Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Management Fundamentals
Volume 1 - Student Guide
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Edition 1.0
August 2007
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Copyright 2002, 2007, Oracle. All rights reserved.
Disclaimer
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owners.
Author
Sudha Seshadri
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Technical Contributors and Reviewers
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James Michael Amulu, David Nelson, Amy Sonczalla
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Table of Contents
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User Roles .....................................................................................................................................................1-35
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Support for 21 CFR Part 11 ...........................................................................................................................1-37
Agenda...........................................................................................................................................................1-38
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Setting Up Oracle Enterprise Asset Management ........................................................................................2-1 a
Summary........................................................................................................................................................1-39
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Setting Up Oracle Enterprise Asset Management .........................................................................................2-3
Objectives ......................................................................................................................................................2-4
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Agenda...........................................................................................................................................................2-5
eAM Setup Overview ....................................................................................................................................2-6
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Agenda...........................................................................................................................................................2-7
Organization Setup ........................................................................................................................................2-8
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Practice - Creating an Employee ...............................................................................................................2-9
Solution - Creating an Employee...............................................................................................................2-11
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Setting Up Organizations...............................................................................................................................2-15
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Enabling Organizations for eAM...................................................................................................................2-16
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Guided Demonstration - Enabling eAM Organizations.............................................................................2-18
Defining eAM Parameters .............................................................................................................................2-20
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Practice - Setting Up Organization User Values........................................................................................2-23
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Solution Setting Up Organization User Values ......................................................................................2-25
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Guided Demonstration - Defining eAM Parameters..................................................................................2-29
Agenda...........................................................................................................................................................2-31
Event Logging ...............................................................................................................................................2-32
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Areas..............................................................................................................................................................2-34
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Practice - Defining Areas...........................................................................................................................2-35
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Solution - Defining Areas..........................................................................................................................2-36
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Resources.......................................................................................................................................................2-37
Practice - Defining Resources....................................................................................................................2-38
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Practice - Defining an Asset BOM ............................................................................................................2-115
Solution - Defining an Asset BOM............................................................................................................2-116
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Agenda...........................................................................................................................................................2-118
Rebuildable Items and Serial Numbers .........................................................................................................2-119
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Practice - Defining Rebuildable Items.......................................................................................................2-124
Solution - Defining Rebuildable Items ......................................................................................................2-125
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Practice - Defining Rebuildable Serial Numbers.......................................................................................2-127
Solution - Defining Rebuildable Serial Numbers ......................................................................................2-130
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Practice - Viewing Asset Details using the Maintenance Workbench.......................................................2-135
Solution Viewing Asset Details using the Maintenance Workbench......................................................2-136
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Agenda...........................................................................................................................................................2-139
Non-Stock Direct Items .................................................................................................................................2-140
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Agenda...........................................................................................................................................................2-142
Activities........................................................................................................................................................2-143
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Practice - Defining Activities ....................................................................................................................2-145
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Solution - Defining Activities....................................................................................................................2-147
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Activity Association ......................................................................................................................................2-152
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Practice - Associating Assets with Activities ............................................................................................2-156
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Solution Associating Assets with Activities ...........................................................................................2-159
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Activity Workbench ......................................................................................................................................2-164
Maintenance Routes ......................................................................................................................................2-173
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Practice - Defining Component Items .......................................................................................................2-175
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Solution - Defining Component Items.......................................................................................................2-177
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Practice - Purchase and Receive Component Items...................................................................................2-181
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Objectives ......................................................................................................................................................4-4
Agenda...........................................................................................................................................................4-5
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Overview of eAM Work Management ..........................................................................................................4-6
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Agenda...........................................................................................................................................................4-8
Work Requests...............................................................................................................................................4-9
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Life Cycle of a Work Request .......................................................................................................................4-11
Agenda...........................................................................................................................................................4-13
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Overview of eAM Work Orders ....................................................................................................................4-14
Work Order Status Lifecycle .........................................................................................................................4-15
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Release Approval Process..............................................................................................................................4-17
eAM Work Orders .........................................................................................................................................4-18
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Routine Work Orders.....................................................................................................................................4-19
Practice - Defining Meters.........................................................................................................................4-26
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Solution - Defining Meters ........................................................................................................................4-28
Practice - Entering Routine Work Orders..................................................................................................4-30
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Solution - Entering Routine Work Orders .................................................................................................4-33
Preventive Maintenance Work Orders...........................................................................................................4-45
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Rebuild Work Orders.....................................................................................................................................4-47
Defining Work Order Documents .................................................................................................................4-53
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Agenda...........................................................................................................................................................4-54
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Operations and Tasks.....................................................................................................................................4-55
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Material Requirements ..................................................................................................................................4-59
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Resource Requirements .................................................................................................................................4-63
Agenda...........................................................................................................................................................4-68
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Work Order Relationships .............................................................................................................................4-69
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Practice - Using the Scheduler Workbench ...............................................................................................4-71
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Solution Using the Scheduler Workbench..............................................................................................4-73
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Agenda...........................................................................................................................................................4-81
Work Order Transactions ..............................................................................................................................4-82
O Transacting Material......................................................................................................................................4-83
Material Transaction Accounting ..................................................................................................................4-84
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Agenda...........................................................................................................................................................5-7
Meters ............................................................................................................................................................5-8
Defining Meters.............................................................................................................................................5-9
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Associating Meters with Capital Assets and Rebuildable Inventory .............................................................5-14
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Using Meter Hierarchy ..................................................................................................................................5-13
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Entering Meter Readings ...............................................................................................................................5-16
Agenda...........................................................................................................................................................5-18
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Preventive Maintenance (PM) Scheduling ....................................................................................................5-19
Defining Set Names.......................................................................................................................................5-20
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Scheduling Types of PM Sets........................................................................................................................5-22
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Entering PM Scheduling Definitions.............................................................................................................5-24
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Entering Major PM Scheduling Options .......................................................................................................5-32
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Entering Base Date and Base Meter ..............................................................................................................5-34
Entering Multiple Activity PM......................................................................................................................5-36
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Example: Schedule Based On........................................................................................................................5-37
Example.........................................................................................................................................................5-38
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Defining Suppression Activities ....................................................................................................................5-39
Practice - Entering PM Scheduling Definitions.........................................................................................5-41
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Solution - Entering PM Scheduling Definitions ........................................................................................5-44
Agenda...........................................................................................................................................................5-56
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Generating Work Orders ...............................................................................................................................5-57
Agenda...........................................................................................................................................................5-59
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Summary........................................................................................................................................................5-60
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Failure Analysis ...............................................................................................................................................6-1
Failure Analysis.............................................................................................................................................6-3
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Objectives ......................................................................................................................................................6-4
Overview of Failure Analysis........................................................................................................................6-5
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Setting Up Failure Analysis Codes................................................................................................................6-6
Collecting Failure Information ......................................................................................................................6-8
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Guided Demonstration - Setting Up Material Planning Parameters ..........................................................8-19
Guided Demonstration - Creating a Master Demand Schedule .................................................................8-20
Practice - Performing MRP for eAM Work Orders...................................................................................8-21
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Solution - Performing MRP for eAM Work Orders ..................................................................................8-23 a
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Agenda...........................................................................................................................................................8-28
eAM Scheduling ............................................................................................................................................8-29
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Defining Scheduling Rules for Work Order Relationships ...........................................................................8-31
Using the Scheduler Workbench ...................................................................................................................8-32
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Agenda...........................................................................................................................................................8-34
Summary........................................................................................................................................................8-35
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Direct Item Procurement for eAM Work Orders.........................................................................................9-1
Direct Item Procurement for eAM Work Orders...........................................................................................9-3
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Objectives ......................................................................................................................................................9-4
Agenda...........................................................................................................................................................9-5
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Overview of Direct Item Procurement...........................................................................................................9-6
Demo - Enabling Direct Item Procurement ...............................................................................................9-10
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Entering Requisitions for Direct Items ..........................................................................................................9-12
Entering Non-Stock Direct Items ..................................................................................................................9-18
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Creating Purchase Orders ..............................................................................................................................9-19
Practice - Creating Purchase Orders ..........................................................................................................9-22
Solution Creating Purchase Orders.........................................................................................................9-25
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Practice - Entering Orders for Direct Items ...............................................................................................9-32
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Solution Entering Orders for Direct Items..............................................................................................9-34
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Agenda...........................................................................................................................................................9-42
Accounting Entries Created...........................................................................................................................9-43
O Summary........................................................................................................................................................9-45
eAM Cost Management...................................................................................................................................10-1
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Summary........................................................................................................................................................11-23
eAM Property Manager ..................................................................................................................................12-1
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eAM Property Manager .................................................................................................................................12-3
Objectives ......................................................................................................................................................12-4
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Agenda...........................................................................................................................................................12-5
eAM Property Manager .................................................................................................................................12-6
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Agenda...........................................................................................................................................................12-7
Setting Up the Integration..............................................................................................................................12-8
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Agenda...........................................................................................................................................................12-10
Property Manager Integration........................................................................................................................12-11
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Guided Demonstration - Viewing the Property Manager Integration........................................................12-14
Agenda...........................................................................................................................................................12-16
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Summary........................................................................................................................................................12-17
eAM Service .....................................................................................................................................................13-1
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eAM Service..................................................................................................................................................13-3
Objectives ......................................................................................................................................................13-4
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Agenda...........................................................................................................................................................13-5
Oracle Service Integration Overview ............................................................................................................13-6
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Agenda...........................................................................................................................................................13-7
Setting up eAM Service.................................................................................................................................13-8
Creating Maintenance Service Request Types ..............................................................................................13-10
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Enabling Service Requests for Capital Assets and Rebuildable Inventory....................................................13-11
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Agenda...........................................................................................................................................................13-12
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Creating Service Requests .............................................................................................................................13-13
Enabling eAM Specific Fields.......................................................................................................................13-15
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Agenda...........................................................................................................................................................15-8
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Defining a Project..........................................................................................................................................15-9
Agenda...........................................................................................................................................................15-11
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Agenda...........................................................................................................................................................15-14
Creating Requisitions or Purchase Orders .....................................................................................................15-15
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Agenda...........................................................................................................................................................15-19
Updating the Commitments for a Project ......................................................................................................15-20
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Agenda...........................................................................................................................................................15-22
Summary........................................................................................................................................................15-23
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eAM Work Order Billing and Capitalization ...............................................................................................16-1
eAM Work Order Billing and Capitalization.................................................................................................16-3
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Objectives ......................................................................................................................................................16-4
Agenda...........................................................................................................................................................16-5
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Work Order Billing........................................................................................................................................16-6
Agenda...........................................................................................................................................................16-7
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Setting Up Parameters ...................................................................................................................................16-8
Setting Up Item Costs and Prices ..................................................................................................................16-9
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Service Attribute Setup..................................................................................................................................16-11
Creating Billable Items ..................................................................................................................................16-12
Agenda...........................................................................................................................................................16-15
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Creating a Work Order ..................................................................................................................................16-16
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Agenda...........................................................................................................................................................16-18
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Associating Items/Activities to a Price List...................................................................................................16-19
Agenda...........................................................................................................................................................16-20
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Agenda...........................................................................................................................................................18-8
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Life Cycle of a Work Request .......................................................................................................................18-9
Agenda...........................................................................................................................................................18-11
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Obtaining Work Request Information ...........................................................................................................18-12
Practice - Obtaining Work Request Information .......................................................................................18-14
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Solution Obtaining Work Request Information ......................................................................................18-15
Agenda...........................................................................................................................................................18-17
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Creating Work Requests ................................................................................................................................18-18
Practice - Creating Work Requests............................................................................................................18-20
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Solution - Creating Work Requests ...........................................................................................................18-21
Updating Work Requests...............................................................................................................................18-23
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Summary........................................................................................................................................................18-25
Maintenance User Workbench .......................................................................................................................19-1
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Maintenance User Workbench ......................................................................................................................19-3
Objectives ......................................................................................................................................................19-4
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Agenda...........................................................................................................................................................19-5
Maintenance User Workbench ......................................................................................................................19-6
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Maintenance Supervisor Workbench.............................................................................................................19-8
Viewing and Managing Your Work ..............................................................................................................19-9
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Viewing Your Work ......................................................................................................................................19-10
Viewing Work Order Details.........................................................................................................................19-11
Updating Resources.......................................................................................................................................19-13
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Updating Collection Plans .............................................................................................................................19-15
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Requests.........................................................................................................................................................19-16
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Purchasing .....................................................................................................................................................19-17
Work Relationships .......................................................................................................................................19-18
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Maintenance Super User.................................................................................................................................20-1
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Requests.........................................................................................................................................................20-53
Purchasing Information .................................................................................................................................20-54
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Work Relationships .......................................................................................................................................20-55
Agenda...........................................................................................................................................................20-57
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Work Plan......................................................................................................................................................20-58
Managing Operations ....................................................................................................................................20-59
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Agenda...........................................................................................................................................................20-61
Stores .............................................................................................................................................................20-62
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Summary........................................................................................................................................................20-67
Stores ................................................................................................................................................................21-1
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Stores .............................................................................................................................................................21-3
Objectives ......................................................................................................................................................21-4
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Agenda...........................................................................................................................................................21-5
Stores .............................................................................................................................................................21-6
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Agenda...........................................................................................................................................................21-7
Stores Processes.............................................................................................................................................21-8
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Practice - Material Issue Request and Verification....................................................................................21-12
Solution Material Issue Request and Verification ..................................................................................21-14
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Practice - Returning Material To Inventory...............................................................................................21-18
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Solution Returning Material to Inventory...............................................................................................21-19
Agenda...........................................................................................................................................................21-21
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Summary........................................................................................................................................................21-22
eAM Reports and Processes............................................................................................................................22-1
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eAM Reports and Processes ..........................................................................................................................22-3
Objectives ......................................................................................................................................................22-4
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eAM Reports .................................................................................................................................................22-6
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Copyright Oracle, 2007. All rights reserved.
Prerequisites
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Copyright Oracle, 2007. All rights reserved.
Additional Publications
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Read-me files
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International Oracle Users Group (IOUG) articles
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Oracle Magazine
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Copyright Oracle, 2007. All rights reserved.
Italic
proper noun)
Emphasized words Do not save changes to the database.
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and phrases,
titles of books and Reference Manual.
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For further information, see Oracle7 Server SQL Language
courses,
variables
Enter user_id@us.oracle.com, where user_id is the
name of the user.
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Quotation
marks
Interface elements
with long names A
Select Include a reusable module component and click Finish.
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that have only
initial caps;
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This subject is covered in Unit II, Lesson 3, Working with
Objects.
lesson and chapter
titles in cross-
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Uppercase
references
SQL column O ly Use the SELECT command to view information stored in the
names, commands,
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functions, schemas,& On LAST_NAME
column of the EMP table.
table names
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Arrow
Brackets
Commas
Menu paths
Key names
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Key sequences
U s Select File > Save.
Press [Enter].
Press and release keys one at a time:
Plus signs I n
Key combinations
[Alternate], [F], [D]
Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]
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Copyright Oracle, 2007. All rights reserved.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
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This simplified path translates to the following:
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1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
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Summary.
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2.
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(M) From the menu, select Query then Find.
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3. (B) Click the Approve button.
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Notations:
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(N) = Navigator
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(M) = Menu
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(T) = Tab
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(B) = Button
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(I) = Icon
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1. In the navigation frame of the help system window, expand the General Ledger entry.
4. Review the Enter Journals topic that appears in the document frame of the help system
window.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Overview of Oracle Enterprise Asset Management
Oracle Enterprise Asset Management (eAM) is part of Oracles E-Business Suite and addresses
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the comprehensive and routine asset maintenance requirements of asset intensive
organizations. Using eAM, organizations can efficiently maintain both assets, such as vehicles,
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cranes and HVAC systems, as well as rotable inventory items, such as motors and engines. To
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measure performance and optimize maintenance operations, all maintenance costs and work
history are tracked at the asset level.
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eAM helps companies track, depreciate, and maintain their fixed assets. eAM enables asset-
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intensive companies to adopt maintenance strategies that optimize capacity and increase
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utilization, while lowering unit production costs. It improves operation performance and
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enhances safety through preventive, scheduled maintenance.
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Oracle eAM provides organizations with the tools to create and implement maintenance
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procedures for both assets and rebuildable inventory items. Maintenance procedures are an
integral part of an organizations complete asset lifecycle management strategy, enabling an
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organization to optimize asset utilization. eAM enables users to optimally plan and schedule
maintenance activities with minimal disruption to an organizations operations or production.
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Capital Assets
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A capital asset is an item of economic value owned by a corporation, held for business use, and
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not expected to be converted to cash in the current or upcoming fiscal year. For example,
capital assets can be manufacturing equipment, real estate, furniture, and buildings.
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Rebuildable Inventory
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Rebuildable items are items that can be installed, removed, and refurbished. Rebuildable items
can be serialized or non-serialized.
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Types of Maintenance
Reactive
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Small organizations that do not have have Maintenance Planners practice reactive
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maintenance. As equipment fails, Work Orders are generated and crews are assigned. Materials
when in short supply and ordered as needed cause delays in response time. There is little or no
preventive maintenance.
Preventive
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Organizations that practice preventive maintenance place a high value on asset performance
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and availability. These organizations have Maintenance Planners that plan both long and short-
term requirements for resources and materials. These organizations have robust preventive
risk of failure.
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maintenance plans that ensure that the assets are maintained on a regular basis to decrease the
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Predictive
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Organizations that are driven by heavy production demands or regulatory compliance invest
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heavily in predictive maintenance practices. The behavior and performance of assets is
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observed based on capacity requirements, engineered capabilities, maintenance strategies, and
failure rates. These organizations employ a group of people to create a Reliability Centered
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eAM Capabilities
eAM enhances productivity through:
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Internet based user-interface for both maintenance and operations personnel
Maintenance Strategy Planning
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- A preventive maintenance strategy to maximize resource availability
Internet MRO Supply Chain
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- MRO materials procured through iProcurement/B2B
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Production Asset Optimization
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- The assurance that an asset is available to run at full capacity based on design,
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demand, and maintenance strategy
Maintenance Cost Controls
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- Identification of resource effectively and material management
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Asset Lifecycle Management
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Managing Asset Numbers
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eAM eliminates the need for point solutions that offer a limited, "flat" view of an asset by
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expanding the visibility and ownership of an asset throughout an entire organization. Different
entities may describe an asset in several ways:
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fixed asset to an accounting department
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leased asset to facilities management
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piece of production equipment to operations
inventory item to materials management
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maintainable asset to mechanical engineers
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eAM incorporates the above views of an asset through a single entity. An asset is an entity for
which users can report problems. Assets can be cooling towers, cranes, buses, buildings,
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conveyors, or anything that needs work. eAM provides the flexibility to address the many
types of assets through the definition of the following:
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asset groups and attributes
asset links to an enterprise
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Hierarchy
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A hierarchy depicts an asset (Capital Asset/Rebuildable Inventory) and its constituents in a
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parent and child relationship. As components are removed from and re-installed into the asset,
eAM tracks the genealogy and parent/child meter readings automatically. You can view the
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cost history for a parent asset only or for all its constituents rolled up.
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The graphic above illustrates the hierarchy for a facility. The parent items Building 100,
Building 200, and Building 300 belong to the Building Asset Group. The graphic expands on
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the Building 300 hierarchy and illustrates the three levels of child assets. For example, Floors,
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Offices, and HVAC.
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You can select a Hierarchy to review the parent/child relationship for an asset and also
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calculate the cost rollup at the parent level. It also serves as an integration point between eAM
and Oracle Property Manager.
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Work Management
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Preventive and Predictive Maintenance strategies are supported by eAM. Preventive
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Maintenance can be based on Day or Runtime intervals, as well as a specific list of dates, for
both assets and inventory items. Organizations that practice Predictive Maintenance can
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monitor and scrutinize maintenance work history and performance trends with quality plans.
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They can also study asset conditions by monitoring systems. By combining these strategies, an
organization can establish a maintenance strategy that ensures minimal downtime. Oracle
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Enterprise Asset Management enables you to monitor reliability and predict the need for
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maintenance in the future. You can identify any breach of performance defined by engineering
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and immediately alert maintenance, monitor conditions of an asset, collect meter readings,
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forecast the frequency at which preventive maintenance should be performed, and establish
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Run to Failure schedules and forecasts, based on predicted failures.
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Oracle eAM enables operations and maintenance staff to create work requests to report any
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problems with an asset. To avoid duplicate Work Orders for the same issue, you can review
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any outstanding work requests that are currently assigned to an asset. A supervisor can
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approve, place on hold, or reject a work request. An approved work request can be linked to a
O Work Order. The status of a work request is then updated when it is linked to a Work Order.
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Work Orders
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The Work Order is the foundation of all maintenance organizations. Work orders define what
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resources and items are needed to conduct work. They can automatically generate
O ly
through the use of Preventive Maintenance Schedules, the issue of an inventoried rebuildable,
breach of quality results, or manually generated as a routine Work Order. These Work Orders
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are then reviewed and shared with Operations to produce an estimated schedule.
Enterprise Asset Management integrates with Oracle Quality. Use Quality Collection Plans to
n a e
predefine required feedback information that must be entered into eAM, upon a Work Orders
t e r U s
completion. For example, data to collect may include inspection points for an Asset Number,
and Downtime variables. If a variance is recorded into the quality plan, a Work Request or
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Work Order is created. You can define quality collection plans directly on the Work Order, or
define them as attributes of an Activity to ultimately default into future Work Orders generated
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for specific Asset Number/Activity combinations.
For each Work Order, the estimated costs aggregate, from the associated BOM and resources,
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to develop a costing profile for the current Work Order. You can use Costing Profiles for future
Budgeting and Forecasting.
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Maintenance Budgeting
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By using Oracle General Ledger, you can measure budgeted costs against costs charged to
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maintenance Work Orders by account code combinations.
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By using Project Funding, you can budget maintenance projects. You can estimate costs and
measure it against the actual costs incurred.
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Maintenance organizations use Project Cost Tracking to capture costs by project or task.
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Planning
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Oracle Enterprise Asset Management utilizes Oracle Manufacturing Scheduling and Oracle
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Material Requirements Planning to ensure cost savings and work management efficiencies, by
generating predictive work activities. These work activities use a planning process to balance
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the work load for resource management.
Using Oracle eAM:
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You can ensure that sufficient resources, equipment, and material are available for all
maintenance tasks.
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You can focus on a period of time and collect all the known maintenance work for that
planning time frame, associated with a responsible crew or department. This enables you
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to process each item of work into a planned Work Order.
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Web-Based User Interface
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Oracle eAM provides a self-service user interface that is specifically designed for users, such
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as tradesperson and supervisors. The screens provide links to functional areas, commonly
associated with maintenance personnel, such as daily planning and work execution.
Trades Personnel Functionality O ly
Asset Navigator
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Employee Schedules
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Work Request Entry and Inquiry
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Work Order Detail Inquiry
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Work Order Notes Entry
Work Order Time Entry
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Trades personnel are craftsmen who perform maintenance tasks. Examples of trades personnel
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include mechanics, electricians, machinists, utility and facilities workers.
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Daily Planning Functionality
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A Key Performance Indicator dashboard displays a summary of your work today,
overdue work, and open work. You can view your Open, Past Due, and/or yesterdays
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work, as well as your Work Orders lined up for tomorrow. You can also view all of your
departments and/or Resources unassigned Work Orders. You can view attachments,
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Work Order details, asset details, material requirements, and other employees assigned to
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your Operations. You can enter quality results, meter readings, complete Operations,
Work Orders, charge resources, handover work, add notes, and assign yourself to Work
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Orders that are not yet assigned to an employee.
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Maintenance Super User
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Maintenance Super User is an internet based user-interface for maintenance personnel. It
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introduces you to an easier approach of entering and searching for information from any
browser. Its step-by-step process requires minimal training and is intuitive enough for
c l e
you to find and update information.
Maintenance Super User is designed for the casual maintenance user (for example, trades
O and update.
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Capital Asset or Rebuildable Inventory Performance and Forecasting
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Maintenance activities are forecasted by measuring a Capital Asset or Rebuildable Inventorys
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performance against standards mentioned, in the Quality Plans associated with it. Quality plans
specify a breach condition (targets with specified ranges) and an action (create a work request).
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You can monitor a Capital Asset or Rebuildable Inventorys performance by its meter
readings. When the breach condition is triggered, a Work Request that is specified in the
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collection plan is created for the referenced Asset Number.
