EBS - 12.2.10 - Release Content Document - ALM

ORACLE E-BUSINESS SUITE
RELEASE CONTENT DOCUMENT
Asset Lifecycle Management

Releases 12.1 and 12.2 (inclusive of 12.0.2 – 12.2.10)
Prepared by Oracle E-Business Suite Product Development
Last Updated: March 30, 2021
Copyright © 2011, 2021, Oracle and/or its affiliates.

Table of Contents
1. Disclaimer 1
2. Introduction 2
2.1. Purpose of Document 2
3. New and Changed Features in Asset Lifecycle Management 3
3.1. Oracle Asset Tracking 3
3.1.1. Overview 3
3.1.2. Release 12.1.1 3
3.1.2.1. Multiple Asset Book Support 3
3.1.2.2. Graphical Display of Network Relationships 3
3.1.2.3. Google Maps Integration (Display Assets on a Map) 3
3.1.3. Release 12.1.2 4
3.1.3.1. ATG User Interface Enhancements 4
3.1.4. Release 12.1.3 5
3.1.4.1. ESRI Integration 5
3.1.5. Release 12.1.3+ 6
3.1.5.1. IPV Process Enhancements 6
3.1.6. Release 12.2 6
3.1.6.1. Capitalization on Sales Order Shipment 6
3.1.7. Release 12.2.5 7
3.1.7.1. Asset Retirement tieback from Fixed Assets to Asset Tracking 7
3.1.7.2. Self-Assessed Tax interface to Oracle Projects 7
3.1.8. Release 12.2.6 7
3.1.8.1. Asset Deployment Enhancements 7
3.1.8.2. Include Landed Cost for Asset Capitalization Value 7
3.1.9. Release 12.2.8 7
3.1.9.1. Capitalization on Issue from Project Inventory 7
3.2. Oracle Asset Tracking Command Center 8
3.2.1. Overview 8
3.2.2. Release 12.2.9++ 8
3.2.2.1. Capitalization Dashboard 8
3.2.3. Release 12.2.10 8
3.2.3.1. Capitalization Dashboard with Extended Attributes 8
3.2.4. Release 12.2.10+ 8
3.2.4.1. Assets Dashboard 8
3.2.4.2. Capitalization Dashboard Enhancements 9
3.3. Oracle Enterprise Asset Management 9
3.3.1. Overview 9
3.3.2. Release 12.1.1 9
3.3.2.1. Asset Move Workbench 9
3.3.2.2. Miscellaneous Usability Enhancements 10
3.3.2.3. Express Work 10
3.3.2.4. Make Item Cross Reference Search Capability 11
3.3.2.5. Specify Source Supply Subinventory for eAM Work Orders 11
3.3.2.6. Microsoft Project Integration with Work Order Scheduling 11
3.3.2.7. Graphical Display of Network Relationships 11
3.3.2.8. Google Maps Integration (Display Assets on a Map) 12
3.3.2.9. Work Request Attachments 12
3.3.2.10. Construction Units 13
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document ii
3.3.3. Release 12.1.2 13
3.3.3.1. Primavera Integration 13
3.3.3.2. ATG User Interface Enhancements 13
3.3.3.3. Supply Chain Web Services 14
3.3.4. Release 12.1.3 15
3.3.4.1. Encumbrance Accounting for Purchase Orders with ‘Shop Floor’ Destination 15
3.3.4.2. ESRI Integration 16
3.3.4.3. Work Permits 16
3.3.5. Release 12.1.3+ 17
3.3.5.1. Change Asset Number on Work Order 17
3.3.5.2. Delete Unused Allocation and Material Requirement at Material Return 17
3.3.5.3. Component Pick Release Concurrent Program for Work Order Material Allocation 17
3.3.5.4. Default Actual Completion Date on Work Order: 17
3.3.5.5. Avoid Work Order Sequence Numbers Jumping Caused by Budget Forecast Run 18
3.3.5.6. Usability Enhancements in PM Schedule Definition and Search 18
3.3.5.7. Maintenance Work Order Detail Report with Summary Information 18
3.3.5.8. Enhancement to Mass Complete Functionality in Maintenance Workbench 18
3.3.5.9. ERES Support for ‘Debrief work order’ 19
3.3.5.10. Ability to copy material lines of work order 19
3.3.5.11. Primavera 8.2 Certification 19
3.3.5.12. Provide WO Hyperlink in WO Details Relationships Tab 19
3.3.5.13. Provide Work Request Hyperlink in WO Details Requests Tab 19
3.3.5.14. Enable Work Request Details Access from Approval Notification 20
3.3.5.15. Validate Open PO Reqs During WO Update to Complete-No-Charge Status 20
3.3.5.16. Provide On-hand and Available Quantity Details in One-step Material Issue 20
3.3.5.17. Support for Multiple UOMs for One Step Material Issue to WOs 20
3.3.5.18. OTL-EAM Integration for Time Entries in Closed Accounting Period 20
3.3.5.19. Provide Asset Search Features to Self-Service Work Request User 20
3.3.5.20. Contingent Worker Support 20
3.3.5.21. Asset Hierarchy Page Improvement for Asset Node Selection 21
3.3.5.22. Allow Duplicate Activities in Construction Estimate Creation 21
3.3.5.23. View Cost Estimate and Descriptive Flex Field in Construction Estimate Search Results 21
3.3.5.24. Work Order Operations and Material Descriptive Flex Field Support in Construction Estimate 21
3.3.5.25. Choosing Work Order Department in Construction Estimate 21
3.3.5.26. Maintain Order of Activities in Construction Estimate 21
3.3.5.27. Add Resources and Items to Existing Operations in Construction Estimate 22
3.3.6. Release 12.2 23
3.3.6.1. Work Clearances 23
3.3.6.2. Preventative Maintenance (PM) Work Order Prefix 23
3.3.6.3. New Planner Field and Work Order Defaults 23
3.3.7. Release 12.2.4 23
3.3.7.1. Linear Asset Management 23
3.3.7.2. Asset Route and Costing Enhancements 24
3.3.7.3. User Experience Improvements 25
3.3.8. Release 12.2.5 25
3.3.8.1. Linear Asset Management Functional Enhancements 25
3.3.8.2. Map Workbench Enhancements for Improved Search & Usability 25
3.3.8.3. API and Business Events support for GIS and EAM integration 25
3.3.8.4. User Experience: HTML Asset Definition 26
3.3.9. Release 12.2.6 26
3.3.9.1. Work Order Package Printing using AutoVue 26
3.3.9.2. Calendar based Preventive Maintenance (PM) Scheduling 26
3.3.9.3. Linear Asset Management Enhancements 26
3.3.9.4. Move Order Approval for Maintenance Material Requests 27
3.3.9.5. Interface Operation Attachments to Purchase Requisitions 27
3.3.9.6. Change of Asset Group for Asset Numbers 27
3.3.9.7. Enable Work Order Target Dates 27
3.3.9.8. WebADI Support for Create/Update Assets, Asset Attributes 27
3.3.9.9. Apply Setup Templates on Existing Assets 27
3.3.9.10. User Experience: HTML Asset Update 28
3.3.10. Release 12.2.7 28
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iii
3.3.10.1. Work Order Mass Management 28
3.3.10.2. Generate Preventive Maintenance Work Order Report 28
3.3.10.3. Option to define Operation Completion as Mandatory 28
3.3.10.4. Add Supplier Details for Work Order Direct Items 28
3.3.1. Release 12.2.8 29
3.3.1.1. Asset Criticality Information for Work Order and Work Request 29
3.3.1.2. Add Work Order Completion Comments 29
3.3.1.3. Display Shutdown details in Work Order Self-Service pages 29
3.3.1.4. Multi Language Support for Failure Data 29
3.3.1.5. Multi Language Support for Asset Status 29
3.3.1.6. Cancel Work Request upon Work Order Cancellation 29
3.3.1.7. Open Work Orders Dashboard 30
3.3.1. Release 12.2.9 30
3.3.1.1. AME Approval for Work Requests 30
3.3.1.2. Multiple rebuildable quantities at material issue 30
3.3.1.3. Additional Description in Work Order 30
3.3.1.4. Parent Asset Association through WebADI Update 30
3.3.1.5. Asset Status in Self-Service Pages 31
3.3.1.6. Work Request Expected Resolution Date option 31
3.3.1.7. Instance Status Filtering for EAM Asset Numbers 31
3.3.1.8. GIS Integration and Map Workbench enhancements 31
3.3.2. Release 12.2.10 31
3.3.2.1. Asset Search enhancements for Express Work Order and Asset Route 31
3.3.2.2. Asset Hierarchy Search and Access Enhancements 31
3.3.2.3. Work order search by Operation Completion Status 32
3.3.2.4. Work order search with purchasing information 32
3.3.2.5. Work Order Hierarchy Search and Quality Integration Enhancements 32
3.3.2.6. Organization Specific Work Order Status 32
3.3.2.7. Employee Assignment for Work Orders 32
3.3.2.8. Notification for Employee Assignment 33
3.3.2.9. Operation Completion Metric for Work Orders 33
3.3.2.10. Work order completion comments 33
3.3.2.11. Map Workbench enhancements 33
3.3.2.12. Update Work Order Material Requirement during Material Issue 33
3.3.3. Terminology 34
3.4. Oracle Enterprise Asset Management Command Center 36
3.4.1. Overview 36
3.4.2. Release 12.2.8 36
3.4.2.1. Open Work Orders Dashboard 36
3.4.3. Release 12.2.8+ 36
3.4.3.1. Open Work Orders Dashboard with Approved Work Requests 36
3.4.3.2. Assets Dashboard 36
3.4.3.3. Materials Dashboard 36
3.4.4. Release 12.2.9+ 37
3.4.4.1. Open Work Orders Dashboard with flexfields for refinement 37
3.4.4.2. Assets Dashboard with flexfields and asset attributes for refinement 37
3.4.4.3. Materials Dashboard with Work Order attributes for refinement 37
3.4.5. Release 12.2.10 37
3.4.5.1. Operations Data set for extension support 37
3.4.6. Release 12.2.10+ 37
3.4.6.1. Asset Dashboard Performance Improvements 37
3.4.6.2. Open Work Orders Dashboard Usability Improvements 37
3.4.6.3. Materials Dashboard Usability Improvements 37
3.5. Oracle Enterprise Asset Management Information Discovery 38
3.5.1. Overview 38
3.5.2. Support Update 38
3.5.3. Release V4 38
3.5.3.1. Work Orders Area 38
3.5.3.2. Work Requests Area 38
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iv
3.5.3.3. Assets Area 38
3.5.3.4. Material Area 39
3.5.4.1. User-Definable DFF Search 39
3.5.5.1. Enhanced Work Order and Asset attributes 39
3.5.6.1. Cost Analysis based on Failure Information 39
3.5.6.2. Advanced Search 39
3.5.6.3. Asset Number flex fields support in Refinements 40
3.5.7.1. Operation Attachment in Result Table 40
3.6. Oracle Mobile Maintenance for Oracle E-Business Suite 40
3.6.1. Overview 40
3.6.2. Mobile Release 1.0 – Client Version 1.0.0 40
3.6.2.1. View and Execute Maintenance Work 40
3.6.3. Mobile Release 2.0– Client Version 1.1.0 41
3.6.3.1. Mobile Foundation Updates 41
3.6.3.2. Accessibility Improvements 41
3.6.4.1. Android Support 41
3.6.4.2. Mobile Foundation Release 3.0 Updates 41
3.6.5.1. Mobile Functional Release 4.0 Updates 41
3.6.5.3. Mobile Translation Release 4.0 Updates 41
3.6.6.1. Mobile Functional Release 5.0 Updates 41
3.6.7.1. Quick Complete Operations 42
3.6.7.2. Self-Assign Operations during Work Order Creation 42
3.6.7.3. Other Functional enhancements 42
3.6.8.1. Self-Assign My Department’s Work 43
3.6.8.2. Calendar view for operations 43
3.6.8.3. Serialized item scan and enhanced material issue screen 43
3.6.8.4. Enforce Operation completion 43
3.6.8.5. Sort Operation list by priority 43
3.6.8.6. Offline / Disconnected mode 43
3.6.9.1. Charge Time Automation 44
3.6.9.2. Sort by Work Order Type 44
3.6.9.3. Work Order Completion Comments 44
3.6.9.4. Edit Failed Offline Transactions 44
3.6.9.5. Express Work Order 44
3.6.9.6. Operations Push Notifications 45
3.6.9.7. Self-Assign Work Order Alert Message 45
3.6.10.1. Supervisory Actions 45
3.6.10.2. Technician Overview 45
3.6.10.3. Multiple Rebuild Items Issue 46
3.6.11.1. Uptake of Oracle Mobile Application Framework (MAF) 2.6.3 46
3.7. Oracle Installed Base 46
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document v
3.7.1. Overview 46
3.7.2. Release 12.2.4 46
3.7.2.1. Option to track only Customer-owned products using Oracle Installed Base 46
3.7.3. Release 12.2.5 47
3.7.3.1. Tracking of Customer Install Base items 47
3.7.3.2. Install Base Transaction performance improvements 47
3.7.3.3. Serial Tagging at Sales Order Pick/ISO Pick support 47
3.7.4. Release 12.2.6 47
3.7.4.1. Installation Details HTML Page 47
3.7.4.2. Advanced Search Option for Item Instances using WebADI 47
3.7.5. Release 12.2.7 47
3.7.5.1. Web ADI support for extended attributes 47
3.7.6. Release 12.2.8 48
3.7.6.1. Additional Instance Search Options 48
3.7.7. Release 12.2.9 48
3.7.7.1. Purge Program for CSI Transaction Interface 48
3.7.7.2. User Record Update Based on Transaction 48
3.7.7.3. Manual Reading Entry for Time Based Counters 48
3.7.8. Release 12.2.10 48
3.7.8.1. Item Instance Management Enhancements 48
3.7.8.2. Web ADI and Mass Update Enhancements 48
3.7.8.3. Install Base Transaction Processing Usability Enhancements 49
3.8. Oracle Installed Base Information Discovery 49
3.8.1. Overview 49
3.8.2. Support Update 49
3.8.3.1. Search by Extended Product Attributes 49
3.8.3.2. Execute ‘Related Products’ Search 49
3.8.3.3. Improved Drill-down to Product Configuration 50
3.8.3.4. Identify Installed Base by Geography 50
3.8.3.5. Track Customer Product Metrics 50
3.8.4.1. User-Definable DFF Search 50
3.8.5.1. Boolean Search Support 50
3.8.6.1. Advanced Search 50
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document vi
1. Disclaimer
This Release Content Document (RCD) describes product features that are proposed for
the specified releases of the Oracle E-Business Suite. This document describes new or
changed functionality only. Existing functionality from prior releases is not described. It
is intended solely to help you assess the business benefits of upgrading to the specified
release of the Oracle E-Business Suite.
This document in any form, software or printed matter, contains proprietary information
that is the exclusive property of Oracle. Your access to and use of this confidential
material is subject to the terms and conditions of your Oracle Software License and
Service Agreement, which has been executed and with which you agree to comply. This
document and information contained herein may not be disclosed, copied, reproduced or
distributed to anyone outside Oracle without prior written consent of Oracle. This
document is not part of your license agreement nor can it be incorporated into any
contractual agreement with Oracle or its subsidiaries or affiliates.
This document is for informational purposes only and is intended solely to assist you in
planning for the implementation and upgrade of the product features described. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described in this document remains at the sole discretion of Oracle.
Due to the nature of the product architecture, it may not be possible to safely include all
features described in this document without risking significant destabilization of the code.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Purpose of Document 1
2. Introduction
2.1. Purpose of Document

