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Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Industry Content Technical Overview

Transcript of Industry Content Technical Overview - Oracle Pages... · Technical Overview. ... location. It is...

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Industry Content Technical Overview

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Industry Content Charter

• Deliver Industry Specific Solutions for User Defined Objects

– UDO’s: E1 Pages, Watchlists, Queries and Café One

• Base each Industry Solution on Personas/User Roles

– Management, Technicians, Operators, ...

• Utilize Oracle Visualization Tools to Provide a Heads Up View of Critical Role Specific Information

– Graphs, Maps, Grids, ...

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What

• Modernize the Out of the Box (OOTB) JDE solution

– Add sizzle to the User Experience

– Increase usage of functionality within install base

• Demonstrate JDE Industry leadership

– Showcase JDE’s Strengths

• Simplify the JDE implementation

– Enable Citizen Developer

Why

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What was Delivered for Industry Content 1.1?

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E1 Pages Café One Layouts Queries Watchlists

E-Delivery

Agribusiness Farm Manager 1 14 4

Natural Resources Maintenance Scheduler 3 14 4

Homebuilder 8 8

ESU

Agribusiness Farm Manager (Revised)Field Manager

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Natural Resources Maintenance Scheduler (Revised)Maintenance Technician

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Homebuilder Lot Start Coordinator

Total 5 E1 Pages 4 Café One Layouts 42 Queries 16 Watchlists

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Natural Resources

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Natural Resources Personas

• Maintenance Technician – travels from job site to job site or equipment to equipment. Performs maintenance on site. Needs access to equipment, work order, PM, inventory and purchasing information.

• Maintenance Scheduler – Plans and creates the work schedules for the maintenance technicians. Needs visibility across overdue, incoming, upcoming, planned, and emergency work, as well as availability of technicians and tools.

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Maintenance Scheduler

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This horizontal bar chart shows the percent of time equipment grouped by manufacturer was both available and not available. It is based on the calculated grid columns for availability in the One View Reporting Equipment Status Inquiry application (P13400).

This table shows the average portion of time available for equipment grouped by Product Family. Additionally, the average downtime duration (in days) is presented. It is based on the calculated grid columns in the One View Reporting Equipment Status Inquiry application (P13400).

This horizontal gauge shows the average number of days for each location that equipment at that

location spent time there. The green, yellow and red show thresholds for

number of days. The black bar in the middle of each horizontal gauge

indicates the average number of days equipment spent time at each

location. It is based on the calculated grid columns in the One View

Reporting Equipment Location Inquiry application (P13230).

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This horizontal bar chart shows the average difference between total estimated and total actual costs for work orders (parts, labor, other costs) by site. It is based on the calculated grid columns for costs in the One View Reporting Work Order Analysis application (P13560).

This table shows the number of work orders that are 0-30 days old, 30-90 days old, 90+ days old or scheduled for the future for each supervisor. It is based on the calculated grid columns in the One View Reporting Work Order Analysis application (P13560).

This single percent represents the average percent that preventive maintenance orders (PMs) have actually been completed compared to their schedule. It is the average across all equipment and PM services. For example, if a truck was scheduled to have it's tires rotated 4 times a year and only 3 rotations were done, the PM fulfillment percentage for that service would be 75%. It is based on the calculated grid columns in the One View Reporting PM Analysis application (P13570).

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This line graph shows the monthly rate that work orders are being planned to start for each business unit for the past 13 months. The Planned Start Date is used to determine when work orders were planned to start. It is based on the calculated grid columns in the One View Reporting Work Order Analysis application (P13560).

This line graph shows the monthly rate that work orders are being completed for each business unit for the past 13 months. The Actual Finish Date is used to determine when work orders were completed. It is based on the calculated grid columns in the One View Reporting Work Order Analysis application (P13560).

This line graph shows the monthly rate that work orders are being created for each business unit for the past 13 months. The Order Date is used to determine when work orders were created. It is based on the calculated grid columns in the One View Reporting Work Order Analysis application (P13560).

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Maintenance Technician

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Screen print of Maintenance Technician

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Screen print of Maintenance Technician

• Based on Work With Work Orders application (P48201) where the logged in user is entered in the work order Assigned To field.

• Represents only work orders that have been completed (Actual Finish Date is not blank).

• For those completed work orders, this represents the percent where the Requested Finish Date is equal to or greater than the Actual Finish Date, hence completed early or on-time.

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Screen print of Maintenance Technician

• Based on the Work With Work Orders application (P48201) where the logged in user is entered in the work order Assigned To field.

• Represents work orders with a Planned Finish Date in this day/week/month (user defined by query).

• The size of the bar is the total labor hours with the work order number shown on each bar. This provides an indication of how much work has been assigned to the technician this week and whether he is over or under assigned.