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Complete Integration
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Oracle Enterprise Asset Management is part of the Oracle E-Business suite, and directly
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integrates with Oracle Manufacturing, Oracle Purchasing, Oracle Property Management,
Oracle Quality, Oracle Inventory, Oracle Human Resources, Oracle Financials, Oracle Fixed
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Assets, and Oracle Projects. This enables you to strategically monitor resource and cost
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planning throughout the enterprise. Improvement programs can be enforced and reviewed to
ensure compliance with industry standards by tracking problems through to resolution.
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A well-planned maintenance environment depends on the ability of key personnel to view
n
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available inventory items, equipment, and skilled personnel. Because eAM is an enterprise
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solution, you can view the resource availability for assets that are used by operations and
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coordinate maintenance work to minimize operation disruption. Most importantly, Oracle eAM
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is designed for the maintenance user who performs the work. Using Oracles Maintenance
c l e
User, trades people and supervisors with minimum training can easily perform their work.
Required Products
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To implement Enterprise Asset Management, you must have the following required products
installed:
O Oracle Inventory
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eAM Business Flow
Work Requests Entry
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Location, Asset ID, Owner Action or Activity, Current Work Alert, Condition Based
Alert
Work Order Generation O ly
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Work Order Types, Owners, Locations, BOMs, Standards, Copies, Assets, Components,
PMs, Preplans
Task Planning
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Task level planning, Dependent Steps
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Material Request
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BOM by Location, Asset Category, Component, Procurement, Catalogs, PO Detail, Item
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Statuses or Location Directs, Services, Rentals, Receipts
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Resource Planning
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Assigned Owner, Crew, Craft, Skill Search or Selection, Duration, Contractors
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Enterprise Asset Management Administration
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The Enterprise Asset Management Administration role contains people who are generally
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responsible for entering information, often for other maintenance employees. Information
entered may include Work Order resource transactions, Work Order completion details, and
Time and Labor hours. This person
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might have limited maintenance knowledge and is generally responsible for supporting the
maintenance department by handling information entry.
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Enterprise Asset Management User
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t e r U s
The Enterprise Asset Management User is anyone in an organization who may access eAM.
This might include an employee who uses Work Requests to report problems, a Plant Manager
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who accesses eAM to review high cost assets and their work history, as well as a Maintenance
User, such as a technician who
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accesses the Maintenance User Workbench to review his/her daily work assignments.
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Self-Service Work Requests User
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The Self-Service Work Requests User is a person in an organization, often an employee (not
O involved in the maintenance department), who uses Work Requests to report maintenance
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Support for 21 CFR Part 11
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eAM provides support for 21 CFR Part 11 requirements during work order completion. There
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are two key elements provided to satisfy this requirement; Electronic Signature and Electronic
Records. These are provided using the Oracle Electronics Records and Electronic Signature
(ERES) framework.
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Electronic Signatures insure that the person processing the transaction verifies their identity by
providing their userid and password at the time of the transaction.
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Electronic records provide a permanent snapshot of the transaction data that you are verifying.
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eAM Setup Overview
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When installing Oracle Enterprise Asset Management (eAM), the installation process
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automatically creates five responsibilities: Enterprise Asset Management, Maintenance User
Workbench, Maintenance Super User, Self-Service Work Requests, and Self Service Time and
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Expenses. Enterprise Asset Management is a super user responsibility. It includes the
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necessary functions to set up and implement eAM. Before setting up eAM, set up the users and
assign their appropriate responsibilities for the implementation.
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eAM may have unique setups for each organization, including parameters, user defined
n
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lookups, and attributes. During the implementation process, the implementation team should
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discuss system and user options. Users implementing eAM should also determine the structure
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of their organizations and user access via the Oracle System Administrator responsibility.
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
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Enterprise Asset Management Administration > Setting Up > Oracle Enterprise
Asset Management Setup Overview
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Organization Setup
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Organization setup is required before you can set up additional eAM information.
Setting Up Organizations
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A valid organization is a requirement for eAM setup. Decisions are made during
implementation as to which organization(s) are enabled for eAM.
Enabling organizations for eAM
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Before you begin implementing eAM, decide which organizations are eAM enabled. A
valid organization must exist before you can enable the organization for eAM.
Defining eAM parameters
t e r U s
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After you have established an Enterprise Asset Management enabled organization, set up
specific Enterprise Asset Management parameters that determine organization level
c l e
defaults for individual transactions. Set up information, such as Asset Number defaults,
Cost defaults, Work Request information, and Work Order defaults.
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
Enterprise Asset Management Administration > Setting Up > Organization Setup
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Copyright Oracle Corporation, 2007. All rights reserved.
Assumptions
Students log into Oracle Applications with User Name mfg and Password welcome;
your instructor might have a different User Name and Password for you to use
Tasks
Create a competency
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First = Your first name
Gender = Your gender
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Action = Create Employment
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Person Type for Action = Buyera
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Social Security = XX1-00-0000
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Birth Date = Your birth date
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3.
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Enter the following information, within the Assignment window:
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Organization = Vision Operations
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Job = MGR500.Manager
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Position = MM400.Materials Manager
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Location = V1- New York City
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Supervisor Name = Jones, Ms. Kerry
Set of Books = Vision Operations (USA)
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r a Operations Accounting Flex = 01-110-7640-0000-000
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3. (I) Save
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4. Close the window.
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Create an employee I
5.
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Navigate to the People window.
9. Select Create Employment from the Action list of values, and then select Buyer.
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12. (I) Save (B) Assignment
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13. Select Vision Operations from the Organization list of values.
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14. (B) Correction (B) Cancel
t e r U s
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15. Select MGR500.Manager from the Job list of values.
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17. (B) Yesl e
16. Select MM400.Materials Manager from the Position list of values.
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18. Select V1- New York City from the Location list of values.
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Copyright Oracle Corporation, 2007. All rights reserved.
20. Select Jones, Ms. Kerry from the Name list of values.
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21. Select the Purchase Order Information tab.
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22. Select Vision Operations (USA) from the Set of Books list of values.
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23. (B) OK
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24. Enter 01-110-7640-0000-000, within the Operations Accounting Flex window.
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O25. (B) OK (I) Save
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31. (I) Save
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32. Close the Competence Profile window.
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33. Record your Assignment/Employee Number: ________________________
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34. Close the window.
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Setting Up Organization
To set up Organizations:
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1. Navigate to the Organization window.
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2. Enter an organization Name, for example Seattle Maintenance.
3. Select an organization Type.
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4. Save your work. A valid Location must be set up before you can save.
a e
5. In the Organization Classifications region, establish this organization as an Inventory
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Organization. Select Inventory Organization from the Name list of values.
s
Note: An eAM organization must be classified as an Inventory Organization. You can
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6. Save your work.
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classify an eAM as other product organizations, as well.
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
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Enterprise Asset Management Administration > Setting Up > Organization Setup >
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Setting Up Organizations
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Enabling Organizations for eAM
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You can create a new eAM enabled organization, or convert an existing organization to an
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eAM enabled organization. Oracle recommends that you keep eAM organizations separate
from production organizations. eAM parameters are on the Inventory Parameters tab, within
the Organization Parameters window.
O ly
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To define an Enterprise Asset Management enabled organization:
1. Navigate to the Organization Parameters window.
n a e
2. Enter a valid organization code. For information on how to create an organization.
e r s
3. Select the EAM Enabled check box to enable eAM for this organization. You cannot
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clear this check box after eAM items or eAM parameters are defined in the current
organization.
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4. If eAM is enabled for the current organization, the EAM Organization value defaults and
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is disabled; the current organization code defaults. For organizations that are not eAM
c
enabled, you can populate the EAM Organization field with an eAM enabled
r a organization code. The designated eAM organization maintains equipment items for the
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designated production organization. For example, if the current organization is a
production organization, this is how you would identify a maintenance organization that
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EAM Enabled This box is selected indicating that Enterprise Asset Management is
enabled for the current organization. This check box cannot be cleared after Enterprise
Asset Management items or Enterprise Asset Management parameters are defined in the
current organization.
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Defining eAM Parameters
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To define Enterprise Asset Management parameters:
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1. Navigate to the Enterprise Asset Management Parameters window.
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2. Optionally indicate whether this organization has system generated Asset Numbers
within individual Asset Groups. You can specify the starting serial number within the
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organization Parameters window and or the Master Item window, when defining Asset
Groups. If the starting serial number is defined for the Asset Group, this definition
n a e
overwrites the starting serial number within the Organization Parameters.
events are:
t e r U s
3. Click the Event Log Control to activate the the events to be logged. Some of the valid
I n
- Asset Activated
- Asset Checked In
c l e
- Asset Checked Out
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- Child Added
O - Child Removed
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9. If you choose the Extended Log check box, the system keeps an audit trail of records A
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when defining or updating Work Requests.
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10. Optionally select the Asset Number Mandatory check box to indicate that the Asset
Number field is mandatory when creating a Work Request.
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11. In the Work Order Defaults region, select the WIP Accounting Class default to ensure
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that Work Orders generated within Enterprise Asset Management have an established
account code structure assigned, to accept charges incurred by that Work Order. The WIP
a e
accounting class codes available are of type, Maintenance. If a Maintenance type WIP
n
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accounting class does not exist, you can define a new one.
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Note: Cost Management handles maintenance Work Orders as nonstandard expense jobs.
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12. Optionally, enter a Work Order Prefix. A prefix enables your organization to identify
routine Work Orders.
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13. Optionally select a Default Department. It is recommended that you select a default
c
department. This department defaults to maintenance Work Orders as they are entered. If
r a a department does not exist on a Work Order, you cannot release it.
14. Select the Enable Workflow for Work orders check box to enable workflow notifications
O to be sent.
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follows:
Debit Inventory
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Credit Maintenance Offset
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
Enterprise Asset Management Administration > Setting Up > Organization Setup >
Defining eAM Parameters
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Copyright Oracle Corporation, 2007. All rights reserved.
Assumptions
Students log into Oracle Applications with User Name mfg and Password welcome;
your instructor might have a different User Name and Password for you to use
Tasks
Define an asset subinventory
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1. Enter the following information within the Subinventories window:
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Field
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Value
Name
c l XX eAM SUB
Description
Asset Subinventory
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Selected
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Create a planner code
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2.
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Enter the following information within the Planners window:
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Field
U s Value
Name
I n XX Planner
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Employeee
Description XX Planner
Your employee (yourself)
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Copyright Oracle Corporation, 2007. All rights reserved.
3. Enter the following information, within the WIP Accounting Classes window:
Class = XX eAM ACC
Description = XX MAINTENANCE ACCOUNTING CLASS
Type = Maintenance
Material (Valuation) = 01-580-5320-0000-000
Material (Variance) = 01-520-5320-0000-000
Material Overhead = 01-580-5320-0000-000
Resource (Valuation) = 01-580-5321-0000-000
Resource (Variance) = 01-520-5321-0000-000
Outside Processing (Valuation) = 01-580-5322-0000-000
Outside Processing (Variance) = 01-520-5322-0000-000
Overhead (Valuation) = 01-580-5323--0000-000
Overhead (Variance) = 01-520-5323-0000-000
Completion Cost Source = System Calculated
System Option = Use Actual Resources
4. Within the Inventory Accounting Periods window, page down until you find the current
month and year of today's date, then select that period.
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5. Change the status to Open.
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(B) New
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11. (I) Save
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12. Close the window. O ly
Create a WIP accounting class
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13. Navigate to the WIP Accounting Classes window.
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Setup > WIP > WIP Accounting Classes
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14. Enter the following header information:
l e
Class = XX eAM ACC
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Description = XX MAINTENANCE ACCOUNTING CLASS
r a Type = Maintenance
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Copyright Oracle Corporation, 2007. All rights reserved.
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17. (I) Save
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18. Close the window.
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Open current accounting period
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19. Navigate to the Inventory Accounting Periods window.
O (N) Inventory > Accounting Close Cycle > Inventory Accounting Periods
Copyright Oracle Corporation, 2007. All rights reserved.
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Event Logging
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You can choose Event Log Controls to select the events that are logged for assets within the
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current organization. You can select the Log Enabled check box next to the events that you
want logged for your assets.
O ly
If you select Asset Operational Log , then you can view all current and past asset operational
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information, such as Check Out, Check In, associated Work Requests and Work Orders. You
can remove or add a child asset, remove a parent asset, activate or deactivate the asset, transfer
a e
the asset to another location, and receive or issue the asset into or from Inventory. By default,
n
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logging is turned off for an.
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1. Select Asset Operational Log from the View drop down list.
2. Choose Go.
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3. Query information by a date and time period or Event. Choose Go.
l e
4. Choose Create Events to create events that occur for the asset. This information is
c
important and helps you analyze the asset's lifecycle. Choose Apply when finished. These
O 5. Select the Return to Search hypertext link to return to the Asset Numbers page.
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Areas
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Use Areas to logically sort assets by the zones in which they reside. Areas divide the
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maintenance plant or facility into zones, which help to track and account for assets. Areas are
later associated with assets.
O ly
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
Setting Up Areas
l & On
Enterprise Asset Management Administration > Setting Up > General eAM Setup >
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
m y
Tasks
d e
Define an area
c a
Enter the following information, within the Area window:
e A
c l
Area
Field
r a XX MINING
Value
Description
O ly XX MINING
l & On
n a e
t e r U s
I n
c l e
r a
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
c l
4. (I) Save
r a
O ly
5. Close the window.
l & On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
Resources
c l
Resources are defined before departments. When you define a department, you specify
r a
available resources. A resource represents a craft. You can enter multiple resources for each
department. For each resource, you can specify the shifts that the resource is available. For
O ly
each resource shift, you can specify capacity modifications that change the available hours per
day, units per day, or workdays.
l & On
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
a e
Enterprise Asset Management Administration > Setting Up > General eAM Setup >
n
t e r
Defining Departments and Resources
U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
Resources can be anything, besides Material. Resources are defined and then associated with
costs and overheads. To bill charges for resources, you must first create a Billing Item. In this
practice, you will define a billing item, and then define two resources: Lubrication Truck
(equipment) and Oiler (person) to operate the truck.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
m y
The instructor has completed all guided demonstrations
d e
You have completed all previous practices
ca
Tasks
e A
Assign the item to EM1 organization
c l
Create an equipment item
r a
O ly
Create a Lubrication Truck that will associate with the Resource.
1.
l & On
Enter the following information, within the Master Item window:
Item = XX LUBE TRUCK
n a e
e r
Description = XX LUBE TRUCK
Generation = Predefined
t
Starting Prefix = XX-
U s
I n
Starting Number = 1000
3.
c e
Equipment = Selected
l
Apply the Equipment Item template.
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
4. Enter the following information within the Generate Serial Numbers, System Items window:
Item = XX LUB TRUCK
5. Enter the following information within the Generate Serial Numbers, Parameters window:
Quantity = 2
c l
9.
r a
Enter the following information, within the Equipment Types window:
Equipment = XX LUBE TRUCK
O ly
Create a person resource
l & On
a e
Create a Mechanic / Oiler Resource and associate your employee number with it.
n
t e
Resource = XXOILER r U s
10. Enter the following information, within the Resources window:
I
Type = Personn
Description = XX LUB TRUCK MECHANIC / OILER
l e
UOM = HR
c
Charge Type = Manual
r a Basis = Item
Billing Item = XX BILLING ITEM
O Costed = Selected
11. Enter the following information, within the Resource Costs window:
Cost Type = AvgRates
Resource Unit Cost = 25
Note: Based on this setup, you are the only employee qualified for the task.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
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Copyright Oracle Corporation, 2007. All rights reserved.
First, create a Lubrication Truck that will associate with the Resource.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
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O
5.
ra
(B) Apply (B) Done
Select the Inventory tab, and enter the following information within the Serial region:
m y
d e
ca
6. Select the Physical Attributes tab, and enter the following information within the Type
e A
region:
Equipment = Selected
c l
7. (I) Save r a
O ly
Assign the item to EM1 organization
l & On
8.
a e
From the Tools menu, select the Organization Assignment option.
n
9.
r s
Select the Assigned check box for the EM1 organization.
t e U
10. (I) Save
I n
c l e
11. Close the window.
r a
O
Generate serial numbers for the truck.
14. (B) OK
m y
d e
ca
e A
c l
r a
16. (B) OK (B) Submit (B) No
O ly
Create an equipment resource
l & On
a e
17. Navigate to the Resources window.
n
e r
Setup > Routing > Resources
t U s
I n
18. Enter the following information:
Resource = XXLUBETRUC
l e
Description = XX LUBRICATION TRUCK
c
Type = Machine
r a UOM = HR
m y
d e
ca
e A
19. (B) Rates
c l
20. Enter the following information:
Cost Type = AvgRates r a
Resource Unit Cost = 150
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
c l e
26. Close the windows.
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
Create a Mechanic / Oiler Resource and associate your employee number with it.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
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Copyright Oracle Corporation, 2007. All rights reserved.
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
Note: Based on this setup, you are the only employee qualified for the task.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
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e A
Departments
c l
A department represents a crew within your organization. A crew may include people,
r a
machines, or suppliers. Departments are also used to collect costs, apply overhead, and
compare load to capacity. Assign a department to each operation of a routing and assign
O ly
resources that are available for that department. The department assigned to each operation of a
l & On
routing also becomes the assigned department of the corresponding operation within the Work
Order, assuming the Work Order is using the routing.
a e
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
n
t e r
Defining Departments and Resources
U s
Enterprise Asset Management Administration > Setting Up > General eAM Setup >
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
When you define a department, you specify available resources. A resource represents a craft.
You can enter multiple resources for each department. For each resource, you can specify the
shifts that the resource is available. For each resource shift, you can also specify capacity
modifications that change the available hours per day, units per day, or workdays.
In this practice, you will define a department and assign the two resources, Lubrication Truck
(equipment) and Oiler (person) to operate the truck, to the department.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
Field Value
Resource XXLUBTRUCK
Available 24 Hours Disabled
Units 1
Resource XXOILER
Available 24 Hours Disabled
Units 1
3. For the first resource, enter the following information within the Shifts window:
Shift Num = 1
4. For the first resource, enter the following information, within the Instances window:
Equipment = XX LUB TRUCK
5.
Serial Number = XXX-1000
For the second resource, enter the following information within the Shifts window:
m y
Shift Num = 1
d e
6. For the second resource, enter the following information, within the Instances window:
Number = your employee number c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
c l
a
Associate your resources with the department
r
3. (B) Resources
O ly
4.
& On
Within the Owned region, select XXLUBTRUCK from the Resource list of values.
l
5.
a e
Clear the Available 24 Hours check box.
n
6.
e r
Enter 1 in the Units field.
t U s
7.
I n
On the following line, select XXOILER from the Resource list of values.
8.
l e
Clear the Available 24 Hours check box.
c
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
13. (I) Save
t e r U s
I n
14. Close the Shifts window.
l e
15. (B) Instances
c
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
20. (B) Shifts
d e
21. Select 1 from the Shift Number list of values.
ca
22. (I) Save
e A
23. Close the Shifts window.
c l
24. (B) Instances
r a
25. Select your employee Number.
O ly
l & On
n a e
t e r U s
I n
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
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Department Approvers
c l
With a responsibility assigned to the current assets owing department, you can set up
r a
department approvers so that Work Request notifications are sent to each approver using the
Oracle Workflow. Approvers can view these notifications on the Enterprise Asset Management
O ly
Self Service Maintenance Home Page. Everyone who receives the notification can access the
l & On
Work Request to change its status, or add additional information to the Work Request log.
After one user approves the Work Request, the notification is removed from the users
a e
notification lists, and the Work Request status transitions from Open to Awaiting Work Order.
n
r s
A Work Request can be rejected. If an approver rejects a Work Request, the notification is
e
removed from that approvers notification list. You can re-assign a notification to another user
t U
for approval or additional information; for example, the originator might need to provide
I n
additional information on the Work Request.
c l e
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
Enterprise Asset Management Administration > Setting Up > General eAM Setup >
a
Defining Department Approvers
r
O
Copyright Oracle Corporation, 2007. All rights reserved.
A Work Request can be rejected. If an approver rejects a Work Request, the notification is
removed from that approvers notification list. You can re-assign a notification to another user
for approval or additional information; for example, the originator might need to provide
additional information on the Work Request.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
m y
Students use eAM enabled organization, EM1
d e
Students replace XX with a unique identifier
c a
e
The instructor has completed all guided demonstrations A
c l
a
You have completed all previous practices
r
Tasks
O ly
Define a department approver
l & On
a e
Enter the following information within the Department Approvers window:
n
t e r U s
I n
Responsibility Name
Field Value
Enterprise Asset Management, Vision
c l e
Department
Operations
XX MAINT
2. Select Enterprise Asset Management, Vision Operations, from the Responsibility Name list
of values.
m y
d e
ca
e A
c l
r a
O ly
l & On
4. (I) Save
n a e
5. Close the window.
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
Miscellaneous Documents
c l
You can create text and files, such as spreadsheets, graphics, and OLE objects. You can attach
r a
these documents to a maintenance Work Order, asset, or operation.
To define miscellaneous documents:
O ly
1. Navigate to the Miscellaneous Documents window.
l & On
2. Select a Data Type. Valid values are File, Long Text, Short Text, and Web Page.
n a e
3. If the Data Type is File, attach the appropriate file. If the Data Type is Web Page, enter
the relevant URL. If the Data Types are Long or Short Text, insert the text in the Text
field.
t e r U s
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
I n
Enterprise Asset Management Administration > Setting Up > General eAM Setup >
Defining Miscellaneous Documents
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
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r a
O ly
l & On
n a e
t e r U s
I n
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
Lookups
c l
Lookup codes are decided upon and defined during the implementation process. Lookup codes
r a
categorized into: extensible, user-defined, or system-defined. If a lookup code is extensible, the
existing lookup codes cannot be modified, but you can add new codes to the table. If lookup
O ly
codes are user-defined, then all codes can be modified. If lookup codes are system-defined,
l & On
then the existing codes cannot be modified and new codes cannot be added to the table.
Define Asset Lookups, Work Request Lookups, and Work Order Lookups.
Activity Types
n a e
t e r U s
Activity Types describe the type of maintenance work performed on an asset. For
example, Inspections, Lubrications, Overhauls, Calibration, and Repetitive work. Activity
Activity Causes I n
Types are extensible.
l e
Activity Cause codes are reasons for an asset failure. For example, Preventive, Normal
c
Wear, Rework, and Breakdown. This information lets you understand the dynamics that
r a affect an assets ability to perform. They establish critical data for reporting and analysis
O
of asset failure causes and the frequency of such conditions. Asset Cause Codes are
referenced when setting up an Activity. Activity Cause codes are extensible.
e
a batch process. You can optionally import Asset Number attributes. You can create newA
c l
Asset Numbers and attributes, or update existing Asset Numbers and attributes. Define
the process import statuses. Asset Import Statuses are user-defined.
Contact Preferences
r a
O ly
You can set up Contact Preferences. Contact Preferences are extensible.
Work Request Statuses
l & On
Work Request Approval is the process of changing a Work Request status from Open to
a e
Awaiting Work Order. Maintenance Work Orders are linked to Work Requests with a
n
e r
status of Awaiting Work Order. When defining eAM parameters, if the Auto Approve
s
check box is selected, then Work Requests are created with an automatic status of
t U
Awaiting Work Order for that organization. If the check box is not selected, then Work
I n
Requests are created with a status of Open; any user who receives the notification can
change the Work Request status to Awaiting Work Order. A plant or facility might need
l e
to include additional statuses. Currently, the workflow cannot be customized to work
c
with user-defined Work Request statuses. Work Request Approval statuses are
r a extensible.
e
Enterprise Asset Management Administration > Setting Up > Defining Lookups A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
In this practice, you will see how to define Activity Types. Activity Types are used to describe
the type of maintenance work that is performed on an asset, for example, Inspections,
Lubrications, Overhauls, Calibration, and Repetitive work. Activity Types are extensible.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
m y
The instructor has completed all guided demonstrations
d e
You have completed all previous practices
ca
Tasks
e A
To define activity types
c l
1.
r a
Execute a query, within the Manufacturing Lookups window:
O ly
F11 or (M) View > Query By Example > Enter
l & On
Enter Activity Type in the Meaning field.
n a e
2. Add codes.
t e r
(M) View > Query By Example > Run
U s
I n
(I) New. Ensure that the Enabled check box is selected.
c l e
Warning: Do not use alpha codes. Entering of alpha codes causes database errors in the
r a application.
O
Copyright Oracle Corporation, 2007. All rights reserved.