This Release Content Document (RCD) communicates information about new or changed
functionality introduced in Oracle E-Business Suite Releases 12.1 and 12.2, and in
subsequent Release Update Packs (RUPs) and off-cycle patches. For your convenience,
it also includes new or changed functionality introduced in the RUPs for Release 12,
including 12.0.2 through 12.0.7.
The features and enhancements described in this document are grouped by product, and
then by the release in which they first became available, for example, “Release 12.1.1”.
Features released in an off-cycle patch have a special designation – for example, a feature
released after 12.1.1, but before 12.1.2, is designated as “Release 12.1.1+”.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Purpose of Document 2
3. New and Changed Features in Asset Lifecycle
Management
3.1. Oracle Asset Tracking

3.1.1. Overview
Oracle Asset Tracking is an asset lifecycle management application that provides
tracking, visibility and control of dispersed assets for capital-intensive companies. Oracle
Asset Tracking maximizes asset utilization and return on investment by automatically
synchronizing the operational and physical events of assets with the financial updates in
Oracle Assets.
As part of the Oracle E-Business Suite, Oracle Asset Tracking offers tight integration
with other products to provide a comprehensive, reliable and efficient asset lifecycle
tracking application. This enterprise-wide integration helps achieve a single source of
truth for enterprise assets while reducing the total cost of ownership.
3.1.2. Release 12.1.1
3.1.2.1. Multiple Asset Book Support

This release supports multiple Fixed Asset (FA) Book Types in Oracle Asset Tracking.
Users are now able to create assets in appropriate FA Books depending upon the
Operating Unit or organization context. The list of FA books that may be available for an
operating unit will be automatically filtered. This will eliminate the need for intelligent
set up and users will no longer encounter issues like non-compatible chart of accounts.
Support for Multiple Asset Books is essential for global rollouts.
3.1.2.2. Graphical Display of Network Relationships

This feature enhances the usability of Asset Configuration relationships by providing
graphical representation of instance relationships, contacts, accounts, etc. which are
frequently used by Oracle Asset Tracking users. Asset Tracking supports various types
of relationships by way of configuration built across instances. Prior to this release, the
configurations were displayed in the form of table, which is filtered based on relationship
types. This supports configuration with an alternate view option, which gives a graphical
representation of instance configuration. The user interface is also interactive in that you
can update the relationships – such as add a child.
Organizations have complex data stored in databases or web sites, related to organization
structure, processes, and other complex relationships. It is important to support
visualization and navigation of this complex data, including organizational hierarchies,
partner and sales relationships, workflow modeling, and even web site access in order to
improve the user experience.
3.1.2.3. Google Maps Integration (Display Assets on a Map)

This feature addresses the integration with the web based source map viewer of Google
Maps. Oracle Asset Tracking instances and Oracle Enterprise Asset Management assets
can be geocoded and displayed in the map viewer based on user entered search criteria.
From the Asset Tracking responsibility, when the user selects any Asset Tracking/IB
instance icon on the map viewer, details such as Instance Number, Description, Item,
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Asset Tracking 3
Instance Location and Geocodes will be displayed in a pop up. Also, hyperlinks will be
provided for performing the following actions:
1. View instance details page
2. View Graphical Asset hierarchy.
From the Asset Tracking responsibility, when the user selects any Enterprise Asset
Management instance icon on the map viewer, details such as Instance Number,
Description, Item, Instance Location and Geocodes will be displayed in a pop up. Also,
hyperlinks will be provided for performing the following actions:
1. View instance details page
2. View open Work Requests
3. View open Work Orders
4. View Graphical Asset hierarchy
The ability to find and view Assets on a map is a key requirement for numerous Asset
Tracking and Enterprise Asset Management customers especially those in the Utilities
and Public Sector verticals. The prime advantage of the 3rd party mapping tool like
Google Maps is that users are familiar with the tool and it comes out with reasonable
amount of out-of-box features like map-based services that will help the users service
assets more efficiently.
Besides this out-of-the-box integration with Google Maps, customers will also have the
ability through customization to display assets on any web based map viewer which is
based on HTML technology (for example, Oracle Spatial MapViewer).
3.1.3. Release 12.1.2
3.1.3.1. ATG User Interface Enhancements

Release 12.1.2 includes a mandatory uptake of ATG User Interface (UI) enhancements to
Oracle Applications (OA) Framework components. These enhancements will increase
the usability and end-user productivity of the OA Framework-based applications
including Oracle Asset Tracking. Those features applicable to Oracle Asset Tracking
include:
1) Configurable Home Page: providing a new look for the E-Business Suite Home Page
with space optimization
The Home Page has been redesigned using the Configurable Pages feature of the OA
Framework. This allows the Home Page to have a very flexible layout and
configurable content. The Applications Navigator and the Worklist regions have
been modified to have more optimal usage of screen space.
2) Slide Out Menus for Navigator and Favorites: slide-out Home and Favorite
components for easy cross-application navigation
The Home and Favorites menus are now accessible as pull-down, slide-out menu
gadgets in the global header area of every OA Framework page. This allows end-
users to rapidly choose Favorites of navigate across applications from any OA
Framework page.
3) Look Ahead List of Values (LOV): type-ahead Search capabilities in the List of
Values (LOV) fields
The LOV component has been enhanced to allow type-ahead search capabilities. As
end-users type in characters into the LOV search field, the results shall be fetched
and displayed in line to the LOV component in real-time. For the majority of users,
this will eliminate the need to launch the LOV modal window, to perform a search
within the window, and to navigate through the results using Next/Previous links in
the LOV window result table, thereby saving a number of clicks and server-side
requests, and significantly enhancing end-user productivity.
4) Inline Attachments: ability to enter, view or delete text-type Attachments inline
Attachments have been enhanced to allow inline addition and viewing. The two
icons associated with the Attachments UI – the ‘plus’ icon and the ‘paper-clip’ icon
will now have mouse-over events defined. On hover-over, an inline window shall
appear for rapid attachment entry or viewing of already added attachments. For this
release, this feature will support only text-mode attachments to be edited and added
inline.
These UI enhancements should be transparent to the Oracle Asset Tracking application,
therefore, eliminating or lowering uptake and upgrade costs.
The profiles for the ATG User Enhancements will be by default disabled. Customers
who would like to uptake these features can enable these features as required. The
profiles are as follows:
Feature Default Value at Site Configuration Options

Level
Home Page No Site level only

Navigator & Favorites Menu No Site level only
Look-ahead LOV No Site and Application levels only
Inline Attachments No Site and Application levels only
3.1.4. Release 12.1.3
3.1.4.1. ESRI Integration

This feature addresses the integration with the ESRI map viewer. Oracle Asset Tracking
instances and Oracle Enterprise Asset Management assets can be geocoded and displayed
in the map viewer based on user entered search criteria. Geographic Information System
(GIS) is an information system for storing, analyzing, managing and presenting digital
data such as geographic features present on the Earth's surface using spatial references.
ESRI is one of the leading vendors in this space.
In Release12.1.1, we introduced basic GIS capabilities into ALM products by integrating a
map viewer into the application. An out of the box integration was provided with Google
Maps, whereby Assets could be geocoded and located in a map viewer such as Google
maps. Users can view the asset information on map and perform basic actions such as
initiating work request, creating work order, etc.
Many customers use ESRI as their preferred GIS solution. This release (12.1.3) seeks to
extend the existing GIS integration capabilities of ALM to provide an out of the box
integration using ESRI map viewer. Assets can be spatially located on an ESRI map
viewer and the users can perform various actions
As with the Google Maps Integration, using the Asset Tracking Super user responsibility,
the user will be able to select any instance icon on the map viewer and see details such as
Instance Number, Item Description, Item Address, and Geocodes displayed in a pop up.
Also, hyperlinks will be provided for performing the following actions:
1. View Instance details page
2. View Open Work requests (for eAM Assets)
3. View Open Work Orders (for eAM Assets)
This project has provided the framework by which users can easily build integration with
other 3rd party GIS systems and map viewers. There is a Technical Brief available that
will guide users interested in integrating with 3rd party map viewers.
The ability to find and view assets on a map enabling users to service assets more
efficiently is a key requirement for numerous OAT and eAM customers especially those
in the Utilities and Public Sector verticals.
3.1.5. Release 12.1.3+
3.1.5.1. IPV Process Enhancements
During the asset procurement and capitalization process to FA through Oracle Asset
Tracking, the asset acquisition cost can have various components of Tax and Tax
Variances.
With this enhancement feature, the Asset tracking module has provided support for all
such components of asset procurement cost, while passing on the cost to capitalization
process.
The following tax related components from Invoicing have been included in the asset
cost:
- Non-Recoverable Tax
- Tax Rate Variance
- Tax Invoice Price Variance
- Tax Exchange Rate Variance
- Self-assessed tax
3.1.6. Release 12.2
3.1.6.1. Capitalization on Sales Order Shipment
This feature supports the capitalization process initiated from a Sales Order for shipment
of products. The process flow is applicable for ‘Normal Items’ or ‘Capitalize on Issue
(COI)’ Items- for example, for equipment leases or the rental business. It includes out of
the box support for Operating Lease business flows through standard process of Fixed
Asset creation and capitalization from Asset Tracking.
3.1.7. Release 12.2.5
3.1.7.1. Asset Retirement tieback from Fixed Assets to Asset Tracking
This new feature enables asset retirements initiated from Fixed Assets to be tied back to
Asset Tracking and updates the Fixed Asset linkage with the OAT instance. This provides
more options for asset retirement actions like Mass Retirement from Fixed Assets and
seamless data synch-up between Fixed Assets and Oracle Asset Tracking (OAT).
3.1.7.2. Self-Assessed Tax interface to Oracle Projects

This new feature provides the ability to add a self-assessed tax to the asset acquisition
cost when interfaced to Oracle Projects from Asset Tracking. This ensures the actual cost
of asset acquisition to be capitalized as a fixed asset value.
3.1.8. Release 12.2.6
3.1.8.1. Asset Deployment Enhancements

The asset deployment process for Asset Tracking has been enhanced with the following
features:
- Ability to specify a ‘Retirement Type’ while initiating asset retirement from

Oracle Asset Tracking
- Provision to enter different ‘Date-Placed-In Service’ detail for each of the
deployed assets while grouping in-service multiple asset instances together
3.1.8.2. Include Landed Cost for Asset Capitalization Value

This feature enables the inclusion of Landed Cost as part of the asset capitalization value,
when Fixed Assets are created through Oracle Asset Tracking in Landed Cost enabled
organizations.
3.1.9. Release 12.2.8
3.1.9.1. Capitalization on Issue from Project Inventory

This feature provides additional support to Capitalization on Issue flow using Project
Manufacturing setups. Issue to Project from project inventory transaction is handled
through Asset Tracking to perform capitalization through Projects with Purchase Order
Cost.
3.2. Oracle Asset Tracking Command Center
3.2.1. Overview
The Asset Tracking Command Center enables dashboard capabilities to asset tracking
users from Self-service pages. The ‘Assets Dashboard’ and ‘Capitalization Dashboard’
has been added to Asset Tracking Super User responsibility.
The Asset Tracking Command Center feature is available at no additional cost to licensed
users of Oracle Asset Tracking. It can be applied to Release 12.2.4 and above.
3.2.2. Release 12.2.9++

The following functionality requires Oracle Enterprise Command Center Release 12.2
V4.
3.2.2.1. Capitalization Dashboard

The Capitalization dashboard contains actionable insights on transactions and instances
that are pending in various stages of capitalization process. The pending capitalization
details from the dashboard contain both depreciable and normal items – which can be
progressed for creating fixed assets resulting in efficient asset addition process.
Actions to initiate capitalization steps like - ‘Interface Inventory Transaction to Assets,
Deployment – Install/Put in service, Interface Inventory Transactions to Projects-Assets
and Run Post Mass Additions’- help asset tracking users to complete the fixed asset
creation for acquired assets in a seamless flow.
3.2.3. Release 12.2.10

V5.
3.2.3.1. Capitalization Dashboard with Extended Attributes

The Capitalization dashboard has been enhanced to refine item instances data by
extended attributes. Also a new action Create Sales Orders has been added in the results
table to facilitate shipment of inventory items to field locations.
3.2.4. Release 12.2.10+

V6.
3.2.4.1. Assets Dashboard

Assets dashboard is a new addition to the Asset Tracking Super User responsibility. It
helps to synchronize transactions and updates on existing operational assets with fixed
asset records. Inventory, deployment transactions performed on capitalized instances can
be tracked and managed throughout the lifecycle of the instances from this dashboard.
Various actions can be performed from the Assets dashboard like:
i) Deployment transactions – Uninstall, Out of Service, Project Transfer,

Retirement and Location Updates
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Asset Tracking Command Center 8
ii) Interface pending move transactions to Oracle Assets and Run Post Mass
Retirals, Calculate gain or loss programs for asset retirement process etc.,
iii) Asset Update actions – Cost update, Employee update, Asset update and link
to Enterprise Asset Management to view maintenance related information
3.2.4.2. Capitalization Dashboard Enhancements

Capitalization dashboard is enhanced to handle capitalization of instances for non-
serial and lot controlled items when received in part quantities for both depreciable
and normal items.
3.3. Oracle Enterprise Asset Management

3.3.1. Overview
Oracle Enterprise Asset Management (eAM) supports sophisticated, condition-based
maintenance strategies for property, plants, and public infrastructure. Oracle eAM's
single-instance design ensures best practices and quality compliance globally, eliminates
excess and obsolete spare parts inventories, promotes environmental, health and safety
policies, smoothens coordination of production and maintenance schedules, and improves
both the responsiveness and accuracy of contracted maintenance.
3.3.2. Release 12.1.1
3.3.2.1. Asset Move Workbench

This new feature, Asset Move Workbench, provides a user-friendly way of leveraging the
Asset Move feature that is currently supported in Release 12. The Workbench allows
users to transfer an asset and its child assets from one maintenance organization to
another as a single unit while preserving the parent-child asset relationships.
The following entities move along with the asset as of Release 12.0:
• Activities (assuming the Activity Definition is assigned to the destination
organization. If not, you will need to use the Activity workbench to assign an
activity to the new organization.)
• PM Schedules
• Meters
• Failure History and Setup
The following entities do not move:
• Work Orders
• Routing
• Cost History
• Collection Plans
The Asset Hierarchy may have to be manually adjusted after the move and can be done
so from the Asset Hierarchy page or the new Graphical Network Page.
Prior to this release, the support for this process was cumbersome especially when an
asset had a complex asset hierarchy. The asset hierarchy was not respected so a user had
to perform a separate transaction for each associated child, otherwise the child asset(s)
was ‘orphaned’ in the source organization. This feature will be limited to support Inter-
Org Asset Move and Sub-Inventory Asset Move with or without the child assets.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Enterprise Asset Management 9
Many customers need to move assets from one organization (often a different location) to
another organization for different reasons – including to replace a failed asset or to
borrow an asset for a particular job or project. This is most common in industries such as
fleet operations, asset rental environments or where organizations share assets. This
feature will enhance the transactability of assets by minimizing the dependency on the
Inventory user interface to carry out asset transfer transactions.
3.3.2.2. Miscellaneous Usability Enhancements

