没有合适的资源?快使用搜索试试~ 我知道了~
Oracle Field Service Implementation Guide Release 11i
需积分: 1 0 下载量 150 浏览量
2023-03-31
16:30:53
上传
评论
收藏 1.13MB PDF 举报
温馨提示
试读
160页
Oracle Field Service Implementation Guide Release 11i
资源推荐
资源详情
资源评论
Oracle® Field Service
Implementation Guide
Release 11i
Part No. B14171-02
April 2005
Oracle Field Service Implementation Guide, Release 11i
Part No. B14171-02
Copyright © 200
2, 2005, Or acle. All rights reserved.
Primary Author: Ro bert Haswell
The Programs (w hich include both the software and documentation) contain propriet ary informat ion; they
are provided un der a license agreement containing re strictions on use and disclosure and are also protected
by copyrig ht, patent, and other intellectual and industrial property laws. Reverse engineering, dis assembly,
or decompilation o f the Pro grams, except to the extent requi red to obtain interoperability with other
independently created software or as specified by law, is prohibited.
The informati
on contained in this d ocument is su bject to change without notice. If you find any problems
in the documen
tat i on, please report them to us in writing. Th is document is not warranted to be er ror-free.
Except as may b
e expressly permitted in your license agreement for these Programs, no part of these Programs
may b e reprod u
ced or transmitted in any form or by any means, electronic or mechanical, for any purpose.
If the Programs are delivered to the United State s Government o r anyone licensing or using the Programs on
behalf of the United States Government, the following notice is applicable:
U.S. GOVERNMENT RIGH TS
Programs, software, databases, and related documentation and technical data delivered to U.S. Government
customers are "c ommerc ial computer software" or "commercial technical data " pursuant to the applicable
Federal Acquisition Regu lation and a gency-spe cific supplemental regulations. As such, u se, duplication,
disclosure, modification, and adaptation of the Programs, including documentation an d technical data, shall be
subject to th e licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent
applicable, the additional rights set forth in FAR 52 .227-19, Com mercial Compu ter Software--Restric ted Rights
(June 1987). Oracle Corporation, 500 Oracle Parkway, Red wood City, CA 94065.
The Programs
are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently
dangerous ap
pli cati ons. It shall be the licensee's responsibility to take all appropriate fail-safe, backup,
redundancy a
nd other m easures to ensure the safe use of such applications if the P rograms are used for such
purposes, an
d we disclaim liability for a ny damages caused by such use of the Programs.
The Programs may provide links to Web sites and access to content, products, a nd servic es from third parti es.
Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear
all risks associated with the use of such content. If you choose to purchase any products or se rvices from
a third party, the relationship is di rectly betwee n you and the th ird party. Or acle is not responsible for: (a)
the quality of third-party products or ser vic es; or (b) fulfilling any of the terms of the agreement with the
third party, including delivery of products or se rvices and warranty obligations related to purchased products
or services. Oracle is not responsible for any loss or damage of any sort that you may incur from deali ng
with any third par ty.
Oracle is a re gistered trademark of Oracle Corporati on and/or its affiliates. Other names may be tradema rks of
their respective owners.
Contents
Send Us Your Comments
Preface
1 Introduction
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1- 1
Oracle Field Service Suite Over view . . . . . . . . . . . . . . . . . . . . . . . . . 1- 1
Oracle Field
Service Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . 1- 3
2 Technology
, Requirements, and Performance
Technology a
nd Requirements Summary . . . . . . . . . . . . . . . . . . . . . . 2- 1
Architectural Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2- 1
Minimum Software and Hardware Requirements . . . . . . . . . . . . . . . . . . . 2- 5
3 Dependencies, Verification and Task Sequence
Summary of Depende ncies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3- 1
Mandatory De
pendencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3- 1
Conditional Dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3- 2
Installation and Dependency Verification . . . . . . . . . . . . . . . . . . . . . . 3- 2
Implementat
ion Task Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . 3- 3
4 E-Business
Suite Application Implementation Tasks
Summary of Im
plementation Tas ks . . . . . . . . . . . . . . . . . . . . . . . . . 4- 2
Setting Up the System Administrator . . . . . . . . . . . . . . . . . . . . . . . . 4- 3
Defining Key Flexfields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4- 5
Defining Cal
endars, Currencies, and Set of Books . . . . . . . . . . . . . . . . . . 4- 6
Define a Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4- 6
Define Currencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4- 7
Define a Set o
f Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4- 7
Open and Close Accounting periods . . . . . . . . . . . . . . . . . . . . . . . . . 4- 8
Confirming Setup of Employees . . . . . . . . . . . . . . . . . . . . . . . . . . 4- 8
Confirming Se
tup of Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . 4- 8
Confirming Setup of Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . 4- 9
Define Unit of Measurement . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10
iii
Check Profile Option for Operating Unit Setting . . . . . . . . . . . . . . . . . . . 4-11
Defining Subi nventories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11
Additional Setup Required for Intransit Subi nventory . . . . . . . . . . . . . . . . 4-12
Set Up Account Alias es . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13
Define Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13
Set Up On Hand Quantity for Items . . . . . . . . . . . . . . . . . . . . . . . . . 4-15
Define Planne rs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15
Define Ship ment Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
