EAM Manual

Training Manual
Oracle Enterprise Asset Management
eShakti ERP Implementation
Document 1.0 Version Rev 1.0

Number
Prepared By Ankita Nagpal (Infosys) Date 20-Jul-2010
Reviewed By Saroj Maharana(Infosys) Date
Authorized By Date
Approved By Date
EAM Training manualEAM -1-

REVISION HISTORY
Ver.Rev Date Author Description with Reason

1.0 20-Jul- Ankita Nagpal (Infosys) Initial version
2010

TABLE OF CONTENTS
1 ORACLE APPLICATIONS STARTUP INFORMATION .......................... 5

1.1 LOGIN TO ORACLE APPLICATIONS .................................................................. 5
1.1.1 Log in To Oracle Application: ........................................................ 5
1.1.2 Basics of Oracle Applications Navigation ........................................ 6
2 DATA DEFINITION........................................................................... 11
2.1 ORGANIZATION ..................................................................................... 11
2.1.1 Enabling Organization for EAM .................................................... 11
2.1.2 Define Organization Access ........................................................ 11
2.2 EAM SETUP ......................................................................................... 12
2.2.1 Define WIP Parameters .............................................................. 12
2.2.2 Define WIP Accounting Classes ................................................... 14
2.2.3 Define EAM Parameters ............................................................. 16
2.2.4 Define Category Codes .............................................................. 18
2.2.5 Define Category Set .................................................................. 20
2.2.6 Define Default Category Set ....................................................... 22
2.2.7 Define Lookups ......................................................................... 23
2.3 EAM DATA DEFINITION ........................................................................... 24
2.3.1 Define Asset Groups .................................................................. 24
2.3.2 Define Area .............................................................................. 25
2.3.3 Define Department.................................................................... 25
2.3.4 Define Resource ....................................................................... 26
2.3.5 Define Employee Resource ......................................................... 26
2.3.6 Define Department Resource ...................................................... 27
2.3.7 Define Department Resource Instance ......................................... 27
2.3.8 Define Asset Number................................................................. 28
2.3.9 Define Activity .......................................................................... 29
2.3.10 Define Activity Association ...................................................... 30
2.3.11 Define Asset BOM .................................................................. 31
2.3.12 Define Maintenance BOM ........................................................ 31
2.3.13 Define Maintenance Routing .................................................... 32
2.3.14 Define Asset Hierarchy ........................................................... 33
2.4 PREVENTIVE MAINTENANCE ....................................................................... 33
2.4.1 Define PM header...................................................................... 33
2.4.2 Define PM Rule ......................................................................... 35
2.5 ASSET ATTRIBUTES ................................................................................ 36
2.5.1 Define Asset Attribute DFF ......................................................... 36
2.5.2 Assign to Asset Group ............................................................... 38
2.5.3 Define Attributes for Asset Numbers............................................ 39
3 PROCESSES ..................................................................................... 41
3.1 WORK REQUEST .................................................................................... 41
3.1.1 Create & Update Work Request................................................... 41
3.1.2 Approve/Reject Work Request .................................................... 45
3.1.3 Maintenance User Workbench View pending Jobs ....................... 49
3.2 CREATE & UPDATE WORK ORDER ................................................................ 49
3.2.1 Creating a Work Order............................................................... 49
3.2.2 Selecting the Activity................................................................. 50
3.2.3 Adding Material Requirement on Work Order ................................ 51
3.2.4 Adding Resource Requirement on Work Order .............................. 53
3.2.5 Assign Employee to Work Order.................................................. 54

3.3 WORK ORDER TRANSACTIONS .................................................................... 54
3.3.1 Issue Material to Work Order...................................................... 54
3.3.2 Charge Time/ Resource Transaction ............................................ 57
3.3.3 Complete Work Order ................................................................ 59
3.3.4 Failure Details Entry .................................................................. 60
3.3.5 Follow-up Work Order ............................................................... 60
3.3.6 Scheduler Workbench ................................................................ 62
3.3.7 Transferring WO Costs to GL ...................................................... 63
3.4 PREVENTIVE MAINTENANCE TRANSACTIONS .................................................... 67
3.4.1 Forecast & Generate Preventive Maintenance Work Orders
Maintenance Workbench ..................................................................... 67
3.4.2 Complete PM Work Orders ......................................................... 68
3.5 OSP/DIRECT ITEM ................................................................................. 68
3.5.1 Define an OSP/Direct Item ......................................................... 69
3.5.2 Define an OSP Resource and assign to OSP Department ................ 74
3.5.3 Create an OSP/Direct Item Work Order........................................ 75
3.5.4 Receipt of the OSP/Direct Item ................................................... 75
3.6 MAINTENANCE SUPER USER ....................................................................... 76
3.6.1 View & Approve Notifications ...................................................... 76
3.6.2 View Asset Details..................................................................... 76
3.6.3 Configuration History View & Update ........................................ 77
3.6.4 Failure Analysis ........................................................................ 81
3.6.5 Asset BOM & Attachments.......................................................... 87
3.6.6 Move Asset .............................................................................. 91
3.7 PREDICTIVE MAINTENANCE ........................................................................ 96
3.8 OUTAGE PLANNING ................................................................................. 99
4 QUALITY.......................................................................................... 99
4.1 SETTING UP ......................................................................................... 99
4.1.1 Define Collection Elements (Log Book Fields)................................ 99
4.1.2 Define Collection Plans (Log Books)............................................101
4.2 DATA ENTRY........................................................................................102
4.2.1 Entering Data in the Log Book ...................................................102
4.3 DATA ANALYSIS ....................................................................................103
4.3.1 View/Export Log Book Data .......................................................103
4.3.2 Trend Analysis .........................................................................103
5 REPORTS ....................................................................................... 104

1 Oracle Applications startup information
1.1 Login to Oracle Applications
1.1.1 Log in To Oracle Application:
Enter the URL for Application in address bar
Enter Username and Password and click login
If employee is logging in for first time system will ask for change of password.
Enter old password, new password and click on submit.