The following includes a number of enhancements to improve overall usability of the
system:
3.3.2.2.1. Change Dept. on WO Operation
This feature provides the ability to change the Department on a Work Order
Operation prior to Work Order execution. This enhancement will provide more
flexibility for assigning resources when scheduling Work Orders.
3.3.2.2.2. Inclusion of Child Asset Work Orders in Asset Search
The inclusion of Child Asset Work Orders on the Work Order Inquiry by Asset –
Simple Search screen will provide more flexibility in searching for Work Orders.
3.3.2.2.3. 'Last Reviewed Date' and 'Reviewer' Added to PM Schedule Definition
Two fields have been added to the PM schedule definition: 'Last Reviewed Date' and
'Reviewer'. These attributes will help support and execute Reliability Centered
Maintenance (RCM) programs.
3.3.2.2.4. ‘Creation By’ and ‘Created Date’ Added to Work Order Advanced
Search
Two fields have been added to the Work Order – Advanced Search screen. This
feature provides for more flexibility in searching for Work Orders.
3.3.2.2.5. Generate Next PM Only
This feature includes a new field (check box) on the PM Schedule Definition screen:
‘Next Work Order Only’. By checking this box, the PM Scheduler will create the
next Work Order only if the previous Work Order has been completed.
Some less critical assets may not require creation of more than one Work Order until
the last Work Order is completed.
3.3.2.2.6. Copy Asset Number to Requisition Approver Notes
This enhancement supports copying the Asset Number from the Work Order to
Purchase Requisition – ‘Note to Approver’. This provides additional clarity for the
Purchase Requisition approver beyond the Work Order Number and Operation
Number which are currently available.
3.3.2.3. Express Work

This enhancement provides Enterprise Asset Management users a quick way to report
work that has been completed without any planning - often referred to as ‘after-the-fact’
reporting. Users are able to (1) report and complete an emergency work without a prior
Work Order and also (2) report labor, charge time, issue stocked items and complete the
work all from a single page.
While the aim of a Maintenance Department is to minimize reactive and emergency
work, in the real world, maintenance crews are often called upon to perform emergency
work that is due immediately. In such cases, no plan or definition of the work exists. The
crew completes the work first and only later do they report the work. Some of the most
transaction intensive process flows within the maintenance world are performing material
and labor transactions against a work order and completing the work order. Prior to this
release, users had to navigate to different pages to charge time or material and to
complete a work order.
3.3.2.4. Make Item Cross Reference Search Capability

This feature provides users with the ability to search for Inventory Items by Manufacturer
Part Number or item cross- reference from the ‘Work Order Materials’ region and from
the ‘One Step Material Issue’ screen under the ‘Stores’ tab. Manufacturer Part Numbers
can be added to an Inventory Item via Item Master form. Inventory Items are added to an
Enterprise Asset Management (eAM) Work Order for planning or issued directly to an
eAM Work Order.
Prior to this release, users could search for items by Item Number or Item Description.
However, users often do not remember the Item Number/Item Description or will pick up
items from the shelf. Often these parts do not have an Item Number marked on them and
users struggle to find and add the right part required for the Work Order. The
Manufacturer Part Number or cross-reference is often etched on the part. This
enhancement will make it easier for the planners and the maintenance workers to add and
use the right parts for an eAM Work Order
3.3.2.5. Specify Source Supply Subinventory for eAM Work Orders

This release allows users to specify a Source Subinventory and Source Locator at the Bill
of Materials level or the Work Order Material Requirement level. If ‘Auto Request’ is
set, material allocation will be initiated when the work order is released, and the Source
subinventory and Source Locator will be automatically designated by Inventory sourcing
rules. If ‘Auto Request’ is not set, you can specify a Source subinventory and Source
Locator for your material when you perform a Material Request or a One-Step Material
Issue.
For some customers, with multiple subinventories, these locations can be far apart, or
even underground. The ability to specify a Source subinventory and Source Locator for
Auto-Requested material is a significant need to ensure material is allocated from a
subinventory and locator close to the work location and the pick ticket is printed in the
correct location.
3.3.2.6. Microsoft Project Integration with Work Order Scheduling

This enhancement integrates Microsoft Projects with Work Order Scheduling. The user
can search a set of work orders based on various criteria, export it in the commonly
accepted format XML, and import into MS Projects either by creating a new Microsoft
Project or by adding the selected work orders into an existing Microsoft. On exporting
the Work Order into Microsoft Project, the Maintenance Scheduler can schedule the work
orders and on satisfactory completion of scheduling, convert the Microsoft Projects into
an XML file, which can be imported back to eAM.
In maintenance environments, Microsoft Project is one of the most commonly used
scheduling tools, which provides flexibility to schedule complex project tasks with ease.
The prime advantage of the 3rd party scheduling tool is it comes out with reasonable
amount of out-of-box features like reports, printable format, etc. that will help the
Maintenance Scheduler perform their work efficiently.
3.3.2.7. Graphical Display of Network Relationships

A Graphical Hierarchy is now available through Oracle eAM from the Asset screen. This
feature enhances the usability of Oracle Asset Tracking Asset Configuration relationships
by providing graphical representation of instance relationships, contacts, accounts, etc.
Oracle Asset Tracking supports various types of relationships by way of configuration
built across instances. Prior to this release, the configurations were displayed in Oracle
Asset Tracking in table form, which is filtered based on relationship types. This supports
configuration with an alternate view option, which gives a graphical representation of
instance configuration.
Organizations have complex data stored in databases or web sites, related to organization
structure, processes, and other complex relationships. It is important to support
visualization and navigation of this complex data, including organizational hierarchies,
partner and sales relationships, workflow modeling, and even web site access in order to
improve the user experience. Often in maintenance there is a need to establish an
‘alternate’ hierarchy of the organization’s assets to see potential ‘upstream’ and
‘downstream’ implications of an asset failure.
3.3.2.8. Google Maps Integration (Display Assets on a Map)

This feature addresses the integration with the web-based source map viewer of Google
Maps. Oracle Asset Tracking instances and Oracle Enterprise Asset Management assets
can be geocoded and displayed in the map viewer based on user entered search criteria.
From the Maintenance Super User responsibility, when the user selects any asset icon on
the map viewer, details such as Asset Number, Description, Asset Group, Owning
Department, Asset Location and Geocodes will be displayed in a pop up. Also,
hyperlinks will be provided for performing the following actions:
1. View Asset details page
2. Create Work Request
3. Create Work Order
4. View Open Work requests
5. View Open Work Orders
The ability to find and view assets on a map is a key requirement for numerous OAT and
eAM customers especially those in the Utilities and Public Sector verticals. The prime
advantage of the 3rd-party mapping tool like Google Maps is that users are familiar with
the tool and it has a reasonable amount of out-of-box features like map-based services
that will help users service assets more efficiently.
Besides this out-of-the-box integration with Google Maps, customers will also have the
ability through customization to display assets on any web-based map viewer which is
based on HTML technology (for example, Oracle Spatial MapViewer).
3.3.2.9. Work Request Attachments

Oracle Enterprise Asset Management (eAM) now has the ability to add, view, and update
attachments from Work Requests.
Prior to this release, Attachments were only available from Oracle eAM Assets and Work
Orders. A number of eAM customers requested this new feature to associate
Attachments with Work Requests. Work Requests tend to initiate the reporting of
problems and failures in a maintenance environment. As such, it is helpful to be able to
attach a photo, document, or reference a manual with that Work Request in order to better
communicate the problem.
3.3.2.10. Construction Units
This release introduces support for Construction Estimating via the introduction of the
Construction Units (often referred to as Compatible Units). Construction Units are
standardized, repetitive units of work, which involve labor, material, and equipment that
are used to plan different types of jobs, specifically in Utility Transmission and
Distribution (T&D) environments. Through this feature users can create templates to be
used for estimation and generating Work Orders, with modifications that a particular
project might require.
This group of new programs will provide a foundation for estimating work, work order
creation and asset accounting. Construction units are comprised of multiple Activities,
which define both material and labor components. The “Construction Unit Search Page”
will allow user to search for Construction Units, create a Construction Unit, copy a
Construction Unit and create a Construction Estimate. The “Estimation Workbench” will
allow the user to build an estimate by referencing multiple Construction Units,
automatically exploding the Construction Units into the component material and labor
requirements, providing multiple methods of grouping the components (by Project,
Accounting Class, and Activity) prior to the creation of Work Orders. The Construction
Estimate will provide an audit trail of source transactions and changes during the
estimating process, which then can be used as the basis for new Fixed Asset creation.
Asset Lifecycle Management customers identified this enhancement as a gap in the
Oracle eAM solution. Although this feature appeals most to Utility customers in
Transmission & Distribution, similar functionality can be used in other industries such as
Gas, Water, and/or Construction and can also be modeled to perform shutdown planning.
3.3.3. Release 12.1.2

3.3.3.1. Primavera Integration
This feature addresses the integration of Oracle Enterprise Asset Management (eAM)
with Primavera for scheduling of eAM work orders.
The previous release, Release 12.1.1, introduced the ability to use the 3rd party scheduling
tool, MS Project, to represent and schedule eAM work orders through xml export/ import
between the applications. Large eAM customers especially in the Engineering &
Construction (E&C) and Oil & Gas verticals use Primavera extensively to schedule their
tasks/ Work Orders. This project extends the existing xml export/import capabilities of
eAM to provide an out of the box integration with Primavera.
The integration allows Work Orders, Work Order relationships (parent-child and end to
start dependencies), Operations, Resources, Departments, Employees, Competencies and
Competency Levels and Operation Dependencies to be exported in an xml format to
Primavera for scheduling. Users will be able to schedule the exported Work Orders in
Primavera using resource leveling and other optimization techniques that are native to
Primavera. The scheduled Work Orders can then be imported into eAM in an xml format,
validated and saved in the eAM system for execution.
3.3.3.2. ATG User Interface Enhancements

Release 12.1.2 includes a mandatory uptake of ATG User Interface (UI) enhancements to
Oracle Applications (OA) Framework components. These enhancements will increase
the usability and end-user productivity of the OA Framework-based applications
including Oracle eAM. Those features applicable to Oracle eAM include:
1) Configurable Home Page: providing a new look for the E-Business Suite Home Page
with space optimization
The Home Page has been redesigned using the Configurable Pages feature of the OA
Framework. This allows the Home Page to have a very flexible layout and
configurable content. The Applications Navigator and the Worklist regions have
been modified to have more optimal usage of screen space.
2) Slide Out Menus for Navigator and Favorites: slide-out Home and Favorite
components for easy cross-application navigation
The Home and Favorites menus are now accessible as pull-down, slide-out menu
gadgets in the global header area of every OA Framework page. This allows end-
users to rapidly choose Favorites of navigate across applications from any OA
Framework page.
3) Look Ahead List of Values (LOV): type-ahead Search capabilities in the List of
Values (LOV) fields
The LOV component has been enhanced to allow type-ahead search capabilities. As
end-users type in characters into the LOV search field, the results shall be fetched
and displayed in line to the LOV component in real-time. For the majority of users,
this will eliminate the need to launch the LOV modal window, to perform a search
within the window, and to navigate through the results using Next/Previous links in
the LOV window result table, thereby saving a number of clicks and server-side
requests, and significantly enhancing end-user productivity.
4) Inline Attachments: ability to enter, view or delete text-type Attachments inline
Attachments have been enhanced to allow inline addition and viewing. The two
icons associated with the Attachments UI – the ‘plus’ icon and the ‘paper-clip’ icon
will now have mouse-over events defined. On hover-over, an inline window shall
appear for rapid attachment entry or viewing of already added attachments. For this
release, this feature will support only text-mode attachments to be edited and added
inline.
These UI enhancements should be transparent to the Oracle eAM application, therefore,
eliminating or lowering uptake and upgrade costs.
The profiles for the ATG User Enhancements will be by default disabled. Customers
who would like to uptake these features can enable these features as required. The
profiles are as follows:
Feature Default Value at Site Configuration Options

Level
Home Page No Site level only

Navigator & Favorites Menu No Site level only
Look-ahead LOV No Site and Application levels only
Inline Attachments No Site and Application levels only
3.3.3.3. Supply Chain Web Services

As part of this enhancement, web services are provided by exposing business logic
contained within Oracle forms through Java APIs. These web services are cataloged in
the Oracle Integration Repository and can be browsed through Oracle Integration
Repository Browser Interface under respective product family node. By Clicking on the
Business Entity in Integration repository, you can view full description, list of web
services for that business entity along with the description of the web service, whereas
description of parameters can be seen from the xsd definition of the service available via
the generated wsdl.
The following web services are provided for Oracle eAM:
1) Work Order: Create Work Order, Query Work Order, Update Work Order, Add
Components, Add Operations, Add Resources
2) Asset Activity Association: Create Asset Activity Association, Query Asset Activity
Association, Update Asset Activity Association
3) Asset Number: Create Asset Number, Query Asset Number, Update Asset Number
4) Purchase Order: Cancel Purchase Order, Create Purchase Order, Delete Purchase
Order, Approve Purchase Order, Query Purchase Order
and Update Purchase Order
5) Requisition : Create Requisition, Delete Requisition, Query Requisition and Update

Requisition
6) Bills of Materials : Create Bills of Material, Delete Bills of Material, Query Bills of
Material, Update Bills of Material, Copy Bills of Material
7) Routing : Create Routing, Delete Routing, Query Routing, Update Routing
8) Asset Group/Activity/Rebuildable Item: Create Asset Group/Activity/Rebuildable

Item, Query Asset Group/Activity/Rebuildable Item Details, Update Asset
Group/Activity/Rebuildable Item Details
3.3.4. Release 12.1.3
3.3.4.1. Encumbrance Accounting for Purchase Orders with ‘Shop Floor’

Destination
Existing eAM integration with Purchasing has been enhanced to support encumbrance
accounting for Purchase Requisitions (PRs) and Purchase Orders (POs) associated with
eAM Work Orders. Prior to this release, encumbrance accounting was limited to
Inventory destination and Expense Receiving transactions, but as a feature in this release,
it has been enabled for eAM work orders with ‘Shop Floor’ destination.
eAM initiated PRs (e.g. PR created when a work order is released or PR created in
iProcurement by navigating from eAM work order) and Purchasing initiated PRs/POs
(e.g. PR/PO entry in forms/OA pages first and then associating with eAM work orders)
would have the ability to check and reserve funds. PO encumbrances are reversed after
PO lines are received into the shop floor destination.
Funds checking in advance of Requisition submission will be available from
iProcurement and Purchase Requisition Forms.
Budget account for such work orders would be derived from WIP Accounting Class on
work orders. WIP Accounting Class definition form has also been enhanced, enabling
users to enter a budget account. Associating the eAM Organization with an Operating
Unit which requires encumbrance accounting will setup this feature. Other setups are
similar to those required to enable encumbrance for Inventory destination and Expense
PO’s.
All public sector organizations, such as municipal, state, provincial and federal
government organizations are required to encumber or reserve funds that have been
committed to a supply purchase order. Therefore, prior to approval of any purchasing
document, the available funds must be checked and reserved against the available budget
for the specified account code combination. This enhancement is key for budgetary
control in such environments.
3.3.4.2. ESRI Integration

