System Process Document

Associating Collection Plans with Transactions

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Document Generation Date 19/01/2010 12:20:00
Date Modified 1/19/2010 12:20:00 PM
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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 iSupplier
Portal.

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

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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System Process Document
Associating Collection Plans with Transactions

Procedure

Step Action
1. Begin by navigating to the Collection Plans page.

Click the vertical scrollbar.

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Associating Collection Plans with Transactions

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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Associating Collection Plans with Transactions

Step Action
5. Click the Collection Plans link.

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Associating Collection Plans with Transactions

Step Action
6. Use the Organizations page to select the appropriate organization.

Step Action
7. Click the M1 list item.

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Associating Collection Plans with Transactions

Step Action
8. Click the OK button.

or Press [Alt+O].

Step Action
9. Use the Collection Plans page to query for the collection plan which you want to
associate with transactions.

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Associating Collection Plans with Transactions

Step Action
10. Press [F11].

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Associating Collection Plans with Transactions

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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Associating Collection Plans with Transactions

Step Action
13. Press [Ctrl+F11].

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Associating Collection Plans with Transactions

Step Action
14. Click the Transactions button.

Step Action
15. Use the Quality Collection Transactions region in the Collection Transactions
page 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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Associating Collection Plans with Transactions

Step Action
16. Click the Transaction Description list.

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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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Associating Collection Plans with Transactions

Step Action
19. Click the OK button.

or Press [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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Associating Collection Plans with Transactions

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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Associating Collection Plans with Transactions

Step Action
22. Use the Collection Triggers region to add context elements to your collection
plans and/or you can use them to define collection triggers.

Collection triggers you define are evaluated as transactions are entered and can be
used to determine which collection plan should be used in the quality data
collection process.

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Associating Collection Plans with Transactions

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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Associating Collection Plans with Transactions

Step Action
26. Enter the desired information into the From field. Enter "IC 2001".

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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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Associating Collection Plans with Transactions

Step Action
29. Click the Yes button.

or Press [Alt+Y].

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Associating Collection Plans with Transactions

Step Action
30. Click the Close button.

Step Action
31. Confirm that the required elements for an inspection transaction have been added to
your plan.

Click the vertical scrollbar.

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Associating Collection Plans with Transactions

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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