List of responsibilities attached to the username will be seen. Responsibilities
enable the user to perform the necessary business functions in Oracle
Applications.
1.1.2 Basics of Oracle Applications Navigation
Oracle Applications are divided into two types of user interfaces html based
screens called self-service and form-based screens called professional user
interface.
Self-service based screens looks like this.

Form based applications appear as shown below: -
When you open form-based screens from self-service, a window as shown

below will appear. Do not close this window.

Basic field terminology on form-based applications
A typical form appears as shown below: -

Color coding of fields appearing above is explained below: -
Color Description
Yellow Mandatory has to be
entered
White Non-mandatory can be
entered
Grey Non-updatable cannot be
entered / changed
Blue Query mode
Basic Navigation
Forms are visible in two modes Entry mode (as in form above) and Query
mode. Query mode is achievable by pressing Function Key F11.

Above shown query mode is known as Query by example mode. % is the
wild character that can be used to query for necessary data. For e.g. if AT% is
entered in Asset Number field, all asset numbers with name starting with AB
will be fetched. To execute the query entered, Ctrl+F11 should be pressed.
Another query mode available is Query -> Find mode in which data can be
searched on the basis of ranges (amount range, date range, etc.). This mode
is achievable on clicking torch icon on menu bar.
Query Find
Torch
EAM Training manualEAM - 10 -

2 DATA DEFINITION
2.1 Organization
2.1.1 Enabling Organization for EAM
Navigate to the Organization Parameters form. OPTCL India Inventory -> Setup ->
Organization -> Parameters
Ensure that the

Calendar is Built
Checkbox EAM
Enabled
2.1.2 Define Organization Access
To be able access EAM module from any Organization, Organization Access is to be

provided for eAM Application to the Responsibility.
Navigation: OPTCL India Inventory-> Setup -> Organizations -> Organization Access

Save your work
Save Icon on the

Toolbar
2.2 EAM Setup
2.2.1 Define WIP Parameters
Switch Responsibility to Enterprise Asset Management
Switch
Responsibility
Select the Responsibility from the List and click on OK

Navigate to the WIP Parameters form.
Setup -> WIP -> WIP Parameters

Specify the Requisition
creation Time
Specify a Supply
Sub inventory
2.2.2 Define WIP Accounting Classes
Navigate to the WIP Accounting Classes form.
Navigation: Enterprise Asset Management -> Setup -> WIP -> WIP Accounting Classes

Enter a Class Name & Description
Enter the Valuation & Variance Accounts for Material, Resource, Outside Processing &
Overheads
Ensure the class Type is Maintenance. This cannot be changes once the record is
saved.
Save your work. Click on the Save icon on the toolbar or press Ctrl+S
You can also save using the File Menu.
Save

2.2.3 Define EAM Parameters
EAM Parameters form is used to define the Org specific setups for Asset Number
defaults, Cost defaults, Work Request information & Work Order Information.
Navigate to the EAM Parameters form
Setup -> Parameters
Use the WIP Accounting

Class defined in the previous
section
Each of the sections are explained in detail-
Indicate whether this organization has system generated Asset Numbers within
individual Asset Groups. We can specify the starting serial number within the
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 overwrites the starting serial number within the Organization Parameters.
The Cost Defaults region represents default cost information for future Work Orders,
without defined cost elements within the Work Order. Select an Enterprise Asset
Management Cost Element to indicate how to capture cost overheads and any
miscellaneous resource costs. Valid values are Equipment, Labor, and Material.

Select a Cost Category to use as the default for departments that do not have a cost
category defined. Department costs are then posted to the appropriate cost elements
In the Preventive Maintenance region, select the Implement from Horizon Start Date
check box to bypass past due Work Order suggestions when executing the Preventive
Maintenance process. If this check box is selected, suggested Work orders, from the
Horizon Start Date forward, are executed.
Indicate whether Work Requests are automatically approved upon creation, or if

every user, with the responsibility assigned to the asset's current owning
department, receives a notification via Workflow. This notification appears within self
service, within the responsibility we use to log in.
If the Auto Approve check box is selected, Work Requests are created with an
Awaiting Work Order status. If the check box is not selected, Work Requests are
created with an Open status.
Note: A Work Request status must be Awaiting Work Order before we can associate it
with a Work Order. The Awaiting Work Order status indicates that the Work Request
is approved.
Select the Asset Number Mandatory check box to indicate that the Asset Number
field is mandatory when creating a Work Request.
Select the WIP Accounting Class default to ensure that Work Orders generated within
Enterprise Asset Management have an established account code structure assigned,
to accept charges incurred by that Work Order.
Enter a Work Order Prefix. A prefix enables the organization to identify routine Work
Orders.
Select a Default Department. Oracle recommends that we select a default

department. This department defaults to maintenance Work Orders as they are
entered. If a department does not exist on a Work Order, we cannot release it.