Meaning Type
Activity Cause MTL_EAM_ACTIVITY_CAUSE
Activity Source MTL_EAM_ACTIVITY_SOURCE
Activity Priority WIP_EAM_ACTIVITY_PRIORITY
Cost Category Codes BOM_EAM_COST_CATEGORY
Asset Criticality MTL_EAM_ASSET_CRITICALITY
Asset Import Scope Codes EAM_ASSET_IMPORT_SCOPE
Asset Import Statuses EAM_ASSET_IMPORT_STATUS
Contact Preferences WIP_EAM_CONTACT_PREFERENCE
Work Request Statuses WIP_EAM_WORK_REQ_STATUS
Work Request Types WIP_EAM_WORK_REQ_TYPE
Priority Codes WIP_EAM_ACTIVITY_PRIORITY
EAM Reconciliation Code
EAM Work Order Type
WIP_EAM_RECONCILIATION_CODE
WIP_EAM_WORK_ORDER_TYPE
m y
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
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Copyright Oracle Corporation, 2007. All rights reserved.
2. Execute a query.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
3. To add a code:
d e
(I) New. Ensure that the Enabled check box is selected.
ca
application.
e A
Warning: Do not use alpha codes. Entering of alpha codes causes database errors in the
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
Category Codes and Sets
c l
Category codes are used as naming conventions for assets by creating classes and subclasses.
r a
They are user-defined and logically group assets simplifying the search for Asset Numbers.
O ly
For example, Cranes are classified by several different types, such as Overhead Cranes, Jib
Cranes, and Mobile Cranes. You can query using the class CRANE, which displays all assets
l & On
defined as Cranes within that organization. If you enter CRANES.JIB, the system would then
narrow the results to just those assets defined as Jib Cranes. With both queries, you can
a e
identify assets based on familiar names, rather than numbers.
n
t e r U s
Category codes are first defined, then added to the Enterprise Asset Management Category Set.
After they belong to the category set, they are associated with Asset Groups, which tie to
individual assets.
I n
To set up category codes:
l e
1. Navigate to the Find Categories window. You can find existing category codes or create
c
new ones.
r a
2. Choose New.
O 3. Select the Asset Management category to create a new Class.Subclass from the Structure
Name list of values.
9. Enter the Category Codes that you want to associate with this category set.
e A
Group.
c l
10. Select Assign to display a table enabling you to associate the categories with an Asset
l & On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
For example, several different types, such as Overhead Cranes, Jib Cranes, and Mobile Cranes,
classify Cranes. You can query using the class CRANE, which displays all assets defined as
Cranes within that organization. If you enter CRANES.JIB, the system would then narrow the
results to just those assets defined as Jib Cranes. With both queries, you can identify assets based
on familiar names, rather than numbers.
Category codes are first defined, then added to the Enterprise Asset Management Category Set.
After they belong to this category set, they are associated with Asset Groups, which tie to
individual assets.
In this practice, you will define a category code, XX EQUIPMENT.ASSET, and then view the
category set, Enterprise Asset Management.
Assumptions
m y
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
d e
Students use eAM enabled organization, EM1
c a
e
Students replace XX with a unique identifier A
c l
r a
The instructor has completed all guided demonstrations
O ly
You have completed all previous practices
Tasks
l & On
Define a category code
n a e
1.
e r s
Enter the following information within the Categories window:
t U
Structure Name
I n Field
Asset Management
Value
l
Category
c e XX EQUIPMENT.ASSET
O
Copyright Oracle Corporation, 2007. All rights reserved.
View the Category Set that is used for eAM. Do not change any values, because table locks can
occur.
(I) Find
Within the Find Category Sets window, select Enterprise Asset Management.
Note: To avoid table locks, the Enforce List of Valid Categories check box is NOT selected
FOR THESE PRACTICES TO AVOID TABLE LOCKS.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
3. Enter XX EQUIPMENT.ASSET in the Category field (XX EQUIPMENT is the Class, and
ASSET is the Subclass).
m y
d e
ca
e A
c l
r a
5. (I) Save O ly
6. Close the window.
l & On
n a e
View the category set
t e r U s
View the Category Set that is used for eAM. Do not change any values, because table locks can
occur.
I n
7.
l e
Navigate to the Category Sets window.
c
O
8.
ra
(N) Setup > Category > Category Sets
(I) Find
Note: To avoid table locks, the Enforce List of Valid Categories check box is NOT selected
FOR THESE PRACTICES TO AVOID TABLE LOCKS.
m y
d e
ca
e A
11. (I) Save
c l
12. Close the window. r a
O ly
l & On
n a e
t e r U s
I n
c l e
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O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
User-Defined Work Order Status
c l
A Work Order might require approvals or notifications at different stages of its lifecycle. For
r a
example, organizations typically want an approval process in place before a Work Order is
released. Workflow automates this process. You can initiate Workflow to generate
O ly
notifications, approvals, transactions, and update a Work Order status. You can enable
l & On
Workflow for Work Orders within the eAM Parameters. You can set up Business Events and
Event Subscriptions (or use seeded events and subscriptions) within Oracle Workflow to
a e
indicate what events trigger Workflow. Seeded events that you can enable to trigger Workflow
n
e r
are: Work Order creation, Work Order release approval, Work Order completion, Work Order
s
status change, Operation completion.
t U
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
I n
Enterprise Asset Management Administration > Maintenance User Workbench >
c l e
Viewing and Managing your Work
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
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O ly
l & On
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t e r U s
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
Asset Groups
c l
During implementation, Asset Group (Asset Group or Rebuildable Item) names are
r a
established. Asset Groups represent groups of assets that are virtually identical. Generally, an
Asset Group is defined for each Manufacturer and Model Number combination (Make, Model,
O ly
and Year). Examples include Acme Model 123 Pump and Ford F150 2002 Truck.
l & On
Note: If you have assets in your organization that are virtually identical (for example, the same
manufacturer and model), consider creating a Asset Group for those assets.
To set up asset groups:
n a e
t e r U s
1. Navigate to the Asset Group (Master Item) window. The Master Item window is used to
create Asset Groups, Activities, and Rebuildable Items.
I n
2. Enter the Asset Group name in the Item field.
3. Enter a Description for this Asset Group, up to 240 characters.
c l e
4. Use the @Asset Group template to quickly apply attribute values, and to ensure that the
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
Note: If you have assets in your organization that are virtually identical (for example, the same
manufacturer and model), consider creating an Asset Group for those assets.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
m y
The instructor has completed all guided demonstrations
d e
You have completed all previous practices
ca
Tasks
e A
Create an asset group
c l
1.
r a
Enter the following information, within the Master Item window:
Item = XX EQUIPMENT
Description = XX EQUIPMENT O ly
2.
l
Apply the @Asset Group template& On
n a e
3.
t e r
Select the Inventory tab, and enter the following information:
Starting Prefix = XX-
Starting Number = 1000
U s
4. I n
Associate the Asset Group with your Category.
c l e
Assign the asset group to EM1 organization
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
c l
r a
O ly
4. (I) Save
l & On
5.
a e
Associate the Asset Group with your Category.
n
e r s
(M) Tools > Item Details > (M) Tools > Categories from the Master Item window.
t U
I n
Enter the following information, within the Category Assignment window:
Category Set = Enterprise Asset Management
l e
Category = BUILDING.OFFICE
c
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
e A
9. Close the window.
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
Attribute Templates
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You can define common characteristics data specific to Asset Groups, such as Facility
r a
Information, Engineering Specifications, Regulation Requirements, Horsepower, Voltage, and
Square Footage, by creating Attribute Groups using descriptive flexfields. After the Attribute
O ly
Group is created, you can then assign it to an Asset Group. This enables you to define
l & On
additional characteristics data when defining an asset associated with the Asset Group. This
provides extensive query capabilities. Attribute groups are descriptive flexfields, defined by
segments and values.
n a e
r s
For example, you can define an Attribute Group, Front Loader Nameplate data. This group can
e
then be associated with the CARS Asset Group. When defining an asset within the CARS
t U
Asset Group, you can optionally utilize the attributes to specify nameplate data (specified data
I n
such as make, year, and model) for the asset. This creates a simplified way of entering
c l e
specified data related to a specific Asset Group.
To set up attributes:
r a
1. Navigate to the Descriptive Flexfield Segments window.
2. Select the Oracle Inventory Application and select Setup, Flexfields > Descriptive.
O 3. Select the Oracle Inventory Application with the Title, Asset Attributes.
e A
3. Select an Attribute Group Code.
c l
You can have an unlimited number of Attribute Groups associated with an Asset Group.
4. Save your work.
r a
O ly
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
Enterprise Asset Management Administration > Setting Up > Asset Setup >
Setting Up Attributes
l & On
n a e
t e r U s
I n
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r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
For example, you can define an Attribute Group, Front Loader Nameplate data. This group can
then be associated with the CARS Asset Group. When defining an asset within the CARS Asset
Group, you can optionally utilize the attributes to specify nameplate data (specified data such as
make, year, and model) for the asset. This creates a simplified way of entering specified data
related to a specific Asset Group.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
m y
might have a different User Name and Password for you to use
d e
Students use eAM enabled organization, EM1
ca
Students replace XX with a unique identifier
e A
c l
The instructor has completed all guided demonstrations
r a
You have completed all previous practices
O ly
l & On
n a e
t e r U s
I n
c l e
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O
Copyright Oracle Corporation, 2007. All rights reserved.
1. Enter the following information within the Descriptive Flexfield Segments window:
Field Value
Application Inventory
Title Asset Attributes
Code XX EQUIPMENT
Name XX EQUIPMENT (defaults)
Description XX EQUIPMENT
e A
c l
Field
r a Value
Asset Group
O ly XX EQUIPMENT
& On
Attribute Group Code XX EQUIPMENT
l
a e
r n s
n t e U
e I
c l
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O
Copyright Oracle Corporation, 2007. All rights reserved.
2. Execute a query.
(I) Find
m y
d e
ca
e A
c l
r a
O ly
l & On
(B) OK
n a e
t e r U s
I n
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O
Copyright Oracle Corporation, 2007. All rights reserved.
4. (B) OK
m y
5. Within the Context Field Values region, place the cursor in the Code field.
d e
6. (I) New
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O ly
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t e r U s
I n
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
8. (B) Segments
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9. Enter the following information:
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Number
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Name /
Window Prompt
Column Value Set
n a e
Serial Number C_ATTRIBUTE3 15 Characters
t e r U s
I n
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
13. (B) OK
d e
ca
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c l
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O ly
l & On
n a e
t e r U s
I n
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O14. (B) Compile (B) OK (B) OK
17. Select Asset Group, XX EQUIPMENT, from the Find list of values.
18. Select XX EQUIPMENT from the Attribute Group Code list of values.
m y
d e
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19. (I) Save
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20. Close the window.
O ly
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I n
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
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Assets
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Enterprise Asset Management provides the following methods to enter a new asset. You can
r a
create them individually, by copying information from an existing asset, utilize the multiple
asset entry method, or use the Import Asset Number interface. You must first set up an Asset
Group, before defining Asset Numbers.
O ly
To define assets individually:
l & On
1. Navigate to the Define Asset Number window.
n a e
2. Select an Asset Group. This Asset Group is associated with this asset.
e r s
After an Asset Group is associated with an asset and then saved, it cannot be changed.
t U
3. Enter an Asset Number if you do not have them automatically generated, or accept or
I n
modify the default, if you have automatic generation enabled.
c l e
After an asset is saved, it cannot be deleted. The asset can be deactivated if there are no
open Work Orders or Work Requests for the asset, and if the asset is not part of an asset
r a hierarchy.
4. Optionally enter an Asset Description, up to 240 characters.
O 5. Select an Asset Group. This Asset Group is associated with this asset.
r a
operational information, such as Check Out, Check In, associated Work Requests and
O ly
Work Orders. You can remove or add a child asset, remove a parent asset, activate or
deactivate the asset, transfer the asset to another location, and receive or issue the asset
l & On
into and from Inventory. By default, logging is not enabled for an asset.
14. Within the Parent region, select a parent Asset Number to establish asset hierarchy
n a e
information. Work Order costs rollup through the Parent and Child hierarchies defined,
t e r U s
and can rollup to any level within an asset hierarchy. This lets you review all cost
associated with an asset or asset hierarchal view.
I n
15. Enter the Warranty Expiration date for the asset.
16. Indicate whether the current asset is checked in or out.You can check out an asset to view
l e
asset details, enter collection plan data, enter meter information, and optionally create a
c
Work Request, within Maintenance Super User. This check box is protected against
r a update.
O
Copyright Oracle Corporation, 2007. All rights reserved.
r a
Enterprise Asset Management, Asset Groups must have been established.
26. Choose Location Details to view or update Property Manager field information.
O ly
27. Select Attributes to enter attribute values for the asset. Existing, enabled Attribute Groups
l & On
appear. These Attribute Groups are optional. You do not need to enter values for all
existing Attribute Groups. From this window, you cannot generate Attribute Groups.
n a e
28. You can choose Resource Usage if the fields in the Production Equipment region are
t e r U s
populated. This enables you to view production Work Orders using the equipment that
corresponds with this Asset Number as a resource.
I n
29. Select Associate Activity to directly associate this Asset with an Activity.
30. Enter file, URL, or text attachments to this asset by choosing the paperclip Attachments
l e
icon. You can then choose Document Catalog to add asset specific documents.
c
31. Save your work.
r a
To copy assets from existing assets:
O
Copyright Oracle Corporation, 2007. All rights reserved.
e
2. Select the flashlight Find icon to display the Find Asset Number window. A
c l
3. Select a Deactivated Asset Number to activate.
r a
4. Select Re-Activate Asset Number from the Tools menu.
5. Save your work.
O ly
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
Asset Documents
n a e
t e r U s
You can attach existing documents to an asset, and create text to associate with an asset. You
can attach text, URLs, or files, such as spreadsheets, graphics, and OLE objects. When creating
I n
a Work Order for an asset with attachments, the asset's attachments attach to the Work Order
for that asset. For this to function, the appropriate attachment category, Asset Attachments (1),
l e
must associate with the attachment function, EAMWOMDF.
c
To define asset documents:
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
You must first set up an Asset Group, before defining Asset Numbers.
In this practice, you will first create one asset individually. Next, you will utilize the multiple
asset entry method to create one more asset. You will create an asset via copying information
from an existing asset, deactivate an asset, and then reactivate it.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
m y
The instructor has completed all guided demonstrations
d e
You have completed all previous practices
ca
Tasks
e A
Create an asset individually
c l
1.
r a
Enter the following information, within the Define Asset Number window:
Asset Number = XX-1200
Description = XX 994 FEL O ly
l & On
Asset Group = XX EQUIPMENT
Asset Serial Number = Defaults as XX-1600 (automatic generation is enabled)
a e
Asset Category = XX EQUIPMENT.ASSET
n
t
Area = XX MINING
e r
Department = XX MAINT
U s
I n
Criticality = High
WIP Accounting Class = XX eAM ACC
l e
Maintainable = Selected
c
Active = Selected
O
Copyright Oracle Corporation, 2007. All rights reserved.
Field Value
Attribute Group XX EQUIPMENT
Make CATERPILLAR
Model 994
Serial Number XX-1235
3. Still within the Define Asset Number window, place the curser in the Asset Group field.
4. (I) New
O ly
& On
6. Enter the following information, within the Asset Attributes window:
l
a e
r n
Field
s
Value
Attribute Group
Make
n t e U
XX EQUIPMENT
EASCO
Model
e I 45 yard
c l
Serial Number XX-5342568
r a
Create an asset by copying information from an existing asset
O7. Still within the Define Asset Number window, place the curser in the Asset Group field.
10. Place the curser in the Owning Department field, and copy from Asset Number, XX-1200.
11. Change the Serial Number, within the Asset Attributes window, to XX-12345678.
Deactivate an asset
Reactivate an asset
d e
3. (I) Save
ca
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c l
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O ly
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n a e
t e r U s
I n
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O
Copyright Oracle Corporation, 2007. All rights reserved.
d e
5. Select XX EQUIPMENT from the Attribute Group list of values.
c a
6. Enter the following information in the Asset Attributes window:
e A
Field
c l Value
Make
r a CATERPILLAR
Model
O ly 994
Serial Number
l & On XX-1235
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
l & On
Asset Category = XX EQUIPMENT.ASSET
a e
Owning Department = XX MAINT
n
Area = XX MINING
e
Criticality = High
t r
Asset Type = Capital U s
I n
WIP Accounting Class = XX eAM ACC
c l e
Maintainable = Selected
Active = Selected
O
Copyright Oracle Corporation, 2007. All rights reserved.
d e
13. Select XX EQUIPMENT from the Attribute Group list of values.
c a
14. Enter the following information in the Asset Attributes window:
e A
Field
c l Value
Make
r a EASCO
Model
O ly 45 yard
Serial Number
l & On XX-5342568
n a e
t e r U s
I n
c l e
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O
Copyright Oracle Corporation, 2007. All rights reserved.
& On
Asset Category = XX EQUIPMENT.ASSET
l
a e
20. Place the curser in the Owning Department field.
n
t e r U s
21. (M) Tools > Copy Asset Number from
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
23. (B) Copy (I) Save (B) Attributes
ca
24. Place the curser in the Attribute Values field.
e A
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25. Change the Serial Number to XX-12345678. l
r a
O ly
l & On
n a e
t e r U s
I n
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O
Copyright Oracle Corporation, 2007. All rights reserved.
O ly
& On
Enter XX-1202 in the Asset Number field.
l
a e
(M) View > Query By Example > Run
r n s
30. (M) Tools > De-Activate Asset Number
c l
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O
Copyright Oracle Corporation, 2007. All rights reserved.
d e
Reactivate an asset
ca
33. Navigate to the Define Asset Number window.
e A
l
(N) Assets > Asset Numbers > Asset Numbers
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34. Execute a query.
r a
O ly
(M) View > Query By Example > Enter or F11
l & On
Enter XX-1202 in the Asset Number field.
n a e
(M) View > Query By Example > Run
t e r
35. (M) Tools > Re-Activate Asset
U s
36. (B) OK (I) Save
I n
l e
The Active check box is now selected.
c
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
d e
ca
e A
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O ly
l & On
n a e
t e r U s
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
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Asset Routes
c l
You might need to perform an Activity on multiple Asset Numbers. To eliminate the
r a
possibility of creating multiple Work Orders for the same Activity, you can define Asset
Routes. You can define a Preventive Maintenance schedule for your Asset Route to specify
O ly
when an Activity should be scheduled for the Asset Route. You can define day interval rules
for Asset Routes.
To define asset routes:
l & On
n a e
1. Navigate to the Define Asset Route window.
2. Select an Asset Group.
t e r U s
3. Enter the name of the Asset Route in the Asset Number field.
I n
4. The Asset Serial Number defaults to the Asset Number. You can optionally select the
next serial number for the current organization.
c l e
If serial uniqueness is not across organizations, more than one asset route might have the
r a same Asset Number. The Asset Serial Number is globally unique and maintains
uniqueness, in this circumstance.
O
Copyright Oracle Corporation, 2007. All rights reserved.
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
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O
Copyright Oracle Corporation, 2007. All rights reserved.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
r a
Description = EQUIPMENT WASHDOWN
O ly
Owning Department = XX MAINT
Criticality = Low
& On
WIP Accounting Class = XX eAM ACC
l
Area = XX MINING
n a e
Maintainable = Selected
Active = Selected
t e r U s
2.
I n
Enter the following information, within the Asset List window:
Asset Group = XX EQUIPMENT
l e
Asset Number = XX-1000 and XX-1002
c
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
3.
c l e
(B) Asset Route
r
4. a Enter the following information:
O Asset Group = XX EQUIPMENT
5. (I) Save
m y
6. Close the windows.
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
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O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
Asset Bills of Material
c l
You can identify and select the required items that make up an asset. A bill of material (BOM)
r a
is used to list all items and components that make up a particular asset, and is defined for each
Asset Group. The items defined on an asset BOM are standard inventory components.
O ly
Note: Even if you are not using Project Manufacturing applications, Project Parameters
l & On
are defined for your eAM enabled organization to successfully create Asset Groups. This
is required because an Asset BOM is of type Model/Unit Effective and this BOM type is
a e
currently allowed if PJM organization parameters are set up for the eAM enabled
n
r s
organization to which the Asset Group has been assigned. To define Project Parameters,
e
open the Project Parameters window using Project Manufacturing Super User
t U
responsibility and without entering any data in the window, save the record.
I n
To set up an Asset BOM:
l e
1. Navigate to the Bills of Material window.
c
2. Select an Asset Group from the Item list of values.
r a
3. Within the Main tab, the Item Sequence and an Operation Sequence values default.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
m y
Tasks
d e
Define an asset BOM
c a
1. Within the Bills of Material window, select XX EQUIPMENT from the Item list of values.
e A
2. Enter the following information:
c l
r a
Item
Seq
Component
O ly Quantity Auto Request
Material
Serial Effectivity
From
Serial
Effectivity To
10 XX AIR FILTER
l & On 1 Selected XX-1000 XX-1000
20 XX AIR FILTER
t e r
XX ENGINE OIL 10/40 53
U s 1 Selected
Selected
XX-1000
XX-1000
XX-1002
XX-1002
3. I
View the details. n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
c a
e A
c l
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O ly
l & On
n a e
t e r U s
I n
c l e
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O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
5. (I) Save
d e
6. Close the windows.
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
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O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
Rebuildable Items
c l
Items that are installed, removed, and refurbished are referred to as Rebuildable Items.
r a
Examples of Rebuildable Items include motors, control boxes, and computer boards.
Rebuildable Items might need to be removed or refurbished while a parent Asset is maintained.
O ly
Rebuildable Items are inventory items; you have the option to serialize them.
To set up rebuild items:
l & On
1. Navigate to the Rebuild Items window.
n a e
2. Enter the Rebuildable Item name in the Item field.
e r s
3. Enter a Description for this Rebuildable Item, up to 240 characters.
t U
4. Use the @Rebuildable template to quickly apply attribute values, and to ensure that the
I n
appropriate attributes are applied.
c l e
You can create Rebuildable Items using the template described above, or you can copy a
Rebuildable Item from an existing Rebuildable Item.
r a
5. In the Serial Generation region, select Predefined for the Generation value.
6. Define a Starting Prefix and Starting Number for this Rebuild Item. If Serial Generation
O is set at Item Level for the Organization, the system defaults the prefix, along with the
c l
this circumstance. It is predefined in this window, or generated during a receipt
transaction.Select an Asset Group. This is the Asset Group (Rebuildable Item) you are
r a
associating with the Rebuildable Serial Number you are currently creating.
O ly
Note: After an Asset Group (Rebuildable Item) is associated with a Rebuildable Serial
Number and then saved, you cannot change it.
& On
5. Enter an Asset Number (Rebuildable Serial Number) if you do not have them
l
a e
automatically generated. Accept or modify the default Asset Number, if you have
r n
automatic generation enabled.
s
6. Enter a description for the Rebuildable Serial Number of up to 240 characters.
t e U
7. Within the Main tab, optionally select an Owning Department for this Rebuildable Serial
n
I
Number. This represents the crew responsible for the Rebuildable Serial Number.
Notifications, regarding Work Requests, are sent to the Primary Approver of the Work
e
c l
Request's associated Asset Number's current owning department.
8. Select a Criticality code to indicate the importance of the Asset Number to the
O 9. Select a WIP Accounting Class to identify the Expense cost elements associated with the
work performed, such as materials, labor, and resources.
Copyright Oracle Corporation, 2007. All rights reserved.
e A
c l
12. The Checked Out check box indicates whether the current asset is checked in or out. You
can check out an asset to view asset details, enter collection plan data, enter meter
r a
information, and optionally create a Work Request, within Maintenance Super User. This
check box is protected against update.
O ly
16. Within the Location tab, the Subinventory and Locator fields are view-only, displaying
l & On
the subinventory location of this asset within Inventory and its Locator segments. If this
asset if received into Inventory, these fields are populated.
n a e
17. Select a Location Code to specify a physical location for this asset. The Address field
t e r U s
simultaneously populates with the selected Location Code's associated Address. The
previously defined Area is organization-specific and not associated to a physical location.
I n
Valid Location Codes are defined within Install Base.
18. The Address defaults as the populated Location Code's associated address. You can
l e
optionally select a different address. If the current asset is in stores, the address of the
c
Location's organization appears.
r a19. Select a Production Organization. The list of values displays the production inventory
organizations maintained by the current asset's organization.
O
Copyright Oracle Corporation, 2007. All rights reserved.
e A
more meters.
c l
30. Optionally choose Associate Activity to associate the current Rebuildable Serial Number
to an Activity.
r a
O ly
Note: To establish this Rebuildable Serial Number in Inventory, you must execute a
Miscellaneous Receipt process.