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Screen print of Maintenance TechnicianThe Overdue WOs watchlist links to the Work With Work Order applications

(P48201) to see a filtered list of work orders where the Planned Finish Date is earlier than today and the Actual Finish

Date is blank, hence overdue.

The Overdue PMs watchlist links to the Work With Work Orders application

(P48201) to see a filtered list of work orders that are Type 6 (preventive

maintenance order) where the Actual Finish Date is blank, hence overdue.

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Café One Definitions

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Equipment Master - Repairs

P1701

P48201E P12071E

Note: The map sub-form is delivered in base product with a placeholder for a map. The placeholder is a link to a video recording that illustrates how to create a dynamic map link in order to display the current location of the equipment.

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Equipment Master - Meter Readings

P1701

P12120E

Note: The map sub-form is delivered in base product with a placeholder for a map. The placeholder is a link to a video recording that illustrates how to create a dynamic map link in order to display the current location of the equipment.

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Work with Work Orders - Parts and Labor

P48201P17730

P17732

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• P1310 Condition-Based Alerts Workbench

– QRY1310A_1601260004JDE CBM Warnings

• P13230 One View Equipment Location Inquiry

– QRY13230A_1512170010JDE Begin Date

• P13400 One View Equipment Status Information

– QRY13400A_1512150007JDE Business Unit

• P13560 One View Work Order Analysis

– QRY13560A_1512180015JDE Business Unit

• P13570 One View PM Analysis

– QRY13570A_1512170012JDE Last Completed Date

– QRY13570A_1512170013JDE Current Year

– QRY13570A_1601050003JDE PMs Completed in Last Year

• P48201 Work with Work Orders

– QRY48201F_1512210008JDE Overdue PMs

– QRY48201F_1601260001JDE Open Emergency Work Orders

– QRY48201F_1601260002JDE Overdue Work Orders

– QRY48201F_1602090005JDE My Overdue Work Orders

– QRY48201F_1602090006JDE My Overdue PMs

– QRY48201F_1602090007JDE WOs Completed on Time

– QRY48201F_1602110001JDE Work Order Load

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Query Definitions

Queries’ values are based on JD Edwards EnterpriseOnedata. User needs to modify to fit their data.

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• Overdue PMs

– OVW48201F_1512210003JDE

– P48201 Work with Work Orders

– Uses Overdue PMs Query

– Thresholds: Warning 10, Critical 20

• Open Emergency Work Orders

– OVW48201F_1601260002JDE

– P48201 Work with Work Orders

– Uses Open Emergency Work Orders Query

– Thresholds: Warning 5, Critical 10

• Overdue Work Orders

– OVW48201F_1601260001JDE

– P48201 Work with Work Orders

– Uses Overdue Work Orders Query

– Thresholds: Warning 10, Critical 20

• CBM Warnings

– OVW1310A_1601260003JDE

– P1310 Condition-Based Alerts Workbench

– Uses CBM Alerts Query

– Thresholds: Warning 5, Critical 10

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Watchlist Definitions for Natural Resources Industry

Watchlists’ thresholds are based on JD Edwards EnterpriseOne data. User needs to modify to fit their data.

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Agribusiness

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Agribusiness Personas

• Field Manager – travels from farm to farm inspecting crops. This includes land that is owned and land that is under contract. Needs access to harvest information and the ability to enter quality results.

• Farm Manager/Supervisor – manages the farming activities. Plans and creates operations. Sets up blocks for the growing season.

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Farm Manager

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P31B94 – to show if any active operations are in error or warning Error ID = HARDERROR or SOFTERROR

P40G32 – Displays the differences between Current Estimate, Planned Estimate and Received Qty for Active Harvests. Provides the Farm Manager insight in how the harvest is progressing

P40G32 – Displays the differences between Current Estimate, Planned Estimate and Received Qtyfor Past Harvests. Provides the Farm Manager the ability to compare Current to Past Harvest performances

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P31B94 – displays active operations status = 2 or 3

P31B94 – displays pending operations status = 0 or 1

Click on link to enter the corresponding application

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Field Manager

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Slightly different than Farm Manager.Instead of the horizontal axis being block name, the graph displays based on 2nd Item Number.