Select the Enable Workflow for Work Orders check box to initiate approval processes
for Work Orders. Work Orders might require approvals or notifications at different
stages in their lifecycles. Workflow automates this process.
Indicate whether Material Issue Requests are enabled. If this check box is selected,
the Enable Material Issue Requests check box on eAM Work Orders defaults as
selected.
If we select the Auto Firm on Release check box, the dates on the Work Order cannot
automatically reschedule, after the Work Order is at Released or On Hold statuses.
We can still manually reschedule a resource on the Work Order, thereby updating the
dates on its corresponding Operation and Work Order.
If we select the Auto Firm on Create check box, the dates on the Work Order cannot
automatically reschedule, even in Draft and Unreleased statuses. We can still
manually reschedule a resource on the Work Order, thereby updating the dates on its
corresponding Operation and Work Order.
In the Asset Move Defaults Region, Select an Intermediate Sub inventory to which
the Asset moves.
Select a Locator if the Sub inventory is Locator Controlled and the Asset has to move
to a specific area.
2.2.4 Define Category Codes
Navigate to the Category Codes form
Navigation: Setup -> Category -> Category Codes

Click
on New
Click
on OK
Enter the
Description

2.2.5 Define Category Set
Navigate to the Category Set form.
Navigation: Setup -> Category -> Category Set
Press F11 to go into Search Mode (All the fields turn Blue)

Enter Enterprise Asset Management in the Name and Press Ctrl+F11
Enter the newly defined category in the list of Categories for the Category Set

Save your work.
2.2.6 Define Default Category Set
Navigate to the Default Category Set form.
Setup -> Category -> Default Category Set

2.2.7 Define Lookups
Navigation: Enterprise Asset Management -> Setup -> Lookups
Lookup codes must be decided upon and defined during the implementation process.
Lookup codes fall within three categories: 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 codes are user defined, all codes
may be modified. If lookup codes are system defined, the existing codes cannot be
modified, and new codes cannot be added to the table.
Categories
of Lookup
Codes

2.3 EAM Data Definition
2.3.1 Define Asset Groups
Navigate Assets Asset groups.
The Asset group created is required during Asset number Creation.
Asset Group
Created.
Each and Every Asset group created will be considered as Item in Inventory Module
for the Particular EAM organization.
Asset Group in
EAM.

2.3.2 Define Area
Navigate Setup Area
Area Created.
2.3.3 Define Department
Navigate Setup Routing Departments.

1. Enter
Department name
& Save

2.3.4 Define Resource
Navigate SetupRouting Resource.
1. Resource
Name
2.3.5 Define Employee Resource
In the above Figure choose Employees and add Employee to the Resource.

2. Choose Employee
from LOV.
1. Click on
Employees.
2.3.6 Define Department Resource
Navigate Set up Routing Departments.
First Query the Already created Department.
1. Click on
resources.
2. Add Resource from LOV.
2.3.7 Define Department Resource Instance
In the Same screen itself choose Instances.
Enter the Employee name and number

1. Click on
Instances
2.3.8 Define Asset Number
Navigate Enterprise management Responsibility Assets Asset Numbers
1. Enter Asset
number
2. Choose Asset group,

Department,
WIP Accounting class. From
Respective LOVs

2.3.9 Define Activity
Navigation: Enterprise Asset Management -> Activities -> Master Activities
Activities provide us with a standard template of jobs, which are applied to Work
Orders, such as Routine or Preventive Maintenance. After these Activity Templates
are created, they are associated with one or more Asset Numbers
They are also associated to a maintenance BOM and activity routing containing the
materials and resources needed 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.
1. Enter Activity name
2. Choose Template
@ Activity.

1. Assign to Org 164.
2.3.10 Define Activity Association
Navigation: Enterprise Asset Management -> Activities -> Activity Association
After we have defined Asset Groups, Assets, and Activities, we can associate the
Activities with assets.
Assets are associated with Activities before entering the Activity into a Preventive
Maintenance Schedule.
1. Choose from LOV.
2. Choose Asset group &

Asset Number.
3. Save the transaction.

2.3.11 Define Asset BOM
Navigate Assets --> Asset BOM.
In the Item field as shown Choose the Asset group for which you want to create Bill
of Material.
The Asset BOM is created based on the Asset group number.
1. Asset Group
already defined
2. Enter Components used

for Maintenance
3. Save once all

details entered
2.3.12 Define Maintenance BOM
Navigate Activities --> Maintenance BOM.
In the Item field as shown Choose the Activity for which you want to create Bill of
Material.
The Maintenance BOM s created based on the Activity defined already.

