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Oracleâ Enterprise Asset Management

User’s Guide

Release 11i

February, 2002 Part No. A95930-01

Oracle Enterprise Asset Management User’s Guide, Release 11i Part No. A95930-01 Copyright © 2001, Oracle Corporation. All rights reserved. Primary Author: Amy Sonczalla

Contributors: Hart Levy, Lenore Siegler, Connie Afshar, Naveen Gupta, Suresh Sundaram, Di Zhao, Kenichi Nagumo, Saurabh Raval, Anirban Dey The Programs (which include both the software and documentation) contain proprietary information of Oracle Corporation; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent and other intellectual and industrial property laws. Reverse engineering, disassembly or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. Oracle Corporation does not warrant that this document is error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Oracle Corporation. If the Programs are delivered to the U.S. Government or anyone licensing or using the programs on behalf of the U.S. Government, the following notice is applicable: Restricted Rights Notice Programs delivered subject to the DOD FAR Supplement are "commercial computer software" and use, duplication, and disclosure of the Programs, including documentation, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement. Otherwise, Programs delivered subject to the Federal Acquisition Regulations are "restricted computer software" and use, duplication, and disclosure of the Programs shall be subject to the restrictions in FAR 52.227-19, Commercial Computer Software - Restricted Rights (June, 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065. The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy, and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and Oracle Corporation disclaims liability for any damages caused by such use of the Programs. Oracle is a registered trademark, and Enabling the Information Age, Oracle7, Oracle8, Oracle8i, Oracle 9i, Oracle 9iAS Discoverer, Oracle Financials, Oracle Quality, Oracle Mobile, Oracle Discoverer, PL*SQL, Pro*C, Pro*C/C++, SQL*Net, and SQL*Plus are trademarks or registered trademarks of Oracle Corporation. Other names may be trademarks of their respective owners.

................ xix Maintaining Oracle Applications..................................................................................................................................................................................................................................................................................................................................................................................................................................... xviii Installation and System Administration ........................................................ xvii Online Documentation............... xvii Related User’s Guides.................................................................................................. xx Oracle Applications User Interface Standards for Forms-Based Products ................................................................................................................................................................................................................................................Contents Send Us Your Comments ................. xix Oracle Applications System Administrator’s Guide.......................................................... xviii Oracle Applications Concepts .................. xv How To Use This Guide ......................................................... xviii Oracle Internet Procurement Implementation Manual ................................... xx Multiple Reporting Currencies in Oracle Applications............ xx Oracle Applications Product Update Notes............... xix Oracle Alert User’s Guide .................................... xv Audience for This Guide .............................................. xviii Guides Related to All Products .................................... xix Oracle Applications Developer’s Guide ............................... xx Other Implementation Documentation............................................................................................................. xx v ....................................................................................................................................................................................................................................................................................................................................................................................................... xv Documentation Accessibility .. xviii Installing Oracle Applications.......................... xviii Oracle Applications User’s Guide ..................................... xvii Other Information Sources ................................. xiii Preface.................................. xviii User Guides Related to This Product ........................................................................................................................................................... xix Upgrading Oracle Applications ........................................................................................................................................................................................................

......................................................................................................................................................................... Self Service Maintenance ................................................. 7 Defining eAM Parameters ................... xxi Oracle Applications Message Reference Manual......... 5 Setting Up Organizations ............................................................................................ xx Oracle Applications Flexfields Guide................................................................................................................................................................ xxiii Your Feedback .................... xxi Support.......................... xx Oracle Workflow Guide............ 11 vi ........................................................................................................................................................................................................................................................................................... xxii About Oracle........................................................................ xxi Oracle Order Management Suite APIs and Open Interfaces Manual................ xxi Training and Support.......................................................... 5 To set up Organizations:................................................................................ Component Tracking............................................................. 2 2 2 3 3 3 4 2 Setting Up Oracle Enterprise Asset Management Setup Overview ........................................................ xxi Training................................................................................................................................................................................................................................................ eAM Work Management ....Multiple Organizations in Oracle Applications........................................................................................................................................................................................................................................................................................................ xxi Oracle eTechnical Reference Manuals ........................ xxi Oracle Manufacturing APIs and Open Interfaces Manual............................................................................................................................................................................ Asset Hierarchies.................................................................................................................................................................................................................................................................................................................................................. xxiii 1 Oracle Enterprise Asset Management Overview of Oracle Enterprise Asset Management.............................................................................................................................................................................................................................................. 11 To set up Asset Areas:.................................................. Asset Management ................................................................................................................................................................................................ Planning ............................................. 3 Organization Setup.................................................................................................. 11 Setting Up Asset Areas ............. 9 General eAM Setup .............................. 5 Enabling Organizations for Enterprise Asset Management......................................................................... xxii Do Not Use Database Tools to Modify Oracle Applications Data .................................................................. 9 To define eAM parameters:.. 7 To define an eAM enabled organization:.................

....................................................................................................................................................... Asset Activity Types .......................................................... Work Request Statuses............................................................................................. Work Request Note Types...................................................................................................................................................... Defining Lookups.............. Work Request Types ................................................................................................ Defining Department Approvers .............................................. To set up Asset Items individually: ........................................... To define work request statuses:................................................................................................................ To define asset activity cause codes:................................................................................................. Asset Setup.................... Asset Activity Causes ........................................................................................................................ Work Order Priority Codes..................... To associate the Asset Attribute Group to an Asset Group: .................................................................................................................. To define departments (crews) and resources (crafts):.................................................................................................................................................................................................. Asset Criticality Codes.......................................................................... To define work order failure codes:.................................................... To set up Category Sets: ................................................................................................................................................................................................................................................................... To set up Asset Attributes:..................... To define Department Approvers:...................................................................................................................................................................Defining Departments and Resources................ To define a work request type:... To define asset activity types:................ 12 12 14 14 16 16 16 17 18 19 19 20 20 21 22 22 22 23 24 25 25 27 27 27 28 30 30 32 33 33 36 37 37 38 41 vii ................................... Work Order Failure Codes .......................... To create work order priority codes: ...................................................... Defining Asset Numbers ................................................................................................................................................................................................................ Setting Up Asset Attributes .............................................................................................. To set up Asset Groups: .......................................................................................................................................................... To deactivate an asset number: ..................................... To define asset criticality codes:................................................................................... To copy Asset Items from existing Asset Items: ......................................................................................................................................................................................................... To associate Asset Groups to multiple organizations:...................................................................................... To view work request note types:......................................................................................................................................................................................... To set up Category Codes: ............................ Defining Asset Groups ...................................... Setting Up Category Codes and Sets .......................................................................................................................................................................................................................................

.............. Setting Up Asset Bills of Material..................................................................................... 7 To store tagout documents using the Attachments feature: ......................................................................................................................................................... 13 viii ............................................................................................................................................................................................. 10 To link a work request to a work order: ......... Creating eAM Quality Collection Plans ................................................................................................................... To set up rebuild items: ..................................................................................................................................................................To utilize the multiple asset entry method: ............................................................................. 10 Preventive Maintenance Work Orders ...................................................................... To set up an Asset BOM: ........................ Asset Item/Asset Activity Association ...................................................................... To associate Asset Items with Asset Activities: ........................................................................................................................................ Rebuildable Item/Asset Activity Association............................................................................................................................. To create a collection plan: ....................................................................................................................................................................................... 5 Routine Work Orders ............ Defining Asset Activities ..... Setting Up Activity Bills of Material ....... To deactivate an asset number: ................................. Defining Asset Routes.................................................................................................................................................................................................................. Defining Rebuildable Items................................................................. To associate Rebuildable Items to multiple organizations: .......................................................................................... Defining Activity Routes ................................................................................................................................................. To associate Asset Activities to multiple organizations: ... 12 Rebuild Work Orders .................................................................................................................................................................................................................... To set up Asset Activities: ............................................................................................................. To define an activity route: .................................................................... To define Asset Routes: .............................................. 7 To manually create a work order: ..................... 41 42 43 43 45 46 46 48 48 50 51 53 53 57 57 59 59 59 61 62 62 64 64 64 3 eAM Work Management Overview eAM Work Management ....... 10 To de-link a work request from a work order:.......................... Rebuildable Item Setup............................................................ To associate Rebuildable Items with Asset Activities: ............................................................................................................................................... Quality Setup............................................................................................................................................................................................................. To set up an Activity BOM:............................................................................................................................................................................ 3 eAM Work Orders .

........................... To uncomplete an operation: ....................................................................................................................................................... Easy Work Orders ............................................................................................................................................................... Work Order Completion ................................. eAM Work Order Statuses ..................................... To complete a work order: ....................... Viewing Work Order Operations................................................................... Using the Maintenance Workbench.................................................... Viewing Resource Requirements ....................................................................................................... To uncomplete a rebuild work order: ............................... Defining Resource Requirements.................................... To view resource requirements: .............................................................................................................................................................................................................................. Viewing Material Requirements ............................................................................................................................................. eAM Work Order Transactions......... eAM Operations and Tasks .................................................................... To view operations:.......................................................................................................................................................................................................................................... Viewing Resources Transactions................................................................................................................................................................. To uncomplete a work order: ......................................................................................................................................................................................... To create a resource transaction: ............................................................................................................................................................................................... Rebuild Work Order Completion ...................... Preparing Work Order Operations .......... To prepare operations:........................................................................................................ eAM Work Order Planning ...................................................................................................................................................................................................................... Defining Material Requirements ..............................................................To create rebuild work orders: ...................................................................... To create a material transaction: ............................................... To complete an operation:.... To define resource requirements: ............................................................................................... To view work order material requirements: ........................................................................................................................................................................................ Transacting Material ............................................................................................................................................................................................................................................... To use the maintenance workbench: ............... Operation Completion ....................................................................... To view a completed resource transaction: ..... To define work order material requirements:................................................................................... Transacting Resources ................................................................ 13 18 19 21 21 21 25 25 26 27 29 29 31 31 34 35 37 37 37 38 40 40 42 42 43 44 45 45 46 46 47 48 49 49 49 ix .......................................................................................................................................... To complete a rebuild work order: .......................................................................

..... 5 eAM Planning......................................... 7 To use the scheduler workbench:................................ 2 Meters......................................................................................................................................................................................................... 3 See Also: ........................................................................................................................ 18 To generate work orders:......................................................... 3 To enable eAM scheduling:............................................................................................................................................................................... 9 PM Scheduling . 18 5 eAM Planning and Scheduling Overview of eAM Planning and Scheduling ............................................................................. 7 To enter a stand-alone meter reading:............................. 12 Entering PM Scheduling Definitions ...........................................................................................................................................................................................................4 Preventive Maintenance Overview of Preventive Maintenance ....................................................................................... 12 To define a PM Schedule on an asset number:.................. 9 To view failed meter readings: ...................................................................................................................................................................................................................................... 7 Meter Reading Interface................................................... 7 Using the Scheduler Workbench ...................................................................................... 12 PM Scheduler Logic Used When Creating Suggested Work Order Dates .................................................... 16 To enter a suppression activity:.. 5 Entering Meter Readings ............................................................................................................................................................................................... 14 Example Meter Usage Rate Calculation:...................................... 10 x .......................................................................................................... 3 Defining Meters.................................................. 2 eAM Scheduling ................... 3 To define a meter: .......................................................................... 3 Enabling eAM Scheduling..................................... 17 Generating Work Orders ....................................................................................................................................................................................................................................................................................................................................................................................... 5 To associate meters with assets: ..................... 3 Associating Meters with Assets......................................................................................... 3 Example of WPS Schedule Engine logic: .............. 7 See Also: .......................................................................................... 16 To define a PM schedule on an asset route:..................................................................................................................................................................................................................................................................................................................................................................................................

.................... To display or update the configuration history:........................................... Obtaining Work Request Information....................................................................................... 3 To enable direct item procurement:.................................... To obtain Work Request Information using the simple search: ...................................................... Viewing Cost Information.................................................................................................. Overview of eAM Self Service Maintenance ......................................... Viewing Associated Work Requests .....................................................................................................................................................................................6 Direct Item Procurement for eAM Work Orders Overview of Direct Item Procurement for eAM Work Orders ............................................................................................................................................................................ Assets............................................................. Displaying the Asset Hierarchy ........................................................................ 9 To enter purchase orders for direct items through Oracle Purchasing: ............................... To view or create work requests for the current asset: ........................................... To view asset costs: ..... 9 To enter purchase orders for direct items through Oracle Self Service Purchasing:............... To obtain Asset Information: .................................................................................... 2 Enabling Direct Item Procurement ........... To display the asset hierarchy: ..................................................... To view collection plans: ............................................................................. Viewing Quality Information ................................................... Work Requests ....................................................................................................... 4 To enter requisitions for direct items through Oracle Self Service Purchasing: .............. Viewing Asset Details ..................................................................................................................................................... 4 To enter requisitions for direct items through Oracle Purchasing:...................................... To select an organization and view work request information:................................................................................................................................................ 1 2 3 3 5 5 5 7 7 8 8 9 9 10 10 13 13 15 15 18 18 18 xi .............. 5 Entering Purchase Orders for Direct Items............................................................................................................................................................................................................................................................. To display asset details:.............................................................................................................................................................................. 10 eAM Direct Procurement Accounting....................................... 3 Entering Requisitions for Direct Items ............................................................... Home Page............................................................................................................................................................................................................................................................................................................... Obtaining Asset Information ...................................................... Viewing and Updating the Configuration History .............................................. 14 7 eAM Self-Service ..............................................................................................................................................

........................................................................... Work Orders.............................................................................................................................................. Creating and Updating Work Requests: ................... To charge resources:........................................................................................................................... Viewing Work Orders ....... To assign employees to a task:................................................................................................................................................................................................................................................ Managing Operations..................................................................................................................................... To complete or uncomplete an operation: ..................... To create an Easy Work Order:....................... To view work orders: .................................................To obtain Work Request Information using the advanced search: ................................................................. Viewing Asset and Rebuildable Work Orders .............................................. Creating Easy Work Orders .................................................................................................................. 1 Default Navigation Paths for Standard Application Windows............................................................................................... 1 xii ............. Work Plans .................................................... To re-assign work to another department: ................................................................. To obtain a list of Asset Work Orders: .................................................................................. 19 20 21 21 21 22 22 25 25 25 28 28 29 30 32 33 A Windows and Navigation Paths Windows and Navigation Paths.................................................. To manage operations:...................................................................................................................................................................................................................................................................................................

and (optionally) electronic mail address. xiii . where? Are the examples correct? Do you need more examples? What features did you like most? If you find any errors or have any other suggestions for improvement. please contact your local Oracle Support Services. Release 11i Part No. and page number (if available).com FAX: 1-650-506-7200 Attn: Oracle Enterprise Asset Management s Postal service: Oracle Corporation Manufacturing Applications Documentation and Curriculum 500 Oracle Parkway Redwood Shores. s s s s s Did you find any errors? Is the information clearly presented? Do you need more information? If so. and the chapter. address. 94605 United States If you would like a reply. Your input is an important part of the information used for revision. section. please give your name. please indicate the document title and part number. telephone number. A95930-01 Oracle Corporation welcomes your comments and suggestions on the quality and usefulness of this document. You can send comments to us in the following ways: Electronic mail: mfgdoccomments_us@oracle.Send Us Your Comments Oracle Enterprise Asset Management User’s Guide. s s If you have problems with the software.

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s s The Oracle Applications graphical user interface. To learn more about the Oracle Applications graphical user interface. If you have never used Oracle Enterprise Asset Management. s xv . How To Use This Guide This guide contains the information you need to understand and use Oracle Enterprise Asset Management.Preface Audience for This Guide Welcome to Release 11i of the Oracle Enterprise Asset Management User’s Guide. read the Oracle Applications User’s Guide. This guide assumes you have a working knowledge of the following: s The principles and customary practices of your business area. See Other Information Sources for more information about Oracle Applications product information. Chapter 2 describes the required components and the necessary steps for setting up Oracle Enterprise Asset Management. Oracle Enterprise Asset Management. s Chapter 1 provides an overview of Oracle Enterprise Asset Management. Oracle suggests you attend one or more of the Oracle Enterprise Asset Management training classes available through Oracle University.

Chapter 5 presents Oracle Enterprise Asset Management’s method of ensuring cost savings and work management efficiencies for your organization. or in both locations.. predictive work activities are generated and then used in a planning process to balance the work load for resource management.. . Through planning and scheduling. boldface text <> [] xvi . Chapter 6 introduces Oracle Enterprise Asset Management’s Direct Item Procurement method. s s s s s Conventions The following conventions are used in this manual: Convention . Horizontal ellipsis points in statements or commands mean that parts of the statement or command not directly related to the example have been omitted Boldface type in text indicates a term defined in the text. . the glossary. Appendix A provides a list of navigation paths used to access programs in Oracle’s Forms application. Meaning Vertical ellipsis points in an example mean that information not directly related to the example has been omitted. Chapter 4 illustrates Oracle Enterprise Asset Management’s Preventive Maintenance solution. Angle brackets enclose user-supplied names. used to enable you to order items directly to your maintenance organization. Brackets enclose optional clauses from which you can choose one or none. Chapter 7 details Oracle Enterprise Asset Management’s self service maintenance capabilities.s Chapter 3 discusses Oracle Enterprise Asset Management work orders and the Maintenance Workbench. .

services. Online help patches are available on MetaLink. s Online Help .The new features section in the HTML help describes new features in 11i.com/accessibility/. and contains markup to facilitate access by the disabled community. and support services. Standards will continue to evolve over time. To that end. use only the Release 11i versions of those guides. The new features matrix document is available on MetaLink. this document describes the new features. visit the Oracle Accessibility Program Web site at http://www.This document lists new features available by patch and identifies any associated new documentation. to the disabled community. For example. This information is updated for each new release of Oracle Enterprise Asset Management. our documentation includes features that make information available to users of assistive technology. s Readme File . 11i Features Matrix . to increase your knowledge and understanding of Oracle Enterprise Asset Management. This documentation is available in HTML format. The new features section also includes information about any features that were not yet available when this guide was printed. training. Other Information Sources You can choose from many sources of information.Documentation Accessibility Our goal is to make Oracle products.Refer to the readme file for patches that you have installed to learn about new documentation or documentation patches that you can download. and supporting documentation accessible. including online documentation. with good usability.oracle. xvii . and Oracle Corporation is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. if your administrator has installed software from a mini-packs an upgrade. If this guide refers you to other Oracle Applications documentation. For additional information. Online Documentation All Oracle Applications documentation is available online (HTML or PDF).

you may want to refer to other user’s guides when you set up and use Oracle Enterprise Asset Management. It provides a useful first book to read before an installation of Oracle Applications. Guides Related to All Products Oracle Applications User’s Guide This guide explains how to enter data. If you require printed guides. run reports. This guide xviii . and navigate using the graphical user interface (GUI) available with this release of Oracle Enterprise Asset Management (and any other Oracle Applications products). features. as well as running and reviewing reports and concurrent processes. or by using a Web browser with a URL that your system administrator provides. architecture. You can access this user’s guide online by choosing”Getting Started with Oracle Applications” from any Oracle Applications help file.Related User’s Guides Oracle Enterprise Asset Management shares business and setup information with other Oracle Applications products.com. This guide also includes information on setting user profiles. and terminology for Oracle Applications Release 11i. User Guides Related to This Product Oracle Internet Procurement Implementation Manual Use this manual for further direction on enabling internal users to independently order items from both internal and external catalogs. query. Installation and System Administration Oracle Applications Concepts This guide provides an introduction to the concepts. You can read the guides online by choosing Library from the expandable menu on your HTML help window. technology stack.oracle. Therefore. you can purchase them from the Oracle Store at http://oraclestore. by reading from the Oracle Applications Document Library CD included in your media pack.

Installing Oracle Applications This guide provides instructions for managing the installation of Oracle Applications products. customize menus and online help.7 or Release 11. You should use this guide in conjunction with individual product user’s guides and implementation guides. and the Oracle8i Server technology stack by automating many of the required steps. License Manager.7 (NCA. xix . In Release 11i. This guide describes the upgrade process and lists database and product-specific upgrade tasks. AutoPatch. and other information that you need to run the AD utilities. Maintaining Oracle Applications Use this guide to help you run the various AD utilities. AD Relink. or character mode) or Release 11. screenshots. Oracle Alert User’s Guide This guide explains how to define periodic and event alerts to monitor the status of your Oracle Applications data. such as AutoUpgrade. which minimizes the time to install Oracle Applications. SmartClient. AD Controller. and others. and manage concurrent processing. to upgrade to Release 11i. the Oracle8 technology stack. This guide also provides information on maintaining the Oracle applications file system and database. This guide contains instructions for using Oracle Rapid Install and lists the tasks you need to perform to finish your installation. AD Administration. You must be either at Release 10.7. and Self-Service Web Applications.0. much of the installation process is handled using Oracle Rapid Install. You cannot upgrade to Release 11i directly from releases prior to 10. languages and character sets.also introduces the concepts behind Applications-wide features such as Business Intelligence (BIS). It contains how-to steps.0 products to Release 11i. It contains information on how to define security. Upgrading Oracle Applications Refer to this guide if you are upgrading your Oracle Applications Release 10. Oracle Applications System Administrator’s Guide This guide provides planning and reference information for the Oracle Applications System Administrator.

Multiple Organizations in Oracle Applications This guide describes how to set up and use Oracle Enterprise Asset Management with Oracle Applications' Multiple Organization support feature. This manual details additional steps and setup considerations for implementing Oracle Enterprise Asset Management with this feature. profile options. Other Implementation Documentation Oracle Applications Product Update Notes Use this guide as a reference for upgrading an installation of Oracle Applications. It describes the UI for the Oracle Applications products and how to apply this UI to the design of an application built by using Oracle Forms.0 and Release 11i. so you can define and support different organization structures when running a single installation of Oracle Enterprise Asset Management. use this manual before implementing Oracle Enterprise Asset Management.You also use xx . and changes made to database objects. Oracle Workflow Guide This guide explains how to define new workflow business processes as well as customize existing Oracle Applications-embedded workflow processes. It includes new features. and seed data for this interval. Multiple Reporting Currencies in Oracle Applications If you use the Multiple Reporting Currencies feature to record transactions in more than one currency.Oracle Applications Developer’s Guide This guide contains the coding standards followed by the Oracle Applications development staff. It provides a history of the changes to individual Oracle Applications products between Release 11. Oracle Applications User Interface Standards for Forms-Based Products This guide contains the user interface (UI) standards followed by the Oracle Applications development staff. It describes the Oracle Application Object Library components needed to implement the Oracle Applications user interface described in the Oracle Applications User Interface Standards for Forms-Based Products. It also provides information to help you build your custom Oracle Forms Developer 6i forms so that they integrate with Oracle Applications. enhancements.

Oracle Order Management Suite APIs and Open Interfaces Manual This manual contains up-to-date information about integrating with other Oracle Manufacturing applications and with your other systems. These xxi . Oracle eTRM is available on Metalink Oracle Manufacturing APIs and Open Interfaces Manual This manual contains up-to-date information about integrating with other Oracle Manufacturing applications and with your other systems. This documentation includes API’s and open interfaces found in Oracle Order Management Suite. as well as for users responsible for the ongoing maintenance of Oracle Applications product data. This manual also provides information on creating custom reports on flexfields data. Oracle Applications Message Reference Manual This manual describes all Oracle Applications messages. setup and reference information for the Oracle Enterprise Asset Management implementation team. and write custom reports for Oracle Applications products. reports. and programs for a specific Oracle Applications product. This information helps you convert data from your existing applications. Oracle eTechnical Reference Manuals Each eTechnical Reference Manual (eTRM) contains database diagrams and a detailed description of database tables. This manual is available in HTML format on the documentation CD-ROM for Release 11i.this guide to complete the setup steps necessary for any Oracle Applications product that includes workflow-enabled processes. Training and Support Training Oracle offers a complete set of training courses to help you and your staff master Oracle Enterprise Asset Management and reach full productivity quickly. Oracle Applications Flexfields Guide This guide provides flexfields planning. integrate Oracle Applications data with non-Oracle applications. forms. This documentation includes API’s and open interfaces found in Oracle Manufacturing.

Oracle University's online education utility. Oracle provides powerful tools you can use to create. so you take only those courses appropriate to your job or area of responsibility. change. But when you modify Oracle Applications data using anything other than Oracle Applications. managing an Oracle8i server. If your tables get out of synchronization with each other. Oracle Applications also keeps track of who changes information. terminology. you may want to use your organization structure. retrieve. For example. Do Not Use Database Tools to Modify Oracle Applications Data Oracle STRONGLY RECOMMENDS that you never use SQL*Plus. database triggers. and Oracle’s large staff of consultants and support specialists with expertise in your business area. and data as examples in a customized training session delivered at your own facility. When you use Oracle Applications to modify your data. you may store invalid information. Oracle Applications automatically checks that your changes are valid. Oracle Data Browser. and your hardware and software environment. In addition. and maintain information in an Oracle database. If you enter information into database tables using database tools. Oracle training professionals can tailor standard courses or develop custom courses to meet your needs. But if you use Oracle tools such as SQL*Plus to modify Oracle Applications data. you risk destroying the integrity of your data and you lose the ability to audit changes to your data. Account Manager. you may change a row in one table without making corresponding changes in related tables. or you can use Oracle Learning Network (OLN). This team includes your Technical Representative. store. Support From on-site support to central support. You can attend courses offered by Oracle University at any one of our many Education Centers. you risk retrieving erroneous information and you risk unpredictable results throughout Oracle Applications. You have a choice of educational environments. any change you make using Oracle Applications can update many tables at once. Because Oracle Applications tables are interrelated. or any other tool to modify Oracle Applications data unless otherwise instructed. you can arrange for our trainers to teach at your facility.courses are organized into functional learning paths. our team of experienced professionals provides the help and information you need to keep Oracle Enterprise Asset Management working for you. You also lose the ability to xxii .

different operating systems.track who has changed your information because SQL*Plus and other database tools do not keep a record of changes. and the world’s second largest software company. supply chain management. network computers and personal digital assistants. About Oracle Oracle Corporation develops and markets an integrated line of software products for database management. minicomputers. and even different database management systems. send electronic mail to mfgdoccomments_us@oracle.A. in over 145 countries around the world. education. Or. an integrated suite of more than 160 software modules for financial management. as well as Oracle Applications. and applications products. manufacturing. different networks. and support services. project systems. personal computers. human resources and customer relationship management. tools. applications development. Oracle offers its database. Mail your comments to the following address or call us directly at (650) 506-7000. allowing organizations to integrate different computers. unified computing and information resource. along with related consulting. CA 94065 U. and office automation. Oracle Applications Documentation Manager Oracle Corporation 500 Oracle Parkway Redwood Shores. xxiii .S.com. Oracle is the world’s leading supplier of software for information management. Oracle products are available for mainframes. Your Feedback Thank you for using Oracle Enterprise Asset Management and this user’s guide. into a single. Oracle values your comments and feedback. At the beginning of this guide is a Reader’s Comment Form you can use to explain what you like or dislike about Oracle Enterprise Asset Management or this user’s guide. decision support.

