How to define Repair Types for Depot Repair Business Process [ID 412088.

1]
Modified 29-APR-2010 Type WHITE PAPER Status PUBLISHED

In this Document
Abstract
Document History
How to define Repair Types for Depot Repair Business Process
Advance Exchange
2. Service Activity Code setup
3. Define Service Activity Code in Business Process
4. Transaction Subtype Setups
5. Repair Type Setup
Exchange
Loaner
1. Log into Apps Local Login
2 Service Activity Code Setup
3 Define Service Activity Code in Business Process
4 Transaction Subtype Setups
5 Repair Type Setup
Repair and Return
1. Log into Apps Local Login
2. Service Activity Code Setup
3 Define Service Activity Code in Business Process
4 Transaction Subtype Setups
5 Repair Type Setup
Walk-In Repair
Loaner, Repair and Return
1. Log into Apps Local Login
2. Service Activity Code Setup
3. Define Service Activity Code in Business Process
4. Transaction Subtype Setups
5. Repair Type Setup
Internal Refurbishment
Summary

Applies to:

Oracle Depot Repair - Version: 11.5.10 to 11.5.10.2 - Release: 11.5 to 11.5

Information in this document applies to any platform.

Abstract

Oracle Depot Repair provides Repair Types that enable service providers to be more efficient in
managing the repair through process automation. Repair Types help to classify the Repair Order and
determine the repair management processes and
logistics to fulfill the repair process.

Oracle Depot Repair supports the following Repair Types:

1. Advance Exchange
2. Exchange
3. Repair and Return
4. Walk-In Repair
 5. Loaner, Repair and Return
6. Internal Refurbishment(Available from 11.5.10 onwards)

Document History

Author : Anil Vasudev

Create Date 10-Apr-2007
Update Date 10-Apr-2007

How to define Repair Types for Depot Repair Business Process

Advance Exchange

This Repair Type is the same as the Exchange Repair Type except that the service depot can send the
item to the customer before the service organization receives the customer's broken item.

1. Log into Apps Local login

Username/password ebusiness /welcome

Responsibility Depot Repair Super User, Vision Operations

2. Service Activity Code setup

(M) > Service request > Setup > Charges > Service Activities and Billing Types
2.1 Return Exchange
2.1.1 Define as Line category as Return
2.1.2 Define Billing Type as Material.
2.1.3 Define Operating Unit and order type and line type
2.1.4 Depot Repair Qty Update – Checked
2.1.5 OM Interface – checked
2.2 Ship Exchange
2.2.1 Define as Line category as Order
2.2.2 Define Billing Type as Material.
2.2.3 Define Operating Unit and order type and line type.
2.2.4 Depot Repair Qty Update – Checked
2.2.5 OM Interface - checked

3. Define Service Activity Code in Business Process

(M) > Service request > Setup > Charges > Service Business Process
Define the Service activity code in the corresponding Business process.
Make sure that the Depot Repair flag has been checked.

4. Transaction Subtype Setups

(M) > Service request > Setup > Charges > Install Base Transaction Type
4.1 Return Exchange
4.1.1 Source block is defined.
4.1.1.1 Reference Reqd is checked
4.1.1.2 Change Owner – Checked
4.1.1.3 Change Owner To – Internal
4.1.1.4 Status = Return Exchange
4.1.1.5 Defined Source Transaction Types as
4.1.1.5.1 Field Service - FIELD_SERVICE_REPORT- IB Update checked
4.1.1.5.2 Order Capture - ORDER_CAPTURE_QUOTES- IB Update checked
4.1.1.5.3 Order Management - RMA_RECEIPT - IB Update checked
3.1.2 Non-source is not defined.
4.2 Ship Exchange
4.2.1 Source block is defined
4.2.1.1 Source block is defined.
4.2.1.2 Reference Reqd is UN checked
4.2.1.3 Change Owner – Checked
4.2.1.4 Change Owner To – External
4.2.1.5 Status = Shipped Exchange
4.2.1.6 Defined Source Transaction Types as
4.2.1.6.1 Order Management - OM_SHIPMENT - IB Update checked
4.2.2 Non-source is not defined.

5. Repair Type Setup

(M) > Depot Repair > Setup > Repair Types

• Name = Advance Exchange
• Repair Type Ref = Advance Exchange
• Repair mode - None / Not Applicable
(Change this to WIP, if you have to repair the returned unit and put it back in stock)
• Select the business process same as used in step 3
Pre-Repair
• RMA - Return Exchange
• SHIP - NULL
Post-Repair
• RMA - NULL
• SHIP - Ship Exchange
Billing Type
• Material - Material
• Labor - Labor
• Expense - Expense
Auto processing check box is checked.
Automatically Enter and Book RMA - Checked
• Automatic Ship through
• Enter Order - Null
• Book Order - Null

Exchange

This Repair Type represents a scenario when the service depot sends an exchange item to the customer
after receiving the customer's broken or damaged item. The Exchange Repair Type assumes that the
repaired item does not return to the
customer. The system can generate an internal Repair Order for the returned item, but there is not
necessarily an association between the repaired item and the original exchange item.