1. Choose Activity defined
from LOV
2. Enter components &

Save
2.3.13 Define Maintenance Routing
Navigate Enterprise Asset management Setup-> Routings

Activities Maintenance routings
1. Choose Item from the

LOV
2. Associate with the

Resources. & Save

2.3.14 Define Asset Hierarchy
Parent Asset Associated

to the Asset number
Tree structure of the hierarchy should be explained here

2.4 Preventive Maintenance
2.4.1 Define PM header
Enterprise Asset Management (EAM) enables us to optimally plan and schedule

maintenance activities with least disruption to an organizations operations or
production. We can implement the effective preventive maintenance strategies by
effectively monitoring an assets operating condition. By defining the Preventive
maintenance activities the probability of failure or degradation of the assets physical
conditions can be reduced.
The frequency at which preventive maintenance should be performed is decided
based on meter readings, runtime intervals or calendar dates.
Meters are defined to measure any Asset that needs to be measured and periodically
serviced, based on the measurement.
Set name Definition.
Responsibility: Enterprise Asset Management
Navigation: Preventive Maintenance > Set Name Definition

Newly Created
PM Set name.
Preventive Maintenance Schedule Definition

Navigation: Preventive Maintenance > Schedule Definition
Click to Create New

Schedule

1. Enter Schedule Name
2. Enter a Set Name
3. Select an Asset Type: Capital or Rebuild able Item
4. Enter the Asset Group and Asset Number
5. Select the Schedule Type
6. Give the Effective From & To Date.
7. Select a WO status that best fits the business process. When PM Work Orders are generated,
they are created with the status that we specify here.
8. In the Activity region, select an Activity that is associated with the Asset Group.
Choose from LOV
Choose from LOV
Once all required details are entered SAVE the transaction.
2.4.2 Define PM Rule
If PM Schedule is Rule Based then the Date Rules tab get enabled.
In the below screenshot, as per the day rule defined, the PM Scheduler will create the
WO at an interval of 10 days.

Date Rule TAB with
values
2.5 Asset Attributes
2.5.1 Define Asset Attribute DFF
Attributes is classification of Assets based on some criteria. Its most commonly used
for reporting purposes.
The Assets are normally grouped based on Make and Model.
In our Example we will take Asset Group as AUTO TRANSFORMER and Asset
number as AUTO-100-CGL-003.
We need to capture the Make of the above said Asset through Asset
Attributes.
Query the asset number to which we want to define Attributes DFF

Attribute value is blank.
It is blank, so we have to create it, follow the below steps
Now, Navigate Setup Flex fields Descriptive segments.
2. Choose Title as
Asset Attributes.
1. Choose Application as
Inventory.
Now , Uncheck the Freeze Flex field definition check box and Enter
Make in the code column at the bottom.

1. Checkbox
unfreezes.
2. New Code to
Capture Make added.
3. Click
Enter the Segments value as Shown below and Save. With correct value set defined.
Already defined seeded

values chosen from
LOV
Then, Freeze the Flex field definition and Compile the Flex field definition.
2.5.2 Assign to Asset Group
Navigate Setup Attribute Assignments
Choose Asset Group as AUTO TRANSFORMER and in Column Attribute Group code
Choose
MAKE from LOV which is defined earlier.

2.5.3 Define Attributes for Asset Numbers
Navigate Asset numbers Choose the Asset AUTO-100-CGL-003 under Asset group AUTO
TRANSFORMER.
Click on Attributes button at the bottom and choose the newly created Attribute
Make from the LOV.

Newly created Attribute
to capture Make
details.
Enter the required MAKE details of the transformer AUTO-100-CGL-003.
Make as BHEL
Press OK and the Attribute value is captured.

3 PROCESSES
3.1 Work Request
3.1.1 Create & Update Work Request

Navigate Maintenance Super User responsibility Work Requests TAB
Ensure that
Correct Org is
Chosen

Click on Create
Work Request
Choose the
Asset number
Enter Comments if
Required

Work Request 9166
is created
Re- queries the

Request to
update. Update icon to
update the Work
Request

Change the
WR Type
Updated Field
Information

Work Request
is updated
3.1.2 Approve/Reject Work Request

Work Request Waiting
for Approval with
Approver.
Click on Awaiting Work

order to approve the
Work Request.

Work Request Status
changed from Open to
Awaiting Work order i.e. it is
approved
To check the Rejection Process, create a new Work Request.

Click to see the
details
Work Request in
Open Status.
Click on Reject.

3.1.3 Maintenance User Workbench View pending Jobs
Navigation Maintenance User Work bench Responsibility.
In the page as shown in figure we can find the Required Work orders specific to
conditions.
3.2 Create & Update Work Order
3.2.1 Creating a Work Order
Navigation Enterprise Asset Management Responsibility Work orders
Work orders are created as shown below by filling up the necessary details.
Please Note once the Asset number is chosen, the Corresponding Asset group will
appear in the field.

Created Work
order
3.2.2 Selecting the Activity
Asset Activity can be Chosen as follows:
Navigation Enterprise Asset Management Responsibility Work orders.

Asset Activity
Selection from LOV
Asset Activity
Chosen from LOV
3.2.3 Adding Material Requirement on Work Order
Navigate Work orders Query the Existing Work order.

Click on Materials
Add the Materials to
Work order
Materials required
can be added from
LOV

Materials quantity
can be entered and
changed
Once the Materials are added, please save the transaction.
3.2.4 Adding Resource Requirement on Work Order

Navigate Work orders Query the Existing Work order.
Choose the Work

order
Enter the details as

Shown & Save
Click Operations TAB

at the Bottom of the
Work order
Enter Resource
details as shown &
EAM Training manualEAM Save - 53 -
Click Resources
Button
3.2.5 Assign Employee to Work Order
In the Resources Screen Click on the Instances Button and Choose the Employee
name from Instance Name LOV as shown below
Choose Employee
name from LOV
Click Instances
Button
3.3 Work Order Transactions

3.3.1 Issue Material to Work Order

Navigate Enterprise Asset management Work orders.
1. Work order
number Created.
2. Click on Materials
to Allocate the
Material.
3. Choose Material
from LOV

4. Enter the
required
quantity.
From the above Screen you can find that Required, Allocated quantity columns
will show as 2 EA.
But Issued Quantity will show as 0. That means we need to issue against the Work
order.
Issue the Material through Maintenance Super user responsibility.
Navigate Maintenance Super user -> Stores
Choose One Step Material issue.
1. Query
the Work
order.
Enter the Quantity to be issued in Qty Field and Press Issue Button.