Define Freig ht Carriers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
Confirming Se tup of Order Management . . . . . . . . . . . . . . . . . . . . . . 4-17
Setup of Price Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
Oracle Wo rk In Pro cess Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19
Oracle Bills of Material Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19
Oracle Purchas ing Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19
Confirming Se tup of Service Request . . . . . . . . . . . . . . . . . . . . . . . . 4-20
Confirming Se tup of Customer Model 11i (TCA) . . . . . . . . . . . . . . . . . . . 4-20
Confirming Se tup of Territory Manager . . . . . . . . . . . . . . . . . . . . . . . 4-21
Set Territory Manager Profile Option . . . . . . . . . . . . . . . . . . . . . . . . 4-21
Confirming Se tup of Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22
Set up Task Status and Tra nsition Rule . . . . . . . . . . . . . . . . . . . . . . . 4-23
Set up Task Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-23
Set up Task Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24
Set up Task Manager Profile Options . . . . . . . . . . . . . . . . . . . . . . . . 4-25
Confirming Se tup of Escalation Management . . . . . . . . . . . . . . . . . . . . 4-25
Confirming Se tup of Charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26
Confirming Se tup of Knowledge Managem ent . . . . . . . . . . . . . . . . . . . . 4-26
Confirming Se tup of Counters . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26
Confirming Se tup of Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-27
Confirming Se tup of Interaction History . . . . . . . . . . . . . . . . . . . . . . . 4-27
Confirming Se tup of Install Base . . . . . . . . . . . . . . . . . . . . . . . . . . 4-27
Setting up Busine s s P rocesses . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-28
Setting up Transac tion Billing Types . . . . . . . . . . . . . . . . . . . . . . . . 4-29
Confirming Se tup of Contracts Core . . . . . . . . . . . . . . . . . . . . . . . . 4-29
Confirming Se tup of Service Contracts . . . . . . . . . . . . . . . . . . . . . . . 4-30
Confirming Se tup of Assignment Manager . . . . . . . . . . . . . . . . . . . . . . 4-30
Confirming Se tup of Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-31
Defining a Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-31
Defining Calendar Exceptions . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-32
Defining Shifts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-32
Assigning Shifts/Exceptions to Calendar . . . . . . . . . . . . . . . . . . . . . . . 4-32
Assigning Res ou rces to Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . 4-32
5 Field Service Implementation Tasks
Field Service Implementation Task Summary . . . . . . . . . . . . . . . . . . . . 5- 1
Setting up Resource Relations . . . . . . . . . . . . . . . . . . . . . . . . . . . 5- 3
iv
Assigning Territories to Planner Groups . . . . . . . . . . . . . . . . . . . . . . . 5-10
Generating Shift Tas ks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Assigning Resourc es to Subinventories . . . . . . . . . . . . . . . . . . . . . . . 5-13
Activating Automat ic Commitment of Schedu les . . . . . . . . . . . . . . . . . . . 5-14
Defining Material Justification Codes . . . . . . . . . . . . . . . . . . . . . . . . 5-16
Defining Labor Justifi c ation Codes . . . . . . . . . . . . . . . . . . . . . . . . . 5-18
Defining Expense Justific ation Codes . . . . . . . . . . . . . . . . . . . . . . . . 5-20
Set Up Billing Types and Service Activity Codes . . . . . . . . . . . . . . . . . . . 5-22
Set up Skills Manageme nt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-28
Set Up Tasks Custom Color Coding . . . . . . . . . . . . . . . . . . . . . . . . . 5-30
Setting Up Spares Management . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-32
Setting up the Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-44
Setting Up Spatial Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-47
Setting Up Oracle Advanced Sc heduler . . . . . . . . . . . . . . . . . . . . . . . 5-51
Setting Up CRM Gateway for Mobile Devices . . . . . . . . . . . . . . . . . . . . 5-51
Setting Up Field Service/P alm De vices . . . . . . . . . . . . . . . . . . . . . . . 5-51
Setting Up Field Service/L apt op . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-52
Setting up Wireless Option for Service . . . . . . . . . . . . . . . . . . . . . . . . 5-52
6 Preventive Maintenance Setup Steps
Preventative maintenance Setup Summary . . . . . . . . . . . . . . . . . . . . . . 6- 1
Preventive Mainten ance Business Process . . . . . . . . . . . . . . . . . . . . . . 6- 2
Setting Up CMRO for Prevent ive Maintenance . . . . . . . . . . . . . . . . . . . . 6- 3
Implementation Tas k Sequence for Preventive Maintenance . . . . . . . . . . . . . . 6-10
Create Users and Add Preventi ve Maintenance Responsibilities . . . . . . . . . . . . 6-11
Create PM Request Type and Map to Responsibil ities . . . . . . . . . . . . . . . . . 6-12
Create Task Status of ‘Confirm’ . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12
Create Resource Group of Preven tive Maintenance . . . . . . . . . . . . . . . . . . 6-12
Create Preventive Maintenance Territory and Assign Resources . . . . . . . . . . . . 6-13
Create Task Templat e Group s and Task Templates . . . . . . . . . . . . . . . . . . 6-13
Create Master Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-14
Create Counter Groups and Counters . . . . . . . . . . . . . . . . . . . . . . . . 6-14
Create Preventive Maintenance Programs . . . . . . . . . . . . . . . . . . . . . . 6-15
Create Coverage Templ ates for PM Programs . . . . . . . . . . . . . . . . . . . . . 6-26
Set Up Service Program/Warranty for Service Contracts . . . . . . . . . . . . . . . . 6-29
Add Service Program/Warranty Items to Price List . . . . . . . . . . . . . . . . . . 6-30
A Profile Options
Overview of Profile Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . A- 1
v
剩余159页未读,继续阅读
资源评论
weixin_40191861_zj
- 粉丝: 63
- 资源: 1万+
上传资源 快速赚钱
- 我的内容管理 展开
- 我的资源 快来上传第一个资源
- 我的收益 登录查看自己的收益
- 我的积分 登录查看自己的积分
- 我的C币 登录后查看C币余额
- 我的收藏
- 我的下载
- 下载帮助
安全验证
文档复制为VIP权益,开通VIP直接复制
信息提交成功