This feature addresses the integration with the ESRI map viewer. Oracle Asset Tracking
instances and Oracle Enterprise Asset Management assets can be geocoded and displayed
in the map viewer based on user entered search criteria. Geographic Information System
(GIS) is an information system for storing, analyzing, managing and presenting digital
data such as geographic features present on the Earth's surface using spatial references.
ESRI is one of the leading vendors in this space.
In Release12.1.1, we introduced basic GIS capabilities into ALM products by integrating a
map viewer into the application. An out of the box integration was provided with Google
Maps, whereby Assets could be geocoded and located in a map viewer such as Google
maps. Users can view the asset information on map and perform basic actions such as
initiating work request, creating work order, etc.
Many customers use ESRI as their preferred GIS solution. This release (12.1.3) seeks to
extend the existing GIS integration capabilities of ALM to provide an out of the box
integration using ESRI map viewer. Assets and Work can be spatially located on an ESRI
map viewer and the users can perform various actions on these entities.
As with the Google Maps Integration, using the Maintenance Super User responsibility,
the user will be able to select any asset icon on the map viewer and see details such as
Asset Number, Description, Asset Group, Owning Department, Asset Location and
Geocodes displayed in a pop up. Also, hyperlinks will be provided for performing the
following actions:
1. View Asset details page
2. Create Work Request
3. Create Work Order
4. View Open Work requests
5. View Open Work Orders
The ESRI integration will also provide the means to locate work on a map and perform
basic execution tasks on these work orders. On selecting a work order icon, the user will
see details of work order, operations and employee assignments in a pop up. The
following actions will be available to the user:
1. Update Work Order
2. Debrief Work Order
3. Assign Employee
This project has provided the framework by which users can easily build integration with
other 3rd party GIS systems and map viewers. There is a Technical Brief available that
will guide users interested in integrating eAM with 3rd party map viewers.
The ability to find and view assets on a map enabling users to service assets more
efficiently is a key requirement for numerous OAT and eAM customers especially those
in the Utilities and Public Sector verticals.
3.3.4.3. Work Permits

This release introduces a new entity: Permits. Permits are used to authorize the
maintenance work, which warrant safety precautions to safeguard people, equipment and
environment from various hazards. Permits can be created in a standalone mode and then
associated with work orders or created from the work order screens to initiate a permit
request flow. Permits are then approved based on the user configurable approval
hierarchy.
This feature allows users to define custom permit types like Hot Work, Confined Space
Entry, etc. and define workflows based on permit types, organization, etc. Users can print
the permits along with work orders to generate a complete work package.
Permits are often a statutory requirement related to safety in work place which are
hazardous in nature and are mandated by the regulatory authorities. As such, there are
often significant fines imposed when permits are not properly used in such environments.
This feature will help users reduce the administrative lead time required to create and
manage this aspect of safety management.
3.3.5. Release 12.1.3+
3.3.5.1. Change Asset Number on Work Order

This customer-driven enhancement provides the ability to change the Asset Number on a
Work Order. The change will only be allowed for manual or reactive Work Orders (non-
PM Work Orders) in an Unreleased or Draft status that do not have any transaction costs
incurred. Prior to this release, the Asset Number field was read only as soon as the Work
Order information had been saved. If the Work Order has an Activity and the new Asset
doesn't have the same activity associated with it, the existing activity will be removed, but
the BOM and Routing will be retained.
3.3.5.2. Delete Unused Allocation and Material Requirement at Material Return

This customer-driven enhancement provides the ability to delete open material allocation
and requirements from Work Order while returning material to inventory. Using the
Maintenance Super User responsibility, users will be able to delete unused allocations and
unfulfilled demand while performing material return through "Delete Allocation &
Material Allocation" check-box added on the Material Return to Inventory page. Prior to
this patch, the users had to follow multiple steps to perform these actions as there was no
provision to delete open material allocation and requirement from work order while
performing return material to inventory.
3.3.5.3. Component Pick Release Concurrent Program for Work Order

Material Allocation
This customer-driven enhancement provides the ability to perform material allocation for a
group of Work Orders with open material requirements, using the new concurrent program
'EAM Work Orders Component Pick Release'. The concurrent request will select material
requirements from work orders that meet the following criteria:
• Work order is in status 'Released' (includes user-defined Released status also)

• Enable Material Issue Requests is set to 'Yes' for the work order
• There is Open Quantity on the Work Order line (Required quantity > Issued
+ Allocated Quantity)
• Work orders lines have Auto Request Material set to ‘Yes’ (Excludes the
Auto Request Material ‘No’ lines)
3.3.5.4. Default Actual Completion Date on Work Order:

This customer-driven enhancement adds the provision (new profile ‘EAM: Actual Work
Completion Date Preference’) to default actual completion date of Work Order to system
date during Work Order completion process. The current behavior is such that when
completing a Work Order that has planned dates in the past, the system defaults the actual
completion date to the planned date. By default, the new profile will be set with value
‘Scheduled Completion Date’ and behave as described above as ‘current behavior’. If the
users want the Work Order completion date to be defaulted to system date, then they will
be required to set this profile value as ‘System Date’.
3.3.5.5. Avoid Work Order Sequence Numbers Jumping Caused by Budget

Forecast Run
This customer-driven enhancement provides new sequence number logic for Budget
forecasting results (EAM_BFWO_JOB_NUMBER_S). The new sequence with the
prefix set to 'BFWO' (abbreviated for 'Budget Forecast Work Order') will be used for the
work order numbers that are generated as a result of forecast run. As per this change,
the regular work orders will not share the WIP sequence numbers with budget forecast
results. This will ensure continuous sequence of regular work order numbers, even while
using the budget forecasting feature. Prior to this change, the Work Order generated by
the Budget Forecasting feature, and the regular work orders (manual and PM Work
Orders) used the same WIP sequence for Work Order numbering. This resulted in what
appears as ‘jumping’ of a large quantity of sequence numbers for regular work orders.
3.3.5.6. Usability Enhancements in PM Schedule Definition and Search

This customer-driven enhancement improves the usability of the PM Schedule Definition
screen and search capabilities. The field name ‘Generate Next WO’ was changed to
‘Next WO Only’ on the PM Schedule Definition form, the PM Schedule Search window,
and the PM Schedule Template. The ‘Next WO Only’ search field is made as non-
mandatory with the default search criteria set to ‘Null’. Prior to this change, the search
option was either ‘Yes’ or ‘No’, thus restricting the PM schedules to be queried. The
‘Default’ check-box at the PM Schedule Definition is now selected by default.
3.3.5.7. Maintenance Work Order Detail Report with Summary Information

This customer-driven enhancement provides a new report template, ‘Maintenance Work
Order Report with Summary’. When selected for printing multiple Work Orders, this
template will provide a summary table with key information from the selected Work
Orders. This improves the usability and readability of the Work Order Detail Report.
3.3.5.8. Enhancement to Mass Complete Functionality in Maintenance

Workbench
This customer-driven enhancement provides a provision to complete Work Orders with
Scheduled Dates in the future with a Completion Date equal to the System Date through
the ‘Mass Complete’ option from the Maintenance Workbench. A new profile option,
‘EAM: Mass Complete work orders at system date’ has been introduced to set the
preferred dates for Work Orders. The profile will have the following 4 values available:
1. No: this will be the default value of the profile. The ‘Mass Complete’ process will
operate as it did prior to the introduction of this enhancement.
2. Yes - for future date work orders: During the ‘Mass Complete’ process, the WO
dates will be defaulted to System Date only for WOs with Scheduled Dates in the
future.
3. Yes – for past date work orders: During the ‘Mass Complete’ process, the WO
dates will be defaulted to System Date only for WOs with Scheduled Dates in the
past.
4. Yes – for all work orders: During the ‘Mass Complete’ process, the WO dates will
be defaulted to System Date for all WOs (with both past and future dates).
3.3.5.9. ERES Support for ‘Debrief work order’
This customer-driven enhancement enables E-Record and E-Signature process for Work
Orders that are completed in debrief mode. Prior to this, the E-Record and E-Sign process
was initiated only from the Work Order Completion page in Maintenance Super User
responsibility. The ERES process during Work Order debrief works as follows:
• E-Record and E-Sign flow is same as in Complete Work Order page

• ERES flow is triggered if the work order status is updated as ‘Complete’ or
‘Complete-No-Charges’ in Debrief page
• If E-Record is rejected or E-Sign fails, the following actions are applied for the work
order details:
o Work Order status will be retained as before the completion status
o Updates to the work order including transactions like material issue, resource
transactions will be saved to the system - even if the E-Sign is failed/rejected
o Work order completion information entered in debrief page (Meter Reading,
Quality results, Failure Information and other completion information) will be
reverted back
• If E-Sign is successful, work order completion will be successful along with all
transactions updated to the work order.
3.3.5.10. Ability to copy material lines of work order

This customer-driven enhancement provides 'Copy' feature for material requirement lines
during Work Order Creation or update. Prior to this enhancement, there was no provision
to Copy the material line or descriptive flexfields in Create/Update Work order HTML
pages. With this release, a new icon for 'Copy' is added to the Material Requirements line
similar to the existing icons for 'Delete' and 'Flexfields'. When the existing material lines
are copied to new lines using this feature, they result in the following actions:
• All the details such as Operation, Item Type, Line Type, Item Code, Quantity and
Date Required are copied from the original line to the new line.
• Flex-field values are also copied to the new line.
• Material details in the show/hide region like Auto Request Material flag, Sub-
inventory, Locator and Comments are also copied to the new line.
3.3.5.11. Primavera 8.2 Certification

This customer driven enhancement certifies the Oracle eAM integration with Primavera
8.2. This integration was initially introduced in 12.1.2.
3.3.5.12. Provide WO Hyperlink in WO Details Relationships Tab

This customer driven enhancement provides a hyperlink to navigate and view related
Work Orders details under the Work Relationships tab. The user can return back to the
Relationships view using a hyperlink, as well. These hyperlinks save the user time by
reducing the number of clicks to access relevant information.
3.3.5.13. Provide Work Request Hyperlink in WO Details Requests Tab

This customer driven enhancement provides a hyperlink to navigate and view Work
Requests details – that are associated with the Work Order - from the Work Order page.
The user can return to the Work Order details page using a hyperlink, as well. These
hyperlinks save the user time by reducing the number of clicks to access relevant
information.
3.3.5.14. Enable Work Request Details Access from Approval Notification
This customer driven enhancement enables access of Work Request Details including
DFF, Work Request Priority, and Request Details - to the department approver during the
approval cycle of the Work Request. By streamlining the workflow process and
providing more information, more easily – the user is more efficient.
3.3.5.15. Validate Open PO Reqs During WO Update to Complete-No-Charge

Status
This customer driven enhancement checks for open Purchasing requirements for eAM
Work Orders when changing the Work Order status to ‘Complete-No-Charges’ (or any
user-defined synonym statuses for ‘Complete-No-Charges’). The system will alert the
user if any requirements are identified. This is similar to how the system currently
handles changing a Work Order to a ‘Closed’ status. This is not applicable to changing
the Work Order to a ‘Complete’ status.
3.3.5.16. Provide On-hand and Available Quantity Details in One-step Material

Issue
This customer driven enhancement provides a view of the Available Qty and On Hand Qty
for sub-inventories in the user-selected unit of measure. Prior to this enhancement, the
user would have to go to Inventory to check these availability details. This is also
applicable to the ‘Work Order Debrief’ page. It is critical to know what is available and
what is on hand prior to issuing material.
3.3.5.17. Support for Multiple UOMs for One Step Material Issue to WOs
This customer driven enhancement provides support for multiple units of measures
(UOM) for One-Step Material Issue to Work Orders process. The UOM field is an
editable field and the user can now issue parts in any unit of measure. Prior to and after
the material transaction, the quantities are shown in the primary UOM. This is also
applicable to the ‘Work Order Debrief’ page.
3.3.5.18. OTL-EAM Integration for Time Entries in Closed Accounting Period

This customer driven enhancement provides support for OTL time-card entries, reported
in Closed Inventory Accounting Periods. For OTL dates, falling in a closed inventory
accounting period, the OTL to eAM interface program will pass the transaction date as
the first date of the next open inventory accounting period. It will also show the OTL
reported date and new date in the log file of the concurrent process ‘Retrieve Timecard
Data from OTL to EAM’ for audit purposes and tracking. This is the same logic as used
in the OTL to Projects accounting integration.
3.3.5.19. Provide Asset Search Features to Self-Service Work Request User

This customer driven enhancement enables support for asset search features for the
responsibility ‘Self-Service Work Request User’. The ‘Assets’ tab was added to the
‘Self-Service Work Request User’ responsibility to allow asset search. Users can also
now view the Asset Hierarchy and allow create/view Work Request by selected Asset.
3.3.5.20. Contingent Worker Support

This customer driven enhancement supports adding contingent workers as resources in
eAM pages including Work Order, Safety Clearances, and for Time-Entry. A contingent
worker can now be added in HR as a person ‘Type’ and, subsequently, added as a
resource in an eAM department on a bill of materials. Contingent workers work for
companies on a non-permanent basis and can include consultants or outside contractors.
This is a very common practice in maintenance.
3.3.5.21. Asset Hierarchy Page Improvement for Asset Node Selection

This customer driven enhancement improves the usability of the Asset Hierarchy page
drill down by keeping focus on the asset selection node when there are multiple levels of
the assets. The page refresh issue with the tree node selection has been resolved to make
it easier for working with asset configurations.
3.3.5.22. Allow Duplicate Activities in Construction Estimate Creation

This customer driven enhancement allows the same Activity to be added to the
same Construction Estimate (CE) multiple times. This provides customers with
the flexibility of using the same CE as a template but tweaking aspects of it such
as ‘Difficulty Code’ to address specific requirements of the project. The system
will automatically generate the operation sequence numbers.
3.3.5.23. View Cost Estimate and Descriptive Flex Field in Construction Estimate
Search Results
This customer driven enhancement added a new column ‘Cost Estimate’ in the
Construction Estimate (CE) search result and added CE Descriptive Flex Field
(DFF) columns in the View Object of the search result page. Users can
personalize to add their relevant DFF columns to the page. When comparing
various CEs, viewing the Cost Estimate is key. Viewing the additional CE DFFs
is also important as different customers want to be able to track and compare
different attributes associated with the CE.
3.3.5.24. Work Order Operations and Material Descriptive Flex Field Support in
Construction Estimate
This customer driven enhancement added a Descriptive Flex Field (DFF) icon to
the Work Order Operations on the Construction Estimate (CE) page, provided the
ability to create/update/view operations/materials DFF on the CE page, and
allows the Maintenance BOM/Maintenance Routing DFF to be copied to the CE.
By improving the creation of the CE, these changes improve the usability of the
CE capability.
3.3.5.25. Choosing Work Order Department in Construction Estimate

This customer driven enhancement added the ‘Owning Department’ field to the
Construction Estimate (CE) page. The Work Order Department is sourced from
manually entered value, then the Asset owning department, and finally the eAM
Parameters. From an overall responsibility, customers want to know who the
‘Owning Department’ is for the Work Orders included in a CE.
3.3.5.26. Maintain Order of Activities in Construction Estimate

This customer driven enhancement maintains the order of the Activities entered
manually on the Construction Estimates page or via Construction Units. The user
decides the sequence as part of the planning and this enhancement will maintain
that sequence of Activities.
3.3.5.27. Add Resources and Items to Existing Operations in Construction
Estimate
This customer driven enhancement provides the ability to add new
resources/materials to existing operations in a Construction Estimate (CE) page.
When adding new resource/material, the system will default the operation
description, department, etc. which is consistent with the behavior on the Work
Order screen. Both the ease of use and consistency with other pages, help with
overall usability.
3.3.6. Release 12.2
3.3.6.1. Work Clearances