& On
Rebuildable Item and Activity Association
l
n a e
After you have defined Rebuildable Items and Activities, you can associate Activities to the
Rebuildable Items. For example, you may have a Rebuild Engine Activity, and an Engine
t e r U s
Rebuildable Item. After you create a Rebuild Work Order for the engine, the associated
Rebuild Engine Activity attaches its associated maintenance BOM (material) and maintenance
I n
routing (resources) to the Work Order.
Activity association for Rebuildable Serial Numbers are streamlined by using Activity
l e
Association Templates. If an Activity Template is defined for a Rebuildable Item, the
c
activity association automatically creates when a new Serial Number is created for that
e A
c l
for your eAM enabled organization to successfully create Rebuildable Items. This is
required because a Rebuildable BOM is of type Model and Unit Effective and this BOM
r a
type is currently allowed if PJM organization parameters are set up for the eAM enabled
organization to which the Rebuildable Item has been assigned. To define Project
O ly
Parameters, open the Project Parameters window using Project Manufacturing Super
User responsibility and without entering any data in the window, save the record.
To set up a rebuildable BOM:
l & On
a e
1. Navigate to the Bills of Material window.
n
t e r U s
2. Select a Rebuildable Item from the Item list of values.
3. Within the Main tab, the Item Sequence and Operation Sequence values default.
Number.
I n
4. Enter the inventory or non-inventory Component to make up the Rebuildable Serial
l e
5. Enter the Quantity of that component necessary for the Rebuildable Serial Number.
c
6. Save your work.
r a
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
c l
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
c l
r a
O ly
4. (I) Save
l & On
a e
Select the track in installed base option
n
5.
e r s
Navigate to Tools > Item Details
t U
6.
I n
Select the Service tab.
7.
l e
Select the Track in Installed Base check box in the Installed Base region.
c
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
e A
10. (I) Save
c l
11. Close the window.
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
m y
Students replace XX with a unique identifier
d e
The instructor has completed all guided demonstrations
ca
You have completed all previous practices
e A
Tasks
c l
Define first rebuildable serial number
r a
1. O ly
Enter the following information, within the Define Rebuildable Serial Number window:
l & On
Asset Number = XX 3428 ENGINE 1
Asset Type = Rebuildable Inventory
a e
Asset Group = XX 3428 ENGINE
n
is enabled)
t e r U s
Asset Serial Number = XX-ENGINE-1001 (defaulted because automatic generation
I n
Description = 3428 ENGINE 1
Asset Category = Maintenance Supply.Supply
l e
Owning Department = XX MAINT
c
Criticality = Low
4. (I) Save.
5. Enter the following information, within the Define Rebuildable Serial Number window:
Asset Number = XX 3428 ENGINE 2
Asset Type = Rebuildable Inventory
Asset Group = XX 3428 ENGINE
Asset Number = XX-ENGINE-1002 (defaulted because automatic generation is
enabled)
Description = 3428 ENGINE 2
Department = XX MAINT
Criticality = Low
WIP Accounting Class = XX eAM ACC
Area = XX MINING
Organization: EM1
6. (I) Save.
m y
Define third serialized rebuildable
d e
7. Enter the following information, within the Define Rebuildable Serial Number window:
Asset Number = XX 3428 ENGINE 3
ca
Asset Type = Rebuildable Inventory
Asset Group = XX 3428 ENGINE
e A
c l
Asset Number = XX-ENGINE-1003 (defaulted because automatic generation is
enabled)
Description = 3428 ENGINE 3
r a
O ly
Owning Department = XX MAINT
Criticality = Low
l & On
WIP Accounting Class = XX eAM ACC
Area = XX MINING
n a e
8. (I) Save.
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
O ly
Criticality = Low
l & On
WIP Accounting Class = XX eAM ACC
Area = XX MINING
n a e
t e r U s
Asset Type = Rebuildable Inventory
8. (I) Save.
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
9. (I) New
m y
10. Enter the following information:
d e
Asset Number = XX 3428 ENGINE 3
Asset Type = Rebuildable Inventory
ca
Asset Group = XX 3428 ENGINE
e
Asset Number = XX-ENGINE-1003 (defaulted because automatic generation is A
enabled)
c l
Description = 3428 ENGINE 3
r a
Asset Category = Maintenance Supply.Supply
n a e
11. (I) Save.
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
15. (B) Find
e A
c l
16. Open the Nodes and view the On Hand information.
In this practice, you will use the Maintenance Workbench to view your assets details.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
e A
1.
c l
Within the Maintenance Workbench, enter EM1 in the Organization field.
2.
r a
Perform an advanced search for Asset Group, XX EQUIPMENT.
3. O ly
Select XX-1000 and view its hierarchy.
4.
l
View its configuration history.& On
n a e
t e r U s
I n
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
2. (B) Go
m y
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c l
3. Select the Assets tab.
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4. (B) Advanced Search
O ly
l & On
n a e
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I n
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Copyright Oracle Corporation, 2007. All rights reserved.
6. (B) Go
m y
7. Select XX-1000.
d e
8. Select Hierarchy, from the Select Asset Number: list of values.
ca
e A
c l
r a
O ly
9. (B) Go
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I n
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Copyright Oracle Corporation, 2007. All rights reserved.
11. (B) Go
m y
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r a
O ly
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I n
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
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c l
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O ly
l & On
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I n
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
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ca
e A
Non-Stock Direct Items
c l
Non-Stock Direct Items can represent items that are not stocked in inventory, such as services
r a
that are purchased from a supplier. Non-Stock Direct Items are not stocked in inventory; they
are defined in the Item Master as an inventory item, Purchased, Purchasable, and the Stockable
O ly
check box cleared. These items are contrived as one off, bought directly from a vendor for a
a e
You can add Non-Stock and Description Based Direct Items to Maintenance Bills of Material,
n
t e r U s
as well as add them directly to the material requirements for an existing Work Order.
To set up Non-Stock Direct Items, access the Master Item window within Oracle Inventory,
I n
and apply the @Non Stocked Item template. Description Based Direct Items are not set up
within Oracle Inventory.
l e
If direct items exist on a Bill of Material, they default as material requirements when creating a
c
Work Order for that asset; however, you can add additional direct item material requirements
r a
to an existing Work Order.
To set up a Non-Stock Direct Item:
O 1. Navigate to the Master Item window.
m y
d e
ca
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I n
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r a
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
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c l
r a
O ly
l & On
n a e
t e r U s
I n
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
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ca
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Activities
c l
Activities provide you with a standard template of jobs, which are applied to Work Orders,
r a
such as Routine or Preventive Maintenance. After these Activity Templates are created, they
are associated with one or more Asset Numbers or Rebuildables. They are also associated with
O ly
a maintenance BOM and maintenance routing, containing the material and resources needed
l & On
for operations, respectively. When Work Orders are created for assets associated to the
Activity, the material and resources associated with the current Activity automatically copy to
the Work Orders created.
n a e
r s
There are three methods you can use to create an Activity. You can create an Activity within
e
the Master Activity (Master Item) window, create Activities from the Activity Workbench, and
t U
create Activities from within a Maintenance Work Order.
I n
To set up Activities within the Master Activity window:
l e
1. Navigate to the Activity window. The Master Item window is used to create Asset
c
Groups, Activities, and rebuildable.
r a
2. Enter the name of the Activity in the Item field.
O
3. Enter a Description for this Activity, up to 240 characters.
e A
4. Save your work.
c l
Multiple Work Orders associated with the same Activity cannot be at a Released status,
at the same time.
r a
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
O ly
Enterprise Asset Management Administration > Setting Up > Asset Setup >
Defining Activities
l & On
n a e
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I n
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O
Copyright Oracle Corporation, 2007. All rights reserved.
In this practice, you will create an asset activity, XX SERVICE FOR EQUIPMENT, and a
rebuild activity, XX ENGINE REBUILD.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
c
Tasks
r a
Create an asset activity
O ly
1.
& On
Enter the following information, within the Master Item window:
l
Item = XX SERVICE FOR EQUIPMENT
a e
Description = XX SERVICE FOR EQUIPMENT
n
2.
t e r
Apply the @Activity template.
U s
3.
I n
Select the Asset Management tab and enter the following information:
Activity Type = Maintenance
l e
Shutdown Type = Required
c
Activity Cause = Preventive
O
Copyright Oracle Corporation, 2007. All rights reserved.
6. Select the Asset Management tab and enter the following information:
Activity Type = Rebuild
Shutdown Type = Required
Activity Cause = Normal Wear
Activity Source = Routine
m y
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r a
O ly
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Copyright Oracle Corporation, 2007. All rights reserved.
3. (I) Save.
m y
(B) Apply (B) Done
d e
ca
e A
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O ly
l & On
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I n
c l e
r a The following attributes applied:
O Main Tab
Inventory Tab
Field Value
Inventory Item Enabled
5. Select the Asset Management tab and enter the following information:
Activity Type = Maintenance
Shutdown Type = Required
Activity Cause = Preventive
Activity Source = Routine
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6. (I) Save
I n
l e
Assign the asset activity to EM1 organization
c
7.
O8. Select the Assigned check box for the EM1 organization.
m y
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I n
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Copyright Oracle Corporation, 2007. All rights reserved.
Main Tab
Field Value
User Item Type Asset Activity
Item Status Active
Inventory Tab
Field Value
Inventory Item Enabled
15. Select the Asset Management tab and enter the following information:
Activity Type = Rebuild
Shutdown Type = Required
Activity Cause = Normal Wear
Activity Source = Routine
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16. (I) Save
O
Copyright Oracle Corporation, 2007. All rights reserved.
18. Select the Assigned check box for the EM1 organization.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Activity Association
c l
After you have defined Asset Groups, Assets, and Activities, you can associate the Activities
r a
with assets and or rebuildables. You can streamline the creation of Activities and associations
using an Activity Association Template. Assets are associated with Activities before entering
O ly
the Activity into a Preventive Maintenance Schedule.
l & On
Note: The Activity Workbench lets you streamline your Activity setups, including Asset
Number and Activity associations. Also, you can streamline the creation of Activity
a e
associations using an Activity Association Template. For example, when you create an
n
r s
Asset Group, and then Asset Numbers within that group, you do not need to utilize the
e
Association window to associate those Asset Numbers with an Activity. If you create an
t U
Activity Association Template, the Activity that you associate with the current Asset
I n
Number's Asset Group automatically determines the Activity that is associated with the
c l e
current Asset Number.
To associate Assets with Activities:
r a
1. Navigate to the Activity Association window.
2. Select an Activity.
O
Copyright Oracle Corporation, 2007. All rights reserved.
c
Order. Tags are generally printed and placed on an asset, warning the plant that the asseta
is shutdown, and should not be started. This check box helps the planner isolate those
e
jobs that require a tagout. This field is is for information purpose only. A
c l
11. The Owning Department responsible for this activity or asset defaults from the Asset
Planner or Supervisor.
r a
Number definition. Optionally, you can select an Owning Department. This is normally a
O ly
12. Select a Shutdown Type. This indicates whether a shutdown is necessary to perform this
& On
maintenance activity. For example Required or Not Required. This field is for
l
information purposes. This value defaults from the Master Activity information that was
a e
created within the Master Item window.
r n
13. Select a WIP Accounting Class. You can update the value that defaults from the
s
e
Enterprise Asset Management Parameters information, for the current organization.
t U
14. Select an Activity Source. Activity Source codes are reasons activities are performed. For
n
e I
example, Warranty Compliance, OSHA Compliance, or Military Specification
Requirements. This value defaults from the Master Activity information that was created
l
within the Master Item window.
c
r a
15. Save your work.
Activity Association Templates
O
Copyright Oracle Corporation, 2007. All rights reserved.
l & On
For example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning. This
value defaults from the Master Activity information created within the Master Item
window.
n a e
t e r U s
9. Select the Tagging Required check box to indicate whether tag out procedures are
required. The Area might need to be secured for operations required for carrying out a
I n
Work Order. Tags are generally printed and placed on an asset, warning the plant that the
asset is shutdown, and should not be started. This check box helps the planner isolate
c l e
those jobs that require a tagout. This is for information purposes only.
10. Select an Owning Department. This value defaults from the Enterprise Asset
m y
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Copyright Oracle Corporation, 2007. All rights reserved.
You can streamline the creation of Activity associations using an Activity Association Template.
For example, when you create an Asset Group, and then Asset Numbers within that group, you
do not need to utilize the Association window to associate those Asset Numbers with an Activity.
If you create an Activity Association Template, the Activity that you associate with the current
Asset Numbers Asset Group automatically determines the Activity that is associated with the
current Asset Number.
In this practice, you will associate assets with activities. You will then associate an Asset Group
with an Activity by using a template.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
m y
Students use eAM enabled organization, EM1
d e
Students replace XX with a unique identifier
ca
e
The instructor has completed all guided demonstrations A
c l
a
You have completed all previous practices
r
Tasks
O ly
& On
Associate asset numbers with an activity using the Activity Association window
l
1.
a e
Enter the following information, within the Activity Association window:
n
e r
Activity = XX SERVICE FOR EQUIPMENT
Asset Type = Capital
t U s
Asset Group = XX EQUIPMENT
I n
Asset Number = XX-1000
c l e
Priority = High
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
ca
5.
A
Select the Work Order Defaults tab and notice that the following information defaulted from
the Activitys definition:
e
Activity Cause = Normal Wear
Activity Type = Rebuild
c l
r a
Tagging Required = Optional (check box is clear)
O ly
Owning Department = XX MAINT
Shutdown Type = Required
l
Activity Source = Routine& On
WIP Accounting Class = XX eAM ACC
n a e
6.
t e r s
Enter the following information on the second line:
Asset Type = Rebuildable Inventory
U
I n
Asset Group = XX 3428 ENGINE
Asset Number = XX-ENGINE-1001
c l e
Priority = High
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
8. Enter the following information, within the Activity Association Template window:
Activity = XX SERVICE FOR EQUIPMENT
Asset Type = Capital
Asset Group = XX EQUIPMENT
Priority = High
9. The information that is within the Work Order Defaults tab defaults from the Activity
definition (Master Item window).
m y
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
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O ly
l & On
n a e
3.
t e r
the Activitys definition:
U s
Select the Work Order Defaults tab and notice that the following information defaulted from
I n
Activity Cause = Preventive
Activity Type = Maintenance
l e
Tagging Required = Optional (check box is clear)
c
Owning Department = XX MAINT
m y
d e
ca
6. (I) Save
e A
7. Close the window.
c l
r a
Associate rebuildable serial numbers with an activity using the Activity
Association window
O ly
8.
& On
Navigate to the Activity Association window.
l
a e
(N) Activities > Activity Association
n
9.
e r s
Enter the following information:
t U
Activity = XX ENGINE REBUILD
I n
Asset Type = Rebuildable Inventory
Asset Group = XX 3428 ENGINE
l e
Asset Number = XX 3428 ENGINE 1
c
Priority = High
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
l & On
13. Enter the following information on the second line:
Asset Type = Rebuildable Inventory
a e
Asset Group = XX 3428 ENGINE
n
Priority = High
t e r
Asset Number = XX 3428 ENGINE 2
U s
14. (I) New
I n
l e
15. Enter the following information on the third line:
c
Asset Type = Rebuildable Inventory
e A
19. Enter the following information:
c
Activity = XX SERVICE FOR EQUIPMENTl
Asset Type = Capital
r a
Asset Group = XX EQUIPMENT
Priority = High O ly
l & On
n a e
t e r U s
I n
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O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
e
21. (I) Save
m y
d e
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Activity Workbench
c l
You can use a central workbench to manage your organization's Activity functions. Using the
r a
Activity Workbench, you can view, create, query, and manage all of your Activities. From this
central workbench, you can view, create, and update Maintenance Routes, Maintenance Bills
O ly
of Material, Preventive Maintenance Schedules, and Suppressions associated with your
l & On
Activities. You can create various copy functions within a single Activity, across multiple
Activities, as well as between Work Orders and Activities or asset activity associations. You
a e
can view or update Last Service for the asset activity association, as well as view cost estimates
n
organization.
Defining Activities
t e r
for the Activity. These copy functions save time and standardize processes across your
U s
I n
There are three methods you can use to create an Activity. You can create an Activity within
c l e
the Master Activity (Master Item) window, create Activities from the Activity Workbench, and
create Activities from within a Maintenance Work Order.
r a
To set up Activities using the Activity Workbench:
1. Navigate to the Activity Workbench window.
O 2. Choose Launch.
e
BOM check box to indicate that the Maintenance Bill of Material, associated with the A
14. Within the Activity region, if Activity is populated in the Copy From field, then select the
l
current Activity within the Activity region, copies to the new Activity Name.
c
r a
15. Within the Activity region, if Activity is populated in the Copy From field, then select the
Routing check box to indicate that routings, associated with the current Activity within
O ly
the Activity region, copies to the new Activity Name.
16. Within the Activity region, if Activity is populated in the Copy From field, then select
l & On
All or None from the Association list of values.
n a e
All: All Asset and Rebuildable associations, associated with the current Activity within
the Activity region, copy to the new Activity.
e r s
None: No Asset and Rebuildable associations, associated with the current Activity within
t U
the Activity region, copy to the new Activity.
I n
17. Within the Work Order region, if Work Order is populated in the Copy From field, then
c l e
select an existing maintenance Work Order.
18. Within the Work Order region, if Work Order is populated in the Copy From field, then
e A
c l
The Activity Workbench lets you manage all of your organization's Activity functions. Before
launching the Activity Workbench, you can narrow your data selection; the Activity
r a
Workbench provides a query capability as you enter the Activity Workbench. You can query
by Asset Type, Asset Number, Asset Group, Area, Asset Category, Owning Department, and
O ly
include children assets within asset hierarchies. The bottom portion of the window enables you
l & On
to query by Activity, Activity Type, Activity Source, Shutdown Type, and Activity Cause. You
can also select data that is between specified Effective dates.
a e
To navigate the Activity Workbench:
n
t e r U s
1. Navigate to the Activity Workbench window.
2. Optionally narrow your data selection by selecting criteria within the Activity
I n
Workbench window. If you make selections, then you can view those selections after you
launch the Activity Workbench.
l e
3. Choose Launch.
c
4. Select the Results (Capital) tab.
r a
5. Expand the Results (Capital) folder.
O
Copyright Oracle Corporation, 2007. All rights reserved.
e
corresponding Activity Associations window. Within the corresponding Activity A
l
Associations window, you can associate Activities to the current Serialized Non-
c
a
rebuildable.
9.
r
Select the Rebuildables with Activities folder.
O ly
Expand the Serialized with Activities folder to display all Rebuildable Serial Numbers
& On
that are currently associated with one or more Activities, based on your chosen selection
l
criteria, within the Activity Workbench window. You can select a Rebuildable Serial
a e
Number and view related Activity information within the corresponding Activity
r n
Associations window. Within the corresponding Activity Associations window, you can
s
create or update preventive maintenance schedule definitions, create or update
t e U
Suppression definitions, view or update last service information, view the parts list, view
n
I
or update the maintenance routing, and view cost estimations for a Rebuildable Serial
Number and Activity combination.
l e
Expand the Non-serialized with Activities folder to display all Non-serialized
c
Rebuildables that are currently associated with one or more Activities, based on your
r a chosen selection criteria, within the Activity Workbench window. You can select a Non-
serialized Rebuildable and view related Activity information within the corresponding
O Activity Associations window. Within the corresponding Activity Associations window,
l
Schedule definition for an Asset Number that is not associated with an Activity. If you
c
a
select Results (Rebuildable Inventory), then expand the Rebuildables with Activities
r
folder, expand either the Serialized with Activities or Non-serialized with Activities
O ly
folder, then select a Serialized or Non-serialized Rebuildable, respectively. You cannot
create or update a PM Schedule definition for an Asset Number that is not associated
l & On
with an Activity. If you select Results (Activities), then expand the Activities with
Association folder, then select an Activity.
n a e
3. Choose Preventive Maintenance. The PM Schedules window displays all PM Schedule
combination.
t e r U s
definitions for the current Activity and Asset Number or Activity and Asset Route
I n
Choose New to create a new PM Schedule definition.
Choose Last Service Information to create or update Last Service Information.
l e
Choose Suppression to create or update a suppression definition, associated with the
c
current Activity and Asset Number or Activity and Asset Route combination.
r a
Select a PM Schedule definition, and then choose Open to view its details.
e A
the Serialized with Activities or Non-serialized with Activities folder, and finally select a
c l
Serialized or Non-serialized Rebuildable, respectively. If you select Results (Activities),
then expand the Activities with Association folder, then select an Activity.
r a
3. Choose Last Service to view or update last service information.
4. Save your work.
O ly
l & On
To view estimated cost information:
You can view estimated cost information for an Activity. Estimating Activity costs is often
a e
necessary for planning and budgeting purposes.
n
t e r s
1. Within the Activity Workbench pane, select any one of the tabs: Results (Assets), Results
(Rebuildables), or Results (Activities).
U
I n
2. If you select Results (Assets), then expand either the Assets with Activities or Routes
folders, then select the Asset Number or Route, respectively. If you select Results
l e
(Rebuildables), then expand the Rebuildables with Activities folder, expand either the
c
Serialized with Activities or Non-serialized with Activities folder, and finally select a
e A
resources listed.
15. Save your work.
c l
To set up a maintenance BOM:
r a
O ly
1. Navigate to the Activity Workbench window.
& On
2. Choose Launch.
Bill of Material. l
3. Within the Activity Workbench pane, select the Activity for which you wish to define the
a e
4. Choose BOM.
r n s
n t e
5. Select an Activity from the Item field list of values.
U
6. Select the Main tab. The Item Sequence defaults.
I
7. Enter the Operation Sequence that this Component (material item necessary for the
e
c l
operation sequence, NOT rebuildable item) needs.
8. Enter necessary Components and their Quantities required to perform the Activity. You
O The Purchasing tab is enabled for Maintenance and Asset Bills of Material, and contains
attributes specific to non-stockable, inventory items.
e A
c l
10. Select an Asset Number. Asset Numbers associated with the previously selected Asset
Group are available. Asset Numbers are always serial-controlled. If you select a Non-
required.
r a
serialized Rebuildable in the Asset Group field, then the Asset Number field is not
l & On
a e
To create an Activity Association Template:
r n
1. Navigate to the Activity Workbench window.
s
2. Choose Launch.
t e U
3. Select the Results (Activities) tab.
n
e I
4. Expand the All Activities folder to display all valid Activities, based on your chosen
selection criteria, within the Activity Workbench window. You can select an Activity and
c l
view its related Activity information within the corresponding Activity Associations
r a window, if an association exists. You can associate an Asset Number with the current,
selected Activity using the corresponding Activity Associations window. You can select
O an Activity within the Activity Workbench pane, and then view its related information
within the corresponding Activity Associations window. For a selected Activity, you can
Copyright Oracle Corporation, 2007. All rights reserved.
m y
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Copyright Oracle Corporation, 2007. All rights reserved.
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Maintenance Routes
c l
Operations are the instructions or tasks to perform a repair. Because each operation is
r a
associated with a department, each operation contains assigned resources, for example, trades
people, outside service providers, and equipment. A Maintenance Route is the set of operations
O ly
or jobs necessary to perform an Activity. When a Work Order is created for an Activity, the
l & On
Maintenance Route corresponding to the Activity explodes to the Work Order; all operations
specified in the Maintenance Route are copied to the Work Order as its operations.
a e
Maintenance Routes are not Asset Routes.
n
t e r U s
Enterprise Asset Management operations differ from manufacturing operations because
manufacturing operations are performed sequentially, whereas eAM operations are not
I n
performed sequentially. In Enterprise Asset Management, operations may not be sequential.
You can specify that one operation is dependent on another. Also, it is possible that two
c l e
unrelated operations can happen concurrently. One operation can depend on multiple
operations. Multiple operations can depend on one operation. The dependency may not be
r a
totally connected.
To define a maintenance route:
e
(Help) Maintenance Applications > Oracle Enterprise Asset Management > A
Workbench > Defining Asset Routes
c l
Enterprise Asset Management Administration > Setting Up > Using the Activity
r a
O ly
l & On
n a e
t e r U s
I n
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r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
2. O ly
Apply the Purchased Item template.
3.
l & On
Select the Purchasing tab and enter the following information:
List Price = 2
n a e
4.
e r s
Assign the component to the EM1 organization.
t U
5.
I n
Apply Organization level attributes:
Receipt Routing = Direct
l e
Receiving Subinventory = XX eAM SUB
c
Planner = XX Planner
O
Copyright Oracle Corporation, 2007. All rights reserved.
