Descriiption Input Value
AM notified by operator of blower siezed. AM contacts FC for recommendation. AM has third party dig sand out of
blower FC recommends we order new blower Third party spends 10 hours trying to free up blower no luck calls FC
replacement blower ordered through Badger parts dist. PO amount adjusted and approval matrix for increased spend.
To do
Log in as Maint. Manager
Home screen opens
To do
FC advises the blower be replaced with a reman blower. FC opens WO and assigns a PO. FC Orders blower from Badger
Parts Dept.
To do
Top left corner click on the ?Navigator?
Navigator window opens
To do
Under ?Supply Chain Excecution? section ? Click ?Maintenance Management?
Maintenance Management screen opens
To do
Next to ?Maintenance Organization? confirm you are in the organization desired. If Necessary click change organization
(CA_MNT for Canada, US_MNT for U.S.)
Select Organization window opens
To do
Click Drop down arrow
Drop down window populated
To do
select desired bussines unit (CA_MNT for Canada, US_MNT for U.S.)
In organization field desired BU populated
To do
Click ok
Select Organization window dissapears and proper BU is selected
To do
10
Click on the ?task? button on right hand side of page
Task window opens
To do
11
under work management Click ?Manage Maintenance Work Orders?
Maintenance Work Order screen opens
To do
12
click + to create a new work order
Create Maintenance Work Order window opens
To do
13
Enter asset number (unit number) in asset field
asset number in asset field
To do
14
Click on drop down arrow in work definition field.
Drop down window populated
To do
15
Scroll to desired work definition and click on it (corrective - vac system)
desired work definition selected
To do
16
Click on drop down arrow in type field.
Drop down window populated
To do
17
Scroll to desired type and click on it (corrective)
desired type selected
To do
18
At bottom of screen click on save and edit
edit work order screen populated and W.O. number populated
To do
19
Enter Description of work being performed in description field (replace blower)
Description in description field
To do
20
top right of screen select save
Confirmation will populate on top left under edit work order
To do
21
click on operations tab next to general information
operations tab opens
To do
22
click on items in desired operation tab
edit operation items pop up window populates
To do
23
click + to add a line item
line item populates
To do
24
click on the search icon
search menu populates
To do
25
in description field type in part desired (blower 145 robocchi)
Description in description field
To do
26
click search
multiple parts populated
To do
27
select desired part (blower)
part highlighted
To do
28
select ok
search window minimizes part populates in line item field
To do
29
select ok
part number populates under items
To do
30
call parts dept have them add desired part to ticket and ship
To do
31
click save
Confirmation will populate on top left under edit work order
To do
32
click back to general information window
in general information window
To do
33
In status field select drop down arrow
Drop down window populated
To do
34
select released in drop down window
status switched to released
To do
35
Click save and Close
Under Maintenance Work Orders Confirmation will appear, Under Confirmation Work order and WO number was
updated should appear
To do
36
Log in as Maint. Manager
Home screen opens
To do
37
Top left corner click on the ?Navigator?
Navigator window opens
To do
38
Under ?Procurement? section ? Click Purchase Orders
Overview Screen should appear
To do
39
Click on the ?task? button on right hand side of page
Task window opens
To do
40
Under Requisitions click Process Requisitions
Process Requisistions screen appears
To do
41
In the ?Requisitioning BU? field click on drop down arrow
Drop down window populated
To do
42
Select apprioriate BU (US BU or CA BU)
Proper Bu selected
To do
43
Under Buyer field clear field
buyer field blank
To do
44
Click Search
all applied requisitions found
To do
45
click desired requisition line
desired requisition highlighted
To do
46
click add to document builder
Add to Document Builder screen populated
To do
47
In supplier field start typing in desired supplier name
supplier name will populate
To do
48
click on full supplier name
supplier name and info will be selected
To do
49
Click OK
Document builder will populate on right side of screen
To do
50
scroll to bottom
at bottom
To do
51
click create
information window will poplate with PO number
To do
52
Click ok
information window dissapears
To do
53
Scroll to bottom
at bottom
To do
54
Under quantity (NOT PRICE) enter the dollar amount you want the purchase order to amount to
ordered amount will change to desired amount
To do
55
Scroll to top of page
at top of page
To do
56
click save
confirmation will populate
To do
57
click on view pdf
pdf will populate
To do
58
open pdf
pdf open
To do
59
save pdf to your desktop
pdf saved to your desktop
To do
60
open email
email opened
To do
61
create new email
email page populated
To do
62
put AM's email address in to field
AM's email in to field
To do
63
Click attach file
attach file box populated
To do
64
selected desired attachment
desired attachment selected
To do
65
click ok
PO pdf attached to email
To do
66
Subject field type in under number
subject is unit number
To do
67
type in unit number, work definition, po number in body of email