Oracle eAM’s support for Safety Management continues to be enhanced with the
introduction of Work Clearances. Work Clearances provide a control document to help
ensure the shutdown and startup of isolated equipment. Work Clearances are designed for
use by both operations and maintenance. A Work Clearance can be initiated by operations
or maintenance and then associated with one or many work orders or work permits. For
additional control, users can apply a user defined approval cycle to the work clearance
using AME. Work clearances can be associated with an individual piece of equipment or
an area. Users can easily create new clearances or copy an existing clearance. There are
also configurable reports for Safety Management.
As with many safety related features that enforce regulations, it is difficult to measure the
‘value’ of preventing an injury or saving a life. But features such as Work Clearances help
save the users administrative lead time required to create and manage this aspect of safety
management.
3.3.6.2. Preventative Maintenance (PM) Work Order Prefix

A new Oracle eAM parameter has been introduced to define a prefix, ‘PM Work Order
Prefix’, for Preventive Maintenance (PM) Work Orders. This parameter will help users
visually differentiate PM Work Orders from manually created, reactive work orders. It
will also be useful in querying, sorting, and reporting on different types of work.
3.3.6.3. New Planner Field and Work Order Defaults

This customer driven enhancement includes the addition of a new ‘Planner’ field to Work
Orders and support for adding default values for the following Work Order fields: ‘Work
Order Type’, ‘Firm’, ‘Planned’, ‘Notification Required’, and ‘Planner’. ‘Planner’ is
based on a user lookup value and provides easier reporting based on maintenance planner
data. Default values increase the usability of the system by increasing the user efficiency
in creating new records.
3.3.7. Release 12.2.4
3.3.7.1. Linear Asset Management
This release enhances Oracle eAM’s support for Linear Asset Management to address
requirements in industries such as Oil & Gas (pipelines), Utilities (transmission and
distribution lines), and Public Sector (roadways, rails). Significant changes have been
made in Asset Definition, Work Definition / Execution, and Spatial Integration to support
linear assets maintenance. Although these changes were made with linear assets in mind,
many of the new features may be applied to discrete assets, as well.
When creating a linear asset in eAM, a user can attach a Linear Reference Method,
optionally define a Linear Asset Segment, and map the asset / segment to the GIS route or
geometry. Linear asset attributes from GIS domain such as Properties and Elements can be
defined and associated to the assets so that they can be used as reference details while
planning and executing maintenance work on them.
Using user-defined ‘Relationships’, linear assets can be related to other linear assets and
discrete assets. Relationships can be used for modeling asset networks and for tracking the
asset configuration changes. Asset cost roll-up has been enhanced to provide the visibility
of all related assets for a chosen relationship type such as network.
A new page, ‘Linear Asset Workbench’, has been provided to allow users to set up and
view the linear assets with all these new entities such as Linear Reference Method,
Segments, Elements, Properties and Relationships.
A map workbench has been provided for visualization of linear assets and work orders on
map. Following are some of the map actions that will help users for locating assets and
work orders on map and initiate actions on them:
• Locating assets in a circle or polygon area of map

• Locate assets and work orders using reference points
• Dynamic segmentation of asset from map
• Locate assets by measure values
• Perform asset, work order search on map
During Work Order creation and execution for linear assets, the user will be able to
capture linear measure values in self-service and from dynamic asset segmentation done in
the map workbench. Support has also been provided for multiple asset work orders by
enhancing the asset route feature. Work Order completion has been enhanced to support
capturing of actual span of work carried out on linear assets.
For GIS Integration for linear assets, this release supports ESRI and Oracle Spatial
systems. This enables multiple GIS integration options including:
• ESRI
• Google Maps / elocation with Oracle Spatial
• Custom GIS with Oracle Spatial
Rest API and Business Events are provided that can be leveraged by customers for GIS
and EAM systems’ data integration.
3.3.7.2. Asset Route and Costing Enhancements

This release brings in a number of eAM functionality improvements around Asset Route
and Asset & Work Order Costing. These features are applicable for discrete assets, as
well as linear assets.
Asset route definition has been enhanced with the following features:
• Flexibility in Asset Cost distribution for asset route
• Sequence Numbering of member assets
• Setup controls for asset route update at work order level
With the objective of supporting multiple asset work orders the following
enhancements have been added to asset route work order:
• Ability to create dynamic Work Order Route
• Flexibility in Asset Cost distribution at work order level
• Enhanced Quality Results capture for Route Assets
Following are the Costing enhancements that have been carried out:
• Update Work Order Asset Number after WO Release / Transactions
• Asset Cost drill-down to include Route Work Orders
• Asset Cost Roll-up based on Relationships
3.3.7.3. User Experience Improvements
As part of our continued efforts to improve the user experience in Oracle eAM, two
types of enhancements are being addressed in this release: (1) non-intrusive changes to
the pages to insure consistency in labels and column position and (2) making specific
Forms based functions available in Oracle Applications Framework (OAF).
On the Work Order pages, naming/spelling updates to field labels and columns were
implemented. Label changes were made to Operations and Materials tabs/regions for
consistency. On applicable pages, Employee was relabeled ‘Person’ to reflect the
introduction of Contingent Worker made in an earlier release.
The ‘Generate PM Work Orders’ concurrent function will be available as a sub-tab off
the Work Orders tab in OAF. A new ‘Reports’ tab is now available from the
Maintenance Super User responsibility enabling the submission of all eAM Reports
including the Material Issue Pick List Report from OAF.
3.3.8. Release 12.2.5
3.3.8.1. Linear Asset Management Functional Enhancements
Linear Asset Management functionality has been further enhanced in Release 12.2.5
to support the lifecycle tracking of asset segments and to allow flexibility in data
mapping for the Electrical Utility industry.
Following are the Linear Asset Management functionality enhancements:
- Linear asset segments versioning support

- Non-Measure based GIS route mapping (For Electric Utilities)
- Relationship enhancement with ‘Network’ type
- Express Work Order Support for LAM: The Linear Details capture has
been enabled for express work orders. This allows users to make use of
express work order functionality for any unplanned and after-the-fact
work that is carried out while maintaining linear assets.
o
3.3.8.2. Map Workbench Enhancements for Improved Search & Usability

The Map Workbench has been improved with additional search options and better
navigation flow while using it seamlessly for maintenance visualization and actions.
Following are the enhancements to the Map Workbench:
- ‘Map All’ navigation support for Assets, Work Orders

- Discrete Assets visualization on Map
- Additional search attributes for Asset, Work Order and Linear data
- User Interface Improvements of Map Workbench with more map space
for viewing
- Map Visualization setups for controlling display properties of Assets,
Work Order and Linear Data
3.3.8.3. API and Business Events support for GIS and EAM integration
The following APIs and Business events have been supported for the system
integration between EAM and GIS systems:
• REST APIs for GIS to EAM integration
– Create Asset
– Manage Asset Status
– Manage Linear Attributes (Property, Element, Relationship)
• Business Events for EAM to GIS integration
– Asset Status Update
– Linear Attribute Changes
– Work Order Linear Details changes
– Work Order Status update
3.3.8.4. User Experience: HTML Asset Definition

This release enhances support for defining assets, providing a “quick create” from the
html Assets page. A new pop up has been provided to allow the Maintenance Super User
to define Capital Assets, Rebuildable Assets and Asset Routes. Linear Assets can also be
identified in this creation process. As with Forms based Asset Definition, templates
associated with the selected Asset Group can automate the assignment of maintenance
Activities, Meters and Preventive Maintenance Schedules. Asset members on the Asset
Route can be defined from the Manage Asset Route function, delivered in R12.2.4. Once
an Asset, Rebuildable or Asset Route is defined, edits can be performed using the
respective Forms based functions.
3.3.9. Release 12.2.6
3.3.9.1. Work Order Package Printing using AutoVue

This feature supports the Work Order Package printing when AutoVue is installed in the
application instance. Please note: An extra license required for AutoVue printing. The
Work Order Package consists of the Work Order Details Report and the file attachment
contents that are added to the work order headers. Using this option, users can print
multiple work orders and their respective attachment contents as a work order package.
3.3.9.2. Calendar based Preventive Maintenance (PM) Scheduling

Calendar based scheduling is a new rule type that is supported during PM schedule
definition. Using this feature, PM rules can be setup with different frequency options of:
Weekly, Monthly or Yearly. For example – Recurring PM Work Orders can be generated
once in 4 weeks on a specific day of the week, say Monday, using the ‘Weekly’
frequency option.
3.3.9.3. Linear Asset Management Enhancements

Linear Asset Management and GIS Integration features of EAM have been enhanced
with the following new features:
- Asset Route Work Order Enhancements
o Asset Route Work Orders have been added with the ‘Linear Details’
region, to list the member assets and their respective linear segment
details. This feature enables inspection work order creation for multiple
linear assets or a list of assets containing both discrete and linear assets.
- Multiple Work Order Creation from Map Workbench
o ‘Create Work Order’ action Map Workbench can be used for creating
separate work orders on each of the selected assets. Optionally, users
can enter the common attributes for all the work orders such as Status,
Priority, Work Order Type from the Map Workbench.
- Dynamic Asset Route and Work Order Creation from Map Work bench
o This feature supports selecting a number of assets from the Map
Workbench and assigning them to a pre-defined asset route to create a
dynamic asset route for work order creation. This will help users to
create a work order route from the Map Workbench and use them for
executing work on multiple assets.
- ESRI Integration Enhancement for Feature Class Access Control
o ESRI Integration has been enhanced by the addition of Feature Class
Access Control at the Map Manager setup. This functionality provides
the option to specify the responsibilities, users who can access the
Feature Class at Map Workbench. This will help to improve the
segregation of functional areas and also to optimize the Map
Workbench performance.
3.3.9.4. Move Order Approval for Maintenance Material Requests

When EAM work orders are added with material requirements for planner controlled
items, the move order will be routed for approval by the planner. This ensures better
control of critical and high-value spares that are allocated and issued to work orders.
3.3.9.5. Interface Operation Attachments to Purchase Requisitions

This feature enables the interfacing of Operation attachments from work orders to
Purchase Requisitions which are created for the direct item requirements from suppliers.
This helps to communicate the technical specifications, drawing details related to the
maintenance work order to Purchasing.
3.3.9.6. Change of Asset Group for Asset Numbers

The change of Asset Group for Asset Numbers is supported with a set of validations and
rules to retain the asset’s work and cost history intact despite the asset group update. This
feature can be used whenever there is a need to update the asset group based on the asset’s
lifecycle changes or simply to rectify the error in asset definition or data migration
process.
3.3.9.7. Enable Work Order Target Dates

Target Start Date and Target Completion Date can be enabled for work orders, to keep
track of the work accomplishment KPI targets. This feature also helps in converting the
work request dates to work order effectively.
3.3.9.8. WebADI Support for Create/Update Assets, Asset Attributes

The WebADI feature is enabled for Asset Number Creation and Update & Asset
Attributes entry, update by two different templates. This feature enables off-line and mass
management asset number details and attributes.
3.3.9.9. Apply Setup Templates on Existing Assets

The setup templates related to assets such as Activity, Meter and PM templates can be
applied on already created assets using a concurrent program. This process helps to
instantiate new setups like activity association on a group of existing assets at one go,
instead of creating them individually for each asset.
3.3.9.10. User Experience: HTML Asset Update
In R12.2.5 – users were provided with an option to create Assets using an HTML pop-
up page and any updates needed after creation of the asset were be done using the Asset
Definition Form.
In this release, R12.2.6 – in addition to being able to create an Asset, users can view
and update any of the Asset’s attributes using HTML pages. The following asset details
can be viewed and updated from the HTML page:
• Asset Details like Owning Department, WIP Accounting Class, Area etc.,
• Activity Association
• Asset Attributes
• Meter Association
• Fixed Asset, Production Equipment Associations
• Property Management Association (View Only)
• Safety Management Setups
Notes:
• The ‘Define Asset Number’ form is still available for Customer to create, view,
and update Assets.
• This HTML Asset Update feature is applicable for Rebuildable Assets and Asset
Routes also.
3.3.10. Release 12.2.7
3.3.10.1. Work Order Mass Management

EAM Self-service is enhanced to include a Work Order Mass Management page for
allowing status updates for multiple work orders all at once. The updates can be into
different work order statuses including user-defined statuses. Mass Release, Mass
Complete or Mass Cancellation of work orders can be performed using this new
page.
3.3.10.2. Generate Preventive Maintenance Work Order Report

Work orders generated from the Generate PM work order concurrent program can
now be reviewed in a report. This report provides the details of Asset Activity,
scheduled dates and work order status as output from the same concurrent program
that is submitted to generate the work orders. This report is available from both
Forms and Self-service pages.
3.3.10.3. Option to define Operation Completion as Mandatory

Operations in a work order can be defined as mandatory ‘completion-required’ using
a new attribute. This ensures that planners can define critical operations of a work
order as mandatory-for-completion and it will be validated when work order
completion happens.
3.3.10.4. Add Supplier Details for Work Order Direct Items

In addition to existing detail of Supplier Name, additional information related to the
supplier such as Supplier Site, Contact Name and Phone can be added during the
direct items purchase for maintenance work orders. These details entered for direct
items (Description based and Non-Stock items) will be interfaced with the purchase
requisition.
3.3.1. Release 12.2.8
3.3.1.1. Asset Criticality Information for Work Order and Work Request
A new field, asset criticality has been added to the work order and work request
flows in self-service pages and in the work order detail report. This field defaults
from the asset setup and it is available in create, update, view pages and search
results table. With this option, users can prioritize and plan the work based on asset
criticality code.
3.3.1.2. Add Work Order Completion Comments

A new field for entering Work Order Completion Comments is added to Complete
Work Order and Express Work Order pages. This avoids the need to manage flex-
fields or Quality Collection Plan setups for adding notes/text information to work
order completion data.
3.3.1.3. Display Shutdown details in Work Order Self-Service pages

Shutdown Details entered during work order, operation completion are displayed in
self-service pages. This avoids the need to navigate to Asset Down status form to
view the shutdown data.
3.3.1.4. Multi Language Support for Failure Data

Multi lingual support is enabled for Failure, Cause and Resolution description fields.
Same failure code can have descriptions in different languages to help organizations
using single instance for global implementations. User in work order screen can see
the failure description in session language provided translation is available. Also,
Define failure codes page has been updated for better usability and standardization.
3.3.1.5. Multi Language Support for Asset Status

Multi lingual support is enabled for Asset/Instance status from self-service and forms
pages. Same asset status name and description can be maintained in different
languages. Asset status will be shown in user session language if translation is
available.
3.3.1.6. Cancel Work Request upon Work Order Cancellation
Cancellation of work request is made automated when associated work order is

cancelled based on the profile option setup. A new profile option ‘EAM: Work
Request Cancel Options’ is added with below values and the behavior of values is as
follows.
Cancelled: When work order is canceled, work request will also be canceled & work
order association will be retained
Awaiting Work Order: When work order is canceled, it will be disassociated from
work request & Awaiting Work Order status will be updated for Work Request. This
allows to reuse the work request in associating to another work order
Null: No changes to Work Request status– Current behavior will be retained
Note: Default value for the profile option is ‘Null’, for automatic update of work request
status the profile option value should be setup as ‘Cancelled’ or ‘Awaiting Work Order’.
3.3.1.7. Open Work Orders Dashboard

