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EAM Manual
EAM Manual
If employee is logging in for first time system will ask for change of password.
Oracle Applications are divided into two types of user interfaces – html based
screens called self-service and form-based screens called professional user
interface.
Self-service based screens looks like this.
Color Description
Yellow Mandatory – has to be
entered
White Non-mandatory – can be
entered
Grey Non-updatable – cannot be
entered / changed
Blue Query mode
Basic Navigation
Forms are visible in two modes – Entry mode (as in form above) and Query
mode. Query mode is achievable by pressing Function Key ‘F11’.
Another query mode available is ‘Query -> Find’ mode in which data can be
searched on the basis of ranges (amount range, date range, etc.). This mode
is achievable on clicking torch icon on menu bar.
Query Find
Torch
2.1 Organization
2.1.1 Enabling Organization for EAM
Navigate to the Organization Parameters form. OPTCL India Inventory -> Setup ->
Organization -> Parameters
Checkbox EAM
Enabled
Navigation: OPTCL India Inventory-> Setup -> Organizations -> Organization Access
Switch
Responsibility
Specify a Supply
Sub inventory
Navigation: Enterprise Asset Management -> Setup -> WIP -> WIP Accounting Classes
Enter the Valuation & Variance Accounts for Material, Resource, Outside Processing &
Overheads
Ensure the class Type is Maintenance. This cannot be changes once the record is
saved.
Save your work. Click on the ‘Save’ icon on the toolbar or press ‘Ctrl+S’
You can also save using the File Menu.
Save
EAM Parameters form is used to define the Org specific setups for Asset Number
defaults, Cost defaults, Work Request information & Work Order Information.
Indicate whether this organization has system generated Asset Numbers within
individual Asset Groups. We can specify the starting serial number within the
Organization Parameters window and/or the Master Item window, when defining
Asset Groups. If the starting serial number is defined for the Asset Group, this
definition overwrites the starting serial number within the Organization Parameters.
The Cost Defaults region represents default cost information for future Work Orders,
without defined cost elements within the Work Order. Select an Enterprise Asset
Management Cost Element to indicate how to capture cost overheads and any
miscellaneous resource costs. Valid values are Equipment, Labor, and Material.
In the Preventive Maintenance region, select the Implement from Horizon Start Date
check box to bypass past due Work Order suggestions when executing the Preventive
Maintenance process. If this check box is selected, suggested Work orders, from the
Horizon Start Date forward, are executed.
Select the Asset Number Mandatory check box to indicate that the Asset Number
field is mandatory when creating a Work Request.
Select the WIP Accounting Class default to ensure that Work Orders generated within
Enterprise Asset Management have an established account code structure assigned,
to accept charges incurred by that Work Order.
Enter a Work Order Prefix. A prefix enables the organization to identify routine Work
Orders.
If we select the Auto Firm on Release check box, the dates on the Work Order cannot
automatically reschedule, after the Work Order is at Released or On Hold statuses.
We can still manually reschedule a resource on the Work Order, thereby updating the
dates on its corresponding Operation and Work Order.
If we select the Auto Firm on Create check box, the dates on the Work Order cannot
automatically reschedule, even in Draft and Unreleased statuses. We can still
manually reschedule a resource on the Work Order, thereby updating the dates on its
corresponding Operation and Work Order.
In the Asset Move Defaults Region, Select an Intermediate Sub inventory to which
the Asset moves.
Select a Locator if the Sub inventory is Locator Controlled and the Asset has to move
to a specific area.
Click
on OK
Enter the
Description
Press F11 to go into Search Mode (All the fields turn Blue)
Lookup codes must be decided upon and defined during the implementation process.
Lookup codes fall within three categories: extensible, user defined, or system
defined. If a lookup code is extensible, the existing lookup codes cannot be modified,
but you can add new codes to the table. If lookup codes are user defined, all codes
may be modified. If lookup codes are system defined, the existing codes cannot be
modified, and new codes cannot be added to the table.
