To perform the required setup steps for the two-step material delivery process:There are two activities involved in delivering material from stores to a work order. First, a Material Issue Request is generated (Move Order in Oracle Inventory) to request the material to a work order. You may automate this process upon work order release by selecting the Enable Material Issue Requests check box in the Enterprise Asset Management Parameters (See: Defining eAM Parameters). You may override this setting at the work order level. The Auto Request Material check box is located in the Material Requirements window. (See: Routine Work Orders). The second activity involves Material Issue Verification (Move Order in Oracle Inventory), and is generated when you access the Stores tab and select material for a work order, based on available, unprocessed move orders. A one-step material issue is a substitute for these two activities; a request is not created.
If the Material Issue Request process is not automated, you can perform a manual request within the Request all Materials page, located on the Work Orders tab.
You can also run the Work Order Component Pick Release concurrent program to perform the material allocation for a group of work orders.
You can also run the EAM Work Orders Component Pick Release concurrent process from the Reports tab under the Maintenance Super User (self-service) responsibility.
To perform the required setup steps for the two-step material delivery process:Prerequisites
Define a Default Pick Slip Grouping Rule within the WIP Parameters window.
This information is used when pick slips are created for the material issue requests, detailing subinventory and locator information.
Decide if your organization will allocate serial numbers.
If No, then the quantity of the material issued is allocated and no serial numbers are allocated. The picker then enters the picked serial numbers from the available serial numbers.
If Yes, then the serial numbers are allocated during the material request, and therefore, are not available for any other transaction.
Navigate to the Work In Process Parameters window.
Select the Other tab.
Select a Default Pick Slip Grouping Rule. This information is used when pick slips are created for the material issue requests, detailing subinventory and locator information.
Save your work.
Navigate to the Organization Parameters window.
Select the Revision, Lot, Serial tab.
Select an Allocate Serial Numbers value. If you select No, the quantity is allocated, but individual serial numbers are not. If you select Yes, you can allocate serial numbers when material requests are created. These serial numbers are not available to any other transaction.
Organizations typically select No, enabling the picker to enter the picked serial numbers. In most cases, the requestor is not partial to specific serial numbers.
Save your work.
Running the Work Order Component Pick Release Concurrent Program:Prerequisites
The work orders must meet the following criteria:
Work order has a status of Released.
The Enable Material Issue Requests option is selected at the work order level.
There is an open quantity for the material requirements.
The Auto Request Material option is selected for the material requirement lines.
The concurrent program will select only the material requirement lines from work orders that have the Auto Request Material option set to Yes.
Using this concurrent program enables you to perform material allocation for work orders that were released earlier with insufficient on-hand material, but now have sufficient on-hand quantity for the material allocation.
Follow these steps to run the Work Order Component Pick Release concurrent program:
Navigate to Enterprise Asset Management > Work Orders > Work Order Component Pick Release, or Maintenance Super User > Reports > EAM Work Orders Component Pick Release.
Select the work orders to which you want to perform material allocations.
Only work orders with a status of Released and that have open material quantity are available for selection.
The following list of parameters will be used to select work orders to perform material requirement allocations:
| Parameter | Type | Default Value | Field/LOV |
|---|---|---|---|
| Days forward | Mandatory | 1 | To enter Number of days |
| Pick slip grouping rule | Mandatory | Default rule specified in WIP parameters (PICKSLIP_GROUPING_RULE_NAME in WIP_PARAMETERS_V) | Pickslip grouping rules LOV (PICK_SLIP_RULES in WSH_PICK_GROUPING_RULES |
| Print Pick slips | Optional | Yes | LOV values 'Yes' and 'No' |
Example
Days forward : The number of days into the future to consider material requirements for the pick release.
If the Days forward value is entered as 3, then the program selects the work order material lines whose Date Required is less than or equal to the 'sys date + 3'.
Click the Submit button.
To generate a Material Issue Verification:Assuming that you have set the eAM Parameters to automatically create a Material Issue Request upon work order release, the following procedures execute the Material Issue Request; they physically allocate material to a work order.
Navigate to the Stores tab (Maintenance Super User: Stores tab).
The system defaults the Simple search mode. Enter at least one of the following fields in both the Simple and Advanced search modes.
Optionally enter a Material Request Number to narrow your results to that request.
Optionally enter a Work Order Number to narrow your results to only requests belonging to one work order.
Optionally enter a specific Material to narrow your results to only Material Issue Requests requiring that Material.
Optionally enter a Subinventory to narrow your results to a specific Subinventory.
Using the Advanced search mode (Advanced button), optionally enter a material request Line Number to narrow your results to only specified lines on a request.
Optionally enter an Operation number to narrow your results to only requests belonging to a specific operation on a work order.
Optionally select a value from the Add Another list of values, and then choose Add.
Optionally enter a Locator if a Subinventory was selected and requires a Locator.
Optionally entered a Created By value. This is the person that created the material request.
Choose Go to display Material Issue Request information in the Results region.
The results region is divided between Material with no Lot or Serial Control and Material with Lot or Serial Control.
The Issue Qty value defaults from the material requirements. You can update it.
Optionally select a Reason for the Material Issue.