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This chapter contains the following topics: ❏ ❏ ❏ ❏ ❏ ❏ Overview of Oracle Enterprise Asset Management on page 1-2 Asset Management on page 1-2 eAM Work Management on page 1-3 Component Tracking on page 1-3 Planning on page 1-3 Self Service Maintenance on page 1-4 Oracle Enterprise Asset Management 1-1 . and track all work activity and costs related to assets throughout an organization. efficient way. eAM provides you with a set of tools that address asset maintenance requirements for environments that are asset intensive. You can carry out the tasks of asset management in the most cost effective.1 Oracle Enterprise Asset Management Oracle Enterprise Asset Management (eAM) enables you to schedule and plan maintenance activities.

increases safety. such as cost history. work orders. service requests. You can view all associated asset information such as asset details. and with preventive. Oracle eAM enables you to adopt maintenance strategies to meet this challenge. As components of an asset are removed and re-installed from an asset. Attributes. actual costs. the asset genealogy and parent/child meter readings are tracked automatically. hierarchal (parent/child) information. quality plans. eAM improves operation performance. etc. forecasted costs. scheduled maintenance. Asset Hierarchies You can focus on an asset hierarchy. bill of material. equipment. or a set of parent/child relationships of an asset.Overview of Oracle Enterprise Asset Management Overview of Oracle Enterprise Asset Management Today’s asset intensive companies need to optimize capacity and increase utilization. Asset Management Oracle eAM enables you to quickly identify plants and facilities using an Asset Navigator (See: Assets on page 7-5). machines. asset activities. See Also: Asset Setup on page 2-27 Obtaining Asset Information on page 7-5 Viewing Asset Details on page 7-7 Displaying the Asset Hierarchy on page 7-8 Viewing and Updating the Configuration History on page 7-9 Viewing Cost Information on page 7-10 1-2 Oracle Enterprise Asset Management User’s Guide . bills of material. or all children of that parent asset rolled up. Any organization that is asset intensive. Oracle General Ledger Budgeting functionality enables you to define budgets and review costs information for maintenance. and document attachments can be associated with a specific asset. and work details of an asset. Oracle eAM fits the needs of all companies that utilize assets (for example.) as part of their business operations and activities. You can view cost information for a parent asset only. while lowering unit production costs. You can also view current or historical configurations. such as cost. and launch transactions. and work order history for those assets. or that has processes that necessitate safety procedures and regulatory compliance. You can view details of an asset.

Overview of Oracle Enterprise Asset Management Viewing Associated Work Requests on page 7-13 Viewing Quality Information on page 7-15 eAM Work Management Oracle eAM enables operations and maintenance staff to enter work requests to report any problems with an asset. When a rebuildable item is replaced into the asset. a motor) every time it was installed. or rebuilt. An approved work request can be linked to a work order. and materials are available for all necessary maintenance tasks. place on hold. You can focus on a period of time. You can review any outstanding work requests that are currently assigned to an asset to avoid duplicate work orders for the same issue. The status of a work request is then updated when it is linked to a work order. You can view the history of all work performed. See Also: Obtaining Work Request Information on page 7-18 Creating and Updating Work Requests on page 7-20 Work Orders on page 7-21 Component Tracking You can keep track of the history of a rebuildable item (for example. See Also: Rebuildable Item Setup on page 2-59 Viewing Asset and Rebuildable Work Orders on page 7-25 Rebuild Work Orders on page 3-13 Planning You can ensure that sufficient resources. or reject a work request. removed. Oracle eAM generates a pre-planned work order that defines the related work required to repair that item. and the cost associated with the maintenance of a rebuildable item. and collect all the known maintenance work for that planning time frame. equipment. A line supervisor can approve. associated with a Oracle Enterprise Asset Management 1-3 .

This enables you to process each item of work into a planned work order. See Also: Overview of eAM Self Service Maintenance on page 7-2 1-4 Oracle Enterprise Asset Management User’s Guide . See Also: Work Plans on page 7-25 Overview of eAM Planning and Scheduling on page 5-2 Self Service Maintenance Oracle eAM provides a self-service user interface that is specifically designed for users. such as tradespeople or supervisors. You can navigate through self-service screens that direct you to functional areas.Overview of Oracle Enterprise Asset Management responsible crew or department. commonly associated with maintenance personnel. for daily planning and work execution.

including the following topics: ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ Oracle Enterprise Asset Management Setup Overview on page 2-3 Setting Up Organizations on page 2-5 Enabling Organizations for Enterprise Asset Management on page 2-7 Defining eAM Parameters on page 2-9 Setting Up Asset Areas on page 2-11 Defining Departments and Resources on page 2-12 Defining Department Approvers on page 2-14 Defining Lookups on page 2-16 Setting Up Asset Attributes on page 2-33 Defining Asset Groups on page 2-30 Setting Up Category Codes and Sets on page 2-27 Defining Asset Numbers on page 2-37 Defining Asset Activities on page 2-43 Asset Item/Asset Activity Association on page 2-46 Defining Asset Routes on page 2-48 Setting Up Asset Bills of Material on page 2-50 Defining Activity Routes on page 2-53 Setting Up Activity Bills of Material on page 2-57 Setting Up 2-1 .2 Setting Up This chapter discusses setting up the Oracle Enterprise Asset Management system.

❏ ❏ ❏ Defining Rebuildable Items on page 2-59 Rebuildable Item/Asset Activity Association on page 2-62 Creating eAM Quality Collection Plans on page 2-64 2-2 Oracle Enterprise Asset Management User’s Guide .

and asset attributes. The user that is implementing eAM should also have determined the structure of their organizations and user access through Oracle System Administrator. the implementation team should discuss system and user options for eAM. This includes parameters. This chapter covers the following topics: s Organization Setup – – – Creating an Organization Enabling Organizations for Enterprise Asset Management Defining eAM Parameters Setting Up Asset Areas Defining Departments and Resources Defining Department Approvers Asset Activity Types Asset Activity Causes Asset Criticality Codes Work Request Statuses Work Request Note Types Work Request Types Work Order Priority Codes Work Order Failure Codes Setting Up Category Codes and Sets Defining Asset Groups Setting Up Asset Attributes Defining Asset Numbers s General eAM Setup – – – s Defining Lookups – – – – – – – – s Asset Setup – – – – Setting Up 2-3 . user defined lookups.Oracle Enterprise Asset Management Setup Overview Oracle Enterprise Asset Management Setup Overview Oracle Enterprise Asset Management (eAM) can have unique setups for each organization. During the implementation process.

Oracle Enterprise Asset Management Setup Overview – – – – – – s Defining Asset Activities Asset Item/Asset Activity Association Defining Asset Routes Setting Up Asset Bills of Material Defining Activity Routes Setting Up Activity Bills of Material Defining Rebuildable Items Rebuildable Item/Asset Activity Association Creating eAM Quality Collection Plans Rebuildable Item Setup – – s Quality Setup – 2-4 Oracle Enterprise Asset Management User’s Guide .

If the decided upon organization(s) already exists.Organization Setup Organization Setup Organization setup is required before you can set up any additional eAM information. select New. you can skip this section and proceed to Enabling Organizations for Enterprise Asset Management on page 2-7. Tasks include: – – – Setting Up Organizations on page 2-5 Enabling Organizations for Enterprise Asset Management on page 2-7 Defining eAM Parameters on page 2-9 Setting Up Organizations A valid organization is a requirement for eAM setup. In the Find Organization form. To set up Organizations: 1. Decisions are made during implementation as to which organization(s) will be enabled for eAM. navigate to the Organization form. Setting Up 2-5 . From the Inventory Responsibility.

establish this organization as an Inventory Organization. and Internal Address fields. Oracle Human Resources User’s Guide. For information on Type. See Also: Creating an Organization. Dates region fields. you can establish that this organization is a Project Manufacturing Organization. Enter an organization Name. Internal or External.Organization Setup Figure 2–1 2. 5. Save your work. select Inventory Organization. See: Creating an Organization. 4. Location Address. Save your work. Optionally. 6. 3. Location. Avalid Location needs to be set up before you can save (See: Creating an Organization. From the Name field list of values. 7. Select an organization Type from the list of values. In the Organization Classifications region. Oracle Human Resources User’s Guide 2-6 Oracle Enterprise Asset Management User’s Guide . Oracle Human Resources User’s Guide).

or convert an existing organization to an eAM enabled organization. 1. navigate to the Organization Parameters form. Setting Up 2-7 . A valid organization must exist before you can enable the organization for eAM (See: Setting Up Organizations on page 2-5).Organization Setup Enabling Organizations for Enterprise Asset Management Decisions are made during implementation as to which organization(s) will be enabled for eAM. within the Organization Parameters form. From the Enterprise Asset Management responsibility. eAM parameters have been added to the Inventory Parameters tab. To define an eAM enabled organization: You can create a new eAM enabled organization. Oracle recommends that you keep eAM organizations separate from production organizations.

2-8 Oracle Enterprise Asset Management User’s Guide . Select the EAM Enabled check box to enable Enterprise Asset Management for this organization. This field can be updated if asset equipment association does not exist in this organization. 4. the EAM Organization field will default and cannot be updated. This check box cannot be unselected once eAM items or eAM parameters are defined in the current organization. See: Setting Up Organizations on page 2-5. If EAM is enabled. you can populate the EAM Organization. For organizations that are not EAM enabled. based on organization access security. Enter a valid organization code. For information on how to create a valid organization.Organization Setup Figure 2–2 2. 3.

indicate whether this organization has system generated asset numbers within individual asset groups. See: Setting Up Asset Groups. 3. Labor. such as Asset Number defaults. Optionally. Figure 2–3 Navigate to the Enterprise Asset Management Parameters form. See: Organization Parameters Window. The Cost Defaults region represents default cost information for future work orders. Setting Up 2-9 . Oracle Inventory User’s Guide. Valid values are Equipment. you need to set up specific eAM parameters that determine organization level defaults for individual transactions. Cost defaults. You will set up information. and any miscellaneous resource costs. Select an eAM Cost Element to indicate how to capture cost overheads. 2. and Material. Defining eAM Parameters Now that you have established an eAM enabled organization. without defined cost elements within the work order. Work Request information. For instructions on the remaining fields. and Work Order defaults. To define eAM parameters: 1.Organization Setup 5.

Save your work. to accept charges incurred by that work order. If the Auto Approve check box is selected. or if every user. See: Easy Work Orders. Department costs are then posted to the appropriate cost elements.Organization Setup 4. Valid values are Maintenance. Maintenance. work requests are created with a status of Open. you can define a new one (See: Defining WIP Accounting Classes. If a Maintenance type WIP accounting class does not exist. with the responsibility assigned to the current asset’s owning department. 8. 10. 9. the dates on the work order 11. If you select the Auto Firm On Release check box. 6. Oracle Work in Process User’s Guide). This enables your organization to identify work orders that are not planned. 2-10 Oracle Enterprise Asset Management User’s Guide . 7. the system will keep an audit trail of records. work requests are created with a status of Awaiting Work Order. will get an email notification via Workflow (See: Oracle Applications 11i Workflow and Defining Department Approvers on page 2-14). Indicate whether work order requests are automatically approved upon creation. Note: A work request status needs to be Awaiting Work Order before it can be linked to a work order. This enables your organization to identify routine work orders. when defining or updating work requests. Indicate the WIP Accounting Class default to ensure that work orders generated within eAM will have an established account code structure assigned. Indicate an Easy Work Order Prefix. Indicate a Work Order Prefix. If you select the Extended Log check box. and Contract. Select a Cost Category to be used as the default for departments that do not have a cost category defined. cannot automatically be re-scheduled. The WIP accounting class codes available in the list of values will be of type. If the check box is not selected. 5. but rather created as an unplanned work order response to an asset failure. Operations.

add an area. These areas divide the maintenance plant or facility into zones. To set up Asset Areas: 1. which help in tracking and accounting of assets. Setting Up 2-11 . 2. These values will later be entered into the asset. Using the Add icon from the tool bar. Figure 2–4 Navigate to the Area form.General eAM Setup General eAM Setup General eAM Setup tasks include the following: – – – Setting Up Asset Areas on page 2-11 Defining Departments and Resources on page 2-12 Defining Department Approvers on page 2-14 Setting Up Asset Areas Areas are user defined lookups that can be utilized to logically sort assets by where your assets will reside.

Enter a Description for this location. To define departments (crews) and resources (crafts): 1. You assign a department to each operation of a routing and assign resources that are available for that department. For each resource. 4. and compare load to capacity. When you define a department. 2. where you want to collect costs. Figure 2–5 Navigate to the Departments form. machines. Oracle Bills of Material User’s Guide. You can enter multiple resources for each department. See: Defining a Department. you can also specify capacity modifications that change the available hours per day. Defining Departments and Resources A department or crew is an area within your organization which contains one or more people. units per day.General eAM Setup 3. or suppliers. Select Resources to add resources or crafts to the current department. Save your work. or workdays. you specify resources or crafts that are available. apply overhead. you can specify the shifts that the resource is available. 2-12 Oracle Enterprise Asset Management User’s Guide . For each resource shift. For instructions on all fields.

See: Assigning Resources to a Department. Oracle Bills of Material User’s Guide. Select Instances to add employees or equipment to the current resource.General eAM Setup Figure 2–6 For instructions on all fields. Setting Up 2-13 . 3.

e-mail notifications to be sent to everyone. 2-14 Oracle Enterprise Asset Management User’s Guide . They can view these notifications on the eAM Self Service Maintenance Home Page (See: Home Page on page 7-3).General eAM Setup Figure 2–7 For instructions on all fields. Navigate to the Department Approvers form. and the work request status will change from Open to Awaiting Work Order. A department can be assigned to only one responsibility. or add additional information to the log of the work request. this responsibility must have the user menu name. with a responsibility assigned to the current asset’s (work requests are entered against assets) owning department (See: Defining Departments and Resources on page 2-12 and Defining Asset Numbers on page 2-37). Defining Department Approvers You can set up department approvers to enable Work Request. For eAM work request e-mail notifications to function. Oracle Bills of Material User’s Guide. Self Service Maintenance (EAM_MAIN_SS). Select a Responsibility Name from the list of values. Once one user takes action on the work request. See: Assigning Resources to a Department. To define Department Approvers: 1. 2. via workflow. associated with it. the notification will be removed from the users’ notification lists. Everyone who receives the notification can access the work request to change the status.

You can select an unlimited number of departments. See Also: Work Requests on page 7-18 Home Page on page 7-3 Oracle Applications 11i Workflow Setting Up 2-15 . Save your work.General eAM Setup Figure 2–8 3. In the Departments region. select a Department from the list of values. 4.

This table is an extensible attribute that is user defined. To define asset activity types: 1. Navigate to the Oracle Manufacturing Lookups form. and Repetitive work. 2-16 Oracle Enterprise Asset Management User’s Guide . Inspections. For example. Lubrications.Defining Lookups Defining Lookups User defined lookup codes need to be decided upon and defined during the eAM implementation process. and Work Order Lookups. Calibration. You will define Asset Lookups. Work Request Lookups. Overhauls. This section includes the following topics: – – – – – – – – Asset Activity Types on page 2-16 Asset Activity Causes on page 2-17 Asset Criticality Codes on page 2-19 Work Request Statuses on page 2-20 Work Request Note Types on page 2-21 Work Request Types on page 2-22 Work Order Priority Codes on page 2-23 Work Order Failure Codes on page 2-25 Asset Activity Types Asset Activity Types are used to describe the type of maintenance work that is performed on an asset (See: Defining Asset Activities on page 2-43).

3. The Effective From Date will default as the system date. Lubrication.Defining Lookups Figure 2–9 2. 5. Select MTL_EAM_ACTIVITY_TYPE from the Type list of values. This information enables you to understand the dynamics that affect an asset’s ability to perform. For example. Select the Enabled check box to enable this code for eAM. 9. Rework. but you can update this. These codes are Setting Up 2-17 . 8. 7. Preventive. and Breakdown. Normal Wear. Asset Activity Causes Asset Activity Cause codes are a list of reasons an asset may fail. Enter the Meaning of the code. for example. enter a Effective To Date to indicate an expiration of the code. 4. Select the flashlight Find icon. Optionally. 6. Enter 1 in the first Code field (each code will then be incremented by one). Enter a Description for the code. Save your work.

Asset Cause Codes are referenced when setting up an asset activity (See: Defining Asset Activities on page 2-43). enter a Effective To Date to indicate an expiration of the code. Enter 1 in the first Code field (each code will then be incremented by one). for example. Breakdown. To define asset activity cause codes: 1. 5. Enter the Meaning of the code.Defining Lookups extensible attributes and are user defined. Optionally. 4. 3. 6. 7. 2. Select MTL_EAM_ACTIVITY_CAUSE from the Type list of values. Select the Enabled check box to enable this code for eAM. The Effective From Date will default as the system date. They establish critical data that can be used for reporting and analysis of asset failure causes and the frequency of such conditions. 2-18 Oracle Enterprise Asset Management User’s Guide . Enter a Description for the code. but you can update this. Figure 2–10 Navigate to the Oracle Manufacturing Lookups form.

For example. Asset Criticality Codes are referenced when defining an asset number (See: Defining Asset Numbers on page 2-37). 3. Future eAM functionality will use these values to automatically assign the priority of work. Save your work. Select MTL_EAM_ASSET_CRITICALITY from the Type list of values. An asset that has a direct impact on production or that is difficult to replace may be considered a critical asset. Setting Up 2-19 . Asset criticality helps you to determine the urgency of requested work. To define asset criticality codes: 1. Figure 2–11 Navigate to the Oracle Manufacturing Lookups form. 2. Asset Criticality Codes Asset Criticality Codes suggest the importance of an asset to an organization. These values are extensible attributes and are user defined. High and Low.Defining Lookups 8. Enter 1 in the first Code field (each code will then be incremented by one).

but you can update this. 2-20 Oracle Enterprise Asset Management User’s Guide . 5. 7. eAM work orders can only be linked to work requests with a status of Awaiting Work Order. Enter the Meaning of the code. Save your work. To define work request statuses: 1. work requests are created with a status of Open. for that organization. any user who receives the e-mail notification (See: Defining Department Approvers on page 2-14) can change the work request status to Awaiting Work Order. if the Auto Approve check box is selected. When defining the eAM parameters (See: Defining eAM Parameters on page 2-9). Select the Enabled check box to enable this code for eAM. Enter a Description for the code. High. The Effective From Date will default as the system date. enter a Effective To Date to indicate an expiration of the code.Defining Lookups 4. If the check box is not selected. 6. A plant or facility may need to include additional statuses. work requests are created with an automatic status of Awaiting Work Order. Navigate to the Oracle Manufacturing Lookups form. for example. Work Request Statuses Work Request Approval is the process of changing a work request status from Open to Awaiting Work Order. 8. Optionally.

Select WIP_EAM_WORK_REQ_STATUS from the Type list of values. 5. Enter the Meaning of the code. Optionally. for example. Enter a Description for the code. Select the Enabled check box to enable this code for eAM. however their Meanings can be modified. enter Effective From and To Dates to indicate an expiration of the code. Open. 7. These Setting Up 2-21 .Defining Lookups Figure 2–12 2. 8. add additional Codes to the pre-existing list of codes. The two seeded values are Work Request Note and Approver Note. The codes that are pre-existing cannot be deleted. 6. 3. Save your work. Work Request Note Types Work Request Note Types are system defined lookups and cannot be changed by the user. 4. Optionally.

or by an approver. Manual.Defining Lookups are used to determine if the work request log entry was entered via an automated workflow step. 2-22 Oracle Enterprise Asset Management User’s Guide . They descibe and categorize types of work requests that are typically entered into the system. 2. For example. Capital. respectively (See: Work Request Statuses on page 2-20 and Defining eAM Parameters on page 2-9). Figure 2–13 Navigate to the Oracle Manufacturing Lookups form. To view work request note types: 1. and Furniture. Work Request Types Work Request Types are user defined. Routine. To define a work request type: 1. System. Navigate to the Oracle Manufacturing Lookups form. Select WIP_EAM_REQ_NOTE_TYPE from the Type list of values.

The Effective From Date will default as the system date. 3. 8. 7. 5.Defining Lookups Figure 2–14 2. enter a Effective To Date to indicate an expiration of the code.2. a high priority is assigned by the people entering work requests and work orders. Optionally. 4. Typically. Enter 1 in the first Code field (each code will then be incremented by one). and 3. Manual. This makes it important for the planner or supervisor to compare this priority to the critical Setting Up 2-23 . For example. and Low. or 1. Select the Enabled check box to enable this code for eAM. for example. but you can update this. Enter a Description for the code. Enter the Meaning of the code. Medium. Work Order Priority Codes Priority Codes contribute to the organization and execution of work orders. High. 6. Save your work. Select WIP_EAM_WORK_REQ_TYPE from the Type list of values.

Enter a Description for the code.Defining Lookups nature of the work (See: Asset Criticality Codes on page 2-19). Optionally. however their Meanings can be modified. Enter the Meaning of the code. These codes can be entered when creating both work orders and work requests (See: Routine Work Orders on page 3-7 and Work Requests on page 7-18). To create work order priority codes: 1. 3. 5. but you can update this. 6. 4. The Effective From Date will default as the system date. enter a Effective To Date to indicate an expiration of the code. Figure 2–15 Navigate to the Oracle Manufacturing Lookups form. 2-24 Oracle Enterprise Asset Management User’s Guide . add additional Codes to the pre-existing list of codes. for example. The codes that are pre-existing cannot be deleted. Select WIP_EAM_ACTIVITY_PRIORITY from the Type list of values. Optionally. 2. High.

8. It is recommended to create these codes by asset types. Work Order Failure Codes Failure Codes are similar to Activity Codes in that they describe what caused an asset to fail. Setting Up 2-25 . it is typically entered to further explain the preliminary cause of failure. ENGOVHT (Engine Overheating) or TRUCKBRAKE (Truck’s Brake Failure). To define work order failure codes: 1. These codes will be referenced upon work order completion (See: Work Order Completion on page 3-40). Save your work. Select the Enabled check box to enable this code for eAM. For example. Figure 2–16 Navigate to the Oracle Manufacturing Lookups form. A prefix may assist the casual user to identify the list of failures. This table is an extensible attribute that is user defined.Defining Lookups 7. This code may differ from the Activity Code.

enter a Effective To Date to indicate an expiration of the code. Save your work. Enter 1 in the first Code field (each code will then be incremented by one). 3. The Effective From Date will default as the system date. but you can update this. Select the Enabled check box to enable this code for eAM. 6. 4. ENGOVHT. 8. Enter the Meaning of the code. Optionally. 7. Enter a Description for the code. for example. Select WIP_EAM_FAILURE_CODE from the Type list of values.Defining Lookups 2. 5. 2-26 Oracle Enterprise Asset Management User’s Guide .

With both queries.JIB. Select New. For example. rather than numbers. the system would then narrow the results to just those assets defined as Jib Cranes. Cranes can be classified by several different types. which will display all assets defined as Cranes within that organization. If you enter CRANES. Category codes are first defined. you can query using the class CRANE. then they are added to the Enterprise Asset Management Category Set. To set up Category Codes: 1. Setting Up 2-27 . Jib Cranes. Navigate to the Find Categories form. and Mobile Cranes. such as Overhead Cranes. Once they belong to this category set. which tie to individual assets. For example. You can find existing category codes. they can be associated with asset groups.Asset Setup Asset Setup Asset Setup includes the following tasks: – – – – – – – – – – Setting Up Category Codes and Sets on page 2-27 Defining Asset Groups on page 2-30 Setting Up Asset Attributes on page 2-33 Defining Asset Numbers on page 2-37 Defining Asset Activities on page 2-43 Asset Item/Asset Activity Association on page 2-46 Defining Asset Routes on page 2-48 Setting Up Asset Bills of Material on page 2-50 Defining Activity Routes on page 2-53 Setting Up Activity Bills of Material on page 2-57 Setting Up Category Codes and Sets Classes and Subclasses are ways to establish naming conventions for assets. or create new ones. you can identify assets based on familiar names. 2.

Enter in a new Category. 7. 1. Once you enter a value. Add a long Description for this category.Asset Setup Figure 2–17 3. Select the Asset Management category to create a new Class.FRKLFT) with an asset group. 2-28 Oracle Enterprise Asset Management User’s Guide . 5. Optionally. 4. for example TRUCK. prompting you to enter a Subclass. Navigate to the Category Sets form. enter an Inactive On date. an Asset Management window displays. To set up Category Sets: To associate Category Codes (TRUCK.Subclass from the Structure Name list of values. you must first define the item category relationship through the Category Sets menu option. Save your work.FRKLFT. 6.

4. and Crane. you can define a series of categories. but you can optionally change it. 6. 7. you will prevent users from entering incorrect categories that are not associated with the asset group associated with the asset being entered. Select the flashlight icon from the tools menu. Indicate the Controlled At level.Asset Setup Figure 2–18 2. If you select Allow Multiple Item Category Assignments. then select Enterprise Asset Management from the list of values. If you select Enforce List of Valid Categories. and Organization Level. Setting Up 2-29 . Valid values are Master Level. 3. 8. Enter a Default Category code for assets that are not associated with asset groups.Overhead. such as Crane.Jib. 5. that can be associated to a single asset group. Indicate a Flex Structure. A description is defaulted.