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O
Copyright Oracle Corporation, 2007. All rights reserved.
3. (I) Save
m y
(B) Apply (B) Done
d e
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e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
6. (I) Save
d e
7. Assign the component to the EM1 organization.
ca
Select the Organization Assignment icon.
e A
c l
Select the Assigned check box for the EM1 organization.
(I) Save
r a
O ly
8.
& On
Apply Organization level attributes.
l
(B) Org Attributes
n a e
t e r U
Receipt Routing = Directs
Select the Receiving tab and enter the following information:
n
Receiving Subinventory = XX eAM SUB
I
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
(I) Save
11. Repeat steps 2 9, using the following information. Ensure that you enter all data, within
those steps:
m y
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
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O
Copyright Oracle Corporation, 2007. All rights reserved.
In this practice, you will create a purchase order transaction and complete a receipt transaction to
receive the created component items.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
m y
You have completed all previous practices
d e
Tasks
c a
Create a purchase order
e A
1.
l
Enter the following information, within the Purchase Orders window:
Supplier = Allied Manufacturing c
Site = SAN JOSE-ERS
r a
O ly
Ship-To = EM1 - Seattle Maintenance
Line 1
l & On
Field
n a e Value
Item
UOM
t e r U s
XX AIR FILTER
Each
Quantity
I n 3
Price
c l e
Promised Date
Defaults
Todays date
r a
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Copyright Oracle Corporation, 2007. All rights reserved.
Line 3
Field Value
Item XX ENGINE OIL 10/40
UOM Gallon
Quantity 50
Price Defaults
Promised Date Todays date
m y
e
3. Approve the Purchase Order.
O ly
Verify that your items are costed for Material
7.
l & On
Query your items, within the Find Item/Cost Type window.
n a e
8.
t e r
Repeat for the two additional items, from your purchase order.
U s
I n
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Copyright Oracle Corporation, 2007. All rights reserved.
Line 1
Field Value
Item XX AIR FILTER
UOM Each
Quantity
Price
3
Defaults
m y
Promised Date Todays date
d e
Line 2
c a
Item
Field
e XX OIL FILTER A
Value
UOM
c l Each
Quantity
r a 3
Price
O ly Defaults
Promised Date
Line 3
n a e
Item
t e r
Field
UOM
I n Gallon
Quantity
c
Price l e 50
Defaults
O ra
Promised Date Todays date
m y
d e
9. (B) Find
ca
A
10. Within the Receipts window, ensure that all lines have XX eAM SUB populated within their
corresponding Subinventory fields.
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Copyright Oracle Corporation, 2007. All rights reserved.
e A
c l
(N) Cost Definition > Item Costs > Item Costs
(B) Find
l & On
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Copyright Oracle Corporation, 2007. All rights reserved.
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Copyright Oracle Corporation, 2007. All rights reserved.
In this practice, you will define a maintenance routing, create operation dependencies, and assign
resources to operations.
m y
Assumptions
d e
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
ca
e A
l
Students use eAM enabled organization, EM1
a c
Students replace XX with a unique identifier
r
O ly
The instructor has completed all guided demonstrations
& On
You have completed all previous practices
l
Tasks
n a e
Create a maintenance route
t e r U s
1.
I n
Within the Routings window, query the Oil Change activity.
c l e
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Copyright Oracle Corporation, 2007. All rights reserved.
3. Ensure that the Shutdown Type is Required for all Operation sequences.
4. Within the Maintenance Routing Network window, move each operation to the required
position. Operations 20, 30, and are dependent on Operation 10 completing.
m y
7. Enter the following information, within the Operation Resources window:
Sequence = 10
d e
Resource = XXOILER
Usage Rate = 0.5 c a
Schedule = Yes
e A
8.
c l
Select Sequence 20, within the Routings window.
9.
r a
Enter the following information, within the Operation Resources window:
Sequence = 10
Resource = XXOILER O ly
Usage Rate = 0.25
l & On
Schedule = Yes
n a e
t e r U s
10. Select Sequence 30, within the Routings window.
I n
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Copyright Oracle Corporation, 2007. All rights reserved.
13. Enter the following information, within the Operation Resources window:
Sequence = 10
Resource = XXOILER
Usage Rate = 0.05
Schedule = Yes
15. Add two resources for this operation, within the Operation Resources window. On the first
line, enter the following information, within the Main tab:
Sequence = 10
Resource = XXOILER
Usage Rate = 0.1
Schedule Seq. = 1
Schedule = Yes
m y
16. On the second line, enter the following information, within the Main tab:
d e
Sequence = 20
Resource = XXLUBTRUCK ca
Usage Rate = 0.1
e A
Schedule Seq. = 1
Schedule = Yes
c l
r a
17. Select Sequence 60, within the Routings window.
O ly
Sequence = 10
l & On
18. Enter the following information, within the Operation Resources window:
Resource = XXOILER
Usage Rate = 0.25
n a e
Schedule = Yes
t e r U s
I n
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Copyright Oracle Corporation, 2007. All rights reserved.
2. Select the Oil Change activity from the Item list of values.
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
6. (I) Save
d e
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
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8. (I) drag
e A
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
10. (I) connect
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
d e
12. (B) OK
ca
Define resources assigned to each operation
e A
l
13. In the Routings window, select the Main tab.
c
14. Select Sequence 10.
r a
15. (B) Operation Resources
O ly
l
16. Enter the following information:
& On
Sequence = 10
Resource = XXOILER
n a e
Usage Rate = 0.5
t e r U s
I n
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
18. (I) Save
d e
19. Close the Operation Resources window.
ca
20. Select the Main tab.
e A
21. Select Sequence 20.
c l
22. (B) Operation Resources
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O ly
23. Enter the following information, within the Main tab:
Sequence = 10
l & On
Resource = XXOILER
Usage Rate = 0.25
n a e
t e r U s
24. Select the Scheduling tab, and set the following option:
n
Schedule = Yes
I
l
25. (I) Save
c e
a
26. Close the Operation Resources window.
r
O27. Select the Main tab.
31. Select the Scheduling tab and set the following option:
Schedule = Yes
44. Add two resources for this operation. On the first line, enter the following information,
m y
within the Main tab:
Sequence = 10
d e
Resource = XXOILER
Usage Rate = 0.1 ca
e A
Schedule Seq. = 1
c l
45. Select the Scheduling tab, and enter the following information:
Schedule = Yes
r a
O ly
46. On the second line, enter the following information, within the Main tab:
Sequence = 20
Resource = XXLUBTRUCK
l & On
Usage Rate = 0.1
n a e
t
Schedule Seq. = 1
e r U s
47. Select the Scheduling tab, and enter the following information:
I n
Schedule = Yes
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
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Maintenance Bills of Material
c l
You can identify and select the required items used by an Activity. A bill of material (BOM) is
r a
used to list all inventoried or Direct Items needed to perform a particular Activity, and is
defined for each Activity. For example, you might have an Activity titled, Fork Lift Daily
O ly
Maintenance. The items necessary to perform this Activity include water, fork lift lubrication
to an Activity.
l & On
oil, filled propane tanks, and shop rags. As Maintenance BOMs are created, they are associated
a e
When a Work Order is created for an Activity, the Maintenance BOM corresponding to the
n
t e r s
Activity explodes to the Work Order; all components specified in the Maintenance BOM are
copied to the Work Order as material requirements.
U
I n
To set up a maintenance BOM:
1. Navigate to the Activity Workbench window.
l e
2. Choose Launch.
c
3. Within the Activity Workbench pane, select the Activity for which you wish to define the
r a Bill of Material.
O 4. Choose BOM.
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Copyright Oracle Corporation, 2007. All rights reserved.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
Students use eAM enabled organization, EM1
r
1.
O ly
Within the Bills of Material window, query the XX SERVICE FOR EQUIPMENT activity.
2.
& On
Enter the following information:
l
n a e
Item
Sequence Seq
t e r
Operation
10
20
40
I
50 n XX OIL FILTER
XX ENGINE OIL 10/40
1
424
Selected
Selected
30
c l e 60 XX AIR FILTER 1 Selected
r
3. a View the bills details.
O
Copyright Oracle Corporation, 2007. All rights reserved.
2. Select the XX SERVICE FOR EQUIPMENT activity from the Item list of values.
m y
7. Close the windows.
d e
ca
e A
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t e r U s
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
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Copyright Oracle Corporation, 2007. All rights reserved.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Chapter 3
em
a d
A c
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Copyright Oracle Corporation, 2007. All rights reserved.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Copyright Oracle Corporation, 2007. All rights reserved.
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eAM Quality
c l
A maintenance Work Order transitions through various steps in its lifecycle. One of the steps
r a
in the lifecycle is Completion. Certain quality plans might apply to the transaction, depending
on the quality plan's setup and its association to transactions and triggers. A list of quality
O ly
collection plans that applies to the completion transaction appears during the completion
l & On
process. If a quality plan is specified as mandatory, results are entered before the transaction
can finish. Otherwise, results entry is optional or can defer.
a e
While creating a collection plan, you have the option of adding collection triggers to the plan.
n
r s
Triggers are restrictions that you define for a collection plan. For example, Work Orders for
e
assets that belong to the TRUCK Asset Group require quality results entry for the collection
t U
plan. Data collection is initiated if all collection trigger conditions are satisfied.
I n
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
c l e
Enterprise Asset Management User > eAM Quality > Quality Setup
r a
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Copyright Oracle Corporation, 2007. All rights reserved.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Collection Elements
c l
Collection elements are the basic building blocks of collection plans, the data structures that
r a
you use to collect Quality results. Before you can collect quality data with Quality, you must
first create a collection plan. You begin by creating collection elements, which define the
O ly
characteristics of the product or process that you want to monitor, record, and analyze.
l & On
When you define collection elements, you are creating data fields that you can use in collection
plans to collect quality results. After you create a collection element, it is available as a
a e
selection on a list of values that you can choose from when you set up collection plans. You
n
r s
can create an unlimited number of user-defined collection elements, or you can use any of
e
Quality's predefined collection elements in your collection plans; for example, Asset, Asset
t U
Group, Activity, and Work Order. You can also create collection elements by copying them
I n
from one collection plan into another.
c l e
To define collection elements:
1. Navigate to the Collection Elements window using Quality > Setup > Collection
r a Element.
O
Copyright Oracle Corporation, 2007. All rights reserved.
r
be up to 150 characters in length.
a
O ly
10. If the Data Type is Number, then enter the Decimal Precision. If you define specification
limits for this collection element, then entering the decimal precision (refers to the
l & On
number of places after the decimal point) here controls the decimal precision of the
specification limit values that you can define.
n a e
11. Within the Data region, select a UOM. Units of measure can be entered for any collection
t e r U s
element, regardless of data type.
12. Within the Data region, enter a Default Value for the collection element. When you set a
I n
default value for the collection element (generally, the most commonly used value for the
collection element), it is automatically entered when you enter quality results. You can
l e
change this value.
c
13. Within the Data region, enter the SQL Validation Statement. This statement is used for
r a validation when you enter quality data. You can base a collection element's data
validation on any table in the Oracle database. To do this, you can define a SQL
O validation statement that Quality uses for validation when you collect quality data. This
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Creating Quality Collection Plans
c l
You create collection plans to identify the data that you want to collect, and what actions you
r a
want to take based on the quality results that you collect. You can use collection plans to model
your test or inspection plans, and you can create an unlimited number of plans to support your
O ly
enterprise-wide quality data collection and analysis needs. Collection plans are invoked
l & On
manually for direct results entry, or automatically as you complete a Work Order.
To collect quality data, you must set up a data collection structure called a collection plan.
a e
Collection plans are composed of collection elements, their values and specifications, and any
n
r s
actions that you want to initiate in response to quality results. There are some considerations
e
that you must make before you set up collection plans. You must first create collection element
t U
types, then the individual collection elements that comprise the plan.
I n
For each collection element, you specify that Quality initiates an action based on the quality
c l e
data that you collect. The condition that you specify and the resulting action comprise an
Action Rule. Action Rules are evaluated and executed during the quality data collection
r a
process. For example, eAM lets you specify that a Work Request or a Work Order is created
automatically, based on certain conditions of the asset, determined by the quality data
O collected. The Action Rule is defined within the collection plan definition.
e
Maintenance Work Order, Maintenance Operation Sequence. A
c l
Without invoking the Enter Quality Results window, background data collection is
r a
initiated when you save the Work Order completion transaction. The system then finds,
selects, and initiates the appropriate collection plans.
O ly
If collection triggers are defined for background data collection, then data collection is
l & On
initiated if all collection trigger conditions are satisfied (you define triggers for
transactional data collection in the Collection Transactions window).
a e
Several collection plans can collect data in the background during the same transaction.
n
t e r
When this is the case, the results for context elements on all of these collection plans are
s
automatically saved when the parent transaction is saved.
U
n
7. Select the Enabled check box.
I
8. Optionally select a Trigger Name. Valid trigger values are Activity, Asset Group, Asset
e
l
Number, and Maintenance Work Order. Triggers are restrictions that you define for the
a c
collection plan.
If a trigger is not defined, then every Work Order requires quality collection results; the
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Copyright Oracle Corporation, 2007. All rights reserved.
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Collection Plan Attachments
c l
You can attach illustrative or explanatory files in the form of text, images, word processing
r a
documents, spreadsheets, video, graphics, OLE objects, and so on, to collection plans and
specifications. You can also attach files to quality results, as you enter them.
O ly
You can view collection plan attachments as you enter, view, and update quality results. You
l & On
can view specification attachments as you enter quality results. You can view quality results
line attachments as you update and view quality results.
n a e
To add collection plan attachments:
t e r U s
1. Navigate to the Collection Plans or Specifications window.
You must save the collection plan or specification before you can add an attachment to it.
I n
2. Choose the Attachments icon or choose attachments from the View menu. The
Attachments window appears.
c l e
To add attachments to quality results lines:
r a
1. Navigate to the Enter Quality Results window.
2. Select a quality results line.
O
Copyright Oracle Corporation, 2007. All rights reserved.
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Triggering a Work Request
c l
For each collection element, you can specify that Quality initiates an action based on the
r a
quality data that you collect. The condition that you specify and the resulting action comprise
an Action Rule. Action Rules are evaluated and executed during the quality data collection
O ly
process. For example, eAM lets you specify that a Work Request is created automatically
l & On
based on certain conditions of the asset determined by the quality data collected. The Action
Rule is defined within the collection plan definition.
a e
A Work Request is used to request work on an asset. A Work Request is not a Work Order, but
n
t e r
To set up work request triggers:
U s
is referenced by the Work Order that is ultimately created because of the Work Request.
I n
1. Navigate to the Collection Plans window.
2. Select a valid Collection Plan.
l e
3. In the Quality Collection Elements region, select the collection element to create an
c
action rule for. Choose Actions.
r a
4. In the Action Rules region, enter the Sequence number for the action rule.
O
Copyright Oracle Corporation, 2007. All rights reserved.
O ly
an Action Rule. Action Rules are evaluated and executed during the quality data collection
process. For example, eAM enables you to specify that a Work Order is created automatically,
l & On
based on certain conditions of the asset, determined by the quality data collected. The Action
n
To set up work request triggers: a e
Rule is defined within the collection plan definition.
e r s
1. Navigate to the Collection Plans window.
t U
n
2. Select a valid Collection Plan.
I
3. In the Quality Collection Elements region, select the collection element to create an
e
l
action rule for. Choose Actions.
a c
4. In the Action Rules region, enter the Sequence number for the action rule. The sequence
number establishes the order in which action rules are evaluated as data is collected. The
e A
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Copyright Oracle Corporation, 2007. All rights reserved.
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Entering Quality Results
c l
You enter Quality results when completing a Work Order, Operation, or Supplier Operation. If
r a
you selected the Mandatory check box when creating the collection plan , then the Quality
results entry is mandatory.
O ly
To enter quality results when completing a Work Order:
responsibility.
l & On
1. Navigate to the Work Order Completion window in the Maintenance Super User
t U
Quality Results Entry window appears. If not, select Enter Quality Results from the Tools
I n
menu or select the Enter Quality Results icon. A collection plan is triggered if its
Transaction Description reads, EAM Work Order Completions (Oracle Enterprise Asset
l e
Management).
c
4. Enter the required information.
r a
5. Save your work.
e
Enterprise Asset Management User > eAM Quality > Entering Quality Results A
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Copyright Oracle Corporation, 2007. All rights reserved.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
m y
Students replace XX with a unique identifier
d e
The instructor has completed all guided demonstrations
c a
You have completed all previous practices
e A
Tasks
c l
Set up a viscosity unit of measure
r a
1. O ly
Within the Unit of Measure Classes window, add a viscosity unit of measure:
l & On
Field
n a e Value
Name
Description
t e r U s XXVISCOSIT
SAYBOLT VISCOSITY
Base Unit
I n XX VISCOSITY
l e
Unit of Measure
c
XXV
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
Field Value
Collection Element XX VISCOSITY
Element Type Variable
Data Type Number
Reporting Length 8
Decimal Precision 2
UOM XXV
Field Value
Collection Element XX IRON CONTENT
Element Type Variable
m y
Data Type
Reporting Length
Number
8
d e
Decimal Precision 2
c a
UOM
e
G (Gram)
A
c l
Create a collection plan (Work Order Completion: Generating a Work Request)
4.
r a
Within the Collection Plans window, add a collection plan:
O ly
Field
l & On Value
Collection Plan
I n
c l e
Quality Collection Element
Name
Mandatory Enabled
O ra
Asset Group
Asset Number
Yes
Yes
Yes
Yes
5. Within the Collection Transactions window, add a collection transaction for your newly
created collection plan:
Field Value
Transaction Description EAM Work Order Completions (Oracle
Enterprise Asset Management)
Mandatory Yes
Enabled Yes
Trigger Name Asset Group
Condition equals (=)
From XX EQUIPMENT
6.
7.
Within the Collection Plans window, select the XX IRON CONTENT collection element.
l & On
Action 2
Field
n a e Value
e
Actions this Rule Invokes
c l e
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
(N) Inventory > Setup > Units of Measure > Classes (I) New
Field Value
Name XXVISCOSIT
Description SAYBOLT VISCOSITY
Base Unit XX VISCOSITY
Unit of Measure XXV
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3. (I) Save
I n
4.
c l e
Close the window.
r a
O
Copyright Oracle Corporation, 2007. All rights reserved.
Field Value
Collection Element XX VISCOSITY
Element Type Variable
Data Type Number
Reporting Length 8
Decimal Precision 2
UOM XXV
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7. (I) Save (I) New
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Copyright Oracle Corporation, 2007. All rights reserved.
Field Value
Collection Element XX IRON CONTENT
Element Type Variable
Data Type Number
Reporting Length 8
Decimal Precision 2
UOM G (Gram)
9. (I) Save
m y
12. Add a collection plan using the following information:
d e
Field
c
Value a
Collection Plan
e
XX WORK COMPLETION TRIBOLOGY A
Description
c l XX WORK COMPLETION TRIBOLOGY
Plan Type
r a Maintenance Inspection
O ly
Quality Collection Element
Name
l & On Mandatory Enabled
Asset Group
n a e Yes Yes
Asset Serial Number
XX IRON CONTENT
t e r U s Yes
Yes
Yes
Yes
XX VISCOSITY
I n Yes Yes
c l e
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Copyright Oracle Corporation, 2007. All rights reserved.
14. Add a collection transaction for your newly created collection plan, using the following
m y
information:
d e
Field
c
Value a
Transaction Description
e A
EAM Work Order Completions (Oracle
Mandatory
c l Enterprise Asset Management)
Yes
Enabled
r a Yes
Trigger Name
O ly Asset Group
Condition
n a e XX EQUIPMENT
t e r U s
I n
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Copyright Oracle Corporation, 2007. All rights reserved.
m y
Create a quality action
d e
17. Within the Collection Plans window, select the XX IRON CONTENT collection element.
c a
A
18. (B) Actions
l e
19. Add collection actions using the following information:
c
Action 1
Field
r a Value
Condition
O ly between
From
l & On 0.10
To
n a e 0.15
Actions this Rule Invokes
Action Details
t e r U s Create a work request
THE IRON CONTENT IS BETWEEN 0.10
c l e
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request has been generated to redo the testing
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20. (I) Save.
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21. Close the windows.
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Overview of eAM Work Management
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The Work Order is the foundation of all maintenance organizations. Work orders define what
r a
resources and items are needed to conduct work. They can automatically generate through the
use of Preventive Maintenance Schedules, the issue of an inventoried rebuildable, breach of
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quality results, or manually generated as a routine Work Order. These Work Orders are then
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reviewed and shared with Operations to produce an estimated schedule.
Enterprise Asset Management integrates with Oracle Quality. Use Quality Collection Plans to
a e
predefine required feedback information that must be entered into Enterprise Asset
n
r s
Management, upon a Work Order's completion. For example, data to collect may include
e
inspection points for an Asset Number and Downtime variables. If a variance is recorded into
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the quality plan, a Work Request or Work Order is created. You can define quality collection
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plans directly on the Work Order, or define them as attributes of an Activity to ultimately
l e
default into future Work Orders generated for specific Asset Number and Activity
combinations.
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For each Work Order, the estimated costs aggregate from the associated BOM and resources to
develop a costing profile for the current Work Order. You can use Costing Profiles for future
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eAM Work Requests
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Operations and maintenance staff enter Work Requests to report problems and request non-
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emergency work on capital assets or rebuildable inventory. For example, an employee can
enter a Work Request to change the temperature in his office or to repair a broken chair. A
O ly
Work Request is referred to in the final Work Order, for its information. Following are some
are nonchargeable
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Work Request properties. Work Requests:
n a e
must be approved, before associating them with a work order
t e r U
can be reviewed and updated s
can be created for any asset in your facility
I n
A Work Request serves a different function than a Work Order; it is a request for maintenance
on an asset (Capital or Rebuildable Inventory). eAM enables operations and maintenance staff
l e
to report any problems with an asset. A supervisor can approve, request additional information,
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or reject a Work Request. A Work Request requires approval before it is generated into a Work
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Order. The Work Requests tab, within Maintenance Super User and or Self-Service Work
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Requests User, lets you query existing and create new Work Requests for an asset.
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Work Request Lifecycle
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A Work Request transitions through several statuses during its lifecycle.
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Open - A Work Request is created in an Open status.
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Awaiting Work Order - The Work Request status changes from Open to Awaiting Work
Order if the individual on the approval route has approved it. If the Auto-Approve Work
n a e
On Work Order - After a Work Request is associated with a Work Order, the status
t e r
changes to On Work Order.
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Rejected - The individual on the approval route rejected the Work Request.
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Additional Information - If the Work Request's status is Additional Information, the
originator needs to add the requested information.
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Complete - The Work Request status transitions to Complete when the Work Order
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Overview of eAM Work Orders
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Enterprise Asset Management Work Orders are created against assets and rebuildable
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inventory items. They are defined manually, or generated automatically based on a scheduled
Activity. If you attach an Activity to a manually created Work Order (normally the role of a
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Planner), then the Work Order inherits the Activity's attributes, such as the maintenance BOM,
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maintenance route (operations), attachments, quality plans, cost information, and scheduling
rules. When preplanned Work Orders are created for assets, the Activity information associated
a e
with the Work Order's current Asset Number automatically attaches material and resource
n
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requirement information to the Work Order.
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
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Enterprise Asset Management User > eAM Work Management > eAM Work Orders
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Work Order Status Lifecycle
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An Enterprise Asset Management Work Order may progress through several statuses
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throughout its lifecycle duration. The diagram below illustrates how Enterprise Asset
Management Work Orders may start at a Draft status then move to Released, Complete, and
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finally Closed. These statuses can vary depending on the type of Work Order created.
status.
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Multiple Work Orders, associated with the same Activity combination, cannot be at a Released
n a e
Draft: Infinite resource capacity scheduling of Work Orders at a Draft status may take
t e r U s
place. You cannot charge labor or request material for Work Orders at this status.
Released: After a Work Order is Released, you can run the Work Order. You can charge
I n
labor, request material, and scheduling for this Work Order takes place to create the
scheduled start or end date. You can release a Work Order from the Work Orders
l e
window, and the Maintenance Workbench.
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Unreleased: You can move an Enterprise Asset Management Work Order in Draft or
r a Released status to Unreleased. Scheduling can take place for these Work Orders but you
cannot charge labor or request material. An Unreleased Work Order cannot be changed to
O a Draft status.
