Order To Cash - CTO Using Complex Model in WMS Mobile r12

Order to Cash - CTO using
Complex Model in
WMS/Mobile
Demo Script (Internal)
Copyright © Oracle Corporation, 2003. All rights reserved.
Order to Cash - CTO using Complex Model in WMS/Mobile
Page 1
Table of Contents
Order to Cash - CTO using Complex Model in WMS/Mobile [EDUM0194] 15-Aug-2005.....................1

Order to Cash - CTO using Complex Model in WMS/Mobile......................................................................1
Launch Planning Manager..........................................................................................................................3
Optional - Change Processing Lead Times for ATP..................................................................................4
Run ACP Collections..................................................................................................................................6
Run ASCP Plan...........................................................................................................................................8
Launch Request Set....................................................................................................................................9
Launch Transaction Interface Manager......................................................................................................11
Launch Workflow Background Process for Sales Orders..........................................................................12
Launch AutoCreate Configuration Process in W1.....................................................................................13
Launch AutoCreate Final Assembly Orders in W1....................................................................................14
Launch AutoCreate Final Assembly Orders in W2....................................................................................15
Launch Create Internal Orders....................................................................................................................16
Launch Order Import..................................................................................................................................17
Launch Release Sales Orders......................................................................................................................18
Create Sales Order for Integrated Systems.................................................................................................20
Configuring a Complex Integrated System................................................................................................22
Check Availability......................................................................................................................................31
Schedule and Book Order...........................................................................................................................32
Review Supply to Order Workbench..........................................................................................................33
Run ASCP Collections...............................................................................................................................35
Run ASCP Plan...........................................................................................................................................37
Release Requisitions from ASCP Planners Workbench.............................................................................38
Transact Mobile Move and Complete in W2.............................................................................................41
Pick from non-LPN Controlled Sub Inventory with Drop.........................................................................43
Ship LPN Mobile in W2.............................................................................................................................45
Receive Purchase Order in Mobile in W1..................................................................................................47
Receive Internal Requisition in Mobile in W1...........................................................................................48
Put Away in Mobile in W1.........................................................................................................................50
Transact Mobile Move and Complete in W1.............................................................................................51
Pick from non-LPN Controlled Sub Inventory with Drop.........................................................................54
Ship LPN Mobile in W1.............................................................................................................................56
View Sales Order Invoice...........................................................................................................................58
Create Service Request for Failed Component...........................................................................................60
Generate Field Service Trips......................................................................................................................63
Create Task.................................................................................................................................................64
Assign Field Engineer (Dispatch Center)...................................................................................................65
Debrief Task...............................................................................................................................................67
View Changed Install Base.........................................................................................................................70
Flowchart........................................................................................................................................................72
Page i
Document Control
Date Owner App Version Change Reference

Release
Paradigm_effe Stuart.May 12.0 v1.2 Enhanced for R12
ctive
Objective
'ENHANCED - R12' The purpose of this Flow demo script is to illustrate the use of Oracle
products to forecast, plan, price and fulfill a complex high-tech Integrated System (Server,
Storage and Rack) configuration. The demo starts in Oracle Order Management with order
creation and ends at Install Base. The configuration uses functionality that includes connectors,
configurator attributes and extended functionality such as dynamic imaging.
The configuration is priced using configurator attributes and pricing attributes in Advanced
Pricing. The order is scheduled and booked.
Enhancements for R12 include Option Specific Sourcing (OSS) where the Server Model is either
sourced and manufactured from W2 or purchased from Advantage Corp. Advanced Supply
Chain Planning processes (Collections and Plan) are run. We require the use of ASCP due to the
multi-org setup. This allows the creation of requisitions and inter-company orders which are
mostly automated through a request set. We then use mobile WMS to move, complete, pick and
ship from W2 to W1 or receive into W1 from Advantage Corp. We then use mobile WMS to
receive, put away, move, complete, pick and ship from W1.
For 11.5.10 the demo now uses Oracle Demand Planning to create a forecast which is published
to ASCP. The user can perform ATP check and see the items which are late. The user can also
see the consumption from the forecast. The models are now all serialized and visible in the
Install Base after invoicing. The scenario has been extended in 11.5.10r2 where the customer
logs into iSupport as there is a problem with a piece of hardware. She locates the component in
the Install Base and creates a Service Request.
Another R12 enhancement has the dispatch representative complete the service flow (dispatch
technician to customer site, debrief and close). We then see the updates to the structure back in
the Install Base.
Page 1
What's New?
Option Specific Sourcing (Server model sourced from W2 or Advantage Corp based on the
selected server)
Completed Dispatch Center Flow so the changes made in service are now displayed in the Install
Base
Pitfalls
NA
Assumptions
NA
Related Business Flows (Optional)

Quote to Cash – CTO using Complex Model in WMS/Mobile
Advanced Planning and Scheduling - Planning for Configurable Products
Related Documents
http://globalxchange.oraclecorp.com/demodocs >Reference Materials Folder > Fundamentals
Pre Demo Steps
Page 2
Launch Planning Manager
Launch Planning Manager
1. Log into Forms
Field Value
User Name MFG
Password WELCOME
 (T) Manufacturing
2. Launch the Planning Manager
 Applications Navigator > (N) Manufacturing and Distribution Manager > Advanced
Planning > Source Instance Setups > Setup > Planning Manager
 Select the Organization

Field Value
Organization W1
 (B) OK
The Planning Manager form is presented
 (B) Start > OK
The Planning Manager is launched when the Active button is checked.
Page 3
Optional - Change Processing Lead Times for ATP
Optional - Change Processing Lead Times for ATP
The items below have already been setup with lead times but you can change them if you
need to for your demo.
3. Open Organization Item for W2
 (N) Inventory > Items > Organization Items
 Select Organization
Field Value
Organizations W2
 Enter the Search Criteria

Field Value
Item IS30200
There are three items set for ATP in W2 for this demo: IS30200, IS30201 and IS30202.
These are the only items we need to change in W2.
 (B) Find
4. Set the Processing Lead Time
 (T) Lead Times
 Change the Lead Time, if Desired

Field Value
Processing Whatever you want (default is 32)
 (I) Save
 Repeat for All Three Items
5. Open Organization Item for W1
These are the only items we set for ATP in W1 at this point.
 (N) Top Ten List > Change Organization – MRP
Field Value
Page 4
Organizations W1
 (N) Inventory > Items > Organization Items
6. This is the same as the last section but it has to be repeated for the following items in W1:
 IS40150
 IS40151
 IS40152
 IS50250
 IS50202
 Enter the Search Criteria

Field Value
Item IS40150
 (B) Find
7. Set the Processing Lead Time
 (T) Lead Times
 Change the Lead Time, if Desired

Field Value
Processing Whatever you want
 (I) Save
 Set the Lead Time

Field Value
Processing Lead Time 23 (or whatever you want)
 (I) Save
 Repeat for Items as Desired
Page 5
Run ASCP Collections
You should run ASCP Collections and the Plan on the actual day of the demo to get the
correct ATP dates (with the default setup).
8. Launch ASCP Collections
 (N) Advanced Planning > Advanced Supply Chain Planning > Other > Change
Instance/Organization
 Change Organization
Field Value
Organizations TST:W1
 (N) Advanced Planning > Advanced Supply Chain Planning > Collections > Oracle
Systems > Standard Collection
The Planning Data Collection Request Set form will be displayed.
 Click in the Parameters box for the Planning Data Pull
The Planning Data Pull Parameters Form will be displayed.
 Accept all of the defaults, except for:
Field Value
Instance TST
 (B) OK
This will return you to the Planning Data Collection Request Set form.
 (B) Submit
This will launch the data collection processes. The default settings will apply for the
Planning ODS Load.
A Submitted Request Set pop-up will be displayed.
 (B) OK
9. Check the Collections Processes.
Page 6
 (M) Requests > View Requests > (B) Find
The collection process will launch a series of concurrent processes. When all of these
have completed, the collection process is done and you may proceed with planning.
The processes are:
 Planning Data Collection (Report Set), which will launch:
 Data Pull (Request Set Stage), which will launch:
 Planning Data Pull
 Refresh Snapshots
 Planning Data Pull Worker (5)
 ODS Load (Request Set Stage), which will launch:
 Planning ODS Load
 Planning ODS Load Worker (3)
 Planning Data Collection - Purge Staging Tables
 Collaboration ODS Load
All of these processes will complete with a normal status except the following:
 The Planning ODS Load which completes with the following message in its log file:
“ORA-00001: unique constraint (MSC.MSC_UNITS_OF_MEASURE_U2) violated.”
 The Planning ODS Load (Request Set Stage) which completes with the following
message in its log file: “The stage completed with the outcome Warning. This outcome
was computed by the stage function.”
 Planning Data Collection (Request Set Planning Data Collection) which completes with
the following message in its log file: “The set completed normally with outcome
Warning. The outcome was determined by the stage Planning ODS Load.”
If any process completes with an error, identify the error message in the log file. Contact
demohelp with the error message.
Page 7
Run ASCP Plan
Run ASCP Plan
10. Launch Advanced Supply Chain Plan.
 (N) Advanced Planning > Advanced Supply Chain Planning > Supply Chain Plan >
Launch
 Select Organization, if Prompted