Select Assign to display a table enabling you to associate the categories with an 11. Pumps. Asset Groups represent the classification of equipment. See Also: Defining Categories. Storage Tanks. To set up Asset Groups: 1. Buildings. Oracle Inventory User’s Guide Defining Category Sets. Save your work. Examples include Trucks. and Turbines. 2-30 Oracle Enterprise Asset Management User’s Guide . asset group. Enter the Category Codes that you want to associate with this category set. Oracle Inventory User’s Guide Defining Asset Groups During implementation. Navigate to the Master Item form.Asset Setup 9. Towers. standard naming conventions for Asset Groups should be established. 10.

4. Use the @Asset Group template to quickly apply attribute values. and to ensure that the appropriate attributes are applied. 3. Oracle Inventory User’s Guide). From the drop down list. or you can copy an asset group from an existing asset group (See: Defining Items. Select TOOLS from the Tools menu. up to 240 characters. Note: You can create asset groups using the template described above. Setting Up 2-31 . select COPY FROM. a. Enter the Asset Group name in the Item field. Select the @Asset Group template from the list of values. Enter a Description for this Asset Group. b.Asset Setup Figure 2–19 2.

You can attach file. Select Organization Assignment. select Predefined for the Generation value. 7. In the Serial region. 2. such as drawings. 2-32 Oracle Enterprise Asset Management User’s Guide . and text attachments. From the Master Item form. you can access the Asset Management tab. 3. Value Asset Group Active Enabled Disabled Predefined Model/Unit Number Asset Group Access the Inventory Tab. If the current organization is eAM enabled (See: Enabling Organizations for Enterprise Asset Management on page 2-7). 9. Define a Starting Prefix and Starting Number for this asset group. along with the starting number sequence. 8. Optionally. and reference guides. select TOOLS from the Tools menu. 6. See: Defining Asset Activities on page 2-43. standard procedures. Note: The Asset Activity Property region is used when setting up Asset Activities. this asset group can then be associated with an asset. to this asset group. when using the template: C Attribute User Item Type Item Status Inventory Item Transactable Serial Number Generation Effectivity Control EAM Item Type 5. URL. the system will default the prefix. select the paperclip Attachments icon to attach relevant documents. When a new asset item is created for this asset group. Enter additional organizations in the available table. To associate Asset Groups to multiple organizations: 1.Asset Setup The following table presents the necessary attribute values that are applied automatically to the Asset Group. After saving your work.

Facility Information. and Square Footage. Save your work. Asset attribute groups are descriptive flexfields. This enables you to define additional characteristics data when defining an asset item associated with the asset group the template is assigned to. if you choose to use the asset attribute template during asset definition (See: Defining Asset Numbers on page 2-37). Engineering Specifications. To set up Asset Attributes: 1. Once the asset attribute template is created. by creating Asset Attribute templates using descriptive flexfields. Setting Up 2-33 . Navigate to the Descriptive Flexfield Segments form. Front Loader Nameplate Data. you then assign it to an asset group. you can define an asset attribute template. Regulation Requirements. This enables sophisticated query capabilities. Setting Up Asset Attributes You can define common characteristics data specific to asset groups. such as Nameplate. Once assigned to an asset group. For example. Horsepower. you will not need to enter the common data associated with that asset group. Voltage.Asset Setup 4. defined by segments and values.

Optionally. Select Segments to add attributes to the attribute group you just created. enter a Description for this attribute group. A blank row will be added for you to create an attribute group. 7. Enter the attribute group name in the Code field. 5. From the list of values. select a row. then click the New icon. Select the flashlight icon from the tool bar. 2-34 Oracle Enterprise Asset Management User’s Guide . 6. In the Context Field Values region. 3. select the Oracle Inventory Application with the Title of Asset Attributes. 4.Asset Setup Figure 2–20 2. Unfreeze the Flexfield Definition by deselecting the Freeze Flexfield Definition check box.

available asset attribute group template. Failure to do this will prevent you from querying the segments from the Asset Attribute form. The Window Prompt will default to this name. 12. Save your work. The Context Name is equal to the attribute group name in eAM. Enter a Number to sequence the data. Select the Freeze Flexfield Definition check box. 10. Setting Up 2-35 . 15. and return to the Descriptive Flexfield Segments form. select Value Set to create a new one. 11.Asset Setup Figure 2–21 8. Optionally. To disable a user from updating the Context Name in the Descriptive Flexfield Segments form. 13. the Context Name will display in the asset attribute Descriptive Flexfield Segments form. If the Display check box is selected. select the Enabled check box to enable the attribute group to be an 14. or optionally. Define the Name of the attribute. when defining asset items (See: Defining Asset Numbers on page 2-37). Oracle recommends that this check box is not selected for eAM. Select a Value Set from the list of values. Select a Column value from the list of values. 9.

Select an Asset Group from the list of values. 3. See Also: Oracle Applications Flexfield User’s Guide To associate the Asset Attribute Group to an Asset Group: 1. Figure 2–22 Navigate to the Attributes Assignment form. 2. Save your work. You can have an unlimited number of Asset Attribute Groups associated with an asset. Save your work. Select an asset attribute group from the Attribute Group Code list of values.Asset Setup 16. See: Defining Asset Groups on page 2-30. 4. 2-36 Oracle Enterprise Asset Management User’s Guide .

Floor 1 and Floor 2. Navigate to the Define Asset Number form. You must first set up an asset group. containing the asset numbers Building 100. or use the Import Asset Number interface (See: Oracle Manufacturing APIs and Open Interfaces Manual). Setting Up 2-37 . In this example. Those asset numbers have their own child assets. utilize the multiple asset entry method. See: Defining Asset Groups on page 2-30. Figure 2–23 To set up Asset Items individually: 1.Asset Setup Defining Asset Numbers There are four methods to entering a new asset into eAM. the asset group is BUILDING. by copying information from an existing asset. You can create them individually. and Building 300. before defining asset numbers. Building 200. The diagram below illustrates the parent/child (asset hierarchy) relationship that can be created when creating asset numbers.

The asset can only be deactivated if there are no open work orders for the asset. 2-38 Oracle Enterprise Asset Management User’s Guide . To deactivate an asset number: a. enter an Asset Description. up to 240 characters. This Asset Group will be associated with this asset number. 3. it cannot be deleted. 4. if you have automatic generation enabled (See: Defining eAM Parameters on page 2-9).Asset Setup Figure 2–24 2. Enter an Asset Number if you do not have them automatically generated. or if the asset is not part of an asset hierarchy. or accept or modify the default. Select an Asset Group from the list of values. From the Tools menu. Save your work. Optionally. select De-Activate Asset Number. b. Once an asset number has been saved.

If the asset group associated with the current asset is of type Equipment (See: Defining Asset Groups on page 2-30). In the Production Equipment region. regarding work requests. Optionally.OVERHEAD or BUILDING. you can create work requests and work orders for this asset. Optionally.Asset Setup 5. Optionally. Optionally. 7. 8. 12. such as materials. indicating the importance of the asset to the organization.FLOOR. Note: Once work orders are created for this asset. labor. associate this asset to an Asset Category. the Production Organization will default as the current organization. but we do not want to maintain those assets. equipment that corresponds to the asset. E-mail notifications. 11. Indicate whether this asset is maintainable. This is the Class and Subclass code. We may want to see the cost for all top level assets in an asset hierarchy. For example. and resources. Optionally. This is the equipment type associated with the Setting Up 2-39 . If the Maintainable check box is For example. this check box cannot be unchecked unless those work orders are at Complete or Closed statuses. or Area 1 (See: Setting Up Asset Areas on page 2-11). enter the area where this asset resides. select an Asset Criticality code from the list of values. In this situation. North Plant. are sent to everyone with a responsibility assigned to the work request’s associated asset’s owning department (See: Defining Department Approvers on page 2-14 and Defining Asset Numbers on page 2-37). then the fields in the Production Equipment region will default. This field is for information only. enter an Item. East Wing. Select an Owning Department for this asset from the list of values. 10. The list of values displays the production inventory organizations maintained by the current asset’s organization. an asset can be entered for cost-only purposes. 9. This will identify the Expense cost elements associated with the work performed. selected. such as CRANE. do not select this check box. select a WIP Accounting Class from the list of values. and will not be updateable. See: Setting Up Category Codes and Sets on page 2-27. This is a user defined listing of logical areas of work. optionally enter a Production Organization. 6. If the asset group associated with the current asset is of type Equipment (See: Defining Asset Groups on page 2-30).

asset group was entered in step 14. then the fields in the Production Equipment region will default. Optionally. The Property Management fields. Enter a Category. Optionally. enter a Serial Number. defined within Oracle Fixed Assets. optionally enter an Asset Group. select Attributes to directly apply an asset attribute group template Only existing. and Location Code. 20. a fixed asset number that belongs to a fixed asset category. this field will default when creating asset numbers within that asset group. For example. If you enter a default fixed assets category when defining the asset group. This is the specific name of the component within the Equipment Type. This defines asset 15. This enables you to view production work orders and resources associated with this equipment. to this asset number. 2-40 Oracle Enterprise Asset Management User’s Guide . These asset attribute templates are optional. hierarchy information. and will not be updateable. in the diagram example above. you cannot generate attribute groups. These fields are not updateable. You can select Resource Usage only if the fields in the Production Equipment region are populated. This defines asset hierarchy information. associated to the asset. 13. and will not be updateable. installed. This represents 18. If an 16. Enter a parent Asset Number. If the asset group associated with the current asset is of type Equipment (See: Defining Asset Groups on page 2-30).Asset Setup then the fields in the Production Equipment region will default. Optionally. the Item will default as the current asset group. See: Setting Up Asset Attributes on page 2-33. Location Name. 14. enabling you to review all cost associated with an asset or asset hierarchal view. default from a Property Management export program if Oracle Property Management is installed. From this window. enter the Fixed Asset region information if Oracle Fixed Assets is 17. you would need to enter Building 100 in this field if you were currently defining the Floor 1 asset number. defined above. the Serial Number will default as the current asset number. you do not need to enter values for all existing asset attribute groups. will 19. enabled asset attribute groups will display (See: Setting Up Asset Attributes on page 2-33). In the Parent Asset region. then this field is mandatory. which is a grouping of fixed assets. enter the Number if Oracle Fixed Assets is installed. Optionally.

enter an Asset Description. enter file. This asset group will be associated with this asset. Save your work. Select an Owning Department for this asset from the list of values. Navigate to the Define Asset Number form. select Copy Asset Number From. Optionally. From the Tools menu within the Tool bar. you can disable but not update the asset number. To copy Asset Items from existing Asset Items: 1. displaying the Find Asset Number form. including attributes and attachments. 7. up to 240 characters. everything will copy over to the new asset.OVERHEAD. associate this Asset to an Asset Category. Once an asset number is saved. Select the flashlight Find icon. See: Asset Item/Asset Activity Association on page 2-46. Select the desired asset number from the list of values. Optionally. such as CRANE. To utilize the multiple asset entry method: 1. Select an Asset Group from the list of values. See: Setting Up Category Codes and Sets on page 2-27. if you have automatic generation enabled (See: Defining eAM Parameters on page 2-9). or accept or modify the default. This is the Class and Subclass code. URL. E-mail notifications. Optionally. are sent to everyone with a responsibility assigned to the work request’s associated asset’s owning department (See: Defining Department Approvers on page 2-14 and Defining Asset Numbers on page 2-37). Enter an Asset Number if you do not have them automatically generated. Optionally. or BUILDING. 9. or text attachments to this asset number by selection 23. 2. When you use this method. Setting Up 2-41 . select Associate Activity to directly associate this Asset with an Asset Activity. the paperclip Attachments icon. 2. regarding work requests. 5. You can copy asset item information from existing asset items. Navigate to the Define Asset Number form. 22.Asset Setup 21. 4. 6. Save your work.FLOOR. 8. 3.

enter file.Asset Setup 3. Save your work. then selecting the paperclip Attachments icon. From the Tools menu. To deactivate an asset number: a. b. you can enter multiple assets at once. c. 5. Using this tabular format. Select the asset to deactivate. select De-Activate Asset Number. URL. Figure 2–25 Select Find to display the Asset Numbers form. or if the asset is not part of an asset hierarchy. 2-42 Oracle Enterprise Asset Management User’s Guide . The asset can only be deactivated if there are no open work orders for the asset. or text attachments to individual asset numbers by first selecting the asset row. it cannot be deleted. Optionally. Once an asset number has been saved. 4.

When preplanned work orders are then created for assets associated to the asset activity. Navigate to the Master Item form. They also need to be associated to an activity BOM (See: Setting Up Activity Bills of Material on page 2-57) and activity routing (See: Defining Activity Routes on page 2-53). Save your work. respectively. Setting Up 2-43 . they can be associated with one or more asset numbers or rebuildable items (See: Asset Item/Asset Activity Association on page 2-46 and Rebuildable Item/Asset Activity Association on page 2-62). To set up Asset Activities: 1.Asset Setup 6. the material and resources associated with the current asset activity automatically attach to the work orders created. which can be applied to preplanned work orders. Defining Asset Activities Asset Activities provide you with a standard template of jobs. Once these asset activity templates are created. such as Routine or Preventive Maintenance. containing the materials and resources needed for operations.

4. Enter a Description for this asset activity.Asset Setup Figure 2–26 2. select COPY FROM. Note: You can create asset activities using the template described above. Select TOOLS from the Tools menu. Use the @Asset Activity template to quickly apply attribute values. b. 2-44 Oracle Enterprise Asset Management User’s Guide . From the drop down list. and to ensure that the appropriate attributes are applied. Enter the name of the asset activity in the Item field. Oracle Inventory User’s Guide). 3. a. Select the @Asset Activity template from the list of values. up to 240 characters. or you can copy an asset activity from an existing asset activity (See: Defining Items.

Asset Setup

The following table presents the necessary attribute values that are applied automatically to the asset activity, when using the template:
C

Attribute User Item Type Item Status Inventory Item EAM Item Type 5.

Value Asset Activity Active Enabled Asset Activity

If the current organization is eAM enabled (See: Enabling Organizations for Enterprise Asset Management on page 2-7), you can access the Asset Management tab. In the Asset Activity Property region, optionally enter an Activity Type. This code indicates the type of maintenance for this asset activity. It is used when defining a job or a standard job. It should remain generic, and should not describe in detail the job to be done. For example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning. Optionally, select an Activity Cause from the list of values, to specify what situation caused this work to be generated. For example, Breakdown, Vandalism, Normal Wear, or Settings. Optionally, select a Shutdown Type from the list of values. This indicates whether a shutdown is necessary to perform this maintenance activity. For example Required, and Not Required. Optionally, select the Activity Notification Required field to indicate whether the asset requiring work is mobile, and needs to be brought into the shop for repairs. This field is for information only. such as drawings, standard procedures, and reference guides, to this asset activity. You can attach file, URL, and text attachments. with an asset number (See: Asset Item/Asset Activity Association on page 2-46).

6.

7.

8.

9.

10. Optionally, select the paperclip Attachments icon to attach relevant documents,

11. Save your work. After saving your work, this asset activity can be associated

To associate Asset Activities to multiple organizations:
1.

From the Master Item form, select TOOLS from the Tools menu.

Setting Up 2-45

Asset Setup

2. 3. 4.

Select Organization Assignment. Enter additional organizations in the available form. Save your work. Note: Multiple work orders (See: eAM Work Orders on page 3-5) associated with the same asset activity cannot have the same work order status (See: eAM Work Order Statuses on page 3-19).

Asset Item/Asset Activity Association
Once you have defined Asset Groups, Asset Items, and Asset Activities, you can then associate the asset activities with assets and/or rebuildable items (See: Rebuildable Components/Asset Activity Association). This is a required procedure before entering the asset activity into a Preventive Maintenance Schedule. See: Entering PM Scheduling Definitions on page 4-12.

To associate Asset Items with Asset Activities:
1.

Navigate to the Activity and Asset Number/Rebuildable Association form.

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Asset Setup

Figure 2–27

2. 3. 4. 5. 6.

Select an Asset Activity from the list of values. Within the Asset Numbers region, select the Main tab. Select Asset from the Item Type list of values. Enter an Asset Group from the list of values in the Asset Group/Rebuildable field. Select an Asset Number from the list of values in the Asset Number/Rebuildable Serial Number field. Only Asset Numbers associated with the previously selected Asset Group will be available. Asset numbers are always serial controlled. Optionally, select a Priority Code from the list of values. This field is for information only. Optionally enter Effective Dates. If the Effective From field is left blank, it will default to the system date. If the Effective To field is left blank, it will default to NULL. Select the Activity tab.

7. 8.

9.

Setting Up 2-47

Asset Setup

10. The Activity Cause will default from the asset activity definition (See: Defining

Asset Activities on page 2-43), specifying what situation caused this work to be generated. For example, Breakdown, Vandalism, Normal Wear, or Settings. Optionally, you can select an Activity Cause from the list of values to update this field. Asset Activities on page 2-43). This code indicates the type of maintenance activity needed to be done for this asset activity. It is used when defining a job or a standard job. It should remain generic, and should not describe in detail the job to be done. For example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning. Optionally, you can select an Activity Type from the list of values to update this field. be secured for operations required for carrying out a 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 those jobs that require a tagout. This is for information only. the asset definition (See: Defining Asset Numbers on page 2-37). Optionally, you can update this field by selecting an owning department from the list of values. This is normally a Planner or Supervisor.

11. The Activity Type will default from the asset activity definition (See: Defining

12. Indicate whether Tag Out procedures are required. The asset area may need to

13. The Owning Department responsible for this activity or asset will default from

14. Save your work.

See Also:

Rebuildable Item/Asset Activity Association on page 2-62

Defining Asset Routes
You may need to perform an asset activity on multiple assets. To eliminate the possibility of creating multiple work orders for the same activity, you can define Asset Routes. You can define a PM schedule for your asset route to specify when an asset activity should be scheduled for the asset route. Only day intervals can be defined for asset routes (See: PM Scheduling on page 4-12).

To define Asset Routes:
1.

Navigate to the Define Asset Route form.

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Select Asset Route to display the Asset Route form. 3.Asset Setup Figure 2–28 2. Enter the name of the asset route in the Asset Number field. 4. Setting Up 2-49 . Select an Asset Group from the list of values.

In the Associated Asset Numbers region. Save your work. Only asset numbers associated with the previously selected asset group will be available. select an Asset Group from the list of values. An asset route cannot be associated with another asset route. If the Effective Date From field is left blank. A bill of material (BOM) can be used to list all items and components that make up a 2-50 Oracle Enterprise Asset Management User’s Guide . 8. Note: Only asset numbers can be associated with asset routes. the system date will default. Select an Asset Number from the list of values. 7. Setting Up Asset Bills of Material You can identify and select the required items that make up an asset item.Asset Setup Figure 2–29 5. Optionally. or used by an asset activity (See: Setting Up Activity Bills of Material on page 2-57). You can associate an unlimited number of asset numbers. 6. enter Effective Dates.

Enter the inventory Component to make up the asset item. The items defined on an asset BOM are standard inventory items (set up in the Master Item form). Select the Main tabbed region. and not maintainable (See: Defining Items. To set up an Asset BOM: 1. Oracle Inventory User’s Guide). and can be defined for each asset group. Figure 2–30 Navigate to the Bills of Material form. Select an asset group from the Item field list of values. 2. 5. 4.Asset Setup particular asset item. Setting Up 2-51 . The Item Sequence and an Operation Sequence will default. Enter the Quantity of that component necessary for the asset item. 3. Asset BOMs are not created for rebuildable items.

8. select the Component Details tabbed region to view the component item Type. 7. Oracle Bills of Material User’s Guide 2-52 Oracle Enterprise Asset Management User’s Guide . 9. See: Creating a Bill of Material. Select the asset number (asset numbers are always serialized) from the list of values that the inventory items are going to be associated to in the From and To fields. Optionally. Figure 2–31 Select the Serial Effectivity tabbed region. Save your work. Only asset numbers associated with the current asset group are available.Asset Setup 6. and to choose whether this inventory component will be included in the current asset’s cost rollup. See Also: For information on all remaining fields.

trades people. operations may not be sequential. the associated asset activity (See: Defining Asset Activities on page 2-43) attaches the asset route to the work order. and equipment (See: Defining Departments and Resources on page 2-14). for example. In eAM. Because each operation is associated with a department. Multiple operations can be dependent on only one operation. An activity route is the set of operations or jobs necessary to perform an asset activity. Also. You can specify that one operation is dependent on another. eAM jobs are different from manufacturing jobs in that manufacturing operations must be sequential. When a work order is entered for an asset. Setting Up 2-53 . One operation can be dependent on multiple operations. To define an activity route: 1. outside service providers.Asset Setup Defining Activity Routes Operations prepare the instructions or logistics to perform a repair. it is possible that two unrelated operations can happen concurrently. The dependency may not be totally connected. each operation contains assigned resources. Navigate to the Routings form.

To copy or reference standard operations into a routing. 3. or let the system automatically generate it for you. Oracle Bills of Material User’s Guide). use the operation Code list of values.Asset Setup Figure 2–32 2. 4. Select the Main tabbed region. You can define a new standard operation by selecting Standard Operations from the Tools menu. according to your profile setup (See: Item and Operation Sequence. You can then update that information as desired (See: Creating a Standard Operation. the operation information for that code will be copied into the current operation. Select an asset activity from the Item field list of values. 2-54 Oracle Enterprise Asset Management User’s Guide . Enter an operation Sequence. If you use a standard operation code. Oracle Bills of Material User’s Guide). 5.

Optionally. Optionally. but you can optionally change this (See: Effective Date Fields. 40. for example. Select the Description tabbed region. 7. 9. 30. The operation numbers identify the Setting Up 2-55 . The Effective date will default to the system date. These operations also run in parallel to each other. Select a Department from the list of values. select Routing Network to view the operation dependencies for this Figure 2–33 Operations can be scheduled to run in parallel. where the operation will be performed. Enter a Description for the current operation. and 50 are dependent on Operation 10.Asset Setup 6. Operations 20. or through dependent steps. In the screen shot above. asset route. 8. sequence. 10. since there is a line connecting the operations. enter a Disabled date to indicate the current operation’s expiration. Oracle Bills of Material User’s Guide).

Figure 2–34 12. Oracle Bills of Material User’s Guide). See: Creating a Routing. See Also: For information on all remaining fields. 11. Save your work. then select Operation Resources to view the resources associated with the current department attached to this operation (See: Defining Departments and Resources on page 2-12). Oracle Bills of Material User’s Guide 2-56 Oracle Enterprise Asset Management User’s Guide .Asset Setup sequence that they need to be performed (See: Preparing Work Order Operations on page 3-21). select an operation. Optionally. Optionally. you can modify the resources listed (See: Assigning Operation Resources.

and can be defined for each asset activity. The items necessary to perform this activity. Oil Change. the associated asset activity attaches the activity BOM to the work order. When a work order is entered for an asset.Asset Setup Setting Up Activity Bills of Material You can identify and select the required items that make up an asset item (See: Setting Up Asset Bills of Material on page 2-50). Figure 2–35 Navigate to the Bills of Material form. Setting Up 2-57 . Select an asset activity from the Item field list of values. or used by an asset activity. A bill of material (BOM) can be used to list all items and components needed to perform a particular asset activity. they are associated to an asset activity (See: Defining Asset Activities on page 2-43). As Activity BOMs are created. etc. For example. oil. include a filter. you may have an asset activity titled. 2. To set up an Activity BOM: 1.

4. Oracle Bills of Material User’s Guide 2-58 Oracle Enterprise Asset Management User’s Guide .Asset Setup 3. See Also: For information on all remaining fields. Optionally. See: Creating a Bill of Material. The Item Sequence will default. 7. Enter the Operation Sequence that this Component is needed for (See: Defining Activity Routes on page 2-53). You can enter an unlimited number of components. 5. Enter necessary Components and their Quantities that are required to perform the asset activity. Select the Main tabbed region. Save your work. select the Date Effectivity tabbed region to specify effectivity dates per component. 6.

Navigate to the Master Item form. Examples of components include motors. To set up rebuild items: 1. Rebuildable items are inventory items. however. and computer boards. they need to be associated with work orders for maintenance purposes. you have the option to serialize them. control boxes. or components.Rebuildable Item Setup Rebuildable Item Setup Rebuildable Item Setup tasks include: – – Defining Rebuildable Items on page 2-59 Rebuildable Item/Asset Activity Association on page 2-62 Defining Rebuildable Items Items that are installed. Rebuildable components are not assets. Setting Up 2-59 . removed. and refurbished are referred to as rebuildable items.

or you can copy a rebuildable item from an existing rebuildable item (See: Defining Items. From the drop down list. Enter the rebuild item name in the Item field. up to 240 characters. 2-60 Oracle Enterprise Asset Management User’s Guide . Oracle Inventory User’s Guide). 3.Rebuildable Item Setup Figure 2–36 2. Note: You can create rebuildable items using the template described above. a. b. Enter a Description for this Rebuild Item. 4. and to ensure that the appropriate attributes are applied. select COPY FROM. Select the @Rebuildable template from the list of values. Use the @Rebuildable template to quickly apply attribute values. Select TOOLS from the Tools menu.

Save your work. Note: The Asset Activity Property region is used when setting up asset activities. 2. 3. See Also: Defining Items.Rebuildable Item Setup The following table presents the necessary attribute values that are applied automatically to the Asset Activity. Value Rebuildable Active Enabled Enabled Rebuildable If the current organization is eAM enabled (See: Enabling Organizations for Enterprise Asset Management on page 2-7). select TOOLS from the Tools menu. 6. select the paperclip Attachments icon to attach relevant documents. Oracle Inventory User’s Guide Setting Up 2-61 . Save your work. standard procedures. you can access the Asset Management tab. Select Organization Assignment. URL. and text attachments. From the Master Item form. Enter additional organizations in the available form. this rebuildable item can be associated with an asset activity (See: Rebuildable Item/Asset Activity Association on page 2-62). 4. such as drawings. 7. and reference guides. to this rebuildable item. After saving your work. when using the template: C Attribute User Item Type Item Status Inventory Item Transactable EAM Item Type 5. You can attach file. See: Defining Asset Activities on page 2-43. Optionally. To associate Rebuildable Items to multiple organizations: 1.

