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

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

....................................................................................................... To associate Asset Groups to multiple organizations:....................................... To set up Asset Attributes:....... To create work order priority codes: .............................................................................................................. Asset Setup............................... 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 ...................................................................................................................................................................................................................................................................................................... Asset Activity Types ................................................................................................................................. Work Order Failure Codes .................................... To define asset criticality codes:.................................................................................. To deactivate an asset number: ............................................ To define a work request type:................................................................................................ Work Request Note Types............................................................................................................ To copy Asset Items from existing Asset Items: ................................................................................ To define asset activity cause codes:....................................... Work Request Types ................................................... To define work order failure codes:..................................................................................................................................................................Defining Departments and Resources.................... To view work request note types:........................................ Setting Up Category Codes and Sets .............................................................. To define Department Approvers:. To define asset activity types:..................................................................................................................................... Asset Activity Causes .................................................................................................................................................................................................................... To set up Asset Groups: .............. To set up Asset Items individually: ......................................................... To set up Category Codes: .............................................................................................................................................................. To set up Category Sets: . Asset Criticality Codes.............. Defining Department Approvers ................................................................................... To associate the Asset Attribute Group to an Asset Group: ....................................................................... Defining Asset Numbers ................................................................................................................................................................................................................................ Setting Up Asset Attributes ..................................................................... Work Request Statuses................. To define departments (crews) and resources (crafts):............................................................................................................................................................................................................................................................................................................................................................................................. Work Order Priority Codes...... Defining Asset Groups ................................ To define work request statuses:................................................................................................................................................................................................................................................................................................................. Defining Lookups..................................................................................

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

...................................... To use the maintenance workbench: .................................................................................................................................................................. Defining Material Requirements ................................................................................................................ To view resource requirements: ............................................................. To view operations:.................................................................................. eAM Operations and Tasks ....... Rebuild Work Order Completion ............. To complete an operation:............................................................................................................................................................................................................................................... eAM Work Order Planning ................................................................................... To complete a work order: ......... Preparing Work Order Operations ....... To prepare operations:....................................................... To complete a rebuild work order: ............................................................ Using the Maintenance Workbench............. To create a resource transaction: ........ To uncomplete a work order: .................................................................................................................................... Transacting Resources ................................................................................................................................................................................. Viewing Work Order Operations..................................................................................................................................... Viewing Resource Requirements ..................................................................................................................................................................... eAM Work Order Transactions................................. Work Order Completion ...................................................... To create a material transaction: ................................................. To uncomplete a rebuild work order: ........................................................................ To define work order material requirements:....................................................... Defining Resource Requirements........................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................ To define resource requirements: ............................................................. Viewing Material Requirements ......................... Easy Work Orders ......................................................................................................................................................................................................................................................................................................... Operation Completion . 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 view a completed resource transaction: .................................................. eAM Work Order Statuses ....................... To uncomplete an operation: ............................................................................................................................................................................................................ To view work order material requirements: ......................................................................................................................... Viewing Resources Transactions..................................................................................................................................................................To create rebuild work orders: ...... Transacting Material ......................

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

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

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

please indicate the document title and part number. You can send comments to us in the following ways: Electronic mail: mfgdoccomments_us@oracle. telephone number. 94605 United States If you would like a reply. section. please contact your local Oracle Support Services.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. and the chapter. s s s s s Did you find any errors? Is the information clearly presented? Do you need more information? If so. xiii . please give your name. and (optionally) electronic mail address. Release 11i Part No. address. A95930-01 Oracle Corporation welcomes your comments and suggestions on the quality and usefulness of this document.Send Us Your Comments Oracle Enterprise Asset Management User’s Guide. s s If you have problems with the software. and page number (if available). 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. Your input is an important part of the information used for revision.