1. Quantity
issued.
We can check the Quantity issued from
Navigate Work orders
Query the Work order and Press Materials at the bottom
1. Quantity
issued to W/O
3.3.2 Charge Time/ Resource Transaction
Navigate Maintenance Super User Work orders choose the Work order.

1. W/O to be
charged
2. Choose Charge
time from LOV
from Operations
TAB
To charge resources, select an Operation and then select Charge Time from the
Select Operation list of values.
Select a Resource Sequence. The Resource, Unit of Measure, and Quantity (reflects
the number charged, normally in hours) default, based on the selected resource
sequence and the resources associated with the Work Order.
It is important in asset management to capture both estimated and actual time spent
on each operation of a Work Order. When resources are identified on a Work Order,
there is a time estimate of how long it takes to perform the work. In many cases, the
extent of the work load is unknown until the work starts. Resource charging enables
you to post actual usage time for employees, equipment, and miscellaneous
materials for specific operations on a Work Order.
4. Save the
transaction.
3. Choose all
the values from
LOV

3.3.3 Complete Work Order
Navigate Work orders and Release.
Please choose Asset number pertaining Asset groupPOWER TRANSFORMER as

mentioned in Failure Analysis.
1. Asset number belong to

Asset group Power
Transformer
2. Release the
W/O

Complete the Work order
Navigate Maintenance Super user Work orders.
1. Complete Work
order
3.3.4 Failure Details Entry
Navigate Maintenance Super user Responsibility Work orders.
Click on Update the Work order. Before completing enter the Failure details.
1. Failure details entry
2. Apply
3.3.5 Follow-up Work Order
Follow up Work orders are created as Child work orders when some other
Repair or defect is noticed in the Asset.
For Example, Parent Work order is created for Changing the Bearing on a Motor, but
when noticed, the shaft also need to be changed.

So follow-up or Child Work order is created for the same.
Navigate Enterprise Asset management Work orders.
Choose Already Existing Work order, Query using CTRL+F11.
To Create Follow-up or Child Work order
Go to Tools Create Child Work order.

3.3.6 Scheduler Workbench
Scheduler Workbench is an easy to use standard scheduling tool that is used to

manage jobs. In the eAM context, we focus mainly on the Maintenance Jobs.
Use the Scheduler Workbench to select specific work orders, expand, and collapse
work orders and operations, using a tree hierarchy structure.
Navigate to the Scheduler Workbench.
Enterprise Asset Management -> Work Order Planning -> Scheduler Workbench
A Filter Window opens up that gives the user to narrow down their search.
1. Click ok once the

required filter is
selected.
Against each Work Order a Gantt chart is displayed showing the Operation and
Resource durations.

Right-click on the Operation Sequence Bar and uncheck the Firm Checkbox to be able
to re-schedule the WO Operations.
Need more screen shot and explanation on scheduler work bench
3.3.7 Transferring WO Costs to GL
Steps for W/O Cost transferred to GL.

1. Create Work order and release . Add material to W/O
2. Issue Material to WO , Login Maintenance Super user Responsibility.
3. Check Actual material cost in W/O.

4. Complete the WO
5. Close the WO.
6. Choose Cost Management SLA Resp.
7. Run Create Accounting program.
8. Check for Journal entries in G/L
Since upto Step 4 we have already dealt in various topics we will Close the
W/O after Checking the Cost in W/O.
Navigate Work orders Query Work order in Complete status .
Navigate Maintenance Super user Work orders View Costs .
Cost for
Material

Now we have confirmed that Actual Material cost is Appearing in the W/O. For
the cost to appear in G/L entries as first Step Close the Work order.
Navigate Enterprise Asset management Work orders Close Work

orders.
Work order is
closed
For the Material Cost associated with W/O to appear in Journal, first step is to
run the Create Accounting program.
Navigate Cost ManagementSLA SLA Create Accounting.
Submit the request for Create Accounting.

Navigate View Request to check the Program run.
We could observe that the Program of Create Accounting is successful.
Choose the
relevant Ledger
Provide Batch
name
Navigate General ledger Responsibility Journal Enter.
Once the Create Accounting Program run is successful, we need to check

whether the lines are posted in Journals. Provide the details as shown below.

3.4 Preventive Maintenance Transactions
3.4.1 Forecast & Generate Preventive Maintenance Work Orders Maintenance
Workbench
Navigate Work orders Planning Maintenance Work bench.
1. Click and then

choose the Asset
number... 2. Click on
Implement.
In the above Forecast Work orders Screen wherever Create is mentioned

Work order can be created.
Select the Work Orders to be created by checking the checkbox against them and
Click on Implement
Work Orders will be created.

