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8/14/2019 Associating Collection Plans With Transactions_SPD
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System Process DocumentAssociating Collection Plans with Transactions
Department
Responsibility/Role
File Name 27812855.docRevision
Document Generation Date 19/01/2010 12:20:00
Date Modified 1/19/2010 12:20:00 PM
Last Changed by
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
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System Process DocumentAssociating Collection Plans with Transactions
Step Action
2. Click the Manufacturing and Distribution Manager link.
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System Process DocumentAssociating Collection Plans with Transactions
Step Action
3. Click the vertical scrollbar.
Step Action
4. Click the Collection Plans link.
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System Process DocumentAssociating Collection Plans with Transactions
Step Action
5. Click the Collection Plans link.
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System Process DocumentAssociating Collection Plans with Transactions
Step Action
6. Use the Organizationspage to select the appropriate organization.
Step Action
7. Click the M1 list item.
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System Process DocumentAssociating Collection Plans with Transactions
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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System Process DocumentAssociating Collection Plans with Transactions
Step Action
10. Press [F11].
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System Process DocumentAssociating 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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System Process DocumentAssociating Collection Plans with Transactions
Step Action
13. Press [Ctrl+F11].
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System Process DocumentAssociating Collection Plans with Transactions
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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System Process DocumentAssociating Collection Plans with Transactions
Step Action
17. Click the vertical scrollbar.
Step Action
18. Click the Inspection Transactions (Oracle Purchasing) list.
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System Process DocumentAssociating Collection Plans with Transactions
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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System Process DocumentAssociating 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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System Process DocumentAssociating Collection Plans with Transactions
Step Action
23. Click in the Trigger Name field.
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System Process DocumentAssociating Collection Plans with Transactions
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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System Process DocumentAssociating Collection Plans with Transactions
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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System Process DocumentAssociating Collection Plans with Transactions
Step Action
29. Click the Yes button.
orPress [Alt+Y].
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System Process DocumentAssociating 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 toyour plan.
Click the vertical scrollbar.
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System Process DocumentAssociating Collection Plans with Transactions
Step Action
32. Click the Close button.
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System Process DocumentAssociating Collection Plans with Transactions
Step Action
33. You have completed the associating Collection Plans with Transactions procedure.
End of Procedure.
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