EAM - Property Location to

EAM Asset Number

Demo Script

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EAM - Property Location to EAM Asset Number

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 Table of Contents

EAM - Property Location to EAM Asset Number [EDUM0512] 25-Oct-2004..........................................1

EAM - Property Location to EAM Asset Number.........................................................................................1
Export Property Locations..........................................................................................................................4
Update Location Attributes.........................................................................................................................6
Create EAM Asset Number........................................................................................................................8
View EAM Asset Number..........................................................................................................................9
View Property Location..............................................................................................................................11
Flowchart........................................................................................................................................................12

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EAM - Property Location to EAM Asset Number

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EAM - Property Location to EAM Asset Number
Document Control

Date Owner App Version Change Reference

Release
25-Oct-2004 Gael.Fransson 11.5.10 v1.0
28-Oct-2004 Deepa 11.5.10 Script reviewed. No changes to suggest.
Venkatesan

Objective
The purpose of this demonstration script is to describe the process of exporting property
locations and importing these locations into EAM as Asset Numbers. With R10 enhancements to
this process, the user can now edit/update the attributes during import to EAM.

What's New?
With R10, the process to populate EAM Assets from Property Locations is a two-step process.
First the locations are Exported from Property. These locations can then be updated before
Importing to create EAM Assets.

Assumptions

Related Business Flows

Related Documents
http://globalxchange.oraclecorp.com/demodocs >Reference Materials Folder > Fundamentals

Pre Demo Steps

1. Review Existing EAM Assets

You may want to familiarize yourself with the existing assets and hierarchy that was
imported from Property to EAM. The script will use additional locations within this same
parent location.

 Login

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EAM - Property Location to EAM Asset Number

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 Field Value
User/password Operations/welcome
Responsibility Maintenance Super User, Vision Operations

 Select Organization from the LOV

Field Value
Organization FAC – Facility Operations

 (T) Assets

The Asset page will be displayed where you can perform simple or advanced search.

 Enter Simple Search > (B) Go

You may search using any criteria that you prefer, but the script will address the
building Westlake, as this is the building populated in Property and partially imported to
EAM.

Field Value
Asset Number Westlake Building

The Asset will be returned in the lower region of the page.

2. Review Asset Hierarchy

 Select Hierarchy View > (B) Go

Field Value
Select Asset Number Hierarchy

The hierarchy page will be displayed with the Asset selected in the collapsed view.

 Click on Node (+) to expand the hierarchy.

The hierarchy will be displayed. Notice that floors 1-10 have been imported.

Note that floor 10 will be under Floor 1 in the display. This is the only floor with
children at the time of deployment.

 Click on Node (+) to expand the tenth floor to see the child locations.

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EAM - Property Location to EAM Asset Number

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 Note the nomenclature used. Offices are prefixed with OFC and Floors with FLR. This
was adopted for consistency and to allow proof point that EAM Asset Number can have
different value that the Property Location.

Field Value
Select Asset Number Hierarchy

In the script, we will use locations from Westlake Building, specifically Floor 2. You
may choose any location or range of locations that have not already been imported. A
single example has been provided in the script for simplicity.

The only method to drill to the associated Property Location is via forms interface. This
will be provided in the script, once the new location is imported to EAM.

If Pre Demo Steps complete, goto task #3. Otherwise, goto task #1.

Begin Demo

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EAM - Property Location to EAM Asset Number

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 Export Property Locations

Export Property Locations

3. Export Property Locations

You may select a range or a single location to export from Property Management. A given
location can only be exported one time for import into EAM. You will need to determine
which EAM Organization that these will be imported.

This process is executed in the Professional forms interface.

There have already been several locations imported into EAM from the same building that
we will reference in this script. Within the EAM Organization, FAC- Facility Operations,
Westlake Building and ten floors (1-10) have been imported. Also, Floor 10 has had several
of the offices imported.

4. Login

Field Value
User Operations/Welcome
Responsibility Property Manager, Vision Operations

The Property Manager menu will be displayed.

5. Run Concurrent Process for Location Export

You will be selected seeded locations for export. If you created your own locations, you
may substitute these variables.

 (N) Other > Run

 (B) OK

Single Request is being selected.

 Select the Export Process

Upon selection, the Parameters form will be displayed.

Field Value
Name Export Locations to Enterprise Asset Management
Batch Name User Defined

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EAM - Property Location to EAM Asset Number

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 Location Code Low
Location Code High
Location Type
Default Organization
Default Asset Group
Default Owning Department
WL-2-1000 (Select from LOV)
WL-2-1000 (Select from LOV)
Office (Select from LOV)
FAC (Select from LOV)
Office
HQ-Ops (Select from LOV)

Batch Name is a user-defined reference.

Location Codes can be exported in ranges or a single location. The script has
referenced a single location, but feel free to export a range. Keep in mind that when
"scrubbing" this content, it is a single record at a time within a folder.

The Location Type can be selected from the LOV. In this case it is an office location
that we are exporting.

The Default Organization is the EAM Organization where you will create the Asset
Number. The location selected in the script already has its parent location exported to
the FAC-Facility Operations organization.

The Asset Group is selected from the LOV. In this case we are assigning a general
group, office.

The Default Owning Department can be selected form the LOV.

 (B) OK

 (B) Submit > (B) No

It is a single concurrent process submitted.

The next step will be to review the Pending transactions, and scrub the content as
desired.