Field Value
Organization TST:W1
 (B) OK
The Parameter Selection Box appears
 Accept Defaults, Except:

Field Value
Plan Name Configurbl
 (B) OK
 (B) Submit
 (B) No
This launches a series of concurrent requests. It is not necessary to wait until all of the
requests have a Completed Normal status. After the Memory Based Planner has
completed successfully, the plan is available in the Planner Workbench.
Page 8
Launch Request Set
Launch Request Set
For 11.5.10 we tried to simplify the demo flow. To help with this we created a new request
set for all the pre-demo concurrent requests and associated parameters.
This script also documents all the requests in the request set (for informational purposes or
in case you wish to launch each concurrent request individually).
If you want to launch the concurrent requests individually, goto task #14. Otherwise, goto
task #11.
11. Change Organization
This step is required to prevent an error in one of the concurrent requests
 (N) Top Ten List > Change Organization - MRP

Field Value
Organizations W1
12. Launch ADS Request Set
 (M) View > Requests
 (B) Submit a New Request…
 Select Request Set

Field Value
What type of request do you want to run? Request Set (Checked)
 (B) OK
 Enter the Request Set Name

Field Value
Request Set ADS Integrated System in WMS Demo
All the parameters have been defined in the request set. When Submit is clicked all the
parameters will appear.
13. Schedule the request to run periodically
 (B) Schedule
Page 9
Specify a start time and an end time and specify that it be launched every minute at the
completion of the prior run.
 Enter the following Parameters:
Field Common
Run the Job Periodically
Start At Time demo is to begin
End At Time demo is to end
Re-run Every 1 Minute(s) You may need to consider a larger
time interval depending on other scheduled
concurrent requests being ran at the same time.
Apply the Interval... From the Completion of the prior run
 (B) OK
 (B) Submit
NOTE : you may get an error about the Offset Days. We are trying to fix this issue before
deployment. It does not affect the function of the request set or concurrent processes – it is a
problem with the value set. Just click OK to continue
Message appears asking to submit another request.
 (B) No
Goto task #37
Page 10
Launch Transaction Interface Manager
Launch Transaction Interface Manager
14. Open the Interface Manager Form
 (N) > Inventory > Setup > Transactions > Interface Managers
15. Select Organization W1
16. Launch Transaction Interface Manager
 Select Move Transaction in the Interface Managers window.
 (M) Tools > Launch Manager
The Launch Inventory Managers window appears displaying the transaction manager
you choose as the process to be submitted.
Note: If the transaction manager is already active, Oracle Inventory displays a warning
before displaying the new window.
 (B) Schedule.
Field Value
Re-run Every 1 Minute(s)
 (B) OK
 (B) Submit
 (B) OK
18. Repeat above for Material Transaction
Page 11
19. Close the Interface Manager window
Page 12
Launch Workflow Background Process for Sales Orders
Launch Workflow Background Process for Sales Order

20. Launch the Workflow Background Engine
 (N) Inventory > Workflow Background Engine
Field Value
Item Type OM Order Line
Process Deferred Yes
Process Timeout No
Process Stuck No
 (B) Schedule.
Field Value
 (B) OK
 (B) Submit
 (B) No
22. Close the Concurrent Request screen.
Page 13
Launch AutoCreate Configuration Process in W1
Launch AutoCreate Configuration Process in W1

23. Launch the AutoCreate Configuration Process.
 (N) Other > Requests > Run > Single Request
 If appropriate, select organization W1, from the Organizations LOV.
The Submit Requests Screen is displayed.
 In the Name field, use the LOV to select: AutoCreate Configuration Items
 Accept the default parameters except change the Organization field from blank to W1
 (B) OK
 (B) Schedule.
Field Value
 (B) OK
 (B) Submit
 Close the Submit Requests Screen.
Page 14
Launch AutoCreate Final Assembly Orders in W1

 Enter Request Name

Field Value
Name AutoCreate Final Assembly Orders
 Change the Parameters

Field Value
Status Released
Organization W1
 (B) OK
 (B) Schedule.
Field Value
 (B) OK
 (B) Submit
Page 15
Page 16

 Enter Request Name

Field Value
Name AutoCreate Final Assembly Orders
 Change the Parameters

Field Value
Status Released
Organization W2
 (B) OK
 (B) Schedule.
Field Value
 (B) OK
 (B) Submit
Page 17
Page 18
Launch Create Internal Orders
Launch Create Internal Orders
29. Launch the Create Internal Sales Order Program under the Destination Inventory
Organization W1
 (N) Other > Requests > Run > Single Request, (B) OK
 Use the LOV to choose Create Internal Orders, there are no parameters
 (B) Schedule.
Field Value
 (B) OK
 (B) Submit
 (B) No
Page 19
Launch Order Import
Launch Order Import
31. Launch the Order Import Request Program
 (N) Order Management > Orders, Returns > Import Orders > Order Import Request
 Accept the defaults except :
Field Value
Order Source Internal
 (B) OK
 (B) Schedule.
Field Value
 (B) OK
 (B) Submit
 (B) No
Page 20
Launch Release Sales Orders
Launch Release Sales Orders
33. Run Release Sales Orders (for W2)
 (N) Order Management > Shipping > Release Sales Orders > Release Sales Orders SRS
 Enter the following parameters :
Field Value
Release Rule Name W2WMS
 (B) Schedule.
Field Value
 (B) OK
 (B) Submit
 (B) Yes
35. Run Release Sales Orders (for W1)
 Click on the Parameters field
 Enter the following parameters :
Field Value
Page 21
Release Rule Name WMS Pick Release
 (B) Schedule.
Field Value
 (B) OK
 (B) Submit
 (B) No.
If Pre Demo Steps complete, goto task #37. Otherwise, goto task #1.
Begin Demo
Page 22
Create Sales Order for Integrated Systems
Create Sales Order for Integrated Systems

37. Log into Forms
Field Value
User Name MFG
Password WELCOME
 (T) Manufacturing
38. Create a Sales Order
 (N) Manufacturing and Distribution Manager > Order Management > Orders, Returns >
Quick Sales Order
Field Value
Customer Business World
Order Type IB Order – CTO
In past releases of this script we used SmartBuy as the customer. In the 11.5.10r2
version we now use iSupport and this is currently only set up for Amy Miller, an
employee of Business World. If you do not plan to show iSupport or creating a Service
Request then you can still use SmartBuy.
 (T) Others
 Enter Other Details

Field Value
Price List Integrated Systems
Warehouse W1
The following values default in:

 Customer Number
 Ship to Location
 Bill To Location
 Order Type
 Sales Person
 Currency
 Payment Terms
Page 23
Discuss how Defaulting rules were defined to automatically populate the fields in the
order screen such as order type.
Discuss how the defaulted order type on this order, Mixed, supports both order and
return lines. Point out that these can be defined based on customers business needs
 At the Line Item Level