As part of Oracle Enterprise Asset Management Command Center features, Open Work
Order Dashboard has been added to EAM Self-Service Work Orders tab.
For more details, refer to the ‘Oracle Enterprise Asset Management Command Center’
section of this document.
3.3.1. Release 12.2.9
3.3.1.1. AME Approval for Work Requests

This feature provides the ability to add an AME workflow for Work Request
Approvals. New transaction type ‘EAM Work Request Approval’ has been created to
support this workflow along with a new parameter for Work Requests in the EAM
Parameters window to ‘Enable AME Approval Workflow’.
Prior to this release, Work Request approval flow was supported by the Department
Approver setup. This feature extends AME approval workflow through the Work
Request Approval process.
3.3.1.2. Multiple rebuildable quantities at material issue

This enhancement provides the ability to allow the user to issue more than one quantity
of a rebuild item in the same transaction. Both one step and two step material issue
transactions can be performed with multiple quantities of rebuild items. The Replaced
Rebuild Details region will be disabled for such transactions.
Prior to this release, rebuildable items were restricted to issue quantity of one, even if
replaced rebuild details were not entered. This enhancement makes it easier for
performing rebuildables installation in asset hierarchy through a work order when the
issue transaction does not require replacement of existing rebuildables.
3.3.1.3. Additional Description in Work Order
This feature allows the user to enter up to 2000 characters in the Work Order
description field. To achieve this functionality, a new field ‘Additional Description’ has
been added in the Work Order create, update and view modes. Work Requests that
have a description more than 240 characters will be copied to the new description field
while creating a Work Order from a Work Request. The new ‘Additional Description’
field will be printed on related Work Order documents.
Prior to this release, users could enter up to 2000 characters in the description field on
Work Requests. When the Work Request was copied to a Work Order the description
was truncated to 240 characters.
3.3.1.4. Parent Asset Association through WebADI Update
This enhancement updates the Asset Number Web ADI template to support
associations to parent asset numbers. Uploading new assets using the Asset Number
Web ADI template allows the creation of a new asset number and its association to its
parent asset number. It also allows the creation of a new parent asset number during the
asset creation/parent association process.
3.3.1.5. Asset Status in Self-Service Pages
This new feature adds the ‘Asset Status’ field into the Self-Service pages that display
Assets and Work Orders. By adding the ‘Asset Status’ field on the Asset Page, users
can now search for assets by asset status, see the asset status in the search results of the
assets screens and view the asset status in Asset View Page. By adding the ‘Asset
Status’ field into the Work Order Flow, users can now view the asset status while
creating, viewing and updating a work order.
This enhancement will help users to search for assets by status and know the current
status of assets from work order pages to plan work more efficiently.
3.3.1.6. Work Request Expected Resolution Date option

This enhancement provides the ability to default work request start and end dates based
on new setup introduced - Request by Date Setup. The setup page can be accessed from
EAM Parameters form. The setup allows users to define default Request by Start Date
and Request by Completion Date for work requests based on Work Request Priority
and Type. The default tolerances for work request dates will be applied during the
create/update of work requests.
With this feature, the expected service level agreements for maintenance requests can
be streamlined and communicated through work request dates.
3.3.1.7. Instance Status Filtering for EAM Asset Numbers

You can now decide if an Install Base Instance Status is applicable to EAM Asset
statuses. This enhancement provides the ability to make EAM asset statuses a subset of
install base instance statuses to differentiate maintainable assets from other types of
assets. This makes it easier to filter EAM specific assets statuses when prompted in
various screens: Creating and Updating Assets, Asset Setups Simple Search, Advanced
Asset Search and pages related to Linear Assets.
3.3.1.8. GIS Integration and Map Workbench enhancements

GIS Integration of EAM is now enhanced to support Area or polygon assets. Area
based assets such as real estate layout or water bodies or forests can be visualized with
their boundary limits on the map.
Apart from area assets support, the Map Workbench is enhanced to provide the work
request related actions from the asset search results from this release.
3.3.2. Release 12.2.10
3.3.2.1. Asset Search enhancements for Express Work Order and Asset Route
A new action ‘Create Express Work Order’ is available using the asset search results
to provide easier access to express work order creation functionality.
A new field ‘Attached Asset Route’ is added to the Asset Details page. This field is
added with a pop-up as ‘Asset Route Details’ which shows the asset routes to which the
asset is attached.
3.3.2.2. Asset Hierarchy Search and Access Enhancements

The Asset Hierarchy page has been enhanced to show the root asset number or top
level parent for child assets. The Root Asset Number field allows navigation to the top
level parent asset details page, which improves the access to the complete asset
hierarchy.
An asset advanced search has been added with new criteria ‘Parent Asset Number’ to
fetch immediate child assets for any given parent asset. The parent asset number field
in the search criteria will fetch only assets that have at least one child asset.
3.3.2.3. Work order search by Operation Completion Status

The work order advanced search is enhanced with a new attribute ‘Operations
Completed’, using values All, Partial and None as search criteria.
This allows to search work orders by operations completion status.
3.3.2.4. Work order search with purchasing information

This feature provides the ability to search for Work Orders based on Purchase Orders
and Purchase Requisitions created for the material requirements of Non-Stock and
Direct Items.
Search criteria of ’Purchase Order’ and ‘Purchase Requisition’ are added to simple and
advanced search for work orders. It is possible to search and select Purchase
Requisitions and Purchase Orders based on different related parameters like Item, Item
description, Supplier and Buyer etc.
3.3.2.5. Work Order Hierarchy Search and Quality Integration Enhancements

New search criteria ‘Scheduling Parent Work Order’ is added to the Work Order
advanced search. This allows to search and get all the scheduling child work orders for
a given parent work order. It helps to plan and perform scheduling or update actions on
the entire work order hierarchy.
Work Order and Work Request search have been added with criteria ‘Source Work
Order-Quality’, and ‘Collection Plan for Quality Triggered Work Order’.
These parameters are based on Quality integration data, which allow users to search by
originating or source work order through which Quality triggered work orders or work
requests have been created. The traceability link between original work order and
quality action resulted work order/work request is established by using the quality
integration data.
It is also possible to search by the Collection Plan Name, to fetch all the work
orders/work requests that were created by quality trigger action, using the collection
plan.
3.3.2.6. Organization Specific Work Order Status

The Work Order status definition has been enhanced to support organization
assignment. Based on the organization assignment, work order status values are
enabled for each organization.
This feature provides flexibility to maintain different status values for work orders in
different organizations, based on respective business process.
System statuses are mandatory for all organizations and Organization Assignment
feature is applicable only for user defined statuses.
3.3.2.7. Employee Assignment for Work Orders

A new sub-tab ‘Employee Assignment’ is added to the Work Orders tab in the
Maintenance Super User responsibility. This new page allows Employee Assignment
action to be performed for multiple work order – operations at the same time.
Search attributes with Preventive Maintenance criteria like PM Set and PM Schedule
allow to search for all work orders pending employee assignment and assign employees
to them. Mass Assignment of employees can be done for multiple work order –
operations through the results table level action of ‘Assign Employee’.
The Employee Assignment page provides a Work Order Operation based view -
allowing direct access to the resource start/end dates to proceed with employee
assignment for individual work order operation or through multiple rows selected for
mass assignment.
3.3.2.8. Notification for Employee Assignment

When a new or update of an employee assignment has been made to a work order, a
FYI Notification can be sent to the user and serves as direct user communication on
work order assignments.
Operation assignment notifications can be viewed in My Worklist and an e-mail can
also be sent to the employee based on setup.
The My Worklist window allows navigation to the details page with more information
on work orders and operations.
3.3.2.9. Operation Completion Metric for Work Orders

A new column ‘Operations Completed’ is added to the work order search results that
displays a work order level metric with number of operations completed out of total
operations.
The Work Order Statistics region in update work order page shows the operations
completed metric details.
The Work Order Details page - Operations tab is added with Completed Yes/No status
column for better indication of completed operations.
This feature also enables tracking of task accomplishment for work orders.
3.3.2.10. Work order completion comments

The existing work order completion comments field is expanded to allow entering up to
2000 characters.
This is updateable in the Work Order completion and Express/Debrief work order
pages and displays in the Work Order details report.
3.3.2.11. Map Workbench enhancements

The GIS Integration based Map Workbench is enhanced to display multiple work
requests and work orders for assets on the map region.
This allows the graphical view of the work information on the map consistent with the
Located Work Requests and Work Orders search results table.
3.3.2.12. Update Work Order Material Requirement during Material Issue

Stores - Material Issue page has been enhanced to have the option of updating work
order material required quantity. This will ensure to update the material required
quantity after deleting remaining allocation of the material.
This feature at two step material issue process allows to synchronize the work order
material requirement to the net issued quantity of item. This simplifies the work order
update, initiated from material transaction itself.
3.3.3. Terminology
Term Definition
Asset Move Asset Move is one form of sub-inventory transfer of an item.

It is a process of moving or transferring between sub-
inventory locations or moving between organizations without
violating the rules setup at the organization level. Asset Move
can be performed with or without its asset hierarchy.
Elements Elements are typically reference points in a linear asset
network that are used as markers / landmarks for identifying
asset location or work location.
The elements can be of both linear or point type. Elements

can be defined as ‘Labeled’, so that each of the element can
have a name attached to them.
Example: Mile Markers, Inspection Points (Point Type),

Fencing (Linear Type)
Emergency or Express Within a maintenance organization, work is usually defined
Work before it is released to the technicians for execution. The term
emergency work order in this document refers to a
maintenance job that is never defined in the system and was
in response to some kind of an emergency situation. Work is
often directly executed in such scenarios and later just
reported into the system.
Geocode A Geocode (Geospatial Entity Object code) is a representation
format of a geospatial coordinate measurement used to
provide a standard representation of an exact geospatial point
location on the earth. For example, the format
(##°##'##"N, ##°##'##"W) indicates latitude, longitude of a
unique location on earth.
Isolation Disconnecting or making safe the device is known as
isolation. This is accompanied by the tagging of the device to
let others know not to de-isolate the device. The purpose of
the establishment of isolation is to secure an asset or an area
to provide a safe working environment. The isolation
definition contains two parts, first the establishment
instructions and then the release instructions, the release
instructions are not necessarily the reverse of the
establishment instructions.
Latitude Latitude gives the location of a place on earth north or south
of the equator. Lines of Latitude are the horizontal lines
shown running east-to-west on maps. Latitude is given as an
angular measurement ranging from 0° at Equator to +90° at
North Pole and -90° at South Pole.
An example of a latitude in DMS (Degrees Minutes Seconds)
format is ##°##'##"N
Linear Assets Linear Assets in eAM can be either Capital or Rebuildable
assets. The linear asset will have start and end measure value
and a geometric profile associated to it from the GIS system.
Term Definition
Linear Reference Method Linear Reference Method is used representing linear assets in
terms of their measure unit, references for different axes and
their off-set measure units.
Lockout The placement of a lockout device on an energy-isolating
device, in accordance with an established procedure, ensuring
that the energy isolating device and the equipment being
controlled cannot be operated until the lockout device is
removed.
Longitude Longitude is the east-west geographic coordinate
measurement. Longitude is given as an angular measurement
ranging from 0° at the prime meridian to +180° eastward and
−180° westward.
An example of a longitude in DMS (Degrees Minutes
Seconds) format is ##°##'##"W
Properties Properties for linear assets are used to pre-define the asset
attributes and to store their values with reference to the
measure values of occurrence.
The properties of a linear asset can be captured for a length or

at a point.
Example: Diameter of Pipe – 1 Meter, Flow Rate of pipeline –

100 gallon / Hr.,
Relationships Relationships allow users to create different relationship types
that can be used to relate assets. Linear assets can be related to
other linear assets or discrete assets using the Relationship
types.
Relationships also can be created as both of type Linear or

Point.
Example: Intersection (Point Type), Parallel (Linear Type)

Sub-Inventory Transfer Sub-Inventory Transfer is one type of transfer of an asset. It is
a process of moving or transferring between sub-inventory
locations without violating the rules setup at the organization
level. Asset Move can be performed with or without its asset
hierarchy. (e.g.: from Stores to Spares)
Tagout The placement of a tagout device on an energy isolating
device, in accordance with an established procedure, to
indicate that the energy isolating device and the equipment
being controlled may not be operated until the tagout device is
removed.
Work Clearance A work clearance defines an isolation of an asset or an area
for a defined amount of time. A work clearance can be based
on a pre-defined isolation.
Work Permit Enables a certain type of work on the isolated equipment,
examples of permits include hot work, confined space entry,
hazardous material handling etc.
3.4. Oracle Enterprise Asset Management Command Center
3.4.1. Overview
The Enterprise Asset Management (EAM) Command Center feature provides dashboards
that are part of the EAM self-service pages. The EAM Command Center consists of three
dashboards currently: Open Work Orders Dashboard, Assets Dashboard and Materials
Dashboard. They contain actionable insights highlighted through different metrics, charts
and results tables.
The Oracle Enterprise Asset Management Command Center feature is available at no
additional cost to licensed users of Oracle Enterprise Asset Management. It can be
applied to Release 12.2.4 and above.
3.4.2. Release 12.2.8
3.4.2.1. Open Work Orders Dashboard

The Open Work Orders Dashboard enables maintenance planners/supervisors to get an
overview of the status of work orders and their alert conditions (Material
Shortage/Schedule Delay/Cost Overrun/Shutdown Required / Failure) highlighted. The
dashboard allows selection and navigation based on alert type/values to pick the work
orders for review and to perform follow-up actions to resolve them by work order
updates.
The available refinements enable search for work orders using assets, work order
related attributes and work order schedule start horizons. Navigation to support Update
Work Order, View Asset Details and View Work Order Details actions are provided in
this dashboard.
3.4.3. Release 12.2.8+
3.4.3.1. Open Work Orders Dashboard with Approved Work Requests

The latest version of the EAM Command Center enhances the existing Open Work Order
Dashboard. New actions like print work order and export schedule have been added to the
work order results table. A new metric - Approved Work Requests has been added to show
work requests in awaiting work order status. This enables maintenance planners to create
work order or assign work order for approved work requests.
3.4.3.2. Assets Dashboard

The Assets Dashboard is a new addition to the self-service Assets tab. The Assets tab
highlights key metrics related to Asset Performance & Reliability. This dashboard displays
Preventive Maintenance Compliance Percentage, Failure Analysis metrics of Mean Time
Between Failures (MTBF) & Mean Time to Repair (MTTR), Downtime trend, Work Order
Cost details and all metrics are based on the work order history of assets.
Asset administrative actions like Create Activity from Work Order, Update Maintenance
Routing can be invoked from the results table for relevant records.
3.4.3.3. Materials Dashboard

The Materials Dashboard is a new addition to the self-service Stores tab. Material
availability details across organizations for MRO items is provided in the dashboard. Alert
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Enterprise Asset Management Command Center 36
conditions related to Work Order materials like Shortage, Unplanned Usage are highlighted
for material planners to review and resolve them.
Actions like Delete material allocations and Update BOM are enabled to manage allocations
across work orders and to optimize requirements based on work trend.
3.4.4. Release 12.2.9+
3.4.4.1. Open Work Orders Dashboard with flexfields for refinement