Work order is getting
created from PM.
Work order Created from Preventive maintenance run.
3.4.2 Complete PM Work Orders
Please refer 3.3.3 Complete Work Order Topic for further details.
3.5 OSP/Direct Item

3.5.1 Define Direct Item
Material requirements for a Work may include stocked, non-stocked direct

items, services, and direct items (description-based items).
Non-stock direct items can be included in the internal catalog, but the decision
is made to not maintain an inventory balance. These items are not transact
able, not stock able, but one can procure them.
Direct items are either non-stock or description-based.
Non-Stock Direct Items can represent items that are not stocked in inventory,
or services that need to be purchased from a supplier.
Non-Stock Direct Items are not stocked in inventory but are defined in the
Item Master as an inventory item, purchasable, and purchase but not
Stock able
Direct Items are contrived as "one-off", bought directly from a vendor for a
specific Work Order and Operation. They are delivered directly to the Shop
Floor from maintenance Work Order execution.
Define a Direct Item using the Non-Stock Item template. All the parameters
will default as per the template.
In the Purchasing Tab, Enter a price for the Item so as to be able to generate
Requisitions.
Navigate Inventory Master Items

Price is must to
generate Purchase
Requisition
Work order is created and the direct item is added as shown below.
Click to Enter
the Direct item

Note: When the Work Order is released, a purchasing requisition is created for the
Direct Items that are included in the material requirements and that have the Auto
Request Material check box selected
Purchase Requisition Direct item.
Once the WO is released, the Requisition Import will run in the background and
generate PR.
Navigation: Enterprise Asset Management -> Work Orders -> Costs -> Details -> Detail
PR requisition is
created
The PO Number is populated in the Self Service under the WO details

PO is created
Once the Purchase order is created we need to receive the item.

At the time of receipt, the destination type is Shop Floor
The cost of the Purchase Order is passed onto the Work Order under the
Material Cost.

3.5.2 Define an OSP Resource and assign to OSP Department
Define an Outside Processing Item using the Outside Processing Item template. All
the parameters will default as per the template.
In the EAM Resource Definition, (Enterprise Asset Management -> Setup -> Routing ->
Resources
Define an OSP Resource and link it to the Outside Processing Item in the
Outside Processing Section.
Also, add this Resource to a department.

3.5.3 Create an OSP/Direct Item Work Order
Note: The Person releasing the Work Order should be setup as a Buyer in
Purchasing so as to be able to generate Purchase Requisitions
3.5.4 Receipt of the OSP/Direct Item
The Maintenance user can view the Requisition Information from the Self
Service Maintenance.
In a similar fashion, as for the Direct Item, the Purchasing User will create a
Purchase Order for this Requisition and get it approved

Receipt OSP Item.
Rate contractor flow need to be explained here
3.6 Maintenance Super User
3.6.1 View & Approve Notifications
Refer Section 3.1.2 Approve/Reject Work requests Under Topic 3.1 Work Request.
3.6.2 View Asset Details
Navigate Maintenance Super User Responsibility.

Choose the TAB Assets as shown below.
Enter the Asset to

which we need the
details.
Choose the
Asset to know
the details and
click
Once the Asset is selected it will display all the details as shown below.
Asset number
details
3.6.3 Configuration History View & Update
Navigate Maintenance Super User Responsibility.
Choose the TAB Assets as shown below.

Enter the Asset to which
we need the details.
(Parent Asset)
Choose the Asset to know

the details and click
From the View LOV Choose Configuration History as shown.
Click Go. Choose Configuration

History from LOV

Update the Configuration History.
We can add the Child Assets to the Existing Parent Asset.
Click to Add child

Assets to the Parent
Asset.

Click Apply to add
the Child Asset.
We will associate one more Child Asset to the Parent Asset and we can observe that
Child Assets will appear as shown.
Child Assets
added
successfully.

To find how the Configuration is built GoView LOV Choose Hierarchy
Child to check for

the Hierarchy.
Parent Child
Relation Built.
How to update in the configuration history and change the asset hierarchy need to be
incorporated here
3.6.4 Failure Analysis
Failure Analysis enables us to track an asset failure from the time it is reported until
its resolution.

Statistics from the collected failure data provides us with information on why an
event occurs and causes your asset failure. One can then take the necessary steps to
eliminate that event.
For specific Asset Groups or Rebuild able Items, each failure (problem) has a defined
number of root causes, with each root cause having a defined number of resolutions
(remedies).
When failure is reported, each work order represents one single failure occurrence
(event) for the asset specified on the work order.
The cost to repair an asset that fails to a normal, operational state is assumed to be
the charges accumulated in the work order that is associated with the failure.
Definition of Failure coeds.
Navigate Maintenance Super User responsibility Failure Analysis.
Then Choose Failure tracking setup as shown below.
Now to define New Failure codes choose the TAB Define failure codes
1. Choose Failure
tracking set up.
2. Choose Define
Failure Codes.
Now To Define new Failure codes choose the TAB Define failure codes.
There are three main Failure Code Types: Failure Code, Cause Code, and Resolution
Code.

2. Failure set we defined
Already
Failure code
types
Now, please define the Failure code Transformer Heated up as shown below.
2. Enter
1. Failure Description
code types of failure
code types
3. Save
Definition of Failure Sets.
User-defined Failure codes, Cause codes and Resolution codes are organized into
multiple tree structures called Failure Code Sets, which are then assigned to Asset
Groups.
Each set provides Asset Group-specific information on the possible failures of

An Asset Group, the possible causes of each failure, and the possible resolutions for
each cause.
Assets within an asset group inherit the assigned Failure Code Set.
Navigate Failure tracking set up Create Failure Set up.
Provide name for the Failure Analysis and Choose the Already defined code

Failure: Transformer Heated up.
Cause: Less oil level. 3. Save
Resolution: Increase Oil level.