Field Value
Ordered Item ISAT000
Quantity 1
 Change Line Type

Field Value
Line Type Standard (Line Invoicing) AND
Item Type ATO Model
This is important to successfully get all the details to the Install Base. You need to
select the correct line type - there are 3 Standard (Line Invoicing) types. It must also
be the one with a line type of ATO Model.
 (M) File > Save
Saving the order first makes the configurator launch quicker
39. Configure Order
 (B) Configurator
Page 24
Configuring a Complex Integrated System
Configuring a Complex Integrated System
For R12 we introduced Option Specific Sourcing in the flow to the Server Model. This now
results in two different flows (which cannot be combined at this point):
(See bug: 5755099)
1) Order item VS200C server – model sourced from W2
2) Order item VS400X server – model purchased from Advantage Corp
For 11.5.10r2 the user interface is new now using HTML functionality. The flow is exactly
the same as the older DHTML ui.
This configuration is made up of four ATO models : ISAT000 (Vision Integrated Systems),
ISAT001 (Vision Servers), ISAT002 (Vision Storage Systems) and ISAT003 (Vision Rack
Systems). The model is manufactured in W1 except for the Server (ISAT001) which is
sourced from W2.
Note : the number of models configured (server - ISAT001) will affect some of the
downstream processing. For example, adding two server models to the order, one for a qty
of 1 and one for a qty of 2 will result in two inter-company sales orders. If both were for qty
one then both configurations would appear on one sales order.
The configuration is setup for several different paths and all options are working. All four
steps have to be completed for a valid configuration. The first page details the four steps
and each page has a similar layout to give the model a uniform feel. There is also a "Help"
button on the title bar, which launches an html file that discusses the four steps and the
various configurator icons. The "Help" exists on each page.
40. Increase Screen Size
 (B) F11
This will maximize the browser screen which will make it a little easier
41. Open the Help Screen
 (B) Help
This launches a custom html file into a new browser window. Navigate and discuss
how the configurator can access external hyperlinks. The help link is available on every
screen.
 Close help screen
Page 25
42. Configure/Add Servers to the Configuration
 (I) Configure for Vision Servers [1] in Step 1
You can add multiple instantiations of each model - this is called Solution Based
Modeling. What this means is that each instantiation can have a different configuration
from another. You can also change the quantity of each instantiation, as required.
There is also the ability to delete the instantiation.
We will go back and add a second server to this model in a subsequent step of this
script.
Notice at the top the Step-by-Step navigation. It shows all the steps/screens inside the
Server model.
 (B) Guided Buying
This navigates to a new screen, Server Configuration Questions [1]
This model has been designed for two levels of user. Guided Buying allows the sales
rep to ask business orientated questions to the customer and allows the configuration
rules to recommend a solution. Server Configuration allows the sales rep to enter in the
server details directly (CPU speed, memory, etc. etc.). We will use the Server
Configuration in a subsequent step of this script.
 Select either Data Center or Web Services from the "Select a solution category"
Field Value
Select a solution category Any
A new feature/question will appear based on which option you chose.
 If Data Center
Field Value
Select a solution for data services Any
 If Web Services
Field Value
Select a solution for web services Any
Dynamically a new series of questions appear on the screen.
 Answer Questions
Field Value
What availability level do you need High Availability
Page 26
(Note : selects gold service level later in
model)
Numbered user performance Max 7,000
Response time performance More than 5 seconds
Numbered user performance and Response time performance are used to calculate the best
server configuration.
Field Value
Estimated storage capacity Maximum of 327GB
Used to calculate the disk capacity required for use in the storage configuration
Field Value
Would you like this system racked ? Yes
The rules automatically select a rack model based on answering "yes"
 (B) Next
Navigates to Server Configuration Details.
All the options have been pre-selected from the Guided Buying questions based on the
server requirements. Select any server options
 Optional – Change Any Option Quantities

Field Value
Select any server options and quantity Optional - Change Any Quantities
 (B) Next
Navigates to the PCI Card Selection Screen
 Select PCI Card 1

Field Value
PCI Slot 1 From Drop Down – Select Any without a
Red X
Some of the PCI cards are not available and therefore not shown because of the
different Bus Speeds on each slot. Notice that only two PCI cards are available on this
server. As each slot is chosen the image on the right will update with the PCI card
number (this is standard functionality in 11.5.10 created by customizing the ui layout).
 Select PCI Card 2

Field Value
Page 27
PCI Slot 2 From Drop Down – Select Any without a
Red X
 (B) Next
Navigates to the Software Screen
 Select an Operating System

Field Value
Select the desired operating system Any
 Select a Software Package(s)

Field Value
Select the software package(s) for this Any
system (Multiple packages can be selected)
The software package options are actual hyperlinks to live Oracle pages with information
about Oracle products. These links are a standard part of the configurator product. Click on
some of these links to show the functionality.
 (B) Apply
Notice that the complete box for the server now appears on the right. This gives the
user a guide as to where they are in the model
43. (Optional) Add Another Server
 (B) Add Server
This will show the multiple instantiation/solution based modeling functionality and the
networking.
Repeat the same process or select the configuration directly.
44. Configure the Vision Storage System
 (I) Configure for Vision Storage Systems [1]
Note that the "Pre-Configured Storage Capacity" has already been populated. This
came from a question in Guided Buying.
 Select Storage System

Field Value
Select a storage system VX33
Page 28
Notice how the first 6 disk arrays update.
 Change the storage system to VX21

Field Value
Select a storage system VX21
Notice now that all 12-disk arrays populate - but with smaller capacity hard drives.
 Optional - Select Storage Options

Field Value
Storage Options Any or None
 (B) Continue
Navigates to the Networking – Storage to Server screen
This is where we use the connector functionality to create a network. The idea here is
to network the storage system to the server(s) within the model and use rules to validate
the connection. At least one connection is required in the model.
 (B) Choose Connection (1)
A new screen launches showing the configured servers from earlier. These are the
available servers for networking.
Field Value
ISAT001 Connector Vision Servers [1]
 (B) Set Connection
 Select Connection Cable and Connect From

Field Value
Connection Cable Any
Connect From Any
The storage system has only 4 ports, which are available for networking. Once a port
has been chosen it cannot be used in any other connections. This is controlled by
configurator the rules.
 (B) Choose Connection (2)
A new screen launches showing the configured servers from earlier. These are the
available servers for networking.
Field Value
Page 29
ISAT001 Connector 2 Vision Servers [2]
 (B) Set Connection
 Select Connection Cable and Connect From

Field Value
Connection Cable Select Same as in (1)*
Connect From Any
*If you pick a different cable you will get an error.
 (B) Apply
Navigates to the main screen
45. Configure the Vision Rack System
 (I) Configure for Vision Rack Systems [1]
There are two ways to configure the rack - either a standard rack system or a custom rack
system. The default is the standard rack system (due to answering 'yes' to rack in Guided
Buying)
 For a Standard Rack System

Field Value
Select a rack system Vision 1001 Rack System
(Defaulted from Guided Buying)
Select power system option Any
Select cabling options Any
Select any rack options Any (not mandatory)
 For a custom Rack System