The Open Work Orders Dashboard is enhanced with additional refinement
capabilities. Descriptive Flex Fields have been added to available refinements and
work request attributes have been added to refinements as part of multiple data set
support.
3.4.4.2. Assets Dashboard with flexfields and asset attributes for refinement
The Assets Dashboard is enhanced with additional refinement capabilities. Item
instance Flex Fields have been added as part of available refinements and Asset
Attributes have been added to asset search criteria as part of multiple data set support.
3.4.4.3. Materials Dashboard with Work Order attributes for refinement

The Materials Dashboard is enhanced to display materials result table at item level for
improved visibility of the work order bill of materials. Work order attributes have
been added to available refinements as part of multiple dataset support.
3.4.5. Release 12.2.10
3.4.5.1. Operations Data set for extension support

The Open Work Orders dashboard has been added with a new data set comprising of
operation level details. This feature allows the customers to extend the dashboard
with operation details as required for their business needs.
3.4.6. Release 12.2.10+
3.4.6.1. Asset Dashboard Performance Improvements

A new dataset ‘Work Order Assets’ is added to Assets dashboard, to improve data
load performance and to allow refinements with work order attributes.
3.4.6.2. Open Work Orders Dashboard Usability Improvements

Usability improvements implemented in work orders dashboard are - Schedule delay
metric update, View number of attachments in a work order, Colour pinning for alerts
in chart etc.,
3.4.6.3. Materials Dashboard Usability Improvements

Inventory on-hand dataset is added and associated to materials dashboard, this helps
in improved visibility and refinement of on-hand information at locator level.
New refinement attributes Material issue date, month and year are added to the
dashboard. This helps to refine and view the list of work orders by material issue
transaction periods.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Enterprise Asset Management Command Center 37
3.5. Oracle Enterprise Asset Management Information Discovery
3.5.1. Overview
By delivering targeted, user-centric experiences in a scalable way, Oracle Enterprise Asset
Management (eAM) Information Discovery is a game changer. With the Information
Discovery’s Guided Navigation, Google Like Search, Tag Clouds, Range Filters, Metrics and
more, Oracle Enterprise Asset Management Information Discovery lifts the user experience to a
new level. It turns raw data into accessible, usable information for discovery – information that
is the basis for action. This data can be unstructured (as in Descriptive Flex Fields) and/or span
multiple eAM Organizations. Oracle eAM Information Discovery also has native application
support for mobile tablets.
3.5.2. Support Update
• Oracle Premier Support for Oracle E-Business Suite Information Discovery Plus products
will end on December 31, 2021.
• Effective January 1, 2022, both 12.1 and 12.2 versions of the Oracle E-Business Suite
Information Discovery Plus products will move into Sustaining Support.
• Similar capabilities are available at no additional cost in Oracle Enterprise Command Centers
and other standard Oracle E-Business Suite 12.2 functionality.
• For more information, see the Oracle Lifetime Support Policy: Oracle Applications
3.5.3. Release V4
3.5.3.1. Work Orders Area

Within the Information Discovery Work Orders area, Oracle eAM users can quickly view
their work order count, total maintenance cost, failure count, as well as various other
maintenance related matrices. By viewing Work Orders across maintenance organizations
and identifying resource overloads, companies can improve resource efficiency by
optimizing resource assignments. Oracle Enterprise Asset Management Information
Discovery allows users to get a summary view of their maintenance effectiveness across
the enterprise which helps in identifying bottlenecks and streamlining maintenance
processes. Information Discovery’s ability to search data supports key maintenance
decisions such as ‘repair vs. replacement of assets’ ultimately controlling maintenance
costs.
3.5.3.2. Work Requests Area

As with the Work Order area, Oracle Enterprise Asset Management Information
Discovery provides users with a visual summary of work request count by type, by asset,
by asset criticality. Effective asset management starts at the point of failure which is often
captured in a Work Request. The information discovery derived from Information
Discovery enables quicker response and better over-all service provided by maintenance.
3.5.3.3. Assets Area

The ability to view and compare assets across organizations, easily identify assets with
high maintenance costs, analyze asset maintenance cost are essential for maintenance
personnel to improve maintenance planning and increase asset utilization. The
Information Discovery also provide for searching by extended asset attributes as well as
attachment text which is useful when trying to lookup assets by characteristics or usage.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Enterprise Asset Management Information Discovery 38
3.5.3.4. Material Area
With the new Oracle Enterprise Asset Management Information Discovery, users can view
spare parts availability across organizations and use the information to effectively plan
work based on material availability and reduce costs by making sourcing decisions to
prevent excess inventory. Knowing where to find the right part for a particular repair or
job, saves maintenance time and money and increases customer satisfaction.
3.5.4. Release V5
3.5.4.1. User-Definable DFF Search

With this new release of Information Discovery, users will be able to search user-
definable, Descriptive Flex-Fields (DFFs). Many customers use DFFs to capture
information specific to their environment or industry that Oracle eAM does not support
out-of-the-box. (This will not support Asset Attributes.)
3.5.5. Release V6
3.5.5.1. Enhanced Work Order and Asset attributes

Work Order attributes have been enhanced to include: Material Shortage, Material
Shortage as of Date and Active Warranty. Additionally, a new column set, Warranty, has
been added, displaying all Warranty related attributes in the Work Order Results Table.
Asset attributes have been enhanced to include: Operations Log and Check in Status.
3.5.6. Release V8
3.5.6.1. Cost Analysis based on Failure Information

The Assets Overview Information Discovery page has been added with two graphs for
Failure Cost Analysis and Failure Cause Cost Analysis. These graphs help in analyzing the
cost implication for asset failures. Cost of failures by Failure Code, Cause Code, Resolution
Code, Asset Group and Accounting Period can be analyzed using this page.
3.5.6.2. Advanced Search

The advanced search feature enables extended search option to the Maintenance
Information discovery pages, which includes:
• Partial search for value – Perform keyword searched across attributes
• Partial search for record – Perform keyword search against specific attribute
value
• Partial search with Boolean expression
• Wildcard search – Search with asterisk (*) with leading, trailing and both
• Exclude, Select all at attribute level
• Show more - Option when there is more data for given search parameter
Advanced search feature is enabled for all the existing information discovery pages -
Home, Assets, Work Requests, Work Orders and Stores.
Wildcard search has been enabled for 15 attributes such as Asset Description, Work
Order description, Item description.,
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Enterprise Asset Management Information Discovery 39
3.5.6.3. Asset Number flex fields support in Refinements
Asset Number / Item Instance flex fields have been added to available refinements. This
allows users to refine the information discovery content based on Asset Number flexfield
values in Maintenance Home, Assets, Work Requests and Work Orders Information
Discovery pages.
3.5.7. Release V9
3.5.7.1. Operation Attachment in Result Table

Attachments added in work order operation are made available as attachment text in
information discovery operations result table. This is similar to the work order attachment
text available already. Apart from view of attachment, it also allows to refine results based
on attachment text content.
3.6. Oracle Mobile Maintenance for Oracle E-Business Suite

3.6.1. Overview
With Oracle Mobile Maintenance for Oracle E-Business Suite, maintenance technicians
can view and execute maintenance work on the go.
Oracle Mobile Maintenance for Oracle E-Business Suite is compatible with Oracle E-
Business Suite 12.1.3 and 12.2.3 and above. To use this app, you must be a user of Oracle
Enterprise Asset Management, with mobile services configured on the server side by your
administrator. For information on how to configure mobile services on the server and for
app-specific information, see My Oracle Support Note 1641772.1.
Note: Oracle Mobile Maintenance for Oracle E-Business Suite is available in the
following languages: Brazilian Portuguese, Canadian French, Dutch, English, French,
German, Italian, Japanese, Latin American Spanish, Simplified Chinese, and Spanish.
3.6.2. Mobile Release 1.0 – Client Version 1.0.0
3.6.2.1. View and Execute Maintenance Work

In its initial release, Oracle Mobile Maintenance for Oracle E-Business Suite lets you
view and take action on work orders and work requests.
• View and complete assigned work, including issuing material and charging time
• View and search work orders and assets
• Complete operations and work orders
• View asset summary including work history, failures, meter readings, quality
plans and location
• Record asset meter readings
• Enter new quality results as well as view existing quality information associated
to assets, operations and/or work orders
• Create simple work orders and work requests
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Mobile Maintenance for Oracle E-Business Suite 40
3.6.3. Mobile Release 2.0– Client Version 1.1.0
3.6.3.1. Mobile Foundation Updates

• Improvements in login and configuration flow
• Ability to change server URL without reinstalling app
• Diagnostics improvements
3.6.3.2. Accessibility Improvements

There are accessibility improvements in the Mobile Maintenance smartphone application:
• Improvements in contextual tab bar, springboard, error/warning messages
• Voice over improvements.
3.6.4.1. Android Support

In previous versions, Oracle Mobile Maintenance for Oracle E-Business Suite was
available only for iOS devices. Starting with version 1.2.0, the app is now available for
Android devices as well.
3.6.4.2. Mobile Foundation Release 3.0 Updates

• Changes to support both iOS and Android with the same client code
• Ability to update server URL from Connection Details page
3.6.5.1. Mobile Functional Release 4.0 Updates
• Support for Quality Plans collection

• Support for creating work order for Rebuildables while Issuing Material
• Enabled additional filtering capabilities in Settings page

• Support for enterprise distribution
• Customization support for corporate branding
• Support for Web SSO authentication to delegate authentication to Oracle Access
Manager (OAM)
3.6.5.3. Mobile Translation Release 4.0 Updates

This app is available in the following languages: Brazilian Portuguese, Canadian
French, Dutch, English, French, German, Italian, Japanese, Latin American Spanish,
Simplified Chinese, and Spanish.
3.6.6.1. Mobile Functional Release 5.0 Updates
• Enhanced Quality plan functionality to enable updates of quality plans
• New capability added to display existing attachments, and upload pictures for
existing work orders, operations, work requests, assets and quality results
• Ability to upload of asset-related pictures from mobile phone library

• Support for user installation and usage metrics for Administrators
• Uptake of Oracle Mobile Application Framework (MAF) 2.2.2
• Updated look and feel for selected App interactions
3.6.7.1. Quick Complete Operations
When users select the Work Order view from the spring board – they can view the list of
Operations for that Work Order. By swiping left on an Operation, a Quick Complete
icon is presented which the user can use to complete the Operation. In prior releases –
users could only view the list of Operations and could not take any actions on them.
3.6.7.2. Self-Assign Operations during Work Order Creation
When creating a Work Orders an option is presented to the user to be able to select ‘Self
Assign Operations’ to ‘Yes’ or ‘No’. A value of ‘Yes’ would automatically assign the
Operations that get created as a result of creating that Work Order to the user creating
the Work Order. A value of ‘No’ would create the Operations with the default
assignment rules.
3.6.7.3. Other Functional enhancements

• Work Orders
o Sort by WO Number
o Enter Reconciliation Code when completing WO
o Enter Priority, Shutdown Type, Self-Assign Operations when creating
WO
• Assets
o Sort by Asset Number, Asset Area
o View Asset long description
• Ability to open links to external websites within the app on Android devices
• Updated look and feel, including native look and feel for action sheets on iOS
devices
• Ability to easily clear user credential fields in the Sign In page
• Technical updates with uptake of Oracle Mobile Application Framework (MAF)
2.3.1
3.6.8.1. Self-Assign My Department’s Work
The Operations screen has been enhanced to show a user’s entire work for their
department (called My Department’s Work) along with their existing work. A
maintenance user can view their department’s work queue and self-assign work by
swiping the operation. While self-assigning the operation, the Mobile Maintenance app
prompts the user with an alert if it overlaps with the maintenance user’s existing work
schedule. After successful completion of self- assignment, the operation appears under
the user’s My Work queue and allows them to begin work.
3.6.8.2. Calendar view for operations
A new function called ‘My Calendar’ has been added under the spring board and allows
the user to view the operations assigned in a calendar view. My Calendar has three
views: List View, Day View and Month View, each of which shows the operations
information and improves user productivity. Maintenance users can easily navigate to
the operation details by clicking on the operation and perform the actions available.
3.6.8.3. Serialized item scan and enhanced material issue screen
The manual selection of serial numbers while issuing material is enhanced with a scan
option. This new feature allows the user to either select the serial numbers manually or
scan the item. In addition, some material issue screen fields have been rearranged for
better usability.
3.6.8.4. Enforce Operation completion
A new validation has been added to enforce that all mandatory operations are complete
when completing a work order. If any of the mandatory operations are not completed,
the Mobile Maintenance app will display an error message.
NOTE: This feature in mobile app has dependency with EBS release 12.2.7, so there is
no change to the work order completion validation for the mobile apps of EBS versions
prior to 12.2.7.
3.6.8.5. Sort Operation list by priority
A new sorting option has been added to the operation screen for ‘My Work’ and ‘My
Department work’ to allow sorting by priority. When a user chooses to sort with
priority, the operations queue will reorder with the priority of the work order associated
to the operation to give visibility to the highest priority work.
3.6.8.6. Offline / Disconnected mode
The Mobile Maintenance app can now work in a disconnected mode that allows users
enabled with offline mode to choose to work in either online or offline mode.
When offline mode is turned on, the Mobile Maintenance app will perform a one-time
full data download into mobile from the server and allow user to work offline as normal
with the data that has been downloaded.
In order for the offline mobile app to work efficiently, it will initially download only the
work related to the user. However, by selecting the offline preference option it can be
extended to download the user’s department work and additional assets details as
needed. The Maintenance user can manually synchronize the data between the mobile
and the server to get the updated data into server and mobile. Synchronization is also
enabled with the data log summary for easy tracking of transactions.
• Ability to import custom CA or self-signed server certificates to standard apps

for TLS connections to Oracle E-Business Suite
• Ability to download the mobile app configuration automatically from the server
2.4.0
3.6.9.1. Charge Time Automation
Calculation of charge time is automated to ease the technician from manual work, with
new actions of – Clock-in and Clock-out, to automatically calculate the chargeable hours
and to keep it ready for resource transaction for an operation. There are additional
actions with indications for Pause, Resume & Reset of charging time.
3.6.9.2. Sort by Work Order Type
In work order ‘My Work’ queue, new sort option is added to enable users to sort the
work order based on type of work order.
3.6.9.3. Work Order Completion Comments
A new field ‘Completion Comments’ is added in work order completion screen. This is
an optional field and allows to enter free text up to 120 characters.
NOTE: This feature in mobile app has dependency with EBS release 12.2.8, so it is
applicable for the mobile app EBS version of 12.2.8.
3.6.9.4. Edit Failed Offline Transactions
In offline mobile app, transactions in failed status can be edited from the transaction
details screen, edit action will lead the user to actual transaction screen in edit mode.
Error message is carried over to the transaction screen to help user in correcting the
error. After errors are corrected and saved, transaction will be queued for next
synchronization process.
3.6.9.5. Express Work Order
Express work order feature is extended to the mobile app, user can create new work
order and perform resource reporting, add and issue materials transactions in addition to
the charge time, adding quality plans, complete operation and complete work order as
supported currently. In debrief mode, operations against the selected work order are
shown in one view to the user, this helps to perform charge time, add and issue materials
all from one place.
3.6.9.6. Operations Push Notifications
New operation assignment to the mobile user will get notified in mobile notification
center. Clicking on the notification card will open the operations details screen for
further actions. This feature is supported when using Oracle Mobile Cloud Service and
enterprise distribution.
3.6.9.7. Self-Assign Work Order Alert Message
New alert message is added in create work order screen when self-assign is selected.
Alert will be shown when fields are not meeting the self-assign conditions. This is a soft
alert, user can override and create the work order.
• For apps installed through an Enterprise Mobility Management (EMM) solution's app
catalog, support for having the EBS Server URL preconfigured by an administrator
rather than requiring users to enter it after launching the app
• Enhancement to prevent attachments viewed within the app from being shared
elsewhere on iOS devices
2.5.0
3.6.10.1. Supervisory Actions
• New landing page Supervisor Overview is added with supervisory actions. It

highlights the key metrics for pending resource and instance assignments, work
orders overdue and the list of operations and work orders of different statuses.
• Each of the metrics is actionable and leads to the screens to perform resource,
employee and equipment assignments. Work order updates, material issue and charge
time actions can also be performed.
• Apart from work order statuses of Released and Complete, supervisor will have
access to other statuses of Draft, Unreleased, On-Hold and Cancelled and can mass
update the statuses
• Search or scan on Asset or work order number will navigate the user to Asset or work
order details page
3.6.10.2. Technician Overview
• New landing page Technician overview is introduced with a quick view of operations
metrics. It consists of Operations key indicators including - Overdue, Today’s Work,
Open Work and My Department Work
• Each of the metric is actionable that leads to the operations screen and allows
performing transactions and improves usability
• Offline data synchronization metric is enabled for the offline app users to show the
last synchronization date, time and failed transactions count
• Search or scan on Asset or work order number will navigate the user to Asset or work
order details page
3.6.10.3. Multiple Rebuild Items Issue
• Material issue for rebuild items is enhanced to issue more than one quantity if replace
rebuild work order is not required