Categories
of Lookup
Codes
Asset Group
Created.
Each and Every Asset group created will be considered as Item in Inventory Module
for the Particular EAM organization.
Asset Group in
EAM.
Area Created.
1. Resource
Name
In the above Figure choose Employees and add Employee to the Resource.
1. Click on
Employees.
1. Click on
resources.
1. Enter Asset
number
Activities provide us with a standard template of jobs, which are applied to Work
Orders, such as Routine or Preventive Maintenance. After these Activity Templates
are created, they are associated with one or more Asset Numbers
They are also associated to a maintenance BOM and activity routing containing the
materials and resources needed for operations, respectively. When Work Orders are
created for assets associated to the Activity, the material and resources
Associated with the current Activity automatically copy to the Work Orders created.
2. Choose Template
@ Activity.
After we have defined Asset Groups, Assets, and Activities, we can associate the
Activities with assets.
Assets are associated with Activities before entering the Activity into a Preventive
Maintenance Schedule.
1. Choose from LOV.
In the Item field as shown Choose the Asset group for which you want to create Bill
of Material.
1. Asset Group
already defined
In the Item field as shown Choose the Activity for which you want to create Bill of
Material.
If PM Schedule is Rule Based then the “Date Rules‟ tab get enabled.
In the below screenshot, as per the day rule defined, the PM Scheduler will create the
WO at an interval of 10 days.
Attributes is classification of Assets based on some criteria. It’s most commonly used
for reporting purposes.
In our Example we will take Asset Group as “AUTO TRANSFORMER” and Asset
number as AUTO-100-CGL-003.
We need to capture the Make of the above said Asset through Asset
Attributes.
2. Choose Title as
Asset Attributes.
1. Choose Application as
Inventory.
Now , Uncheck the Freeze Flex field definition check box and Enter
“Make” in the code column at the bottom.
2. New Code to
Capture Make added.
3. Click
Enter the Segments value as Shown below and Save. With correct value set defined.
Then, Freeze the Flex field definition and Compile the Flex field definition.
Choose Asset Group as “AUTO TRANSFORMER” and in Column Attribute Group code
Choose
Navigate Asset numbers Choose the Asset AUTO-100-CGL-003 under Asset group AUTO
TRANSFORMER.
Click on Attributes button at the bottom and choose the newly created Attribute
“Make” from the LOV.
Make as “BHEL”
Ensure that
Correct Org is
Chosen’
Choose the
Asset number
Enter Comments if
Required
Updated Field
Information
Work Request in
Open Status.
Click on Reject.
In the page as shown in figure we can find the Required Work orders specific to
conditions.
Work orders are created as shown below by filling up the necessary details.
Please Note once the Asset number is chosen, the Corresponding Asset group will
appear in the field.
Asset Activity
Chosen from LOV
Materials required
can be added from
LOV
Enter Resource
details as shown &
EAM Training manualEAM Save - 53 -
Click Resources
Button
In the Resources Screen Click on the Instances Button and Choose the Employee
name from Instance Name LOV as shown below
Choose Employee
name from LOV
Click Instances
Button
1. Work order
number Created.
2. Click on Materials
to Allocate the
Material.
3. Choose Material
from LOV
From the above Screen you can find that Required, Allocated quantity columns
will show as 2 EA.
But Issued Quantity will show as 0. That means we need to issue against the Work
order.
1. Query
the Work
order.
Enter the Quantity to be issued in Qty Field and Press Issue Button.
1. Quantity
issued to W/O
Navigate Maintenance Super User Work orders choose the Work order.
2. Choose Charge
time from LOV
from Operations
TAB
To charge resources, select an Operation and then select Charge Time from the
Select Operation list of values.
Select a Resource Sequence. The Resource, Unit of Measure, and Quantity (reflects
the number charged, normally in hours) default, based on the selected resource
sequence and the resources associated with the Work Order.
