To create rebuild work orders:Rebuild work orders are created as child work orders.
For example, a work order was issued for the inspection of a pump. During the pump inspection, you found that the motor, one of the components of the pump, is problematic. You have two options: You can repair and then reinstall this motor (rebuildable item), or you can replace the rebuildable item by issuing a new motor rebuildable item from inventory. If you choose to perform a material issue from inventory, the old motor rebuildable item attaches to the work order, automatically creating the child, the rebuild work order number associated to the parent work order. In this case, the asset number genealogy would automatically update to identify this new item number. See: Overview of Inventory Transactions, Oracle Inventory User's Guide.
If you choose to repair and then reinstall the problematic motor rebuildable item, you can manually create the child rebuild work order for the old motor (rebuildable item).
The instructions below show you the option of creating a rebuild work order without issuing any new material. The rebuildable item is replaced back into the asset (motor placed back into the pump, for example), and does not go to a subinventory when the work order is completed. In this case, the asset number genealogy is not updated.
To create rebuild work orders:Navigate to the Rebuild Work Orders window (Work Orders > Rebuildable Work Orders).
Note: This function is available for those users with responsibilities and roles that include function, EAM_WO_DETAILS_MODE, with their associated menu. Otherwise, you can only view work orders, and cannot update associated asset hierarchy, work order hierarchy, material, resource, operation, cost, collection plan results, work request, and attachment information. See: Implementing Function Security, Oracle Applications System Administrator's Guide - Security.
Choose New.
The header information displays general information about the rebuildable item and the type of work required.
A work order number is assigned, but you can update it.
Optionally enter a Description for this work order, up to 240 characters.
Optionally select an Asset Number (serial number) from the list of values (See: Defining Rebuildable Items and Generating Serial Numbers.
Enter or select a Rebuild Item requiring maintenance.
Optionally select a Rebuild Activity.
Only activities associated with this Rebuildable Item are available (See: Rebuildable Item/Activity Association). If an activity does not exist, you can add operations, and material/resource requirements to this work order manually. See: Defining Material Requirements, Defining Resource Requirements, and Preparing Work Order Operations. If an activity does exist, you can update the material and resources by choosing the Materials or Resources buttons from this window or by utilizing the Maintenance Workbench (See: Using the Maintenance Workbench).
Enter a Class code.
This represents the charge (expense) accounts associated with the asset number. This defaults from the asset number (See: Defining Asset Numbers) and can be updated.
Enter the Status. For example, Unreleased, Released, On Hold, and Draft. Certain transactions update this status automatically, including Work Order Completion, for example (See: eAM Work Order Statuses).
The Pending check box value determines whether the work order has reached the status above or is still pending, due to workflow. If the check box is clear, the Status reflects the current state. If the check box is selected, the Status reflects a desired target state that is not yet reached due to pending activity, such as a workflow approval that is still in progress.
If this is a child work order in a work order network and Parent Child is populated in the Relationship Type field, the Parent work order is populated in this field.
This field is also populated if you selected a Rebuild Source work order, within the Rebuild tab.
The Relationship Type field indicates the type of Relationship associated with the work order.
Valid relationships are Parent Child, End to Start Dependency, Cost, and Follow-up Work. Manage complex maintenance jobs through these four types of work order relationships. See: Work Order Relationships.
Parent Child: This relationship enables a network of work orders, which includes one top level work order that defines the time line of all its child work orders.
The start and end dates of the child work orders are within the start and end dates of the parent work order. A child work order can be parent to another work order. One parent can have multiple children, but one child can have a single parent.
End to Start Dependency: You can create work orders with scheduling dependency relationships (including child sibling work orders). For example, one work order's scheduled start date is dependent on another work order's completion. With this relationship, the next work order cannot be created until the prior work order for the current asset is completed.
Cost: You can roll the child work order costs into the parent work order, for reporting purposes.
You can base the cost roll up, within a hierarchy, on scheduling relationships. Scheduling relationships are not required to roll up costs within a hierarchy. You can create a cost reporting hierarchy that is different from the scheduling hierarchy.
Follow-up Work: You can create a work order for the current capital asset number or Rebuildable Item, while executing work for the asset on another work order. For example, a second problem with the asset is discovered while executing a work order. A follow-up work order, associated with the original work order, is created for the issue. This is independent of scheduling or cost relationships.
In the Scheduled Dates region, enter the work order's scheduled Start date if it is based on a forward schedule.