2.6.2
3.6.11.1. Uptake of Oracle Mobile Application Framework (MAF) 2.6.3
• Oracle E-Business Suite Mobile Foundation Release 9.1 implements Oracle

MAF 2.6.3
3.7. Oracle Installed Base

3.7.1. Overview
Oracle Installed Base is an Item Instance life cycle tracking application and it enables product
life cycle management at the micro level. It facilitates instance tracking across different
applications and their transactions. Oracle Installed Base provides User Interfaces to easily
view instance ownership, location, change history, transaction history from a single application.
Oracle Installed Base uses ‘Counters’ to help track usage of a product or track equipment
operational details like run hours which can be used for various purposes like Billing or
Maintenance planning.
Oracle Installed Base is a foundation product for Oracle Asset Tracking and Enterprise Asset
Management.
3.7.2. Release 12.2.4
3.7.2.1. Option to track only Customer-owned products using Oracle Installed

Base
Even though Install base tracks all transactions performed on an IB tracked item, for
some organizations it is suffice to track only customer owned item instances. To support
such customer requirement, an additional option has been provided for Install Base
tracking in this release. With this option, such customers can avoid the present default
behavior that tracks both enterprise and customer instances.
These business users can leverage this new option in Install Parameters to track "Only
Customer Owned Instances" and still be able to perform after-sales transactions such as
RMA, Field Service Return on the IB instances.
By enabling this Option, the IB Tracking restricts itself from creating any internal instances
and the lifecycle of the IB tracked item starts only on Order Fulfillment to external customer.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Installed Base 46
Note: Since eAM and Asset Tracking products track internally owned assets for asset
lifecycle tracking, this new option should not be adopted by customers who are using these
products.
3.7.3. Release 12.2.5
3.7.3.1. Tracking of Customer Install Base items
The customer Install Base functionality – which lets organizations to track only
customer/party related transactions on products - was introduced in Release 12.2.4.
Extending that option as a setup at the Item level is added as part of Release 12.2.5. With
this enhancement, you would be able to specify the preference for Install Base tracking at
the master item level. This provides more flexibility to use this feature based on an
individual item’s tracking needs.
3.7.3.2. Install Base Transaction performance improvements

Install Base Transaction processing mechanism is moved away from the Service
Fulfillment Manager (SFM) queue to Install base interface based processing.
This enhancement improves the efficiency of transactions interfacing to IB, as it avoids

the dependency with other product like SFM.
3.7.3.3. Serial Tagging at Sales Order Pick/ISO Pick support
Inventory serial tagging functionality is being extended to the Sales Order Pick and ISO
Pick transactions in Release 12.2.5. This is applicable for non-Serial controlled Items
and Serial control at Sales Order Shipment items. Install base changes have been
incorporated to support this feature for IB tracked items as well.
3.7.4. Release 12.2.6
3.7.4.1. Installation Details HTML Page

The Installation Details form that is accessed as part of Sales Order Entry process has
been converted to a HTML page. This will enable seamless user experience while using
Order Management HTML user interface.
3.7.4.2. Advanced Search Option for Item Instances using WebADI
The WebADI Mass Update for Item Instances feature has been enhanced by adding an
Advanced Search option. With this feature, users can look up item instances using
additional search criteria and efficiently download item instances that need updates of
attributes.
3.7.5. Release 12.2.7
3.7.5.1. Web ADI support for extended attributes
A new WebADI template has been added for supporting the extended attribute values.
This gives users the ability to download the attributes at the item instance level and
allows them to add or modify the attribute values and upload them into the system.
Attributes downloaded against the item instance can be from different access levels like,
Global, Item, Category, Inventory Item and Instance level.
3.7.6. Release 12.2.8
3.7.6.1. Additional Instance Search Options
Search capability in item instance advanced search is enhanced with three new
parameters ‘Currently in Country’, ‘Installed in Country’ and ‘FA location’. Users can
now use these additional search parameters to filter the desired data as they need.
3.7.7. Release 12.2.9
3.7.7.1. Purge Program for CSI Transaction Interface

This enhancement provides the ability to purge old data from the IB Transaction Interface table
(CSI_TRANSACTIONS_INTERFACE) and thereby improve the performance of the Interface
Install Base Lines Concurrent Program which is used regularly for updating install base
records. ‘Purge IB Transaction Interface Data’ is the new concurrent program that will perform
the clean-up of transaction interface table to remove successfully interfaced transactions.
3.7.7.2. User Record Update Based on Transaction

This enhancement populates the user id of the user who actually created or updated a
source transaction in Install Base and handles the reprocessing of errored transactions.
3.7.7.3. Manual Reading Entry for Time Based Counters

This new feature provides the option to setup a time-based counter to accept manual
readings entries. ‘Allow Manual Readings’ flag is added to the Create/Update Counter
pages and Create/Update Counter Template pages. Based on the flag value, the time-
based counter will allow or disallow manual readings.
3.7.8. Release 12.2.10
3.7.8.1. Item Instance Management Enhancements
The Item Instance search results using the Install Base Agent User responsibility has
added two new columns: ‘DFF Update’ and ‘Extended Attribute Update’. This feature
allows the update to Descriptive Flex Fields and Extended attributes for instances from
Instance Search page itself without navigating to Instance Update page. These updates
can be done for instances with errored transactions as well.
Two new criteria - ‘Installed at Party Name’ and ‘Currently at Party Name’ are added
to Item Instances Advanced Search. It allows search of instances which have current
location different than the install location.
To support multi-product feature of Field Service, Service Request page for Item
Instances is enhanced to show the service request details for primary and non-primary
instances as well. Earlier the service request details were not shown for non-primary
instances.
3.7.8.2. Web ADI and Mass Update Enhancements
A new check-box ‘Show Root Item Instances Only’ has been added in WebADI and
Mass Update pages. This allows a search for only root/parent item instances for the
given search criteria and perform updates that can be cascaded to all child instances.
In case of the General Mass update, this functionality also relaxes the requirement to
add the parent item Instance for mass update of child item instances.
3.7.8.3. Install Base Transaction Processing Usability Enhancements
This feature enhances the current ‘Transaction Interface page’ of Install Base Agent
User responsibility. It provides better search capability for errored transactions and
provides details related to errored Instances like Item, quantity, Instance Number etc.
This is a list search view with infotile metrics providing counts for Instances in error
for Serial Items, Non serial items, Lot serial items and Lot non serial items. The infotile
allows to filter the error transactions and view the error details.
3.8. Oracle Installed Base Information Discovery

3.8.1. Overview
Being able to quickly answer business questions such as ‘What products do my
customers own and where are they located?’ is important for organizations to plan better
up-sell/cross-sell campaigns and service delivery. Tracking and managing customer
products information is a critical function that improves efficiency in after-sales support
and service for Installed Base products.
Oracle Installed Base Information Discovery allows users to track and manage customer
products effectively with the objective to improve cross-sell/up-sell opportunities and
after-sales service offerings. EBS application users performing business roles of Sales
Manager / Service Manager can get the following benefits –
• Ability to plan Sales / Service campaigns
• Identify top customers and top selling products
• Manage product configuration effectively
• Access customer installed base details in real-time
3.8.2. Support Update
• Oracle Premier Support for Oracle E-Business Suite Information Discovery Plus products
will end on December 31, 2021.
• Effective January 1, 2022, both 12.1 and 12.2 versions of the Oracle E-Business Suite
Information Discovery Plus products will move into Sustaining Support.
• Similar capabilities are available at no additional cost in Oracle Enterprise Command Centers
and other standard Oracle E-Business Suite 12.2 functionality.
• For more information, see the Oracle Lifetime Support Policy: Oracle Applications
3.8.3. Release V4
3.8.3.1. Search by Extended Product Attributes

This feature provides useful capability to Installed Base users to lookup products by their
characteristics or usage. By using this feature, customers can execute search based on
Extended or Additional attribute names or values that are associated to a product.
3.8.3.2. Execute ‘Related Products’ Search

This feature in Installed Base Information Discovery guided navigation is based on the
Item Relationships such as Up-Sell Product and Cross-Sell product defined between
Items. This enables users to search for target products for prospective Up-Sell or Cross-
Sell sales campaigns.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Installed Base Information Discovery 49
3.8.3.3. Improved Drill-down to Product Configuration
Model-Components relationship between Item Instances or product hierarchy can be
identified easier with Information Discovery search parameter ‘Top Model’. This will
allow users to quickly find out all components in a hierarchy and to identify impacted
products effectively in a re-call/replacement scenario.
3.8.3.4. Identify Installed Base by Geography

Oracle Installed Base Information Discovery lets users to view and lookup the customer
products that are located in a particular geography like Country/State etc., This broadened
search feature allows users to get a consolidated view of product profiles in a geographic
region and utilize that information in after-sale activities like service planning, delivery
and deployment.
3.8.3.5. Track Customer Product Metrics

Metrics on the Installed Base data such as ‘Number of Customer Products Installed’ and
‘Average Age of the products’ provide insights into critical products and their condition.
These tracking metrics will help an organization to pursue new sales opportunities or
Upgrade actions for customer owned products
3.8.4. Release V5
3.8.4.1. User-Definable DFF Search

With this new release of Information Discovery, users will be able to search user-
definable, Descriptive Flex-Fields (DFFs). Many customers use DFFs to capture
information specific to their environment or industry that Oracle products does not
support out-of-the-box.
3.8.5. Release V7
3.8.5.1. Boolean Search Support

With the Boolean search mode, users will be able to make use of different Boolean
Operators like AND, OR & NOT in their product search in IB Information Discovery.
This feature avoids the dependency to define the Item Relationships setup of Cross-Sell
and Up-Sell in Item Master between product items.
3.8.6. Release V8
3.8.6.1. Advanced Search

Advanced search feature enables extended search option to the Install Base Information
Discovery pages, this includes
• Partial search for value – Perform keyword searched across attributes
• Partial search for record – Perform keyword search against specific attribute
value
• Partial search with Boolean expression
• Wildcard search – Search with asterisk (*) with leading, trailing and both
• Exclude, Select all at attribute level
• Show more - Option when there is more data for given search parameter
Part of the standard product, we enabled wildcard search for around 12 attributes,
Example: Customer, item description, serial number and more.

EBS - 12.2.10 - Release Content Document - ALM

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

EBS - 12.2.10 - Release Content Document - ALM

Uploaded by

Copyright:

Available Formats

ORACLE E-BUSINESS SUITE

RELEASE CONTENT DOCUMENT

Asset Lifecycle Management

Prepared by Oracle E-Business Suite Product Development

Last Updated: March 30, 2021

Copyright © 2011, 2021, Oracle and/or its affiliates.

2.1. Purpose of Document

3.1. Oracle Asset Tracking

3.1.2.1. Multiple Asset Book Support

3.1.2.2. Graphical Display of Network Relationships

3.1.2.3. Google Maps Integration (Display Assets on a Map)

3.1.3.1. ATG User Interface Enhancements

Feature Default Value at Site Configuration Options

Home Page No Site level only

3.1.4. Release 12.1.3

3.1.4.1. ESRI Integration

3.1.5.1. IPV Process Enhancements

3.1.6. Release 12.2

3.1.6.1. Capitalization on Sales Order Shipment

3.1.7.1. Asset Retirement tieback from Fixed Assets to Asset Tracking

3.1.7.2. Self-Assessed Tax interface to Oracle Projects

3.1.8. Release 12.2.6

3.1.8.1. Asset Deployment Enhancements

- Ability to specify a ‘Retirement Type’ while initiating asset retirement from

3.1.8.2. Include Landed Cost for Asset Capitalization Value

3.1.9. Release 12.2.8

3.1.9.1. Capitalization on Issue from Project Inventory

3.2.2. Release 12.2.9++

3.2.2.1. Capitalization Dashboard

3.2.3. Release 12.2.10

3.2.3.1. Capitalization Dashboard with Extended Attributes

3.2.4. Release 12.2.10+

3.2.4.1. Assets Dashboard

Various actions can be performed from the Assets dashboard like:

i) Deployment transactions – Uninstall, Out of Service, Project Transfer,

3.2.4.2. Capitalization Dashboard Enhancements

3.3. Oracle Enterprise Asset Management

3.3.2.1. Asset Move Workbench

3.3.2.2. Miscellaneous Usability Enhancements

3.3.2.3. Express Work

3.3.2.4. Make Item Cross Reference Search Capability

3.3.2.5. Specify Source Supply Subinventory for eAM Work Orders

3.3.2.6. Microsoft Project Integration with Work Order Scheduling

3.3.2.7. Graphical Display of Network Relationships

3.3.2.8. Google Maps Integration (Display Assets on a Map)

3.3.2.9. Work Request Attachments

3.3.3. Release 12.1.2

3.3.3.2. ATG User Interface Enhancements

Feature Default Value at Site Configuration Options

Home Page No Site level only

3.3.3.3. Supply Chain Web Services

5) Requisition : Create Requisition, Delete Requisition, Query Requisition and Update

7) Routing : Create Routing, Delete Routing, Query Routing, Update Routing

8) Asset Group/Activity/Rebuildable Item: Create Asset Group/Activity/Rebuildable

3.3.4.1. Encumbrance Accounting for Purchase Orders with ‘Shop Floor’

3.3.4.2. ESRI Integration

3.3.4.3. Work Permits

3.3.5.1. Change Asset Number on Work Order

3.3.5.2. Delete Unused Allocation and Material Requirement at Material Return

3.3.5.3. Component Pick Release Concurrent Program for Work Order

• Work order is in status 'Released' (includes user-defined Released status also)

3.3.5.4. Default Actual Completion Date on Work Order:

3.3.5.5. Avoid Work Order Sequence Numbers Jumping Caused by Budget