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R12.

x Oracle Enterprise Asset


Management Fundamentals

Volume 1 - Student Guide

D59879GC10
Edition 1.0
March 2010
D65960
Copyright © 2002, 2009, Oracle. All rights reserved

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be trademarks of their respective owners.

Author

Eary Simmons

Technical Contributors and Reviewers

David Nelson, Anju Gupta, Amit Mondal

This book was published using: oracletutor


Table of Contents

Oracle Enterprise Asset Management Overview..........................................................................................1-1


Enterprise Asset Management Overview ......................................................................................................1-3
Objectives ......................................................................................................................................................1-4
Agenda...........................................................................................................................................................1-5
Overview .......................................................................................................................................................1-6
Quiz ...............................................................................................................................................................1-8
Capital Assets ................................................................................................................................................1-9
Rebuildable Inventory ...................................................................................................................................1-10
Quiz ...............................................................................................................................................................1-11
Asset Maintenance Goals ..............................................................................................................................1-12
Types of Maintenance ...................................................................................................................................1-13
eAM Capabilities...........................................................................................................................................1-15
eAM Functionality.........................................................................................................................................1-16
Managing Assets............................................................................................................................................1-17
Hierarchy .......................................................................................................................................................1-19
Managing Work.............................................................................................................................................1-20
Executing Work.............................................................................................................................................1-22
Maintenance Budgeting .................................................................................................................................1-24
Planning in eAM............................................................................................................................................1-25
Web-Based User Interface.............................................................................................................................1-26
Capital Asset or Rebuildable Inventory Performance and Forecasting .........................................................1-29
Using eAM for Plants and Facilities..............................................................................................................1-30
Complete Enterprise Integration for Your Assets..........................................................................................1-32
Quiz ...............................................................................................................................................................1-34
eAM Business Flow.......................................................................................................................................1-35
Agenda...........................................................................................................................................................1-37
User Roles .....................................................................................................................................................1-38
Quiz ...............................................................................................................................................................1-40
Support for 21 CFR Part 11 ...........................................................................................................................1-41
Agenda...........................................................................................................................................................1-42
Summary........................................................................................................................................................1-43
Setting Up Oracle Enterprise Asset Management ........................................................................................2-1
Setting Up Oracle Enterprise Asset Management .........................................................................................2-3
Objectives ......................................................................................................................................................2-4
Agenda...........................................................................................................................................................2-5
eAM Setup Overview ....................................................................................................................................2-6
Agenda...........................................................................................................................................................2-7
Organization Setup ........................................................................................................................................2-8
Setting Up Organizations...............................................................................................................................2-10
Enabling Organizations for eAM...................................................................................................................2-11
Defining eAM Parameters .............................................................................................................................2-13
Quiz ...............................................................................................................................................................2-16
Agenda...........................................................................................................................................................2-17
Event Logging ...............................................................................................................................................2-18
Areas..............................................................................................................................................................2-20
Resources.......................................................................................................................................................2-21
Departments...................................................................................................................................................2-22
Department Approvers ..................................................................................................................................2-23
Miscellaneous Documents .............................................................................................................................2-24
Agenda...........................................................................................................................................................2-25
Lookups .........................................................................................................................................................2-26
Quiz ...............................................................................................................................................................2-29