Setup is same as Advance Exchange except Repair Type Ref. Refer the Advance exchange setup
section.

Loaner
Use this Repair Type when the service depot sends an item to the customer solely for the purpose of
renting. This Repair Type requires a Sales Order to ship the loaner item to the customer and to create an
invoice, and an RMA order to track the
return of the loaner item. A deposit and return due date may be a requirement. The customer has no
expectation of repairs.

1. Log into Apps Local Login

Username/password ebusiness /welcome

Responsibility Depot Repair Super User, Vision Operations

2 Service Activity Code Setup

(M) > Service request > Setup > Charges > Service Activities and Billing Types
2.1 Loaner
2.1.1 Define as Line category as Order
2.1.2 Define Billing Type as Material.
2.1.3 Define Operating Unit
2.1.4 Order type = Mixed *(this is just an example since this may vary based on your requirement)
2.1.5 Line type = Standard(Line Invoicing) * (This is just an example since this may vary)
2.1.6 Depot Repair Qty Update – Checked
2.1.7 OM Interface – checked
2.2 Return Loaner
2.2.1 Define as Line category as Return
2.2.2 Define Billing Type as Material.
2.2.3 Define Operating Unit
2.2.4 Order type = Mixed* (This is just an example since this may vary)
2.2.5 Line type = Standard(Line Invoicing) * (This is just an example since this may vary)
2.2.6 Depot Repair Qty Update – Checked
2.2.7 OM Interface - checked

3 Define Service Activity Code in Business Process

(M) > Service request > Setup > Charges > Service Business Process
Define the Service activity code in the corresponding Business process.
Make sure that the Depot Repair flag has been checked.

4 Transaction Subtype Setups

(M) > Service request > Setup > Charges > Install Base Transaction Types
Note - Loaner transactions shouldn’t have non-source information as per some customer.
4.1 Loaner
4.1.1 Source block is defined.
4.1.1.1 Reference Required is un checked
4.1.1.2 Change Owner – unchecked
4.1.1.3 Change Owner To – Null
4.1.1.4 Status = Loaner
4.1.1.5 Defined Source Transaction Types as
4.1.1.5.1 Field Service - FIELD_SERVICE_REPORT - IB Update checked
4.1.1.5.2 Order Capture - ORDER_CAPTURE_QUOTES- IB Update checked
4.1.1.5.3 Order Management - OM_SHIPMENT - IB Update checked
4.1.2 Non-source is not defined.
4.2 Return Loaner
4.2.1 Source block is defined
4.2.1.1 Reference Reqd is unchecked
4.2.1.2 Change Owner – unchecked
4.2.1.3 Change Owner To – Null
4.2.1.4 Status = Returned Loaner
4.2.1.5 Defined Source Transaction Types as
4.2.1.5.1 Order Management - RMA_RECEIPT - IB Update checked
4.2.2 Non-source is not defined.

5 Repair Type Setup

(M) > Depot Repair > Setup > Repair Types

• Name – Loaner
• Repair Type Ref = Loaner
• Repair mode - None / Not Applicable
• Select the business process same as used in step 3
Pre-Repair
• RMA - NULL
• SHIP - LOANER
Post-Repair
• RMA - Return Loaner
• SHIP -
Billing Type
• Material - Material
• Labor - Labor
• Expense - Expense
Auto processing check box is checked.
Automatically Enter and Book RMA - Checked
Automatic Ship through – Null
• Enter Order - Null
• Book Order - Null

Repair and Return

Use this Repair Type when a customer returns the broken or damaged item to the service depot for
repair. After completion of the repair, you return the repaired item to the customer. This Repair Type
requires:

• return materials authorization (RMA), or Return line, to receive the customer's broken or
damaged item.
• A Sales Order, or Ship line, to ship the repaired item and invoice the customer.