Optionally enter a Reference.
Optionally select the Delete Remaining Allocation check box to delete the remaining, unissued quantity, if the Issue Qty is lower than the allocated amount within the material requirements. Otherwise, it will save.
For results within the Material with no Lot or Serial Control region, optionally select the Replace Rebuild Details pencil icon to specify a Serialized Rebuildable to issue to the current work order. This icon is enabled if the associated work order is for Rebuildable Inventory maintenance. After selected, you can indicate the following within the Replaced Rebuild Details page:
Rebuild Item - defaults as the current Rebuild Item; you can update it.
Rebuild Serial Number - optionally enter if you know what serial number is coming out (for serialized rebuilds only).
Rebuild Activity - the activity you want to associate with the created rebuild work order
Rebuild Work Order - the name of the work order created for the replaced Rebuildable Item
If you specify a replaced rebuildable item, a work order generates for the replaced rebuildable item because it is most likely problematic and you can have it repaired. If a serial number is provided for the replaced Rebuildable Item, it is removed from the asset's hierarchy and the configuration history is updated.
If nothing is specified within the Replaced Rebuild Details page, the replaced rebuild defaults as the same rebuild item that you are issuing. A work order is created for the replaced rebuild item.
Optionally select the Delete icon to delete the current material allocation. You might want to use this feature if you wish to free material and use it within the One-Step process.
Optionally for results within the Material with Lot or Serial Control region, select the Enter Serial Numbers pencil icon to specify a specific serial number to issue to the current work order.
Select the Select check box on the rows that you want to verify (allocate the material to the current work order), then choose Export. The material is now available for the work order.
Note: Ensure that the requested material is available in subinventories that are enabled for picking. Enabled subinventories might be governed by picking rules. See: .Defining Picking Rules
To perform a one step material issue:A one-step material issue is a substitute for the Material Issue Request and Material Issue Verification activities; a separate request is not created. This is performed if the Enable Material Issue Requests check box is not selected in the eAM Parameters (See: Defining eAM Parameters).
Navigate to the Stores tab.
Select the One Step Material Issue sub-tab.
Select the work order that you wish to issue material. It must be enabled for material issue requests. See: Routine Work Orders.
Click the Go button.
You can perform one-step material issues to work orders in different unit of measures (UOMs).
Click the UOM field for the specific material issue. All other UOMs defined for that material will be available for selection.
If the default UOM is changed, then the Issued Qty field will display the default issued quantity converted to the new UOM.
Click the Show/Hide link for the material to view material details.
Details associated with the default UOM appear.
The converted quantity based on the transaction (new) UOM displays in the Required Qty, Allocated Qty, and Open Qty fields.
Click the icon in the On Hand Details column to view the on-hand quantity details for the material.
The system displays on hand quantity for the material issue in the user-selected transaction UOM.
Close the popup window.
Enter values for the sub-inventory, locator, lot, serial information, and so on.
You can search to add inventory items by using one of these options:
Item
Description
Cross Reference
Cross Reference Description
Manufacturer
Manufacturer Part Number
Click the Select radiobutton for the item to be added.
Click the Select button.
Optionally select the specific Operation to view results on existing one step material issues that were issued to that operation. Only operations existing within the selected work order are available.
Optionally select a specific Material if your query is to view the existing one step material issues.
Choose Go. All planned material appears in the Select Material(s) region. Planned material is material that exists in the work order's material requirements. See: Defining Inventory Material Requirements.
Within the Select Material(s) region, optionally select unplanned Material (material not part of the work order's material requirements) to issue to the current work order.
Select an Operation to which to issue the material. The UOM defaults to the current Material's UOM.
Select the Quantity of the material that you are issuing to the work order.
Optionally select a Subinventory to pull the material from in Inventory.
If you previously selected a Subinventory requiring a Locator, select a Locator.
If the current material is lot controlled, select a Lot.
If the current material is serial controlled, select From and To Serial numbers.
Optionally select a Revision.
If the material is Rebuildable Inventory, optionally click the Replaced Rebuild Details button to specify the replacement Rebuildable Item information for the current Rebuildable Item. After selected, you can indicate the following within the Replaced Rebuild Details page:
Rebuild Item - defaults as the current Rebuild Item; you can update it.
Rebuild Serial Number - optionally enter if you know what serial number is coming out (for serialized rebuilds only).
Rebuild Activity - the activity you want to associate with the created rebuild work order
Rebuild Work Order - the name of the work order created for the replaced Rebuildable Item
If you specify a replaced rebuildable item, a work order generates for the replaced rebuildable item because it is most likely problematic and you can have it repaired. If a serial number is provided for the replaced Rebuildable Item, it is removed from the asset's hierarchy and the configuration history is updated.
If nothing is specified within the Replaced Rebuild Details page, the replaced rebuild defaults as the same rebuild item that you are issuing. A work order is created for the replaced rebuild item.
Optionally select the Details Show/Hide toggle button.
Optionally select a Reason for the current issue.
Select the Date required for the material to the work order. Today's date and time defaults.
Optionally enter a Reference.
Select the Select check box next to the lines you are issuing to the current work order.
Choose Issue.