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Agenda...........................................................................................................................................................2-30
Category Codes and Sets ...............................................................................................................................2-31
User-Defined Work Order Status ..................................................................................................................2-33
Agenda...........................................................................................................................................................2-34
Asset Groups .................................................................................................................................................2-35
Attributes .......................................................................................................................................................2-37
Asset Numbers...............................................................................................................................................2-39
Asset Routes ..................................................................................................................................................2-44
Agenda...........................................................................................................................................................2-46
Rebuildable Items and Serial Numbers .........................................................................................................2-47
Agenda...........................................................................................................................................................2-52
Non-Stock Direct Items .................................................................................................................................2-53
Agenda...........................................................................................................................................................2-55
Activities........................................................................................................................................................2-56
Activity Association ......................................................................................................................................2-58
Activity Workbench ......................................................................................................................................2-62
Quiz ...............................................................................................................................................................2-71
Asset Bills of Material...................................................................................................................................2-72
Maintenance Routes ......................................................................................................................................2-74
Maintenance Bills of Material .......................................................................................................................2-76
Agenda...........................................................................................................................................................2-78
Summary........................................................................................................................................................2-79
eAM Collection Plans ......................................................................................................................................3-1
eAM Collection Plans....................................................................................................................................3-3
Objectives ......................................................................................................................................................3-4
Agenda...........................................................................................................................................................3-5
Overview of eAM Quality .............................................................................................................................3-6
Quiz ...............................................................................................................................................................3-7
Agenda...........................................................................................................................................................3-8
Collection Elements.......................................................................................................................................3-9
Quiz ...............................................................................................................................................................3-12
Agenda...........................................................................................................................................................3-13
Quality Collection Plans................................................................................................................................3-14
Agenda...........................................................................................................................................................3-17
Collection Plan Attachments .........................................................................................................................3-18
Agenda...........................................................................................................................................................3-20
Triggering Work ............................................................................................................................................3-21
Agenda...........................................................................................................................................................3-24
Entering Quality Results................................................................................................................................3-25
Quiz ...............................................................................................................................................................3-27
Agenda...........................................................................................................................................................3-28
Summary........................................................................................................................................................3-29
Failure Analysis ...............................................................................................................................................4-1
Failure Analysis.............................................................................................................................................4-3
Objectives ......................................................................................................................................................4-4
Agenda...........................................................................................................................................................4-5
Overview of Failure Analysis........................................................................................................................4-6
Quiz ...............................................................................................................................................................4-7
Agenda...........................................................................................................................................................4-8
Setting Up Failure Analysis Codes................................................................................................................4-9
Quiz ...............................................................................................................................................................4-11
Agenda...........................................................................................................................................................4-12
Collecting Failure Information ......................................................................................................................4-13
Agenda...........................................................................................................................................................4-14
Analyzing Failure Information ......................................................................................................................4-15
Agenda...........................................................................................................................................................4-18

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Summary........................................................................................................................................................4-19
eAM Work Management ................................................................................................................................5-1
eAM Work Management ...............................................................................................................................5-3
Objectives ......................................................................................................................................................5-4
Agenda...........................................................................................................................................................5-5
Overview of eAM Work Management ..........................................................................................................5-6
Agenda...........................................................................................................................................................5-8
Work Requests...............................................................................................................................................5-9
Life Cycle of a Work Request .......................................................................................................................5-11
Quiz ...............................................................................................................................................................5-13
Agenda...........................................................................................................................................................5-14
Meters ............................................................................................................................................................5-15
Defining Meters.............................................................................................................................................5-16
Using Meter Hierarchy ..................................................................................................................................5-20
Associating Meters with Capital Assets and Rebuildable Inventory .............................................................5-21
Entering Meter Readings ...............................................................................................................................5-23
Quiz ...............................................................................................................................................................5-25
Agenda...........................................................................................................................................................5-26
Overview of eAM Work Orders ....................................................................................................................5-27
Work Order Status Lifecycle .........................................................................................................................5-28
Release Approval Process..............................................................................................................................5-30
eAM Work Orders .........................................................................................................................................5-31
Routine Work Orders.....................................................................................................................................5-32
Express Work Orders.....................................................................................................................................5-36
Quiz ...............................................................................................................................................................5-38
Preventive Maintenance Work Orders...........................................................................................................5-39
Rebuild Work Orders.....................................................................................................................................5-41
Defining Work Order Documents .................................................................................................................5-47
Agenda...........................................................................................................................................................5-48
Operations and Tasks.....................................................................................................................................5-49
Material Requirements ..................................................................................................................................5-53
Resource Requirements .................................................................................................................................5-57
Agenda...........................................................................................................................................................5-62
Work Order Relationships .............................................................................................................................5-63
Agenda...........................................................................................................................................................5-65
Work Order Transactions ..............................................................................................................................5-66
Transacting Material......................................................................................................................................5-67
Material Transaction Accounting ..................................................................................................................5-68
Transacting Resources...................................................................................................................................5-69
Resource Transaction Accounting .................................................................................................................5-71
eAM Work Completion Transactions............................................................................................................5-73
Operation Completion ...................................................................................................................................5-74
Work Order Completion ................................................................................................................................5-76
Closing Work Orders.....................................................................................................................................5-82
Quiz ...............................................................................................................................................................5-84
Agenda...........................................................................................................................................................5-85
Using the Maintenance Workbench...............................................................................................................5-86
Agenda...........................................................................................................................................................5-90
Summary........................................................................................................................................................5-91
eAM Preventive Maintenance ........................................................................................................................6-1
eAM Preventive Maintenance .......................................................................................................................6-3
Objectives ......................................................................................................................................................6-4
Agenda...........................................................................................................................................................6-5
Overview .......................................................................................................................................................6-6
Agenda...........................................................................................................................................................6-7
Preventive Maintenance (PM) Scheduling ....................................................................................................6-8