1. Log into Apps Local Login

Username/password ebusiness /welcome

Responsibility Depot Repair Super User, Vision Operations

2. Service Activity Code Setup

(M) > Service request > Setup > Charges > Service Activities and Billing Types
2.2 Return for Repair
2.2.1 Define as Line category as Return
2.2.2 Define Billing Type as Material.
2.2.3 Define Operating Unit
2.2.3.1 Order type = Mixed* (This is just an example since this may vary)
2.2.3.2 Line type = Standard(Line Invoicing) * (This is just an example since this may vary)
2.2.4 Depot Repair Qty Update – Checked
2.2.5 OM Interface – checked
2.2.6 No Charge - Checked
2.3 Ship Repaired Item
2.3.1 Define as Line category as Order
2.3.2 Define Billing Type as Material.
2.3.4 Define Operating Unit
2.3.4.1 Order type = Mixed
2.3.4.2. Line type = Standard(Line Invoicing)
2.3.5 Depot Repair Qty Update – Checked
2.3.5 OM Interface – checked
2.3.5 No Charge - Checked

3 Define Service Activity Code in Business Process

(M) > Service request > Setup > Charges > Service Business Process
Define the Service activity code in the corresponding Business process.
Make sure that the Depot Repair flag has been checked.

4 Transaction Subtype Setups

(M) > Service request > Setup > Charges > Install Base Transaction Types

4.2 Ship Repaired Item

4.2.1 Source block is defined.
4.2.1.1 Reference Reqd - unchecked
4.2.1.2 Change Owner – unchecked
4.2.1.3 Change Owner To – Null
4.2.1.4 Status = Repaired
4.2.1.5 Defined Source Transaction Types as
4.2.1.5.1 Field Service - FIELD_SERVICE_REPORT - IB Update checked
4.2.1.5.2 Order Capture - ORDER_CAPTURE_QUOTES- IB Update checked
4.2.1.5.3 Order Management - OM_SHIPMENT - IB Update checked
4.2.2 Non-source is not defined.
4.3 Return for Repair
4.3.1 Source block is defined
4.3.1.1 Reference Reqd - unchecked
4.3.1.2 Change Owner – unchecked
4.3.1.3 Change Owner To – Null
4.3.1.4 Status = Return for Repair
4.3.1.5 Defined Source Transaction Types as
4.3.1.5.1 Field Service - FIELD_SERVICE_REPORT - IB Update checked
4.3.1.5.2 Order Capture - ORDER_CAPTURE_QUOTES- IB Update checked
4.3.1.5.3 Order Management - RMA_RECEIPT - IB Update checked
4.3.2 Non-source is not defined.

5 Repair Type Setup

(M) > Depot Repair > Setup > Repair Types

• Name – Repair and Return
• Repair Type Ref = Repair and Return
• Repair mode – Work In Process
• Select the business process same as used in step 3
Pre-Repair
• RMA - Return for Repair
• SHIP - NULL
Post-Repair
• RMA - NULL
• SHIP - Ship Repaired Item
Billing Type
• Material - Material
• Labor - Labor
• Expense - Expense
Auto processing check box is checked.
Automatically Enter and Book RMA - Checked
Automatic Ship through – Null
• Enter Order - Null
• Book Order - Null

Walk-In Repair

Setup is same as “Repair and Return” except Repair Type Ref. Refer the Repair and Return setup
section.

Loaner, Repair and Return

This Repair Type combines two Repair Types, the Repair and Return, with the Loaner. The loaner
concept indicates that service depot sends the customer the loaner before the receipt of the customer’s
broken or damaged item. To track the
shipping and return of both the loaner and the broken or damaged item, the system creates four charge
lines. This Repair Type requires two RMA Orders and two Sales Orders. Use this Repair Type when a
customer uptime is critical.

1. Log into Apps Local Login

Username/password ebusiness /welcome

Responsibility Depot Repair Super User, Vision Operations

2. Service Activity Code Setup

(M) > Service request > Setup > Charges > Service Activities and Billing Types
2.1 Return for Repair
2.1.1 Define as Line category as Return
2.1.22.1.1 Define Billing Type as Material
2.1.32.1.2 Define Operating Unit
2.1.42.1.3 Order type = Mixed* (This is just an example since this may vary)
2.1.52.1.4 Line type = Standard(Line Invoicing) * (This is just an example since this may vary)
2.1.62.1.5 Depot Repair Qty Update – Checked
2.1.72.1.6 OM Interface – checked
2.1.82.1.7 No Charge – Checked
2.2 Ship Repaired Item
2.2.1 Define as Line category as Order
2.2.2 Define Billing Type as Material
2.2.3 Define Operating Unit
2.2.4 Order type = Mixed* (This is just an example since this may vary)
2.2.5 Line type = Standard(Line Invoicing) * (This is just an example since this may vary)
2.2.6 Depot Repair Qty Update – Checked
2.2.7 OM Interface – checked
2.2.8 No Charge – Checked
2.3 Loaner
2.3.1 Define as Line category as Order
2.3.2 Define Billing Type as Material
2.3.3 Define Operating Unit
2.3.4 Order type = Mixed* (This is just an example since this may vary)
2.3.5 Line type = Standard(Line Invoicing) * (This is just an example since this may vary)
2.3.6 Depot Repair Qty Update – Checked
2.3.7 OM Interface – checked
2.3.8 No Charge – unchecked
2.4 Return Loaner
2.4.1 Define as Line category as Return
2.4.2 Define Billing Type as Material
2.4.3 Define Operating Unit
2.4.4 Order type = Mixed* (This is just an example since this may vary)
2.4.5 Line type = Standard(Line Invoicing) * (This is just an example since this may vary)
2.4.6 Depot Repair Qty Update – Checked
2.4.7 OM Interface – checked
2.4.8 No Charge – unchecked