To associate Rebuildable Items with Asset Activities: 1. Within the Asset Numbers region. 3. Figure 2–37 Navigate to the Activity and Asset Number/Rebuildable Association form. For example. you may have a Rebuild Engine asset activity. 4.Rebuildable Item Setup Rebuildable Item/Asset Activity Association Once you have defined rebuildable components (See: Defining Rebuildable Items on page 2-59) and asset activities (See: Defining Asset Activities on page 2-43). you can associate asset activities to the rebuildable items. Select an Asset Activity from the list of values. Select Rebuildable from the Item Type list of values. 2-62 Oracle Enterprise Asset Management User’s Guide . Once you create a rebuild work order (See: Rebuild Work Orders on page 3-13) for the engine. 2. select the Main tab. the associated Rebuild Engine asset activity will attach its associated activity BOM (material) and activity routing (resources) to the work order (See: Defining Activity Routes on page 2-53 and Setting Up Activity Bills of Material on page 2-57). and an Engine rebuildable item.

it will default to NULL. and is not relevant to rebuildable components. The Activity Type will default from the asset activity definition (See: Defining 12. 8. select a Priority Code from the list of values. Select a rebuildable item from the list of values in the Asset Group/Rebuildable field. it will default to the system date. The Activity Cause will default from the asset activity definition (See: Defining 11. This field will be used in future functionality. Optionally. activities (See: Asset Item/Asset Activity Association on page 2-46). 6. Repair. Vandalism. If the Effective To field is left blank. This field is for information only. For example. specifying what situation caused this work to be generated. Normal Wear. Overhaul. Optionally enter Effective Dates. If the rebuildable item is serial number controlled (See: Defining Rebuildable Components). For example. you can select an Activity Type from the list of values to update this field. select a Rebuildable Serial Number from the list of values in the Asset Number/Rebuildable Serial Number field. Indicate whether Tag Out procedures are required. Save your work. Breakdown. It should remain generic. If the Effective From field is left blank. 7. Asset Activities on page 2-43). Asset Activities on page 2-43). or Settings. This code indicates the type of maintenance activity needed to be done for this asset activity. 9. The Owning Department field is used when associating asset numbers to asset 14. It is used when defining a job or a standard job. documents may need to be printed along with the activity. Optionally. and should not describe in detail the job to be done. Select the Activity tab. Setting Up 2-63 . Servicing or Cleaning. Lubrication. Inspection. associated 13. 10. you can select an Activity Cause from the list of values to update this field. Optionally. For example.Rebuildable Item Setup 5.

When completing an eAM work order. Oracle Quality User’s Guide). Navigate to the Collection Plans form. When the collection plan is created in Oracle Quality.Quality Setup Quality Setup An eAM work order goes through various steps in its lifecycle (See: eAM Work Order Statuses on page 3-19). To create a new collection plan. Select a valid Collection Plan from the list of values. The last step in the lifecycle is Completion. Quality Setup tasks include: – Creating eAM Quality Collection Plans on page 2-64 Creating eAM Quality Collection Plans To create a collection plan: 1. 2-64 Oracle Enterprise Asset Management User’s Guide . one of the requirements is to enter quality results for the work order’s current asset. 2. You can create collection plans that are specifically used to collect quality data during transactions performed in other applications (See: Collection Plans for Transactions. it is specified whether a completion (See: Work Order Completion on page 3-40) requires quality collection. A list of quality collection plans associated with the current asset and requiring completion will display during the completion process. Oracle Quality User’s Guide. See: Creating Collection Plans. and the range of applicable assets are defined. 3. Select Transactions.

Select EAM Work Order Completion from the Transaction Description list of values. In the above example. indicate whether this collection plan will require the entry of quality results at work order completion. Save your work. only asset groups will be available in the list of values. 5. only work orders for assets that belong to the TRUCK asset group will require the entry of quality results for the current collection plan. 7. Optionally.Quality Setup Figure 2–38 4. Asset Group. select a Condition from the list of values. work order completions will require quality results to be entered. Triggers are restrictions that you define for this collection plan. Work Order. Setting Up 2-65 . For example. 8. 9. Asset Number. Select a From value from the list of values. Valid trigger values are Asset Activity. 6. Optionally. If you selected a Trigger Name. based on asset restrictions you set in the Collection Triggers region. If you select the Mandatory check box. if you selected Asset Group as the Trigger Name. select a Trigger Name from the list of values.

Oracle Quality User’s Guide Overview of Quality Self-Service. Oracle Quality User’s Guide 2-66 Oracle Enterprise Asset Management User’s Guide . See: Collection Plans for Transactions.Quality Setup See Also: For information on all remaining fields. Oracle Quality User’s Guide Overview of Collection Plans.

3 eAM Work Management This chapter discusses managing work in Oracle Enterprise Asset Management. including the following topics: ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ Overview of eAM Work Management on page 3-3 Routine Work Orders on page 3-7 Preventive Maintenance Work Orders on page 3-12 Rebuild Work Orders on page 3-13 Easy Work Orders on page 3-18 eAM Work Order Statuses on page 3-19 eAM Operations and Tasks on page 3-21 Preparing Work Order Operations on page 3-21 Viewing Work Order Operations on page 3-25 Defining Material Requirements on page 3-26 Viewing Material Requirements on page 3-29 Defining Resource Requirements on page 3-31 Viewing Resource Requirements on page 3-34 eAM Work Order Transactions on page 3-37 Operation Completion on page 3-37 Work Order Completion on page 3-40 Rebuild Work Order Completion on page 3-42 Transacting Material on page 3-45 eAM Work Management 3-1 .

❏ ❏ ❏ ❏ Transacting Resources on page 3-46 Viewing Resource Transactions on page 3-47 eAM Work Order Planning on page 3-49 Using the Maintenance Workbench on page 3-49 3-2 Oracle Enterprise Asset Management User’s Guide .

These work orders are then reviewed and shared with Operations to produce an estimated schedule. For each work order. and Downtime variables. such as Materials. you can manually input estimated values for defined Cost Categories. If a variance is recorded into the quality plan. eAM integrates with Oracle Quality. or at a summary level. RCM. For example.Overview eAM Work Management Overview eAM Work Management The work order is the foundation of all maintenance organizations. and Equipment. They can automatically generate through the use of Preventive Maintenance Schedules. Costing Profiles are then used for future Budgeting and Forecasting. at a transaction level. These costs are rolled up based on the hierarchy of the current work order’s associated Asset number. If the work order does not have an associated BOM or associated resources. You can use Quality Collection Plans to predefine required feedback information that must be entered into the eAM system upon a work order’s completion. the system can aggregate the actual costs during the lifecycle of the work order. data to collect can include inspection points for an asset. You can view these actual costs by period. or define them as attributes of an Asset Activity to ultimately default into future work orders generated for specific asset number/asset activity combinations. to develop a costing profile for the current work order. Labor. You can define quality collection plans directly on the work order. This chapter is divided into the following sections: s eAM Work Orders – – – – – Routine Work Orders Preventive Maintenance Work Orders Rebuild Work Orders Easy Work Orders eAM Work Order Statuses Preparing Work Order Operations s eAM Operations and Tasks – eAM Work Management 3-3 . or manually generated as a routine job. the system can aggregate the estimated costs from the associated BOM and resources. the system will create a work request. Work orders define what resources and items are needed to conduct work. For each work order. the issue of an inventoried spare item.

Overview eAM Work Management – – – – – s Defining Material Requirements Defining Resource Requirements Viewing Operations Viewing Material Requirements Viewing Resource Requirements Operation Completion Work Order Completion Rebuild Work Order Competion Transacting Material Transacting Resources Viewing Resource Transactions Using the Maintenance Workbench eAM Work Order Transactions – – – – – – s eAM Work Order Planning – 3-4 Oracle Enterprise Asset Management User’s Guide .

They can be defined manually. the asset activity information associated with the work order’s current asset automatically attaches material and resource requirement information to the work order. such as the activity BOM. quality plans. eAM Work Management 3-5 .eAM Work Orders eAM Work Orders eAM Work Orders are entered against asset numbers. cost information. activity Route (operations). attachments. The following diagram illustrates how when preplanned work orders are created for assets. the work order will inherit the asset activity’s attributes. or generated automatically based on a scheduled activity. and scheduling rules. If you attach a manually created work order to an asset activity (normally the role of a Planner).

eAM Work Orders Figure 3–1 This section includes the following topics: – – – – – Routine Work Orders on page 3-7 Preventive Maintenance Work Orders on page 3-12 Rebuild Work Orders on page 3-13 Easy Work Orders on page 3-18 eAM Work Order Statuses on page 3-19 3-6 Oracle Enterprise Asset Management User’s Guide .

eAM Work Orders Routine Work Orders Routine work orders are normally created by a Planner from the Maintenance Workbench (See: Using the Maintenance Workbench on page 3-49). Figure 3–2 Navigate to the Find Work Orders form. To manually create a work order: 1. The work order number is assigned by the system but is updateable. Material and resource planning (See: Overview of Planning and Scheduling on page 5-2) is used at each status of the routine work order (See: eAM Work Order Statuses on page 3-19). The header information displays general information about the asset and the type of work required. Select New. eAM Work Management 3-7 . 3. and can also be created using a menu option. 2.

In the Scheduled Dates region. If any tasks. 8. the system will load the associated activity BOM (material) (See: Setting Up Activity Bills of Material on page 2-57) and activity route (resources) associated with the activity (See: Defining Activity Routes on page 2-53). or resource requirements exist. Unreleased. for example (See: eAM Work Order Statuses on page 3-19). the scheduling process will move the start date forward (See: eAM Scheduling on page 5-3). For example. 5. 6. you can add an asset activity as long as the work order is at an Unreleased status. 3-8 Oracle Enterprise Asset Management User’s Guide .eAM Work Orders 4. The asset group will default (See: Defining Asset Numbers on page 2-37). If the materials/resources are not available by this date. including Work Order Completion. Only asset activities associated with this asset are available. or an asset activity has not been previously defined. Certain transactions update this status automatically. This can default from the asset (See: Defining Asset Numbers on page 2-37) and/or the asset activity association. Note: If this work order was previously created. these must be deleted before adding an asset activity to a pre-existing work order. Oracle Manufacturing Scheduling User’s Guide). Note: Actual dates will be entered at operation and work order completion. you can no longer change or delete the activity. enter the scheduled Start date of the work order if it is to be based on a forward schedule. On Hold. Select an asset activity from the list of values. Scheduled dates are calculated by the eAM scheduler if you have Oracle Manufacturing Scheduling enabled (See: Overview of Setting Up. The scheduling process will use this date as a starting point to calculate the scheduled end date and duration for allocated resources and materials. but is updateable. Once an activity is saved to a work order. Enter an asset number requiring maintenance. the WIP scheduler will calculate the dates. material. Enter a WIP accounting Class code. Enter the Status. Otherwise. Released. 7. and Draft. This represents the charge (expense) accounts associated with the asset and/or asset activity. Once you select an asset activity.

select an Activity Cause from the list of values to specify what 12. In the Activity Specification region. 11. schedule. 15. Servicing. High. Inspection. established in the 16. 10. Breakdown. If the Firm check box is checked. 14. optionally select an Activity Type from the list of values. Note: Actual dates will be entered at operation and work order completion. depending on the Auto Firm On Release check box setting. or Low. such as Maintenance or 13. It is used when defining a job or a standard job. Otherwise. The scheduling process uses this date as a starting point to calculate the scheduled start date and duration for allocated resources and materials. If the materials and resources are not available by that date. For example. or Settings. This indicates the persons or department responsible for this asset. For example. or Cleaning. Scheduled dates are calculated by the eAM scheduler if you have Oracle Manufacturing Scheduling enabled (See: Overview of Setting Up. select a user defined Work Order Type. This can default from the asset activity (See: Defining Asset Activities on page 2-43). This can default from the asset activity (See: Defining Asset Activities on page 2-43). select a Priority Code from the list of values. This indicates the requested end by date of the work. The Shutdown Type defaults from the asset activity. the scheduling process will move the start date backwards to ensure completion by the required end date (See: eAM Scheduling on page 5-3). For example. Preventive. Repair. situation caused this work to be generated. Vandalism. This code indicates the type of maintenance for this asset activity. Lubrication. Optionally. so that they can be planned together. The Owning Department defaults in from the selected asset (See: Defining Asset Numbers on page 2-37). Optionally. regardless of material or resource availability (See: Overview of Planning and Scheduling). Optionally. Medium. This check box will default as checked or unchecked. Oracle Manufacturing Scheduling User’s Guide). Enter a scheduled Completion date to be used for backward scheduling. planning and scheduling will not adjust the eAM Work Management 3-9 . Normal Wear. the WIP scheduler will calculate the dates. Overhaul. Select the Main tabbed region. This helps the planner group work orders that may require shutdowns.eAM Work Orders 9.

Optionally. select a Schedule Group from the list of values. However. only one work order can be associated with a work request. file. 20. 19. Select the paperclip Attachments icon to attach relevant tagout documents. Tags are generally printed and placed on an asset. Select Delete. select the Tagout Required check box to indicate that the asset area needs to be secured for operations required for carrying out this work order. select the Project/Schedule Group tab. You can de-link a work request from a work order. To link a work request to a work order: a. select the Work Request tab to display work requests associated with this work order. Optionally. The scheduler automatically calculates the duration based upon the operations (resource duration setup) on the work order. c. You can attach URL. select a Project from the list of values. To de-link a work request from a work order: a. b. 17. You can select the Rebuild tab if this work order is created for a component (non-maintainable asset).eAM Work Orders eAM Parameters setup for the current organization (See: Defining eAM Parameters on page 2-9). select a Task from the list of values. Optionally. warning the plant that the asset is shutdown and should not be started. the end date will be calculated based on the work order duration. Released. Optionally. To store tagout documents using the Attachments feature: a. From the Tools menu. b. or text attachments. See: Rebuild Work Orders on page 3-13. Optionally. a. 18. You can link multiple work requests to a single work order. Optionally. or Unreleased statuses (See: eAM Work Order Statuses on page 3-19). Highlight the work request. 3-10 Oracle Enterprise Asset Management User’s Guide . Only work requests at an Awaiting Work Order status can be linked to a work order. select Link Work Request. This check box helps the planner isolate those jobs that require a tagout. If the check box is selected. This check box is updateable for a work orders at Draft.

23. select Operations to prepare necessary operations. you can define asset routes. Optionally. or any specified selection criteria you entered in the Cost View Options region. select Asset Route to view the asset route associated with the current work order’s asset group. Oracle General Ledger. predefined BOMs and Routings. Select the Bill. you can optionally select Select Materials to add this asset BOM to the material requirements for the current work order. select Costs to view work orders falling in the specific accounting periods. Routing tab. See: Defining Resource Requirements on page 3-31. See: Defining Asset Routes on page 2-48. select Resources to view or update the resources assigned to each 25. select Materials to view or update the associated asset’s items list 24. Optionally. Optionally. 26. Once the alternate BOM and Routing are selected. Optionally. actual cost information at user defined. 22. eAM Work Management 3-11 . Optionally. You can only select Asset Route if an Asset Route is associated with the current asset number. These operations will default from the activity route (See: Defining Activity Routes on page 2-53) associated with the current asset activity. Actual Costs: This is the accumulation of all executed maintenance work orders associated with the current asset. based on a specified period. See: Defining Accounting Periods. This tab enables you to select alternate. To eliminate the possibility of creating multiple work orders for the same activity. When you select the Actual Costs type from the list of values. The Cost Manager process runs in the background to provide updated.eAM Work Orders 21. operation. and/or when it is launched from the menu. the system will use the associated items and assign the associated resources needed to execute this work order. periodic intervals. You may need to perform one asset activity on multiple assets. the actual cost information for your specified criteria is provided. Accounting Periods are defined within Oracle General Ledger. See: Setting Up Asset Bills of Material on page 2-50 and Defining Activity Routes on page 2-53. (See: Setting Up Asset Bills of Material on page 2-50 and Defining Material Requirements on page 3-26). but can optionally be updated (See: Preparing Work Order Operations on page 3-21). specified in the Accounting Information by Period region. From the Material Requirements form.

and calendar days. Meters are entered to measure any asset that needs to be measured and periodically serviced. For example. Preventive Maintenance Work Orders eAM enables you to generate work orders automatically based on meter readings. Labor: All employee resource and resource overhead transaction costs will display. scheduled work orders. equipment hours. hours. a pipe may start out at 12 millimeters. it needs to be replaced (See: Meters on page 4-3). You can create a PM scheduling definition (See: Entering 3-12 Oracle Enterprise Asset Management User’s Guide . When you select Estimated Costs type from the list of values. based on the measurement. the difference between the actual costs recorded and estimated costs will display. estimated. and materials for specific operations of the current work order. Save your work. based on meter readings. Material: All material and material overhead transaction costs will display. by usage. and variance costs for labor hours. Equipment: All material resource and resource overhead transaction costs will display. periodic intervals. Optionally. estimated. equipment hours. 27. estimated cost information at user defined. and/or when it is launched from the menu. or based on the condition of an asset. select Details to view actual. Variance Costs: When you select Variance Cost type from the list of values. enabling you to budget costs.eAM Work Orders Estimated Costs: A BOM (material parts list) and routing (resources) can be associated with a work order. Optionally. select a work order. Scheduling definitions are defined to create forecasted. For example. an operation may end up being handed over (See: Managing Operations on page 7-220) to another department (crew). Preventive maintenance (PM) activities reduce the probability of failure or degradation of the assets’ physical conditions. Estimated and actual costs may differ because all materials or resources associated with a work order may not actually be used when the work order is executed. These activities are carried out periodically. The Work Order Cost process runs in the background to provide updated. 28. runtime intervals. and variance costs for labor 29. the estimated costs of all materials and resources associated with a work order display. then select Value Summary to view a summary of the actual. but when it wears to only four millimeters. and materials against the current work order.

You can execute the Generate PM Work Orders process. or an asset route (See: Defining Asset Routes on page 2-48). Navigate to the Find Rebuild Work Orders form. The instructions below show you the option of creating a rebuild work order without issuing any new material. Based on the parameters that you select. you found that the motor. the program will create work orders based on the scheduling definitions you defined (See: Generating Work Orders on page 4-18). a work order was issued for the inspection of a pump.eAM Work Orders PM Scheduling Definitions on page 4-12) for an asset number/asset activity combination (See: Asset Item/Asset Activity Association on page 2-46). and the PM scheduler process creates work orders. You can repair and then re-install this motor component. the asset genealogy will not be updated. You can view these work order suggestions using the Maintenance Workbench (See: Maintenance Workbench). Once you have defined PM scheduling definitions. and will not go to a subinventory when the work order has completed. Select New. If you choose to perform a material issue from inventory. the new motor component will attach to the work order. In this case. In this case. automatically creating the child. one of the components of the pump. If you choose to repair and then re-install the problematic motor component. See Also: Overview of Preventive Maintenance on page 4-2 Rebuild Work Orders You may need to create Rebuild Work Orders as child work orders of parent work orders. For example. rebuild work order number associated to the parent work order. During the pump inspection. The component needing to be rebuilt will be replaced back into the asset (motor placed back into the pump. You have two choices. you can manually create the child rebuild work order for the old motor component. is problematic. To create rebuild work orders: 1. the asset genealogy would automatically update to identify this new item number. or you can replace the component by issuing a new motor component from inventory. 2. eAM Work Management 3-13 . for example).

See: Defining Material Requirements on page 3-26. The Serial Number will default if the component is serialized (See: Defining Rebuild Items on page 2-59). enter a Description for this work order. Enter a Rebuild Item requiring maintenance. select an asset activity from the list of values. If an activity does not exist.eAM Work Orders Figure 3–3 The header information displays general information about the component and the type of work required. you can add operations. Optionally. 3-14 Oracle Enterprise Asset Management User’s Guide . Defining Resource Requirements on page 3-31. and material/resource requirements to this work order manually. 3. 4. Optionally. and Preparing Work Order Operations on 6. up to 240 characters. A work order number is assigned by the system but is an updateable field. 5. If there are any open rebuild work orders for this same item and serial number. Only activities associated with this component are available (See: Rebuildable Item/Asset Activity Association on page 2-62). then you will see a warning.

including Work Order Completion. For example. This can defaulted from the asset and/or the Asset Activity Association Table. but is updateable. you can still update the material and resources from the Maintenance Workbench (See: Maintenance Workbench. The scheduling process uses this date as a starting point to calculate the scheduled start date and duration for allocated resources and materials. the WIP scheduler will calculate the dates. In the Activity Specification region. 9. Enter a WIP accounting Class code. Enter the Status. If the materials/resources are not available by this date. Unreleased. 10. Otherwise. Scheduled dates are calculated by the eAM scheduler if you have Oracle Manufacturing Scheduling enabled (See: Overview of Setting Up. 11. Released. Otherwise. If the materials and resources are not available by that date. Oracle Manufacturing Scheduling User’s Guide). Note: Actual dates will be entered at operation and work order completion. 7. optionally select an Activity Type from the list of values. enter the scheduled Start date of the work order if it is to be based on a forward schedule. Oracle Manufacturing Scheduling User’s Guide). This indicates the requested end by date of the work. Enter a scheduled Completion date to be used for backward scheduling. This code indicates the type of maintenance for this asset activity. Certain transactions update this status automatically. and Draft.eAM Work Orders page 3-21. This represents the charge (expense) accounts associated with the asset and/or asset activity. for example (See: eAM Work Order Statuses on page 3-19). Scheduled dates are calculated by the eAM scheduler if you have Oracle Manufacturing Scheduling enabled (See: Overview of Setting Up. Note: Actual dates will be entered at operation and work order completion. The scheduling process will use this date as a starting point to calculate the scheduled end date and duration for allocated resources and materials. the scheduling process will move the start date forward (See: eAM Scheduling on page 5-3). eAM Work Management 3-15 . On Hold. the WIP scheduler will calculate the dates. 8. In the Scheduled Dates region. If an activity does exist. the scheduling process will move the start date backwards to ensure completion by the required end date (See: eAM Scheduling on page 5-3).

See: Defining Accounting Periods. labor. For example. Overhaul. This can default from the asset activity (See: Defining Asset Activities on page 2-43). select Materials to view or update the associated asset’s items list 17. select Value Summary to view actual. See: Defining Resource Requirements on page 3-31. You may need to perform one asset activity on multiple assets. For example. Optionally. estimated. select a user defined Work Order Type. 13. or Settings. Optionally. Optionally. This can default from the asset activity (See: Defining Asset Activities on page 2-43). and equipment. You can only select Asset Route if an Asset Route is associated with the current asset number. 19. select Asset Route to view or update the asset route associated with the current work order’s asset group. Optionally. Lubrication. Oracle General Ledger. or Cleaning. but can optionally be updated (See: Preparing Work Order Operations on page 3-21). Preventive. such as Maintenance or 14. Accounting Periods are defined within Oracle General Ledger. 12. select Operations to prepare necessary operations. Vandalism. Select the Rebuild tabbed region. operation. This is the work order that the rebuild work order is associated with. Breakdown. In the example above. Optionally. Inspection. you can define asset routes.eAM Work Orders It is used when defining a job or a standard job. specified in the Accounting Information by Period region. 16. Normal Wear. Optionally. 15. Repair. then select a Parent Work Order number from the list of values. Optionally. See: Defining Asset Routes on page 2-48. and material costs 3-16 Oracle Enterprise Asset Management User’s Guide . the Parent Work Order was the pump inspection. These operations will default from the activity route (See: Defining Activity Routes on page 2-53) associated with the current asset activity. for material. To eliminate the possibility of creating multiple work orders for the same activity. periods. Servicing. select an Activity Cause from the list of values to specify what situation caused this work to be generated. Optionally. select Resources to view or update the resources assigned to each 18. select Costs to view work orders falling in the specific accounting 20. (See: Setting Up Asset Bills of Material on page 3-21 and Defining Material Requirements on page 3-26).

When you select Estimated Costs type from the list of values. and/or when it is launched from the menu. Estimated Costs: A BOM (material parts list) and routing (resources) can be associated with a work order. and/or when it is launched from the menu. periodic intervals. actual cost information at user defined. Estimated and actual costs may differ because all materials or resources associated with a work order may not actually be used when the work order is executed. based on a specified period.eAM Work Orders Figure 3–4 Actual Costs: This is the accumulation of all executed maintenance work orders associated with the current asset. estimated cost information at user defined. the estimated costs of all materials and resources associated with a work order display. The Work Order Cost process runs in the background to provide updated. an operation may end up being handed over (See: eAM Work Management 3-17 . When you select the Actual Costs type from the list of values. the actual cost information for your specified criteria is provided. periodic intervals. or any specified selection criteria you entered in the Cost View Options region. enabling you to budget costs. For example. The Cost Manager process runs in the background to provide updated.

and materials against the current work order.eAM Work Orders Managing Operations on page 7-220) to another department (crew). Oracle Inventory User’s Guide) and Work Order Completion. Equipment: All material resource and resource overhead transaction costs will display. When creating an easy work order. and materials for specific operations of the current work order. and enable you to avoid operation and resource planning. select a work order. For example. hours. equipment hours. enabling you to execute the work order. 21. as with planned work orders. Note: A requirement for rebuild work orders is the completion subinventory must be an expense subinventory (See: Subinventory General Ledger Account Fields. 3-18 Oracle Enterprise Asset Management User’s Guide .Variance Costs: When you select Variance Cost type from the list of values. These work orders can only be created in eAM Self Service (See: Creating Easy Work Orders on page 7-22). etc. the work order is automatically at a Released status (See: eAM Work Order Statuses on page 3-19). estimated. easy work orders can be associated to asset activities from the Maintenance Workbench (See: Using the Maintenance Workbench on page 3-49). estimated. Easy Work Orders Easy Work Orders have been referred to as unplanned work orders. and variance costs for labor 23. request materials. the difference between the actual costs recorded and estimated costs will display. an asset activity will not default into the work order. Save your work. 22. charge labor. Once created. Optionally. Optionally. Note: Once created. equipment hours. based on the asset item/asset activity association (See: Asset Item/Asset Activity Association on page 2-46). and variance costs for labor hours. then select Value Summary to view a summary of the actual. Material: All material and material overhead transaction costs will display. select Details to view actual. Labor: All employee resource and resource overhead transaction costs will display.