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

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

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

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

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

enhancements. 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 includes new features.You also use xx .0 and Release 11i. Other Implementation Documentation Oracle Applications Product Update Notes Use this guide as a reference for upgrading an installation of Oracle Applications. 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. and seed data for this interval.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. This manual details additional steps and setup considerations for implementing Oracle Enterprise Asset Management with this feature. Multiple Reporting Currencies in Oracle Applications If you use the Multiple Reporting Currencies feature to record transactions in more than one currency. use this manual before implementing Oracle Enterprise Asset Management. 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. so you can define and support different organization structures when running a single installation of Oracle Enterprise Asset Management. Oracle Workflow Guide This guide explains how to define new workflow business processes as well as customize existing Oracle Applications-embedded workflow processes. It also provides information to help you build your custom Oracle Forms Developer 6i forms so that they integrate with Oracle Applications. 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. and changes made to database objects. profile options.

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

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

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

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You can carry out the tasks of asset management in the most cost effective. and track all work activity and costs related to assets throughout an organization.1 Oracle Enterprise Asset Management Oracle Enterprise Asset Management (eAM) enables you to schedule and plan maintenance activities. eAM provides you with a set of tools that address asset maintenance requirements for environments that are asset intensive. efficient way. 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 work details of an asset. 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 . Oracle eAM fits the needs of all companies that utilize assets (for example. hierarchal (parent/child) information. Oracle eAM enables you to adopt maintenance strategies to meet this challenge. such as cost. eAM improves operation performance. the asset genealogy and parent/child meter readings are tracked automatically. and document attachments can be associated with a specific asset. bill of material. equipment. and work order history for those assets. or that has processes that necessitate safety procedures and regulatory compliance. quality plans. You can view cost information for a parent asset only. machines. or all children of that parent asset rolled up. bills of material. Oracle General Ledger Budgeting functionality enables you to define budgets and review costs information for maintenance. Asset Hierarchies You can focus on an asset hierarchy. You can view details of an asset. You can view all associated asset information such as asset details.Overview of Oracle Enterprise Asset Management Overview of Oracle Enterprise Asset Management Today’s asset intensive companies need to optimize capacity and increase utilization. increases safety. forecasted costs. such as cost history. or a set of parent/child relationships of an asset. actual costs. Any organization that is asset intensive. etc. service requests. Attributes. scheduled maintenance. and launch transactions.) as part of their business operations and activities. You can also view current or historical configurations. asset activities. Asset Management Oracle eAM enables you to quickly identify plants and facilities using an Asset Navigator (See: Assets on page 7-5). As components of an asset are removed and re-installed from an asset. work orders. and with preventive. while lowering unit production costs.

and collect all the known maintenance work for that planning time frame. or rebuilt. You can review any outstanding work requests that are currently assigned to an asset to avoid duplicate work orders for the same issue. place on hold. 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. removed. An approved work request can be linked to a work order. equipment. associated with a Oracle Enterprise Asset Management 1-3 . A line supervisor can approve. a motor) every time it was installed. You can focus on a period of time. Oracle eAM generates a pre-planned work order that defines the related work required to repair that item. The status of a work request is then updated when it is linked to a work order. or reject a work request. 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. and materials are available for all necessary maintenance tasks.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. and the cost associated with the maintenance of a rebuildable item. You can view the history of all work performed. When a rebuildable item is replaced into the asset.

Overview of Oracle Enterprise Asset Management responsible crew or department. 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. commonly associated with maintenance personnel. You can navigate through self-service screens that direct you to functional areas. 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 . for daily planning and work execution.

2 Setting Up This chapter discusses setting up the Oracle Enterprise Asset Management system. 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 .

❏ ❏ ❏ 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 implementation team should discuss system and user options for eAM.Oracle Enterprise Asset Management Setup Overview Oracle Enterprise Asset Management Setup Overview Oracle Enterprise Asset Management (eAM) can have unique setups for each organization. user defined lookups. The user that is implementing eAM should also have determined the structure of their organizations and user access through Oracle System Administrator. During the implementation process. 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 .

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 .

Decisions are made during implementation as to which organization(s) will be enabled for eAM. 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. From the Inventory Responsibility. Setting Up 2-5 . In the Find Organization form. If the decided upon organization(s) already exists. navigate to the Organization form. To set up Organizations: 1.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.