Field Value
Select a rack system Check the Custom Rack System
(notice that the other option unchecks and a
new feature appears at the bottom)
Select power system option Any (not mandatory)
Select cabling options Not available
Select any rack options Any (not mandatory)
Enter in a custom rack description Enter in text about the desired rack system
Page 30
The custom rack description could be passed back to a flexfield via a trigger. This is not
implemented here in the demo.
 (B) Apply
Navigates back to the main screen
46. Configure System Options/Service
 (B) System Options / Service
All the options have already been chosen as a result of earlier questions in the
configuration. The service features are required and are used to derive the correct price
for the corresponding service items in the Sever and the Storage models. This is
achieved using Advanced Pricing (a pricing package and pricing attributes) and
Configurator Attributes.
Field Value
Select a service level Already selected
Service duration Any
Select a service option Already selected
Select a monitor Any
 (B) Apply
47. Optional - Update Model Quantities
From the main screen it is possible to update the quantities of the configured models and
also show other rules. One of the rules is that each rack can only contain four components
(any combination of Servers and Storage Units). To show this we will change the quantity
of the each of the Server Models to two.
Note : the quantity of models configured (server - ISAT001) will affect some of the
downstream processing. For example, adding two server models to the order, one for a qty
of 1 and one for a qty of 2 will result in two inter-company sales orders. If both were for qty
one then both configurations would appear on one sales order.
 Change quantity of Vision Servers [1] to 2
 (B) Enter
 Change quantity of Vision Servers [2] to 2
 (B) Enter
This launches a message at the top of the window explaining the above rule. Rather
than adding a rack we will change the qty of the second server to 1
Page 31
 (B) OK
 Change quantity of Vision Servers [2] back to 1
 (B) Enter
A new window launches saying that the "Number of Racks in now valid". This is all
controlled by the setup of the configurator rules.
Note : the quantity of models configured (server - ISTA001) will affect some of the
downstream processing. For example, adding two server models to the order, one for a
qty of 1 and one for a qty of 2 will result in two inter-company sales orders. If both
were for qty one then both configurations would appear on one sales order.
48. Summarize and Complete the Configuration
 (B) Preview Configuration
This shows all the items that are being passed back to the host application
 (B) Finish
This passes back all the data to the host application
49. Review Pricing Information
 Page down the order to locate one of the Vision Servers (item ISAT001)
The item will be in option class ISOC209. The item starts with IS3035n.
 View the Service Level
Notice the price for the service item. The item shown will depend on what you choose
during the configuration. The attributes of Service Duration and Service Options were
used to derive the final service price - Advanced Pricing applies a specific markup
factor which we will show later in forms. We will now reconfigure the model to show
how the price changes for the same item.
50. Reconfigure and Change the Service Duration
 Select the ISAT000 item, the parent
 (B) Configure
The Configurator is launched into the main window frame
51. Re-Configure System Options/Service
Page 32
 (B) System Options / Service
All the options have already been chosen as a result of earlier questions in the
configuration. The service features are required and are used to derive the correct price
for the corresponding service items in the Sever and the Storage models. This is
achieved using Advanced Pricing (a pricing package and pricing attributes) and
Configurator Attributes.
Field Value
Service duration Make a different selection
 (B) Apply
 (B) Finish
This passes back all the data to the host application
52. Review Pricing Information
 Page down the order to locate one of the Vision Servers
 View the Service Level
The same service level is used in the Storage model to calculate the price. You can
show that as well in the same method as above.
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Check Availability
Check Availability
For 11.5.10 we enabled ATP (for a few items) for this configuration model. In this section
we will perform an ATP check and identify that some items will make the order late
(assuming today is left as the default Request Date).
53. Check Availability
 (B) Availability
The Available Date should be about 30 days in the future (if you did not change the
processing time)
 (B) ATP Details
In the ATP Details screen some items will appear in yellow. The exact items will
depend on your configuration. The items in yellow will have a value in the Days Late
column. You may want to consider creating a new folder view and move the Days Late
to the left.
Therefore from this screen you can identify which items are sending the order late. This
screen would also show configuration matching, if it was enabled. We set up the items
to Not match but we plan to enhance this demo later.
54. View Pegging Details
 In the ATP Details Screen Click on ISAT000 in the Bottom Part
Format : ISAT000 – TST:W1 Qty*1 10-JAN-2005
The model will turn blue
 Right Mouse Click > Show Late Supply Only
The model will expand out to show pegging details enabling the user to identify the
items that are causing the lateness. The items late will depend on the settings you set in
the pre-demo steps for the Processing Lead-Times
 Close ATP Details Window
 Close Availability Window
Page 34
Schedule and Book Order
Schedule and Book Order
New in 11.5.10 is a change in the time at which the configuration items are created. Pre-
11.5.10 the order had to be booked before the CTO concurrent process created the
configuration items. With 11.5.10, once the order has been scheduled then the CTO process
will pick up the configuration and create the item(s). We have the concurrent request
running in the Request Set launched in the pre-demo steps.
Please note – only the top level ATO configuration item will be visible within the sales
order even though the lower items have also been created. These lower level models can be
viewed in the Supply to Order Workbench which we cover shortly in the script.
55. Schedule the Sales Order
 Right-click on the ISAT000 Parent Model
 (N) Scheduling > Schedule
The order should schedule to the date shown in the availability screen based on item
availability
56. Book the Order
 (B) Book
This might take a few seconds to complete.
Page 35
Review Supply to Order Workbench
Review Supply to Order Workbench
Once the order has been scheduled the request set will process the configuration model and
create the configuration items. Only the top-level item (ISAT000*12345) will be visible
from the sales order. We can see all the configuration items in the Supply to Order
Workbench.
Once the order has booked then the request set will also process the configuration item and
create the top-level job order in a Released status (controlled by a concurrent request
parameter). The CTO process will also create the lower level work orders for ISAT002 and
ISAT003.
57. Review Order in Supply to Order Workbench from Sales Order
The Supply to Order Workbench is also available as a self-service form.
Wait a minute or so for the request set to process the configuration
 While in the Sales Order, (B) Actions

Field Value
Actions Supply to Order Workbench
 (B) OK
This will open up the Supply to Order Workbench.
Notice that a WIP job has been created for the parent item which is linked to this sales
order. The line status should be Production Open.
 Expand the + next to the configuration item parent (ISAT000*nnnnn).
You will now see all the configuration items created for this model. Please note these
down as you will use them later:
 Order Number: ____________

 ISAT000*_ _ _ _ _ _ _
 ISAT001*_ _ _ _ _ _ _
 ISAT001*_ _ _ _ _ _ _
 ISAT002*_ _ _ _ _ _ _
 ISAT003*_ _ _ _ _ _ _
 (H) WIP Job
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This will give information in a new screen on the WIP Job status. The status should be
Released. Write down the WIP Job Number (Document Number):
 WIP Job (Document Number) : _____________
 (H) Close Window
Page 37
As we mentioned earlier the ISAT001 model is sourced from W2. As this is a multi-
organization demo with ATP we have to run ASCP Collections and Plan to create the
internal requisitions. Later they are then released from the Planners Workbench and
imported into W2 to created the internal sales orders.
ASCP Collections should complete in about 15 minutes although this will vary based on the
instance loading.
58. Enter Parameters for Planning Data Pull
 (N) Advanced Planning > Advanced Supply Chain Planning > Collections > Oracle
Systems > Standard Collection
The select Organizations dialog box might display.
 Enter Organization, if Prompted

Field Value
Organization TST:W1
 (B) OK
The Planning Data Collection Request Set form will be displayed.
 Click in the Parameters box for the Planning Data Pull
The Planning Data Pull Parameters Form will be displayed.
 Accept all of the defaults, except for:
Field Value
Instance TST
 (B) OK
This will return you to the Planning Data Collection Request Set form.
 (B) Submit
This will launch the data collection processes. The default settings will apply for the
Planning ODS Load.
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A Submitted Request Set pop-up will be displayed.
 (B) OK
59. Check the Collections Processes.
 (M) Requests > View Requests > (B) Find
The collection process will launch a series of concurrent processes. When all of these
have completed, the collection process is done and you may proceed with planning.
The processes are:
 Planning Data Collection (Report Set), which will launch:
 Data Pull (Request Set Stage), which will launch:
 Planning Data Pull
 Refresh Snapshots
 Planning Data Pull Worker (5)
 ODS Load (Request Set Stage), which will launch:
 Planning ODS Load
 Planning ODS Load Worker (3)
 Planning Data Collection - Purge Staging Tables
 Collaboration ODS Load
All of these processes will complete with a normal status except the following:
 The Planning ODS Load which completes with the following message in its log file:
“ORA-00001: unique constraint (MSC.MSC_UNITS_OF_MEASURE_U2) violated.”
 The Planning ODS Load (Request Set Stage) which completes with the following
message in its log file: “The stage completed with the outcome Warning. This outcome
was computed by the stage function.”
 Planning Data Collection (Request Set Planning Data Collection) which completes with
the following message in its log file: “The set completed normally with outcome
Warning. The outcome was determined by the stage Planning ODS Load.”
If any process completes with an error, identify the error message in the log file. Contact
demohelp with the error message.
Page 39
Run ASCP Plan
Run ASCP Plan
The ASCP Plan should complete in about 5 minutes although this can vary based on the
instance loading.
60. Launch Advanced Supply Chain Plan.
 (N) > Advanced Planning > Advanced Supply Chain Planning > Supply Chain Plan >
Launch
The select Organizations dialog box might be displayed.