Figure 3–5 eAM Work Order Lifecycle Status Draft Description No scheduling of work orders at a Draft status can take place. You can charge labor. request materials. and scheduling for this work order takes place (See: eAM Scheduling on page 5-3) to create the scheduled start or end date. Multiple work orders associated with the same asset activity (See: Defining Asset Activities on page 2-43) cannot have the same work order status. Complete. then move to Released. You cannot charge labor. These statuses can vary depending on the type of work order created. you can execute a work order. and finally Closed. easy work orders are created in a Released status. completely bypassing the Draft status (See: Creating Easy Work Orders on page 7-22). Once a work order is Released. You can release a work order from the Work Orders form (See: Routine Work Orders on page 3-7). and within the Work Order Summary page within eAM Self Service (See: Work Orders on page 7-21). For example. the Maintenance Workbench. The diagram below illustrates how eAM work orders may start at a Draft status. or request materials for work orders at this status. Released eAM Work Management 3-19 .eAM Work Orders eAM Work Order Statuses An eAM work order may progress through several statuses throughout its lifecycle duration.

Scheduling can take place for these work orders (See: eAM Scheduling on page 5-3) but you cannot charge labor or request materials. An Unreleased work order cannot be changed to a Draft status. You can unclose a work order to bring it back to a Complete status. You cannot charge any accounts once an eAM work order is closed. you can still charge labor. When a work order is completed. You can uncomplete a work order to take it back to a Released status. You cannot charge labor or request materials for a work order at this status.eAM Work Orders Status Unreleased Description You can move an eAM work order in Draft or Released status to Unreleased. Complete Closed On-Hold Cancel 3-20 Oracle Enterprise Asset Management User’s Guide . A Complete status for an eAM work order does not require any operation to be completed. eAM work orders at Released and Unreleased statuses can be put on hold. You can cancel an eAM work order at any status in its lifecycle.

for example. Operations can be scheduled to run in parallel. Operation 20 cannot be performed until Operation 10 is complete. In the screen shot below. for example. since there is a line connecting the operations. Select Continue. These operations are assigned resources. or through dependent steps. The activity route is comprised of operations necessary in completing the activity. The operation numbers identify the sequence that they need to be performed. eAM Work Management 3-21 . 3. Operation 40 is independent. it can be performed at any time. trades people. associated with assigned resources (trades people. and equipment). bringing its related activity route (See: Defining Activity Routes on page 2-53) and BOM. 2. Operation 20 is dependent on Operation 10. When you enter a work order for an asset. Navigate to the Select Work Order form. Operations 30 and 40 run in parallel to each other. outside service providers. the asset’s associated asset activity (See: Asset Item/Asset Activity Association on page 2-46) will attach to the work order. and equipment. This section includes the following topics: – – – – – – Preparing Work Order Operations on page 3-21 Viewing Work Order Operations on page 3-25 Defining Material Requirements on page 3-26 Viewing Material Requirements on page 3-29 Defining Resource Requirements on page 3-31 Viewing Resource Requirements on page 3-34 Preparing Work Order Operations Operations (also known as tasks) prepare the instructions or logistics to perform a repair. Choose a work order from the list of values. You can view and update these operations right from the work order. Every operation is assigned to a department (See: Defining Departments and Resources on page 2-12).eAM Operations and Tasks eAM Operations and Tasks Operations prepare the instructions or logistics to perform a repair. outside service providers. To prepare operations: 1. sequence.

enter or update an Operation sequence. If you use a standard operation code. Operations are generally assigned in increments of ten. use the Operation Code list of values. according to your profile setup (See: Item and Operation Sequence. Oracle Bills of Material User’s Guide). when necessary. Select the Operation icon. to copy or reference standard operations into a routing. 3-22 Oracle Enterprise Asset Management User’s Guide . enter a Description for this operation. or let the system automatically generate it for you. You can define a new standard operation by selecting Standard Operations from the Tools menu. then click in the header. the operation information for that code will be copied into the current operation. Optionally.eAM Operations and Tasks Figure 3–6 4. Oracle Bills of Material User’s Guide). This displays the New Operation window. 7. This enables you to later insert additional steps. Optionally. You can then update that information as desired (See: Creating a Standard Operation. 5. Optionally. 6.

Select an Assigned Department from the list of values. Select OK to bring the Operations form back up. based on the resources and materials. 10. The planning process uses the scheduled completion date to recommend creation of purchase orders for the materials (See: Overview of Planning and Scheduling on page 5-2).eAM Operations and Tasks 8. Oracle Manufacturing Scheduling User’s Guide). Select a scheduled Completion date for this operation to be based on a 11. 9. If the materials and resources are not available by this date. the scheduling process will move the completion date of the work order backward. Optionally. If an asset activity has been assigned to this work order. the WIP scheduler will calculate the dates. based on the resources and materials. This helps the planner group work orders that may require shutdowns. If the materials and resources are not available by this date. backward schedule. Scheduled dates are calculated by the eAM scheduler if you have Oracle Manufacturing Scheduling enabled (See: Overview of Setting Up. The planning process uses the scheduled start date to recommend creation of purchase orders for the materials (See: Overview of Planning and Scheduling on page 5-2). 12. the scheduling process will move the start date of the work order forward. The eAM scheduling process uses the scheduled start date as a starting point to calculate the duration of the operation. Otherwise. The assigned department identifies the role responsible for performing the work outlined within the work order. so that they can be planned together. The eAM scheduling process uses the scheduled end date as a starting point to calculate the duration of the operation. Select a scheduled Start Date for this operation to be based on a forward schedule. Scroll over to the far right field. the owning department will default from the asset activity. This will default from the Asset Number’s Production Organization. eAM Work Management 3-23 . select a Shutdown Type from the list of values. Notice that the operations entered in the previous window display at the bottom of this form. This defaults from the asset activity. if not entered here. Note: Actual dates will be entered at operation and work order completion.

Figure 3–7 3-24 Oracle Enterprise Asset Management User’s Guide . or let it calculate as the difference between the estimated Start Date and estimated End Date. Once selected. Optionally. select Materials to view or update the associated items list for the current operation (See: Setting Up Activity Bills of Material on page 2-57 and Defining Material Requirements on page 3-26). and is measured in hours. Optionally. select Resources to view or update the resources assigned to the current operation. You can manually enter this. 15. you can create dependencies as necessary. Optionally. After all necessary operations are entered. select the Connect icon to connect dependent operations. You may need to move operations around.eAM Operations and Tasks The Duration identifies the duration of the operation. 13. you can draw a line between dependent operations. select the Drag icon to move an operation. 14. Optionally.

as well as materials. for each resource operation. See: Preparing Work Order Operations on page 3-21. outside service providers. Prior. The View Operations form does not enable you to update the operations. or Next from the Scheduled list of values. For instructions on updating operations. These operations are assigned resources (trades people. Select Yes. See: Viewing Work Order Operations. Navigate to the View Operations form. The example above illustrates that you can schedule to the resource level within an operation. See: Enabling eAM Scheduling on page 5-3 and Defining Resource Requirements on page 3-31. Note: You can view work order operations in a view-only mode. No. eAM Work Management 3-25 .eAM Operations and Tasks If you select the Scheduling tabbed region. you can choose whether it will be included in scheduling. To view operations: 1. a. b. From the Select Work Order window. and equipment). a. select a Work Order from the list of values. Select Continue. Viewing Work Order Operations You can view the operations required to perform a repair.

view. 3. See Also: Preparing Work Order Operations on page 3-21 Defining Material Requirements When you enter a work order for an asset. you can update. Select Resources to view resource assignment. However. See: Defining Material Requirements on page 3-26.eAM Operations and Tasks Figure 3–8 2. See: Defining Resource Requirements on page 3-31. and delete material requirements as necessary for a specific work order. the asset’s associated activity will attach the required material (See: Setting Up Activity Bills of Material on page 2-57) and resources to complete its operations. Select Materials to view material requirements. 3-26 Oracle Enterprise Asset Management User’s Guide . add.

Optionally. Select Continue. in the Inventory Items region. 4. or by selecting Select Materials. 2. When you select Select Materials. Choose a work order from the list of values. 3.eAM Operations and Tasks To define work order material requirements: 1. eAM Work Management 3-27 . Figure 3–9 Navigate to the Select Work Order form. you can view or update the current work order’s associated asset’s items list (See: Setting Up Asset Bills of Material on page 2-50) by placing your cursor in the Material field. the current’s asset’s associated asset bill of material items will become available to add to the required materials for the current work order.

eAM Operations and Tasks Figure 3–10 5. Optionally. select the Supply tabbed region. If the work order is project related. 3-28 Oracle Enterprise Asset Management User’s Guide . Optionally. 6. select Direct Item to select direct items from supplier catalogs. You can exit Self Service Purchasing and return to the Material Requirements form by selecting Return To Portal. 7. Oracle Self Service Purchasing defaults the Work Order Number and Operation Number. 8. create requisitions. then the project and task information is captured in the purchase requisition (See: Overview of Direct Item Procurement for eAM Work Orders on page 6-2). as well as the class code information for correct expensing. the current work order and operation reference values will be passed to the requisition created. Once you select Direct Item. select the Quantities tabbed region to update the quantity Required. and add them to your items list. Optionally. Optionally. non-inventoried items that are purchased directly from the supplier. Direct Items are one time. to select a supply Type and Subinventory from the lists of values. select the Main tabbed region to change operation sequence and the Date Required.

the work order’s associated activity will attach the required material (See: Setting Up Activity Bills of Material on page 2-57) and resources to complete its operations. Viewing Material Requirements When you enter a work order for an asset. 10. See: Viewing Material Requirements on page 3-29. a. the Direct Items region will reflect any requisition and purchase order details. To view work order material requirements: 1. You can view material requirements for a specific work order. Note: You can view work order material requirements in a view-only mode. Select Continue. b. Select Copy to Asset to dynamically update the BOM associated to the Asset Activity or Asset Group with any items list changes (See: Setting Up Asset Bills of Material on page 2-50). eAM Work Management 3-29 .eAM Operations and Tasks – Upon re-inquiry of this work order. Navigate to the View Material Requirements form. From the Select Work Order window. 9. You can purchase direct items from a Requisition or Purchase Order form if you have Oracle Purchasing installed (See: Entering Purchase Orders for Direct Items on page 6-9). Save your work. Note: You must have Oracle Self Service Purchasing installed for this functionality. select a Work Order from the list of values.

a.eAM Operations and Tasks Figure 3–11 2. You can view them by warehouse. Oracle Inventory User’s Guide 3-30 Oracle Enterprise Asset Management User’s Guide . See Also: Defining Material Requirements on page 3-26 Defining Subinventories. In the Main tabbed region. c. In the Inventory Items region. and at the subinventory level. b. you can view the quantities Required. In the Quantities tabbed region. In the Supply tabbed region. you can view operation sequence and the Date Required. you can view supply Type and Subinventory information for the inventoried items. you can view Inventoried items on this work orders’s required items.

add. eAM Work Management 3-31 . Resources are used to perform a task for a maintenance operation. See: Defining Departments and Resources on page 2-12. you specify a department and list of resources and usages. outside processing services. and assigned to the current operation of the routing. 3. setup. Navigate to the Select Work Order window. or cost. machines. but you do not need to use all resources assigned to the department. For each operation you define. The resources that display on the following Resources form were assigned to the department. update. Choose a work order from the list of values. run. A resource is anything you require to perform. When you define your departments. Select Continue. To define resource requirements: 1. An operation can use any resource that is available in the department. or delete resource requirements for a work order. A resource and usage rate for all scheduled activities is required in a routing. and physical space.eAM Operations and Tasks Defining Resource Requirements You can view. schedule. and move time. Scheduled resources can include queue. including but not limited to: employees. you assign the resources available in each department and the shifts that each resource is available (See: Defining Departments and Resources on page 2-12). 2.

3-32 Oracle Enterprise Asset Management User’s Guide . Oracle Bills of Material User’s Guide. You can only update this if the BOM: Update Resource UOM profile option is set to Yes. It needs to be the same as the site level profile option. 7. See: Defining Departments and Resources on page 2-12. Select an Operation from the list of values. BOM: Hour UOM. the UOM will default based on the Resource definition. 6. The UOM needs to be time-based for this work order to be scheduled. Enter a Resource Sequence. See: Bills of Material Profile Options. In the Main tabbed region. Only valid operations associated with the routing will display in the list of values. 5. You can have multiple resources for on operation.eAM Operations and Tasks Figure 3–12 4. Choose a Resource from the list of values. See: Preparing Work Order Operations on page 3-21.

10. You can view the Required quantity of this 11. the scheduling process can schedule at that level. You can define specific machines to any of your machine type resources and you can define specific employees to any of your labor type resources. Enter the Usage Rate or Amount Value for the resource. equipment. Manual: You can manually enter the cost. The Department will default as the area the current resource is assigned to. Lot: Charge and schedule the resource where the resource usage quantity is the amount required per job or schedule. and miscellaneous materials.eAM Operations and Tasks 8. 16. Optionally. select Instances to view or update a list of specific people or equipment assigned to this resource. See: Preparing Work Order Operations on page 3-21. Select a Basis by which to charge and schedule the resource. costing information. You can view and update scheduling information. resource to be used. and then later view the results in the Scheduler Workbench (See: Using the Scheduler Workbench on page 5-7). Optionally. The Person tabbed region displays persons grouped in specific roles. This will default based on the Resource definition. See: Defining Departments and Resources on page 2-12. This information defaults from the Usage Rate/Amount information. You can view and update this resource’s 13. Oracle Bills of Material User’s Guide). You can post usage time for employees. 9. 14. Optionally. The Open amount or rate identifies the amount of the resource left to use (the difference between the Required and Applied). Oracle Bills of Material User’s Guide. Select the Scheduling tabbed region. Select the Costing tabbed region. eAM Work Management 3-33 . When a resource has instances defined. select the Phantom check box to indicate whether this resource is a phantom (See: Phantoms. select the Standard Rate check box to indicate that the cost applied to this resource does not change. Select the Quantities tabbed region. You can also view the Applied amount or rate of the resource already used. Item: Charge and schedule the resource where the resource usage quantity is the amount required per assembly unit you make. Select a Charge Type from the list of values. See: Defining a Resource. PO receipt: The cost will default as the cost on the purchase order receipt. The Equipment tabbed region displays similar types of equipment grouped by resource. This information defaults from the current operation’s setup. 12. 15.

including but not 3-34 Oracle Enterprise Asset Management User’s Guide . you can define all machines belonging to the resource GRINDERS. Resources define the time an assembly spends at an operation and the cost you incur for the operation. Save your work. See: Defining a Resource. and can have its own unique capacity definition. See Also: For information on all remaining fields. schedule. A resource is anything you require to perform. An individual grinder machine can then be a specific resource requirement and scheduled. This information defaults from your current resource definition. Figure 3–13 17.eAM Operations and Tasks For example. or cost. You can only add people and equipment that have been associated with the current resource. Oracle Bills of Material User’s Guide Viewing Resource Requirements You can view resource requirements for a work order. See: Defining a Resource. Oracle Bills of Material User’s Guide.

setup. Navigate to the View Resource Requirements form. A resource and usage rate for all scheduled activities is required in a routing. View the list of operations and their resources associated to the current work order. outside processing services. To view resource requirements: 1. and physical space. b. You can view resource requirements in a view-only mode. select a Work Order from the list of values. machines. Figure 3–14 2. From the Select Work Order window. run. eAM Work Management 3-35 . a.eAM Operations and Tasks limited to: employees. Scheduled resources can include queue. Select Continue. and move time.

eAM Operations and Tasks See Also: Defining a Resource. Oracle Bills of Material User’s Guide Preparing Work Order Operations on page 3-21 Defining Departments and Resources on page 2-12 Defining Resource Requirements on page 3-31 3-36 Oracle Enterprise Asset Management User’s Guide .

This section includes the following topics: – – – – – – Operation Completion on page 3-37 Work Order Completion on page 3-40 Rebuild Work Order Completion on page 3-42 Transacting Material on page 3-45 Transacting Resources on page 3-46 Viewing Resource Transactions on page 3-47 Operation Completion Operations prepare the instructions or logistics to perform a repair.eAM Work Order Transactions eAM Work Order Transactions There are two types of eAM work order transactions: material and resource. For example. if an operation is dependent upon another operation. outside service providers. Navigate to the Operation Completion form. bringing its related activity route (See: Defining Activity Routes on page 2-53) and BOM. Every operation is assigned to a department (See: Defining Departments and Resources on page 2-12). or equipment) to a work order. operation 20 is dependent on operation 10 completing. the asset’s associated asset activity (See: Asset Item/Asset Activity Association on page 2-46) will attach to the work order. A material transaction is utilized when you need to issue material from inventory to a work order. eAM Work Management 3-37 . You cannot uncomplete operation 10 once operation 20 has been completed. you can perform an Operation Uncompletion. you cannot uncomplete that operation’s dependency if the current operation is complete. You can Complete and Uncomplete operations. When you enter a work order for an asset. The activity route is comprised of operations necessary in completing the activity. associated with assigned resources (trades people. However. and equipment). Once an operation is complete. To complete an operation: 1. A resource transaction is utilized when you need to charge resources (for example labor.

To uncomplete an operation: 1. 4. and Actual End Date. This is the operation you wish to complete.eAM Work Order Transactions Figure 3–15 2. Optionally. Select an Operation Sequence from the list of values (See: Defining Activity Routes on page 2-53 and Preparing Work Order Operations on page 3-21). enter an actual Duration. 7. 6. Select a Work Order from the list of values. Changing the times and duration affects resource usage for employees and equipment. The Transaction Date will default as the system date. Navigate to the Operation Completion form. It is automatically calculated as the difference between the Estimated Start Date and Estimated End Date. enter a Reconciliation Code. Operation Completed or Operation Partially Completed. 3-38 Oracle Enterprise Asset Management User’s Guide . Optionally. 8. Actual Start Date. For example. 3. 5. Optionally. Actual Duration identifies the total elapsed time of the Work Order. but you can optionally change this. Save your work. enter a date range if the operation was shutdown during the operation. in the Duration region. This is a simple description of why you are completing this operation.

in the Duration region. enter a Reconciliation Code. but you can optionally change this. enter an actual Duration. 6. Optionally. Select a completed Operation Sequence from the list of values (See: Defining Activity Routes on page 2-53 and Preparing Work Order Operations on page 3-21). 4. 8. Changing the times and duration affects resource usage for employees and equipment. 5. and Actual End Date.eAM Work Order Transactions Figure 3–16 2. Save your work. See Also: Preparing Work Order Operations on page 3-21 Defining Activity Routes on page 2-53 eAM Work Management 3-39 . 7. Optionally. Select a Work Order from the list of values. Actual Start Date. 3. Optionally. This is a simple description of why you are uncompleting this operation. enter a date range if the operation was shutdown during the operation. This is the operation you wish to uncomplete. It is automatically calculated as the difference between the Estimated Start Date and Estimated End Date. The Transaction Date will default as the system date. Actual Duration identifies the total elapsed time of the Work Order.

the date you complete a work order needs to be greater than (later) or equal to the end date of the operation that has the latest end date. Oracle Work In Process User’s Guide Work Order Completion eAM Work Orders are entered against asset numbers.You can uncomplete a work order once it’s completed. or generated automatically based on a scheduled activity. To complete a work order: 1. However. Likewise. 3-40 Oracle Enterprise Asset Management User’s Guide . asset Route (operations). such as the asset BOM. the date you start a work order needs to be earlier than or equal to the start date of the operation with the earliest start date. Navigate to the Work Order Completion form. quality plans. or by accessing the Work Order Completion menu option.eAM Work Order Transactions Operation Completion Moves. and scheduling rules. bringing it back to a Released status (See: eAM Work Order Statuses on page 3-19). from the Work Plans tab in eAM Self Service (See: Work Plans on page 7-25). They can be defined manually. attachments. The operations within a work order do not need to be complete in order to complete a work order. If you attach a manually created work order to an asset activity (normally the role of a Planner). Planners or Crew Supervisors can complete or uncomplete work orders using the Maintenance workbench (See: Maintenance Workbench). cost information. the work Order will inherit the asset activity’s attributes.

enter an actual Duration. but you can optionally update this. Work Order Completed or Work Order Partially Completed. Select Meter Readings to enter mandatory meter readings. 4. in the Duration region. meter readings are required for all runtime interval meters associated with the asset in the PM scheduling definition. meter readings are mandatory for work orders generated by the PM scheduling engine. Changing the times and duration affects resource usage for employees and equipment. and Actual End Date. 6. If you enter a Reading Change. 3. the Current Reading will default. At work order completion. the Reading Change will default. For example. The Transaction Date defaults as the system date. Once a work order is completed. See: Entering PM Scheduling Definitions on page 4-12. If you enter a Current Reading. Optionally. It is automatically calculated as the difference between the Estimated Start Date and Estimated End Date. Select a Work Order from the list of values. If there is a meter associated with this asset. eAM Work Management 3-41 . enter a Reconciliation Code. 5. Actual Duration identifies the total elapsed time of the Work Order. Optionally.eAM Work Order Transactions Figure 3–17 2. Actual Start Date. This is a simple description of why you are completing this work order. you will be prompted to enter a Current Reading or a Reading Change.

it was specified whether the collection plan required completion. but you can optionally update this. 4. Oracle Quality collection plans associated with the current work order’s associated asset and requiring completion display.eAM Work Order Transactions Indicate whether you would like to Reset the Current Reading to zero by selecting the Reset check box. Changing the times and duration affects resource usage for employees and equipment. It is automatically calculated as the difference between the Estimated Start Date and Estimated End Date. enter a Reconciliation Code. and Actual End Date. Optionally. When the collection plan was created. during the eAM collection plan creation process. Optionally. the date you complete 3-42 Oracle Enterprise Asset Management User’s Guide . See: Creating eAM Quality Collection Plans on page 2-64. Required fields are dependent on the Collection Plan’s collection element specifications. enter an actual Duration. Save your work. Actual Start Date. See Also: Entering Meter Readings on page 4-7 Rebuild Work Order Completion You must first complete all rebuild/children work orders (See: Rebuild Work Orders on page 3-13) before you can complete a parent work order (See: Work Order Completion on page 3-40). 8. 5. 2. Also. Save your work. Actual Duration identifies the total elapsed time of the Work Order. The operations within a work order do not need to be complete in order to complete a work order. The Transaction Date defaults as the system date. 3. in the Duration region. triggers can be specified to make only certain assets eligible for the collection plan See: Creating eAM Quality Collection Plans on page 2-64. To uncomplete a work order: 1. Select a completed Work Order from the list of values. However. 6. This is a simple description of why you are uncompleting this work order. Navigate to the Work Order Completion form. 7.

This is a simple description of why you are completing this work order. enter a Reconciliation Code. Work Order Completed or Work Order Partially Completed. Likewise. Only rebuild work orders are available for selection. Select a rebuild Work Order from the list of values. eAM Work Management 3-43 . from the Work Plans tab in eAM Self Service (See: Work Plans on page 7-25). 3. 2. Figure 3–18 Navigate to the Rebuild Completion form.eAM Work Order Transactions a work order needs to be greater than (later) or equal to the end date of the operation that has the latest end date. Optionally.You can uncomplete a work order once it’s completed. For example. or by accessing the Work Order Completion menu option. the date you start a work order needs to be earlier than or equal to the start date of the operation with the earliest start date. 4. but you can optionally update this. The Transaction Date defaults as the system date. bringing it back to a Released status (See: eAM Work Order Statuses on page 3-19). Planners or Crew Supervisors can complete or uncomplete work orders using the Maintenance workbench (See: Maintenance Workbench). To complete a rebuild work order: 1.

enter an actual Duration. Optionally. See: Creating eAM Quality Collection Plans on page 2-64. See: Entering PM Scheduling Definitions on page 4-12. This is a simple description of why you are uncompleting this work order. To uncomplete a rebuild work order: 1. meter readings are mandatory for work orders generated by the PM scheduling engine. in the Duration region. Select a completed rebuild Work Order from the list of values. the Current Reading will default. Optionally. Actual Start Date. in the Duration region. 4. At work order completion. you will be prompted to enter a Current Reading or a Reading Change. When the collection plan was created. the Reading Change will default.eAM Work Order Transactions 5. Required fields are dependent on the Collection Plan’s collection element specifications. 2. Actual Duration identifies the total elapsed time of the 3-44 Oracle Enterprise Asset Management User’s Guide . enter an actual Duration. Once a work order is completed. 6. 7. Changing the times and duration affects resource usage for employees and equipment. If you enter a Reading Change. 8. If there is a meter associated with this asset. Navigate to the Rebuild Work Order Completion form. Also. Actual Duration identifies the total elapsed time of the Work Order. If you enter a Current Reading. Select Meter Readings to enter mandatory meter readings. Oracle Quality collection plans associated with the current work order’s associated asset and requiring completion display. Save your work. and Actual End Date. Indicate whether you would like to Reset the Current Reading to zero by selecting the Reset check box. and Actual End Date. during the eAM collection plan creation process. 3. Actual Start Date. Optionally. triggers can be specified to make only certain assets eligible for the collection plan See: Creating eAM Quality Collection Plans on page 2-64. it was specified whether the collection plan required completion. enter a Reconciliation Code. meter readings are required for all runtime interval meters associated with the asset in the PM scheduling definition. It is automatically calculated as the difference between the Estimated Start Date and Estimated End Date. 5. but you can optionally update this. The Transaction Date defaults as the system date.

Navigate to the Material Transactions form. It is automatically calculated as the difference between the Estimated Start Date and Estimated End Date.eAM Work Order Transactions Work Order. Changing the times and duration affects resource usage for employees and equipment. Save your work. 2. See Also: Entering Meter Readings on page 4-7 Transacting Material To create a material transaction: 1. Figure 3–19 eAM Work Management 3-45 . 6. In the Transaction region. Select a valid Work Order from the list of values. 3. indicate whether this transaction is for a Specific Component (See: Rebuild Work Orders on page 3-13) or for All Material (inventory items that are not of Rebuild Item Type).

Select a valid work order from the list of values. For example. 3. See: Issuing and Returning Specific Components. To create a resource transaction: 1. or cost. including but not limited to: employees. See Also: For information on all remaining fields. machines. 7. schedule. and physical space. Select the Item from the list of values that you are taking from inventory and issuing to the current work order. 3-46 Oracle Enterprise Asset Management User’s Guide . outside processing services. Save your work. 9. A resource is anything you require to perform. 2. 5. 6.eAM Work Order Transactions 4. You will receive a warning if the item you choose is not included in the work order BOM (See: Setting Up Asset Bills of Material on page 2-50). Select the Operation Sequence of the current work order routing to associate this material. labor or equipment resources. Select the Subinventory from the list of values from where this Item resides. You can charge resources to a specific work order. Oracle Work In Process User’s Guide Transacting Resources Resources define the time an assembly spends at an operation and the cost you incur for an operation. Select Continue. Navigate to the Resource Transactions form. 8. Select Done. Select Continue.