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Defining Set Names.......................................................................................................................................6-9
Quiz ...............................................................................................................................................................6-11
Scheduling Types of PM Sets........................................................................................................................6-12
Quiz ...............................................................................................................................................................6-14
Entering PM Scheduling Definitions.............................................................................................................6-15
Entering Major PM Scheduling Options .......................................................................................................6-23
Entering Base Date and Base Meter ..............................................................................................................6-25
Entering Multiple Activity PM......................................................................................................................6-27
Example: Schedule Based On........................................................................................................................6-28
Example.........................................................................................................................................................6-29
Defining Suppression Activities ....................................................................................................................6-30
Agenda...........................................................................................................................................................6-32
Generating Work Orders ...............................................................................................................................6-33
Agenda...........................................................................................................................................................6-35
Summary........................................................................................................................................................6-36
Asset Operation Management ........................................................................................................................7-1
Asset Operation Management........................................................................................................................7-3
Objectives ......................................................................................................................................................7-4
Agenda...........................................................................................................................................................7-5
Overview of Asset Operation Management...................................................................................................7-6
Agenda...........................................................................................................................................................7-7
Quiz ...............................................................................................................................................................7-8
Tracking Asset Operational Statuses .............................................................................................................7-9
Agenda...........................................................................................................................................................7-11
Setting Up Event and Operational Logging...................................................................................................7-12
Agenda...........................................................................................................................................................7-14
Checking In and Checking Out Assets ..........................................................................................................7-15
Quiz ...............................................................................................................................................................7-16
Agenda...........................................................................................................................................................7-17
Logging Asset Operations .............................................................................................................................7-18
Agenda...........................................................................................................................................................7-19
Viewing Asset Operations .............................................................................................................................7-20
Agenda...........................................................................................................................................................7-21
Purging Event Log.........................................................................................................................................7-22
Agenda...........................................................................................................................................................7-23
Summary........................................................................................................................................................7-24
eAM Planning and Scheduling .......................................................................................................................8-1
eAM Planning and Scheduling ......................................................................................................................8-3
Objectives ......................................................................................................................................................8-4
Agenda...........................................................................................................................................................8-5
Overview of eAM Planning and Scheduling .................................................................................................8-6
Agenda...........................................................................................................................................................8-7
eAM Planning................................................................................................................................................8-8
Material Requirements Planning ...................................................................................................................8-9
Defining a Master Demand Schedule Name..................................................................................................8-10
Defining MRP Names ...................................................................................................................................8-11
Defining Plan Options ...................................................................................................................................8-13
Launching the MRP Planning Process...........................................................................................................8-15
Viewing Suggested Demand..........................................................................................................................8-17
Agenda...........................................................................................................................................................8-19
eAM Scheduling ............................................................................................................................................8-20
Defining Scheduling Rules for Work Order Relationships ...........................................................................8-22
Using the Scheduler Workbench ...................................................................................................................8-23
Quiz ...............................................................................................................................................................8-25
Agenda...........................................................................................................................................................8-26
Summary........................................................................................................................................................8-27