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

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

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

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

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

which help in tracking and accounting of assets. To set up Asset Areas: 1. These areas divide the maintenance plant or facility into zones. add an area. Figure 2–4 Navigate to the Area form. Using the Add icon from the tool bar. 2.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. Setting Up 2-11 . These values will later be entered into the asset.

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

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

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

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

Overhauls. Calibration. Lubrications.Defining Lookups Defining Lookups User defined lookup codes need to be decided upon and defined during the eAM implementation process. Navigate to the Oracle Manufacturing Lookups form. and Work Order Lookups. You will define Asset Lookups. and Repetitive work. For example. To define asset activity types: 1. 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). 2-16 Oracle Enterprise Asset Management User’s Guide . Inspections. This table is an extensible attribute that is user defined. Work Request Lookups.

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

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

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

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

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

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

5. but you can update this. The Effective From Date will default as the system date. 6.2. Save your work. and 3. 3. Enter 1 in the first Code field (each code will then be incremented by one).Defining Lookups Figure 2–14 2. Optionally. 8. and Low. Select the Enabled check box to enable this code for eAM. 4. Work Order Priority Codes Priority Codes contribute to the organization and execution of work orders. Enter a Description for the code. Manual. For example. or 1. Typically. a high priority is assigned by the people entering work requests and work orders. 7. enter a Effective To Date to indicate an expiration of the code. High. This makes it important for the planner or supervisor to compare this priority to the critical Setting Up 2-23 . for example. Enter the Meaning of the code. Select WIP_EAM_WORK_REQ_TYPE from the Type list of values. Medium.

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

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

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

which will display all assets defined as Cranes within that organization. you can identify assets based on familiar names. Navigate to the Find Categories form. or create new ones. Jib Cranes. With both queries. rather than numbers. which tie to individual assets. 2. For example. Category codes are first defined. they can be associated with asset groups. To set up Category Codes: 1. You can find existing category codes. Once they belong to this category set. and Mobile Cranes.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. Setting Up 2-27 . such as Overhead Cranes.JIB. If you enter CRANES. then they are added to the Enterprise Asset Management Category Set. Cranes can be classified by several different types. you can query using the class CRANE. Select New. For example. the system would then narrow the results to just those assets defined as Jib Cranes.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Navigate to the Master Item form. Once these asset activity templates are created. Defining Asset Activities Asset Activities provide you with a standard template of jobs. To set up Asset Activities: 1. such as Routine or Preventive Maintenance. Setting Up 2-43 . Save your work. containing the materials and resources needed for operations. 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).Asset Setup 6. 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). When preplanned work orders are then created for assets associated to the asset activity. the material and resources associated with the current asset activity automatically attach to the work orders created. respectively. which can be applied to preplanned work orders.

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

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

Save your work. Optionally. In the Associated Asset Numbers region. Note: Only asset numbers can be associated with asset routes. Setting Up Asset Bills of Material You can identify and select the required items that make up an asset item. 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. An asset route cannot be associated with another asset route. Select an Asset Number from the list of values. Only asset numbers associated with the previously selected asset group will be available. select an Asset Group from the list of values. 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 . 7. If the Effective Date From field is left blank.Asset Setup Figure 2–29 5. the system date will default. enter Effective Dates. 8. 6.

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

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

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

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

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

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

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

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

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

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

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

Select Rebuildable from the Item Type list of values. 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).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 may have a Rebuild Engine asset activity. For example. you can associate asset activities to the rebuildable items. 4. 2-62 Oracle Enterprise Asset Management User’s Guide . To associate Rebuildable Items with Asset Activities: 1. Once you create a rebuild work order (See: Rebuild Work Orders on page 3-13) for the engine. Figure 2–37 Navigate to the Activity and Asset Number/Rebuildable Association form. 3. 2. and an Engine rebuildable item. Within the Asset Numbers region. select the Main tab. Select an Asset Activity from the list of values.

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

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

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

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

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 .

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

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 .

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

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 .

Select New. and can also be created using a menu option.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). The work order number is assigned by the system but is updateable. Figure 3–2 Navigate to the Find Work Orders form. 3. 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). 2. To manually create a work order: 1. eAM Work Management 3-7 . The header information displays general information about the asset and the type of work required.