info in body of email
To do
68
click send
email sent
To do
69
go back to oracle
in oracle
To do
70
click submit on purchase order
pop up bubble should appear confirming your po was created
To do
71
AM submits P.O. to third party shop
third party performs repairs
To do
72
AM confirms repairs are completed
repairs confirmed and unit picked up
To do
73
AM Logs into oracle
Oracle home screen appears
To do
74
Click on Navigator
Navigator screen popsuph
To do
75
Under Procurment click on My Reciepts
Receive Items screen should pop
To do
76
Clear out Name in requester Box
Requester box is empty
To do
77
click on Items due pull dow arrow
pull down screen opens
To do
78
On pull down select Any Time
Item Due Box Populates with Any Time
To do
79
Sellect Requisitioning B U pull down arrow
Pop udown window should populate with options
To do
80
Click on appropriate BU
Requisitioning BU should populate in the Box
To do
81
Click in Purchase Order Box and enter P O &#
Purchase order Box now contains PO and #
To do
82
Click on Pull Down arrow next to Purchase order Box
Pop up bubble should appear
To do
83
Select Search
Search and select : Purchase Order window should appear
To do
84
hit the search button
PO should populate below
To do
85
Highlight PO
PO should Highlight
To do
86
Click Select Button
Should populate on Receive Items Screen
To do
87
Highlite PO by clicking in Box
PO box should highlite
To do
88
Click Receive Button
Create reciept screen should pop
To do
89
Click in Quantity Box and enter the price on invoice
Quantity Box should populate with Number
To do
90
Scroll requisition line all the way to the right
Should see Attachments
To do
91
Select Plus symbol under attachments
Attachment search window should appear
To do
92
Click on the choose File Box and attach scanned copy of invoice
Under title Document should be displaid
To do
93
Click OK
Goes back to Create Reciept screen with attachment column filled
To do
94
Click Submitt Button at top right
Popup bubble should appear indicating that the transaction quanitity must be equal to or less than quantity created by
FC
To do
95
Select OK
AM notifies FC that he was unable to receive and complete due to the final price exceeding original P.O. amount
To do
96
FC creates change order to adjust P.O. amount
To do
97
Log in as Maint. Manager
Home screen opens
To do
98
Top left corner click on the ?Navigator?
Navigator window opens
To do
99
Under ?Procurement? section ? Click Purchase Orders
Overview Screen should appear
To do
100
Click on the ?task? button on right hand side of page
Task window opens
To do
101
under orders click manage orders
Manage Order page should populate
To do
102
remove buyer from buyer field
buyer field blank
To do
103
in order field type in po number
po number populated in orde field
To do
104
click search button
po found
To do
105
Highlight PO
po highlighted
To do
106
click on the edit pencil
edit change order page populated
To do
107
type in reason for change order in description box (labor exceeded estimated time)
desription written
To do
108
scroll down
at bottom of page
To do
109
in quanity field change quanity to desired amount (10,300)
quanity changed
To do
110
Scroll to top of page
at top of page
To do
111
click save
change order saved
To do
112
click submitt Button at top right
comfirmation pop up will populate
To do
113
AM Logs into oracle
Oracle home screen appears
To do
114
Click on Navigator
Navigator screen popsuph
To do
115
Under Procurment click on My Reciepts
Receive Items screen should pop
To do
116
Clear out Name in requester Box
Requester box is empty
To do
117
click on Items due pull dow arrow
pull down screen opens
To do
118
On pull down select Any Time
Item Due Box Populates with Any Time
To do
119
Sellect Requisitioning B U pull down arrow
Pop udown window should populate with options
To do
120
Click on appropriate BU
Requisitioning BU should populate in the Box
To do
121
Click in Purchase Order Box and enter P O &#
Purchase order Box now contains PO and #
To do
122
Click on Pull Down arrow next to Purchase order Box
Pop up bubble should appear
To do
123
Select Search
Search and select : Purchase Order window should appear
To do
124
hit the search button
PO should populate below
To do
125
Highlight PO
PO should Highlight
To do
126
Click Select Button
Should populate on Receive Items Screen
To do
127
Highlite PO by clicking in Box
PO box should highlite
To do
128
Click Receive Button
Create reciept screen should pop
To do
129
Click in Quantity Box and enter the price on invoice
Quantity Box should populate with Number
To do
130
Scroll requisition line all the way to the right
Should see Attachments
To do
131
Select Plus symbol under attachments
Attachment search window should appear
To do
132
Click on the choose File Box and attach scanned copy of invoice
Under title Document should be displaid
To do
133
Click OK
Goes back to Create Reciept screen with attachment column filled
To do
134
Click Submitt Button at top right
confirmation pop up will populate
To do
135
Select OK
takes you back to received items screen and am is done
To do
136
Log in as Maint. Manager
Maintenance Management screen opens
To do
137
Click on Navigation Screen
Navigation Screen should open
To do
138
Click on Maintenance Management under supply Chain
Maintenance Management screen opens
To do
139
Click on number next to Ready in the Operations box.