See Also: For information on all remaining fields. Enter the Resource Sequence to charge (See: Defining Resource Requirements on page 3-31). You can view all transactions that have been charged against a specific resource. See: Resource Transactions.eAM Work Order Transactions Figure 3–20 4. A resource is anything you require to perform. Select a UOM from the list of values to measure quantity charged. or cost. including but not limited to: employees. schedule. Enter the Operation Sequence of the current work order’s routing to charge (See: Preparing Work Order Operations on page 3-21). outside processing services. Oracle Work In Process User’s Guide Viewing Resources Transactions Resources define the time an assembly spends at an operation and the cost you incur for an operation. and physical space. eAM Work Management 3-47 . 6. This will default from the current resource’s department setup (See: Defining Departments and Resources on page 2-12). machines. 5.

or view all transaction information transpired for a specific work order number. Figure 3–21 4. 3. 3-48 Oracle Enterprise Asset Management User’s Guide . view resource transaction information specific to a resource by selecting the Resource Information tabbed region. For example.eAM Work Order Transactions To view a completed resource transaction: 1. 5. Navigate to the Find Resource Transactions form. Optionally. view resource transaction information specific to a work order by selecting the Job or Schedule Header tabbed region. Optionally. Quantities tabbed region. view resource transaction information specific to a work order operation by selecting the Operation. You can narrow your selection of transactions by any field on this form. Select Find. 2. you can view all resource transaction information charged during a specific period. 6. Optionally.

and completing work orders. This section includes the following topics: – Using the Maintenance Workbench on page 3-49 Using the Maintenance Workbench Using the Maintenance Workbench. including purchasing required materials for work orders. Select Launch. For example. you cannot complete mass work orders that have mandatory meter readings and mandatory quality plans associated with a work order (See: Work Order Completion on page 3-40). However. 3. You can generate work orders from suggested work orders. a Planner can mass release and mass complete work orders. 2. releasing work orders. Navigate to the Maintenance Workbench form. eAM Work Management 3-49 . select an asset number.eAM Work Order Planning eAM Work Order Planning A planner performs several functions. A planner can also procure direct items (See: Overview of Direct Item Procurement for eAM Work Orders on page 6-2) for work orders without having to leave the Maintenance Workbench. and update work order operations as necessary. To use the maintenance workbench: 1. creating work orders. resources. manage work order required material. to view all work orders related to that asset number. approving work requests. You can narrow your data selection using any of the fields available.

eAM Work Order Planning Figure 3–22 4. select the Results (Assets) tab or the Results (Rebuildable) tab. the tree details asset information into three lower branches. s All Assets: All assets. including All Assets. and Assets With Work. associated with the data selection entered in step 2. in the Maintenance Workbench pane. Selecting the Results (Assets) tab displays asset number information (See: Defining Asset Numbers on page 2-37) in a tree structure format. Assets With Work. 3-50 Oracle Enterprise Asset Management User’s Guide . associated with the data selection entered in step 2. will display under the expanded Routes With Work branch. including All Assets. will display under the expanded All Assets branch. s Assets With Work: All assets with open work orders (See: eAM Work Orders on page 3-5). the tree details rebuildable item information into two lower branches. and Routes With Work. If you expand the Results (Rebuildable) branch. s Selecting the Results (Rebuildable) tab displays rebuildable item information (See: Defining Rebuildable Items on page 2-59) in a tree structure format. associated with the data selection entered in step 2. If you expand the Results (Assets) branch. will display under the expanded Assets With Work branch. Optionally. Routes With Work: All assets with an associated asset route (See: Defining Asset Routes on page 2-48).

Optionally. Once you select Direct Item. Note: You must have Oracle Self Service Purchasing installed for this functionality. a. associated with a selected work order (See: Defining Material Requirements on page 3-26). and add them to your items list. Direct Items are one time. You can view and update the materials and resources associated with a specific operation. will display under the expanded Assets With Work branch. Optionally. s 5. then the project and task information is captured in the purchase requisition (See: Overview of Direct Item Procurement for eAM Work Orders on page 6-2). You can exit Self Service Purchasing and return to the Maintenance Workbench by selecting Return To Portal. select Direct Item to select direct items from supplier catalogs. associated with the data selection entered in step 2. will display under the expanded All Assets branch. as well as the class code information for correct expensing. associated with the data selection entered in step 2. select Materials to view and update the material requirements 6. If the work order is project related. create requisitions. – Upon re-inquiry of this work order. the Direct Items region will reflect any Requisition and Purchase Order details. 7Optionally. Assets With Work: All rebuildable items with open work orders (See: eAM Work Orders on page 3-5). b. non-inventoried items that are purchased directly from the supplier. select Operations to view the tasks associated with a specific work order (See: eAM Operations and Tasks on page 3-21). Oracle Self Service Purchasing defaults the Work Order Number and Operation Number. The current’s asset’s associated activity bill of material items will become available to add to the required materials (See: Setting Up Activity Bills of Material on page 2-57). Optionally. the current work order and operation reference values will be passed to the requisition created using Self Service Purchasing. you can view or update the current work order’s associated asset’s items list (See: Setting Up Asset Bills of Material on page 2-50) by selecting Select Materials.eAM Work Order Planning s All Assets: All rebuildable items. You can purchase direct items from a Requisition or Purchase Order form if you have Oracle Purchasing installed (See: Entering Purchase Orders for Direct Items on page 6-9). eAM Work Management 3-51 .

or delete resource requirements for a selected work order (See: Defining Resource Requirements on page 3-31). This information defaults in from your current resource definition. Select Copy to Asset to dynamically update the BOM associated to the Asset Activity or Asset Group with any items list changes (See: Setting Up Asset Bills of Material on page 2-50). The Results (Assets) tab must be selected to view work requests.eAM Work Order Planning c. For example. you can define all machines belonging to the resource GRINDERS. 8. You can define specific machines to any of your machine type resources and you can define specific employees to any of your labor type resources. 11. Optionally. You can only add persons and equipment that have been associated to the current resource. Optionally. d. When a resource has instances defined. Optionally. 3-52 Oracle Enterprise Asset Management User’s Guide . select Open to open the work order details of a specified work order See: eAM Work Orders on page 3-5). and their suggested start and end dates. and can have its own unique capacity definition. select Forecast Work to view all suggested asset item work orders. The Equipment tabbed region displays similar types of equipment grouped by resource. Optionally. An individual grinder machine can then be a specific resource requirement and scheduled. 9. The Person tabbed region displays persons grouped in specific roles. Optionally. add. select Work Requests (See: Work Requests) to view all open work Note: You can view work requests for asset items. but not rebuildable items. 7. See: Defining a Resource. requests for the current asset number. select Instances to view or update a list of specific people or equipment assigned to this resource. the scheduling process can schedule at that level. Oracle Bills of Material User’s Guide. and then later view the results in the Scheduling Workbench (See: Using the Scheduler Workbench on page 5-7). select Resources to view. update. Optionally. select Complete to complete a selected work order (See: Work Order Completion on page 3-40). 10.

If this check box is not selected. Select Run to generate work order suggestions for the specified date period. and the Expected End Date will be calculated if you are using forward scheduling (See: Information on the Rescheduling Point region in Entering PM Scheduling Definitions on page 4-12). select the Include Run To Life check box to indicate that the scheduling process should include suggested work orders for Run To Life asset/asset activity associations. Run To Life items are typically items that cost more to maintain than the item itself. Optionally. For more information on Run To Life items. eAM Work Management 3-53 . The Horizon will default as the difference between the Start Date and Cutoff Date. The work orders will be created at a Released status (See: eAM Work Order Statuses on page 3-19). Enter a Cutoff Date to decipher how far out you would like the work orders to create from the suggested dates. b. d. See: Entering PM Scheduling Definitions on page 4-12. Optionally. The Expected Start Date will be calculated if you are using backward scheduling. select Implement to release the selected (indicated by the check box on the left side of the form) suggested work orders. manual work orders can still be created.eAM Work Order Planning Figure 3–23 a. c.

13. Optionally. e. then select Release. Select Close to return to the Work Orders form. The Results (Assets) tab must be selected to forecast work orders. 3-54 Oracle Enterprise Asset Management User’s Guide . select Mass Complete to complete multiple work orders at once (See: Work Order Completion on page 3-40 and eAM Work Order Statuses on page 3-19). Select Complete to complete all work orders selected. select Mass Release to release multiple work orders at once.eAM Work Order Planning \ Note: You can Forecast Work for asset items. Because you cannot complete mass work orders that have mandatory meter readings and mandatory quality plans associated. 12. Work orders at an Unreleased status will display. the system will not enable you to release the work order if these conditions exist. but not rebuildable items. Optionally. Figure 3–24 Select the check boxes next to the work orders to release.

Save your work. eAM Work Management 3-55 .eAM Work Order Planning Figure 3–25 14.

eAM Work Order Planning 3-56 Oracle Enterprise Asset Management User’s Guide .

4 Preventive Maintenance This chapter discusses how work orders can be created automatically using preventive maintenance schedules. The following topics are necessary when setting up preventive maintenance: ❏ ❏ ❏ ❏ ❏ ❏ ❏ Overview of Preventive Maintenance on page 4-2 Defining Meters on page 4-3 Associating Meters with Assets on page 4-5 Entering Meter Readings on page 4-7 Meter Reading Interface on page 4-9 Entering Preventive Maintenance Scheduling Definitions on page 4-12 Generating Work Orders on page 4-18 Preventive Maintenance 4-1 .

or based on the condition of the asset. This chapter covers the following topics: s Overview of Preventive Maintenance Meters – – – – Defining Meters Associating Meters with Assets Entering Meter Readings Meter Reading Interface Entering Preventive Maintenance Schduling Definitions PM Schedule Definition on asset numbers PM Schedule Definition on asset routes Suppression Activity Definition Generating Work Orders s s PM Scheduling – – – – – 4-2 Oracle Enterprise Asset Management User’s Guide . by usage. Preventive Maintenance activities are carried out periodically.Overview of Preventive Maintenance Overview of Preventive Maintenance Preventive Maintenance (PM) activities reduce the probability of failure or degradation of the assets’ physical condition.

Meters Meters Meters are entered to measure any asset that needs to be measured and periodically serviced. This section covers the includes the following topics: – – – – Defining Meters on page 4-3 Associating Meters with Assets on page 4-5 Entering Meter Readings on page 4-7 Meter Reading Interface on page 4-9 Defining Meters eAM enables you to generate work orders automatically based on runtime and day intervals. For example. based on the measurement. but when it wears to only four millimeters. For example. whichever comes first. it needs to be replaced. a forklift may need servicing after 100 motor running hours. a pipe may start out at 12 millimeters. or 90 days. Another example is a forklift hour meter. Navigate to the Meters form. Preventive Maintenance 4-3 . You may need to service the forklift after a certain number of running hours or a specific number of days. To define a meter: 1.

Enter a Description for this meter. Once the meter is created.Meters Figure 4–1 2. 4. this field cannot be updated. 4-4 Oracle Enterprise Asset Management User’s Guide . or fluctuating. A fluctuating meter reading is one that can go up and down. 3. the meter reading can fluctuate. for example. Note: If the meter is fluctuating. a temperature gauge. Once the meter is created. 5. Descending. As units pass through meters on a production line. you cannot update this field. If you choose blank from the drop down list. then it cannot be used in PM scheduling. Enter a unit of measure (UOM) associated with this meter. Enter a unique Meter name. Enter whether the meter readings will be Ascending. Some liquid dispensers start full and record decreasing readings as material is used. meter readings increment.

If the Used in Scheduling check box is selected. Enter a value for the number of past readings. This field is mandatory only if you have selected the Used in Scheduling check box. This field is mandatory only if you have selected the Used in Scheduling check box. If there is insufficient number of readings (for example four. 8. Associating Meters with Assets Asset Meter Association creates the relationship between the meter definition and the asset. Preventive Maintenance 4-5 . Enter a Rate (per day). To associate meters with assets: 1. the meter is effective all of the time. If you select the Used in Scheduling check box.Meters 6. instead of the required five). Note: If you enter a value of 1. the system will continue the calculation based on the Rate per day. the sheduler should go to for scheduling calculations. This value designates how many readings prior. 9. You can disable a meter effective on a specific date by entering a From date. If left blank. Rate per day is referred to in the absence of a sufficient value in the Use Past Reading field. Enter the meter effectivity dates. It supplies the system benchmark data that can be used to set the occurrence of scheduled PMs. even after transactions are generated through eAM. 10. This field works in conjunction with the Use Past Readings field to support historical readings prior to eAM implementation. this check box is disabled. the system will perpetually calculate at the Rate per day. this check box cannot be deselected. the Usage Rate (per day) and Use Past Reading fields become mandatory. the meter will be used in PM Scheduling. Navigate to the Asset Meter form. Save your work. 7. If this is a fluctuating meter. If there are any scheduling rules associated with this meter.

Meters Figure 4–2 2. In the Meters region. 3. select a meter Name from the list of values. To associate existing meters with the current asset. or create new meters dynamically while associating them with the current asset. select an Asset Group from the list of values before selecting an Asset Number. For optimal performance. b. This triggers the Asset Group to default. All remaining fields in the Meters region are view-only. Only asset numbers associated with the selected asset group will be available in the list of values. 4. To create new meters while associating them with the current asset. enter a meter Name. 4-6 Oracle Enterprise Asset Management User’s Guide . you can either associate existing. a. You can optionally select an Asset Number from the list of values first. Select Find to view all Meters associated with the current Asset. Refer to the Defining Meters on page 4-3 section for instructions on populating the remaining fields. defined meters with the current asset.

Entering Meter Readings At work order completion.Meters 5. Preventive Maintenance 4-7 . Figure 4–3 Navigate to the Meter Reading form. To enter a stand-alone meter reading: 1. However. meter readings are mandatory for work orders generated by the PM scheduling engine. meter readings are required for all meters associated with the work order’s current asset that appear in the Runtime Interval rules in the PM Scheduling Definition form (See: Entering PM Scheduling Definitions on page 4-12 and Work Order Completion on page 3-40). Save your work. you can enter stand-alone meter readings at any time. Once a work order is completed.

you are resetting the Current meter value to any value that you enter in the Value field. 4. which is usually the same as the current meter reading. Within the Meter Readings region. Meter readings with a Reading Date falling within the meter effective dates will display in the Meter Readings region. For optimal performance. When adding new meter readings. this field is disabled. Select Find to display meter reading data for this Asset Number. If updating a past meter reading. This triggers the Asset Group to default. Note: You cannot reset past meter readings if a meter reading has been entered after the reading date. you can either update this field or the Value field. The Life To Date field will display the accumulated meter reading. The Direction field is not updateable. select the Current tab to update or add meter reading data. The Value field is mandatory. within the Latest tabbed region. 8. You can optionally select an Asset Number from the list of values first. You can update the Value for displayed meter readings if the Reading Date is in the past. select an Asset Group from the list of values before selecting an Asset Number. and the Change field is disabled. 7. You can enter a Value for new meter readings. 6. You cannot enter a future date. 5. The Change value is used to calculate the Life To Date reading. The information defaults from the meter definition. 3. 10. If you select the Reset check box. You can optionally enter a past date to view past meter readings. you can reset the meter reading value. 9. Click the Latest tab. The Change field indicates the difference between the last reading and the current reading. For example.Meters 2. if a motor needs to be replaced. enabling the other to default. This field will default if you populated the Change field for a newly entered meter reading. Only Asset Numbers associated with the selected Asset Group will be available in the list of values. The Reading Date will default as the system date. The Current 4-8 Oracle Enterprise Asset Management User’s Guide .

Navigate to the Pending Meter Reading form. will be imported.Meters meter reading and Life To Date meter reading will only be different if you have previously reset the Value.000. For example. Preventive Maintenance 4-9 . within the Current tabbed region. whose Group Id matches the user specific Group Id.000.000. You can also decide which meters you want to update.000. Upon submission of this process. The system uses the Life To Date meter reading to calculate the Usage Rate. The Life To Date meter reading will continue to increase from 17. 13. You cannot update meter readings in the Meter Readings History form. Optionally. Click the Comments tab to enter any necessary comments. only those meter readings from the interface table. The user then reset the Current meter reading to 3. This can help you to make logical decisions when entering and updating meter readings. 11. both the Current meter reading and the Life To Date meter reading were 17. For example. before the reset. enabling you to make a logical choice when entering the next meter reading. 12. Readings that failed to be imported can be viewed in the Pending Peter Reading form. while the Current meter reading will increase from 3. This process requires a Group Id at the time of submission. you can view the last meter reading. Save your work. To view failed meter readings: 1. Meter Reading Interface Import Meter Reading is an interface process used to import meter readings into eAM. select Readings History to view all meter readings for the selected meter and current asset. This Group Id corresponds to the Group Id in the interface table (eam_meter_readings_interface).

4-10 Oracle Enterprise Asset Management User’s Guide . Optionally. Optionally. you can correct the errored rows in the interface table. Meter Name. reading date. The Pending Meter Reading form is used to display the meter readings that failed to be imported via the Meter Reading interface process. such as meter name. select Errors to view additional detailed information regarding the type of failure. 4.Meters Figure 4–4 2. and run the Import Meter Reading process. The failed record should be corrected in the interface table before the process is re-submitted. Optionally. and Created By. Work order. You can enter the criteria to search failed readings. 5. such as Organization. and reading value. and the cause of the failure. Optionally. select the Readings tab to display meter reading information. for example. again. select the More tab to display extra information about the meter reading. Description. Group ID. Optionally. select the Process tab to display general information about the errored meter readings. 3. and Organization ID.

Oracle Manufacturing APIs and Open Interfaces Manual Preventive Maintenance 4-11 .Meters See Also Oracle Enterprise Asset Management.

This section includes the following topics: – – – Entering PM Scheduling Definitions on page 4-12 Suppression Activity Definition on page 4-17 Generating Work Orders on page 4-18 Entering PM Scheduling Definitions Scheduling definitions are implemented to create scheduled work orders. based on the meter readings.PM Scheduling PM Scheduling An asset activity and asset number combination can be associated with runtime interval and daytime interval rules defining when an asset activity should be scheduled for an asset. Navigate to the Preventive Maintenance Schedulings form. A planner can then view these forecasted work orders. 4-12 Oracle Enterprise Asset Management User’s Guide . and generate them as necessary. To define a PM Schedule on an asset number: 1. The PM Scheduler process creates work orders based on these rules. or an Asset Route. You can create a PM Scheduling Definition on an Asset Number/Asset Activity combination.

3. Choose an Asset Activity from the list of values. work orders are generated for the scheduled completion date. 4. and manually created work orders are considered in PM scheduling. 5. Optionally. enter or update the Effective From and Effective To dates. indicate whether the rescheduling point is the Scheduled Start Date or Completion Date. Optionally. If you select Completion Date. Enter an Asset Number. This time is added to the scheduled end date. and manually created work orders not considered by the PM Scheduler process. In the Rescheduling Point region. Only assets that are maintainable and associated with asset activities are available. Only activities associated with assets are eligible for scheduling.PM Scheduling Figure 4–5 2. If you select Scheduled Start Date. enter a Lead Time. 6. Preventive Maintenance 4-13 . work orders are generated for the scheduled start date. The effective dates will default from the current asset activity if they exist.

PM Scheduling

7.

If the Run To Life check box is selected, the PM Scheduler will not automatically schedule this asset and asset activity association, however manual work orders can still be created. This is relevant for items that cost more to maintain than the item itself. You might also check this box for forecasting and budgeting reasons. For example, your asset is a conveyor belt. It is common in maintenance environments to let this asset wear out completely before replacing it. You estimated that the life of this asset is 18 months, and have set up a schedule for a replacement work order every 18 months. In reality, you found that the belts have ended up wearing out every 12 months, affecting your cost budget. You can select this check box and unselect it later. For example, you might associate a non-maintainable asset to an activity, but maybe you cannot currently maintain or schedule this asset. You may have future plans to maintain this asset. If this check box is selected, you will not see work orders for this asset in the Maintenance Workbench (See: Using the Maintenance Workbench on page 3-49).

8. 9.

Within the Day Interval region, indicate whether PM scheduling is based on a day interval. If you selected the Day Interval check box, enter a Base Date. This date is used by the PM Scheduler as a starting point for calculating the next due date for a suggested work order. Once the PM scheduler suggests a work order, and that work order is completed, this date will reset to the completion date. enter the number three, a work order request will be created every three days.

10. If you selected the Day Interval check box, enter an Interval. For example, if you 11. Optionally, in the Run Time Interval region, enter a Meter Name to indicate

that PM scheduling is based on a run time interval. If you have previously set up a day interval, you can base the scheduling on a run time interval, as well. Only meters associated with this asset number (See: Associating Meters with Assets on page 4-5), and with the Used in Scheduling check box selected in the meter definition, will be available in the list of values.

PM Scheduler Logic Used When Creating Suggested Work Order Dates , Using the screen shot data above, the car is scheduled for an oil change every 30 days, or every 1000 miles.
Base Date December 26, 2001

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Last Service Reading Last Meter Reading Date Usage Rate Next Service Date

3000 January 1, 2002 25 miles per day (calculated as the total of the meter reading value changes, divided by the total of the meter reading date intervals) February 10, 2001 [calculated as the (next service value minus last meter reading value) divided by the Usage Rate] + Last Meter Reading Date

The next due date is every 25 days, Starting at January 26, 2002, and so on [calculated as the next service (4000) minus the last meter reading value (3000), divided by the total of the meter reading date intervals (40 days)] The PM Scheduler process compares the above suggested dates of January 26, 2002, + every 25 days, to that of the Day Interval Schedule: Base Date of December 26, 2001 + every 30 days. The work orders ultimately created by the PM Scheduler process are that of the shortest interval, and earliest date: December 26, 2001 + every 25 days
12. The Interval and UOM fields work together. The example below illustrates

how, for every 2000 miles, this asset needs an oil change.

The UOM will default from the meter definition of the current meter.
13. Enter a Last Service Reading if this is the first time you are defining this PM

schedule. Subsequently, this field will automatically be updated with the meter reading information recorded at work order completion (See: Work Order Completion on page 3-40). The last service reading cannot be greater than the last meter (if the meter is ascending), or less than the last meter reading (if meter is descending). The Next Due field will then default in as the Last Service Reading plus the Interval. Note: The PM Scheduler (See: Generating Work Orders on page 4-18) will automatically calculate the meter usage rate, based on historical data, which is then used to predict the next meter due date.

Preventive Maintenance 4-15

PM Scheduling

14. Save your work.

Example Meter Usage Rate Calculation: An oil change for a car is performed every 3,000 miles. The last oil change was performed on November 1, 2000, at a 15,000 mile odometer reading value. Then next service is due at 18,000 miles. The table below contains historical meter reading data. The meter usage rate is calculated according to the historical meter readings below:
METER READING VALUE 16,000 16,175 16,400 METER READING DATE December 1, 2000 December 6, 2000 December 11, 2000

METER Odometer Odometer Odometer

METER UOM Mile Mile Mile

First, the usage rate per day is calculated as the total of the meter reading value changes divided by the total of the meter reading date intervals: (175 + 225) / (5 + 5) = 40 miles per day Next, the next service date is calculated as the next service value (18,000) minus the last meter reading value (16,400), divided by the usage rate per day (40). This amount of days will be added to the last meter reading date (December 11, 2000), to ultimately provide the Next Due date: (18,000 - 16,400) / 40 = 40 December 11, 2000 + 40 days = a Next Due date of January 20, 2001

To define a PM schedule on an asset route:
PM Schedules can be defined based on Asset Routes. See: Setting Up Asset Routes.
1. 2. 3.

Navigate to the Preventive Maintenance Schedulings form. Enter an Asset Route in the Asset Number field, selected from the list of values. Refer to the Define PM Schedules on Assets on page 4-12 section, for instructions on the remaining fields. Note: You can only define a Day Interval for Asset Routes. You cannot define Runtime Intervals.

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To enter a suppression activity:
Optionally, you can suppress other Asset Activities with the Asset Activity in the scheduling definition. For example, maintenance departments often perform major tasks that incorporate tasks that are performed more frequently. An annual procedure may include all the tasks that are performed on a quarterly basis. You can eliminate the creation of multiple PM work orders for the same task, by creating a PM Suppression.
1. Figure 4–6

From the Preventive Maintenance Schedulings form, click Suppression.

2.

Choose a Suppressed Activity from the list of values. Only activities associated with the Asset Number are available.

Preventive Maintenance 4-17

you can execute the PM work orders process. Based on the parameters that you select. The following are instructions on launching the program from the menu: To generate work orders: 1.PM Scheduling Note: One PM schedule can suppress multiple PM Schedules. You can launch the PM Scheduler to generate work orders from the Maintenance Workbench. Save your work. Optionally. enter a description of this suppression. See: Entering PM Scheduling Definitions on page 4-12. 6. This is the number of days on either side of the scheduled date. Navigate to the Generate Preventive Maintenance Work Orders form. The rescheduling point (start versus end date) of the suppressed PM schedules must be the same. See: Using the Maintenance Workbench. This program should be scheduled to periodically run automatically. One PM Schedule can be suppressed by only one PM Schedule. enter a percentage Runtime Tolerance. Optionally. the suppression tolerance will create a five day window in which the PM can be suppressed (the scheduled date. For example. 3. 5. You can run this program manually at any time by accessing the menu option. enter a Day Tolerance. 4. This is the percentage of the Runtime Interval. If you want to see results of the work orders that will be created using this program. you can access the Maintenance Workbench. Optionally. the program will create work orders based on the scheduling definitions you defined. if you enter two. 4-18 Oracle Enterprise Asset Management User’s Guide . Generating Work Orders Once you have PM Scheduling definitions established. plus the two days before and after). This enables you to view the work orders before actually creating them.

PM Scheduling Figure 4–7 2. Preventive Maintenance 4-19 . select a Cut Off Date. Figure 4–8 In the Parameters window.