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

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

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

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

eAM Work Orders Estimated Costs: A BOM (material parts list) and routing (resources) can be associated with a work order. based on meter readings. For example. runtime intervals. then select Value Summary to view a summary of the actual. estimated. scheduled work orders. select a work order. and calendar days. hours. Optionally. Material: All material and material overhead transaction costs will display. Scheduling definitions are defined to create forecasted. and materials against the current work order. equipment hours. periodic intervals. enabling you to budget costs. Preventive Maintenance Work Orders eAM enables you to generate work orders automatically based on meter readings. 28. Meters are entered to measure any asset that needs to be measured and periodically serviced. it needs to be replaced (See: Meters on page 4-3). the difference between the actual costs recorded and estimated costs will display. and/or when it is launched from the menu. The Work Order Cost process runs in the background to provide updated. Labor: All employee resource and resource overhead transaction costs will display. by usage. 27. the estimated costs of all materials and resources associated with a work order display. based on the measurement. and variance costs for labor hours. Preventive maintenance (PM) activities reduce the probability of failure or degradation of the assets’ physical conditions. For example. estimated. and materials for specific operations of the current work order. Variance Costs: When you select Variance Cost type from the list of values. You can create a PM scheduling definition (See: Entering 3-12 Oracle Enterprise Asset Management User’s Guide . Save your work. an operation may end up being handed over (See: Managing Operations on page 7-220) to another department (crew). but when it wears to only four millimeters. or based on the condition of an asset. Optionally. select Details to view actual. equipment hours. estimated cost information at user defined. When you select Estimated Costs type from the list of values. a pipe may start out at 12 millimeters. and variance costs for labor 29. Equipment: All material resource and resource overhead transaction costs will display. 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.

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

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

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

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

the estimated costs of all materials and resources associated with a work order display. and/or when it is launched from the menu. actual cost information at user defined. periodic intervals. For example. Estimated Costs: A BOM (material parts list) and routing (resources) can be associated with a work order. The Cost Manager process runs in the background to provide updated. enabling you to budget costs. estimated 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.eAM Work Orders Figure 3–4 Actual Costs: This is the accumulation of all executed maintenance work orders associated with the current asset. When you select Estimated Costs type from the list of values. periodic intervals. When you select the Actual Costs type from the list of values. or any specified selection criteria you entered in the Cost View Options region. The Work Order Cost process runs in the background to provide updated. the actual cost information for your specified criteria is provided. based on a specified period. an operation may end up being handed over (See: eAM Work Management 3-17 . and/or when it is launched from the menu.

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

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

You cannot charge labor or request materials for a work order at this status. You can cancel an eAM work order at any status in its lifecycle. When a work order is completed. eAM work orders at Released and Unreleased statuses can be put on hold. You can uncomplete a work order to take it back to a Released status. A Complete status for an eAM work order does not require any operation to be completed. you can still charge labor.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 . You cannot charge any accounts once an eAM work order is closed. Scheduling can take place for these work orders (See: eAM Scheduling on page 5-3) but you cannot charge labor or request materials. You can unclose a work order to bring it back to a Complete status. An Unreleased work order cannot be changed to a Draft status.

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

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

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

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

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

3. view. 3-26 Oracle Enterprise Asset Management User’s Guide . 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. add. See: Defining Material Requirements on page 3-26. Select Materials to view material requirements. See: Defining Resource Requirements on page 3-31. and delete material requirements as necessary for a specific work order. Select Resources to view resource assignment. you can update. See Also: Preparing Work Order Operations on page 3-21 Defining Material Requirements When you enter a work order for an asset.eAM Operations and Tasks Figure 3–8 2. However.

in the Inventory Items region. Choose a work order from the list of values. Select Continue. Figure 3–9 Navigate to the Select Work Order form.eAM Operations and Tasks To define work order material requirements: 1. 4. 2. When you select Select Materials. or by selecting Select Materials. Optionally. 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. 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. eAM Work Management 3-27 . 3.