Maintenance Dispatch List screen should appear.
To do
140
High light WO number in the line.
Edit WO page opens
To do
141
Click additional information
Boxes will appear
To do
142
Select Completed on time pull down arrow if applicable
Yes or No can be chosen
To do
143
Chose appropriate Yes or no (yes)
Box with populate with coshen yes or no
To do
144
Chose appropriate Yes or no for incident related box if applicable (no)
Box with populate with coshen yes or no
To do
145
scroll to top of page and select Save
Comfirmation bubble appears that changes were saved
To do
146
Select operations Tab highlight Job description 10 line
Job description 10 will highlight
To do
147
Click on arrow on the far right
Click on the Supplier Operations Detail
To do
148
Review supplier operations window opens
Review Quantity Ordered matches Quantity Received
To do
149
In the Receiving Details window click on the receipt number.
Receipt Window opens
To do
150
Scroll to the right to review attachments.
Review attachments.
To do
151
Click Done
Maintenance Management screen opens
To do
152
Click on number next to Ready in the Operations box.
Maintenance Dispatch List screen should appear.
To do
153
Select Arrow next to Work Order number.
Complete options appear.
To do
154
Select Quick Complete
Confirmation that WO has changed from Ready to Complete
Descriiption
AM notified by operator of blower siezed. AM contacts
FC for recommendation. AM has third party dig sand
out of blower FC recommends we order new blower
1 Third party spends 10 hours trying to free up blower no
luck calls FC replacement blower ordered through
Badger parts dist. PO amount adjusted and approval
matrix for increased spend.
2 Log in as Maint. Manager
Home screen opens
FC advises the blower be replaced with a reman blower.
3 FC opens WO and assigns a PO. FC Orders blower from
Badger Parts Dept.
4 Top left corner click on the ?Navigator?
Navigator window opens
Under ?Supply Chain Excecution? section ? Click ?
5
Maintenance Management?
Maintenance Management screen opens
Next to ?Maintenance Organization? confirm you are in
6 the organization desired. If Necessary click change
organization (CA_MNT for Canada, US_MNT for U.S.)
Select Organization window opens
7 Click Drop down arrow
Drop down window populated
select desired bussines unit (CA_MNT for Canada,
8
US_MNT for U.S.)
In organization field desired BU populated
9 Click ok
Select Organization window dissapears and proper BU is
selected
10 Click on the ?task? button on right hand side of page
Task window opens
under work management Click ?Manage Maintenance
11
Work Orders?
Maintenance Work Order screen opens
12 click + to create a new work order
Create Maintenance Work Order window opens
13 Enter asset number (unit number) in asset field
asset number in asset field
14 Click on drop down arrow in work definition field.
Drop down window populated
Scroll to desired work definition and click on it
15
(corrective - vac system)
desired work definition selected
16 Click on drop down arrow in type field.
Drop down window populated
17 Scroll to desired type and click on it (corrective)
desired type selected
18 At bottom of screen click on save and edit
edit work order screen populated and W.O. number
populated
Enter Description of work being performed in
19
description field (replace blower)
Description in description field
20 top right of screen select save
Confirmation will populate on top left under edit work
order
21 click on operations tab next to general information
operations tab opens
22 click on items in desired operation tab
edit operation items pop up window populates
23 click + to add a line item
line item populates
24 click on the search icon
search menu populates
in description field type in part desired (blower 145
25
robocchi)
Description in description field
26 click search
multiple parts populated
27 select desired part (blower)