1. Name for Failure
Analysis
2. Choose Already
defined Codes
Failure codes in
graphical form
Assigning Asset groups to Failure codes.
Navigate Failure tracking setup Name Enter Transformer over Heating

1. Already
defined Failure
name
2...Click
Update
3. Save.
1. Choose the
Existing Asset
group 2. Yes or NO.
If the Failure Code Required parameter is set to Yes, at the time of completion of
the Work Orders of the Assets of this Asset Group, the system will make mandatory
the Failure Details and the user will not be able to complete the WO until these
details are entered.
Entering and Collecting Failure information
Navigate Work orders Release.
Please Choose Asset number pertaining to Asset group POWER TRANSFORMER

as mentioned in Failure Analysis.

1. Asset number
belongs to Asset
group Power
Transformer
2. Release the
W/O
3. Failure Entry
required is YES as
mentioned in Failure
Set
Now Navigate Maintenance Super user Work orders.
In this Step we will complete the Work order and collect the Failure codes for
Analysis.
1 Complete
Work order

Complete the Work order and enter the Failure Information
2. Failure details
Entry
3. Apply
Failure analysis part is missing here
3.6.5 Asset BOM & Attachments
Navigate Assets --> Assets BOM.
In the Item field as shown Choose the Asset group for which you want to create Bill
of Material.
The Asset BOM is created based on the Asset group number.
1. Asset Group
already defined
2. Components used
for Maintenance

The Components mentioned in Asset BOM will be there during Work order
release in
Select Materials TAB.

Navigate Work orders Retrieve work order created using Asset group as POWER
TRANSFORMER
1. Click on Select
Materials
2. Components
defined in Asset
BOM will appear.
Attachments in Asset BOM.
Navigate Assets Asset B0M and retrieve already created one.

1. Click on
Attachment
Icon.
2. This Page
will appear
Enter the details as shown. We will check for the Short text Attachment.
In the Main TAB Choose Category as Miscellaneous.
In Source TAB, Choose Short text as Data type.

Enter the Short text in the Yellow box as shown below.
1. Short text
attachment.
Save the form and we will check whether the Attachment is correct or not in the
Asset BOM...
Once Again Navigate Assets Asset BOM... Check whether the Attachment is there.
1. Attachment exists
and Click

Click on the Attachment Icon and you will find the below details.
1. Short text in
Attachment
3.6.6 Move Asset
Asset moves from One organization to Another if there is any need to replace the
failed Asset or borrow an Asset for Particular project or job.
An Asset moved out of inventory can be tracked since eAM no longer depends on
Inventorys serial number to identify an asset and with the unique internal ID,
eAM doesnot lose the track of the asset.
Creating Asset Group in Source organization and assigning the same to the
Destination org.
Here we have taken 164 as Source organization and 161 as Destination organization.

Navigate Inventory Master Items Choose the Asset group AUTOTRANSFORMER and
assign to Destination organization 161.
Asset Group in which

Asset to transfer is
Present
1. Source
organization
2. Destination
organization

Asset Number created in Source Organization.
Define the Shipping network for Inter-Org transfer as required to transfer

the Asset from Org 164- Org 161
Navigate OPTCL India Inventory responsibility Oracle Inventory Setup Organisations

Shipping Networks.

Move Asset
Note : Before Moving Make Sure that Sufficient Quantity of Asset lie in the Source
organization. If not perform Misc. receipt and increase the on hand as required.
Navigate Maintenance Super user responsibility Assets Choose the Asset to Move from the
LOV.
The Click on Go and the Asset will be ready to Move .
3.Click Go
1.Asset number
to transfer
2.Choose
Move Asset

Fill in the details as shown below and click Apply.
Asset move to the Destination org is successful.
1.Fill in the
details. 2.Click
Apply.
Asset transferred to the Destination org can be confirmed from
Navigate Oracle inventory Onhand Availability Onhand .

3.7 Predictive Maintenance
For the Predictive Maintenance, the maintenance history of the Asset is analysed.
After observing the behavior and performance of the Asset, they create predictive
maintenance Schedules.
Whenever some work is due, they Plan for shut down and complete the work.
The Team conducts a special condition monitoring test of major equipment with
sophisticated equipment. Depending upon the test results, they take necessary
action on the equipment to maintain its health.
Steps in Predictive Maintenance

Analyse the Maintenance History of the Asset.
Analyse the Asset failure Analysis data.
Create Schedule for Condition Monitoring.
Capture the datas in Collection plan.
Create Work request if any Abnormality is found.
Work order is created
Complete the work order .
Maintenance History of the Asset.
The Maintenance history of the Asset can be taken from the report
Maintenance Work Order Detail Report available in the System .
Navigate View Requests Submit request Run Maintenance Work Order Detail Report from
eAM Responsibility.
We assume that the Asset AUTO-100MVA-BHEL-001 ( Transformer) has failed

frequently ( with more number of Work orders raised ) in the past and failure count
is high for the same .
Reason for failure seems to be the Overheating of the transformer .
Now we will create Maintenance schedule to check for the oil temperature in
the transformer regularly .
Navigate eAM responsibility Preventive Maintenance Schedule definition.

As per the defined Schedule the Oil temperature is monitored at regular
intervals and entered in the collection plan Condition Monitoring.
Navigate eAM responsibility Setup Collection plan Condition Monitoring.