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

a. Save your work. Navigate to the View Material Requirements form.eAM Operations and Tasks – Upon re-inquiry of this work order. eAM Work Management 3-29 . Note: You can view work order material requirements in a view-only mode. the Direct Items region will reflect any requisition and purchase order details. To view work order material requirements: 1. From the Select Work Order window. Select Continue. 9. Note: You must have Oracle Self Service Purchasing installed for this functionality. 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). 10. 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. select a Work Order from the list of values. Viewing Material Requirements When you enter a work order for an asset. You can view material requirements for a specific work order. See: Viewing Material Requirements on page 3-29. 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). b.

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

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

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

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

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

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

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 .eAM Operations and Tasks See Also: Defining a Resource.

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

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

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

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

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

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

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

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

eAM Work Order Transactions Work Order. It is automatically calculated as the difference between the Estimated Start Date and Estimated End Date. 2. Figure 3–19 eAM Work Management 3-45 . 6. 3. Changing the times and duration affects resource usage for employees and equipment. Save your work. 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. In the Transaction region. Navigate to the Material Transactions form. See Also: Entering Meter Readings on page 4-7 Transacting Material To create a material transaction: 1.

See Also: For information on all remaining fields. Navigate to the Resource Transactions form. Select the Item from the list of values that you are taking from inventory and issuing to the current work order. including but not limited to: employees. 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. 3-46 Oracle Enterprise Asset Management User’s Guide . or cost. Select Done. A resource is anything you require to perform. Select the Subinventory from the list of values from where this Item resides. 2. Select Continue. 9. 6. Select the Operation Sequence of the current work order routing to associate this material. 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). 3. 7. Select a valid work order from the list of values. Select Continue. 5. schedule. 8.eAM Work Order Transactions 4. See: Issuing and Returning Specific Components. labor or equipment resources. To create a resource transaction: 1. For example. You can charge resources to a specific work order. and physical space. Save your work. machines. outside processing services.

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

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

eAM Work Order Planning eAM Work Order Planning A planner performs several functions. You can generate work orders from suggested work orders. manage work order required material. 3. creating work orders. You can narrow your data selection using any of the fields available. However. To use the maintenance workbench: 1. and update work order operations as necessary. 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). resources. 2. Select Launch. 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. Navigate to the Maintenance Workbench form. approving work requests. For example. select an asset number. a Planner can mass release and mass complete work orders. eAM Work Management 3-49 . 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. to view all work orders related to that asset number. releasing work orders. including purchasing required materials for work orders.

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

Optionally. eAM Work Management 3-51 . select Direct Item to select direct items from supplier catalogs. Note: You must have Oracle Self Service Purchasing installed for this functionality. create requisitions. associated with a selected work order (See: Defining Material Requirements on page 3-26). 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. You can view and update the materials and resources associated with a specific operation. 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). Direct Items are one time. 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). – Upon re-inquiry of this work order. b. as well as the class code information for correct expensing. s 5. non-inventoried items that are purchased directly from the supplier. will display under the expanded All Assets branch. 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). Once you select Direct Item. 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. 7Optionally. associated with the data selection entered in step 2.eAM Work Order Planning s All Assets: All rebuildable items. Assets With Work: All rebuildable items with open work orders (See: eAM Work Orders on page 3-5). and add them to your items list. Optionally. 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. Optionally. will display under the expanded Assets With Work branch. the Direct Items region will reflect any Requisition and Purchase Order details. You can exit Self Service Purchasing and return to the Maintenance Workbench by selecting Return To Portal. the current work order and operation reference values will be passed to the requisition created using Self Service Purchasing. a.

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

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

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

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

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

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 .4 Preventive Maintenance This chapter discusses how work orders can be created automatically using preventive maintenance schedules.

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 . Preventive Maintenance activities are carried out periodically. or based on the condition of the asset.Overview of Preventive Maintenance Overview of Preventive Maintenance Preventive Maintenance (PM) activities reduce the probability of failure or degradation of the assets’ physical condition. by usage.