part highlighted
28 select ok
search window minimizes part populates in line item
field
29 select ok
part number populates under items
call parts dept have them add desired part to ticket and
30
ship
31 click save
Confirmation will populate on top left under edit work
order
32 click back to general information window
in general information window
33 In status field select drop down arrow
Drop down window populated
34 select released in drop down window
status switched to released
35 Click save and Close
Under Maintenance Work Orders Confirmation will
appear, Under Confirmation Work order and WO
number was updated should appear
36 Log in as Maint. Manager
Home screen opens
37 Top left corner click on the ?Navigator?
Navigator window opens
38 Under ?Procurement? section ? Click Purchase Orders
Overview Screen should appear
39 Click on the ?task? button on right hand side of page
Task window opens
40 Under Requisitions click Process Requisitions
Process Requisistions screen appears
In the ?Requisitioning BU? field click on drop down
41
arrow
Drop down window populated
42 Select apprioriate BU (US BU or CA BU)
Proper Bu selected
43 Under Buyer field clear field
buyer field blank
44 Click Search
all applied requisitions found
45 click desired requisition line
desired requisition highlighted
46 click add cument builder
Add cument Builder screen populated
47 In supplier field start typing in desired supplier name
supplier name will populate
48 click on full supplier name
supplier name and info will be selected
49 Click OK
Document builder will populate on right side of screen
50 scroll to bottom
at bottom
51 click create
information window will poplate with PO number
52 Click ok
information window dissapears
53 Scroll to bottom
at bottom
Under quantity (NOT PRICE) enter the dollar amount
54
you want the purchase order to amount to
ordered amount will change to desired amount
55 Scroll to top of page
at top of page
56 click save
confirmation will populate
57 click on view pdf
pdf will populate
58 open pdf
pdf open
59 save pdf to your desktop
pdf saved to your desktop
60 open email
email opened
61 create new email
email page populated
62 put AM's email address in to field
AM's email in to field
63 Click attach file
attach file box populated
64 selected desired attachment
desired attachment selected
65 click ok
PO pdf attached to email
66 Subject field type in under number
subject is unit number
type in unit number, work definition, po number in
67
body of email
info in body of email
68 click send
email sent
69 go back to oracle
in oracle
70 click submit on purchase order
pop up bubble should appear confirming your po was
71
created
AM submits P.O. to third party shop
third party performs repairs
72 AM confirms repairs are completed
repairs confirmed and unit picked up
73 AM Logs into oracle
Oracle home screen appears
74 Click on Navigator
Navigator screen popsuph
75 Under Procurment click on My Reciepts
Receive Items screen should pop
76 Clear out Name in requester Box
Requester box is empty
77 click on Items due pull dow arrow
pull down screen opens
78 On pull down select Any Time
Item Due Box Populates with Any Time
79 Sellect Requisitioning B U pull down arrow
Pop udown window should populate with options
80 Click on appropriate BU
Requisitioning BU should populate in the Box
81 Click in Purchase Order Box and enter P O &#
Purchase order Box now contains PO and #
82 Click on Pull Down arrow next to Purchase order Box
Pop up bubble should appear
83 Select Search
Search and select : Purchase Order window should
appear
84 hit the search button
PO should populate below
85 Highlight PO
PO should Highlight
86 Click Select Button
Should populate on Receive Items Screen
87 Highlite PO by clicking in Box
PO box should highlite
88 Click Receive Button
Create reciept screen should pop
89 Click in Quantity Box and enter the price on invoice
Quantity Box should populate with Number
90 Scroll requisition line all the way to the right
Should see Attachments
91 Select Plus symbol under attachments
Attachment search window should appear
92
Click on the choose File Box and attach scanned copy of
invoice
Under title Document should be displaid
93 Click OK
Goes back to Create Reciept screen with attachment
column filled
94 Click Submitt Button at top right
Popup bubble should appear indicating that the
transaction quanitity must be equal to or less than
quantity created by FC
95 Select OK
AM notifies FC that he was unable to receive and
complete due to the final price exceeding original P.O.
