Oracle APEX
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The document discusses a project by AXIA Consulting to develop a custom Oracle APEX solution to improve Intelligrated's spare parts business process. The new solution allows users to create, edit, and manage recommended spare parts lists. It provides functionality for changing spare part flags and types, excluding items, and editing bills of materials. The solution leverages various APEX features like interactive reports, formatting, and importing. Benefits include real-time data access, automated processes, and improved spare part definition and management.
Oracle APEX
- 1. Proprietary and confidential. AXIA Consulting™ | All rights reserved. Integrating a Custom APEX Solution with Oracle EBS Solving the Spare Parts Business Process
- 2. AXIA Consulting About AXIA Consulting At AXIA Consulting, we understand the importance of choosing a trustworthy partner who takes the time to understand your business and we have the proven ability to deliver meaningful results. With a team of industry experts who average 20 years of experience in the field, AXIA’s accessible business and technology leaders hardness their expertise to solve our clients’ most complex problems. Founded in 2005, AXIA is 100% employee-owned and employs approximately 100 Senior Consultants. We are a global company, delivering results for clients in more than 54 countries over six continents. www.axiaconsulting.net Committed To Excellence AXIA is driven by values and our commitment to excellence, resulting in trusted partnerships and lasting client relationships
- 3. • Understand the business problem and drivers for a new solution –Intelligrated will be used as the example • Understand how Oracle’s APEX product can be used to build custom solutions • Understanding the Business Requirements to perform the task • To model the solution approach in Oracle APEX • To model out of the box functionality within Oracle APEX • Identifying the Benefits of the new solution Session Objectives
- 4. • Leading North American-owned, single-point provider of automated material handling solutions with operations in multiple countries • Designs, manufactures and installs complete material handling automation solutions, including: line sortation systems, loop sortation systems, conveyor systems, and palletizers • Segment of the business is spare parts for the full systems that they design and manufacture • Spare parts can be designated as a standard spare part or critical spare part • A list of spare parts can be requested by the customer throughout the lifecycle of a project and after the project has concluded, including at the time of a quote, or years after the solution was installed Intelligrated
- 5. Problem: • The old solution for creating Spare Parts lists utilized a legacy .net application which was understood by a very limited number of IT and business resources Cumbersome Process • Business Processes were very cumbersome and the IT solution was not utilizing strategic software. It relied on: • Importing data from Oracle • vlookups of data into Customer Facing Reports • Manual manipulation of data into Customer Facing Reports
- 6. Solution: • The new solution needed to be as good or better than the legacy solution • The legacy solution had some functionality that would be difficult to replicate in standard Oracle Forms, such as pivot table analysis • Oracle APEX was chosen as the solution because of its ease of use for development activities and its out of the box functionality New Solution
- 7. Ability Requirements: • Change Spare Flag and Spare Type designations • Exclude items from a Recommended Spare Parts List (RSPL) • Create multiple versions of the same RSPL based on the current stage of the lifecycle (As Proposed vs. As Installed) • Edit the BOMs and Sales Order lines of what was shipped • Pull in Customer Specific Pricing • Perform Slicing and Dicing of data on the fly • Import data from outside systems Business Requirements
- 8. Starting the Process In order to build a new RSPL a Project or Sales Order is used as the starting point. In order to begin the user can search by: • Created By • Customer • Project Number • RSPL Number • Sales Order • Spare Product Type
- 9. Part List Tab Different sections utilized to provide different functionality on the same screen 3. Update Values for Multiple rows 4. Main Report – Change individual rows 1. Header Information 2. Change Header Information
- 10. Detail Tab The Details Tab shows all the sales order lines, and explodes their BOMs, so the user can edit an individual part within a sales order line’s BOM
- 11. Detail Tab Once you drill into an individual line, you can change the equipment number, the component number and the quantity • All changes cascade to the other tabs