Navigate to the Meters form. Preventive Maintenance 4-3 . a pipe may start out at 12 millimeters. To define a meter: 1. but when it wears to only four millimeters. it needs to be replaced. For example. You may need to service the forklift after a certain number of running hours or a specific number of days. For example. Another example is a forklift hour meter. or 90 days. 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. a forklift may need servicing after 100 motor running hours.Meters Meters Meters are entered to measure any asset that needs to be measured and periodically serviced. based on the measurement. whichever comes first.

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

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

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

However. 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.Meters 5. Entering Meter Readings At work order completion. To enter a stand-alone meter reading: 1. Once a work order is completed. you can enter stand-alone meter readings at any time. Figure 4–3 Navigate to the Meter Reading form. meter readings are mandatory for work orders generated by the PM scheduling engine. Preventive Maintenance 4-7 .

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

before the reset. To view failed meter readings: 1. The user then reset the Current meter reading to 3. while the Current meter reading will increase from 3. both the Current meter reading and the Life To Date meter reading were 17. 13. This process requires a Group Id at the time of submission. This Group Id corresponds to the Group Id in the interface table (eam_meter_readings_interface). The system uses the Life To Date meter reading to calculate the Usage Rate.Meters meter reading and Life To Date meter reading will only be different if you have previously reset the Value. will be imported. Preventive Maintenance 4-9 . Navigate to the Pending Meter Reading form. 12. select Readings History to view all meter readings for the selected meter and current asset. 11.000. Readings that failed to be imported can be viewed in the Pending Peter Reading form. Save your work. Upon submission of this process. Optionally.000.000. The Life To Date meter reading will continue to increase from 17. You cannot update meter readings in the Meter Readings History form. enabling you to make a logical choice when entering the next meter reading. you can view the last meter reading. within the Current tabbed region. For example. whose Group Id matches the user specific Group Id. For example. Meter Reading Interface Import Meter Reading is an interface process used to import meter readings into eAM. Click the Comments tab to enter any necessary comments. only those meter readings from the interface table. This can help you to make logical decisions when entering and updating meter readings. You can also decide which meters you want to update.000.

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

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

Navigate to the Preventive Maintenance Schedulings form. To define a PM Schedule on an asset number: 1. 4-12 Oracle Enterprise Asset Management User’s Guide . A planner can then view these forecasted work orders. You can create a PM Scheduling Definition on an Asset Number/Asset Activity combination. or an Asset Route. and generate them as necessary.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. The PM Scheduler process creates work orders based on these rules. 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.

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

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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PM Scheduling

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

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

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

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

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.

Cost savings and work management efficiencies can be achieved by generating predictive work activities. 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). and then using a planning process to balance the work load for resource management.

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

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

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

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

eAM Planning eAM Planning Oracle eAM utilizes Material Requirements Planning (MRP) to calculate net material requirements from gross material requirements. based on net material requirements. 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. Select Filter to narrow down the information displayed. To use the scheduler workbench: 1. 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. or a combination of this information. Asset Information. Navigate to the Scheduler Workbench. 2. eAM Planning and Scheduling 5-7 . You can view and update start and end dates for each resource. and collapse work orders and operations using a tree hierarchy structure. You can select a work order in the Gantt Chart and manually or automatically reschedule the work order and its associated operations or resources. Work Order Status. Resource. You can display information by Department. This section includes the following topics: – Using the Scheduler Workbench on page 5-7 See Also: Overview of Planning Logic. expand. A Gantt Chart graphically displays both firmed and unfirmed work orders (See: Routine Work Orders on page 3-7). filter by time.

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

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

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

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 .

a work request can be linked to a work order. If you have Oracle Self Service Purchasing installed. These items do not need to be stocked in inventory. For example. Direct items are those that are either used on an infrequent basis. or non-stocked items that represent the service performed on an assembly. If the work order is project related. a painting service might be a supplier contribution to the final assembly of an item. Once the work request is approved. or lead time to obtain replacement parts is not critical. the system captures work order related details in the Outside Processing form (See: Entering Requisitions for Direct Items on page 6-4). 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 . For more information on OSP items. See: Purchase Order Defaulting Rules. When purchasing either direct or OSP items via eAM. 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. These items can be an assembly itself. or the criticality of short lead time to obtain replacement parts mandates that they be stocked in inventory. A work order includes a listing of all maintenance activities that must be performed on an asset. in order to purchase supplier services as part of an assembly build process. It enables you to service requests when an asset is problematic. Oracle Purchasing User’s Guide. 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. Items that you include on purchase or requisition orders. Material requirements for a work order (See: Defining Material Requirements on page 3-26) may include both stocked and non-stocked (direct) items. are considered Outside Processing Items (OSP).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). Stocked items are those that are either used frequently. then the project and task information is captured in the purchase requisition.