Field Value
Organization TST:W1
 (B) OK
The Parameter Selection Box appears
 Select defaults as follows:

Field Value
Plan Name Configurbl
Launch Snapshot Yes
Launch Planner Yes
Anchor Date Select default
 (B) OK
 (B) Submit
 (B) No
This launches a series of concurrent requests. It is not necessary to wait until all of the
requests have a Completed Normal status. After the Memory Based Planner has
completed successfully, the plan is available in the Planner Workbench.
Page 40
Release Requisitions from ASCP Planners Workbench
Release Requisitions from ASCP Planners Workbench
Where are we: The discrete jobs are automatically released into manufacturing. However
we still need to use the PWB to release the purchase requisitions against W2 for the
ISAT001 (servers). Once released the request set will run a series of processes to import
into W2, automatically create the sales orders and automatically release the work order.
61. Open Planners Workbench
 (N) Advanced Planning > Advanced Supply Chain Planning > Supply Chain Plan >
Workbench

Field Value
Organization TST:W1
 (B) OK
62. Release Requisitions from ASCP PWB
 (T) Plans
 Click on the "+" by Plans to expand tree.
 Click on Configurbl
 Right Mouse > Supply/Demand > Supply/Demand
This will open the Supply/Demand(TST:W1) form showing all the IS% items. We
create a query to automatically locate the requisitions for release
 (I) Folder
Field Value
Open Folder ISAT001 Requisitions
 (B) OK
This will show the ISAT001 configuration items. Here you will see the new
configuration items for the order you entered. You should see 2 (ISAT001*nnnnn and
ISAT001*nnnnn).
63. View Sourcing and Release
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 (T) Sourcing
In here you will see how the server configuration is being sourced based on OSS. For
example:
ISAT001*182780 Source Org: TST:W2

ISAT001*182788 Source Supplier: Advantage Corp Supplier: ADVANTAGE - US
 Click on the For Release checkbox for each line (for the items you noted earlier)
 (I) Save
Note the Due Date and Quantity of the job so you can verify the job is created correctly.
Notice the selected rows are now highlighted in pink
 (M) Plan > Release
A release status dialog box will be displayed telling you to what instance it was saved
and what type of supply was sent over.
This releases the Discrete Jobs and the Requisitions
 (B) OK
The request set will now process the releases to create and release the sales order in W2
for the two ISAT001 items. These make a few minutes to run and complete.
You will now have a structure similar to this :

In W1 :
- ISAT000*nnnnn (Integrated System) This is not shown in the WIP Mass Load
- ISAT002*nnnnn (Storage)
- ISAT003*nnnnn (Rack)
In W2 :
- ISAT001*nnnnn (Server)
- ISAT001*nnnnn (Server)
Once the order has been created in W2 the request set will also automatically run the
following :
 Create the Releases
 Order Import into W2 (creates Order Import Child Req1 for each)
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 AutoCreate Final Assembly in W2 (creates and releases the work orders for
each ISAT001 item)
Goto task #64 for Sourcing from W2 (VS200C)
Goto task #78 for Sourcing from Advantage Corp (VS400X)
Page 43
Transact Mobile Move and Complete in W2
Where are we : the order(s) have been progressed into manufacturing and both
configurations (ISAT001*nnnnn) that are sourced from W2 are now moved and completed
Mobile Apps is accessed from the Direct Access portal, there is no need to logout.
64. Open Mobile Apps
 (N) Direct Access > Mobile Apps Telnet Session
 (B) Launch
Field Value
Device List Default
65. Login to Mobile

Field Value
Device List Default
User Name CTILTON
Password WELCOME
66. Transact Mobile Move and Complete for Each of the ISAT001 Jobs
 (N) Manufacturing (4) > Assy and Material Txn (1) > Complete Assy (2) > Move and
Complete (2)
Field Value
Organization W2
 Enter the following data:

Field Value
Job Enter the job number you wish to transact
Ctrl+L shows the available jobs. These
should be the two for ISAT001. Make a
note of these job numbers against the
assemblies you noted earlier
Qty Quantity you wish to complete (1 or 2,
based on your configuration)
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SN (Serial Number) VIS1100xx* (VIS11000, VIS11001, etc.)
If "No result is found" is displayed when trying to locate the job then you need to wait
for the request set to process (order import, auto-create final assembly in W2)
The serial number is required and used later in Install Base. Write down the serial
numbers:
ISAT001*nnnnnn SN = _____________
ISAT001*nnnnnn SN = _____________
 <Save>
 Repeat for the Second Job, if Applicable
The items have been moved and all materials have been backflushed.
67. Return back to the main menu
 (B) F2
 Go to Menu > Y
 (B) F2
 (B) F2
 (B) F2
Page 45
Pick from non-LPN Controlled Sub Inventory with Drop
Where are we : the configurations are now picked as the backflushing was completed in the
last step.
68. Select Tasks
 (N) Tasks (5) > Directed Tasks (1) > Interleaved Tasks (1) > Accept Any Task (1)
69. Enter the Organization Code, if Prompted

Field Value
Org Code W2
70. Enter Equipment and Sub inventory Information

Field Value
Equipment Null
From Sub Null
Device Null
 (N) Done
You will see the pick task for the item entered earlier. If you don’t then ensure that the
request set is still running. The Interface Manager has to run the WIP Move Transaction
Manager and Process Transaction Interface Manager before you see the tasks.
If you have created bar codes you will be able to scan the following information, if not you will
need to confirm each field. Please see the Script WMS - Label Viewer for further information on
viewing and printing labels.
Field Value
Sub (populated) BULK
Confirm BULK
Loc (populated) B1.1.1
Confirm B1.1.1
LPN Null
Item (populated) Assembly Number : ISAT001*nnnnn
Confirm* ISAT001*nnnnn
UOM (populated) Ea (1 Ea)
Confirm 1
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SN Ctrl L (this will used the SN you entered
earlier)
 <Done>
 Generate LPN
Field Value
Xfer LPN Ctrl G to Generate Next LPN No.
Make a note of the To LPN Number(s)

 ISAT001*_________, LPN#: LPN__________
 ISAT001*_________, LPN#: LPN__________
 Arrow down to (N) Load and Drop
71. Drop the Picked Product at the Appropriate Staging Lane
 The system will now direct you to the Staging Lane to drop the product you just picked
Field Value
From LPN Filled in from previous step
To Sub (populated) STA
Confirm STA
To Loc (populated) L1.1.1
Confirm L1.1.1
Drop LPN Null, assumes same as From LPN
 <Done>
The configuration (order line) is now staged and ready for loading to the Truck via the
Dock Door
If the first configuration, goto task #69 and repeat the above steps for the second
configuration. Otherwise, goto task #72.
72. Return Back to the Main Menu
 (B) F2
 (B) F2
 (B) F2
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Ship LPN Mobile in W2
Where are we: the configurations are now ready for shipment to W1.
73. Navigate to the Shipping Menu
 (N) Outbound > Shipping > LPN Ship
 Enter the Organization, if Prompted

Field Value
Org Code W2
74. Scan the Dock Door and LPN for Shipping

Field Value
Dock Door D1.1.1
LPN Scan the LPN Number previously created or
select by keying Ctrl L for LOV
You will see the message LPN LPNnnnA Loaded
 <Continue/Ship>
75. Enter additional Delivery Information in the Ship Confirm screen

Field Value
Deliv Num Defaults
Weight 15 – Defaults
Deliv UOM Lbs
Waybill Null
Ship Method DHL
 <Ship All>
 You will receive a message to say the deliveries have been submitted Interface Trip Stop
req >
If the first configuration, goto task #74 and repeat the above steps for the second
configuration. Otherwise, goto task #76.
Page 48
 (B) F2
 (B) F2
77. Change Orgs Ready for Next Stage
 (N) Change Org (8)

Field Value
Org Code W1
Goto task #81
Page 49
Receive Purchase Order in Mobile in W1
Receive Purchase Order in Mobile in W1
Where are we : We are now in the W1 organization and will receive in the purchased server
(VS400X) that is sourced from Advantage Corp.
78. Navigate to Internal Requisitions
 (N) Inbound (1) > Receive (2) > PO (1)

Field Value
PO Num Scan, Enter # or Ctrl L. A req number should be
visible
Supplier Advantage
Release 1
Item ISAT001*nnnnn
Once you accept the item new inputs will appear