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Direct Item Procurement for eAM Work Orders.........................................................................................9-1
Direct Item Procurement for eAM Work Orders...........................................................................................9-3
Objectives ......................................................................................................................................................9-4
Agenda...........................................................................................................................................................9-5
Overview of Direct Item Procurement...........................................................................................................9-6
Quiz ...............................................................................................................................................................9-10
Agenda...........................................................................................................................................................9-11
Entering Requisitions for Direct Items ..........................................................................................................9-12
Agenda...........................................................................................................................................................9-18
Entering Non-Stock Direct Items ..................................................................................................................9-19
Agenda...........................................................................................................................................................9-20
Creating Purchase Orders ..............................................................................................................................9-21
Quiz ...............................................................................................................................................................9-24
Agenda...........................................................................................................................................................9-25
Accounting Entries Created...........................................................................................................................9-26
Agenda...........................................................................................................................................................9-28
Summary........................................................................................................................................................9-29
eAM Cost Management...................................................................................................................................10-1
eAM Cost Management.................................................................................................................................10-3
Objectives ......................................................................................................................................................10-4
Agenda...........................................................................................................................................................10-5
Overview .......................................................................................................................................................10-6
Quiz ...............................................................................................................................................................10-7
Agenda...........................................................................................................................................................10-8
eAM Costing Methods and Mappings ...........................................................................................................10-9
Agenda...........................................................................................................................................................10-11
Cost Management Setup................................................................................................................................10-12
Quiz ...............................................................................................................................................................10-14
Agenda...........................................................................................................................................................10-15
eAM Cost Estimation Lifecycle ....................................................................................................................10-16
Agenda...........................................................................................................................................................10-18
Viewing Cost Information .............................................................................................................................10-19
Agenda...........................................................................................................................................................10-22
Cost Rollups ..................................................................................................................................................10-23
Agenda...........................................................................................................................................................10-25
Transferring Invoice Variances to Maintenance Work Orders ......................................................................10-26
Agenda...........................................................................................................................................................10-28
Summary........................................................................................................................................................10-29
eAM Contractor Services................................................................................................................................11-1
eAM Contractor Services ..............................................................................................................................11-3
Objectives ......................................................................................................................................................11-4
Agenda...........................................................................................................................................................11-5
eAM Contractor Services ..............................................................................................................................11-6
Quiz ...............................................................................................................................................................11-8
Agenda...........................................................................................................................................................11-9
Setting Up Outside Service Processing .........................................................................................................11-10
Quiz ...............................................................................................................................................................11-14
Agenda...........................................................................................................................................................11-15
Summary........................................................................................................................................................11-16
eAM Property Manager ..................................................................................................................................12-1
eAM Property Manager .................................................................................................................................12-3
Objectives ......................................................................................................................................................12-4
Agenda...........................................................................................................................................................12-5
eAM Property Manager .................................................................................................................................12-6
Agenda...........................................................................................................................................................12-7

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Setting Up the Integration..............................................................................................................................12-8
Quiz ...............................................................................................................................................................12-10
Agenda...........................................................................................................................................................12-11
Property Manager Integration........................................................................................................................12-12
Quiz ...............................................................................................................................................................12-15
Agenda...........................................................................................................................................................12-16
Summary........................................................................................................................................................12-17
eAM Service .....................................................................................................................................................13-1
eAM Service..................................................................................................................................................13-3
Objectives ......................................................................................................................................................13-4
Agenda...........................................................................................................................................................13-5
Oracle Service Integration Overview ............................................................................................................13-6
Quiz ...............................................................................................................................................................13-7
Agenda...........................................................................................................................................................13-8
Setting up eAM Service.................................................................................................................................13-9
Quiz ...............................................................................................................................................................13-11
Creating Maintenance Service Request Types ..............................................................................................13-12
Enabling Service Requests for Capital Assets and Rebuildable Inventory....................................................13-13
Agenda...........................................................................................................................................................13-14
Creating Service Requests .............................................................................................................................13-15
Enabling eAM Specific Fields.......................................................................................................................13-17
Agenda...........................................................................................................................................................13-19
Service Requests and eAM Work Orders ......................................................................................................13-20
Summary........................................................................................................................................................13-23
eAM Process and Discrete Manufacturing....................................................................................................14-1
eAM Process and Discrete Manufacturing ....................................................................................................14-3
Objectives ......................................................................................................................................................14-4
Agenda...........................................................................................................................................................14-5
eAM Process and Discrete Manufacturing ....................................................................................................14-6
Agenda...........................................................................................................................................................14-7
Organization Setup ........................................................................................................................................14-8
Agenda...........................................................................................................................................................14-9
Associating Assets with Production Equipment ............................................................................................14-10
Agenda...........................................................................................................................................................14-12
Viewing Resource Usage...............................................................................................................................14-13
Quiz ...............................................................................................................................................................14-15
Agenda...........................................................................................................................................................14-16
Generating Production Equipment Downtime...............................................................................................14-17
Agenda...........................................................................................................................................................14-19
Summary........................................................................................................................................................14-20
eAM Project Manufacturing ..........................................................................................................................15-1
eAM Project Manufacturing ..........................................................................................................................15-3
Objectives ......................................................................................................................................................15-4
Agenda...........................................................................................................................................................15-5
eAM Project Manufacturing ..........................................................................................................................15-6
Agenda...........................................................................................................................................................15-8
Defining a Project..........................................................................................................................................15-9
Quiz ...............................................................................................................................................................15-11
Agenda...........................................................................................................................................................15-12
Associating a Work Order with a Project ......................................................................................................15-13
Quiz ...............................................................................................................................................................15-14
Agenda...........................................................................................................................................................15-15
Creating Requisitions or Purchase Orders .....................................................................................................15-16
Agenda...........................................................................................................................................................15-20
Updating the Commitments for a Project ......................................................................................................15-21