PM Scheduling To further narrow down the data selection. Optionally. 4. On the Generate Preventive Maintenance form. select an Area from the list of values.OVERHEAD or BUILDING. 5. select an Asset number from the list of values. Select OK. See Also: Submitting a Request. Optionally. you can enter any of the following parameters: 3. This is the Class and Subclass code. 8. 7. such as CRANE. select an Owning Department from the list of values.FLOOR. Areas are where your assets reside. Optionally. select Submit. 6. select an Asset Category from the list of values. Oracle Applications User’s Guide 4-20 Oracle Enterprise Asset Management User’s Guide . Optionally.

and then using a planning process to balance the work load for resource management.5 eAM Planning and Scheduling Oracle eAM utilizes Oracle Manufacturing Scheduling and Oracle Material Requirements Planning to ensure cost savings and work management efficiencies by generating predictive work activities. This chapter contains the following topics: ❏ ❏ ❏ ❏ ❏ Overview of eAM Planning and Scheduling on page 5-2 eAM Scheduling on page 5-3 Enabling eAM Scheduling on page 5-3 eAM Planning on page 5-7 Using the Scheduler Workbench on page 5-7 eAM Planning and Scheduling 5-1 .

and then using a planning process to balance the work load for resource management. This chapter includes the following topics: s eAM Scheduling – Enabling eAM Scheduling Using the Scheduler Workbench eAM Planning – s 5-2 Oracle Enterprise Asset Management User’s Guide .Overview of eAM Planning and Scheduling Overview of eAM Planning and Scheduling Oracle eAM utilizes work orders to create demand for asset maintenance. These work orders contain both material and resource requirements necessary to complete a work order’s associated operations (See: Overview eAM Work Management). Cost savings and work management efficiencies can be achieved by generating predictive work activities.

and Work in Process parameters (See: Enabling eAM Scheduling on page 5-3). based on user-predefined objectives. At that time. the work order is moved back to a Released status. resources. The concurrent program is triggered once a work order is released (See: eAM Work Order Statuses on page 3-19). Oracle Manufacturing Scheduling User’s Guide Enabling eAM Scheduling The scheduling Work In Process (WIP) parameters for scheduling need to be enabled for constraint based scheduling. operations. such as resource and material shortages. based on the forward or backward scheduling goal (See: Routine Work Orders on page 3-7). To enable eAM scheduling: 1. The scheduling process will calculate work order and operation scheduled duration and dates. A constraint-based scheduling engine schedules asset work orders and operations scheduled dates. eAM Planning and Scheduling 5-3 . The Scheduler Workbench enables a planner to graphically view and reschedule single work orders and operations based on constraints. 2. or let the system automatically optimize the schedule. based on resource and material constraints. It provides you with a visual display (Gantt Chart) of eAM work orders. Select the Scheduling tabbed region. This section includes the following topics: – Enabling eAM Scheduling on page 5-3 See Also: Constraint Based Scheduling. Navigate to the Work In Process Parameters form. and material constraints.eAM Scheduling eAM Scheduling Oracle eAM utilizes the Oracle Manufacturing Scheduling application to schedule eAM work orders and operations. priorities. You can manually control the rescheduling. and resources. The work order is automatically moved to a Pending Scheduling status. until the concurrent program finishes scheduling. You can interactively reschedule work orders.

there are five operations on a work order. This choice determines which unique set of scheduling logic is used for maintenance work orders. This is the range in days that the scheduling process will use when scheduling planned orders. 5-4 Oracle Enterprise Asset Management User’s Guide . 4. If material is not available within the horizon.eAM Scheduling Figure 5–1 3. you are enabling scheduling to take place for both resources and materials. 6. For example. if adequate material is not available. Select a Constraints value from the drop down list. the WPS Schedule Engine will schedule all eligible 5. You can specify which resources you wish to schedule at the operation level of a work order (See: Preparing Work Order Operations on page 3-21). Minimize Setup. all materials associated with a work order will be scheduled. When the work order is released. four of them are eligible for scheduling (See: Preparing Work Order Operations on page 3-21). and Minimize Operation Slack. When a work order is released. If you select Resource and Material. Select the Use Constraint Based Scheduler check box to enable Oracle Manufacturing Scheduling for the current eAM organization. Valid values are Maximize Ontime Completion. the scheduling process schedules operation dates based on resource and material availability. Select a Primary Objective from the drop down list. the scheduler will push the operation date to the system date plus the number of days entered in the Horizon field (See: eAM Work Order Statuses on page 3-19 and Preparing Work Order Operations on page 3-21). Valid values are Resource Only and Resource and Material. Enter a Horizon in days.

with insufficient material. Operation 20 requires 100 of Part B.eAM Scheduling operations within the work order. Note: For information on all remaining fields on the Work in Process Parameters form. after the specified Horizon. See: Defining Work in Process Parameters. Figure 5–2 The scheduling process will also schedule dates based on resource requirements because the Resource and Material Constraint was specified in the Work in Process eAM Planning and Scheduling 5-5 . and a Resource and Material Constraint was specified in the Work in Process parameters (See: Enabling eAM Scheduling on page 5-3). the scheduled start date for operation 10 is pushed out to January 31. Example of WPS Schedule Engine logic: A maintenance work order has two operations. and there are 200 of Part B on hand. 2002. because Part A was not available. Planning and scheduling determines that there is an insufficient number of Part A on hand. 2002. A Horizon of 30 days. while operation 20 is scheduled to start immediately. The work order was released for an asset on January 1. The following figures illustrates that. Oracle Manufacturing Scheduling User’s Guide. Operation 10 requires 1000 of Part A and 100 of Part B.

See: Preparing Work Order Operations on page 3-21. For information on how to enable resource specific scheduling.eAM Scheduling parameters (See: Enabling eAM Scheduling on page 5-3). 5-6 Oracle Enterprise Asset Management User’s Guide .

You can select a work order in the Gantt Chart and manually or automatically reschedule the work order and its associated operations or resources. A Gantt Chart graphically displays both firmed and unfirmed work orders (See: Routine Work Orders on page 3-7). Asset Information. Work Order Status. based on net material requirements. To use the scheduler workbench: 1. Navigate to the Scheduler Workbench.eAM Planning eAM Planning Oracle eAM utilizes Material Requirements Planning (MRP) to calculate net material requirements from gross material requirements. You can view and update start and end dates for each resource. filter by time. Select Filter to narrow down the information displayed. or a combination of this information. Resource. 2. eAM Planning and Scheduling 5-7 . This section includes the following topics: – Using the Scheduler Workbench on page 5-7 See Also: Overview of Planning Logic. Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User’s Guide Using the Scheduler Workbench You can use the Scheduler Workbench to select specific work orders. and collapse work orders and operations using a tree hierarchy structure. You can display information by Department. by evaluating: s the master schedule bills of material scheduled receipts on-hand inventory balances lead times order modifiers s s s s s Planning then plans material replenishments by creating a set of recommendations to release or reschedule orders for material. expand.

You can drag and drop the bars between different calendar days to dynamically adjust schedules. bars spanning between calendar days represent associated schedules for the current operation materials and resources. with their associated operations’ materials and resources in a tree hierarchy format. Work Orders will display on the left side of the form. Oracle Manufacturing Scheduling User’s Guide). Select Apply.eAM Planning Figure 5–3 3. 5-8 Oracle Enterprise Asset Management User’s Guide . and then OK to filter information entered (See: Filtering Jobs.On the right.

Oracle Manufacturing Scheduling User’s Guide. operations. and resources within the Gantt Chart. Oracle Manufacturing Scheduling User’s Guide. and resource properties. For information on displaying resources and resource load versus capacity. operation properties. Operations. and Resources in the Gantt Chart. Optionally. See: Showing Select Resources and Resource Load Versus Capacity Panes. rescheduling of work orders takes place within the work order form. For information on viewing work order properties. For information on how to reschedule work orders. Oracle Manufacturing Scheduling User’s Guide. Normally. s s s eAM Planning and Scheduling 5-9 . The Find Work Orders form displays (See: Routine Work Orders on page 3-7). but you can also reschedule work orders from within the Gantt Chart. you can firm and unfirmed work orders by selecting Create/Modify Work Orders from the Tools menu.eAM Planning Figure 5–4 4. See: Viewing a Property Window. See: Rescheduling Jobs.

eAM Planning See Also: Overview of Workbench. Oracle Manufacturing Scheduling User’s Guide 5-10 Oracle Enterprise Asset Management User’s Guide .

6 Direct Item Procurement for eAM Work Orders eAM Direct Item Procurement enables you to order items directly to your maintenance organization. This chapter contains the following topics: ❏ ❏ ❏ ❏ ❏ Overview of Direct Item Procurement for eAM Work Orders on page 6-2 Enabling Direct Item Procurement on page 6-3 Entering Requisitions for Direct Items on page 6-4 Entering Purchase Orders for Direct Items on page 6-9 eAM Direct Procurement Accounting on page 6-14 Direct Item Procurement for eAM Work Orders 6-1 .

If the work order is project related. a work request can be linked to a work order. A planner can procure direct items from the Maintenance Workbench (See: Using the Maintenance Workbench on page 3-49) to perform direct item delivery from the supplier. Material requirements for a work order (See: Defining Material Requirements on page 3-26) may include both stocked and non-stocked (direct) items. the system captures work order related details in the Outside Processing form (See: Entering Requisitions for Direct Items on page 6-4). or lead time to obtain replacement parts is not critical. Once the work request is approved.Overview of Direct Item Procurement for eAM Work Orders Overview of Direct Item Procurement for eAM Work Orders One of the most important features included in eAM is Work Management (See: Overview of eAM Work Management on page 3-3). then the project and task information is captured in the purchase requisition. Items that you include on purchase or requisition orders. For example. in order to purchase supplier services as part of an assembly build process. Purchase requisitions and purchase orders of such items capture the work order that they are required for. both item types are included in your internal catalog. A work order includes a listing of all maintenance activities that must be performed on an asset. It enables you to service requests when an asset is problematic. See: Purchase Order Defaulting Rules. Direct items are those that are either used on an infrequent basis. a painting service might be a supplier contribution to the final assembly of an item. For more information on OSP items. Oracle Purchasing User’s Guide. These items do not need to be stocked in inventory. Stocked items are those that are either used frequently. are considered Outside Processing Items (OSP). This section includes the following topics: – – – – Enabling Direct Item Procurement on page 6-3 Entering Requisitions for Direct Items on page 6-4 Entering Purchase Orders for Direct Items on page 6-9 eAM Direct Procurement Accounting on page 6-14 6-2 Oracle Enterprise Asset Management User’s Guide . These items can be an assembly itself. When purchasing either direct or OSP items via eAM. If you have Oracle Self Service Purchasing installed. or non-stocked items that represent the service performed on an assembly. or the criticality of short lead time to obtain replacement parts mandates that they be stocked in inventory.

3. 4. Select Yes from the User Value list of values. When this value is set to Yes. 2. you can create an eAM-related requisition or purchase order. as well as identify a requisition line as having a destination of Shop Floor. You can enter eAM specific information. Select PO: Enable Direct Delivery To Shop Floor from the Profile Name list of values. such as work order and operation reference numbers. To enable direct item procurement: 1. Oracle Self Service Purchasing must be installed.Overview of Direct Item Procurement for eAM Work Orders Enabling Direct Item Procurement To enable direct item procurement for eAM work orders directly from an eAM work order. Save your work. Figure 6–1 Navigate to the Personal Profile Values form. You must set the PO: Enable Direct Delivery To Shop Floor profile option to Yes. Direct Item Procurement for eAM Work Orders 6-3 .

Overview of Direct Item Procurement for eAM Work Orders Entering Requisitions for Direct Items If you have Oracle Self Service Purchasing installed. 6-4 Oracle Enterprise Asset Management User’s Guide . You can access a link to direct items using the Maintenance Workbench (See: Using the Maintenance Workbench on page 3-49). Select Materials to view or update the material requirements for this purchase order (See: Defining Material Requirements on page 3-26). Navigate to the Work Orders form. they will be referenced in the Direct Items region of this form. released work order number (See: eAM Work Order Statuses on page 3-19) from the Work Order list of values. 2. Select a valid. 4. Once purchase orders or requisitions related to direct items have been entered for this work order. or within the Work Order form. To enter requisitions for direct items through Oracle Self Service Purchasing: 1. you can access supplier catalog items directly from an eAM work order. 3. Select Find.

Navigate to the Requisitions form.Overview of Direct Item Procurement for eAM Work Orders Figure 6–2 5. Select Direct Item to purchase items directly from vendor catalogs. To enter requisitions for direct items through Oracle Purchasing: 1. Save your work. The related requisition or purchase order number will display in the Direct Items region. you can access direct item procurement functionality using Oracle Purchasing. This functionality is only available if you have Oracle eAM installed. If you do not have Oracle Self Service Purchasing installed. 6. using Oracle Self Service Purchasing. Direct Item Procurement for eAM Work Orders 6-5 .

Similarly. then only those organization where the item is stockable are available from the list of values. Enter a Quantity to purchase. Select Shop Floor from the Destination Type list of values for all non-OSP related requisitions. if the Destination Type is Shop Floor. Select an Item to purchase from the list of values. 5. Oracle Inventory User’s Guide). The Destination Organization list of values will only display those organizations where the item is non-stockable. 7. 6-6 Oracle Enterprise Asset Management User’s Guide . Select the Items tabbed region. You can select a destination type of Shop Floor for all purchasable items that are not selected as Stockable in the item master (See: Defining Items. if the Destination Type is Inventory. 8. 4. Select an item Type from the list of values. enter a requisition Description. Select a Need-By date. Optionally.Overview of Direct Item Procurement for eAM Work Orders Figure 6–3 2. 3. 6.

Select Outside Processing. See: Entering Requisition Lines. Purchasing displays the operation Code and the Department. Select Done. any eAM project and task information associated with the work order is copied to the corresponding Project and Task fields within the Project tabbed region in requisitions or purchase order Distributions form. and Release forms. This is only enabled if the Destination Type previously specified is Shop Floor. Purchase Order. will be associated with this operation on the current work order. Direct Item Procurement for eAM Work Orders 6-7 . The purchased material 12. 11. You can access this form from the Requisition.Overview of Direct Item Procurement for eAM Work Orders Note: For information on all remaining fields on this form. Only eAM work orders are available. Select a work order from the Job list of values. 9. Select an Operation Sequence from the list of values. Figure 6–4 10. Oracle Procurement User’s Guide. Once a work order is selected.

Oracle Purchasing User’s Guide. Save your work. 6-8 Oracle Enterprise Asset Management User’s Guide . 13. See: Entering Outside Processing Information.Overview of Direct Item Procurement for eAM Work Orders Note: For information on all remaining fields on the Outside Processing form.

Select a valid work order number from the Work Order list of values. they will be referenced in the Direct Items region of this form. 2. Navigate to the Work Orders form. 4. Select Materials to view or update the material requirements for this purchase order (See: Defining Material Requirements on page 3-26). or within the Work Order form. Select Find. Once purchase orders or requisitions related to OSP items have been entered for this work order. 3.Overview of Direct Item Procurement for eAM Work Orders Entering Purchase Orders for Direct Items If you have Oracle Self Service Purchasing installed. You can access a link to direct items using the Maintenance Workbench (See: Using the Maintenance Workbench on page 3-49). you can access vendor catalog items directly from an eAM work order. To enter purchase orders for direct items through Oracle Self Service Purchasing: 1. Direct Item Procurement for eAM Work Orders 6-9 .

Overview of Direct Item Procurement for eAM Work Orders

Figure 6–5

5.

Select Direct Item to purchase items directly from supplier catalogs, using Oracle Self Service Purchasing. The related requisition or purchase order number will display in the Direct Items region. Save your work.

6.

If you do not have Oracle Self Service Purchasing installed, you can access direct item procurement functionality using Oracle Purchasing. This functionality is only available if you have Oracle eAM installed.

To enter purchase orders for direct items through Oracle Purchasing:
1. 2.

Navigate to the Purchase Orders form. Optionally, enter a Description and other necessary purchase order header information (See: Entering Purchase Order Headers, Oracle Procurement User’s Guide)

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Overview of Direct Item Procurement for eAM Work Orders

3. 4. 5. 6.

Select the Items tabbed region. Select Outside Processing from the Type list of values. Select an item to purchase from the Item list of values. Enter a Quantity to purchase. Optionally, enter other related line information (See: Entering Purchase Order Lines, Oracle Procurement User’s Guide). Select Shipment to enter shipment information. See: Entering Purchase Order Shipments, Oracle Procurement User’s Guide for information on required information. If the item is stockable in the shipment organization, the Accrue at Receipt checkbox will be enabled and cannot be unselected. If the item is non-stockable in the shipment organization, the checkbox can be selected or unselected, based on accruals setup in the Purchasing options. Navigate to the Distributions form. Select Shop Floor from the Destination Type list of values for all non-OSP related requisitions. If the Item line type is OSP, Shop Floor will default into the Destination Type. You can select a destination type of Shop Floor for all purchasable items that are not flagged as Stockable in the item master (See: Item Entry, Oracle Inventory User’s Guide).

7.

Direct Item Procurement for eAM Work Orders 6-11

Overview of Direct Item Procurement for eAM Work Orders

Figure 6–6

8.

The Deliver-To organization list of values will only display those organizations where the item is non-stockable, if the Destination Type is Shop Floor. Similarly, if the Destination Type is Inventory, then only those organizations where the item is stockable are available from the list of values. Note: For information on all remaining fields on this form, See: Entering Purchase Order Distributions, Oracle Procurement User’s Guide.

9.

Select Outside Processing to enter eAM work order related details. You can access this form from the Requisition, Purchase Order, and Release forms. This is only enabled if the Destination Type previously specified is Shop Floor.

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Figure 6–7

10. Select a work order from the Job list of values. Only eAM work orders are

available. Once a work order is selected, any eAM project and task information associated with the work order is copied to the corresponding Project and Task fields within the Project tabbed region in requisitions or purchase order Distributions form. will be associated with this operation on the current work order. Purchasing displays the operation Code and the Department. uses. Purchasing displays the resource UOM and Quantity. Purchasing also displays the Unit Type and Assembly Quantity.

11. Select an Operation Sequence from the list of values. The purchased material

12. Select the Sequence number of the resource the outside processing operation

13. Select Done.

Note: For information on all remaining fields on the Outside Processing form, See: Entering Outside Processing Information, See: Entering Outside Processing Information, Oracle Purchasing User’s Guide.
14. Save your work.

Direct Item Procurement for eAM Work Orders 6-13

Dr. Cr. a debit to WIP OSP Valuation account. the charge account is the eAM Work Order Material account. Receiving Inspection Accounts Payable Accrual Work Order Material Receiving Inspection The material delivery process will create the following entries: 6-14 Oracle Enterprise Asset Management User’s Guide . The receiving process will create the following accounting entries: Dr. For all requisition or purchase order distribution lines with a destination type of Shop Floor (not related to outside processing).Overview of Direct Item Procurement for eAM Work Orders eAM Direct Procurement Accounting For all requisition or purchase order distribution lines with a destination type of Shop Floor (related to outside processing). Cr.

7 eAM Self-Service This chapter discusses eAM’s Self Service Maintenance. and its web based user-interface. The following topics are discussed in this chapter: ❏ ❏ ❏ ❏ ❏ ❏ Overview of eAM Self Service Maintenance on page 7-2 Home Page on page 7-3 Assets on page 7-5 Work Requests on page 7-18 Work Orders on page 7-21 Work Plans on page 7-25 eAM Self-Service 7-1 .

Self Service Maintenance is designed for the casual maintenance user (for example. and electricians). This chapter covers the following topics: s Home Page Assets – – – – – – – Obtaining Asset Information Viewing Asset Details Displaying the Asset Hierarchy Viewing and Updating t4he Configuration History Viewing Cost Information Viewing Associated Work Requests Viewing Quality Information Obtaining Work Request Information Creating and Updating Work Requests Viewing Work Orders Creating Easy Work Orders Viewing Asset and Rebuildable Work Orders Managing Operations s s Work Requests – – s Work Orders – – s Work Plans – – 7-2 Oracle Enterprise Asset Management User’s Guide . mechanics. This determines what information you can view and update. in a plant or facility.Overview of eAM Self Service Maintenance Overview of eAM Self Service Maintenance eAM Self Service Maintenance is an internet based user-interface for both maintenance and operations personnel. It 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 you to find and update information. trades people. Responsibilities can be assigned by employee or by role. such as fitters.

Once an individual has taken action. the notification will be removed from the notification list of other approvers belonging to that same approval group. Figure 7–1 Navigate to the Home tab. If an organization has selected Work Request Approval through Oracle Workflow Management.Home Page Home Page The Home Page of Self Service Maintenance (SSM) enables you to change organizations. an approver can select a work request and view its details. To select an organization and view work request information: 1. as well as the ability to view and transact purchase order and work request notifications. From the Home Page tab of Oracle eAM SSM. the system will notify all users that belong to that approval group to take action on the work request entered (See: Defining Department Approvers on page 2-14). eAM Self-Service 7-3 .

Under the Subject column. Select Reassign to reassign the work request approval to another approval group. select the work request or purchase order to open and view its details. 7-4 Oracle Enterprise Asset Management User’s Guide . Close the Work Request by selecting Close. 3. 4. See: Organization Setup on page 2-5. Note: You must first choose an eAM organization before you can select additional tabs.Home Page 2.

As components are installed and removed from a particular asset. This section’s tasks include: – – – – – – – Obtaining Asset Information on page 7-5 Viewing Asset Details on page 7-7 Displaying the Asset Hierarchy on page 7-8 Viewing and Updating the Configuration History on page 7-9 Viewing Cost Information on page 7-10 Viewing Associated Work Requests on page 7-13 Viewing Quality Information on page 7-15 Obtaining Asset Information You can query on assets that you would like to view associated details. To obtain Asset Information: 1. associated work requests. hierarchal information.Assets Assets The Assets tab provides information that enables you to identify assets through an Asset Navigator that displays appropriate asset details. the genealogy will be updated automatically. cost information. Navigate to the Assets tab. You can use a Simple or Advanced Search to obtain your desired assets. By drilling down through an asset the user can either view details or launch transactions to view current/historical configurations of the asset. eAM Self-Service 7-5 . and quality information.

Optionally. enter an Asset Category from the list of values to narrow your selection criteria. 4. Valid values are Yes and No. Enter an Asset to search for assets by name. Optionally. Optionally. See: Asset Routes.Assets Figure 7–2 2. 5. select whether to display Assets with associated Asset Routes (tasks). to display multiple assets with similar names. select Advanced Search to further narrow your selection criteria. 3. Optionally. appending a % (wildcard). See: Defining Asset Numbers on page 2-37. 7-6 Oracle Enterprise Asset Management User’s Guide . enter a portion of an asset name. as illustrated above. to further narrow your selection criteria. Note: For details on how the following information is associated with an Asset.

asset criticality. Optionally. 3. area. and asset attributes. Optionally. c. To display asset details: 1. Select the asset to view. indicating the WIP accounting class. and is only available if there are associated equipment details. accounting class. For example. Select Asset Details in the Asset Results region to view associated Asset Details. and resources. 6. Navigate to the Assets page. such as materials. This is a user defined listing of logical areas of work. select View Equipment Details if the current asset has associated equipment details. and No. d. 4. You can view all equipment details in the production organization. defined on an eAM asset. select an Accounting Class from the list of values. asset category. or Area 1.Assets a. attachments. associated asset activities. select an Owning Department from the list of values. maintainability. and query an asset. select a Fixed Asset Number from the list of values. The fixed asset number belongs to a fixed asset category. select an Asset Group from the list of values. Valid values are Null. Yes. parent asset number. g. North Plant. and Asset Activities. An owning department represents who is responsible for maintaining an asset. Optionally. parent asset group. This code indicates the importance of the asset to the organization. Optionally. representing the classification of an asset. Optionally. Optionally. such as the associated asset group. select an Area from the list of values. owning department. Optionally. East Wing. e. eAM Self-Service 7-7 . This link is next to the Equipment Serial Number field. An area is where an asset resides. labor. 2. This identifies the expense accounts associated with the work performed. Asset Attributes. Select Go. the associated equipment serial number. f. select an Asset Criticality from the list of values. used to maintain the asset. Viewing Asset Details You can display specific details about an asset. b. select whether to narrow your search to only Maintainable assets. See: Obtaining Asset Information on page 7-5. Optionally.

then select Hierarchy. Select the asset. 2. Navigate to the Assets page. See: Obtaining Asset Information on page 7-5. the asset genealogy is dynamically updated. select the View Resource Usage glasses icon to view all work orders created against the current asset for the current equipment resource Displaying the Asset Hierarchy You can view asset hierarchy information. To display the asset hierarchy: 1.Assets – Optionally. The associated hierarchy for the current asset is displayed in the shaded region. Figure 7–3 7-8 Oracle Enterprise Asset Management User’s Guide . enabling you to identify assets using an Asset Navigator and the asset details of each asset belonging to the hierarchy. As components are added and removed from a particular asset hierarchy. and query an asset.

and query an asset. 5. enter an End Date. Navigate to the Assets page. 6. click the Parent Asset Number to view the complete asset hierarchy from the parent level. In the Configuration History View Options. eAM Self-Service 7-9 . you can save or export your configuration results to a spreadsheet by selecting Export Configuration Results. c. select Associate Child or Associate Parent (depending on whether you are showing Parent or Children information) to dynamically add a Child or Parent to the current asset’s hierarchy. Optionally. b. 3. 2. 4. d. Select the asset. The system date will default. click any asset in the hierarchy to view its details in the Asset Hierarchy region. Optionally. See Also: Defining Asset Numbers on page 2-37 to review how asset hierarchies are created. Optionally. See: Obtaining Asset Information on page 7-5. select whether to show the current asset’s Parents or Children information. Enter an Asset Number. then select Configuration History. a. Viewing and Updating the Configuration History You can view specified parent and child information in a tabular format. 3. Select Apply to save your work. as well as dynamically add parents and children to the hierarchy. Optionally. To display or update the configuration history: 1.Assets Optionally. Optionally. Select Cancel to return to the Configuration History window. e. Enter a Start Date that this new asset configuration will be effective. you can narrow your selection criteria by selecting a date range.