P31B94 – displays active operations Status = 2 or 3

P31B94 – displays pending operations Status = 0 or 1

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Block Variety Map Definition

• Squares represent Blocks (P40G03)• Size of the squares are based on the size of the

planted area of the Block (hectacre)• Color of the squares are based on Variety Code

Geographical ID GEOCST

DD ID DD Description Graphic Definitions

GEOCST Geographical ID High Level Grouping

APPLLATT Appellation Second Level Grouping

VARCODE Variety Code Block Name

PLTAREA Planted Area Size

Appellation APPLLATT

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Café One Defintions

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Grower Harvests – Weigh Tags

P40G33

P40G03

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• P31B94 Operation Search

– QRY31B94A_1508070001JDE Active Farm Operations

– QRY31B94A_1508070002JDE Active Weigh Tags

– QRY31B94A_1512150002JDE Pending Farm Operations

– QRY31B94A_1512180001JDE Winery

– QRY31B94A_1512180002JDE Operations in Error

– QRY31B94A_1512180003JDE Operations in Warning

• P40G02 Grower Block Maintenance

– QRY40G02A_1512150001JDE Block Variety

• P40G03 Grower Harvest Maintenance

– QRY40G03A_1601290003JDE BlockVariety

– QRY40G03A_1602040001JDE Planted Area

• P40G032 Harvest Workbench

– QRY40G032A_1512150003JDE Current Harvest

– QRY40G032A_1512150004JDE Past Harvests

– QRY40G032A_1512180011JDE Harvest by Contract Rep

– QRY40G032A_1512180012JDE Harvest by Supplier

– QRY40G032A_1512180013JDE Current Harvest by Region

– QRY40G032A_1512180014JDE Past Harvests by Region

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Query Definitions

Queries’ values are based on JD Edwards EnterpriseOnedata. User needs to modify to fit their data.

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• Active Farming Operations:

– OVW31B94A_1512180001JDE

– Uses Active Farming Operations Query

– Thresholds: Warning 20, Critical 30

• Pending Farming Operations:

– OVW31B94A_1512180002JDE

– Uses Pending Farming Operations Query

– Thresholds: Warning 5, Critical 10

• Operations in Error

– OVW31B94A_1512180003JDE

– Uses Operations in Error Query

– Thresholds: Warning 15, Critical 20

• Operations in Warning

– OVW31B94A_1512180004JDE

– Uses Operations in Warning Query

– Thresholds: Warning 15, Critical 20

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Watchlist Definitions for Operations (P31B94)

Watchlists’ thresholds are based on JD Edwards EnterpriseOne data. User needs to modify to fit their data.

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Homebuilder

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Homebuilder Persona

• Lot Start Coordinator – Primary role responsible for Lot Start & day to day construction operations. Need visibility into After Start processes (TBD, Est Qtys, etc,) EPO processing, margin review/cost analysis.

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Status - shows the portion of the cost made up by items at each status (Community Posting Status / LSWPOSTC) - to understand what the values mean, you can look at the UDC in the grid's QBE field

Trade - shows the portion of the cost made up by items that correspond to specific trades (e.g., plumbing, framing, electrical, etc.) -the trade field is CAT 1 (RPO 1)

Base and Option - shows the portion of the cost fitting into different option packages. The dark blue is base cost, and then there are certain option packages that increase the cost. The option field is Option Number (OPTION)

In all cases, Lot Job Number is used to uniquely identify the houses (e.g., 11010002 in the below examples.) Extended Price (AEXP) is the value being summed.

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• P44H201 Lot Master

– QRY44H201A_1512080006JDE Projected Starts

• P44H500 Sales Management

– QRY44H500E_1512090001JDE Under Construction

– QRY44H500E_1512090002JDE Projected Closing

• P44H703 HomeBuilder Purchase Order

– QRY44H703A_1512090003JDE Unapproved EPOs

• P44H711 Lot Start Workfile Maintenance

– QRY44H711A_1512090004JDE Estimated Quantities

– QRY44H711A_1512090005JDE Unassigned TBD

– QRY44H711A_1512090006JDE Workfile on Hold

– QRY44H711A_1512090007JDE Workfile Unposted

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Query Definitions

Queries’ values are based on JD Edwards EnterpriseOnedata. User needs to modify to fit their data.

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• Projected Starts

– OVW44H201A_1512090003JDE

– P44H201 Lot Master

– Uses Projects Starts Query

– Thresholds: Warning 10, Critical 20

• Projected Closing

– OVW31B94A_1512180002JDE

– P44H500 Sales Management

– Uses Projected Closing Query

– Thresholds: Warning 30, Critical 40

• Under Construction

– OVW44H500E_1512090002JDE

– P44H500 Sales Management

– Uses Under Construction Query

– Thresholds: Warning 5, Critical 10

• Unapproved EPOs

– OVW44H703A_1512090004JDE

– P44H703 HomeBuilder Purchase Order

– Uses Unapproved EPOs Query

– Thresholds: Warning 1, Critical 5

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Watchlist Definitions for Homebuilder Industry

Watchlists’ thresholds are based on JD Edwards EnterpriseOne data. User needs to modify to fit their data.