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Agenda...........................................................................................................................................................15-23
Summary........................................................................................................................................................15-24
Work Order Billing and Capitalization.........................................................................................................16-1
eAM Work Order Billing and Capitalization.................................................................................................16-3
Objectives ......................................................................................................................................................16-4
Agenda...........................................................................................................................................................16-5
Work Order Billing........................................................................................................................................16-6
Agenda...........................................................................................................................................................16-7
Setting Up Parameters ...................................................................................................................................16-8
Setting Up Item Costs and Prices ..................................................................................................................16-9
Service Attribute Setup..................................................................................................................................16-11
Creating Billable Items ..................................................................................................................................16-12
Agenda...........................................................................................................................................................16-15
Creating a Work Order ..................................................................................................................................16-16
Quiz ...............................................................................................................................................................16-18
Agenda...........................................................................................................................................................16-19
Associating Items and Activities to a Price List ............................................................................................16-20
Agenda...........................................................................................................................................................16-21
Initiating Work Order Billing ........................................................................................................................16-22
Agenda...........................................................................................................................................................16-25
Creating an Invoice........................................................................................................................................16-26
Agenda...........................................................................................................................................................16-28
Capitalizing Work Order ...............................................................................................................................16-29
Agenda...........................................................................................................................................................16-31
Summary........................................................................................................................................................16-32
eAM and Oracle Time and Labor ..................................................................................................................17-1
eAM Oracle Time and Labor.........................................................................................................................17-3
Objectives ......................................................................................................................................................17-4
Agenda...........................................................................................................................................................17-5
Oracle Time and Labor..................................................................................................................................17-6
Agenda...........................................................................................................................................................17-8
Setting Up the Integration..............................................................................................................................17-9
Quiz ...............................................................................................................................................................17-11
Agenda...........................................................................................................................................................17-12
Time and Expenses........................................................................................................................................17-13
Entering Timecard Information .....................................................................................................................17-14
Extracting Information to eAM .....................................................................................................................17-15
Executing the Cost Manager Process.............................................................................................................17-17
Agenda...........................................................................................................................................................17-19
Summary........................................................................................................................................................17-20
Self-Service Work Requests............................................................................................................................18-1
Self-Service Work Requests ..........................................................................................................................18-3
Objectives ......................................................................................................................................................18-4
Agenda...........................................................................................................................................................18-5
Overview of Work Requests..........................................................................................................................18-6
Agenda...........................................................................................................................................................18-8
Life Cycle of a Work Request .......................................................................................................................18-9
Quiz ...............................................................................................................................................................18-11
Agenda...........................................................................................................................................................18-12
Obtaining Work Request Information ...........................................................................................................18-13
Agenda...........................................................................................................................................................18-15
Creating Work Requests ................................................................................................................................18-16
Updating Work Requests...............................................................................................................................18-18
Agenda...........................................................................................................................................................18-20
Summary........................................................................................................................................................18-21