You can view the costs of Material. and summary. then select Costs. To view asset costs: 1. you can view just the parent asset’s costs. estimated. 2. See: Obtaining Asset Information on page 7-5. and Equipment for maintenance work orders associated with the current asset. the costing method used. for example. honoring all costing rules set at the organization level. or the costs of the parent including all child costs rolled up to the parent level. eAM maintains the integrity of the asset hierarchy. when viewing the parent asset. 7-10 Oracle Enterprise Asset Management User’s Guide . For example.Assets Viewing Cost Information eAM integrates with Oracle Cost Management. Select the asset. You can view different types of transactional cost information. variance. and query an asset. Navigate to the Assets page. including actual. Labor.

Assets

Figure 7–4

3.

In the Cost View Options region, you can narrow your selection criteria.
a.

From the View drop down list, select the type of cost information to view. Valid values are Actual Costs, Estimated Costs, Variance Costs, and Cost Summary. Actual Costs: This is the accumulation of all executed maintenance work orders associated with the current asset, based on a specified period, or any specified selection criteria you entered in the Cost View Options region. When you select the Actual Costs type from the list of values, the actual cost information for your specified criteria is provided. The Cost Manager process runs in the background to provide updated, actual cost information at user defined, periodic intervals, and/or when it is launched from the menu. Estimated Costs: A BOM (material parts list) and routing (resources) can be associated with a work order. When you select Estimated Costs type from

eAM Self-Service 7-11

Assets

the list of values, the estimated costs of all materials and resources associated with a work order display, enabling you to budget costs. The Work Order Cost process runs in the background to provide updated, estimated cost information at user defined, periodic intervals, and/or when it is launched from the menu. Estimated and actual costs may differ because all materials or resources associated with a work order may not actually be used when the work order is executed. For example, an operation may end up being handed over (See: Managing Operations on page 7-28) to another department (crew). Variance Costs: When you select Variance Cost type from the list of values, the difference between the actual costs recorded and estimated costs will display. Cost Summary: When you select Cost Summary type from the list of values, the cost information from all work orders associated with the current asset will display.
b.

From the View Cost By drop down list, select how you would like to view your cost information. Valid values are Period and Cost Category. – If you selected Cost Category, you can view cost information by defined categories, such as Materials, Labor, and Equipment. Material: All material and material overhead transaction costs will display. Labor: All employee resource and resource overhead transaction costs will display. Equipment: All material resource and resource overhead transaction costs will display. – If you selected Period, optionally enter the Period From and Period To. Accounting Periods are defined within Oracle Inventory (See: Maintaining Accounting Periods, Oracle Inventory User’s Guide).

4.

Select the Include Child Assets check box to roll up all costs for the current asset and its children. See: Defining Asset Numbers on page 2-37 to review how asset hierarchies are created. Select Go to view cost element information. The information is broken down into nine eAM specific cost classifications. You will also see summary totals (summarizing Contract, Maintenance, and Equipment) of all material, labor, and equipment costs.

5.

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Assets

6.

Optionally, you can save or export your cost information to a spreadsheet by selecting Export.

See Also:

Overview of Cost Management, Oracle Cost Management User’s Guide Submitting a Request, Oracle Applications User’s Guide

Viewing Associated Work Requests
You can view an asset’s associated work requests and create new work requests or update existing work requests for the current asset.

To view or create work requests for the current asset:
1. 2.

Navigate to the Assets page, and query an asset. See: Obtaining Asset Information on page 7-5. Select the asset within the Asset Results region, then select Work Requests.

eAM Self-Service 7-13

Assets

Figure 7–5

3.

In the Work Request Results region, optionally select the work request Number to view details of the work request, such as the log explaining the issue being reported, priority code, etc. Optionally, update a work request by selecting Update if you are within the details of the work request, or you can choose the Update pencil icon from the Work Request Results region.
a. b. c.

4.

Update fields as needed. Select Apply to save your work. Select Cancel to return to the Work Requests for Asset page without creating the work request.

5.

Optionally, create a new work request by selecting Create Work Request from the Work Request Results region, or Create if viewing request details of an existing request.

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or Low. for example High.Assets a. Navigate to the Assets page. Viewing Quality Information You can view a list of Oracle Quality collection plans and enter quality results for the current asset. Select a Priority from the list of values. f. 2. you can save or export your work order information to a spreadsheet by selecting Export All Work Orders. Medium. d. Enter the detailed information about the work requested in the Request/Approval Log field. c. Select Apply to save your work. eAM Self-Service 7-15 . Select Existing Work Requests to return to the previous page. Optionally. Select Cancel to return to the Work Requests for Asset page without creating the work request. See: Obtaining Asset Information on page 7-5. 8. then select Quality. e. you can save or export your work request information to a spreadsheet by selecting Export All Work Requests. and query an asset. select a Work Request Type from the list of values. Optionally. Select a Request By Date. To view collection plans: 1. 7. Optionally. 6. Optionally select the work order Number to view information associated with the work order. only work orders linked to a work request are displayed. b. In the Work Order Results region. Select the asset. The system date will default.

a. Required fields are dependent on the Collection Plan’s collection element specifications (See: Creating eAM Quality Collection Plans on page 2-64). Also. Optionally. enter quality results by selecting the Enter Quality Results pencil icon. 7-16 Oracle Enterprise Asset Management User’s Guide .Assets Figure 7–6 A list of collection plans associated with the current asset and requiring completion display (See: Creating eAM Quality Collection Plans on page 2-64). during the eAM collection plan creation process. 4. Select the View Quality Results glasses icon to view or update any results entered for the current collection plan. triggers can be specified to make only certain assets elible for the collection plan (See: Creating eAM Quality Collection Plans on page 2-64). it was specified whether the collection plan required completion. When the collection plan was created. 3. You can enter quality results for a collection plan or update a collection plan’s quality results multiple times. Only those collection plans that the current asset is eligible for display. Select Submit to save your work or Cancel to return to the Quality List of Plans page. b.

Assets a. Optionally. or text attachments to collection elements. and can have an unlimited number of attachments. 7. the Visited column will be populated with a check mark. c. 6. Optionally. b. Optionally. select Clear to enter new parameters. – Required fields are dependent on the Collection Plan’s collection element specifications. within the results table set. The parameters are the collection elements defined for the current collection plan. Select Go to view the entered parameters’ results in the results set table. select a column from the Add column list of values to add to the results set table. Oracle Quality User’s Guide eAM Self-Service 7-17 . Oracle Quality User’s Guide Overview of Quality Self-Service. select the Attachment paperclip icon to view or add file. See Also: Overview of Collection Plans. See: Creating eAM Quality Collection Plans on page 2-64. or text to the chosen collection element (result entry). – 5. Each collection element in the collection plan can have its own attachments. URLs. Select Return To List Of Plans Page at the bottom of the page to return to the list of quality collection plans. URL. if the column is not currently displayed. Note: You will have to enter quality results at work order completion for all required collection plans for an asset. you can Update the quality results by selecting the pencil icon. Select Add. Optionally. If you have updated this collection plan. Select the Attachments paperclip icon to attach any necessary files. e. See: Creating eAM Quality Collection Plans on page 2-64. d. Select Submit to save your work or Cancel to return to the Quality List of Plans page. Optionally. specify parameters and values to filter the data displayed in your results set.

you can query on existing requests associated to a specific asset. you can view and update work requests. Using the advanced search. but cannot create them. 7-18 Oracle Enterprise Asset Management User’s Guide . To obtain Work Request Information using the simple search: 1. The advanced search enables you to narrow the query on work requests to more than an asset number. update. A simple search enables you to query on work requests associated with a specific asset number. the system is in a simple search mode. for example. or create new work requests. and create new work requests for an asset. This section’s tasks include: – – Obtaining Work Request Information on page 7-18 Creating and Updating Work Requests on page 7-20 Obtaining Work Request Information Using the simple search mode. When you first enter the screen. Select an Asset from the list of values to search for related work requests. 2. to view. Navigate to the Work Requests tab. You also have the option of querying on work requests using an advanced search mode. you can query on all work requests associated with a specific priority code.Work Requests Work Requests The Work Requests tab enables you to query existing.

a. Optionally. select an Area from the list of values. For c. This is a user defined listing of logical areas of work. the system is in a simple search mode. such as CRANE. b. and areas are where the assets reside. Select Advanced Search to narrow your selection criteria. Navigate to the Work Requests tab. select an Asset Category from the list of values. eAM Self-Service 7-19 .FLOOR. An asset group is a grouping of similar assets. select an Asset Group from the list of values. Optionally.OVERHEAD or BUILDING. When you first enter the screen. This is the Class and Subclass code.Work Requests Figure 7–7 3. To obtain Work Request Information using the advanced search: 1. Optionally. 2. See: Setting Up Category Codes and Sets on page 2-27. Select Go.

Creating and Updating Work Requests: Creation of a work request can only be accomplished from the simple search page. For instructions. select Originator from the list of values to display all work requests that a specific person entered. See: Simple Search on page 7-18. select a From Date to narrow your selection of work requests to a specific time period. i.Work Requests example. select a work request Status from the list of values to view all work requests at a specific status. Optionally. See steps 4 . or Area 1. Optionally. f. Select Go. g. North Plant. select a Work Order Number to display all work requests associated with that work order number. Optionally. j.8: Viewing Associated Work Requests on page 7-13. An unlimited number of work requests can be associated with a work order. See: Setting Up Asset Areas on page 2-11. h. select a To Date to narrow your selection of work requests to a specific time period. select a Current Owning Department from the list of values to see all work requests associated with a specific owning department. d. 7-20 Oracle Enterprise Asset Management User’s Guide . East Wing. select a specific Request Number. Optionally. Optionally. Optionally. e. 3. Optionally. The remainder of this page enables you to create and update work requests.

You can also create an Easy Work Order. To avoid duplication of work orders. To obtain a list of Asset Work Orders: 1. 2.Work Orders Work Orders The Work Orders tab enables you to query and create work orders for a specified asset number. or select a valid asset number from the list of values. eAM Self-Service 7-21 . and creating requisitions. 4. Navigate to the Work Orders tab. enabling a supervisor immediate access to establishing appropriate charge accounts for issuing items. This section’s tasks include: – – Viewing Work Orders on page 7-21 Creating Easy Work Orders on page 7-22 Viewing Work Orders You might need to create an easy (unplanned) work order for an asset. Enter a valid Asset to search for related work orders. See: Creating Easy Work Orders. 3. before creating a new one. You can view work order details. recording time. you can first view all work orders associated with the asset. You can either enter a known asset number. such as status. Select Go to display all work orders associated with the chosen asset. and the activity cause. Select the Include Rebuild Work Order check box to include child rebuild work order details associated to parent work order. activity type.

Select Create Easy Work Order to create an easy work order associated with the current asset. The work requests available for selection are 7-22 Oracle Enterprise Asset Management User’s Guide . Creating Easy Work Orders Easy Work Orders have been referred to as unplanned work orders. Select a Work Order number to view details of a work order listed. that have not already been associated with a work order. All approved work requests for the current asset. request materials. Once created. the current asset’s associated asset activity (See: Asset Item/Asset Activity Association) will not attach or associate to the new work order. select a Work Request Number from the list of values to reference a work request generated by another user. the work order is automatically at a Released status. as with planned work orders. a.Work Orders Figure 7–8 5. etc. charge labor. will be available. Optionally. and enable you to avoid operation and resource planning. When created. For example. enabling you to execute the work order. To create an Easy Work Order: 6.

the system will return a confirmation notice with the new work order number. Lubrication. Optionally. Once you select Apply. 7. However. or Settings. Vandalism. select an Activity Cause from the list of values to specify the situation causing the needed maintenance. Enter a Scheduled Start Date and Time. Servicing. an easy work order can be associated with only one work request. This will default from the first work request number associated to this work order. Optionally. For example. or Cleaning. A work request can be associated with only one work order. select a Priority code. Note: Routine work orders can be associated to an unlimited number of work requests. The Owning Department will default as the owning department of the operation created. i.Work Orders at an Awaiting Work Order status. The system date and time will default. select a Work Order Type from the list of values. or Cancel to exit the page. select an Activity Type from the list of values to indicate the type of maintenance activity needed for the current asset. for example. Optionally. g. eAM Self-Service 7-23 . Breakdown. Inspection. Overhaul. This will default from the work request if you selected a work request number. e. The description of the work request will become the description of the work order created. c. b. f. once it has been started. Select Apply to save your work. Enter a Scheduled Duration in hours to identify the number of hours it would take to finish the work order. Normal Wear. Optionally. d. It should remain generic. Enter a Description. Operation 10 is created automatically when creating an easy work order. Repair. h.

See: Work Plans on page 7-25. or the Work Plan tab. See: Easy Work Orders.Work Orders Note: After you select Apply. See Also: eAM Work Orders on page 3-5 7-24 Oracle Enterprise Asset Management User’s Guide . A Planner may wish to build additional operations and resources to the work order after the issue has been addressed. Further edits to the newly created work order can be accomplished via the forms application. you have automatically created an Easy Work Order.

3. complete a work order. adjust crew schedules. eAM Self-Service 7-25 . This search method enables you to enter specific Asset information. and complete or uncomplete an operation. charge resources. update. narrow your search criteria by selecting a date range. You can skill search across departments. Optionally. further narrow your search criteria by selecting Advanced Search. narrow your search criteria by entering an Employee Number from the list of values. 5. assign employees to a work order. Work Order information. that execute work plans generated by the Planner. or manage operations. 4. Optionally. and enter quality plan information such as inspection data. This section’s tasks include: – – Viewing Asset and Rebuildable Work Orders on page 7-25 Managing Operations on page 7-28 Viewing Asset and Rebuildable Work Orders Using the simple or advanced search modes. To view work orders: 1. The Work Plan tab enables you to manage the operations of a work order. to view. and Operation information. narrow your search criteria by entering an Assigned Department from the list of values. Navigate to the Work Plan tab. Optionally. Managing Operations enables you to search on skills. a supervisor can query on existing work orders assigned to a department or employee. complete operations.Work Plans Work Plans The Work Plan tab is designed for users. such as Crew Supervisors. hand over work to other departments. 6. assign employees to work orders. 2. Select Go to display all work orders associated with the chosen data selection. Optionally. hand over work to another department.

the date you complete a work order needs to be greater than (later) or equal to the end date of the operation that has the latest end date. change the Actual Start Date and Time. Shutdown Start Date and Time. Select a Work Order to view details of a work order listed.Work Plans Figure 7–9 7. However. 8. Uncompleting a work order will bring the work order back to a Released status. the date you start a work order needs to be earlier than or equal to the start date of the operation with the earliest start date. a. or via the Work Plan tab. select the Complete/Uncomplete pencil icon (See: eAM Work Order Statuses). The operations within a work order do not need to be complete in order to complete a work order. Actual Duration. Likewise. Planners or Crew Supervisors can complete or uncomplete work orders using the Maintenance workbench (See: Maintenance Workbench). 7-26 Oracle Enterprise Asset Management User’s Guide . Optionally. To Complete or Uncomplete (re-open) a work order. and Shutdown Duration.

or Completed. Changing the times and duration affects resource usage for employees and equipment. When the collection plan was created. Cancelled. 9. Oracle Quality collection plans associated with the current work order’s associated asset and requiring completion display. – Required fields are dependent on the Collection Plan’s collection element specifications. it was specified whether the collection plan required completion. Also. Once a work order is completed. the Reading Change will default. meter readings are required for all runtime interval meters associated with the asset in the PM scheduling definition.See: Creating eAM Quality Collection Plans on page 2-64. meter readings are mandatory for work orders generated by the PM scheduling engine. – Indicate whether you would like to Reset the Current Reading to zero by selecting the Reset check box. the Current Reading will default. See Also: Defining Meters on page 4-3 Overview of Collection Plans. If you enter a Current Reading. If there is a meter associated with this asset. It is automatically calculated as the difference between the Estimated Start Date and Estimated End Date. enter a Reconciliation Code. At work order completion. Oracle Quality User’s Guide eAM Self-Service 7-27 . you will be prompted to enter a Current Reading or a Reading Change. See: Entering PM Scheduling Definitions on page 4-12 and Work Order Completion on page 3-40. Optionally. during the eAM collection plan creation process. For example. c. triggers can be specified to make only certain assets elible for the collection plan See: Creating eAM Quality Collection Plans on page 2-64. This is a simple description of why you are completing this work order.Work Plans – Actual Duration identifies the total elapsed time of the Work Order. If you enter a Reading Change. Select Apply to Complete the Work Order. or Cancel to exit. – b. d.

and complete or uncomplete an operation. assign employees to work orders. Figure 7–10 Navigate to the Work Plan tab. 3. hand over work to other departments. Search for Work Orders. 2.Work Plans Managing Operations Managing Operations enables a supervisor to search on skills. 7-28 Oracle Enterprise Asset Management User’s Guide . charge resources. Select Manage Operations after selecting a work order. To manage operations: 1. See: Viewing Asset and Rebuildable Work Orders on page 7-25.

there is a time estimate of how long it will take to perform the work. equipment. When resources are identified on a work order. normally in hours). Resource Charging enables you to post actual usage time for employees. In many cases. Required fields: Resource Sequence. Unit of Measure.Work Plans To charge resources: It is important in asset management to capture both estimated and actual time spent on an each operation of a work order. then select Charge Resource. eAM Self-Service 7-29 . and miscellaneous materials for specific operations on a work order. You cannot charge resources to completed operations (See: Operation Completion on page 3-37). See: Setting Up Activity Bills of Material on page 2-50. and Quantity (reflects the number charged. a. will default from the Activity BOM associated with the work order. Figure 7–11 Select an Operation. b. the extent of the work load is unknown until the work starts. Resource.

See: Defining Resource Requirements on page 3-31 Optionally. f. or the accounting for time was taken. from the list of values. from the list of values. then select Handover. Optionally. g. Optionally. operations are started and not finished by the assigned crew.Work Plans – c. For information on Resource Sequence. identity the Employee that performed the work. Optionally. and Unit of Measure. h. When the operation is handed over. This transaction adds an additional line of operations to the work order. Often. the current operation is automatically completed. update the Charge Department from the list of values. To re-assign work to another department: a. identify the Equipment used to perform the work. d. This will default from the work order if at least one operation exists on the work order. This is an informational field that can be used to indicate the reason a resource was used. A Handover enables a supervisor to re-assign the task to another supervisor for the continuation of work. Select an Operation. e. enter a Reference. Optionally. Resource. select a Reason code from the list of values. or Cancel to return to the Operations page. Select Apply to save your work. and a new operation is created. 7-30 Oracle Enterprise Asset Management User’s Guide .

c. This indicates whether a shutdown is necessary to perform this maintenance activity. e. Optionally.Work Plans Figure 7–12 b. Enter a newly Assigned Department from the list of values. or text attachments as necessary by selecting View List. Optionally. enter an estimated duration in hours that the new operation requires. enter a Description of this new handover operation. g. d. update the Start Date and Time for the new operation. Optionally. Optionally. choose a Shutdown Type from the drop down list. f. URL. eAM Self-Service 7-31 . The current system date and time will default. For example. Optionally. Required and Not Required. add file.

c. b. e. Select an Employee Name from the list of values. select a Competency from the list of values. If a supervisor is required to find another resource from another crew. select a Competency Type from the list of values. It is common that work is not assigned at the employee level. In the Resources region. enter the Duration of resource usage in hours. Select Assign Employee to return to the Employees page. and the supervisor can assign additional personnel if needed. the system can display whether employees are currently assigned to an operation. leveraging Oracle Human Resources competencies. you can add notes. Select Assign. For example. The assignment of work is normally executed by a supervisor. – – – – Optionally. i. If the supervisor intends to assign each task to an employee. Optionally. he can do that with a skill search. such as "This work order could not be completed due to a delay in delivered items". To assign employees to a task: a. Select Return to display the Handover page. Indicate whether to carry over resource usage information by selecting the Select check box for associated resource. Select Go to display a list of competent employees.Work Plans – – h. or allow the system to populate this field based on a skill search. – Optionally. Work Orders are typically planned and scheduled by a planner. select the View Employees icon to view currently assigned employees. Optionally. then select Assign Employee. This populates the Employee Name field. select Search Skills to search for employees by competency classifications. Select Add Attachment. Select Apply to save your work.select 7-32 Oracle Enterprise Asset Management User’s Guide . Select an Operation. d. or cancel to return to the Operations page.

select the Remove Employee icon to un-assign an employee from a task. operation dependencies are considered. g.Work Plans Figure 7–13 f. a. eAM Self-Service 7-33 . Optionally. Select an Operation. For example. if operation 20 is dependent on operation 10’s completion. To complete or uncomplete an operation: Operations can be at complete or uncomplete statuses. then select Complete/Uncomplete Operation. you cannot uncomplete 10 if operation 20 is already completed. Select Operations. When completing an operation.

Select Return to return to the Operation Completion/Uncompletion page. Optionally. add necessary attachments by selecting View List. It is automatically calculated as the difference between the Estimated Start Date and Estimated End Date. Enter an Actual Start Date and Time that the operation completed. Enter the Actual Duration in hours that it took to complete the operation. A list of collection plans associated with 7-34 Oracle Enterprise Asset Management User’s Guide .Work Plans Figure 7–14 b. These codes enable you to evaluate jobs by percentage completed or delayed. select a Reconciliation code from the list of values describing how the operation was completed. – – Select Add Attachment to add file. For example Completed. or text attachments. this code can provide the reason. For example. Optionally. c. Handover. URL. or Partially Completed. A code such as Handover suggests that an operation was not finished within a shift and was assigned to another crew. d. You will be prompted to enter any mandatory quality collection plan data for the work order’s current asset. if the operation was delayed. f. e.

or Cancel to exit. Also. eAM Self-Service 7-35 . When the collection plan was created. triggers can be specified to make only certain assets eligible for the collection plan See: Creating eAM Quality Collection Plans on page 2-64. See: Creating eAM Quality Collection Plans on page 2-64. it was specified whether the collection plan required completion. g. Select Apply to save your work.Work Plans the current asset and requiring completion display. during the eAM collection plan creation process.

Work Plans 7-36 Oracle Enterprise Asset Management User’s Guide .

A Windows and Navigation Paths Windows and Navigation Paths This appendix provides the default navigator paths for the windows used in the Oracle Enterprise Asset Managment. Default Navigation Paths for Standard Application Windows Table A–1 EAM-Related Windows and Navigation Paths Navigation Path Inventory Manager: Setup > Organizations > Organization > [New] Enterprise Asset Manager: Setup > Organization Parameterss Enterprise Asset Manager: Setup > Parameters Enterprise Asset Manager: Setup > Areas Bills of Material Manager: Bills of Materials > Routings > Departments Enterprise Asset Manager: Setup > Department Approvers Enterprise Asset Manager: Setup > Lookups Enterprise Asset Manager: Setup > Category > Category Codes Enterprise Asset Manager: Setup > Category > Category Sets Enterprise Asset Manager: Assets > Asset Groups or Asset Activities Window Name Organization Organization Parameters Enterprise Asset Managment Parameters Area Departments Department Approvers Oracle Manufacturing Lookups Categories Category Sets Master Item Windows and Navigation Paths A-1 . The following table provides the default navigation paths. Brackets [ ] indicate a button.

or Resource Requirements Enterprise Asset Manager: Work Order Details > View Operations Enterprise Asset Manager: Work Order Details > View Material Requirements Enterprise Asset Manager: Work Order Details > View Resource Requirements Enterprise Asset Manager: Work Completion > Operation Completion Enterprise Asset Manager: Work Completion > Work Order Completion Enterprise Asset Manager: Work Completion > Rebuild Work Order Completion A-2 Oracle Warehouse Management System User’s Guide .Windows and Navigation Paths Table A–1 EAM-Related Windows and Navigation Paths Navigation Path Enterprise Asset Manager: Setup > Flexfields > Key > Segments Enterprise Asset Manager: Assets > Asset Numbers Enterprise Asset Manager: Asset Activities > Asset Activity Association Enterprise Asset Manager: Assets > Asset Route Enterprise Asset Manager: Assets > Asset BOM Enterprise Asset Manager: Asset Activities > Maintenance Routings Enterprise Asset Manager: Asset Activities > Maintenance BOM Quality Manager: Setup > Collection Plans Enterprise Asset Manager: Setup > Lookups Enterprise Asset Manager: Work Orders > Work Orders Window Name Descriptive Flexfield Segments Define Asset Number Activity and Asset Number/Rebuildable Association Define Asset Route Bills of Material Routings Bills of Material (Activity BOM) Collection Plans Oracle Manufacturing Lookups Find Work Orders Find Rebuild Work Orders Enterprise Asset Manager: Work Orders > Rebuild Work Orders Select Work Order View Operations View Material Requirements View Resource Requirements Operation Completion Work Order Completion Rebuild Completion Enterprise Asset Manager: Work Order Details > Operations. Material Requirements.

Windows and Navigation Paths Table A–1 EAM-Related Windows and Navigation Paths Navigation Path Enterprise Asset Manager: Work Order Transactions > Material Transactions Enterprise Asset Manager: Work Order Transactions > Resource Transactions Enterprise Asset Manager: Work Order Transactions > View Resource Transactions > [Find] Enterprise Asset Manager: Work Order Planning > Maintenance Workbench Enterprise Asset Manager: Meters > Meter Definition Enterprise Asset Manager: Meters > Asset Meter Association Enterprise Asset Manager: Meters > Meter Readings > Asset Meter Reading Enterprise Asset Manager: Meters > Meter Readings > Pending Meter Reading Enterprise Asset Manager: Preventive Maintenance > Scheduling Definition Window Name Material Transactions Resource Transactions View Resource Transactions Maintenance Workbench Meters Asset Meter Meter Reading Pending Meter Reading Preventive Maintenance Schedulings Generate Preventive Enterprise Asset Manager: Preventive Maintenance > Generate Maintenance Work Orders Work Orders Work In Process Parameters Scheduler Workbench Personal Profile Values Work Orders WIP Manager: Setup > Parameters Enterprise Asset Manager: Work Order Planning > Scheduler Workbench Enterprise Asset Manager: Setup > Key > Values Enterprise Asset Manager: Work Orders > Work Orders Windows and Navigation Paths A-3 .

Windows and Navigation Paths A-4 Oracle Warehouse Management System User’s Guide .

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