The scheduling process uses this date as a starting point to calculate the scheduled end date and duration for allocated resources and material. If the material/resources are not available by this date, the scheduling process moves the start date forward (See: eAM Scheduling).
Note: Actual dates are entered at operation and work order completion. Scheduled dates are calculated by the Enterprise Asset Management scheduler if you have Oracle Manufacturing Scheduling enabled (See: Overview of Setting Up, Oracle Manufacturing Scheduling User's Guide). Otherwise, the EAM scheduler calculates the dates.
Enter a scheduled Completion date for backward scheduling. This date indicates the requested end by date for the work.
The scheduling process uses this date as a starting point to calculate the scheduled start date and duration for allocated resources and material. If the material and resources are not available by that date, the scheduling process moves the start date backwards to ensure completion by the required end date (See: eAM Scheduling).
Note: Actual dates are entered at operation and work order completion. Scheduled dates are calculated by the Enterprise Asset Management scheduler if you have Oracle Manufacturing Scheduling enabled (See: Overview of Setting Up, Oracle Manufacturing Scheduling User's Guide). Otherwise, the EAM scheduler calculates the dates.
Within the Main tab, the Department defaults from the selected asset number (See: Defining Asset Numbers). This indicates the persons or department responsible for this asset number.
Optionally select a Priority. For example, High, Medium, or Low.
Optionally select a Work Order Type. Work order types enable you to differentiate work orders, for example, Routine, Preventive, Emergency, or Facilities.
Maintenance management can use this information to sort and monitor work activity for reporting and budgeting. Work Order Types are referenced in the work order. For information on how to create valid values within the available list of values, See: Work Order Types.
The Shutdown Type defaults from the Rebuild Activity. This helps the planner group work orders that may require shutdowns, so that they are planned together.
If the Firm check box is selected, planning and scheduling does not adjust the schedule, regardless of material or resource availability (See: Overview of Planning and Scheduling).
This check box defaults as selected or cleared, depending on the Auto Firm on Release and Auto Firm on Create check box settings, established in the Enterprise Asset Management Parameters setup for the current organization (See: Defining eAM Parameters). This defaults after the work order is Released, if you select the Auto Firm on Release check box, and defaults immediately if you selected the Auto Firm on Create check box.
If the check box is selected, the end date is calculated, based on the work order duration. The scheduler automatically calculates the duration based on the operations (resource duration setup) on the work order. You can update this check box for work orders at Draft, Released, Unreleased, On-Hold, or Cancel statuses (See: eAM Work Order Statuses).
If the Firm check box is selected, you can still manually reschedule a resource on the work order, thereby updating the dates on its corresponding operation and work order.
Optionally select the Notification Required check box.
Optionally select the Tagout Required check box to indicate that the area must be secured for operations required to execute this work order.
Tags are generally printed and placed on an asset, warning the plant that it is shutdown and should not be started. This check box helps the planner isolate those jobs that require a tagout.
Select the paperclip Attachments icon to attach relevant tagout documents. You can attach URL, file, or text attachments. See: Defining Work Order Documents.
The Planned check box is selected if the current work order was created from forecasted work orders (See: Preventive Maintenance Work Orders).
Optionally select the Enable Material Issue Requests check box to enable eAM to manage material availability for the current work order.
Material is physically available to a work order via the material request and verification process.
Optionally enter Failure Information (See: Failure Analysis Overview).
The Failure Information region appears if the Failure Code Required value is set to Yes, within the Failure Set definition (See: Defining Failure Codes and Sets).
If the Failure Entry Required check box is selected, Failure Code entry is mandatory during work order completion.
The Material Shortage region enables you to view material availability. This region populates, after you have saved the work order.
The Material Shortage field displays whether there is a shortage of the material (at that moment in time) that is needed to complete the work order's operations. This status helps you to determine when to start work. For example, if there is a material shortage, you typically would not start work. The process that populates this field considers both stocked and direct items. For stocked items, the Work Order Material Shortage process determines whether all of the inventoried material within the work order's associated BOM is available to transact (ATP is excluded). For direct items, the work order Material Shortage process determines if all of the direct items that are included within the work order's associated BOM are received into Inventory. This process should be set to automatically execute periodically, but you can execute it from the menu at any time.
You can choose Check Shortage to view the shortage details.
Optionally select the Activity tab to select alternate, predefined BOMs and Routings. See: Setting Up Maintenance Bills of Material and Defining Maintenance Routes.
After the alternate BOM and Routing are selected, the system uses the associated items and assigns the associated resources needed to execute the work order.