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Release Approval Process
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A Work Order might require approvals or notifications at different stages of its lifecycle. For
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example, organizations typically want an approval process in place before a Work Order is
released. Workflow automates this process. You can initiate Workflow to generate
O ly
notifications, approvals, transactions, and update a Work Order status. You can enable
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Workflow for Work Orders within the eAM Parameters. You can set up Business Events and
Event Subscriptions (or use seeded events and subscriptions) within Oracle Workflow to
a e
indicate what events trigger Workflow. Seeded events that trigger workflow are Work Order
n
e r
creation, Work Order release approval, Work Order completion, Work Order status change,
and Operation completion.
t U s
Optionally select the Approval History sub-tab to view the Work Order's approval history.
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
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> Parameterse
Enterprise Asset Management User > eAM Work Management > eAM Work Orders
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Work Orders
There are four Work Order types:
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Routine
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Preventive Maintenance
Rebuild Work Orders O ly
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
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Enterprise Asset Management User > eAM Work Management > eAM Work Orders
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Routine Work Orders
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Routine Work Orders are normally created by a Planner from the Maintenance Workbench,
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and are also created using a menu option. Material and resource planning is used at each status
of the routine Work Order.
To manually create a Work Order: O ly
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1. Navigate to the Find Work Orders window.
l
n a e
2. Choose New. The header information displays general information about the Asset
Number and the type of work required.
e r s
3. The Work Order number is assigned, but you can update it.
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4. Enter an Asset Number requiring maintenance. The Asset Group defaults.
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5. Select an Asset Activity. Only Asset Activities associated with this Asset Number are
c l e
available.
If this Work Order was already created, then you can add an Asset Activity, as long as
r a the Work Order is in the Unreleased or Draft status, or an Asset Activity was not already
defined. If any tasks, material, or resource requirements exist, then these must be deleted
e
scheduled start date is dependent on another Work Order's completion. With this A
l
relationship, the next Work Order cannot start until the prior Work Order is completed.
c
r a
Cost: You can roll the child Work Order costs into the parent Work Order, for reporting
purposes. You can base the cost roll up, within a hierarchy, on scheduling relationships.
O ly
Scheduling relationships are not required to roll up costs within a hierarchy. You can
create a cost reporting hierarchy that is different from the scheduling hierarchy.
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Follow-up Work: You can create a Work Order for the current capital Asset Number or
n a e
Rebuildable Item, while executing work for the asset on another Work Order. For
example, a second problem with the asset is discovered while executing a Work Order. A
t e r U s
Follow-up Work Order, associated with the original Work Order, is created for the issue.
This is independent of scheduling or cost relationships.
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9. The Instance Number field tracks the instances associated with the current Work Order.
This field is disabled.
l e
10. In the Scheduled Dates region, enter the Work Order's scheduled Start date if it is based
c
on a forward schedule. The scheduling process uses this date as a starting point to
r a calculate the scheduled end date and duration for allocated resources and material. If the
O material or resources are not available by this date, the scheduling process moves the start
date forward.
e
update this check box for Work Orders at Draft, Released, Unreleased, On-Hold, or A
duration based on the operations (resource duration setup) on the Work Order. You can
l
Cancel statuses. If the Firm check box is selected, you can still manually reschedule a
c
a
resource on the Work Order, thereby updating the dates on its corresponding Operation
and Work Order.
r
O ly
17. Select the Notification Required check box.
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18. Select the Tagout Required check box to indicate that the Area needs to be secured for
l
operations required to execute this Work Order. Tags are generally printed and placed on
a e
an asset, warning the plant that it is shutdown and should not be started. This check box
r n
helps the planner isolate those jobs that require a tagout.
s
e
19. To store tagout documents using the Attachments feature:
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Select the paperclip Attachments icon to attach relevant tagout documents. You can
n
e I
attach URL, file, or text attachments.
20. The Planned check box is selected if the current Work Order was created from forecasted
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Work Orders.
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21. Select the Enable Material Issue Requests check box to enable eAM to manage material
availability for the current Work Order. Material is physically available to a Work Order
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Copyright Oracle Corporation, 2007. All rights reserved.
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example, Breakdown, Vandalism, Normal Wear, or Settings. This value defaults from the
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27. Select an Activity Source to specify reasons Activities need execution, for example,
Warranty Compliance, OSHA Compliance, or Military Specification Requirements. This
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value defaults from the Activity.
O ly
28. Select the Project tab. This tab is enabled only if Project Manufacturing is installed and
enabled.
Select a Project.
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Select a Task.
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r
29. You can select the Rebuild tab if this Work Order is created for a rebuildable item.
t e U s
30. Select the Request tab to display Service and Work Requests associated with this Work
Order. You can add Service and or Work Requests to a Work Order by selecting a
I n
Service Request and or Request Number, respectively. Only Work Requests at an
e
Awaiting Work Order status and Maintenance Type Service Requests at an Open status
l
are available for association. You can associate multiple Work Requests to a single Work
c
Order, but only one Work Order can associate with a Service Request. You can associate
r a a Service Request to multiple Work Orders. You can dissociate a Work Request from a
O Work Order.
ca
38. Choose Costs to view the costs of Work Orders falling in the specific accounting periods,
specified in the Accounting Information by Period region. Accounting Periods are
defined within Oracle General Ledger.
e A
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Select a Work Order, then choose Value Summary to view a summary of the actual,
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- Actual Costs: This is the accumulation of all costs for material and resource
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transactions for the Asset Number's associated maintenance Work Orders, based on
l
a specified period.
a e
- Estimates: A BOM (material parts list) and routing (resources) can associate with a
r n
Work Order. When you select the Estimates tab, the estimated costs of all material
s
e
and resources associated with a Work Order appear, enabling you to budget costs.
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- Variances: The difference between the actual costs recorded and estimated costs.
n
I
- Material: All material and material overhead transaction costs.
e
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- Labor: All employee resource and resource overhead transaction costs.
- Equipment: All material resource and resource overhead transaction costs.
r a
Choose Details to view actual, estimated, and variance costs for labor hours, equipment
hours, and material for specific operations of the current Work Order.
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Copyright Oracle Corporation, 2007. All rights reserved.
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estimated, and variance costs for labor hours, equipment hours, and material against the
current Work Order.
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- Actual Costs: This is the accumulation of all costs for material and resource
transactions for the Asset Number's associated maintenance Work Orders, based on
a specified period.
O ly
- Estimates: A BOM (material parts list) and routing (resources) can associate with a
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Work Order. When you select the Estimates tab, the estimated costs of all material
n a e
and resources associated with a Work Order appear, enabling you to budget costs.
- Variances: The difference between the actual costs recorded and estimated costs.
e r s
- Material: All material and material overhead transaction costs.
t U
n
- Labor: All employee resource and resource overhead transaction costs.
I
- Equipment: All material resource and resource overhead transaction costs.
e
c l
Choose Details to view actual, estimated, and variance costs for labor hours, equipment
hours, and material for specific operations of the current Work Order.
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10. Optionally select a Work Order, then choose Value Summary to view a summary of the
actual, estimated, and variance costs for labor hours, equipment hours, and material
O against the current Work Order.
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Copyright Oracle Corporation, 2007. All rights reserved.
In this practice, you will define a meter and then associate it with an Asset Number.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
c
Tasks
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Define a meter
O ly
1.
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Enter the following information, within the Meter window:
l
Name = XX 994 FEL METER
a e
Description = XX 994 FEL METER
n
Type = Absolute
UOM = HR
t e r U s
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Value Change = Ascending
Used In Scheduling = Yes
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Rate(per day) = 20
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Number of Past Readings = 100
r a Initial Reading = 0
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Copyright Oracle Corporation, 2007. All rights reserved.
t e r U s
5.
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Close the window.
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Associate an asset with the meter
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6.
r a Navigate to the Meter Association window.
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9. (I) Save
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10. Close the window.
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Copyright Oracle Corporation, 2007. All rights reserved.
In this practice, you will manually enter two routine work orders, using the menu option. You
will view the details of Work Order Operations, Resources, Materials, and Costs. The planner
may also enter a routine work order from the Maintenance Workbench; the Maintenance
Workbench will be covered later in this chapter.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
Students replace XX with a unique identifier
l & On
Asset Group = XX EQUIPMENT (default)
Asset Activity = XX SERVICE FOR EQUIPMENT
n a e
Class = XX eAM ACC (default)
Status = Draft
t e r U s
Work Order Type = Routine
n
Scheduled Dates: Start = Current Date and Time
I
2.
l e
Within the Main tab, enter the following information:
c
Enable Material Issue Requests = Selected
r
3. a Select the Activity tab, and view the following defaulted information:
6. Within the Resource Instances window, for Operation 10, enter your name in the Instance
Name field. Repeat this for all OILER operations.
13. Within the Work Orders window, view the Work Orders relationships.
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14. Within the Work Order Value Summary window, view the Work Orders cost information.
d e
15. View the Cost Details by Operation information.
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e
16. View the Estimated Cost Details for Operation Sequence Number 50. A
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17. Change the Status of the Work Order to Released.
r
Enter a routine work order for XX-1002 a
O ly
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Work Order = XX WO 1002 & On
18. Within the Work Orders window, enter the following information:
n a e
Description = XX SERVICE FOR EQUIPMENT
Asset Number = XX-1002
e r s
Asset Group = XX EQUIPMENT (default)
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Asset Activity = XX SERVICE FOR EQUIPMENT
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Class = XX eAM ACC (default)
Status = Draft
l e
Work Order Type = Routine
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Scheduled Dates: Start = Current Date and Time
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O19. Within the Main tab, enter the following information:
Firm = Selected
Copyright Oracle Corporation, 2007. All rights reserved.
20. Select the Activity tab, and view the following defaulted information:
Activity Type = Maintenance
Activity Cause = Preventive
Activity Source = Routine
21. Within the Resource Instances window, create yourself as the OILER resource instance, for
operation 10.
23. Within the Resource Instances window, create XX LUB TRUCK as the LUBTRUCK
resource instance, for operation 50.
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4.
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Select the Activity tab, and view the following defaulted information:
Activity Type = Maintenance
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Activity Cause = Preventive
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Activity Source = Routine
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5. (I) Save
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6.
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Note the Completion Date: _________________________
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Copyright Oracle Corporation, 2007. All rights reserved.
(B) Materials
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Select the Quantities tab and review the information.
O ly
Select the Supply tab and review the information.
& On
Close the Material Requirements window.
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Copyright Oracle Corporation, 2007. All rights reserved.
(B) Resources
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11. (B) Instances
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13. (I) Save
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14. Repeat steps 12 and 13 for all OILER operations.
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15. Close the Resource Instances window.
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16. Select Operation 50 (LUBTRUCK resource).
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17. (B) Instances
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26. Close the page so that you are back within the Work Order window.
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O29. (B) Details
31. Use your down arrow key to select Operation Sequence Number 50.
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Work Order window.
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33. Close the Estimated Cost Details and Maintenance Work Orders windows, to return to the
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35. (I) Save
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36. Close the windows.
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Enter a routine work order for XX-1002
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37. Navigate to the Work Orders window.
n a e
(N) Work Orders > Work Orders > (B) New
t e r U s
38. Enter the following information:
I n
Work Order = XX WO 1002
Description = XX SERVICE FOR EQUIPMENT
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Asset Number = XX-1002
Asset Group = XX EQUIPMENT (default)
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40. Select the Activity tab, and view the following defaulted information:
Activity Type = Maintenance
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Activity Cause = Preventive
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Activity Source = Routine
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Copyright Oracle Corporation, 2007. All rights reserved.
(B) Resources
(B) Instances
(I) Save
44. Within the Resources window, select Operation 50, sequence 20 (LUBTRUCK resource).
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47. (I) Save
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48. Close the Resource Instances and Resources windows.
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49. Change the Status to Released.
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Preventive Maintenance Work Orders
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Enterprise Asset Management lets you generate Work Orders automatically based on meter
r a
readings, runtime intervals, and calendar days. Preventive maintenance Activities reduce the
probability of failure or degradation of the assets' physical conditions. These Activities are
O ly
executed periodically, by usage, or based on the condition of an Asset Number (asset or
l & On
rebuildable serial number). Meters are entered to measure any Asset Number that needs to be
measured and periodically serviced, based on the measurement. For example, a pipe may start
a e
out at 12 millimeters, but when it wears to only four millimeters, it needs to be replaced.
n
r s
Scheduling definitions are defined to create forecasted, scheduled Work Orders, based on
e
meter readings. You can create a Preventive Maintenance scheduling definition for an Asset
t U
Number and or Rebuildable Item and Activity combination, or an Asset Route. After you have
I n
defined Preventive Maintenance scheduling definitions, the Preventive Maintenance scheduler
e
process runs. You can view these forecasted Work Orders using the Maintenance Workbench.
l
You can run the Generate Preventive Maintenance Work Orders process. When this process
c
executes, the WIP Mass Load process executes in the background, creating forecasted Work
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Orders in an Unreleased status. You can choose the Implement button to change the status of
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Rebuild Work Orders
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Rebuild Work Orders are created as child Work Orders. For example, a Work Order was issued
r a
for the inspection of a pump. During the pump inspection, you found that the motor, one of the
components of the pump, is problematic. You have two options: You can repair and then re-
O ly
install this motor (Rebuildable Item), or you can replace the rebuildable item by issuing a new
l & On
motor Rebuildable Item from inventory. If perform a material issue from inventory, then the
old motor rebuildable item attaches to the Work Order, automatically creating the child, rebuild
a e
Work Order number associated to the parent Work Order. In this case, the Asset Number
n
e r
genealogy automatically updates to identify this new item number.
s
If you choose to repair and then re-install the problematic motor rebuildable item, then you can
t U
manually create the child rebuild Work Order for the old motor (rebuildable item).
I n
The instructions below provide you with the option to create a rebuild Work Order without
c l e
issuing new material. The Rebuildable Item is replaced back into the asset (motor placed back
into the pump, for example), and does not go to a subinventory when the Work Order is
r a
completed. In this case, the Asset Number genealogy is not updated.
To create rebuild Work Orders:
r a
scheduled start date is dependent on another Work Order's completion. With this
O ly
relationship, the next Work Order cannot be created until the prior Work Order, for the
current asset, is completed.
l & On
Cost: You can roll the child Work Order costs into the parent Work Order, for reporting
purposes. You can base the cost roll up, within a hierarchy, on scheduling relationships.
n a e
Scheduling relationships are not required to roll up costs within a hierarchy. You can
t e r U s
create a cost reporting hierarchy that is different from the scheduling hierarchy.
Follow-up Work: You can create a Work Order for the current capital Asset Number or
I n
Rebuildable Item, while executing work for the asset on another Work Order. For
example, a second problem with the asset is discovered while executing a Work Order. A
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Follow-up Work Order, associated with the original Work Order, is created for the issue.
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This is independent of scheduling or cost relationships.
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12. In the Scheduled Dates region, enter the scheduled Start date of the Work Order if it is
based on a forward schedule. The scheduling process uses this date as a starting point to
O calculate the scheduled end date and duration for allocated resources and material. If the
c l
automatically calculates the duration based on the operations (resource duration setup) on
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the Work Order. You can update this check box for Work Orders at Draft, Released,
Unreleased, On-Hold, or Cancel statuses.
O ly
19. Select the Notification Required check box.
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20. Select the Tagout Required check box to indicate that the Area needs to be secured for
operations required to execute this Work Order. Tags are generally printed and placed on
a e
an asset, warning the plant that it is shutdown and should not be started. This check box
n
r
helps the planner isolate those jobs that require a tagout.
t e U s
To store tagout documents using the Attachments feature: Select the paperclip
Attachments icon to attach relevant tagout documents. You can attach URL, file, or text
I
attachments.
n
c l e
21. The Planned check box is selected if the current Work Order was created from forecasted
Work Orders.
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22. Select the Enable Material Issue Requests check box to let eAM manage material
availability for the current Work Order. Material is physically available to a Work Order
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value defaults from the Activity.
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26. Select the Project tab. This tab is enabled if Project Manufacturing is installed and
enabled.
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Select a Project.
Select a Task. O ly
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27. Select the Rebuild tab, if the Work Order is created for a rebuildable item. This Work
n a e
Order is the parent to the current child Work Order. The Charge Asset field is populated
with the parent Work Order's associated asset.
e r s
28. Select the Request tab to display Service and Work Requests associated with this Work
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Order. You can add Service and or Work Requests to a Work Order by selecting a
I n
Service Request and or Request Number, respectively. Work Requests at an Awaiting
Work Order status and Maintenance Type Service Requests are available for association.
l e
You can associate multiple Work Requests to a single Work Order, but one Work Order
c
can associate with a Service Request. You can associate a Service Request to multiple
r a Work Orders. You can dissociate a Work Request from a Work Order.
O 29. Select the Approval History tab to view the Work Order's approval history. A Work
Order might require approvals or notifications at different stages of its lifecycle. For
ca
estimated, and variance costs for labor hours, equipment hours, and material against the
current Work Order.
e
- Actual Costs: This is the accumulation of all costs for material and resource A
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transactions for the Asset Number's associated maintenance Work Orders, based on
a specified period.
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- Estimates: A BOM (material parts list) and routing (resources) can associate with a
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Work Order. When you select the Estimates tab, the estimated costs of all material
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and resources associated with a Work Order appear, enabling you to budget costs.
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- Variances: The difference between the actual costs recorded and estimated costs.
a e
- Material: All material and material overhead transaction costs.
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- Labor: All employee resource and resource overhead transaction costs.
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- Equipment: All material resource and resource overhead transaction costs. 36..
n
I
Choose Details to view actual, estimated, and variance costs for labor hours, equipment
hours, and material for specific operations of the current Work Order.
e
l
Save your work
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Notes : A requirement for rebuild Work Orders that are created automatically via a
material transaction is that the completion subinventory must be an expense
O subinventory.
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Defining Work Order Documents
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You can attach existing documents to a Work Order, and create text to associate with a Work
r a
Order. You can attach text and files, such as spreadsheets, graphics, and OLE objects.
To define Work Order documents:
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1. Navigate to the EAM Work Order Documents window.
2. Select a Data Type.
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3. If the Data Type is File, attach the appropriate file. If the Data Type is Web Page, enter
the relevant URL. If the Data Type is Short Text, insert the text in the Text field.
e r s
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
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Enterprise Asset Management User > eAM Work Management > eAM Work Orders
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> Defining Work Order Documents
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eAM Operations and Tasks
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Operations on a Work Order are the instructions or tasks to perform a repair. These operations
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are assigned resources, for example, trades people, outside service providers, and equipment.
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
Enterprise Asset Management User > eAM Work Management >
eAM Operations and Tasks
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Preparing Work Order Operations
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Operations (also known as tasks) are the instructions to perform maintenance activities. Each
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operation is assigned to a department, associated with assigned resources (trades people,
outside service providers, and equipment). When you create a Work Order for an Asset
O ly
Number, you can attach the Asset Number's associated Activity to that Work Order, bringing
l & On
its related maintenance route and BOM. The maintenance route is comprised of operations
necessary to complete the Activity. You can view and update these operations from the Work
Order.
n a e
To prepare operations:
t e r U s
1. Navigate to the Select Work Order window.
I n
2. Choose a Work Order.
3. Choose Continue. Operations can be scheduled to run in parallel, sequence, or through
l e
dependent steps.
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4. Choose the Operation icon, then click the header to display the New Operation window.
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Enter or update an Operation sequence, or let it generate for you, according to your
O profile setup. Operations are assigned in increments of ten, enabling you to later insert
additional steps.
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- Scroll over to the far right field. The Duration identifies the duration of the A
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operation and is measured in hours. You can manually enter this, or let it calculate
r a
as the difference between the estimated Start Date and estimated End Date.
5. After all necessary operations are entered, you can create dependencies as necessary.
O ly
Choose the Connect icon to connect dependent operations. After chosen, you can draw a
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line between dependent operations.
l
You might need to move operations around. Choose the Drag icon to move an operation.
a e
6. Choose Dependencies to set dependencies between operations. For example, Operation
r n s
30 is dependent on Operation 10 completing.
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7. Choose Materials to view or update the associated items list for the current operation.
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8. Choose Resources to view or update the resources assigned to the current operation.
I
If you select the Scheduling tab, for each resource operation, you can choose if it is
e
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included in scheduling. You can schedule at the resource level within an operation.
- Select Yes or No from the Scheduled list of values.
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You can view Work Order operations in a view-only mode.
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Material Requirements
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When entering a Work Order for an Asset Number, the Asset Number's associated Activity
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attaches the required material and resources to complete its operations. However, you can
update, add, view, and delete material requirements for a specific Work Order.
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
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Defining Inventory Material Requirements
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When entering a Work Order for an Asset Number, the Asset Number's associated Activity
r a
attaches the required material and resources to complete its operations. However, you can
update, add, view, and delete material requirements for a specific Work Order.
O ly
To define Work Order material requirements:
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1. Navigate to the Select Work Order window.
l
2. Choose a Work Order.
3. Choose Continue.
n a e
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4. Within the Inventory Items region, you can view or update the current Work Order's
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associated Asset Number's item list by placing your cursor in the Material field or by
I n
choosing Select Materials. When you choose Select Materials, the current Asset
Number's associated Asset Bill of Material items are available to add to the required
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material for the current Work Order.
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5. Select the Main tab to change operation sequence and the Date Required.
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Copyright Oracle Corporation, 2007. All rights reserved.
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internal catalog as stocked items. These items are considered as "one off", bought directly from
a vendor for a specific Work Order and Operation. These items are delivered directly to the
O ly
Shop Floor for maintenance Work Order execution.
To set up Non-Stock Direct Items, access the Master Item window within Oracle Inventory,
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and set up the item with the Stockable check box cleared. Description Based Direct Items are
n a e
not set up within Oracle Inventory.
You can add Non-Stock Based Direct Items to Asset, Maintenance, and Rebuildable Bills of
t e r U s
Material, but you can add Non-Stock and Description Based Direct Items directly to the
material requirements for an existing Work Order.
I n
If direct items exist on an Activity Bill of Material, they default as material requirements when
creating a Work Order for that activity. However, you can add additional direct item material
l e
requirements to an existing Work Order.
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To add direct item material requirements:
1. Navigate to the Select Work Order window.
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In the Quantities tab, you can view the quantities Required.
In the Supply tab, you can view supply Type information.
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In the Comment tab, you can view comment information.
O ly
In the ATP tab, you can view defined available to promise information.
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
Enterprise Asset Management User > eAM Work Management >
eAM Operations and Tasks
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Resource Requirements
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You can view, update, add, or delete resource requirements for a Work Order. Resources are
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used to perform a task for a maintenance operation. A resource is an employee, piece of
equipment, or contractor service, used to perform an operation. A resource and usage rate for
O ly
all scheduled Activities is required in a routing.
l & On
Contractor services are defined as work services provided by an organization or person who is
not an employee of your company. Contractors are paid for their work, based on an agreed
a e
upon contract or agreement. For example, within maintenance work environments, it is often
n
r s
important to include landscaping services within a Work Order. It is also important to relate the
e
purchasing transactions, such as the requisition and purchase order, to the Work Order. In order
t U
for this to execute, the appropriate steps are completed in Purchasing and Enterprise Asset
Management.
I n
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When defining departments, available resources are assigned in each department and the shifts
that each resource is available. For each operation defined, you specify a department and list of
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resources and usages. An operation can use any resource that is available in the department, but
not all resources are assigned to the department. An operation can use resources that are owned
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Defining Resource Requirements
To define resource requirements:
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1. Navigate to the Select Work Order window.
2. Choose a Work Order.
O ly
3. Choose Continue. The resources that appear on the following Resources window are
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assigned to the department, and assigned to the current operation of the routing.
a e
4. Select an Operation. Only valid operations, associated with the routing, are available.
n
e r
If you access the Resources window via the Operations window, you cannot change
s
operation information. If you access the Resources window via the Work Order window,
t U
you can change operation information.
I n
5. Enter a Resource Sequence. You can have multiple resources for an operation.
l e
6. Select a Resource.
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7. In the Main tab, the UOM defaults based on the Resource definition. You can update this
r a if the BOM: Update Resource UOM profile option is set to Yes. The UOM requires a
time-based measure, for this Work Order to schedule. It must be the same as the site level
e
you can define all machines belonging to the resource, GRINDERS. An individual A
c
its own unique capacity definition.l
grinder machine can then be a specific resource requirement and scheduled, and can have
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This information defaults from your current resource definition. You can add people and
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equipment that are associated with the current resource.
14. Save your work.
Viewing Resource Requirements
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a e
You can view resource requirements for a Work Order. Resources define the time an assembly
n
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spends at an operation and the cost you incur for the operation. A resource is an employee,
s
piece of equipment, or contractor service, used to perform an operation. A resource and usage
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rate for all scheduled Activities are required in a routing.