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

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

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

3. Oracle Inventory User’s Guide). Enter a Quantity to purchase. then only those organization where the item is stockable are available from the list of values. Optionally.Overview of Direct Item Procurement for eAM Work Orders Figure 6–3 2. 5. Select an Item to purchase from the list of values. 4. Select a Need-By date. Select the Items tabbed region. 6. if the Destination Type is Shop Floor. 8. if the Destination Type is Inventory. Similarly. 7. 6-6 Oracle Enterprise Asset Management User’s Guide . The Destination Organization list of values will only display those organizations where the item is non-stockable. 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. Select Shop Floor from the Destination Type list of values for all non-OSP related requisitions. enter a requisition Description. Select an item Type from the list of values.

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

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

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

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

The receiving process will create the following accounting entries: Dr. Dr. a debit to WIP OSP Valuation account.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. Cr. 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 . For all requisition or purchase order distribution lines with a destination type of Shop Floor (not related to outside processing). the charge account is the eAM Work Order Material account.

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 .

mechanics. 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 . trades people. Self Service Maintenance is designed for the casual maintenance user (for example. Responsibilities can be assigned by employee or by role. Its step by step process requires minimal training and is intuitive enough for you to find and update information.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. such as fitters. This determines what information you can view and update. and electricians). It introduces you to an easier approach of entering and searching for information from any browser. in a plant or facility.

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

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 . Under the Subject column. 4. Close the Work Request by selecting Close. Note: You must first choose an eAM organization before you can select additional tabs. 3.Home Page 2. See: Organization Setup on page 2-5.

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. As components are installed and removed from a particular asset. associated work requests. hierarchal information. To obtain Asset Information: 1. cost information. You can use a Simple or Advanced Search to obtain your desired assets. Navigate to the Assets tab. eAM Self-Service 7-5 . and quality information. 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. By drilling down through an asset the user can either view details or launch transactions to view current/historical configurations of the asset.

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

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

and query an asset. See: Obtaining Asset Information on page 7-5. As components are added and removed from a particular asset hierarchy. The associated hierarchy for the current asset is displayed in the shaded region. 2. the asset genealogy is dynamically updated. enabling you to identify assets using an Asset Navigator and the asset details of each asset belonging to the hierarchy. then select Hierarchy. Navigate to the Assets page.Assets – Optionally. 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. Figure 7–3 7-8 Oracle Enterprise Asset Management User’s Guide . Select the asset.

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

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

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

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

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

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

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

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

and the activity cause. See: Creating Easy Work Orders. such as status. 2. You can also create an Easy Work Order. recording time. you can first view all work orders associated with the asset. Select the Include Rebuild Work Order check box to include child rebuild work order details associated to parent work order. or select a valid asset number from the list of values.Work Orders Work Orders The Work Orders tab enables you to query and create work orders for a specified asset number. activity type. To avoid duplication of work orders. To obtain a list of Asset Work Orders: 1. 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. You can either enter a known asset number. eAM Self-Service 7-21 . and creating requisitions. Enter a valid Asset to search for related work orders. 3. Select Go to display all work orders associated with the chosen asset. You can view work order details. Navigate to the Work Orders tab. 4. before creating a new one.

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

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

See: Easy Work Orders. or the Work Plan tab. See: Work Plans on page 7-25. 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.Work Orders Note: After you select Apply.

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

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

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

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

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

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

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

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

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

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

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

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

The following table provides the default navigation paths. 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 . Brackets [ ] indicate a button.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.

Material Requirements.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. 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: 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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