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Maintenance User Workbench .......................................................................................................................19-1
Maintenance User Workbench ......................................................................................................................19-3
Objectives ......................................................................................................................................................19-4
Agenda...........................................................................................................................................................19-5
Maintenance User Workbench ......................................................................................................................19-6
Quiz ...............................................................................................................................................................19-7
Agenda...........................................................................................................................................................19-9
Maintenance Supervisor Workbench.............................................................................................................19-10
Viewing and Managing Your Work ..............................................................................................................19-11
Viewing Your Work ......................................................................................................................................19-12
Viewing Work Order Details.........................................................................................................................19-13
Updating Resources.......................................................................................................................................19-15
Updating Collection Plans .............................................................................................................................19-17
Quiz ...............................................................................................................................................................19-18
Requests.........................................................................................................................................................19-19
Purchasing .....................................................................................................................................................19-20
Work Relationships .......................................................................................................................................19-21
Agenda...........................................................................................................................................................19-22
Summary........................................................................................................................................................19-23
Maintenance Super User.................................................................................................................................20-1
Maintenance Super User................................................................................................................................20-3
Objectives ......................................................................................................................................................20-4
Agenda...........................................................................................................................................................20-5
Overview of Maintenance Super User...........................................................................................................20-6
Quiz ...............................................................................................................................................................20-8
Agenda...........................................................................................................................................................20-9
Home .............................................................................................................................................................20-10
Agenda...........................................................................................................................................................20-12
Assets.............................................................................................................................................................20-13
Capital Asset/Rebuildable Inventory Details.................................................................................................20-15
Hierarchy Facility Example...........................................................................................................................20-18
Asset Quality Information .............................................................................................................................20-19
Quiz ...............................................................................................................................................................20-21
Configuration History....................................................................................................................................20-22
Associated Work Requests ............................................................................................................................20-24
Cost Information............................................................................................................................................20-26
Meter Readings..............................................................................................................................................20-29
Asset Move Workbench ................................................................................................................................20-31
Graphical Display of Asset Relationship.......................................................................................................20-33
Google Maps Integration ...............................................................................................................................20-34
Quiz ...............................................................................................................................................................20-36
Agenda...........................................................................................................................................................20-38
Work Requests...............................................................................................................................................20-39
Agenda...........................................................................................................................................................20-40
Work Orders ..................................................................................................................................................20-41
Work Order Details .......................................................................................................................................20-42
Managing Operations ....................................................................................................................................20-45
Resource Charging ........................................................................................................................................20-47
Handovers......................................................................................................................................................20-49
Operation Dependencies................................................................................................................................20-51
Microsoft Project Integration with Work Orders...........................................................................................20-52
Accessing iProcurement ................................................................................................................................20-53
Operation Completions..................................................................................................................................20-54
Material Transactions ....................................................................................................................................20-56
Resource Transactions...................................................................................................................................20-60
Quality Collection Plans................................................................................................................................20-62

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Requests.........................................................................................................................................................20-64
Purchasing Information .................................................................................................................................20-65
Work Relationships .......................................................................................................................................20-66
Agenda...........................................................................................................................................................20-68
Construction Units.........................................................................................................................................20-69
Difficulty Codes ............................................................................................................................................20-71
Construction Estimates ..................................................................................................................................20-72
Agenda...........................................................................................................................................................20-73
Stores .............................................................................................................................................................20-74
Agenda...........................................................................................................................................................20-80
Budget Forecasts ...........................................................................................................................................20-81
Agenda...........................................................................................................................................................20-84
Summary........................................................................................................................................................20-85
Stores ................................................................................................................................................................21-1
Stores .............................................................................................................................................................21-3
Objectives ......................................................................................................................................................21-4
Agenda...........................................................................................................................................................21-5
Stores .............................................................................................................................................................21-6
Quiz ...............................................................................................................................................................21-8
Agenda...........................................................................................................................................................21-10
Stores Processes.............................................................................................................................................21-11
Agenda...........................................................................................................................................................21-16
Summary........................................................................................................................................................21-17
Generating eAM Reports and Processes .......................................................................................................22-1
eAM Reports and Processes ..........................................................................................................................22-3
Objectives ......................................................................................................................................................22-4
Agenda...........................................................................................................................................................22-5
eAM Reports .................................................................................................................................................22-6
Agenda...........................................................................................................................................................22-9
Summary........................................................................................................................................................22-10