I n
To view resource requirements:
l e
1. Navigate to the View Resource Requirements window.
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2. From the Select Work Order window, select a Work Order.
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3. Choose Continue.
O 4. View the list of operations and their resources associated to the current Work Order.
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Work Order Relationships
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Work Order Relationships let you manage a network of related Work Orders, enabling you to
r a
manage complex projects, such as planned or facility shutdowns. The different relationships
provide separate scheduling rules that are used to manage large projects. A Gantt chart lets you
O ly
manage work by displaying Work Order schedules and a summary of Work Order details. The
l & On
Gantt Chart's drag and drop functionality help you manage schedules with ease. Work Orders
for different assets can associate to each other in a hierarchy. Valid relationships are:
Parent Child
n a e
Cost
t e r
End to Start Dependency
U s
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Follow-up Work
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Parent-Child Relationship
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The Parent-Child Relationship enables a network of Work Orders, which includes one top-
r a
level Work Order that defines the time line of all its children Work Orders. The start and end
dates of the child Work Orders are within the start and end dates of the parent Work Order. The
O parent Work Order dates are scheduled, while its child Work Orders automatically schedule, as
well. A child Work Order can parent another Work Order. One parent can have multiple
r a
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Copyright Oracle Corporation, 2007. All rights reserved.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
The instructor has completed all guided demonstrations
l & On
2. (B) OK
n a e
3.
intervals.
t e r U s
Right click in the Time Fence bar, and select 15 Minutes, to display 15-minute time
4.
I n
Open the XX WO 1000 Work Order and Operation nodes. Adjust Unit Width to fit your
screen.
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5.
O6. Open the XX MAINT node, and the nodes within it.
10. Open the properties for XX WO 1000s XXLUBTRUC (within Node 50).
13. Select Work Order XX WO 1002 and move the start date/time to the end of Work Order XX
WO 1000.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Copyright Oracle Corporation, 2007. All rights reserved.
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6. Show resource load.
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(I) Show/HideResource Load (B) Select Resource(s
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7.
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Open the XX MAINT node, and the nodes within it.
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Copyright Oracle Corporation, 2007. All rights reserved.
(B) >
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OK
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9.
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Open the properties for XX WO 1000s XXOILER (within Node 10).
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Right click on XXOILER > Properties.
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Copyright Oracle Corporation, 2007. All rights reserved.
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13. Select the Instances tab. r a
O ly
14. (B) OK
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15. Change the time horizon to 15 minutes.
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intervals.
t e r U s
Right click in the Time Fence bar, and select 15 Minutes, to display 15-minute time
I n
16. Select Work Order XX WO 1002 and move the start date/time to the end of Work Order XX
l
WO 1000.
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17. (I) Save (I) Refresh (I) Show/Hide Resource Load (I) Refresh Resource Load
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Work Order Transactions
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There are two types of Enterprise Asset Management Work Order transactions: material and
r a
resource. A material transaction is utilized when you issue material from inventory to a Work
Order. A resource transaction is utilized when you charge resources (for example labor, or
equipment) to a Work Order.
O ly
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
Enterprise Asset Management User > eAM Work Management >
eAM Work Order Transactions
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Transacting Material
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You might need to issue a rebuildable item or capital asset from Inventory to a maintenance
r a
Work Order. For example, a Work Order was issued for the inspection of a pump. During the
pump inspection, you found that the motor, one of the components of the pump, is problematic.
O ly
You can replace the rebuildable item by issuing a new motor rebuildable item from inventory.
l & On
If you choose to perform a material issue from inventory, the old motor rebuildable item
attaches to the Work Order, automatically creating the child, rebuild Work Order number
a e
associated to the parent Work Order. In this case, the Asset Number genealogy automatically
n
e r
updates to identify this new item number.
s
You can execute a material issue transaction from the Stores tab page, within Maintenance
Super User.
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
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Enterprise Asset Management User > eAM Work Management >
eAM Work Order Transactions > Transacting Material
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Material Transaction Accounting
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A material issue results in the following:
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Material is issued from a subinventory and the onhand quantity is reduced.
O ly
A distribution is created for the value of the transaction. The value computed is
determined by the costing method of the organization. The journal entries are as follows:
Dr.
l & On
eAM Material (WIP accounting class) Quantity X
a e
Value
Cr.
r n
Inventory (sub-inventory valuation account)
s
Quantity X Value
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Material can also be returned to Inventory. If material is returned, the journal entries are as
follows:
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Dr. I Inventory
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Copyright Oracle Corporation, 2007. All rights reserved.
You can use Move Order functionality to automate Material Issues. The Move Order is then
allocated and transacted.
In this practice, you will perform a move order material transaction, as well as issue a
Rebuildable Item to a Work Order.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
m y
might have a different User Name and Password for you to use
d e
Students use eAM enabled organization, EM1
ca
Students replace XX with a unique identifier
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The instructor has completed all guided demonstrations
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You have completed all previous practices
Tasks O ly
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View your work orders material requirements
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1.
2.
t e r U s
Within the Find Work Orders window, open the XX WO 1000 Work Order.
I n
Note: The transaction Type is Manufacturing Component Pick; a move transaction is not allowed
l e
on a maintenance work order, at this point.
c
r a
Issue the required material to the work order
7. Within the One Step Material sub-tab, query for Work Order, XX WO 1000.
9. Enter the following information, within the Enter Rebuild Details page:
Rebuild Item = XX 3428 ENGINE
Rebuild Serial Number = XX-ENGINE-1000
Rebuild Activity = XX ENGINE REBUILD
Rebuild Work Order Name = XX REBUILD 1
m y
11. Select the Assets tab and query for Asset Number, XX-1000.
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12. View this Asset Numbers configuration history.
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Copyright Oracle Corporation, 2007. All rights reserved.
(B) Find
3. (B) Materials
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5.
a Close the windows.
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Copyright Oracle Corporation, 2007. All rights reserved.
7. Choose an Organization.
(B) Go
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10. (B) Go
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11. Select the three lines.
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Copyright Oracle Corporation, 2007. All rights reserved.
16. (B) Go
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17. Enter the following information:
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Material = XX 3428 ENGINE
Operation = 10
ca
Issued Qty = 1
Subinventory = XX eAM SUB
e A
From Serial = XX-ENGINE-1001
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22. (B) Go
23. Select Configuration History from the Select Asset Number: list of values.
24. (B) Go
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Transacting Resources
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Resource transactions define the time an assembly spends at an operation and the cost you
r a
incur for an operation. There are two types of resources: person and machine. You can transact
both person and machine resources. A resource is an employee, piece of equipment, or
O ly
contractor service, used to perform an operation. You can charge resources to a specific Work
Order.
l & On
To create a resource transaction:
n a e
1. Navigate to the Resource Transactions window.
3. Choose Continue.
t e r
2. Select a valid Work Order.
U s
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4. Enter the Operation Sequence of the current Work Order's routing to charge.
c l e
5. Enter the Resource Sequence to charge.
6. Select a UOM to measure the quantity charged. This defaults from the current resource's
r a department setup.
7. Enter the Quantity to charge.
O 8. Select an Activity describing the type of work performed for the current operation.
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Resource Transaction Accounting
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The cost of the resource transaction is recorded as follows:
Dr.
r a
eAM Resource (WIP accounting class) quantity of
hours X value
Cr.
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Resource Absorption (from resource window)
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quantity of hours X value
The value is determined by the following:
n a e
1. Standard Rate versus Actual Rate This is determined by the resource in the Work
Order.
t e r U s
2. If a resource is charged at the actual rate, the value is determined from the labor rate table
I n
for the organization. This is only applicable for person resources.
3. If the standard rate checkbox is enabled, then the costing method of the organization
l e
determines the value.
c
Outside Service resources are charged to the Work Order upon receipt from Purchasing.
O Purchasing:
Dr. Receiving Accrual (quantity x purchase order price)
eAM:
Dr. eAM OSP (WIP accounting class) quantity x purchase
price or standard rate
Cr. Receiving Accrual (quantity x purchase order
price)
Dr. or Cr. Purchase Price Variance (difference between
purchase order price and standard rate, if standard rate
was enabled)
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Copyright Oracle Corporation, 2007. All rights reserved.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
O ly (Defaults)
& On
XX WO 1000 10 ASOILER .5
XX WO 1000 20
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ASOILER .25
XX WO 1000 30
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ASOILER .05
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3. (B) Apply
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4.
r a Close the window.
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Operation Completion
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Operations are the instructions or tasks to perform a repair. Every operation is assigned to a
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department, associated with assigned resources (trades people, contractor services, and
equipment). When you enter a Work Order for an Asset Number, the Asset Number's
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associated Activity attaches to the Work Order, delivering its related maintenance route and
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BOM. The maintenance route is comprised of operations necessary to complete the Activity.
You can Complete and Uncomplete operations. After an operation is complete, you can
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perform an Operation Uncompletion. If an operation is dependent upon another operation, you
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cannot uncomplete that operation's dependency if the current operation is complete. For
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example, operation 20 is dependent on operation 10 completing. You cannot uncomplete
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operation 10 after operation 20 has been completed.
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You can complete or uncomplete an operation via Maintenance Super User.
c l e
To complete an operation:
1. Navigate to Operations window.
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2. Select a Work Order.
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3. Right click to select an Operation Sequence and choose Complete Operation. This is the
operation you wish to complete.
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eAM Work Order Transactions > Operation Completion
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Copyright Oracle Corporation, 2007. All rights reserved.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
m y
Students use eAM enabled organization, EM1
d e
Students replace XX with a unique identifier
ca
The instructor has completed all guided demonstrations
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You have completed all previous practices
Tasks
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Complete operations O ly
1.
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Within the Maintenance Super User Home page, select Organization, EM1.
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2.
3.
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Select the Work Order.
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Within the Work Orders tab, query for Work Order, XX WO 1000.
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View the work orders actual costs
4.
c l e
Within the Find Work Orders window, query for Work Order, XX WO 1000.
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5. a Within the Maintenance Work Order Value Summary window, compare the Actual,
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3. (B) Go
(B) Go
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6.
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Select the Work Order by clicking on it.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Responsibility = Enterprise Asset Management, Vision Operations
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7. Navigate to the Find Work Orders window.
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(N) Work Orders > Work Orders
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8. Query for Work Order, XX WO 1000.
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Enter XX WO 1000 in the Work Order field.
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(B) Find
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9. (B) Costs (B) Value Summary
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(B) Details r a
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12. Select Operation 50.
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Select the Account tab and view.
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Work Order Completion
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Enterprise Asset Management Work Orders are created against assets. They are defined
r a
manually, or generated automatically based on a scheduled Activity. If you attach a manually
created Work Order to an Activity (normally the role of a Planner), the Work Order inherits the
O ly
Activity's attributes, such as the Asset BOM, Asset Route (operations), attachments, quality
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plans, cost information, and scheduling rules.
The operations within a Work Order do not need to be complete to complete a Work Order.
a e
However, the date you complete a Work Order must be greater than (later) or equal to the end
n
r s
date of the operation that has the latest end date. Likewise, the date you start a Work Order
e
must be earlier than or equal to the start date of the operation with the earliest start date. You
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can uncomplete a Work Order after it is completed to transition it to a Released status.
I n
Planners or Crew Supervisors can complete or uncomplete Work Orders, using the
c l e
Maintenance workbench, from the Work Plan tab in Maintenance User, or by accessing the
Work Order Completion menu option.
r a
To complete a Work Order:
1. Navigate to the Work Order window from the Maintenance Super User responsibility.
O 2. Select a Work Order
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Required fields are dependent on the Collection Plan's collection element specifications.
e
9. Save your work.
To uncomplete a Work Order:
c l
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1. Navigate to the Work Order Completion window.
O ly
2. Select a completed Work Order.
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3. Select the Complete Work Order icon to uncomplete this work order.
4. Enter a Reconciliation Code. This is a simple description of why you are uncompleting
this Work Order.
n a e
t e r s
5. Enter an actual Duration, the Actual Start Date, and Actual End Date in the Duration
region. Actual Duration identifies the total elapsed time of the Work Order. It is
U
n
automatically calculated as the difference between the Estimated Start Date and
e I
Estimated End Date. Changing the times and duration affects resource usage for
employees and equipment.
c l
6. Save your work.
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
Enterprise Asset Management User > eAM Work Management >
c l
times and duration affects resource usage for employees and equipment.
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6. If the rebuild Work Order is generated from a material issue or is a standalone rebuild
Work Order for a Rebuildable Item's serial number that resides out of inventory, then
O ly
enter the Completion Location region information.
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Enter the completion Subinventory. For Rebuild Work Orders that are created from a
material transaction, this must be an expense subinventory.
a e
If the rebuildable item is locator controlled, enter a Locator.
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7. Save your work.
t e r U s
If the rebuildable item is lot controlled, enter a Lot Number.
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To uncomplete a rebuild Work Order:
1. Navigate to the Rebuild Completion window.
l e
2. Select a completed rebuild Work Order.
c
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3. The Transaction Date defaults as the system date, but you can optionally update it.
4. Optionally enter a Reconciliation Code. This is a simple description of why you are
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Work Order Completion Enter Meter Readings
Choose Meter Readings to enter readings for meters associated with this Asset Number.
r a
Readings for meters defined as mandatory must be entered. You can optionally enter non-
mandatory readings.
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At Work Order completion, meter readings are mandatory for Work Orders generated by
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the Preventive Maintenance scheduling engine. After a Work Order is completed, meter
readings are required for all runtime interval meters associated with the Asset Number in
a e
the Preventive Maintenance scheduling definition. If there is a meter associated with this
n
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Asset Number, you are prompted to enter a Current Reading or a Reading Change. If you
e
enter a Current Reading, the Reading Change defaults. If you enter a Reading Change,
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then the Current Reading defaults.
I n
- Select the Reset check box to indicate if you would like to Reset the Current
c l eReading to zero.
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
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Enterprise Asset Management User > eAM Work Management >
eAM Work Order Transactions > Work Order Completion
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Work Order Completion Enter Quality Information
Oracle Quality collection plans associated with the current Work Order's Asset Number and
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requiring completion appear. When the collection plan was created, it was specified if the
collection plan required completion. Also, during the Enterprise Asset Management collection
O ly
plan creation process, triggers might have been specified to make only certain assets eligible
for the collection plan.
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Required fields are dependent on the Collection Plan's collection element specifications.
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
t e r U s
Enterprise Asset Management User > eAM Work Management >
eAM Work Order Transactions > Work Order Completion
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Copyright Oracle Corporation, 2007. All rights reserved.
In this practice, you will complete and then uncomplete your Work Order.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
m y
Students use eAM enabled organization, EM1
d e
Students replace XX with a unique identifier ca
e A
l
The instructor has completed all guided demonstrations
c
a
You have completed all previous practices
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Tasks
O ly
Complete your work order
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1.
a e
Within the Work Order Completion window, enter XX WO 1000 in the Work Order field.
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2. (I) Save
t e r U s
3.
I n
Enter the following mandatory quality results information:
XX IRON CONTENT = 0.14
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XX VISCOSITY = 750
c
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4.
a Enter the following information, within the Meter Reading window:
Value = 56
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Copyright Oracle Corporation, 2007. All rights reserved.
6. (B) OK
9. Within the Work Order Completion window, enter XX WO 1000 in the Work Order field.
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3. Click Complete Work Order icon.
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Copyright Oracle Corporation, 2007. All rights reserved.
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6. (B) OK
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10. Take the cursor to the Complete Work Order pencil icon and you see the menu choices
c
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changes to Uncomplete.
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Closing Work Orders
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You can close a maintenance Work Order at any status within its lifecycle. You can close one
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or many Work Orders at once. You cannot charge any accounts after a maintenance Work
Order is closed. If a Work Order was at a Released status at the time of closing it, you can
O ly
unclose the Work Order to transition it to a Released status. If a Work Order was at a Complete
l & On
status at the time of closing it, you can unclose the Work Order to transition it to a Complete
status. For all other statuses during the closing of a Work Order, unclosing the Work Order
a e
transitions it to an Unreleased status.
n
To close a Work Order:
t e r U s
1. Navigate to the Find Work Order window.
I n
2. Select a Work Order. You can optionally enter other data selection information.
3. Choose Find. The Close Work Order window appears.
l e
4. From the Tools menu, select Close Work Orders. The Close EAM Work Orders window
c
appears.
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5. Select a Report Type. Your selection determines the type of information presented on the
O report that is produced by the concurrent process (Close Discrete Jobs) closing the Work
O ly
4. From the Tools menu, select Unclose Rebuild Jobs.
5. Save your work.
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Enterprise Asset Management User > eAM Work Management >
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eAM Work Order Transactions > Closing Work Orders
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Using the Maintenance Workbench
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A planner performs several functions including purchasing required material for Work Orders,
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approving Work Requests, creating Work Orders, releasing Work Orders, and completing
Work Orders.
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Using the Maintenance Workbench, a Planner can mass release and mass complete Work
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Orders. You cannot complete mass Work Orders that have mandatory meter readings and
mandatory quality plans associated with a Work Order. A planner can also procure direct items
a e
for Work Orders without having to leave the Maintenance Workbench. You can generate Work
n
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Orders from suggested Work Orders, manage Work Order required material, resources, and
update Work Order operations as necessary.
U
I n
You can forecast multiple assets at once. You can select multiple assets to forecast, and then
run the forecast. After running the forecast, you can create a Work Order, associate the Work
c l e
Order with a project and task for capital expenditures, and associate the Work Order with a
parent Work Order. This is useful for shutdowns. When an organization knows that they will
r a
be shutting down a portion of their plant or facility, they can add the preventive maintenance
Work Orders to the shutdown and, via projects, capitalize the costs into fixed assets.
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for multiple assets at once. If you expand the Forecast Work branch, the tree details Asset
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Number information into three lower branches, including All Assets, Assets With Work,
and Routes.
r a
- All Assets: All assets, associated with the data selection entered in Step 2, appear
O ly
under the expanded All Assets branch.
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- Assets With Work: All assets with Work Orders, associated with the data selection
entered in Step 2, appear under the expanded Assets With Work branch.
a e
- Routes: All assets with an associated Asset Route, associated with the data selection
n
t e r
entered in Step 2, appear under the expanded Routes branch.
s
Enter a Cutoff Date to indicate how far out you would like the Work Orders to create
U
n
from the suggested dates. The Horizon defaults as the difference between the Start Date
I
and Cutoff Date.
e
l
Select a Set Name.
a c
Select the Include Run To Failure check box to indicate that the scheduling process
should include suggested Work Orders for Run To Life Asset Number/Activity
O r associations. If this check box is cleared, manual Work Orders can be created. Run To
Life items are typically items that cost more to maintain than the item itself.
O ly
7. Choose Resources to view, update, add, or delete resource requirements for a selected
Work Order.
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Choose Instances to view or update a list of specific people or equipment assigned to this
a e
resource. The Person tab displays persons grouped in specific roles. The Equipment tab
n
r s
displays similar types of equipment grouped by resource. You can define specific
e
machines to any of your machine type resources and you can define specific employees
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to any of your labor type resources. When a resource has instances defined, you can view
I n
the resource capacity and load in the Scheduling Workbench.
c l e
- For example, you can define all machines belonging to the resource, GRINDERS.
An individual grinder machine can then be a specific resource requirement and
O persons and equipment that are associated with the current resource.
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O
Copyright Oracle Corporation, 2007. All rights reserved.
In this practice, you will use the Maintenance Workbench to associate a work request with your
work order.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
m y
might have a different User Name and Password for you to use
d e
Students use eAM enabled organization, EM1
ca
Students replace XX with a unique identifier
e A
c l
The instructor has completed all guided demonstrations
r a
You have completed all previous practices
Tasks O ly
l & On
a e
Associate a work request with your work order
n
1.
t e r s
Within the Maintenance Workbench window, enter the following information:
Asset Group = XX EQUIPMENT
U
I n
Include Asset Children = Selected
Include Work Requests = Selected
c l e
Status = Selected
Draft = Cleared
r a Unreleased = Selected
Released = Selected
O On Hold = Selected
5. (B) Requests
7. (B) Go
9. Notice the Confirmation message and close the page to return to the Maintenance
Workbench.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Copyright Oracle Corporation, 2007. All rights reserved.
6. (B) Requests
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Copyright Oracle Corporation, 2007. All rights reserved.
9. (B) Assign
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10. Notice the Confirmation message and close the page to return to the Maintenance
Workbench.
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11. (B) Open
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13. Close the windows.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Chapter 5
em
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A c
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Copyright Oracle Corporation, 2007. All rights reserved.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Overview
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eAM generates Work Orders automatically based on meter readings, runtime and or calendar
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days. An example of meter-based preventive maintenance is your car's oil changes. Most car
manufacturers recommend that you change your engine oil every 3,000 miles or six months,
whichever comes first.
O ly
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To set up the above scenario, define your car's odometer as a meter. Next, associate that meter
to an asset (your car), using the Asset Meter Association window. After you have associated
a e
the meter to the asset, associate the Maintenance Activity (oil change) that should occur, based
n
Project and Task Setup
t e r U s
on the meters you defined. This is performed via Preventive Maintenance Scheduling.
I n
Work Orders can associate with a Project, Task or Seiban number, at the time of implementing
PM suggestions to Work Orders. The Forecast Work Order window is customizable.
l e
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
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Enterprise Asset Management User > Preventive Maintenance >
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Preventive Maintenance Overview
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Copyright Oracle Corporation, 2007. All rights reserved.
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Meters
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Meters are used to measure asset usage and periodically service the asset, based on the
r a
measurement. For example, an odometer. Another example is a pipe that may start out at 12
millimeters, but when it wears to only four millimeters, it needs to be replaced.
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Meter Templates
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There are two ways to create meters. You can create them within the Meter Definition window,
r a
or create them first using a Meter Template window, and then next instantiating them when
defining an asset. If you create Meters using the Meter Definition window, associate that meter
O ly
definition with individual Asset Numbers manually. If you utilize the Meter Template
l & On
definition functionality, you can associate the Meter Template with Asset Groups. After the
association is created, when an Asset Number (Asset Numbers or Rebuildable Serial Numbers)
a e
is created within that Asset Group (Asset Group or Rebuildable Item), the system
n
e r
automatically creates a new instance of the meter, associated with the specific Asset Number.
s
This lets you streamline your meter setup. However, the meters are not created retroactively; it
t U
applies to Asset Numbers created after the Meter Template was created.
I n
To define Meter Templates:
c l e
1. Navigate to the Meter Template window.
2. Enter a unique meter template Name.
r a
3. Enter the Description of the Meter Template.
O
Copyright Oracle Corporation, 2007. All rights reserved.
c
10. Enter a usage Rate (per day). This field works in conjunction with the Use Past Readingsa
e A
field to provide daily meter usage estimates, based on historical readings. It supplies the
system benchmark data that is used to set the occurrence of scheduled PMs. Rate per day
l
is referred to in the absence of a sufficient value in the Use Past Reading field.
c
r a
This field is mandatory if you have selected the Used in Scheduling check box.
11. Enter a value for the number of past readings. This value designates how many readings
O ly
prior the scheduler should go to for calculating the usage rate. If there is an insufficient
& On
number of readings (for example four, instead of the required five), the system continues
l
the calculation based on the usage Rate per day.
a e
This field is mandatory if you have selected the Used in Scheduling check box.
r n s
If you enter a value of 1, then the system perpetually calculates the usage Rate per day.
t e U
12. Select the meter effectivity dates. If the field is left blank, then the meter is effective all
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of the time. You can disable a meter effective on a specific date by selecting a To date.
I
13. Save your work.
e
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Defining Meters
Alternatively, you can create Meters using the Meter Definition window. You need to
r a
manually associate the meter definition with individual Asset Numbers. If you utilize the Meter
Template definition functionality, you can associate that Meter Template with Asset Groups.
O To define a meter within the Meter Definition window:
e
Fluctuating meters are not used in Preventive Maintenance scheduling. A
c l
After the meter is created, this field is disabled.
r a
8. Enter an Initial Reading. This is automatically used as the first meter reading entered, or
each new instance of the meter that is created and associated to a Asset Number via the
Meter Template.
O ly
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9. If you select the Used in Scheduling check box, the meter is used in Preventive
Maintenance Scheduling. If there are any scheduling rules associated with this meter, you
a e
cannot clear this check box. If this is a fluctuating meter, this check box is disabled. If the
n
r
Used in Scheduling check box is selected, the Usage Rate (per day) and Use Past Reading
t e
fields become mandatory.