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EAM - Property Location to EAM Asset Number

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 Update Location Attributes

Update Location Attributes

6. Update Location Attributes

Now we will change responsibilities to EAM and "scrub" the content before importing into
EAM and create the Asset Number.

7. Change Responsibility

Field Value
Responsibility Enterprise Asset Management, Vision Operations

The EAM menu will be displayed.

8. Access Pending Transactions for Update

Before the transactions are processed to create the EAM Asset Number, the content can be
updated and additional attributes added.

 (N) Interfaces > Pending Asset Numbers

The Find Pending Asset Numbers form will be displayed.

 Enter Search Criteria as follows:

Field Value
Batch Name User Selected

You may search using any criteria. Select the Batch Name that you entered in the
Export Concurrent process in the earlier step.

 (B) Find

The records in the selected Batch will be displayed.

Here we can adjust the content before submitting the import.

Caution: if you have multiple batches, be sure to perform the desired updated prior to
submitting. Although you are viewing a single batch, submit will process all pending
batches.

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EAM - Property Location to EAM Asset Number

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 You can make adjustments and save this pending form, which will NOT process - but
will retain the updates. This can be used should you have a large number of records to
review and have a work interruption before processing.

9. Edit Records

This is a shared form, so not all columns are used. You can edit/update desired columns.
Several have been listed below as suggestions.

 Update specific columns as desired.

Field Value
Import Scope Not Used - Ignore
Asset Number OFC-WL-2-1000
Description Office 1000, Floor 2, Westlake Building
Category Office.PeopleOffice
WIP Accounting Maintenanc
Area Floor 2

With R10, the Asset Number can be changed before import to EAM. We have
suggested a nomenclature consistent with the naming conventions in this organization
for other offices.

The description will become the EAM Asset Number description. This is free form and
user defined - a suggestion has been made for consistency.

Select an appropriate Asset Category for the location along with default Accounting and
Area for the Asset Number.

 (I) Save

You can save your work for access later. This can be performed up until you Submit the
batch. Once the batch is submitted, any changes would then be made by accessing the
Asset Number within EAM.

Stay on this form for the next step.

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EAM - Property Location to EAM Asset Number

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 Create EAM Asset Number

Create EAM Asset Number

10. Create EAM Asset Number

Using the Property location/s exported and updated, we will create new Asset Numbers in
EAM by processing the pending transactions.

11. Submit Location Batch for Import

 (B) Submit

When submitting the batch, the locations exported and in this pending folder will be
imported into EAM and the Asset Number/s will be created.

 (B) OK

The batch find form will be displayed. We will return to the navigator to query the asset
created.

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EAM - Property Location to EAM Asset Number

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 View EAM Asset Number

View EAM Asset Number

12. View EAM Asset Number

 (N) Assets > Asset Numbers > Asset Numbers

 Select the Organization from the LOV

Field Value
Organization FAC – Facility Operations

The Define Asset Number window will appear.

13. Search for the Asset Created from the Property Location

 (I) Find

The Asset Number Find form will be displayed. You can use any search criteria.

 Enter Search Criteria > (B) Find

Field Value
Asset Number OFC-WL-2-1000

The Define Asset Number window will appear.

14. Review Parent Information

In the Parent region of the Main Tab, the parent for this asset is populated.

 Discuss Asset Hierarchy

The hierarchy for the asset numbers is retained from property locations when imported
to EAM.

15. Review Property Location Information

The linked property location is also displayed on the EAM Asset Number.

 (T) Others

 Review Property Location Region

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 The Fixed Asset and Property information region will be displayed with the Property
content populated from Property Manager.

Field Value
Location Number 1000
Location Code WL-2-1000

Note that the Property Location number is similar, but does not have to be the same as
the EAM Asset Number. With R10, the integration to EAM from Property is a two-step
process (Property Export and EAM Import), allowing adjustment of various elements
prior to import. The script recommended that the Asset Number be changed to illustrate
this flexibility.

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EAM - Property Location to EAM Asset Number

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 View Property Location

View Property Location

16. View Property Location

From the EAM Asset you can drill into Property Management to review more information
about the property location, such as Assignment.

 (B) Location Details

The Property Management forms for location will be displayed.

For additional navigation and discussion about Property, please refer to the scripts for
this product, located on Demo Docs.

You can summarize by discussing the flexible integration between the modules.
Property Locations that are maintained internally or using contracted maintenance
services can be populated within EAM and can be edited in the process, to match
naming conventions and practices that may differ between the departments.

End of activity.

Demo Support
Please see http://adsweb.oracleads.com > (M) Support > Procedures, for current information
regarding demonstration support.

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EAM - Property Location to EAM Asset Number

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Flowchart
Start
View EAM Asset
Number

Review Existing EAM Review Parent Info (14)

Assets (1) Review Property
Review Asset Hierarchy Location Info (15)
(2)

View Property
Location
View Property Location
N Pre Demo (16)
Steps complete?

End
Y

Export Property
Locations
Export Property
Locations (3)
Login (4)
Run Concurrent
Process for Location
Export (5)

Update Location
Attributes
Update Location
Attributes (6)
Change Responsibility
(7)
Access Pending
Transactions for
Update (8)
Edit Records (9)

Create EAM Asset

Number
Create EAM Asset
Number (10)
Submit Location Batch
for Import (11)

View EAM Asset

Number
View EAM Asset
Number (12)
Search for Asset
Created from Property
Location (13)

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EAM - Property Location to EAM Asset Number

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