It is important in asset management to capture both estimated and actual time spent
on each operation of a Work Order. When resources are identified on a Work Order,
there is a time estimate of how long it takes to perform the work. In many cases, the
extent of the work load is unknown until the work starts. Resource charging enables
you to post actual usage time for employees, equipment, and miscellaneous
materials for specific operations on a Work Order.
4. Save the
transaction.
3. Choose all
the values from
LOV
2. Release the
W/O
1. Complete Work
order
Click on Update the Work order. Before completing enter the Failure details.
2. Apply
Follow up Work orders are created as Child work orders when some other
Repair or defect is noticed in the Asset.
For Example, Parent Work order is created for Changing the Bearing on a Motor, but
when noticed, the shaft also need to be changed.
Use the Scheduler Workbench to select specific work orders, expand, and collapse
work orders and operations, using a tree hierarchy structure.
Enterprise Asset Management -> Work Order Planning -> Scheduler Workbench
A Filter Window opens up that gives the user to narrow down their search.
Against each Work Order a Gantt chart is displayed showing the Operation and
Resource durations.
Since upto Step 4 we have already dealt in various topics we will Close the
W/O after Checking the Cost in W/O.
Cost for
Material
Work order is
closed
For the Material Cost associated with W/O to appear in Journal, first step is to
run the Create Accounting program.
Choose the
relevant Ledger
Provide Batch
name
Select the Work Orders to be created by checking the checkbox against them and
Click on “Implement”
Please refer 3.3.3 Complete Work Order Topic for further details.
Define a Direct Item using the Non-Stock Item template. All the parameters
will default as per the template.
In the Purchasing Tab, Enter a price for the Item so as to be able to generate
Requisitions.
Work order is created and the direct item is added as shown below.
Click to Enter
the Direct item
Once the WO is released, the Requisition Import will run in the background and
generate PR.
Navigation: Enterprise Asset Management -> Work Orders -> Costs -> Details -> Detail
PR requisition is
created
Define an Outside Processing Item using the Outside Processing Item template. All
the parameters will default as per the template.
In the EAM Resource Definition, (Enterprise Asset Management -> Setup -> Routing ->
Resources
Define an OSP Resource and link it to the Outside Processing Item in the
Outside Processing Section.
Also, add this Resource to a department.
Note: The Person releasing the Work Order should be setup as a Buyer in
Purchasing so as to be able to generate Purchase Requisitions
The Maintenance user can view the Requisition Information from the Self
Service Maintenance.
In a similar fashion, as for the Direct Item, the Purchasing User will create a
Purchase Order for this Requisition and get it approved
Refer Section 3.1.2 Approve/Reject Work requests Under Topic 3.1 Work Request.
Choose the
Asset to know
the details and
click
Once the Asset is selected it will display all the details as shown below.
Asset number
details
We will associate one more Child Asset to the Parent Asset and we can observe that
Child Assets will appear as shown.
Child Assets
added
successfully.
Parent Child
Relation Built.
How to update in the configuration history and change the asset hierarchy need to be
incorporated here
3.6.4 Failure Analysis
Failure Analysis enables us to track an asset failure from the time it is reported until
its resolution.
For specific Asset Groups or Rebuild able Items, each failure (problem) has a defined
number of root causes, with each root cause having a defined number of resolutions
(remedies).
When failure is reported, each work order represents one single failure occurrence
(event) for the asset specified on the work order.
The cost to repair an asset that fails to a normal, operational state is assumed to be
the charges accumulated in the work order that is associated with the failure.
Now to define New Failure codes choose the TAB Define failure codes
1. Choose Failure
tracking set up.
2. Choose Define
Failure Codes.
Now To Define new Failure codes choose the TAB Define failure codes.
There are three main Failure Code Types: Failure Code, Cause Code, and Resolution
Code.
Failure code
types
Now, please define the Failure code “Transformer Heated up” as shown below.
2. Enter
1. Failure Description
code types of failure
code types
3. Save
User-defined Failure codes, Cause codes and Resolution codes are organized into
multiple tree structures called Failure Code Sets, which are then assigned to Asset
Groups.