U s
10. Select the Required check box to indicate whether readings for the meter are required
I n
during work order completion, regardless of whether a work order was generated from
e
Preventive Maintenance or if it was created manually. You can select or clear this check
l
mark at any time; it impacts only future meter readings. However, if the meter is a
c
Primary Failure Meter for any current asset or meter association, you cannot clear the
r a check box.
O 11. Enter a usage Rate (per day). This field works in conjunction with the Use Past Readings
field to provide daily meter usage estimates, based on historical readings. It supplies the
Copyright Oracle Corporation, 2007. All rights reserved.
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Using Meter Hierarchy
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You can define meter hierarchies by entering readings for one physical meter that
r a
automatically feed other virtual target meters. When virtual meters are defined, the reading
source meter is also defined.
O ly
During work order completion, you can verify and update a source meter for the meter of any
l & On
rebuildable item that was issued to the work order. For example, a truck can be defined with
tires as rebuildable components. The tires can have meters defined with the trucks odometer as
a e
the source meter. When a tire is replaced on a work order, during work order completion you
n
r s
can remove the source meter from the tire and set the source meter of the tire installed to the
e
truck odometer. Each tire accumulates and retains, on its meter, the usage during the time that
t
it is installed on the truck.
U
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Associating Meters Templates with Asset Groups
If you utilize the Meter Template definition functionality, you can associate that Meter
r a
Template with Asset Groups. After you create the association, when a new Asset Number
(Asset Numbers or Rebuildable Serial Numbers) is created within that Asset Group (Asset
O ly
Group or Rebuildable Item) a new instance of the corresponding meter is automatically
l & On
created. This enables you to streamline your Meter setup.
To associate Meter Templates with Asset Groups:
n a e
1. Navigate to the Meter Template Association window.
t e r U s
2. Select an Item Type. Valid values are Asset or Rebuildable.
3. Select an Asset Item (Asset Group or Rebuildable Item).
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4. Optionally choose Find to query existing Meter Template/Asset Group relationships.
c l e
5. Within the Meter Template region, select a meter template Name.
6. Save your work. After saving, every Asset Number defined as part of the current Asset
r a Group automatically associates with the Meter Template; you do not need to create this
association manually.
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Entering Meter Readings
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After a Work Order is completed, meter readings are required for all meters, associated with
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the Work Order's current Asset Number, that appear in the Runtime Interval rules in the
Preventive Maintenance Scheduling Definition window. You can enter standalone meter
readings at any time.
O ly
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To enable the Preventive Maintenance Scheduler process, an initial meter reading needs
to have already been entered. This could be performed by entering an initial reading
a e
during the Meter's definition.
n
t e r U s
To enter a standalone meter reading:
1. Navigate to the Meter Readings window.
I n
2. For optimal performance, select an Asset Type. Valid values are Capital or Rebuildable
Inventory. This field works in conjunction with the Asset Number field.
l e
3. Select an Asset Number. If you previously populated the Asset Type field with Capital,
c
the Asset Number list of values contains all Asset Numbers. If you previously populated
r a Asset Type with Rebuildable Inventory, the Asset Number list of values contains all
O
Rebuildable Serial Numbers.
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reading were 17,000. You then reset the Current meter reading to 3,000. The Life ToA
For example, before the reset, both the Current meter reading and the Life To Date meter
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The system uses the Life To Date meter reading to calculate the Usage Rate.
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14. Select the Comments tab to enter any necessary comments.
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15. Optionally, choose Readings History to view all meter readings for the selected meter and
current Asset Number. This helps to make logical decisions when entering meter
n a e
readings. For example, you can view the last meter reading, enabling you to make a
logical choice when entering the next meter reading.
e r s
16. You cannot alter the existing meter reading record. Optionally, choose Disable to disable
t U
an existing meter reading. The disabled reading is saved for viewing, but is not used in
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Preventive Maintenance Scheduling.
c l e
17. Choose Close to return to the Meter Readings window.
18. Save your work.
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
Enterprise Asset Management User > Preventive Maintenance > Meters
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Preventive Maintenance (PM) Scheduling
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eAM generates Work Orders automatically based on meter readings, runtime and or calendar
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days. An example of meter-based preventive maintenance is your car's oil changes. Most car
manufacturers recommend that you change your engine oil every 3,000 miles or six months,
whichever comes first.
O ly
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To set up the above scenario, you would first define your car's odometer as a meter. Next, you
would associate that meter to an asset (your car), using the Asset Meter Association window.
a e
After you have associated the meter to the asset, you can associate the Maintenance Activity
n
t e r s
(oil change) that should occur, based on the meters you have defined. This is done via
Preventive Maintenance Scheduling.
U
I n
For example, trucks of a specific Make and Model need to be scheduled for an oil change
every 30 days, or every 1000 miles.
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
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Enterprise Asset Management User > Preventive Maintenance >
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Preventive Maintenance Scheduling
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Defining Set Names
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A PM schedule for an Activity and an Asset Number or Asset Group must uniquely belong to a
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Set Name. Multiple PM Schedules for the same Asset Number or Asset Group and Activity
combination are created across Sets. However, out of those PM Schedules, one can be
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identified as the Default and used for generating Work Orders. Other PM Schedules in other
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Sets can be used for simulation purposes. Every Set Name has an end date. Every PM schedule
that belongs to the Set Name must have its effective-to date before the end date of the PM
a e
Schedule's Set Name. Before assigning a Set Name to a PM schedule, you need to define Set
n
e r
Names within the Set Name Definition window. If you do not want to create Set Names, you
s
can assign PM schedules to set, MAIN; it already exists.
To define Set Names:
t U
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1. Navigate to the Set Name window.
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2. Enter the name of the Set Name.
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3. Enter an End Date. Every PM schedule that belongs to the Set Name must have its
r a effective-to date before the End Date of the PM Schedule's Set Name. If you leave this
field blank, the current Set Name does not expire.
O 4. Enter a Description for this Set Name.
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Scheduling Types of PM Sets
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There are two ways to create PM schedule definitions for Rebuildable Serial Numbers and
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Assets. You can create them individually within the Preventive Maintenance Schedules
window or streamline the process of creating them using a PM Template. A PM Template is a
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schedule, defined for an Asset Group (Asset Group or Rebuildable Item) or Activity
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association. If you use the PM Template, then a new PM Schedule is automatically created for
a newly created Asset Number (asset or rebuildable) for the Asset Group. All PM Template
a e
attributes are copied over to the PM Schedule for the Instance. You can optionally modify the
n
t e r
values of the PM Instances created.
s
Before creating a PM Template, the following prerequisites must exist:
U
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Meter Template Definition A Meter Template definition is required if the PM Template
is based on Runtime Rule
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Activity Definition
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Meter Template Association - A Meter Template Association is required if the PM
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Activity Association Template
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Entering PM Scheduling Definitions
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An Activity and Asset Number combination can be associated with Runtime, Day Interval
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Rules, or a list of dates, defining when an Activity should be scheduled for an Asset, Serialized
and Non-Serialized Rebuildables, or an Asset Route. Day Interval rules and List of Dates rules
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are supported for Non-Serialized Rebuildables and Asset Routes. The Preventive Maintenance
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(PM) Scheduler process creates suggested Work Order dates based on these rules. A planner
can then view these forecasted Work Orders, and generate them as necessary.
a e
There are two ways to create PM schedule definitions for Rebuildable Serial Numbers and
n
r s
Assets. You can create them individually within the Preventive Maintenance Schedules
e
window, or streamline the process of creating them using a PM Template. A PM Template is a
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schedule, defined for an Asset Group (Asset Group or Rebuildable Item)/Activity association.
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If you utilize the PM Template functionality, a new PM Schedule is automatically created for a
e
newly created Asset Number (asset or rebuildable) for the Asset Group. All PM Template
l
attributes are copied over to the PM Schedule for the Instance. You can optionally modify the
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values of the PM Instances created.
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Before a PM Template can be created, the following prerequisites need to already exist:
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9. The Effective dates default from the current Activity association, if they exist. Optionally
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select or update the Effective From and Effective To dates.
10. Enter a Lead Time In Days. Lead time in a Preventive Maintenance Schedule is different
O ly
than lead time associated with Work Order creation. The Preventive Maintenance process
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suggests Work Orders to be created or scheduled, starting from the last service day of the
Asset to the cutoff day you specified while running the process. If a Lead Time In Days is
n a e
specified, the Preventive Maintenance process predicts work for those extra days beyond
the cutoff date. This provides the maintenance department advanced visibility for
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maintenance work that is typically predicted in the next planning process. The
maintenance department can prepare for such work in the current planning period.
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11. Select a Work Order Status that best fits your business process. When Preventive
Maintenance Work Orders are generated, they are created with this specified status. You
l e
can optionally update this status within the Maintenance Workbench.
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12. Select the Default check box to indicate that the current PM schedule definition generates
Work Orders. If this check box is not selected, Work Order suggestions will not generate.
O You can have only one Default PM for an Asset Item/Activity combination.
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Actual Start Date to End Date: The PM Scheduler process uses the Last Service Actual
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Start Date, and calculates the scheduled end dates. This is a backward scheduling method.
Actual End Date to Start Date: The PM Scheduler process uses the Last Service Actual
A
End Date, and calculates the scheduled start dates. This is a forward scheduling method.
e
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Actual End Date to End Date: The PM Scheduler process uses the Last Service Actual
c
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End Date, and schedules the scheduled end dates. This is a backward scheduling method.
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Scheduled Start Date to Start Date: The PM Scheduler process uses the Last Service
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Scheduled Start Date, and calculates scheduled start dates. This is a forward scheduling
method.
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Scheduled Start Date to End Date: The PM Scheduler process uses the Last Service
scheduling method.
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Scheduled Start Date, and calculates the scheduled end dates. This is a backward
e r s
Scheduled End Date to Start Date: The PM Scheduler process uses the Last Service
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Scheduled End Date, and calculates the scheduled start dates. This is a forward
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scheduling method.
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Scheduled End Date to End Date: The PM Scheduler process uses the Last Service
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Scheduled End Date, and schedules the scheduled end dates. This is a backward
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scheduling method.
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17. In the Multiple Rules region, indicate how the predicted due dates are determined for
O multiple rules.
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completion Note: The Preventive Maintenance Scheduler automatically calculates the
meter usage rate, based on historical data, which is then used to predict the next meter
due date.
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26. If you populated List Dates within the Schedule Type field, select the List Dates tab to
define the specific due dates that Work Orders should transpire. For example, you want
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asset, Car1, serviced on May 1 and November 1 every year for the next three years. In
this case, you would create a List Dates type schedule definition, and list all the due dates
a e
within this tab. The PM Scheduler process creates suggested Work Order dates on those
n
specified dates.
27. Save your work.
t e r U s
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
Enterprise Asset Management Administration > Setting Up >
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Preventive Maintenance Setup > Defining a Preventive Maintenance Template
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Entering Preventive Maintenance Schedule Definitions
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Schedule definitions are implemented to create scheduled Work Orders, based on Day Interval
Rules, and or Runtime Rules. Schedules can also be based on a list of specific dates by using
O List Date rules. List Date rule based PM schedules cannot have Runtime or Day interval rules.
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7. The Effective dates default from the current Asset Activity association, if they exist.
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Optionally select or update the Effective From and Effective To dates.
8. Optionally enter a Lead Time In Days.
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9. Optionally select a Work Order Status that best fits your business process. When
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Preventive Maintenance Work Orders are generated, they are created with this specified
status. You can optionally update this status within the Maintenance Workbench.
a e
10. Optionally select the Default check box to indicate that the current PM schedule
n
r s
definition generates Work Orders. If this check box is not selected, Work Order
e
suggestions will not generate. You can have only one Default PM for an Asset Item and
t
Activity combination.
U
I n
11. Optionally select the Reschedule Manual Work Orders check box. If this check box is
c l e
selected, non-firm, unreleased manual Work Orders are considered during PM
scheduling.
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12. If the Run To Failure check box is selected, the Preventive Maintenance Scheduler does
not automatically schedule this Asset Number and Activity association, although you can
O create manual Work Orders. This is relevant for Asset Numbers that cost more to
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Scheduled End Date to Start Date: The PM Scheduler process uses the Last Service A
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Scheduled End Date, and calculates the scheduled start dates. This is a forward
scheduling method.
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Scheduled End Date to End Date: The PM Scheduler process uses the Last Service
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Scheduled End Date, and schedules the scheduled end dates. This is a backward
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scheduling method.
multiple rules. l
14. In the Multiple Rules region, indicate how the predicted due dates are determined for
a e
r n s
First: The due date is set to the first due date of all rules.
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Last: The due date is set to the last due date of all rules.
n
This region is disabled if the current PM schedule definition's Scheduling Type field is
I
populated with List Dates.
e
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15. In the Activity region, select an Activity. Activities associated with Asset Groups are
eligible for defining a Schedule Template.
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16. Optionally enter a Tolerance In Days to indicate a minimum interval in days that
suggested Work Orders' dates are spaced from each other.
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Copyright Oracle Corporation, 2007. All rights reserved.
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this case, you would create a List Dates type schedule definition, and list all the due dates
specified dates.
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within this tab. The PM Scheduler process creates suggested Work Order dates on those
l
24. Choose Last Service Info to enter last service information for the current Asset
c
a
Number/Activity association. Enter Last Service start and end dates. These dates are used
r
by the Preventive Maintenance Scheduler as a starting point for calculating the next due
O ly
date for a suggested Work Order. After the Preventive Maintenance Scheduler suggests a
Work Order, and that Work Order is completed, this date resets to the completion date.
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Last service information is always regarding the Asset Number/Activity association, and
independent of the association's PM schedule definition.
n a e
The Last Service Reading cannot be greater than the last meter (if the meter is
I n
To define a Preventive Maintenance schedule for an asset route:
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Preventive Maintenance Schedules can be defined based on Asset Routes.
1. Navigate to the Preventive Maintenance Schedules window.
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2. Select Asset from the Item Type list of values.
3. Select an Asset Route from the Asset Number list of values.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Entering Major PM Scheduling Options
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In the Scheduling Options region, indicate how the PM Scheduler process calculates Work
r a
Order dates. The Use Last Service field works in conjunction with the to suggest Next Service
field. The date field indicates the Last Service date Actual Start Date to Start Date: The PM
O ly
Scheduler process uses the Last Service Actual Start Date, and calculates scheduled start dates.
l & On
This is a forward scheduling method.
Actual Start Date to End Date: The PM Scheduler process uses the Last Service
n a e
Actual Start Date, and calculates the scheduled end dates. This is a backward scheduling
method.
t e r U s
Actual End Date to Start Date: The PM Scheduler process uses the Last Service
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Actual End Date, and calculates the scheduled start dates. This is a forward scheduling
method.
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Actual End Date to End Date: The PM Scheduler process uses the Last Service Actual
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End Date, and schedules the scheduled end dates. This is a backward scheduling method.
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Scheduled Start Date to Start Date: The PM Scheduler process uses the Last Service
O Scheduled Start Date, and calculates scheduled start dates. This is a forward scheduling
method.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Entering Base Date and Base Meter
Base Date
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The PM Scheduler process compares the dates from the runtime interval rule to those of the
O ly
date rule: Base Date of December 26, 2001 + every 30 days.
The Work Orders ultimately created by the PM Scheduler process are those of the earliest or
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latest dates, depending on how the Schedule Based On region is populated. If you select First
Due, the earliest suggestion is used for Work Order creation. The opposite is also true.
Base Meter
n a e
e r s
eAM generates Work Orders automatically based on meter readings, runtime and or calendar
t U
days. An example of meter-based preventive maintenance is your cars oil changes. Most car
I n
manufacturers recommend that you change your engine oil every 3,000 miles or six months,
whichever comes first.
l e
To set up the above scenario, you would first define your cars odometer as a meter. Next, you
c
would associate that meter to an asset (your car), using the Asset Meter Association window.
r a
After you have associated the meter to the asset, you can associate the Maintenance Activity
O
(oil change) that should occur, based on the meters you have defined. This is done via
Preventive Maintenance Scheduling.
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Copyright Oracle Corporation, 2007. All rights reserved.
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Entering Multiple Activity PM
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eAM lets you create multiple activities for a work order.
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The Preventive Maintenance schedule definition lets you list multiple activities to be
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performed on an asset that share a common base interval of either a date, meter, or both. Each
maintenance activity on the schedule generates work orders based on a multiple of the base
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interval occurring. The group of maintenance activities on one Preventive Maintenance
schedule represents a cycle of activities. Once the cycle of activities is completed, the cycle
restarts.
n a e
t e r U s
For example, a Preventive Maintenance schedule can be defined for two activities with a
common base interval of 7,500 miles. The first activity of an oil change is scheduled for every
I n
7,500 miles and the second activity; a tune-up is scheduled for every fourth interval or 30,000
miles. The work order for the oil change is generated on each occurrence of the 7,500 mile
c l e
interval and the work order for the tune up is generated on the fourth occurrence of the interval.
(Help) Maintenance Applications > Oracle Enterprise Asset Management >
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Enterprise Asset Management User > Preventive Maintenance >
Preventive Maintenance Scheduling
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Schedule Based On Example
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Above is a Runtime Rule that includes two meters, Meter1 and Meter2.
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If you specify First Due Date in the Scheduling Based On region of the PM Template, between
O ly
the two meters, the first meter that hits the due reading triggers the service. In this case, if
Meter1's reading reaches the interval of 100 first, the service happens before Meter2's reading
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reaches its interval of 50. Conversely, you can choose Last Due Date in the Scheduling Based
On region. In this case, even if Meter1 reaches its due reading, the service is not scheduled
a e
until Meter2 has also reached its due reading.
n
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populated with List Dates. s
This region is disabled if the current PM schedule definition's Scheduling Type field is
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
Enterprise Asset Management User > Preventive Maintenance >
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Preventive Maintenance Scheduling
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Example
c l
Trucks of a specific Make and Model need to be scheduled for an oil change every 30 days, or
every 1000 miles.
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O ly
If the Runtime Rule is taken into account, the next due date is February 6, 2002 (January 1
2002 + [(3000 + 1000 - 3100)/25 = January 1, 2002] +36 days), and every 40 days after that.
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This is calculated as the interval (1000 miles) divided by the usage rate (25 miles per day).
The Usage Rate is calculated as the total of the meter readings value changes, divided by
n a e
the total of the meter reading date intervals.
t e r U s
The PM Scheduler process compares the above suggested dates from the runtime interval rule,
to those of the day interval rule: Base Date of December 26, 2001 + every 30 days.
I n
The Work Orders ultimately created by the PM Scheduler process are those of the earliest or
latest dates, depending on how the Schedule Based On region is populated. If you selected First
l e
Due, the earliest suggestion is used for Work Order creation. The opposite is also true.
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(Help) Maintenance Applications > Oracle Enterprise Asset Management >
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Enterprise Asset Management User > Preventive Maintenance >
Preventive Maintenance Scheduling
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Copyright Oracle Corporation, 2007. All rights reserved.
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Defining Suppression Activities
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You can suppress other Activities with the current Activity in the scheduling definition. You
r a
can enter suppression activities for an Asset Number and Activity combination.
O ly
For example, there are two activities associated with a Truck 01 asset: Oil Change (to be
performed every five months), and Major Service (to be performed every 12 months). A major
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service on a Truck 01 includes an Oil Change. Therefore, a suppression definition needs to be
defined; the Activity, Major Service, suppresses the child activity, Oil Change.
n a e
To create a suppression activity:
t e r U s
1. From the Preventive Maintenance Schedules window, choose Suppression.
2. Choose a Suppressed Activity. Activities associated with the Asset Numbers are
available.
I n
One Activity association can suppress multiple Activity associations. One Activity
l e
association can be suppressed by one Activity association.
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r a
3. Enter a Description for this suppression.
4. Save your work.
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Copyright Oracle Corporation, 2007. All rights reserved.
In this practice, you will enter a Preventive Maintenance (PM) schedule definition, another PM
schedule for a major overhaul that will supress that Activity, and then forecast suggested Work
Orders.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use
Students replace XX with a unique identifier
n a e
Schedule Type = Rule Based
t
Interval = 200
e r U s
Meter Name = XX 994 FEL METER
2.
I n
Enter the following information, within the Last Service Information window:
l e
Actual Start Date = Todays date
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Actual End Date = Todays date
7. (B) Launch
O ly
11. (I) Save (B) Preventive Maintenance (B) New
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a e
12. Enter the following information, within the Preventive Maintenance window:
Schedule Name = XX 996 MAJOR
Set Name = MAIN
r n s
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Asset Number = XX-1000
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Activity = XX 996 MAJOR OVERHAUL
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Tolerance In Days = 10
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Meter Name = XX 994 FEL METER
Interval = 1000
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13. Enter the following information, within the Last Service Information window:
16. Enter the following information, within the Maintenance Workbench window:
Asset Number = XX-1000
20. Select the Forecast Work tab and enter the following information:
Start Date = Todays date
Cutoff Date = Today + one year
Horizon = 365 (default)
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21. Within the All Assets node, select XX-1000.
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A
22. (B) Run
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Notice that No Action is suggested for the manually created Work Order.
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23. Implement the first seven suggested Work Orders
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O ly
24. Close the window, and then re-launch the Maintenance Workbench
& On
25. Open all nodes, within the Results (Capital) node.
l
a e
26. Select XX-1000, within the All Assets node. (You can adjust the Start Time to reflect shirt
n
start times).
3. Select the Meter Rules tab and enter the following information:
Meter Name = XX 994 FEL METER
Interval = 200
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5. Enter the following information:
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Actual Start Date = Todays date
Actual End Date = Todays date
Last Service Reading = 56
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7. Close the windows.
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Enter a schedule definition that will suppress the previous activity
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8.
a
Navigate to the Create Activity window.
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(N) Activities > Activity Workbench > (B) New
9.
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Enter the following information:
Activity = XX 996G MAJOR OVERHAUL
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Description = XX 996G MAJOR OVERHAUL
t e r
Template = @Activity
U s
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Copyright Oracle Corporation, 2007. All rights reserved.
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(N) Activities > Activity Workbench l
13. Enter the following information:
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Asset Number = XX-1000
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14. Select your Tab key.
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Copyright Oracle Corporation, 2007. All rights reserved.
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19. (I) Save (B) Preventive Maintenance (B) New
U s
21. Select the Meter Rules tab and enter the following information:
I n
Meter Name = XX 994 FEL METER
c l e
Interval = 1000
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Copyright Oracle Corporation, 2007. All rights reserved.
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23. Enter the following information:
c l
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Last Service Actual Start Date = Two days ago
Last Service Actual End Date = Two days ago
Last Service Reading = 56
O ly
24. (I) Save
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Copyright Oracle Corporation, 2007. All rights reserved.
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Create a suppression definition
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26. (B) Suppression
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27. Enter the following information:
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Supressed Activity = XX SERVICE FOR EQUIPMENT
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Copyright Oracle Corporation, 2007. All rights reserved.
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29. Close the windows.
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Forecast work orders
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30. Navigate to the Maintenance Workbench.
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(N) Work Order Planning > Maintenance Workbench
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33. Open all nodes within the Results (Capital) node.
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34. Select XX-1000, within the All Assets node.
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Copyright Oracle Corporation, 2007. All rights reserved.
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36. Within the All Assets node, select XX-1000.
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37. (B) Run e
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Copyright Oracle Corporation, 2007. All rights reserved.
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45. Close the window, and then re-launch the Maintenance Workbench
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(N) Work Order Planning > Maintenance Workbench
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Enter the following information:
Asset Number = XX-1000
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(B) Launch
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40. Open all nodes, within the Results (Capital) node.
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start times).
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41. Select XX-1000, within the All Assets node. (You can adjust the Start Time to reflect shift
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Generating Work Orders
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After you have established Preventive Maintenance Scheduling definitions, you can generate
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Work Orders. There are two ways to generate Work Orders. You can execute the Generate
Preventive Maintenance Work Orders process, or you can implement forecasted Work Orders
from the Maintenance Workbench.
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When executing the Generate Preventive Maintenance Work Orders process, the program
creates suggested Work Orders, based on the day interval or runtime interval rules that are
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associated with the scheduling definitions you defined. You should schedule this program to
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accessing the menu option. r U s
periodically execute, automatically. You can execute this program manually at any time, by
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If you want to review and optionally select Work Orders that create using this process, you can
access the Maintenance Workbench. This enables you to view the Work Orders before actually
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creating them. You can launch the Preventive Maintenance Scheduler to implement forecasted
Work Orders.
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The following are instructions to invoke the process from the menu:
To generate work orders:
O 1. Navigate to the Generate Preventive Work Orders window.
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Copyright Oracle Corporation, 2007. All rights reserved.