- 12. Where Used Tabs The Where Used tabs show all the parts that are used on an RSPL, by equipment number • On this screen you can change a component number or an equipment number • All changes cascade to the other tabs
- 13. Import Tab The Import Tab allows the user to import data that may not exist on Sales Orders within Oracle • The user can add it to an existing RSPL or create a brand new RSPL • If the part numbers on the import file are not within Oracle, the user receives an exception report so the items can be inducted
- 14. Reports Tab There are 3 main reports used by the RSPL team to review data: • All 3 are straight data dumps, but utilizing APEX out of the box functionality, they can be personalized by the end user to see the data they want to see
- 15. APEX Functionality A default view is created during development, but it can be changed using the standard Actions button and saved as a personal view
- 16. Select Columns allows the ability to add and remove columns from the list of columns displayed Select Columns • Many columns are rarely used, but may be needed in particular use cases so this allows them to change the view that they are working in
- 17. Control Breaks, Totals & Highlighting Example Initial Data Screen
- 18. • Added a control break for the Created By • Added highlighting for Jan-2017 • Add totals Formatting Example Control Breaks, Highlighting & Totals
- 19. Formatting Example Control Break: – Actions > Format > Control Break Totals: – Actions > Format > Aggregate Highlighting: – Actions > Format > Highlight
- 20. Format Format has a lot of powerful tools that can be used to help slice and dice data for the users: • Sort: Changes the columns to sort and determines whether to sort in ascending or descending order • Control Break: Creates a break group on one or several columns. This pulls the columns out of the interactive report and displays them as a master record • Highlight: Defines a filter that highlights the rows that meet the filter criteria • Compute: Enables users to add computed columns to a report • Aggregate: Enables users to perform mathematical computations against a column • Chart: Displays the report data as a chart • Group By: Enables users to group the result set by one or more columns and perform mathematical computations against columns
- 21. Benefits Tool resides in Oracle, item data is real-time: • Data & Electrical BOMs are available immediately, eliminating nightly feed wait for the legacy system • Spare designation is real-time and resides in the Oracle Item Master, Oracle is now the record of truth for spare information • Pricing can now be generated directly in the Spare List, without the need to use an uploader • Any process that could take a long time is run as a concurrent request in the background so the user can continue to work • In the Legacy Tool if you are running a long running request you can not continue to work, sometimes you can wait over an hour. • Creating a new RSPL • Creating a new RSPL Report • Generating Pricing • Swapping out Cross References
- 22. Benefits cont. Better Definition: • Ability to better define RSPLs to stages of the lifecycle process • As Proposed • Partial • As Engineered • As Installed • As Exists • Spare Type gives the ability to add additional types of spares in the future • Normalization of Spare Product Types presented internally and externally, through standard drop down menus • Some Spare Product Types are determined by the Item’s Classification, capitalizing on the PDS project • Intelligrated Spares • Electrical Spares • Scanner – Cognex • Scanner – Sick
- 23. Benefits cont. Data Automation: Manual Data Manipulation has been automated • The finalized report from Legacy System had to have manual data manipulation performed. • Substitute Items had to be manually swapped out (ex. Driver Pad vs Driver Pad Roll) • Items listed on multiple sheets had to be combined to remove duplication • Old report showed all conveyors in the “Where Used by Conveyor” column, at times over 175 conveyors in 1 cell, which was un-readable • New Process: • Substitute Items are now available to be swapped out in the workbench • Items are forced to be on 1 sheet in the new workbench • Where Used tab now has the asset number on each line • The “Where Used by Conveyor” column has been changed to be “Number of Assets Used In”, which shows a count instead of listing out every conveyor in the cell
- 24. Contacts For more information, visit http://www.axiaconsulting.net/ or give us a call at 866.937.5550 AXIA Consulting is a global provider of business and technology solutions focused on maximizing investments and delivering results. With experience across multiple industries and more than 54 countries, AXIA’s senior team helps organizations tackle tough challenges, from large-scale ERP implementations and post-merger integrations, to organizational change and more.