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Preface
Profile
Before You Begin This Course

• Thorough knowledge of Oracle Inventory

• Working experience with Oracle Bills of Material

• Working experience with Oracle Engineering

• Working experience with Oracle Cost Management

• Working experience with Oracle Work in Process

• Working experience with Oracle Planning and Scheduling

• Working experience with Oracle Quality

Prerequisites

• Oracle E-Business Suite Essentials for Implementers

• Oracle Inventory Management Fundamentals

How This Course Is Organized

This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations
and written practice sessions reinforce the concepts and skills introduced.

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Related Publications
Oracle Publications
Title Part Number

Additional Publications

• System release bulletins

• Installation and user’s guides

• Read-me files

• International Oracle User’s Group (IOUG) articles

• Oracle Magazine

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Typographic Conventions
Typographic Conventions in Text
Convention Element Example
Bold italic Glossary term (if The algorithm inserts the new key.
there is a glossary)
Caps and Buttons, Click the Executable button.
lowercase check boxes, Select the Can’t Delete Card check box.
triggers, Assign a When-Validate-Item trigger to the ORD block.
windows Open the Master Schedule window.
Courier new, Code output, Code output: debug.set (‘I”, 300);
case sensitive directory names, Directory: bin (DOS), $FMHOME (UNIX)
(default is filenames, Filename: Locate the init.ora file.
lowercase) passwords, Password: User tiger as your password.
pathnames, Pathname: Open c:\my_docs\projects
URLs, URL: Go to http://www.oracle.com
user input,
User input: Enter 300
usernames
Username: Log on as scott
Initial cap Graphics labels Customer address (but Oracle Payables)
(unless the term is a
proper noun)
Italic Emphasized words Do not save changes to the database.
and phrases, For further information, see Oracle7 Server SQL Language
titles of books and Reference Manual.
courses, Enter user_id@us.oracle.com, where user_id is the
variables name of the user.
Quotation Interface elements Select “Include a reusable module component” and click Finish.
marks with long names
that have only This subject is covered in Unit II, Lesson 3, “Working with
initial caps; Objects.”
lesson and chapter
titles in cross-
references
Uppercase SQL column Use the SELECT command to view information stored in the
names, commands, LAST_NAME
functions, schemas, column of the EMP table.
table names
Arrow Menu paths Select File > Save.
Brackets Key names Press [Enter].
Commas Key sequences Press and release keys one at a time:
[Alternate], [F], [D]
Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]

Copyright © Oracle Corporation, 2009. All rights reserved.

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Typographic Conventions in Code
Convention Element Example
Caps and Oracle Forms When-Validate-Item
lowercase triggers
Lowercase Column names, SELECT last_name
table names FROM s_emp;

Passwords DROP USER scott


IDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER
(OG_GET_LAYER (‘prod_pie_layer’))

Lowercase Syntax variables CREATE ROLE role


italic
Uppercase SQL commands and SELECT userid
functions FROM emp;

Typographic Conventions in Oracle Application Navigation Paths


This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.

(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve

This simplified path translates to the following:

1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.

2. (M) From the menu, select Query then Find.

3. (B) Click the Approve button.

Notations:

(N) = Navigator

(M) = Menu

(T) = Tab

(B) = Button

(I) = Icon

(H) = Hyperlink

(ST) = Sub Tab

Copyright © Oracle Corporation, 2009. All rights reserved.

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Typographical Conventions in Oracle Application Help System Paths
This course uses a “navigation path” convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

1. In the navigation frame of the help system window, expand the General Ledger entry.

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

4. Review the Enter Journals topic that appears in the document frame of the help system
window.

Copyright © Oracle Corporation, 2009. All rights reserved.

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Copyright © Oracle Corporation, 2009. All rights reserved.

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