associating collection plans with transactions_spd

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System Process DocumentAssociating Collection Plans with Transactions

Department

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File Name 27812855.docRevision

Document Generation Date 19/01/2010 12:20:00

Date Modified 1/19/2010 12:20:00 PM

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Status

Associating Collection Plans with Transactions

Trigger:

Concept

You can associate a collection plan with a transaction, and enable it. This makes the associated

collection plan available on the transaction's list of values when Quality collection is invoked.

By associating collection plans with transactions, you can collect quality data during transactions

in Flow Manufacturing, Purchasing, TeleService, Work in Process, Enterprise Asset

Management, Advanced Service Online, Mobile Supply Chain Applications, Warehouse

Management System, Shop Floor Management, Oracle Process Manufacturing and iSupplierPortal.

In this topic, you will associate a collection plan with a transaction.

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

Last changed on: 1/19/2010 12:20:00 PM Page 1


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Step Action

2. Click the Manufacturing and Distribution Manager link.



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Step Action

3. Click the vertical scrollbar.

Step Action

4. Click the Collection Plans link.

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Step Action

5. Click the Collection Plans link.



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Step Action

6. Use the Organizationspage to select the appropriate organization.

Step Action

7. Click the M1 list item.



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Step Action

8. Click the OKbutton.

orPress [Alt+O].

Step Action

9. Use the Collection Planspage to query for the collection plan which you want to

associate with transactions.



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Step Action

10. Press [F11].



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Step Action

11. Click in the Collection Plan field.

Step Action

12. Enter the desired information into the Collection Plan field. Enter "IC QUALITY

PLAN%".



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Step Action

13. Press [Ctrl+F11].



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Step Action

14. Click the Transactions button.

Step Action

15. Use the Quality Collection Transactions region in the Collection Transactionspage to select collection transactions.

You can associate a transaction with one or more collection plans. You also can

associate a collection plan with one or more transactions.



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Step Action

17. Click the vertical scrollbar.

Step Action

18. Click the Inspection Transactions (Oracle Purchasing) list.



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Step Action

19. Click the OKbutton.

orPress [Alt+O].

Step Action

20. Mandatory is the default option for Purchasing Inspection Transactions.

For other transactions, you can choose not to check the Mandatory option. By

doing so, you can skip quality result entry for this transaction.



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Step Action

21. Check the Enabled check box to ensure that this collection plan is available for

quality data collection during transactional data entry.

Click the Enabled option.



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Step Action

23. Click in the Trigger Name field.



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Step Action

24. Enter the desired information into the Trigger Name field. Enter "Item".

Step Action

25. Click in the From field.



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Step Action

27. Click the Save button.

Step Action

28. Inspection transactions require certain mandatory collection elements: Inspection

Result, Quantity, UOM Name, and Transaction Date.

Should your plans not have the required elements for an inspection transaction, the

application prompts you to add the elements.



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Step Action

29. Click the Yes button.

orPress [Alt+Y].



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Step Action

30. Click the Close button.

Step Action

31. Confirm that the required elements for an inspection transaction have been added toyour plan.

Click the vertical scrollbar.



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Step Action

32. Click the Close button.



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Step Action

33. You have completed the associating Collection Plans with Transactions procedure.

End of Procedure.


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