Field Value
LPN Null
To Sub (dynamically appears) Each (use Crtl L to select)
To Loc (dynamically appears) E5.1.1 (use Crtl L to select)
UOM Accept default
Qty Confirm Quantity (1)
SN Ctrl G (generates a new SN)
 <Done>
A second screen is displayed where you can enter additional information
 Tab down to <Done>
79. You will receive the message Txn Success
80. The next step is to move and complete.
Goto task #86
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Receive Internal Requisition in Mobile in W1
Receive Internal Requisition in Mobile in W1
Where are we : We are now back in the W1 organization. The configurations (the servers)
have now shipped from W2 and now have to be received into W1 ready for shipment with
the rest of the configuration (storage and rack).
The only way to get the Req numbers is to look at the conc request Order Import Child
Req1. One is create foe each ISAT001 item. Click on the View Output button and look to
the bottom. You will see 10/9369// Order has been booked. The 9369 is the req number.
You may want to note those down for use in this section in case there are other requisitions.
81. Navigate to Internal Requisitions
 (N) Inbound (1) > Receive (2) > Int Req (4)
Field Value
Org Code W1
Req Num Scan, Enter # or Ctrl L. A req number should be
visible
From LPN Ctrl L. Your LPN(s) should be visible
Item Ctrl L
Once you accept the item new inputs will appear

Field Value
LPN Enter in the same LPN
Location Accept default
To Sub (dynamically appears) RCV (use Crtl L to select)
To Loc (dynamically appears) RC1.1.1 (use Crtl L to select)
UOM Accept default
Qty Confirm Quantity (1)
SN Ctrl L (uses SN entered earlier)
 <Done>
A second screen is displayed where you can enter additional information
 Tab down to <Done>
You will receive the message Txn Success
Page 51
If the first requisition, goto task #78 and repeat the above steps for the second requisition.
Otherwise, goto task #82.
 (B) F2
 (B) F2
Page 52
Put Away in Mobile in W1
Put Away in Mobile in W1
Where are we : the two configurations are put away in W1
83. Navigate to Put Away
 (N) Tasks (1) > Directed Tasks (1) > Directed Move (5) > Move Any LPN (1)
 Answer/enter the following inputs

Field Value
LPN Scan (or Ctrl L and Select LPN)
 <Drop>
84. Confirm the Quantity & Enter

Field Value
Into LPN Null
Confirm (To Sub) Enter same value as in To Sub (EACH)
Confirm (To Loc) Enter same value as in To Loc (E5.1.1)
 <Drop Full LPN>
Task Complete appears confirming transaction
If the first order, goto task #83 and repeat the above steps for the second requisition.
Otherwise, goto task #85.
 (B) F2
 Go to Menu > Y
 (B) F2
 (B) F2
 (B) F2
Page 53
Where are we: The server model(s) have now been manufactured, shipped from W2,
received and put away into W1. The other configuration items (storage, rack) are now
moved, completed, picked and shipped in W1. The whole system (ISAT000) is then
shipped and invoiced.
86. Navigate to Move and Complete
 (N) Manufacturing (4) > Assy and Material Txn (1) > Complete Assy (2) > Move and
Complete (2)

Field Value
Org Code W1
87. Transact Mobile Move and Complete for ISAT003

Field Value
Job Ctrl L
Select the ISAT003*nnnnn assembly
Qty 1
SN (Serial Number) Ctrl G (Generate new SN)
 <Save>

Field Value
Job Ctrl L
Qty 1
 <Save>
Page 54

Field Value
Job Ctrl L
Qty 1
 <Components>
The serial number needs entering for each of the sub assemblies (the nested models)
under ISAT000. This is very easy, just use Ctrl L to select the Serial Numbers that
have already been entered
 Enter Parent/Component Serial Number

Field Value
Component ISAT001*nnnnnn
Parent SN Ctrl L
SN Ctrl L
 <Next Component>

Field Value
Parent SN Ctrl L
SN Ctrl L

Field Value
Parent SN Ctrl L
SN Ctrl L
Page 55
Field Value
Parent SN Ctrl L
SN Ctrl L
 <Save>
 (B) F2
 Go to Menu > Y
 (B) F2
 (B) F2
 (B) F2
91. Logout of mobile as CTILTON
 (M) Logout (10)
Page 56
Pick from Non-LPN Controlled Sub-Inventory with Drop in W1
Where are we : the parent model, ISAT000, is now ready for picking
92. Login to Mobile

Field Value
User WPARKER
Password WELCOME
93. Select the Next Task
 (N) Tasks(5) > Direct Tasks(1) > Interleaved Tasks(1) > Accept Any Task(1)
 Enter the Organization Code

Field Value
Org Code W1
 Enter Equipment and Sub inventory Information

Field Value
Equipment Null
From Sub Null
Device Null
 (N) Done (B) Enter
94. Accept Next Task on the Mobile Device
You will see the pick task for the item ISAT000*nnnnn
If you have created bar codes you will be able to scan the following information, if not you will
need to confirm each field. Please see the Script WMS - Label Viewer for further information on
viewing and printing labels.
 Enter the Following

Field Value
Sub (populated) EACH
Confirm EACH
Loc (populated) E5.1.1
Confirm E5.1.1
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Item (populated) ISAT000*nnnnn
Confirm ISAT000*nnnnn
UOM (populated) Ea
SN Ctrl L (to use the same number as earlier)
 <Done>
 Complete the Task

Field Value
Xfer LPN Ctrl+G (Generate a new LPN)
Write down the LPN Number: LPN _ _ A
 <Load and Drop>
95. Drop the picked product at the appropriate Staging Lane
 The system will now direct you to the Staging Lane to drop the product you just picked
Field Value
From LPN (populated) Filled in from previous step
To Sub (populated) STA
Confirm STA
To Loc (populated) L1.1.1
Confirm L1.1.1
Drop LPN Null, assumes same as From LPN
 <Done>
The Order is now staged and ready for loading to the Truck via the Dock Door.
96. Logout of mobile
 (N) Logout (6)
Page 58
Where are we : the parent model is now shipped. Once shipped Workflow will process the
order. This will create the invoice and it will become visible in the install base.
97. Login to Mobile

Field Value
User CTILTON
Password WELCOME
98. Ship the Configuration
 (N) Outbound (2) > Shipping (3) > LPN Ship (2)
 If prompted Scan the Organization

Field Value
Org Code W1
 Scan the Dock Door and LPN for Shipping

Field Value
Dock Door D1.1.1
LPN Scan the LPN Number previously created or
select by keying Ctrl L for LOV
You will see the message LPN LPNnnnA Loaded
 <Continue/Ship>
 Enter additional Delivery Information in the Ship Confirm screen

Field Value
Deliv Num Defaults
Weight Null, Optional enter a weight
Deliv UOM Lbs
Waybill Null
Ship Method Null
 <Ship All>
Page 59
You will receive a message to say the deliveries have been submitted Interface Trip
Stop req.
The order has now been shipped.
Page 60
View Sales Order Invoice
View Sales Order Invoice

Where are we : the order has now shipped and is ready for invoicing. In the background,
OM Order Line will run and invoice each line item. This may take several minutes to run
and complete. The workflow will also pass the items to the Install Base.
99. 114. Login to Forms

Field Value
User MFG
Password WELCOME
If you want to view the sales order invoice through AR, then goto task #100. Otherwise goto
task #101.
100.View the Invoice that has been created in AR
 (N) Accounts Receivable > Transactions > Transactions
 (I) Find
 Enter your Sales Order number.
 (B) Find
Invoice for the order should be brought up on the screen.
101.View Invoice from Order Management
 (N) Order Management > Orders, Returns > Quick Order Organizer
 Enter your sales order number in the number field.
 (B) Find
Order Organizer is displayed showing your sales order.
 Right click on the order number field
 (N) Payment > View Invoices/Credits
Additional Information form is displayed with the Invoice/Credit Memo information.
 (B) Invoice Details
Page 61
Receivables Transaction form is opened.
 Close all open forms.
 Logout of Portal
Page 62
View Order in Install Base
View Order in Install Base

The idea here is that you login to iSupport as ‘Amy Miller’(Contact of ‘Business World’).
Amy is having a problem with one of the disk drives on the storage system (the disk array)
and needs to log a Service Request. She can first review her order in Install Base from
iSupport and then initiate the Service Request
102.Login to iSupport
 (H) iSupport
Within the portlet ‘Customers and Partners’ on ADS Portal page
This will launch iSupport Guest page
 (H) Click here to login