Assets within an asset group inherit the assigned Failure Code Set.
Navigate Failure tracking set up Create Failure Set up.
Provide name for the Failure Analysis and Choose the Already defined code
2. Choose Already
defined Codes
Failure codes in
graphical form
2...Click
Update
3. Save.
1. Choose the
Existing Asset
group 2. Yes or NO.
If the ‘Failure Code Required’ parameter is set to Yes, at the time of completion of
the Work Orders of the Assets of this Asset Group, the system will make mandatory
the Failure Details and the user will not be able to complete the WO until these
details are entered.
2. Release the
W/O
3. Failure Entry
required is YES as
mentioned in Failure
Set
In this Step we will complete the Work order and collect the Failure codes for
Analysis.
1 Complete
Work order
2. Failure details
Entry
3. Apply
In the Item field as shown Choose the Asset group for which you want to create Bill
of Material.
1. Asset Group
already defined
2. Components used
for Maintenance
1. Click on Select
Materials
2. Components
defined in Asset
BOM will appear.
2. This Page
will appear
Enter the details as shown. We will check for the Short text Attachment.
1. Short text
attachment.
Save the form and we will check whether the Attachment is correct or not in the
Asset BOM...
Once Again Navigate Assets Asset BOM... Check whether the Attachment is there.
1. Attachment exists
and Click
1. Short text in
Attachment
Asset moves from One organization to Another if there is any need to replace the
failed Asset or borrow an Asset for Particular project or job.
An Asset moved out of inventory can be tracked since eAM no longer depends on
Inventory’s serial number to identify an asset and with the unique internal ID,
eAM doesnot lose the track of the asset.
Creating Asset Group in Source organization and assigning the same to the
Destination org.
Here we have taken 164 as Source organization and 161 as Destination organization.
1. Source
organization
2. Destination
organization
Note : Before Moving Make Sure that Sufficient Quantity of Asset lie in the Source
organization. If not perform Misc. receipt and increase the on hand as required.
Navigate Maintenance Super user responsibility Assets Choose the Asset to Move from the
LOV.
3.Click Go
1.Asset number
to transfer
2.Choose
Move Asset
1.Fill in the
details. 2.Click
Apply.
For the Predictive Maintenance, the maintenance history of the Asset is analysed.
After observing the behavior and performance of the Asset, they create predictive
maintenance Schedules.
Whenever some work is due, they Plan for shut down and complete the work.
The Team conducts a special condition monitoring test of major equipment with
sophisticated equipment. Depending upon the test results, they take necessary
action on the equipment to maintain its health.
The Maintenance history of the Asset can be taken from the report
Maintenance Work Order Detail Report available in the System .
Navigate View Requests Submit request Run Maintenance Work Order Detail Report from
eAM Responsibility.
Now we will create Maintenance schedule to check for the oil temperature in
the transformer regularly .
From the quality results we could find that on 18-Oct-2010 the Oil temperature is
at 120 C which is Abnormal.
Now we need to create Work request for the Asset since it has shown abnormal
temperature data .
4 QUALITY
4.1 Setting up
2. Column name in
collection plan
We will create collection element Moisture content and its User defined Collection
element.
Once the above details are entered save the same. Now the Collection element can
be used in Collection plan for further usage.
2. Column name in
Collection plan.
Once the Collection elements are defined we need to include them in Collection plans.
1. Collection plan
name
3. Status of
2. Choose required Collection
Collection element elements in Plans
from LOV
Already defined
Collection plan name
Once the Plan is Chosen Enter the Collection results in the respective
collection elements column as shown below.
Save when all the required results are entered.
Collection
elements
already defined
Values from
LOV
Navigate Enterprise Asset management responsibility Quality Inquiries -> View Quality
Results.
2.Collection element
for which Trend need
to be analyzed.
3.Click on View
Chart Button.
Chart title we
defined.
5 REPORTS