of the screen image]



or

Press [Alt+b].


13.


Click the Refresh Jobs... button.

Once the background concurrent program is complete, it will display the job created for the Bill and Routing selected.
[Action area of the screen image]



or

Press [Alt+b].


14.


Job is generated and the Job# is CSD10307
[Action area of the screen image]


15.


A job is created to fix the repair.



Job# CSD10307

End of Procedure.


Execute Job: 1st Operation-Triage the Issue
Procedure

In this topic, we will see how the job is getting executed.

This job contains 3 operations:

1st Operation: Triaging the issue @ Depot

2nd Operation: Outside Processing (OSP) @ THIRDPARTY

3rd Operation: Inspection @ Depot

Step

Action


1.


Click the Action list available in the Repair Jobs Tab of Depot Workbench and select Execute Move.



Note:

Assume that 1st Operation of Triaging the issue is done by just inspecting the product.
[Action area of the screen image]

[Screen image of this step]

Step

Action


2.


Click the Go button.
[Action area of the screen image]


3.


Move Transactions form will open.



Select the From Seq field and enter the operation as "10"


4.


Press [Tab].


5.


Step field will default to Queue for the From operation.



In the To Seq field enter the operation number as 20 and tab.
[Action area of the screen image]


6.


Enter Step value as "Queue"



Notice the Department field.

20th operation is having EXTDEP which is an External Department (Thirdparty-Outside Depot)


7.


Press [Tab].



Basically, we are moving the operation from 10 Queue to 20 Queue. This indicates that 10th Operation is completed and moved to the next operations and its in Queue.




8.


Press [Tab].

until you reach the Quantity field


9.


Enter Quantity as 1


10.


Press [Tab].


11.


Click the Save button.
[Action area of the screen image]



or

Press [Alt+S].


12.


Click the Close button.
[Action area of the screen image]


13.


Click the Yes button.
[Action area of the screen image]



or

Press [Alt+Y].


14.


We have completed the 1st Operation(#10) and the item is queued to the 2nd operation (#20)



Note:

Operation#20 is basically a Outside Processing (OSP) Operation or Third Party Operation. The moment we queue the job in operation#20, a requisition and a PO-Release will be generated (in Approved status) in the background. This PO-Release will authorize the Third Party to perform the Depot-OSP operation. On receipt of this PO, Third Party will get paid for the services on this operation. This OSP Services is modelled as an item "Depot OSP" and the Blanket Purchase Order is already created on this item. Whenever a job is queued on this OSP operation, a PO release will be generated based on Blanket PO that was already created and setup here.

End of Procedure.


Ship Product to Third Party
Procedure

In this topic, we will ship the product to the third party through a Third Party logistic line.

[Screen image of this step]

Step

Action


1.


Click in the Action Type field.
[Action area of the screen image]


2.


Click the Process Trans option.
[Action area of the screen image]


3.


Click the LOV button in the Action Type field
[Action area of the screen image]


4.


Select Ship Third party from the Action Type listed and Click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


5.


Click the Service Activity LOV
[Action area of the screen image]


6.


Select Ship to Third Party and Click the OK button
[Action area of the screen image]



or

Press [Alt+O].


7.


Click the serial number field and enter "0722AB02".


8.


Press [Tab].

This will default the item instance.


9.


Click in the PO Number LOV field.
[Action area of the screen image]


10.


This will automatically default a PO number,Third Party Account Number and the Bill-To details.



Note: When we moved the Operation from 10 to 20, a PO release will be generated and the Blanket PO# is 5734.



Third Party associated with this Blanket PO is Northwest Electronic Supply. This Third Party logistic line will automatically pick the Account details for the Third Party.
[Action area of the screen image]


11.


Click the Save button.
[Action area of the screen image]


12.


Click the Automate order processing steps through: option.
[Action area of the screen image]


13.


Click the Book Order option.
[Action area of the screen image]


14.


Click the Process button.
[Action area of the screen image]


15.


Click in the Status field.

Status will show Booked after the processing. Use the Refresh Logistics button to see the change in status.
[Action area of the screen image]


16.


Click the Ship Confirm option.
[Action area of the screen image]


17.


Click the Process button.
[Action area of the screen image]


18.


Click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


19.


Click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


20.


Click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


21.


Click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


22.


Click the OK button.

Now, the status of the logistics line will show Shipped.
[Action area of the screen image]



or

Press [Alt+O].


23.