Field Value
Username/password amiller/welcome
You will be logged into iSupport as ‘Amy Miller’(Contact of ‘Business World’)
103.Review the Order in Install Base
 iSupport Primary User, Vision Operations > Home

Field Value
Quick Find Installed Base
Value %Integrated%
This returns all the Vision Integrated Systems models in Install Base
 (I) View Configuration against the Instance with the Correct Serial Number
 Navigate and Expand Nodes to Show the Model
104.Review Failed Component
 Expand the Vision Storage Systems
 Expand the Vision Storage Systems (with the Configuration Item and Serial Number)
 Click on the Vision Storage System
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NOTE: It is very important you log the service request against the Vision Storage
Systems model with the ISAT002*nnnnn and a serial number.
The failed component is the hard drive in the configuration. For example, 36 GB HD
@ 7200rpm.
Write down the instance numbers for:
Vision Storage System : _________

36 GB HD (or similar) : _________
 Review Item Instance Details
105.Create Service Request
 (H) Service Requests
 (B) Create New Service Request
‘Create Service Request’ page will display
 (H) Technical Problem
‘Create Service Request: Identify Problem’ page will display. The item you launched
the request from is automatically shown in the Product section
 Enter the following information
Field Value
Problem Type(LOV) HARDWR (Hardware Problem)
 (B) Select
 Enter the following information
Field Value
Urgency(LOV) Immediate
Problem Summary One of the Hard Disks has failed
 (B) Next
 Enter Problem Details

Field Value
Problem Details One of the hard disks in the disk array on the
storage system started to make noises and
Page 64
now it has stopped working
 (B) Next
Navigates to the Suggested Solutions screen. iSupport will try and bring up a solution.
Currently we have no recommendations.
 (B) Next
Navigates to the Contact Information screen.
 (B) Next
Navigates to the Review and Submit screen.
 (B) Submit
A confirmation with Service Request number will be displayed. Write down the
Service Request Number: ________
106.(Optional) Email Service Request
 (B) Email to Me
 An email will be sent to the email address linked to AMILLER
A confirmation with Service Request number will be displayed
We now change roles in the flow and move to the Field Service Dispatcher who schedules the
task for the technician
Page 65
Generate Field Service Trips
Generate Field Service Trips
This program creates shifts (arrival and departure tasks) for every technician. This can be
run as a pre-demo step.
107.Login
Field Value
Username/password syuhov/welcome
Responsibility Field Service Manager, Vision Operations
108.Generate Request
 (N) Field Service Setup > Generate Field Service Trips
 Enter Parameters:
Field: Value:
Time Frame Start Today’s date (Default)
Action Add
 (B) OK
Parameters window closes and the Generate Shift Tasks window is again the focus
 (B) Submit
A decision window appears
 (B) No
Page 66
Create Task
Create Task
In this scenario, the service agent will create the task for the service request created in the
previous step.
109.Create Task from Service Request
 (N) Filed Service Dispatcher > Service Request > Service Requests > Find Service
Requests
 Enter in Service Request Number
 (B) Search
The window automatically opens to the workbench.
 (T) Tasks
 Enter the following information:

Field Value
Task Type Dispatch
Task Status In Planning (Default)
Priority (Optional) Medium (Default)
Owner Type Employee Resource (Default)
Owner Yuhov, Sebastian (Default)
Assignee Type Employee Resource (Default)
Subject Enter task Summary
Description (Optional) Enter task description
Start Planned Date Date is defaulted from sysdate and time
End Planned Date Date is defaulted from systime + reaction time
defined on the contract
Planned Effort 2 Hour (Default)
 (I) Save
Task Number will appear in the NUM field and Task record will appear in the spread
table. Write down the Task Number: __________
 Close window
Page 67
Assign Field Engineer (Dispatch Center)
Assign Field Engineer (Dispatch Center)
In this scenario, the field service dispatcher assigns and schedules the technician to the task
that was created in the previous step by the service agent.
The field service dispatcher assigns and schedules the service task to appropriate service
technician based on: technician availability, parts availability, skills and contract SLAs.
110.Select Task to Schedule
 (M) Field Service Dispatcher > Dispatch Center
The newly created tasks not yet assigned are listed in the Inbox on the left of the
dispatch center.
 Find the task you just created or would like to schedule and highlight it with the cursor
 Check the box next to the task you want to assign.
The Auto Schedule and the Advise buttons are now enabled.
111.Assign Task with Interactive Scheduling
 (B) Right Click > Schedule
 Choose Intelligent as the Assistance Level
In Intelligent mode, the Scheduler suggests task assignment options based on pre-
defined constraints and costs. The costs should be interpreted as “penalty points” rather
than real costs.
 Select the checkbox next to Territory Qualifiers (under the Resources section)
Territory Qualifiers: all are selected by default – you can unselect them if necessary to
further limit a search.
Resource Available box will default to checked
Contracts and Installed Base options can be used when there is a preferred resource
defined in either a customer’s service contract or associated to a product in the
customer’s installed base.
Skills option can be used when a task need resources with specific skills to perform the
task.
Page 68
 Select No parts for the Availability Condition (Under Spares section)
 (B) Search
The Advice Tab is active. The various assignment options are listed with a relative cost
for each option. The options are listed in ascending sequence of “cost”.
The resource list will show the travel times for each resource to the task location.
 Check the first option, which is the resource with lowest cost
The Start and End date fields are populated at the bottom of the tab
 (B) Schedule
The Scheduling Advice Window closes
Overview Tab now shows: The Scheduled Start and End dates for the scheduled task
112.Commit Engineer Schedule
 (I) Plan Board > Technician the task was assigned to
 (B) Right Click > Commit Task
The task status change can be seen in the Plan Board, to the right of the departure time.
In the Plan Board and the Gantt tab, the task color changes based on the setups to reflect
the new status. The status is also updated in the Resource tab.
113. Notify the Engineer/ Technician about the task assignment.
 Page or call the Engineer/Technician
Page 69
Debrief Task
Debrief Task
In this scenario, since we are using the same user for the entire flow we can assume that the
field service technician does not have access to the application so he/she may pass the
debrief information to the dispatcher. The field service dispatcher debrief on behalf of the
technician. However, we have setup different technicians in case you need to show the
specific role.
114. Debrief the start of the task
 (T) Plan Board
 Right click on the task that was previously assigned and select Debrief
The Debrief UI launches for the selected tasks
 Update Assignment Status to Working
 (B) Apply
115. Create Labor Debrief Line
 Expand Labor > (B) Add Another Row
 Enter Labor Transaction values:

Field Value
Service Activity Code Diagnose
Or select from the LOV
Start Time Any Time
Item (Optional) Labor
End Time Start Time + 2 hours
Default if Start time and Duration is entered
Duration 2
Service Date Today’s date (Default)
UOM HR Default
116.Create Material Debrief Lines
 Expand Material > Install : Add Another Row
Page 70
This can take a few seconds to come up
 Enter Material Transaction values:

Field Value
Service Activity Code Install
Sub inventory This value depends on the sub inventories
associated with the technician assigned to the
task.
Item IS40150, IS40151 or IS40152 based on the
hard disk selected in the original model
UOM Ea (Default)
Qty 1
Service Date Today’s date
Reason Material – Broken
Parent Instance This value will default to the instance number
for the item entered in the Service Request
form.
 Enter Return part values
 Expand Material > Returnl : Add Another Row

Field Value
Service Activity Code Recover
Sub inventory Default from defective sub inventory assigned
to the technician
Item Same as above in “Install”
UOM Ea (Default)
Qty 1
Instance Number Select from the LOV the instance number
associated with serialized item
Note: you wrote this down earlier
Service Date Today’s date (Default)
Return Reason Damaged Product
117.Debrief complete, complete Task
 Update assignment status to Completed
 (B) Apply
Page 71
A concurrent request (CSF: Update Debrief Lines) is launched in the background to
generate charges, create inventory transactions and update Installed base.
 Verify Debrief status
 Wait until the Debrief Status changes to ‘Completed’
If your request finishes with warnings go to the Debrief form to check the error
Column. Correct the error and submit the request again. You just need to save the
changes.
 Close Debrief and return to Dispatch Center
118.Review Charges
 Service Request > (T) Charges
If you highlight your task in the task box the Service Request UI will show up.
Otherwise, you will get the Find Service Request UI and you will need to enter the SR
or task number.
 (ST) Action
 Verify charge lines have been created for all debrief lines
 (ST) Pricing
 (B) Submit
 (ST) Order Status
 View the Order Number and Status
Now Order is created in Booked Status. This order contains items that are “Bill Only”
and if you want you can show these back in Order Management.
Page 72
View Changed Install Base
View Changed Install Base

