Routine Work Orders

Routine Work Orders are normally created by a Planner from the Maintenance Workbench, and are also created using a menu option. Material and resource planning  is used at each status of the routine Work Order.

To manually create a Work Order
Navigate to the Find Work Orders window and Choose New
The header information displays general information about the Maintained Number and the type of work required.

1.1 The Work Order number is assigned by the system and can be updated.
1.2 Enter a Maintained Number requiring maintenance. The Maintained Group defaults.
1.3  Select an Activity from the list of values. Only Activities associated with this Maintained Number are available.
Note: If this Work Order was previously created, you can add an Activity, as long as the Work Order is at an Unreleased or Draft status, or an Activity was not previously defined. If any tasks, material, or resource requirements exist, these must be deleted before adding an Activity to a pre-existing Work Order After you select an Activity, the system loads the associated maintenance BOM (material)  and maintenance route (resources) associated with the Activity. After an Activity is saved to a Work Order, you can no longer change or delete the Activity.
1.4 Enter a WIP accounting Class code to represent the charge (expense) accounts associated with the Maintained Number. This can default from the Maintained Number and can be updated.
1.5 Enter the Status. For example, Unrelease, Released, On Hold, and Draft. Certain transactions update this status automatically, including Work Order Completion.
1.6 Optionally, select a Work Order Type from the list of values. Work Order Types enable you to differentiate Work Orders, for example, Routine, Preventive, Rebuild, 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 Activity and Work Order.
1.7 The Instance Number field tracks the number of instances the current Work Order has been updated. This field is disabled.

Scheduled Dates region
2.1 In the Scheduled Dates region, enter the scheduled Start date of the Work Order if it is to be 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.
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. Otherwise, the WIP scheduler calculates the dates.
2.2  Enter a scheduled Completion date to be used for backward scheduling. This indicates the requested end by date of 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 .

Main Tab
3.1 Optionally, select a Priority Code from the list of values. For example, High, Medium, or Low.
3.2 The Shutdown Type defaults from the Activity. This helps the planner group Work Orders that may require shutdowns, so that they can be planned together.
3.3 If the Firm check box is checked, planning and scheduling does not adjust the schedule, regardless of material or resource availability. This check box defaults as checked or cleared, depending on the Auto Firm On Release check box setting, established in the Enterprise Asset Management Parameters setup for the current organization. This defaults only after the Work Order is released.
If the check box is selected, the end date is calculated based on the Work Order duration. The scheduler automatically calculates the duration based upon the operations (resource duration setup) on the Work Order. This check box is
updateable for a Work Orders at Draft, Released, Unreleased, On-Hold, or Cancel statuses .
3.4 Optionally, select the Tagout Required check box to indicate that the Area needs to be secured for operations required for carrying out this Work Order. Tags are generally printed and placed on a Maintained Number, warning the plant that
the Maintained Number is shutdown and should not be started. This check box helps the planner isolate those jobs that require a tagout.
To store tagout documents using the Attachments feature:
a. Select the paperclip Attachments icon to attach relevant tagout documents. You can attach URL, file, or text attachments.
3.5 The Planned check box is selected if the current Work Order was created from forecasted Work Orders
3.6 Optionally, select the Enable Material Issue Requests check box to enable eAM to manage material availability to the current Work Order. Material is physically available to a Work Order via the material request and verification process.

Activity tab

4.1  Optionally select an Activity Type from the list of values. This code indicates the type of maintenance for this Activity. It is used when defining a job or a standard job, for example, Inspection, Overhaul, Lubrication, Repair, Servicing,
or Cleaning. This can default from the Activity.
4.2 Optionally, select an Activity Cause from the list of values to specify what situation caused this work to be generated, for example, Breakdown, Vandalism, Normal Wear, or Settings. This can default from the Activity.
4.3 Optionally, select an Activity Source from the list of value to specify reasons Activities need to be executed, for example, Warranty Compliance, OSHA Compliance, or Military Specification Requirements. This can default from the
Activity egion. The Owning Department defaults in from the selected Maintained Number . This indicates the persons or department responsible for this Maintained Number.
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. Otherwise, the WIP scheduler calculates the dates.
Note: When viewing a rebuild Work Order, the owning department defaults from the owning department of its parent
Work Order.

Project TAB

5.1 Optionally, select the Project tab. This tab is enabled only if Project Manufacturing is installed and enabled.
a. Optionally, select a Project from the list of values.
b. Optionally, select a Task from the list of values.

Rebuild tab

6.1 You can select the Rebuild tab if this Work Order is created for a rebuildable item.

6.2  Optionally, select the Work Request tab to display Work Requests associated with this Work Order. You can add Work Requests to a Work Order by selecting a Request Number from the list of values. Only Work Requests at an Awaiting
Work Order status are available in the list of values. You can link multiple Work Requests to a single Work Order. However, only one Work Order can be associated with a Work Request. You can de-link a Work Request from a Work Order.
To de-link a Work Request from a Work Order:
a. Highlight the Work Request.
b. Choose Delete.

Service Request tab
7.1 Optionally, select the Service Request tab to display Service Requests associated with this Work Order.
7.2 Select the Bill, Routing tab. This tab enables you to select alternate, predefined BOMs and Routings. See: Setting Up Maintenance Bills of Material and Defining Maintenance Routes, Oracle Enterprise Asset Management Implementation Guide.
After the alternate BOM and Routing are selected, the system uses the associated items and assign the associated resources needed to execute this Work Order.

8.1 Optionally, choose Operations to prepare necessary operations. These operations default from the maintenance route  associated with the current Activity, but can optionally be updated.

8.2 Optionally, choose Materials to view or update the associated Maintained Number’s items list. From the Material Requirements window, you can optionally choose Select Materials to add this Asset BOM to the material requirements for the current Work Order.

8.3 Optionally, choose Resources to view or update the resources assigned to each operation.

8.4 Optionally, choose Asset Route to view the Asset Route associated with the current Work Order’s Maintained Group. You might need to perform one Activity on multiple Maintained Numbers. To eliminate the possibility of creating multiple Work Orders for the same Activity, you can define Asset Routes.
You can only choose Asset Route if an Asset Route is associated with the current Maintained Number.

8.5 Optionally, choose Costs to view Work Orders falling in the specific accounting periods, specified in the Accounting Information by Period region. Accounting Periods are defined within Oracle General Ledger.
Actual Costs: This is the accumulation of all cost for material and resource transactions for the Maintained Number’s associated maintenance Work Orders, based on a specified period.

8.6 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.
Estimated Costs: A BOM (material parts list) and routing (resources) can be associated with a Work Order. When you select Estimated Costs type from the list of values, the estimated costs of all material and resources associated with a Work Order appear, enabling you to budget costs.
Variance Costs: The difference between the actual costs recorded and estimated costs.
Material: All material and material overhead transaction costs appear.
Labor: All employee resource and resource overhead transaction costs appear.
Equipment: All material resource and resource overhead transaction costs appear.

8.7 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.

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