3. Define Service Activity Code in Business Process

(M) > Service request > Setup > Charges > Service Business Process
Define the Service activity code in the corresponding Business process.
Make sure that the Depot Repair flag has been checked.

4. Transaction Subtype Setups

(M) > Service request > Setup > Charges > Install Base Transaction Types
Ship Repaired Item
4.1 Ship Repaired Item - Source block is defined.
4.1.1.1 Reference Reqd – unchecked
4.1.1.2 Change Owner – unchecked
4.1.1.3 Change Owner To – Null
4.1.1.4 Status = Repaired
4.1.1.5 Defined Source Transaction Types as
4.1.1.5.1 Field Service - FIELD_SERVICE_REPORT - IB Update checked
4.1.1.5.2 Order Capture - ORDER_CAPTURE_QUOTES- IB Update checked
4.1.1.5.3 Order Management - OM_SHIPMENT - IB Update checked
4.1.2 Non-source is not defined.
4.2 Return for Repair
Source block is defined
4 Reference Reqd - unchecked
4.1.1.1 Change Owner – unchecked
4.1.1.2 Change Owner To – Null
4.1.1.3 Status = Returned for Repair
4.1.1.4 Defined Source Transaction Types as
4.1.1.4.1 Field Service - FIELD_SERVICE_REPORT - IB Update checked
4.1.1.4.2 Order Capture - ORDER_CAPTURE_QUOTES - IB Update checked
4.1.1.4.3 Order Management - RMA_RECEIPT - IB Update checked
4.1.2 Non-source is not defined.
4.3 Loaner
4.3.1 Source block is defined
4.3.1.1 Reference Reqd – unchecked
4.3.1.2 Change Owner – unchecked
4.3.1.3 Change Owner To – Null
4.3.1.4 Status = Loaner
4.3.1.5 Defined Source Transaction Types as
4.3.1.5.1 Field Service - FIELD_SERVICE_REPORT - IB Update checked
4.3.1.5.2 Order Capture - ORDER_CAPTURE_QUOTES - IB Update checked
4.3.1.5.3 Order Management - OM_SHIPMENT - IB Update checked
4.3.2 Non-source is not defined.
4.4 Return Loaner
4.4.1 Source block is defined
4.4.1.1 Reference Reqd – unchecked
4.4.1.2 Change Owner – unchecked
4.4.1.3 Change Owner To – Null
4.4.1.4 Status = Returned Loaner
4.4.1.5 Defined Source Transaction Types as
4.4.1.5.1 Field Service - FIELD_SERVICE_REPORT - IB Update checked
4.4.1.5.2 Order Capture - ORDER_CAPTURE_QUOTES - IB Update checked
4.4.1.5.3 Order Management - RMA_RECIEPT - IB Update checked
4.4.2 Non-source is not defined.

5. Repair Type Setup

(M) > Depot Repair > Setup > Repair Types

• Name – Loaner, Repair and Return
• Repair Type Ref = Loaner, Repair and Return
• Repair mode – Work In Process
• Select the business process same as used in step 3
Pre-Repair
• RMA - Return for Repair
• SHIP - Loaner
Post-Repair
• RMA - Return Loaner
• SHIP – Ship Repaired Item
Billing Type
• Material - Material
• Labor - Labor
• Expense - Expense
Automatically Enter and Book RMA - Checked
Automatic Ship through – Null
• Enter Order - Checked
• Book Order - Null

Internal Refurbishment

A Repair Order and its associated Service Request can be created in the Spares Management of Oracle
Field Service as a result of a demand for refurbishment or replenishment. The Repair Order has a Repair
Type of Refurbishment, and has two transaction lines, Move In and Move Out.

The Move In line tracks the shipment of the defective item from Spares Management, and its reception
into the depot. The Move Out line processes the shipment of the repaired item back to Spares
Management.
The processing of Move In and Move Out lines leverages existing Internal Order and Internal Requisition
functionality. From the depot’s perspective, defective items are received via the Internal Requisition, and
usable/repaired items are shipped via the Internal Order.

Please see Note.420304.1 Internal Refurbishment Setup for more information.