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• Estimated Quantities – OVW44H711A_1512090005JDE

– P44H711 Lot Start Workfile Maintenance

– Uses Estimated Quantities Query

– Thresholds: Warning 10, Critical 20

• Unassigned TBD

– OVW44H711A_1512090006JDE

– P44H500 Sales Management

– Uses Unassigned TBD Query

– Thresholds: Warning 2, Critical 5

• Workfile On Hold

– OVW44H711A_1512090007JDE

– P44H500 Sales Management

– Uses Workfile on Hold Query

– Thresholds: Warning 5, Critical 10

• Workfile Unposted

– OVW44H711A_1512090008JDE

– P44H703 HomeBuilder Purchase Order

– Uses Workfile Unposted Query

– Thresholds: Warning 5, Critical 10

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Watchlist Definitions for Homebuilder Industry

Watchlists’ thresholds are based on JD Edwards EnterpriseOne data. User needs to modify to fit their data.

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Active Content Pages – User Functionality

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Changing the Query

To modify the query that the card uses, select the filter icon to activate the dropdown menu

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Changing the QueryType in new Query Name or

cut and paste from Query Information

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Changing the Query – Find the New Query Name

To modify the query for the Current Harvest Performance by Item card,

Select the Harvest Workbench button to open the application

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Changing the Query – To Find the Query Name

Open the Query Window and select your new query

Select the Information Button. A new screen will

pop up.

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Changing the Query – To Find the Query Name

Highlight the Query Name and Copy (Ctrl C)

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Changing the Query

Highlight the old Query Name and Paste (Ctrl V)

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Maintenance Scheduler users only four queries because some cards are based on the same application and the same data set within that application. The query they share represents a single set of data selection criteria, and the result is a single set of grid rows. Those grid rows are then rendered appropriately for each card. This reduces the number of queries the user has to manage, and it also reduces server overhead by combining multiple application invocations into a single invocation.

Availability Cards Query

Availability Cards Query

Average # Equipment Days by Location Query

Average PM Fulfillment Percentage Query

Work Order Cards Query

Work Order Cards Query

Work Order Cards Query

Work Order Cards Query

Work Order Cards Query

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Max Records• As a performance fail-safe, Max Records can be used

to set a maximum number of records (grid rows) to consider.• There is also a system-imposed hard limit

(defaulted to 500, but configurable).• The end user can choose a value that is smaller

(more restrictive) than this system-imposed limit, but if the user enters a larger value, the system limit will apply.

• This feature exists only to avoid very long-running tiles when there is too much data to render effectively.• In general, the query should be used to properly

filter data to a number of rows that is less than or equal to max records.

• If Max Records is artificially truncating your set of data rows, the data visualization may not accurately reflect all the data.

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Active Content Pages –Technical Information

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What are Active Content Pages?

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• Modern UI: Polished, Responsive, Simplified, Standardized

• Card Layout: Active tiles which can show:

– Grids

– Graphical Data Visualizations

– In between Light-weight apps and Watchlists on steroids

– 3rd Party Components (Maps, Applets)

– Generic HTML/JavaScript

• A way to build dashboards and quickly pull the information to the user without entering into apps– User can take actions as well

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Data Bindings

DVT Charts

RESTful Interface - AIS

Active ContentUnder the Covers

Minimum Technical Requirement: JD Edwards EnterpriseOne 9.2 with Tools 9.2.0.2 Release

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Browser JAS

AIS

JAS is now aware of AISactive session

• Client (Browser) submits an AIS-style request directly to the JAS Server.

• JAS server uses the active user session to establish a connection to AIS, then passes the request along to AIS.

• AIS executes the request against the JAS Server, returns the response to JAS.

• The JAS server returns the response to the browser.

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Browser JAS

AIS

JAS is now aware of AIS

JAS #2

active session

• In the preceding slide, the AIS server executed the request against the same JAS server where it originated.

• Alternatively (shown here), the AIS server can offload the processing workload to a second, separate JAS server.

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Browser JAS

JAS is now aware of AISactive session

• From the developer’s perspective, the salient point is that one can now issue AIS requests directly against the JAS server using the existing JAS session.

– There is no need to manage tokens or device ID’s.

– There is no need to know any details (URL, port) about the AIS server doing the work.

• (Note: While these slides show a single JAS/AIS instance, these could be set up as multiple JAS/AIS instances behind a load balancer.)

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Architecture

• Folders

– css, js, scss, templates:• All related to the JET library

• Only need to touch if you need to add new visualizations we haven’t used

– common• This contains the Active Content Pages library that Oracle JD Edwards built in-house

• Only need to touch if you are modifying/extending the platform.

• Don’t need to touch just to add content (new pages).

– translation• Properties files for alternate languages.

• If you support multiple languages, then add the translation text to these files.

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Architecture

• Files

– page.html

– page.js

– page.css

– page.jpg

• These are what you create/modify to build a new Active Content Page.

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Your key responsibilities in each of these files

HTML

• Define Cards

• Layout

• Default Queries

JavaScript

• FormRequests

• Rendering Functions

CSS + jpg

• Background

• [Optional] advanced customization

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