Oil temperature data captured at regular intervals in the collection plan.
Navigate Quality Results Enter Quality results.
From the quality results we could find that on 18-Oct-2010 the Oil temperature is
at 120 C which is Abnormal.
Now we need to create Work request for the Asset since it has shown abnormal
temperature data .

Once the required Maintenance is carried out , Complete the Work order .
3.8 Outage Planning
3.9 Disaster Management
4 QUALITY
4.1 Setting up
4.1.1 Define Collection Elements (Log Book Fields)
Navigate Enterprise Asset management responsibility Quality Setup Collection elements
Two types of collection elements exist in the system.
a) Seeded Collection elements like Asset num, Asset Activity etc...
b) User defined collection elements like Moisture content, Current.
Both the Collection element types are defined in same form.
Press Ctrl+F11 to query the Seeded Collection element.

1. Seeded Collection
element Asset Num
2. Column name in
collection plan
Defining User defined Collection elements.
We will create collection element Moisture content and its User defined Collection
element.
Navigate Enterprise Asset management responsibility Quality Setup Collection elements
Enter the Collection element Name as Moisture Content.

Element type Attribute.
Data type as Number since we are going to express the Moisture content in
%.
Once the above details are entered save the same. Now the Collection element can
be used in Collection plan for further usage.

1. User defined
Collection element
2. Column name in
Collection plan.
Number data type for

Percentage value
4.1.2 Define Collection Plans (Log Books)
Navigate Enterprise Asset management responsibility Quality Setup Collection Plans.
Once the Collection elements are defined we need to include them in Collection plans.
As first step Create the Collection plans as shown below.

Once all the required details are entered save the Collection plan.
This plan will be used for Data entry and storing quality results.
1. Collection plan
name
3. Status of
2. Choose required Collection
Collection element elements in Plans
from LOV

4.2 Data Entry
4.2.1 Entering Data in the Log Book
Navigate Enterprise Asset management responsibility Quality Results-> Entry.
Choose the Collection plan from LOV as shown below.
Already defined
Collection plan name
Once the Plan is Chosen Enter the Collection results in the respective
collection elements column as shown below.
Save when all the required results are entered.
Collection
elements
already defined
Values from
LOV

Some other
Collection elements
in the same
Collection plan
4.3 Data Analysis
4.3.1 View/Export Log Book Data
Navigate Enterprise Asset management responsibility Quality Inquiries -> View Quality
Results.
Choose the Collection plan for which Results are entered.
New Value that

were entered.
4.3.2 Trend Analysis
Navigate Enterprise Asset Management responsibility Quality Charts Trend

charts.

1.Chart name and
Collection plan
name.
2.Collection element
for which Trend need
to be analyzed.
3.Click on View
Chart Button.
Click on the View Chart Button at the bottom.
The Trend Chart will be displayed in Separate Screen in Graphical format.
Chart title we
defined.
Trend chart Voltage

Vs Entry Date
5 REPORTS

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Training Manual

Oracle Enterprise Asset Management

eShakti ERP Implementation

Document 1.0 Version Rev 1.0

EAM Training manualEAM -1-

Ver.Rev Date Author Description with Reason

EAM Training manualEAM -2-

1 ORACLE APPLICATIONS STARTUP INFORMATION .......................... 5

EAM Training manualEAM -3-

EAM Training manualEAM -4-

1.1 Login to Oracle Applications

1.1.1 Log in To Oracle Application:

Enter the URL for Application in address bar

Enter Username and Password and click login

Enter old password, new password and click on submit.

EAM Training manualEAM -5-

1.1.2 Basics of Oracle Applications Navigation

EAM Training manualEAM -6-

When you open form-based screens from self-service, a window as shown

EAM Training manualEAM -7-

A typical form appears as shown below: -

EAM Training manualEAM -8-

EAM Training manualEAM -9-

EAM Training manualEAM - 10 -

Ensure that the

2.1.2 Define Organization Access

To be able access EAM module from any Organization, Organization Access is to be

EAM Training manualEAM - 11 -

Save Icon on the

2.2 EAM Setup

2.2.1 Define WIP Parameters

Switch Responsibility to Enterprise Asset Management

Select the Responsibility from the List and click on OK

EAM Training manualEAM - 12 -

Setup -> WIP -> WIP Parameters

EAM Training manualEAM - 13 -

2.2.2 Define WIP Accounting Classes

Navigate to the WIP Accounting Classes form.

EAM Training manualEAM - 14 -

EAM Training manualEAM - 15 -

Navigate to the EAM Parameters form

Setup -> Parameters

Use the WIP Accounting

Each of the sections are explained in detail-

EAM Training manualEAM - 16 -

Indicate whether Work Requests are automatically approved upon creation, or if

Select a Default Department. Oracle recommends that we select a default

EAM Training manualEAM - 17 -

2.2.4 Define Category Codes

Navigate to the Category Codes form

Navigation: Setup -> Category -> Category Codes

EAM Training manualEAM - 18 -

EAM Training manualEAM - 19 -

Navigate to the Category Set form.

Navigation: Setup -> Category -> Category Set

EAM Training manualEAM - 20 -

EAM Training manualEAM - 21 -

2.2.6 Define Default Category Set

Navigate to the Default Category Set form.

Setup -> Category -> Default Category Set

EAM Training manualEAM - 22 -

Navigation: Enterprise Asset Management -> Setup -> Lookups

EAM Training manualEAM - 23 -

2.3.1 Define Asset Groups