In this topic, we have shipped the product to the third party account using the third party logistics line.



Third Party SO# 64472

Third Party: Northwest Electronic Supply

Blanket PO# 5734

PO release #1 (As this is the first release on this PO)

End of Procedure.


Execute Job: 2nd Operation-Third Party Processing
Procedure

As per last 2 topics, we are currently in the operation#20 (Outside Processing at Third Party) and the product was shipped to the Third Party through a Third Party logistic line.

In this topic, we will receive the PO so that Third Party will get paid for the repair work. Component will be received in a seperate logistic line which will be detailed in the next topic.

Scenario: Northwest Electronic Supply has repaired the component and its shipped back to Depot.

Step

Action


1.


Switch responsibility to Purchasing, Vision Operations (USA) and click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


2.


Open Receiving menu


3.


Open Receipts menu


4.


Select M1 as the Org and click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


[Screen image of this step]

Step

Action


5.


Enter the desired information into the Purchase Order field. Enter "5734".


6.


Press [Tab].


7.


Click the LOV button of the Release field
[Action area of the screen image]


8.


Release generated for this PO will be listed. Select the Release#1 and click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


9.


Click the Find button.
[Action area of the screen image]



or

Press [Alt+n].


10.


Click the Select Line option.



Note: Depot OSP is the Outside Processing Item which is actually the value addition or repair carried out on the product. Third Party will get paid for this Depot OSP service hours.
[Action area of the screen image]


11.


Click the Save button.

This will generate the invoice which will trigger the payment for the repair service (or Depot OSP hours).
[Action area of the screen image]


12.


Click the Close button.
[Action area of the screen image]


13.


In this topic, we have received the Depot OSP item to trigger payment to the Third Party. Parallely, product will be recieved into Depot which will be detailed in the next topic.

End of Procedure.


Receive Product from Third Party
Procedure

In this topic, we will receive the product from the third party through Third Party logistics line.

Step

Action


1.


Switch responsibility to Depot Repair and click the OK button
[Action area of the screen image]



or

Press [Alt+O].


2.


Search the Repair order using the serial number "0722AB02".


[Screen image of this step]

Step

Action


3.


Click the Find button.
[Action area of the screen image]



or

Press [Alt+i].


4.


Click the OK button.
[0100009E]



or

Press [Alt+O].


5.


Click in the Action Type field.
[Action area of the screen image]


6.


Click the Process Trans option.
[Action area of the screen image]


7.


Click in the Action Type field.
[Action area of the screen image]


8.


Click the Action Type LOV
[Action area of the screen image]


9.


Select Return Third Party from the Action Types and click the OK button
[Action area of the screen image]



or

Press [Alt+O].


10.


Press [Tab].


11.


Click the Service Activity LOV
[Action area of the screen image]


12.


Select Return from Third Party and click the OK button
[Action area of the screen image]



or

Press [Alt+O].


13.


Select the serial number field and enter "0722AB02"


14.


Press [Tab].


15.


Select the Subinv field and enter "Depot"


16.


Click in the Return Reason field.
[Action area of the screen image]


17.


Select Service from the Return Reasons list and click the OK button
[Action area of the screen image]



or

Press [Alt+O].


18.


Click the PO Number field LOV
[Action area of the screen image]


19.


PO# 5734 will populate along with Account and Bill-To details.
[Action area of the screen image]


20.


Click the Automate order processing steps through: option.
[Action area of the screen image]


[Screen image of this step]

Step

Action


21.


Click the Book Order option.
[Action area of the screen image]


[Screen image of this step]

Step

Action


22.


Click the Process button.
[Action area of the screen image]


23.


Click the Actions list.
[010000BB]


24.


Click the Receive list item.
[Action area of the screen image]


25.


Click the Go button.
[Action area of the screen image]



or

Press [Alt+G].


26.


Click the Yes button.
[Action area of the screen image]



or

Press [Alt+Y].


27.


Click the Refresh Logistics button and check the Status of the logistic line. It should change to Received.
[Action area of the screen image]


28.


Using a Third Party logistic line, we have received the product into Depot subinventory from the Third Party Northwest Electronic Supply.



RMA# 64472

End of Procedure.


Execute Job: 3rd Operation -Inspect and Complete Job
Procedure

In this topic, we will be moving to the last operation #30 (Quality Check). After inspection, product will be completed to FGI subinventory.

Step

Action


1.