amount
96 FC creates change order to adjust P.O. amount
97 Log in as Maint. Manager
Home screen opens
98 Top left corner click on the ?Navigator?
Navigator window opens
99 Under ?Procurement? section ? Click Purchase Orders
Overview Screen should appear
100 Click on the ?task? button on right hand side of page
Task window opens
101 under orders click manage orders
Manage Order page should populate
102 remove buyer from buyer field
buyer field blank
103 in order field type in po number
po number populated in orde field
104 click search button
po found
105 Highlight PO
po highlighted
106 click on the edit pencil
edit change order page populated
107
type in reason for change order in description box
(labor exceeded estimated time)
desription written
108 scroll down
at bottom of page
109
in quanity field change quanity to desired amount
(10,300)
quanity changed
110 Scroll to top of page
at top of page
111 click save
change order saved
112 click submitt Button at top right
comfirmation pop up will populate
113 AM Logs into oracle
Oracle home screen appears
115 Click on Navigator
Navigator screen popsuph
116 Under Procurment click on My Reciepts
Receive Items screen should pop
117 Clear out Name in requester Box
Requester box is empty
118 click on Items due pull dow arrow
pull down screen opens
119 On pull down select Any Time
Item Due Box Populates with Any Time
120 Sellect Requisitioning B U pull down arrow
Pop udown window should populate with options
121 Click on appropriate BU
Requisitioning BU should populate in the Box
122 Click in Purchase Order Box and enter P O &#
Purchase order Box now contains PO and #
123 Click on Pull Down arrow next to Purchase order Box
Pop up bubble should appear
124 Select Search
Search and select : Purchase Order window should
appear
125 hit the search button
PO should populate below
126 Highlight PO
PO should Highlight
127 Click Select Button
Should populate on Receive Items Screen
128 Highlite PO by clicking in Box
PO box should highlite
129 Click Receive Button
Create reciept screen should pop
130 Click in Quantity Box and enter the price on invoice
Quantity Box should populate with Number
131 Scroll requisition line all the way to the right
Should see Attachments
132 Select Plus symbol under attachments
Attachment search window should appear
133
Click on the choose File Box and attach scanned copy of
invoice
Under title Document should be displaid
Click OK
134
Goes back to Create Reciept screen with attachment
column filled
135 Click Submitt Button at top right
confirmation pop up will populate
136 Select OK
takes you back to received items screen and am is done
137 Log in as Maint. Manager
Maintenance Management screen opens
138 Click on Navigation Screen
Navigation Screen should open
139 Click on Maintenance Management under supply Chain
Maintenance Management screen opens
140 Click on number next to Ready in the Operations box.
Maintenance Dispatch List screen should appear.
141 High light WO number in the line.
Edit WO page opens
142 Click additional information
Boxes will appear
143 Select Completed on time pull down arrow if applicable
Yes or No can be chosen
144 Chose appropriate Yes or no (yes)
Box with populate with coshen yes or no
145
Chose appropriate Yes or no for incident related box if
applicable (no)
Box with populate with coshen yes or no
146 scroll to top of page and select Save
Comfirmation bubble appears that changes were saved
147 Select operations Tab highlight Job description 10 line
Job description 10 will highlight
148 Click on arrow on the far right
Click on the Supplier Operations Detail
149 Review supplier operations window opens
Review Quantity Ordered matches Quantity Received
150
In the Receiving Details window click on the receipt
number.
Receipt Window opens
151 Scroll to the right to review attachments.
Review attachments.
152 Click Done
Maintenance Management screen opens
153 Click on number next to Ready in the Operations box.
Maintenance Dispatch List screen should appear.
154 Select Arrow next to Work Order number.
Complete options appear.
155 Select Quick Complete
Confirmation that WO has changed from Ready to
Complete
Input Value
[email protected]
US_MNT
US_MNT
DONE
Done
1064
WO20050857 - 1064
CORRECTIVE - VAC SYSTEM
done
corrective
WO10022564
Replace blower
DONE
10 , 20 operations
Done
AIR DIG
Done
blower 145 robocchi
done
AIR DIG
done
AIR DIG
done
done
done
done
released
OK
DONE
WO20050859-10
WO20050859
OK
US BU
US BU
[email protected]
RQ20060184
Outside Processing Purchase Order
A&K MACHINE & FAB SHOP INC
1-JACKSONVILLE
PO20044780
OK
PO20044780
done
ok
I USD
Done
done
Done
done
done
done
ok
ok
ok
ok
ok
ok
ok
ok
ok
PO20044780
ok
ok
ok
ok
You created the following receipt numbers: 41032.
ok
ok
ok
US BU
US BU
PO20044780
OK
OK
OK
You created the following receipt numbers: 41032.
OK
OK
OK
OK
1 USD
PO20044780
OK
OK
OK
OK
OK
OK
OK
OK
OK
You created the following receipt numbers: 41032.
OK
OK
You created the following receipt numbers: 41032.
PO10025368
OK
I USD
OSP
OK
You created the following receipt numbers: 41032.
WO20050859-10
WO20050859-10
DONE
DONE
DONE
OK
DONE
DONE
OK
WO20050859-10
OK
OK
DONE