The technician was dispatched to the customer and he/she removed the existing disk and
replaced it with a new one. We want to see this reflected in the Install Base
119.Login to iSupport
Field Value
Username/password amiller/welcome
You will be logged into iSupport as ‘Amy Miller’(Contact of ‘Business World’)
120.Review the Order in Install Base
 iSupport Primary User, Vision Operations > Home

Field Value
Quick Find Installed Base
Value %Integrated%
This returns all the Vision Integrated Systems models in Install Base
 (I) View Configuration against the Instance with the Correct Serial Number
 Navigate and Expand Nodes to Show the Model
121.Review Failed Component
 Expand the Vision Storage Systems
 Expand the Vision Storage Systems (with the Configuration Item and Serial Number)
You will now see the original count has dropped from 12 to 11 and there is now a new
disk with the status “Latest”.
Page 73
End of activity.
Page 74
Flowchart
Start
Run ASCP Launch Request
D
Collections Set
Launch Planning Launch ASCP Launch ADS Request
Mgr Collections (8) Set (12)
Check Collections Schedule request to run
Log into Forms (1) Processes. (9) periodically (13)
Launch Planning Mgr
(2)
A
Run ASCP Plan A
Optional - Change Launch Advanced
Supply Chain Plan. (10) Launch
Processing Lead Transaction
Times for ATP Interface Mgr
Open Organization Item Open Interface Mgr
for W2 (3) Form (14)
Set Processing Lead Select Organization W1
Time (4) You want to
(15)
Open Organization Item launch concurrent
Y Launch Transaction
for W1 (5) requests individually?
Interface Mgr (16)
This is same as last A Schedule request to run
section but it has to be
periodically (17)
repeated for following
Repeat above for
items in W1: (6) N Material Transaction
Set Processing Lead (18)
Time (7)
Launch Request Close Interface Mgr
window (19)
Set
Change Organization B
(11)
Page 75
B
Launch Workflow Launch AutoCreate Launch Create

Background Final Assembly Internal Orders
Process for S.O. Orders in W1 Schedule request to run
Launch Workflow Launch AutoCreate periodically (30)
Background Engine Configuration Process.
(20) (25)
Schedule request to run Schedule request to run
periodically (21) periodically (26) Launch Order
Close Concurrent Import
Request screen. (22)
Launch Order Import
Launch AutoCreate Request Program (31)
Schedule request to run
Final Assembly periodically (32)
Launch AutoCreate Orders in W2
Configuration
Process in W1 Launch AutoCreate
Configuration Process.
Launch AutoCreate (27) Launch Release
Configuration Process. Schedule request to run S.O. s
(23) periodically (28)
Schedule request to run Run Release S.O. s
periodically (24) (for W2) (33)
Schedule request to run
periodically (34)
Launch Create Run Release S.O. s
Internal Orders (for W1) (35)
Launch Create Internal Schedule request to run
S.O. Program under periodically (36)
Destination Inventory
Organization W1 (29) C
Page 76
C
Configuring a Schedule & Book

Complex Order
Pre Demo N Integrated System Schedule S.O. (55)
Steps complete?
Configure Vision Rack Book Order (56)
D
System (45)
Configure System
Y Options/Service (46)
A Optional - Update Review Supply to
Model Quantities (47) Order Workbench
Create S.O. for Summarize & Complete
Integrated Systems Configuration (48) Review Order in Supply
Review Pricing Info to Order Workbench
Log into Forms (37) (49) from S.O. (57)
Create a S.O. (38) Reconfigure & Change
Configure Order (39) Service Duration (50)
Re-Configure System
Options/Service (51) Run ASCP
Review Pricing Info Collections
Configuring a (52)
Complex Enter Parameters for
Integrated System Planning Data Pull (58)
Check Collections
Increase Screen Size Check Availability Processes. (59)
(40)
Open Help Screen (41) Check Availability (53)
Configure/Add Servers View Pegging Details
to Configuration (42) (54) Run ASCP Plan
(Optional) Add Another
Server (43) Launch Advanced
Configure Vision Supply Chain Plan. (60)
Storage System (44)
E
Page 77
E
Release Pick from non-LPN Pick from non-LPN

Requisitions from Controlled Sub Controlled Sub
ASCP Planners Inventory with Inventory with
Workbench Drop Drop
Open Planners Select Tasks (68) Return Back to Main
Workbench (61) Menu (72)
Release Requisitions
from ASCP PWB (62)
View Sourcing & Pick from non-LPN
Release (63) Controlled Sub Ship LPN Mobile in
Inventory with W2
Drop Navigate to Shipping
Transact Mobile Enter Organization Menu (73)
Move & Complete Code, if Prompted (69)
Enter Equipment & Sub G
in W2
inventory Info (70)
Open Mobile Apps (64) Drop Picked Product at Ship LPN Mobile in
Login to Mobile (65) Appropriate Staging W2
Transact Mobile Move Lane (71)
& Complete for Each of Scan Dock Door & LPN
ISAT001 Jobs (66) for Shipping (74)
Return back to main Enter additional
menu (67) Delivery Info in Ship
Confirm screen (75)
Y
First configuration? F
Page 78
F A
Receive Internal Put Away in Mobile

Requisition in in W1
Y Mobile in W1 Navigate to Put Away
First configuration?
Navigate to Internal (83)
G Confirm Quantity &
Requisitions (81)
Enter (84)
N
Ship LPN Mobile in

W2 Y
First requisition? Y
Return Back to Main First order?
Menu (76) B
Change Orgs Ready
for Next Stage (77)
N
N
A
Receive Internal
B Requisition in Put Away in Mobile
Mobile in W1 in W1
Receive P.O. in
Return Back to Main Return Back to Main
Mobile in W1 Menu (85)
Menu (82)
Navigate to Internal
Requisitions (78) H
You will receive
message Txn Success
(79)
Next step is to move &
complete. (80)
Page 79
H
Transact Mobile Pick from Non-LPN

Move & Complete Controlled Sub-
You want to
in W1 Inventory with
view S.O. invoice
Drop in W1 N
Navigate to Move & through AR, then?
Complete (86) Drop picked product at
Transact Mobile Move appropriate Staging
& Complete for Lane (95)
ISAT003 (87) Logout of mobile (96) Y
Transact Mobile Move
& Complete for
ISAT002 (88) View S.O. Invoice
Transact Mobile Move Ship LPN Mobile in View Invoice that has
& Complete for
ISAT000 (89)
W1 been created in AR
(100)
Return Back to Main Login to Mobile (97)
Menu (90) Ship Configuration (98)
Logout of mobile as
CTILTON (91)
View S.O. Invoice
View S.O. Invoice View Invoice from Order
Management (101)
Pick from Non-LPN 114. Login to Forms
Controlled Sub- (99)
Inventory with
Drop in W1 View Order in
Install Base
Login to Mobile (92)
Select Next Task (93) Login to iSupport (102)
Accept Next Task on Review Order in Install
Mobile Device (94) Base (103)
Page 80
I
View Order in Assign Field View Changed

Install Base Engineer (Dispatch Install Base
Review Failed
Center) Login to iSupport (119)
Component (104) Select Task to Schedule Review Order in Install
Create Service (110) Base (120)
Request (105) Assign Task with Review Failed
(Optional) Email Interactive Scheduling Component (121)
Service Request (106) (111)
Commit Engineer
Schedule (112) End
Notify Engineer/
Generate Field Technician about task
Service Trips assignment. (113)
Login (107)
Generate Request
(108) Debrief Task
Debrief start of task
(114)
Create Task Create Labor Debrief
Line (115)
Create Task from Create Material Debrief
Service Request (109) Lines (116)
Debrief complete,
complete Task (117)
Review Charges (118)
Page 81

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