Optionally select an Activity Type. This code indicates the type of maintenance for this activity and is used when defining a job or a standard job, for example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning. This value defaults from the activity (See: Defining Activities).
Optionally select an Activity Cause to specify what situation caused this work to generate, for example, Breakdown, Vandalism, Normal Wear, or Settings. This value defaults from the activity (See: Defining Activities).
Optionally select an Activity Source to specify reasons activities need execution, for example, Warranty Compliance, OSHA Compliance, or Military Specification Requirements. This value defaults from the activity (See: Defining Activities).
Optionally select the Project tab. This tab is enabled if Project Manufacturing is installed and enabled.
Optionally select a Project.
Optionally select a Task.
You can select the Rebuild tab to select a Rebuild Source work order. This work order is the parent to the current child work order. The Charge Asset field is populated with the parent work order's associated asset.
Optionally select the Request tab to display service and work requests associated with this work order. You can add service or work requests to a work order by selecting a service request or request number. Work requests at an Awaiting Work Order status and Maintenance Type service requests are available for association. You may associate multiple work requests to a single work order, but one work order can associate with a service request. You can associate a service request to multiple work orders. You can dissociate a work request from a work order.
Highlight the Work Request.
Choose Delete.
Optionally select the Approval History tab to view the work order's approval history. A work order might require approvals or notifications at different stages of its lifecycle. For example, organizations typically want an approval process in place before a work order is released. Workflow automates this process. You can initiate Workflow to generate notifications, approvals, transactions, and update a work order status. You can enable the Workflow for Work Orders option within the eAM Parameters (See: Defining eAM Parameters). You can set up Business Events and Event Subscriptions (or use seeded events and subscriptions) within Oracle Workflow to indicate what events trigger Workflow. Seeded events that you can enable to trigger Workflow are: Work Order creation, Work Order release approval, Work Order completion, Work Order status change, Operation completion. See: Setting Up Oracle Workflow, Setting Up the Business Event System, and Defining Work Order Statuses).
Optionally choose Operations to prepare necessary operations. These operations default from the maintenance route (See: Defining Maintenance Routes) associated with the current activity, but you can add or update them (See: Preparing Work Order Operations).
Optionally choose Materials to view, add, or update the associated asset number's items list (See: Setting Up Maintenance Bills of Material and Defining Material Requirements). From the Material Requirements window, you can optionally choose Select Materials to add Materials from the Asset BOM to the material requirements for the current work order.
Optionally choose Resources to view, add, or update the resources assigned to each operation. See: Defining Resource Requirements.
Optionally choose Relationships to manage work order schedules and view work order details. This button is enabled if a Relationship Type was previously selected. See: Work Order Relationships
Optionally choose Asset Route to view the Asset Route associated with the current work order's Asset Group. You might need to perform one activity on multiple asset numbers. To eliminate the possibility of creating multiple work orders for the same activity, you can define Asset Routes. See: Defining Asset Routes.
You can choose Asset Route if an Asset Route is associated with the current asset number.
Optionally choose Costs to view the costs of work orders falling in the specific accounting periods, specified in the Accounting Information by Period region. Accounting Periods are defined within Oracle General Ledger. See: Defining Period Types and Defining Calendars.
Optionally select a work order, then choose Value Summary to view a summary of the actual, estimated, and variance costs for labor hours, equipment hours, and material against the current work order.
Actual Costs: This is the accumulation of all costs for material and resource transactions for the asset number's associated maintenance work orders, based on a specified period.
Estimates: A BOM (material parts list) and routing (resources) can associate with a work order.
When you select the Estimates tab, the estimated costs of all material and resources associated with a work order appear, enabling you to budget costs.
Variances: The difference between the actual costs recorded and estimated costs.
Material: All material and material overhead transaction costs.
Labor: All resource and resource overhead transaction costs associated with personnel.
Equipment: All material resource and resource overhead transaction costs.
Optionally choose Details to view actual, estimated, and variance costs for labor hours, equipment hours, and material for specific operations of the current work order.
Save your work.
After saving a work order, you can optionally associate asset attachments: (M) Tools > Copy Asset Attachments
Note: A requirement for rebuild work orders that are created automatically via a material transaction is that the completion subinventory must be an expense subinventory (See: Subinventory General Ledger Account Fields and Work Order Completion).
Note: A rebuild work order's owning department defaults from the owning department of its parent work order. This is viewable when you select the Main tab.