In Repair Jobs tab, select Execute Move list item from the Actions List.
[Action area of the screen image]


[Screen image of this step]

Step

Action


2.


Click the Go button.
[Action area of the screen image]


3.


Enter the desired information into the Operations: From Seq field. Enter "30".





Note:

When the PO was received, Operation# 20 will be completed and will be moved to Operation #30 Queue.


4.


Enter the desired information into the Operations: From Step field. Enter "Queue".


5.


Enter the desired information into the Operations: To Seq field. Enter "30".


6.


Press [Tab].


7.


Enter the desired information into the Operations: To Step field. Enter "To Move".


8.


Press [Tab].


9.


Click in the Transaction: Quantity field.
[Action area of the screen image]


10.


Enter Quantity = 1 and Press Tab.


11.


Click the Save button.



Note:

Here we are moving the operation from 30 Queue to 30 To move.


[Action area of the screen image]



or

Press [Alt+S].


12.


Click the Close button.
[Action area of the screen image]


13.


Click the Yes button.
[Action area of the screen image]



or

Press [Alt+Y].


14.


Click the Transact Materials list item.
[Action area of the screen image]


15.


Click the Go button.
[Action area of the screen image]


16.


Click the Specific Component option.
[Action area of the screen image]


17.


Click the Continue button.
[Action area of the screen image]



or

Press [Alt+C].


18.


Enter the desired information into the Item field. Enter "AS66629".


19.


Press [Tab].


20.


Click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


21.


Enter the desired information into the Subinventory field. Enter "Depot".


22.


Press [Tab].


23.


Enter the desired information into the Op Seq field. Enter "30".


24.


Press [Tab].


25.


Click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


26.


Click in the Quantity field.
[Action area of the screen image]


27.


Enter the desired information into the Quantity field. Enter "1".


28.


Press [Tab].


29.


Click the Lot / Serial button.
[Action area of the screen image]



or

Press [Alt+r].


30.


Enter the serial number "0722AB02" and hit Tab.


31.


Click the Done button.
[Action area of the screen image]



or

Press [Alt+D].


32.


Click the Done button.
[Action area of the screen image]



or

Press [Alt+D].


33.


Click the Close button.



Note: we have issued the product to WIP job for Final Inspection of the quality.
[Action area of the screen image]


34.


Click an entry in the list.
[Action area of the screen image]


35.


Select Complete Job from the Actions list and click the Go button
[Action area of the screen image]


36.


Click the Continue button.
[Action area of the screen image]


37.


Enter the completion Subinventory as FGI , Quantity = 1 and hit the Lot /Serial button
[Action area of the screen image]



or

Press [Alt+r].


38.


Enter the serial number "0722AB02" and press Tab


39.


Click the Done button.
[Action area of the screen image]



or

Press [Alt+D].


40.


Click the Done button.
[Action area of the screen image]



or

Press [Alt+D].


41.


Click the Close button.

Now we have inspected the component and moved it to FGI subinventory for shipment
[Action area of the screen image]


42.


Click the Refresh Jobs... button.
[Action area of the screen image]



or

Press [Alt+b].


43.


Click in the Job Status field.

Job status will show Complete
[Action area of the screen image]


44.


Inspection is done in Operation #30 and is now available in the FGI inventory for shipment to the customer.

End of Procedure.


Ship Product to Customer
Procedure

All the repair work is done on the product and its ready for shipment. In this topic, we will ship the product to the customer through the ship logistic line which was created at the time of Repair Order creation.

[Screen image of this step]

Step

Action


1.


Click the Process Trans option.
[Action area of the screen image]


2.


Click the Subinv field and enter "FGI".



Note: WIP job was completed to FGI subinventory.


3.


Press [Tab].


4.


Click the Ship Confirm option.
[Action area of the screen image]


5.


Click the Process button.
[Action area of the screen image]


6.


Click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


7.


Click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


8.


Click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


9.


Click the OK button.
[Action area of the screen image]



or

Press [Alt+O].


10.


Click the OK button.

Now, the Status of the line will be Shipped. This indicates that the repaired product is shipped to the customer.
[Action area of the screen image]



or

Press [Alt+O].


11.


Using Third Party Repair feature, we have fixed the customer issue at Northwest Electronic Supply and finally we have shipped it to the customer. This included two additional third party logistic line to track the logistics between Depot and the Third Party.



Note:

Customer can be charged by using Repair Actuals Tab. (Already existing feature)

End of Procedure.

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